iShares ESG Optimized MSCI USUSAETF
13F holders, Q2 2026 (June 30)534holders +15
44new positions
21sold out
2famous investors
$154.09avg. 13F price*
At the end of Q2 2026, 534 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, up 15 from Q1 2026. 44 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($222.3M), Morgan Stanley ($182.1M) and PNC Financial Services Group, Inc. ($163.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 464288802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $26.5M |
| Exits | 21 | $6.7M |
All 13F filers, Q1 2026 → Q2 2026: 674,495 shares bought and 404,190 shares sold, net +270,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Bank of America Corp. | 0.01% | Reduce -1.4% | 1,440,521 | $222.3M |
| Morgan Stanley | 0.01% | Add +18.1% | 1,180,021 | $182.1M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.7% | 1,057,780 | $163.2M |
| Royal Bank of Canada | 0.02% | Reduce -2.7% | 669,168 | $103.3M |
| Spinnaker Trust | 4.24% | Reduce -1.2% | 565,699 | $87.3M |
| M&T Bank Corp | 0.25% | Reduce -2.1% | 563,054 | $86.9M |
| IMA Advisory Services, Inc. | 5.07% | Add +0.3% | 524,325 | $80.9M |
| Mercer Global Advisors Inc. | 0.10% | Add +27.1% | 505,698 | $78.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 482,294 | $74.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.8% | 479,718 | $74.0M |
| Acorns Advisers, LLC | 0.45% | Add +0.1% | 451,365 | $69.6M |
| Mission Wealth Management, LP | 0.84% | Add +5.5% | 434,837 | $67.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 390,877 | $60.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 381,259 | $58.4M |
| UBS Group AG | 0.01% | Reduce -4.0% | 336,349 | $51.9M |
| Shira Ridge Wealth Management | 15.51% | Reduce -1.0% | 288,096 | $44.5M |
| LPL Financial LLC | 0.01% | Reduce -8.6% | 280,854 | $43.3M |
| Betterment LLC | 0.07% | Reduce -3.1% | 270,917 | $41.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.6% | 230,321 | $35.5M |
| Baird Financial Group, Inc. | 0.04% | Add +4.2% | 192,575 | $29.7M |
| Mariner, LLC | 0.03% | Add +3.1% | 189,670 | $29.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.8% | 178,987 | $27.6M |
| Truist Financial Corp. | 0.02% | Add +1.0% | 131,445 | $20.3M |
| HM Payson & Co. | 0.26% | Reduce -22.2% | 128,070 | $19.8M |
| Stewardship Advisors, LLC | 4.02% | Add +6.4% | 125,349 | $19.3M |
| Cetera Investment Advisers | 0.01% | Reduce -1.7% | 95,352 | $14.7M |
| Farrow Financial, Inc. | 7.64% | Reduce -4.9% | 92,788 | $14.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.6% | 90,668 | $14.0M |
| Quent Capital, LLC | 0.86% | Reduce -1.6% | 90,467 | $14.0M |
| US Bancorp \de | 0.01% | Add +0.7% | 83,066 | $12.8M |
| World Investment Advisors | 0.21% | No change | 94,823 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.4% | 78,893 | $12.3M |
| Creative Planning | 0.01% | Add +1.9% | 76,050 | $11.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -15.7% | 72,894 | $11.2M |
| Fund Evaluation Group, LLC | 0.30% | Add +1.4% | 70,915 | $10.9M |
| Northern Trust Corp. | 0.00% | No change | 63,410 | $9.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.1% | 60,537 | $9.3M |
| eCIO, Inc. | 2.60% | Reduce -9.1% | 60,027 | $9.3M |
| Bank of Montreal | 0.00% | Add +3.0% | 55,905 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +79.2% | 54,403 | $8.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.0% | 53,342 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +14.0% | 52,635 | $8.1M |
| Accredited Investors Inc. | 0.35% | Reduce -1.3% | 52,268 | $8.1M |
| Keybank National Association | 0.03% | Reduce -3.5% | 51,561 | $8.0M |
| Advisory Services Network, LLC | 0.09% | Add +1.7% | 51,394 | $7.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.5% | 49,249 | $7.6M |
| Regions Financial Corp. | 0.04% | Reduce -15.9% | 48,155 | $7.4M |
| Corundum Group, Inc. | 2.19% | Reduce -4.4% | 47,936 | $7.4M |
| Destination Wealth Management | 0.17% | Add +5.6% | 47,522 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.6% | 46,081 | $7.1M |
| Captrust Financial Advisors | 0.01% | Add +0.8% | 44,767 | $6.9M |
| MML Investors Services, LLC | 0.01% | Add +19.7% | 43,611 | $6.7M |
| Jones Financial Companies LLLP | 0.00% | Add +15.3% | 43,704 | $6.6M |
| Glenview Trust Co | 0.09% | No change | 42,500 | $6.6M |
| Aspiriant, LLC | 0.15% | Reduce -3.6% | 40,507 | $6.3M |
| Hilltop Wealth Advisors, LLC | 3.09% | Reduce -4.1% | 39,993 | $6.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.1% | 39,892 | $6.2M |
| Pathstone Holdings, LLC | 0.02% | Add +24.7% | 39,580 | $6.1M |
| Bear Mountain Capital, Inc. | 1.76% | Add +1.9% | 39,189 | $6.1M |
| Brookstone Capital Management | 0.06% | Add +7.0% | 39,116 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.4% | 38,874 | $6.0M |
| Roof Eidam Maycock Peralta, LLC | 1.14% | Reduce -1.9% | 37,420 | $5.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.11% | Add +24.7% | 36,569 | $5.6M |
| Arax Advisory Partners | 0.04% | New | 35,082 | $5.4M |
| Cerity Partners LLC | 0.01% | Reduce -0.9% | 34,751 | $5.4M |
| Olde Wealth Management, LLC | 1.52% | Reduce -0.1% | 34,653 | $5.3M |
| Garde Capital, Inc. | 0.24% | Reduce -0.4% | 34,525 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +24.6% | 34,192 | $5.3M |
| Mgo One Seven LLC | 0.09% | Reduce -1.1% | 33,985 | $5.2M |
| BigSur Wealth Management LLC | 1.19% | No change | 32,000 | $4.9M |
| Tompkins Financial Corp. | 0.33% | Reduce -3.5% | 30,516 | $4.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Add +3.2% | 30,158 | $4.7M |
| Modern Wealth Management, LLC | 0.05% | Reduce -0.3% | 29,197 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -3.6% | 28,780 | $4.4M |
| Pure Financial Advisors, LLC | 0.06% | Add +1.4% | 28,649 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Reduce -0.8% | 27,952 | $4.3M |
| NorthRock Partners, LLC | 0.06% | Reduce -1.2% | 26,909 | $4.2M |
| SageView Advisory Group, LLC | 0.13% | Reduce -13.9% | 25,224 | $3.9M |
| CPC Advisors, LLC | 0.52% | Add +1.3% | 24,789 | $3.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.9% | 24,528 | $3.8M |
| Focus Partners Wealth | 0.00% | Add +18.0% | 24,349 | $3.8M |
| Relyea Zuckerberg Hanson LLC | 0.31% | Reduce -0.6% | 23,724 | $3.7M |
| VERITY Wealth Advisors | 2.17% | Reduce -1.2% | 23,263 | $3.6M |
| Bailard, Inc. | 0.07% | Reduce -4.0% | 23,001 | $3.5M |
| 3EDGE Asset Management, LP | 0.16% | Add +62.4% | 22,615 | $3.5M |
| &partners | 0.01% | Add +5.1% | 22,505 | $3.5M |
| Simmons Bank | 0.20% | No change | 22,310 | $3.4M |
| Ledyard National Bank | 0.27% | Reduce -6.6% | 22,096 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.3% | 21,755 | $3.4M |
| Blair William & Co. | 0.01% | Add +21.6% | 21,329 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Add +8.9% | 20,872 | $3.2M |
| Citadel Advisors | 0.00% | New | 20,851 | $3.2M |
| CGN Advisors LLC | 0.23% | Reduce -1.6% | 20,793 | $3.2M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +4.0% | 20,387 | $3.1M |
| Shepherd Financial Partners LLC | 0.26% | Add +0.1% | 20,337 | $3.1M |
| Allworth Financial LP | 0.01% | Add +2.0% | 20,133 | $3.1M |
| Fingerlakes Wealth Management, Inc. | 1.67% | Add +7.2% | 20,132 | $3.1M |
| HB Wealth Management, LLC | 0.02% | Reduce -0.7% | 20,081 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 19,884 | $3.1M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -0.4% | 19,830 | $3.1M |
"% of holder's portfolio" is SUSA's weight in each manager's 13F, not the share of iShares ESG Optimized MSCI U the manager owns.