iShares ESG Optimized MSCI USUSAETF
13F holders, Q2 2024 (June 30)452holders −1
22new positions
25sold out
2famous investors
$112.18avg. 13F price*
At the end of Q2 2024, 452 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, down 1 from Q1 2024. 22 opened new positions and 25 sold out. The largest holders were JPMorgan Chase & Co. ($180.0M), Bank of America Corp. ($168.8M) and Morgan Stanley ($132.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $23.0M |
| Exits | 25 | $7.2M |
All 13F filers, Q1 2024 → Q2 2024: 484,134 shares bought and 752,156 shares sold, net −268,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 452 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -1.3% | 1,601,866 | $180.0M |
| Bank of America Corp. | 0.02% | Reduce -2.2% | 1,502,376 | $168.8M |
| Morgan Stanley | 0.01% | Reduce -1.1% | 1,177,524 | $132.3M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.2% | 1,000,858 | $112.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.3% | 837,422 | $94.1M |
| Spinnaker Trust | 5.04% | Reduce -13.3% | 700,791 | $78.7M |
| Royal Bank of Canada | 0.02% | Add +1.7% | 613,263 | $68.9M |
| UBS Group AG | 0.02% | Reduce -2.2% | 585,640 | $65.8M |
| M&T Bank Corp | 0.20% | Reduce -1.7% | 508,753 | $57.2M |
| BlackRock Inc. | 0.00% | Add +1.6% | 458,800 | $51.6M |
| Mission Wealth Management, LP | 1.38% | Reduce -5.5% | 452,300 | $50.8M |
| Wells Fargo & Company | 0.01% | Reduce -3.5% | 405,725 | $45.6M |
| Deutsche Bank AG | 0.02% | No change | 383,249 | $43.1M |
| Acorns Advisers, LLC | 0.44% | Add +2.8% | 365,633 | $41.1M |
| LPL Financial LLC | 0.02% | Reduce -1.1% | 325,320 | $36.6M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +1.1% | 304,258 | $34.2M |
| Shira Ridge Wealth Management | 17.08% | Reduce -0.6% | 272,887 | $30.7M |
| Ellevest, Inc. | 1.58% | Add +0.7% | 235,074 | $26.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.9% | 210,801 | $23.7M |
| Fund Evaluation Group, LLC | 1.37% | Reduce -2.2% | 198,876 | $22.3M |
| Betterment LLC | 0.06% | Reduce -3.4% | 192,784 | $21.7M |
| Truist Financial Corp. | 0.03% | Reduce -0.1% | 181,135 | $20.4M |
| US Bancorp \de | 0.03% | Reduce -12.8% | 180,472 | $20.3M |
| Mariner, LLC | 0.03% | Add +7.6% | 149,137 | $16.8M |
| Baird Financial Group, Inc. | 0.03% | Add +2.2% | 143,973 | $16.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.8% | 129,758 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +9.7% | 119,287 | $13.4M |
| Bank Hapoalim BM | 1.88% | New | 113,250 | $12.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.5% | 107,730 | $12.1M |
| Farrow Financial, Inc. | 7.75% | Add +1.8% | 101,114 | $11.4M |
| Raymond James & Associates | 0.01% | Reduce -9.5% | 97,596 | $11.0M |
| D.A. Davidson & Co. | 0.10% | Reduce -2.0% | 97,195 | $10.9M |
| Quent Capital, LLC | 1.07% | Reduce -2.1% | 86,583 | $9.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.1% | 84,194 | $9.5M |
| Money Design Co.,Ltd. | 0.51% | Reduce -10.3% | 83,430 | $9.4M |
| HM Payson & Co. | 0.17% | Add +1.4% | 82,997 | $9.3M |
| Tompkins Financial Corp. | 0.96% | Add +1.4% | 81,855 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.0% | 79,329 | $8.9M |
| Charter Oak Capital Management, LLC | 0.91% | Reduce -1.7% | 77,915 | $8.8M |
| Stewardship Advisors, LLC | 2.87% | Reduce -28.3% | 77,175 | $8.7M |
| Robertson Stephens Wealth Management, LLC | 0.41% | Add +0.8% | 69,685 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -2.3% | 68,757 | $7.7M |
| Corundum Group, Inc. | 2.99% | Reduce -1.8% | 68,060 | $7.6M |
| Regions Financial Corp. | 0.06% | Reduce -3.8% | 65,757 | $7.4M |
| SOA Wealth Advisors, LLC. | 1.46% | Reduce -12.6% | 64,467 | $7.2M |
| Northern Trust Corp. | 0.00% | Reduce -18.7% | 64,354 | $7.2M |
| Roof Eidam Maycock Peralta, LLC | 1.91% | Reduce -5.1% | 62,651 | $7.0M |
| Accredited Investors Inc. | 0.43% | Add +22.5% | 60,809 | $6.8M |
| Keybank National Association | 0.03% | Reduce -8.3% | 60,488 | $6.8M |
| MML Investors Services, LLC | 0.03% | Add +6.7% | 57,263 | $6.4M |
| Permanens Capital L.P. | 0.64% | Reduce -15.7% | 55,547 | $6.2M |
| Cetera Investment Advisers | 0.01% | Reduce -0.1% | 54,697 | $6.1M |
| Garde Capital, Inc. | 0.42% | Reduce -1.2% | 53,687 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.6% | 52,484 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.2% | 51,212 | $5.8M |
| Creative Planning | 0.01% | Add +31.6% | 50,206 | $5.6M |
| LFA - Lugano Financial Advisors SA | 4.22% | Add +57.6% | 49,246 | $5.5M |
| SageView Advisory Group, LLC | 0.34% | New | 48,238 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +138.2% | 48,068 | $5.4M |
| Bank of Montreal | 0.00% | Add +1.6% | 47,768 | $5.4M |
| NewEdge Advisors, LLC | 0.04% | Add +13.7% | 44,885 | $5.0M |
| Bear Mountain Capital, Inc. | 1.77% | Add +3.6% | 37,492 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +20.5% | 37,998 | $4.3M |
| 3EDGE Asset Management, LP | 0.33% | Reduce -16.5% | 37,485 | $4.2M |
| Focus Partners Wealth | 0.01% | Add +74.5% | 36,958 | $4.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.0% | 35,931 | $4.0M |
| Brookstone Capital Management | 0.07% | Reduce -1.5% | 34,580 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -21.5% | 34,914 | $3.9M |
| Advisory Services Network, LLC | 0.08% | Add +15.1% | 34,614 | $3.9M |
| Long Run Wealth Advisors, LLC | 0.98% | Reduce -16.7% | 34,482 | $3.9M |
| Olde Wealth Management, LLC | 1.45% | Reduce -3.8% | 33,792 | $3.8M |
| BigSur Wealth Management LLC | 1.10% | No change | 32,000 | $3.6M |
| Cobblestone Capital Advisors LLC | 0.22% | Add +0.4% | 31,673 | $3.6M |
| Destination Wealth Management | 0.11% | Reduce -1.6% | 30,585 | $3.4M |
| Glenview Trust Co | 0.07% | Add +9.1% | 30,000 | $3.4M |
| Relyea Zuckerberg Hanson LLC | 0.56% | Reduce -2.0% | 29,793 | $3.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Reduce -1.4% | 29,607 | $3.3M |
| Shepherd Financial Partners LLC | 0.43% | Reduce -3.1% | 29,590 | $3.3M |
| Cerity Partners LLC | 0.01% | Reduce -5.3% | 29,345 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +0.0% | 29,052 | $3.3M |
| Kingsview Wealth Management, LLC | 0.07% | Add +17.0% | 27,494 | $3.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.43% | No change | 27,064 | $3.0M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Reduce -2.6% | 26,232 | $2.9M |
| Simmons Bank | 0.20% | No change | 24,148 | $2.7M |
| Blair William & Co. | 0.01% | Add +0.0% | 23,611 | $2.7M |
| VERITY Wealth Advisors | 1.98% | No change | 23,554 | $2.6M |
| Composition Wealth, LLC | 0.06% | Add +0.6% | 22,989 | $2.6M |
| Bailard, Inc. | 0.07% | Reduce -8.0% | 22,940 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.1% | 22,729 | $2.6M |
| Cwm, LLC | 0.01% | Add +5.2% | 22,600 | $2.5M |
| CGN Advisors LLC | 0.29% | Reduce -5.9% | 22,099 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -49.0% | 22,032 | $2.5M |
| Asset Dedication, LLC | 0.17% | Reduce -4.3% | 21,756 | $2.4M |
| Ledyard National Bank | 0.23% | Add +1.3% | 21,201 | $2.4M |
| Allworth Financial LP | 0.02% | Add +0.0% | 20,873 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +0.2% | 20,681 | $2.3M |
| Colorado Capital Management, Inc. | 1.26% | Reduce -9.9% | 18,624 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | No change | 19,934 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.9% | 19,554 | $2.2M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.2% | 19,313 | $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.