iShares Trust - iShares ESG 인식 1-5년 USD 회사채 ETF
US ˙ NasdaqGM ˙ US46435G2434

SecuritySUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership43,050 shares
Latest Disclosed Value $ 1,079,043
Captrust Financial Advisors reports 10.87% increase in ownership of SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 43,050 shares of iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF (US:SUSB) valued at $1,079,048 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 38,831 shares of iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF. This represents a change in shares of 10.87% during the quarter. The current value of the position is $1,070,654 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 43,050 4,219 10.87 1,079 10.10 0.0019
2026-02-17 2025-12-31 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 38,831 384 1.00 980 0.72 0.0019
2025-11-19 2025-09-30 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 38,447 -2,911 -7.04 973 -6.44 0.0020
2025-08-15 2025-06-30 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 41,358 30 0.07 1,041 0.78 0.0023
2025-05-15 2025-03-31 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 41,328 41,328 1,033 0.0026
2025-02-14 2024-12-31 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 0 -8,167 -100.00 0 -100.00
2024-11-14 2024-09-30 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 8,167 8,167 205 0.0006
2024-05-15 2024-03-31 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 0 -10,333 -100.00 0 -100.00
2024-02-14 2023-12-31 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 10,333 -284 -2.67 253 0.00 0.0009
2023-11-15 2023-09-30 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 10,617 -1,069 -9.15 252 -9.68 0.0010
2023-08-15 2023-06-30 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 11,686 -1,184 -9.20 279 -9.71 0.0011
2023-05-15 2023-03-31 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 12,870 -14,608 -53.16 310 -52.68 0.0014
2023-02-15 2022-12-31 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 27,478 -19,888 -41.99 653 -41.33 0.0033
2022-11-16 2022-09-30 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 47,366 2,042 4.51 1,113 1.92 0.0065
2022-08-23 2022-06-30 13F/A-1 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 45,324 15,851 53.78 1,092 50.41 0.0070
2022-08-16 2022-06-30 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 45,324 15,851 1,092 0.0079
2022-05-16 2022-03-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 29,473 2,475 9.17 726 4.76 0.0047
2022-02-14 2021-12-31 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 26,998 4,089 17.85 693 16.47 0.0048
2021-11-16 2021-09-30 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 22,909 2,648 13.07 595 12.69 0.0049
2021-08-16 2021-06-30 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 20,261 8,890 78.18 528 78.98 0.0049
2021-05-17 2021-03-31 13F ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 11,371 11,371 295 0.0032
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.