iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
US ˙ NasdaqGM ˙ US46435G2434

SecuritySUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
InstitutionSavant Capital, LLC
Latest Disclosed Ownership575,654 shares
Latest Disclosed Value $ 14,428,764
Savant Capital, LLC reports 6.08% increase in ownership of SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 575,654 shares of iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF (US:SUSB) valued at $14,428,768 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 542,668 shares of iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF. This represents a change in shares of 6.08% during the quarter. The current value of the position is $14,345,298 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)
2026-05-04 2026-03-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 575,654 32,986 6.08 14,429 5.34 0.0697
2026-02-10 2025-12-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 542,668 18,228 3.48 13,697 3.19 0.0779
2026-03-04 2025-09-30 13F/A-1 ISHARES TR ESG AWRE 1 5 YR 46435G243 524,440 78,695 17.65 13,274 18.31 0.0806
2025-11-05 2025-09-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 524,440 78,695 13,274 0.0702
2026-03-04 2025-06-30 13F/A-1 ISHARES TR ESG AWRE 1 5 YR 46435G243 445,745 16,418 3.82 11,219 4.58 0.0806
2025-08-06 2025-06-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 445,745 16,418 11,219 0.0696
2026-03-04 2025-03-31 13F/A-1 ISHARES TR ESG AWRE 1 5 YR 46435G243 429,327 18,010 4.38 10,729 5.60 0.0908
2025-05-08 2025-03-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 429,327 18,010 10,729 0.0778
2025-01-29 2024-12-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 411,317 11,167 2.79 10,160 0.91 0.0799
2024-11-04 2024-09-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 400,150 24,482 6.52 10,068 9.42 0.0836
2024-08-05 2024-06-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 375,668 29,173 8.42 9,200 8.46 0.0921
2024-05-06 2024-03-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 346,495 48,960 16.46 8,482 16.46 0.0973
2024-02-05 2023-12-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 297,535 37,256 14.31 7,284 17.73 0.0939
2023-11-07 2023-09-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 260,279 35,110 15.59 6,187 14.92 0.0923
2023-08-04 2023-06-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 225,169 20,376 9.95 5,384 9.26 0.0842
2023-05-03 2023-03-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 204,793 -666 -0.32 4,927 3.68 0.0918
2023-02-13 2022-12-31 13F/A-1 ISHARES TR ESG AWRE 1 5 YR 46435G243 205,459 36,221 21.40 4,752 19.55 0.1161
2023-02-07 2022-12-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 205,459 36,221 4,752 0.1160
2022-10-31 2022-09-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 169,238 2,316 1.39 3,975 -1.14 0.1238
2022-07-22 2022-06-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 166,922 12,676 8.22 4,021 5.84 0.1220
2022-05-05 2022-03-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 154,246 2,907 1.92 3,799 -2.14 0.1244
2022-02-08 2021-12-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 151,339 11,915 8.55 3,882 7.18 0.1256
2021-11-12 2021-09-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 139,424 18,990 15.77 3,622 15.50 0.1321
2021-08-04 2021-06-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 120,434 19,199 18.96 3,136 19.24 0.1265
2021-05-04 2021-03-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 101,235 -3,057 -2.93 2,630 -3.66 0.1409
2021-02-03 2020-12-31 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 104,292 17,328 19.93 2,730 20.26 0.1589
2020-11-04 2020-09-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 86,964 8,706 11.12 2,270 11.55 0.1553
2020-08-11 2020-06-30 13F ISHARES TR ESG AWRE 1 5 YR 46435G243 78,258 57,571 278.30 2,035 294.38 0.1541
2020-04-30 2020-03-31 13F ISHARES TR ESG 1 5 YR USD 46435G243 20,687 20,687 516 0.0490
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.