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 |
| Cresset Asset Management, LLC | 0.01% | No change | 19,934 | $2.2M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.1% | 19,357 | $2.1M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -1.1% | 18,678 | $2.0M |
| Commerce Bank | 0.01% | Reduce -6.0% | 18,300 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -44.6% | 18,115 | $2.0M |
| One Wealth Advisors, LLC | 0.34% | Reduce -0.4% | 17,668 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -3.7% | 17,588 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -1.0% | 17,563 | $1.9M |
| Hilltop Wealth Advisors, LLC | 0.97% | Reduce -9.0% | 17,400 | $1.9M |
| HSBC Holdings PLC | 0.00% | No change | 17,300 | $1.9M |
| New Covenant Trust Company, N.A. | 1.86% | — | 17,001 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +1.1% | 16,728 | $1.8M |
| One Capital Management, LLC | 0.07% | Reduce -5.1% | 16,458 | $1.8M |
| Milestone Investment Advisors LLC | 0.48% | Reduce -3.9% | 16,153 | $1.8M |
| Birchbrook, Inc. | 1.01% | Add +2.3% | 15,578 | $1.7M |
| HB Wealth Management, LLC | 0.02% | Add +1.3% | 15,244 | $1.7M |
| Litman Gregory Wealth Management LLC | 0.15% | No change | 15,165 | $1.7M |
| Aprio Wealth Management, LLC | 0.32% | Reduce -2.6% | 15,155 | $1.7M |
| Bigelow Investment Advisors, LLC | 0.81% | Reduce -2.4% | 15,009 | $1.6M |
| NorthRock Partners, LLC | 0.06% | Add +36.8% | 14,873 | $1.6M |
| Evergreen Capital Management LLC | 0.06% | No change | 14,802 | $1.6M |
| Gould Asset Management LLC | 0.39% | Reduce -2.7% | 14,718 | $1.6M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -0.7% | 15,149 | $1.6M |
| Trust Co | 0.21% | Reduce -13.4% | 14,380 | $1.6M |
| Winthrop Advisory Group LLC | 0.23% | Reduce -7.5% | 14,247 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.0% | 14,006 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +2.0% | 13,706 | $1.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -0.3% | 13,610 | $1.5M |
| Idaho Trust Co | 1.43% | New | 13,572 | $1.5M |
| Fingerlakes Wealth Management, Inc. | 1.43% | Reduce -0.1% | 13,572 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | No change | 13,512 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -31.0% | 13,355 | $1.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.5% | 13,340 | $1.5M |
| Addison Advisors LLC | 0.48% | Add +0.1% | 12,884 | $1.4M |
| Tiaa Trust, National Association | 0.00% | Reduce -2.2% | 12,856 | $1.4M |
| Resonant Capital Advisors, LLC | 0.12% | Add +1.2% | 12,676 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.75% | Reduce -2.0% | 12,600 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 12,240 | $1.3M |
| Obsidian Cio, LLC | 0.33% | Add +9.6% | 12,213 | $1.3M |
| Parkside Advisors LLC | 0.34% | No change | 12,127 | $1.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +2200.4% | 12,100 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +12.3% | 12,086 | $1.3M |
| Mill Creek Capital Advisors, LLC | 0.04% | Add +0.2% | 11,997 | $1.3M |
| Portland Global Advisors LLC | 0.17% | Add +2.3% | 11,720 | $1.3M |
| Wesbanco Bank Inc. | 0.05% | Add +2.4% | 11,719 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.4% | 11,705 | $1.3M |
| Bluestem Financial Advisors, LLC | 0.65% | No change | 11,606 | $1.3M |
| Franklin Resources Inc. | 0.00% | No change | 11,580 | $1.3M |
| Comerica Bank | 0.01% | Reduce -24.2% | 11,180 | $1.2M |
| Sound Stewardship, LLC | 0.74% | Add +1.7% | 11,112 | $1.2M |
| Levy Wealth Management Group, LLC | 0.34% | No change | 11,998 | $1.2M |
| Fernwood Investment Management, LLC | 0.35% | Add +1.6% | 11,003 | $1.2M |
| GoalVest Advisory LLC | 0.39% | Reduce -2.8% | 10,804 | $1.2M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -1.1% | 10,753 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -13.2% | 10,540 | $1.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -9.6% | 10,502 | $1.1M |
| Bank of New Hampshire | 0.30% | Reduce -7.5% | 10,485 | $1.1M |
| Destiny Capital Corp | 0.79% | Add +4.8% | 10,364 | $1.1M |
| Choreo, LLC | 0.03% | No change | 9,815 | $1.1M |
| Mgo One Seven LLC | 0.06% | Reduce -0.1% | 9,707 | $1.1M |
| First Foundation Advisors | 0.04% | Add +38.8% | 9,684 | $1.1M |
| TCWP LLC | 2.80% | Reduce -0.1% | 9,642 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -9.3% | 9,624 | $1.1M |
| Lincoln National Corp. | 0.02% | Reduce -22.0% | 9,596 | $1.0M |
| Capital Investment Counsel, LLC | 0.22% | No change | 9,560 | $1.0M |
| Coastline Trust Co | 0.13% | Add +16.4% | 9,532 | $1.0M |
| Integrated Investment Consultants, LLC | 0.28% | No change | 9,467 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +13.2% | 9,386 | $1.0M |
| Marino, Stram & Associates LLC | 0.24% | Add +0.1% | 9,318 | $1.0M |
| Westside Investment Management, Inc. | 0.24% | Reduce -5.2% | 9,265 | $1.0M |
| Good Life Advisors, LLC | 0.09% | Add +1.0% | 9,102 | $994K |
| Ritholtz Wealth Management | 0.03% | Reduce -1.2% | 9,009 | $983K |
| JNBA Financial Advisors | 0.10% | Reduce -11.4% | 8,930 | $975K |
| Clearstead Advisors, LLC | 0.05% | No change | 8,971 | $972K |
| Ulland Investment Advisors, LLC | 0.78% | No change | 8,880 | $969K |
| Round Rock Advisors LLC | 0.23% | Add +1.8% | 8,772 | $958K |
| Mutual Advisors, LLC | 0.03% | Reduce -1.4% | 8,621 | $941K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -2.1% | 8,568 | $935K |
| Haverford Trust Co | 0.01% | Reduce -8.0% | 8,480 | $926K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -13.0% | 8,435 | $921K |
| WealthShield Partners, LLC | 0.15% | Reduce -0.6% | 8,396 | $917K |
| Traphagen Investment Advisors LLC | 0.10% | Add +0.7% | 8,279 | $904K |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +2.5% | 8,181 | $893K |
| Ameritas Advisory Services, LLC | 0.04% | Add +28.5% | 8,101 | $884K |
| Willow Creek Wealth Management Inc. | 0.10% | No change | 7,959 | $869K |
| Prentiss Smith & Co. Inc. | 0.60% | Add +2.7% | 7,880 | $860K |
| Rollins Financial Advisors, LLC | 0.16% | Reduce -18.5% | 7,843 | $856K |
| Bell Bank | 0.07% | Reduce -2.0% | 7,843 | $856K |
| Flputnam Investment Management Co. | 0.02% | Add +228.1% | 7,695 | $840K |
| Smart Portfolios, LLC | 0.86% | Reduce -1.3% | 7,513 | $820K |
| Balanced Rock Investment Advisors LLC | 0.70% | Reduce -6.3% | 7,498 | $819K |
| Citadel Advisors | 0.00% | Reduce -85.0% | 7,185 | $784K |
| Unionview, LLC | 0.64% | Reduce -0.8% | 7,103 | $775K |
| McClarren Financial Advisors, Inc. | 0.56% | Add +0.3% | 7,090 | $775K |
| Carret Asset Management, LLC | 0.09% | Add +0.3% | 6,921 | $756K |
| Members Trust Co | 0.02% | Reduce -2.3% | 6,849 | $748K |
| Merit Financial Group, LLC | 0.02% | Add +1.2% | 6,954 | $739K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -1.4% | 6,715 | $733K |
| Glenmede Trust Co. NA | 0.00% | Add +4.1% | 6,654 | $726K |
| Villere St Denis J & Co. LLC | 0.06% | Reduce -23.2% | 6,611 | $722K |
| Sax Wealth Advisors, LLC | 0.08% | No change | 6,566 | $717K |
| Hengehold Capital Management LLC | 0.08% | Add +0.6% | 6,500 | $710K |
| Abacus Planning Group, Inc. | 0.14% | Add +10.5% | 6,495 | $709K |
| Jane Street Group, LLC | 0.00% | Add +160.0% | 6,481 | $708K |
| Retirement Income Solutions, Inc. | 0.16% | No change | 6,428 | $702K |
| Sharper & Granite LLC | 0.34% | Reduce -4.5% | 6,519 | $701K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.4% | 6,408 | $700K |
| Sigma Planning Corp | 0.02% | Add +55.7% | 6,245 | $682K |
| Warner Financial, Inc. | 0.34% | Reduce -4.1% | 6,228 | $680K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.17% | Reduce -5.9% | 6,228 | $680K |
| HRT Financial LP | 0.00% | New | 6,227 | $679K |
| Parsons Capital Management Inc. | 0.05% | Reduce -0.8% | 6,182 | $675K |
| WealthBridge Capital Management, LLC | 0.23% | Add +0.0% | 6,133 | $670K |
| Coldstream Capital Management Inc. | 0.02% | No change | 6,039 | $659K |
| PFG Investments, LLC | 0.04% | Add +35.6% | 5,997 | $655K |
| Hills Bank & Trust Co | 0.06% | Reduce -10.0% | 5,939 | $648K |
| Greenup Street Wealth Management LLC | 0.16% | Reduce -13.9% | 5,888 | $643K |
| ProVise Management Group, LLC | 0.06% | Reduce -0.8% | 5,858 | $640K |
| Thrivent Financial for Lutherans | 0.00% | Add +145.0% | 5,852 | $639K |
| MAI Capital Management | 0.01% | Add +57.3% | 5,839 | $637K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -0.3% | 5,831 | $637K |
| ETF Portfolio Partners, Inc. | 0.20% | Add +1.0% | 5,789 | $632K |
| Trust Co. of Vermont | 0.03% | Add +2.9% | 5,700 | $622K |
| Meridian Financial Advisors, LLC | 0.46% | Reduce -7.4% | 5,668 | $619K |
| Well Done, LLC | 0.12% | Reduce -0.0% | 5,528 | $603K |
| Kraft, Davis & Associates, LLC | 0.18% | No change | 5,513 | $598K |
| Peoples Bank | 0.33% | Reduce -0.8% | 5,440 | $594K |
| WJ Wealth Management, LLC | 0.23% | No change | 5,400 | $590K |
| Brighton Jones LLC | 0.02% | Reduce -6.4% | 5,392 | $589K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -0.6% | 5,389 | $588K |
| NBT Bank, N.A. | 0.04% | No change | 5,373 | $587K |
| Western Wealth Management, LLC | 0.05% | Reduce -1.0% | 5,362 | $585K |
| Grand Wealth Management, LLC | 0.28% | No change | 5,324 | $581K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 5,198 | $567K |
| West Financial Advisors, LLC | 0.12% | No change | 5,195 | $567K |
| TriaGen Wealth Management LLC | 0.23% | Reduce -0.3% | 5,055 | $552K |
| Graypoint LLC | 0.04% | Reduce -0.1% | 5,011 | $547K |
| CIBC Asset Management Inc | 0.00% | Reduce -24.2% | 5,000 | $546K |
| CWS Financial Advisors, LLC | 0.22% | Add +0.2% | 4,984 | $544K |
| Morris Financial Concepts, Inc. | 0.28% | Add +27.0% | 4,972 | $543K |
| Nepc LLC | 0.02% | Add +5.6% | 4,945 | $540K |
| TruNorth Capital Management, LLC | 0.19% | — | 4,935 | $539K |
| Agf Management Ltd. | 0.00% | Reduce -2.0% | 4,900 | $535K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 4,878 | $533K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -7.8% | 4,840 | $528K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -16.2% | 4,837 | $528K |
| First Pacific Financial | 0.14% | Reduce -5.3% | 4,746 | $518K |
| Peak Financial Management, Inc. | 0.16% | Add +2.3% | 4,730 | $516K |
| Kesler, Norman & Wride, LLC | 0.11% | No change | 4,662 | $509K |
| Trillium Asset Management, LLC | 0.01% | Add +10.4% | 4,580 | $500K |
| Financial Counselors Inc. | 0.01% | Add +0.5% | 4,519 | $493K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -42.2% | 4,345 | $474K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 4,340 | $474K |
| Pacific Center for Financial Services | 0.13% | Add +0.1% | 4,308 | $470K |
| FMR LLC | 0.00% | Add +48.4% | 4,205 | $459K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -5.2% | 4,159 | $454K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 4,134 | $451K |
| Pine Haven Investment Counsel, Inc | 0.40% | Add +8.7% | 4,131 | $451K |
| Peregrine Asset Advisers, Inc. | 0.18% | No change | 4,094 | $447K |
| Progressive Investment Management Corp | 0.12% | No change | 4,000 | $437K |
| West Coast Financial LLC | 0.05% | Reduce -1.2% | 3,999 | $437K |
| Arrowroot Family Office, LLC | 0.28% | Reduce -15.5% | 3,964 | $433K |
| Win Advisors, Inc. | 0.18% | New | 3,834 | $419K |
| Pathway Financial Advisors LLC | 0.11% | Reduce -0.8% | 3,831 | $418K |
| Fielder Capital Group LLC | 0.19% | Reduce -41.8% | 3,811 | $416K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.4% | 3,804 | $415K |
| Arkos Global Advisors | 0.07% | Reduce -4.0% | 3,789 | $414K |
| North Star Investment Management Corp. | 0.03% | No change | 3,779 | $413K |
| Highview Capital Management LLC | 0.19% | No change | 3,775 | $412K |
| McAdam, LLC | 0.03% | Add +9.8% | 3,766 | $411K |
| Legacy Edge Advisors, LLC | 0.08% | Add +21.3% | 3,703 | $404K |
| Zevin Asset Management LLC | 0.07% | No change | 3,684 | $402K |
| Weaver Consulting Group | 0.15% | No change | 3,682 | $402K |
| PFG Advisors | 0.03% | No change | 3,654 | $399K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -3.3% | 3,650 | $398K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.7% | 3,641 | $397K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +193.9% | 3,635 | $397K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -0.6% | 3,600 | $393K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,600 | $393K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -7.2% | 3,593 | $392K |
| First Personal Financial Services | 0.09% | Reduce -3.8% | 3,566 | $389K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -1.1% | 3,533 | $386K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 3,453 | $377K |
| Harbor Group, Inc. | 0.10% | Add +0.1% | 3,450 | $377K |
| Affinity Wealth Management LLC | 0.07% | No change | 3,406 | $372K |
| Wealth Alliance, LLC | 0.05% | Reduce -0.1% | 3,377 | $369K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 3,343 | $365K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | New | 3,303 | $361K |
| Advisor OS, LLC | 0.04% | Reduce -4.7% | 3,265 | $356K |
| Transform Wealth, LLC | 0.03% | New | 3,258 | $356K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.2% | 3,250 | $355K |
| MJP Associates Inc. | 0.08% | Reduce -4.7% | 3,227 | $352K |
| White Lighthouse Investment Management Inc. | 0.07% | Reduce -5.6% | 3,154 | $344K |
| Flagstar Securities, Inc. | 0.10% | Add +0.3% | 3,142 | $343K |
| Gsa Capital Partners LLP | 0.03% | Reduce -10.9% | 3,143 | $343K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.7% | 3,141 | $343K |
| SWP Financial LLC | 0.24% | Add +7.9% | 3,128 | $341K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,111 | $340K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,075 | $336K |
| MMBG Investment Advisors Co. | 0.04% | Reduce -48.1% | 3,155 | $333K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +2.2% | 3,027 | $330K |
| Prostatis Group LLC | 0.12% | New | 3,006 | $328K |
| Fiduciary Alliance LLC | 0.06% | Reduce -49.6% | 3,013 | $328K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,998 | $327K |
| Opal Wealth Advisors, LLC | 0.11% | Add +2.5% | 2,994 | $327K |
| Panoramic Investment Advisors, LLC | 0.24% | Add +1.3% | 2,990 | $326K |
| LVZ, Inc. | 0.04% | Add +3.1% | 2,966 | $324K |
| BBJS Financial Advisors, LLC | 0.11% | Reduce -10.4% | 2,927 | $320K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -6.0% | 2,922 | $319K |
| Prospera Financial Services Inc | 0.01% | Add +21.0% | 2,912 | $318K |
| Common Fund for Nonprofit Organizations | 0.05% | Reduce -5.3% | 2,890 | $316K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | Add +48.5% | 2,831 | $309K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,820 | $308K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -7.6% | 2,745 | $300K |
| Hoylecohen, LLC | 0.02% | No change | 2,730 | $298K |
| Klingman & Associates, LLC | 0.02% | No change | 2,694 | $294K |
| Guerra Pan Advisors, LLC | 0.27% | No change | 2,664 | $291K |
| Ballentine Partners, LLC | 0.01% | No change | 2,660 | $290K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 2,650 | $289K |
| Mechanics Bank Trust Department | 0.04% | Reduce -35.5% | 2,650 | $289K |
| Archvest Wealth Advisors, Inc. | 0.20% | No change | 2,657 | $289K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 2,580 | $282K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -23.8% | 2,566 | $280K |
| Capital Advisors Wealth Management, LLC | 0.06% | Reduce -0.6% | 2,554 | $279K |
| Flagship Private Wealth, LLC | 0.18% | Add +1.3% | 2,552 | $279K |
| LexAurum Advisors, LLC | 0.07% | Add +4.4% | 2,549 | $278K |
| HCR Wealth Advisors | 0.04% | No change | 2,528 | $276K |
| Brio Consultants, LLC | 0.05% | Add +0.1% | 2,526 | $276K |
| Earned Wealth Advisors, LLC | 0.11% | No change | 2,525 | $276K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 2,523 | $275K |
| Bulltick Wealth Management, LLC | 0.06% | Reduce -2.3% | 2,500 | $273K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 2,478 | $271K |
| LGL Partners, LLC | 0.04% | Add +0.3% | 2,458 | $268K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,451 | $268K |
| Focus Financial Network, Inc. | 0.01% | — | 2,578 | $266K |
| Millennium Management | 0.00% | New | 2,434 | $266K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 2,420 | $264K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,369 | $259K |
| Grove Bank & Trust | 0.04% | No change | 2,328 | $254K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -2.1% | 2,327 | $254K |
| Diversified Trust Co. | 0.01% | Reduce -18.4% | 2,323 | $254K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 2,301 | $251K |
| Signaturefd, LLC | 0.01% | No change | 2,278 | $249K |
| Diversified, LLC | 0.03% | Reduce -4.9% | 2,277 | $249K |
| Harfst & Associates, Inc. | 0.06% | No change | 2,266 | $247K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 2,230 | $243K |
| Private Wealth Management Group, LLC | 0.11% | Reduce -2.2% | 2,211 | $241K |
| AllSquare Wealth Management LLC | 0.14% | No change | 2,210 | $241K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 2,175 | $237K |
| United Bank | 0.03% | New | 2,165 | $236K |
| Arkadios Wealth Advisors | 0.02% | No change | 2,164 | $236K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,150 | $235K |
| Mason & Associates Inc | 0.06% | Reduce -29.7% | 2,130 | $233K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 2,100 | $229K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -11.7% | 2,092 | $228K |
| Hudock, Inc. | 0.05% | Reduce -24.3% | 2,069 | $226K |
| Qube Research & Technologies Ltd | 0.00% | Add +2640.0% | 2,055 | $224K |
| Adirondack Trust Co. | 0.09% | No change | 2,050 | $224K |
| Cornerstone Advisory, LLC | 0.03% | No change | 2,012 | $220K |
| Traveka Wealth, LLC | 0.10% | No change | 2,000 | $218K |
| Spire Wealth Management | 0.00% | Reduce -0.7% | 1,993 | $218K |
| Magnus Financial Group LLC | 0.03% | New | 1,984 | $217K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 1,983 | $216K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.0% | 1,979 | $216K |
| Jones Financial Companies LLLP | 0.00% | Reduce -20.6% | 1,948 | $213K |
| Savant Capital, LLC | 0.00% | New | 1,945 | $212K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 1,941 | $212K |
| Hoxton Planning & Management, LLC | 0.10% | New | 1,941 | $212K |
| Fifth Third Bancorp | 0.00% | Reduce -17.2% | 1,922 | $210K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -13.0% | 1,914 | $209K |
| Mill Capital Management, LLC | 0.02% | New | 1,900 | $207K |
| IHT Wealth Management, LLC | 0.01% | New | 1,886 | $206K |
| Bar Harbor Wealth Management | 0.01% | Reduce -9.2% | 1,883 | $206K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,869 | $204K |
| Pittenger & Anderson Inc. | 0.01% | Add +34.4% | 1,857 | $203K |
| &partners | 0.03% | New | 1,840 | $201K |
| Financial Insights, Inc. | 0.06% | New | 1,840 | $201K |
| Refined Wealth Management | 0.14% | New | 1,833 | $200K |
| Bradley & Co. Private Wealth Management, LLC | 0.16% | No change | 1,800 | $197K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -3.3% | 1,759 | $192K |
| Founders Financial Alliance, LLC | 0.05% | New | 1,560 | $170K |
| Family Manage LLC | 0.03% | No change | 1,449 | $158K |
| Creative Financial Designs Inc. | 0.01% | Reduce -24.3% | 1,352 | $148K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1.1% | 1,210 | $132K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 1,130 | $123K |
| Glen Eagle Advisors, LLC | 0.02% | Add +2.0% | 1,107 | $121K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -13.0% | 1,066 | $116K |
| Cranbrook Wealth Management, LLC | 0.03% | Add +0.1% | 1,049 | $115K |
| Retirement Group, LLC | 0.04% | Add +0.2% | 1,048 | $114K |
| Farther Finance Advisors, LLC | 0.01% | Add +26.5% | 1,026 | $112K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -14.3% | 913 | $100K |
| Howe & Rusling Inc. | 0.01% | No change | 850 | $93K |
| Sandy Spring Bank | 0.00% | No change | 838 | $92K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.4% | 807 | $88K |
| Caldwell Trust Co | 0.01% | No change | 800 | $87K |
| Crewe Advisors LLC | 0.01% | Reduce -2.7% | 789 | $86K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 725 | $79K |
| Parallel Advisors, LLC | 0.00% | Add +2.9% | 714 | $78K |
| Concord Wealth Partners | 0.01% | New | 700 | $76K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 670 | $73K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -74.1% | 658 | $72K |
| Colonial Trust Advisors | 0.01% | No change | 650 | $71K |
| Avior Wealth Management, LLC | 0.00% | New | 617 | $67K |
| Investors Research Corp | 0.02% | No change | 593 | $65K |
| Coston, McIsaac & Partners | 0.02% | Add +0.3% | 575 | $62K |
| Valley National Advisers Inc. | 0.01% | No change | 564 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | New | 542 | $59K |
| First Manhattan Co. Llc. | 0.00% | No change | 538 | $59K |
| Whittier Trust Co. | 0.00% | No change | 531 | $58K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 526 | $57K |
| Private Trust Co. NA | 0.01% | No change | 523 | $57K |
| Woodmont Investment Counsel LLC | 0.00% | New | 512 | $56K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 509 | $56K |
| Westend Capital Management, LLC | 0.02% | — | 503 | $55K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 495 | $54K |
| CoreCap Advisors, LLC | 0.00% | New | 478 | $52K |
| Private Capital Management LLC | 0.01% | No change | 454 | $50K |
| St Germain D J Co. Inc. | 0.00% | No change | 431 | $47K |
| Lanark Financial, Inc. | 0.00% | Add +47.1% | 400 | $43K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 390 | $43K |
| Macroview Investment Management LLC | 0.05% | No change | 382 | $42K |
| Larson Financial Group LLC | 0.00% | No change | 378 | $41K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 350 | $38K |
| Morling Financial Advisors, LLC | 0.02% | New | 345 | $38K |
| Wolff Wiese Magana LLC | 0.03% | No change | 330 | $36K |
| Front Row Advisors LLC | 0.01% | Add +3.8% | 275 | $30K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +30.0% | 234 | $26K |
| Mather Group, Llc. | 0.00% | New | 228 | $23K |
| Dunhill Financial, LLC | 0.02% | Add +0.5% | 204 | $22K |
| Heritage Wealth Advisors | 0.00% | No change | 172 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $16K |
| Financial Perspectives, Inc | 0.01% | Add +0.7% | 142 | $15K |
| LGT Financial Advisors LLC | 0.02% | Add +0.7% | 141 | $15K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 136 | $15K |
| Pacifica Partners Inc. | 0.01% | No change | 132 | $14K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 104 | $11K |
| Lindbrook Capital, LLC | 0.00% | No change | 100 | $11K |
| Mitchell Sinkler & Starr | 0.00% | Reduce -95.2% | 80 | $9K |
| American Capital Advisory, LLC | 0.01% | No change | 84 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 63 | $7K |
| PayPay Securities Corp | 0.31% | Reduce -16.2% | 57 | $6K |
| Clarity Asset Management, Inc. | 0.00% | Reduce -87.3% | 38 | $4K |
| Hexagon Capital Partners LLC | 0.00% | No change | 36 | $4K |
| Horizon Investments, LLC | 0.00% | No change | 33 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 22 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 21 | $2K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 18 | $2K |
| Abound Wealth Management | 0.00% | No change | 13 | $1K |
| Beacon Capital Management, LLC | 0.00% | Add +25.0% | 5 | $546 |
| BNP Paribas Financial Markets | 0.00% | New | 4 | $437 |
| IFP Advisors, Inc | 0.00% | No change | 4 | $437 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $84 |
"% 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.