iShares ESG Optimized MSCI USUSAETF
13F holders, Q1 2024 (March 31)453holders
3famous investors
$109.17avg. 13F price*
At the end of Q1 2024, 453 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($177.2M), Bank of America Corp. ($167.7M) and Morgan Stanley ($130.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $7.8M |
| Exits | 28 | $1.8B |
Ownership 453 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -50.9% | 1,623,303 | $177.2M |
| Bank of America Corp. | 0.02% | Reduce -15.7% | 1,535,857 | $167.7M |
| Morgan Stanley | 0.01% | Reduce -4.6% | 1,190,349 | $130.0M |
| PNC Financial Services Group, Inc. | 0.08% | Add +4.3% | 1,013,458 | $110.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.9% | 874,608 | $95.6M |
| Spinnaker Trust | 5.70% | Reduce -1.1% | 808,686 | $88.3M |
| Royal Bank of Canada | 0.02% | Add +7.5% | 603,273 | $65.9M |
| UBS Group AG | 0.02% | Reduce -2.3% | 598,650 | $65.4M |
| M&T Bank Corp | 0.20% | Reduce -4.7% | 517,636 | $56.5M |
| Mission Wealth Management, LP | 1.40% | Add +9.8% | 478,482 | $52.2M |
| BlackRock Inc. | 0.00% | Reduce -5.9% | 451,521 | $49.3M |
| Wells Fargo & Company | 0.01% | Reduce -10.8% | 420,648 | $45.9M |
| Deutsche Bank AG | 0.02% | Add +2.7% | 383,249 | $41.8M |
| Acorns Advisers, LLC | 0.43% | Add +2.3% | 355,817 | $38.8M |
| LPL Financial LLC | 0.02% | Reduce -4.0% | 328,960 | $35.9M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -20.1% | 300,895 | $32.8M |
| Shira Ridge Wealth Management | 17.15% | Reduce -0.2% | 274,547 | $30.0M |
| Ellevest, Inc. | 1.58% | Reduce -1.1% | 233,459 | $25.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.3% | 217,104 | $23.7M |
| US Bancorp \de | 0.03% | Add +4.1% | 206,961 | $22.6M |
| Fund Evaluation Group, LLC | 1.39% | Add +16.5% | 203,417 | $22.2M |
| Betterment LLC | 0.06% | Reduce -3.7% | 199,525 | $21.8M |
| Truist Financial Corp. | 0.03% | Add +2.6% | 181,236 | $19.8M |
| Baird Financial Group, Inc. | 0.03% | Add +1.7% | 140,840 | $15.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -2.3% | 139,159 | $15.2M |
| Mariner, LLC | 0.03% | Add +8.1% | 138,562 | $15.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.5% | 111,643 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.1% | 108,755 | $11.9M |
| Raymond James & Associates | 0.01% | Reduce -71.1% | 107,879 | $11.8M |
| Stewardship Advisors, LLC | 4.02% | Reduce -0.4% | 107,555 | $11.7M |
| Farrow Financial, Inc. | 7.60% | Add +2.8% | 99,337 | $10.8M |
| D.A. Davidson & Co. | 0.10% | Reduce -1.2% | 99,209 | $10.8M |
| Money Design Co.,Ltd. | 0.55% | Reduce -7.6% | 93,020 | $10.2M |
| Quent Capital, LLC | 1.13% | Reduce -4.0% | 88,434 | $9.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -3.6% | 87,822 | $9.6M |
| HM Payson & Co. | 0.17% | Reduce -0.9% | 81,820 | $8.9M |
| Tompkins Financial Corp. | 1.00% | Add +23.7% | 80,683 | $8.8M |
| Charter Oak Capital Management, LLC | 0.93% | Reduce -1.0% | 79,254 | $8.7M |
| Northern Trust Corp. | 0.00% | Reduce -4.1% | 79,150 | $8.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.8% | 77,043 | $8.4M |
| SOA Wealth Advisors, LLC. | 1.67% | Reduce -2.6% | 73,767 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +895.0% | 70,390 | $7.7M |
| Corundum Group, Inc. | 3.65% | Add +2.1% | 69,292 | $7.6M |
| Robertson Stephens Wealth Management, LLC | 0.41% | Reduce -1.6% | 69,151 | $7.5M |
| Regions Financial Corp. | 0.06% | Reduce -1.8% | 68,342 | $7.5M |
| Roof Eidam Maycock Peralta, LLC | 1.98% | Reduce -3.1% | 65,992 | $7.2M |
| Keybank National Association | 0.03% | Reduce -2.4% | 65,957 | $7.2M |
| Permanens Capital L.P. | 0.88% | Add +0.5% | 65,925 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +327.6% | 54,764 | $6.0M |
| Garde Capital, Inc. | 0.41% | Reduce -47.2% | 54,337 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -17.8% | 53,896 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +2.9% | 53,694 | $5.9M |
| Accredited Investors Inc. | 0.35% | Reduce -0.2% | 49,631 | $5.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.7% | 48,706 | $5.3M |
| Bank of Montreal | 0.00% | Add +1.8% | 46,991 | $5.1M |
| 3EDGE Asset Management, LP | 0.38% | Add +30.9% | 44,892 | $4.9M |
| Stifel Financial Corp. | 0.01% | Reduce -10.8% | 44,472 | $4.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -12.0% | 43,207 | $4.7M |
| CPC Advisors, LLC | 0.77% | Reduce -2.7% | 41,476 | $4.5M |
| Long Run Wealth Advisors, LLC | 1.19% | Reduce -3.0% | 41,393 | $4.5M |
| NewEdge Advisors, LLC | 0.04% | Add +2.2% | 39,471 | $4.3M |
| Creative Planning | 0.00% | Reduce -1.1% | 38,166 | $4.2M |
| Private Advisor Group, LLC | 0.03% | Add +18.0% | 36,291 | $4.0M |
| Brookstone Capital Management | 0.07% | Reduce -5.1% | 35,119 | $3.8M |
| Olde Wealth Management, LLC | 1.79% | Reduce -1.0% | 35,135 | $3.8M |
| Bear Mountain Capital, Inc. | 1.61% | Reduce -12.7% | 36,201 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +782.7% | 34,248 | $3.7M |
| BigSur Wealth Management LLC | 1.09% | No change | 32,000 | $3.5M |
| Cobblestone Capital Advisors LLC | 0.22% | Add +3.3% | 31,549 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +6.7% | 31,543 | $3.4M |
| LFA - Lugano Financial Advisors SA | 2.48% | No change | 31,255 | $3.4M |
| Destination Wealth Management | 0.11% | Add +4.3% | 31,093 | $3.4M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 30,984 | $3.4M |
| Flow Traders U.S. LLC | 0.18% | Add +26.0% | 30,926 | $3.4M |
| Renaissance Technologies | 0.01% | Add +161.9% | 30,900 | $3.4M |
| Shepherd Financial Partners LLC | 0.44% | Add +12.4% | 30,533 | $3.3M |
| Relyea Zuckerberg Hanson LLC | 0.58% | Reduce -1.1% | 30,412 | $3.3M |
| Advisory Services Network, LLC | 0.07% | Add +19.1% | 30,065 | $3.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Add +11.3% | 30,011 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +30.4% | 29,048 | $3.2M |
| Glenview Trust Co | 0.06% | No change | 27,500 | $3.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.40% | No change | 27,064 | $3.0M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +4.5% | 26,938 | $2.9M |
| Bailard, Inc. | 0.08% | Reduce -2.6% | 24,922 | $2.7M |
| Simmons Bank | 0.20% | Reduce -3.8% | 24,148 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.6% | 23,955 | $2.6M |
| Fsa Wealth Partners, Inc. | 0.65% | Reduce -1.2% | 23,809 | $2.6M |
| Blair William & Co. | 0.01% | Add +2.1% | 23,601 | $2.6M |
| VERITY Wealth Advisors | 1.97% | No change | 23,554 | $2.6M |
| Kingsview Wealth Management, LLC | 0.06% | Add +105.2% | 23,503 | $2.6M |
| CGN Advisors LLC | 0.33% | Add +2.8% | 23,475 | $2.6M |
| Colorado Capital Management, Inc. | 1.47% | Reduce -1.7% | 20,677 | $2.5M |
| Composition Wealth, LLC | 0.06% | Reduce -3.2% | 22,844 | $2.5M |
| Asset Dedication, LLC | 0.19% | Reduce -4.8% | 22,736 | $2.5M |
| Cwm, LLC | 0.01% | Add +39.0% | 21,493 | $2.3M |
| Focus Partners Wealth | 0.02% | Reduce -8.8% | 21,186 | $2.3M |
| Ledyard National Bank | 0.22% | Reduce -2.4% | 20,927 | $2.3M |
| Allworth Financial LP | 0.02% | Reduce -1.0% | 20,872 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +1.5% | 20,646 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.4% | 20,184 | $2.2M |
"% 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.