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 |
| Commerce Bank | 0.01% | No change | 18,300 | $2.1M |
| Baker Avenue Asset Management, LP | 0.07% | Reduce -3.1% | 18,100 | $2.0M |
| CPC Advisors, LLC | 0.33% | Reduce -56.7% | 17,971 | $2.0M |
| One Wealth Advisors, LLC | 0.43% | Add +0.8% | 17,811 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 17,567 | $2.0M |
| New Covenant Trust Company, N.A. | 2.26% | Add +1.7% | 17,291 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.3% | 17,357 | $2.0M |
| HSBC Holdings PLC | 0.00% | No change | 17,300 | $1.9M |
| One Capital Management, LLC | 0.06% | Add +0.6% | 16,551 | $1.9M |
| Hilltop Wealth Advisors, LLC | 0.91% | Reduce -7.2% | 16,153 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -4.9% | 15,913 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +16.1% | 15,908 | $1.8M |
| Fsa Wealth Partners, Inc. | 0.49% | Reduce -33.4% | 15,851 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -13.3% | 15,712 | $1.8M |
| HB Wealth Management, LLC | 0.02% | Add +2.6% | 15,640 | $1.8M |
| Milestone Investment Advisors LLC | 0.46% | Reduce -5.0% | 15,345 | $1.7M |
| Aprio Wealth Management, LLC | 0.31% | Add +0.6% | 15,243 | $1.7M |
| Litman Gregory Wealth Management LLC | 0.15% | No change | 15,165 | $1.7M |
| Birchbrook, Inc. | 1.01% | Reduce -3.8% | 14,989 | $1.7M |
| NorthRock Partners, LLC | 0.06% | Reduce -0.3% | 14,829 | $1.7M |
| Evergreen Capital Management LLC | 0.06% | No change | 14,802 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -52.4% | 14,700 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -3.8% | 14,578 | $1.6M |
| Winthrop Advisory Group LLC | 0.22% | Add +2.2% | 14,561 | $1.6M |
| Bigelow Investment Advisors, LLC | 0.76% | Reduce -5.1% | 14,242 | $1.6M |
| Gould Asset Management LLC | 0.37% | Reduce -3.3% | 14,238 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.0% | 14,008 | $1.6M |
| Fingerlakes Wealth Management, Inc. | 1.41% | Add +2.8% | 13,950 | $1.6M |
| Levy Wealth Management Group, LLC | 0.40% | Add +15.9% | 13,903 | $1.6M |
| Trust Co | 0.20% | Reduce -4.1% | 13,795 | $1.6M |
| Evercore Wealth Management, LLC | 0.02% | No change | 13,512 | $1.5M |
| Tiaa Trust, National Association | 0.00% | No change | 12,856 | $1.4M |
| Addison Advisors LLC | 0.46% | Reduce -0.8% | 12,787 | $1.4M |
| Equitable Holdings, Inc. | 0.02% | Reduce -4.3% | 12,771 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +5.3% | 12,721 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.75% | Reduce -0.9% | 12,482 | $1.4M |
| Resonant Capital Advisors, LLC | 0.11% | Reduce -1.7% | 12,464 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Add +36.8% | 12,274 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 12,240 | $1.4M |
| Aptus Capital Advisors, LLC | 0.03% | No change | 12,100 | $1.4M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +0.2% | 12,017 | $1.4M |
| Parkside Advisors LLC | 0.34% | Reduce -1.8% | 11,907 | $1.3M |
| Obsidian Cio, LLC | 0.32% | Reduce -3.4% | 11,796 | $1.3M |
| Wesbanco Bank Inc. | 0.05% | Add +0.4% | 11,766 | $1.3M |
| Portland Global Advisors LLC | 0.18% | No change | 11,720 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 11,654 | $1.3M |
| Diversified, LLC | 0.15% | Add +407.7% | 11,561 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.7% | 11,393 | $1.3M |
| Bluestem Financial Advisors, LLC | 0.64% | Reduce -2.5% | 11,318 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.15% | Add +36.4% | 11,158 | $1.3M |
| Fernwood Investment Management, LLC | 0.38% | No change | 11,003 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -18.5% | 10,886 | $1.2M |
| Choreo, LLC | 0.02% | Add +10.9% | 10,882 | $1.2M |
| Crestwood Advisors Group, LLC | 0.03% | Add +250.4% | 10,775 | $1.2M |
| Sound Stewardship, LLC | 0.72% | Reduce -4.7% | 10,591 | $1.2M |
| Bank of New Hampshire | 0.31% | No change | 10,485 | $1.2M |
| Destiny Capital Corp | 0.80% | No change | 10,364 | $1.2M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -4.0% | 10,318 | $1.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -33.2% | 9,097 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -6.5% | 9,817 | $1.1M |
| GoalVest Advisory LLC | 0.35% | Reduce -10.6% | 9,659 | $1.1M |
| TCWP LLC | 2.65% | Reduce -0.4% | 9,607 | $1.1M |
| Mgo One Seven LLC | 0.05% | Reduce -1.0% | 9,607 | $1.1M |
| Capital Investment Counsel, LLC | 0.21% | No change | 9,560 | $1.1M |
| First Foundation Advisors | 0.04% | Reduce -1.6% | 9,526 | $1.1M |
| Coastline Trust Co | 0.12% | Reduce -1.3% | 9,410 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.1% | 9,374 | $1.1M |
| Marino, Stram & Associates LLC | 0.26% | Add +0.2% | 9,339 | $1.0M |
| Integrated Investment Consultants, LLC | 0.28% | No change | 9,467 | $1.0M |
| Good Life Advisors, LLC | 0.08% | Reduce -0.3% | 9,078 | $1.0M |
| Westside Investment Management, Inc. | 0.23% | Reduce -2.8% | 9,004 | $1.0M |
| Ulland Investment Advisors, LLC | 0.76% | No change | 8,880 | $998K |
| Round Rock Advisors LLC | 0.24% | No change | 8,772 | $986K |
| Mutual Advisors, LLC | 0.03% | Add +0.1% | 8,629 | $981K |
| Ameritas Advisory Services, LLC | 0.04% | Add +7.0% | 8,670 | $974K |
| Citigroup Inc. | 0.00% | Reduce -11.1% | 8,558 | $962K |
| Haverford Trust Co | 0.01% | No change | 8,480 | $953K |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.1% | 8,439 | $948K |
| Traphagen Investment Advisors LLC | 0.10% | Add +0.0% | 8,281 | $931K |
| Harbour Investments, Inc. | 0.03% | Reduce -21.6% | 8,259 | $928K |
| JNBA Financial Advisors | 0.10% | Reduce -8.6% | 8,159 | $917K |
| Balanced Rock Investment Advisors LLC | 0.77% | Add +8.1% | 8,104 | $911K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -6.3% | 8,026 | $902K |
| WealthShield Partners, LLC | 0.14% | Reduce -5.0% | 7,976 | $896K |
| Prentiss Smith & Co. Inc. | 0.62% | Add +0.1% | 7,886 | $886K |
| Ritholtz Wealth Management | 0.03% | Reduce -13.1% | 7,832 | $880K |
| Flputnam Investment Management Co. | 0.02% | No change | 7,695 | $865K |
| Willow Creek Wealth Management Inc. | 0.10% | Reduce -3.5% | 7,679 | $863K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.21% | Add +22.2% | 7,611 | $855K |
| Smart Portfolios, LLC | 0.84% | Reduce -1.3% | 7,412 | $833K |
| Sax Wealth Advisors, LLC | 0.08% | Add +12.8% | 7,405 | $832K |
| Rollins Financial Advisors, LLC | 0.14% | Reduce -9.3% | 7,117 | $800K |
| Flow Traders U.S. LLC | 0.04% | Reduce -77.2% | 7,046 | $792K |
| Unionview, LLC | 0.64% | Reduce -1.7% | 6,984 | $785K |
| Jane Street Group, LLC | 0.00% | Add +7.5% | 6,967 | $783K |
| Carret Asset Management, LLC | 0.09% | Add +0.2% | 6,937 | $780K |
| Silver Oak Securities, Incorporated | 0.12% | New | 6,916 | $777K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 6,715 | $755K |
| Abacus Planning Group, Inc. | 0.15% | Add +2.5% | 6,654 | $748K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.0% | 6,586 | $740K |
| Hengehold Capital Management LLC | 0.08% | Add +0.1% | 6,506 | $731K |
| Members Trust Co | 0.02% | Reduce -5.0% | 6,503 | $731K |
| Sharper & Granite LLC | 0.35% | Reduce -1.0% | 6,454 | $725K |
| &partners | 0.03% | Add +250.7% | 6,452 | $725K |
| Mather Group, Llc. | 0.01% | Add +2806.6% | 6,627 | $723K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +72.0% | 6,253 | $703K |
| Warner Financial, Inc. | 0.34% | Add +0.1% | 6,235 | $701K |
| Comerica Bank | 0.00% | Reduce -44.4% | 6,217 | $699K |
| Parsons Capital Management Inc. | 0.05% | Reduce -1.4% | 6,098 | $685K |
| Coldstream Capital Management Inc. | 0.02% | No change | 6,039 | $679K |
| Modera Wealth Management, LLC | 0.01% | Reduce -6.5% | 5,989 | $673K |
| Hills Bank & Trust Co | 0.05% | No change | 5,939 | $667K |
| WealthBridge Capital Management, LLC | 0.22% | Reduce -3.6% | 5,914 | $665K |
| MAI Capital Management | 0.01% | Add +0.2% | 5,850 | $657K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.3% | 5,778 | $649K |
| ProVise Management Group, LLC | 0.05% | Reduce -2.0% | 5,740 | $645K |
| Greenup Street Wealth Management LLC | 0.15% | Reduce -2.8% | 5,721 | $643K |
| Bell Bank | 0.05% | Reduce -28.4% | 5,613 | $631K |
| Kraft, Davis & Associates, LLC | 0.19% | Add +0.3% | 5,529 | $629K |
| Legacy Edge Advisors, LLC | 0.12% | Add +50.5% | 5,574 | $626K |
| Sigma Planning Corp | 0.02% | Reduce -11.0% | 5,560 | $625K |
| West Financial Advisors, LLC | 0.13% | Add +6.7% | 5,544 | $623K |
| Well Done, LLC | 0.13% | Add +0.2% | 5,541 | $623K |
| Trust Co. of Vermont | 0.03% | Reduce -2.9% | 5,537 | $622K |
| Brighton Jones LLC | 0.02% | Add +2.6% | 5,534 | $622K |
| Meridian Financial Advisors, LLC | 0.45% | Reduce -3.5% | 5,468 | $614K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -6.8% | 5,436 | $611K |
| Villere St Denis J & Co. LLC | 0.05% | Reduce -18.1% | 5,411 | $608K |
| WJ Wealth Management, LLC | 0.22% | No change | 5,400 | $607K |
| Morris Financial Concepts, Inc. | 0.29% | Add +8.2% | 5,377 | $604K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -0.4% | 5,368 | $603K |
| First Command Advisory Services, Inc. | 0.01% | Add +10.1% | 5,330 | $599K |
| PFG Investments, LLC | 0.04% | Reduce -11.4% | 5,311 | $597K |
| FMR LLC | 0.00% | Add +25.9% | 5,296 | $595K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 5,198 | $584K |
| Silverlake Wealth Management LLC | 0.24% | New | 5,156 | $579K |
| Merit Financial Group, LLC | 0.01% | Reduce -25.9% | 5,154 | $579K |
| Peoples Bank | 0.30% | Reduce -6.9% | 5,065 | $569K |
| TriaGen Wealth Management LLC | 0.22% | No change | 5,055 | $568K |
| Graypoint LLC | 0.04% | Add +0.0% | 5,012 | $563K |
| CWS Financial Advisors, LLC | 0.22% | Add +0.1% | 4,989 | $561K |
| TruNorth Capital Management, LLC | 0.18% | No change | 4,935 | $554K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 4,878 | $548K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.0% | 4,850 | $545K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 4,821 | $542K |
| Nepc LLC | 0.02% | Reduce -3.3% | 4,783 | $537K |
| Peak Financial Management, Inc. | 0.17% | Add +0.2% | 4,740 | $533K |
| Waverly Advisors, LLC | 0.01% | New | 4,730 | $532K |
| Kesler, Norman & Wride, LLC | 0.11% | No change | 4,662 | $524K |
| Trillium Asset Management, LLC | 0.01% | No change | 4,580 | $515K |
| Western Wealth Management, LLC | 0.04% | Reduce -16.7% | 4,465 | $502K |
| Financial Counselors Inc. | 0.01% | Reduce -2.7% | 4,396 | $494K |
| First Pacific Financial | 0.13% | Reduce -7.6% | 4,386 | $493K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 4,343 | $488K |
| NBT Bank, N.A. | 0.03% | Reduce -19.4% | 4,328 | $486K |
| Pacific Center for Financial Services | 0.14% | Add +0.1% | 4,311 | $484K |
| Agf Management Ltd. | 0.00% | Reduce -12.2% | 4,300 | $483K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 4,159 | $467K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 4,134 | $465K |
| Peregrine Asset Advisers, Inc. | 0.18% | No change | 4,094 | $460K |
| First Citizens Bank & Trust Co. | 0.01% | New | 4,087 | $459K |
| Progressive Investment Management Corp | 0.12% | No change | 4,000 | $449K |
| West Coast Financial LLC | 0.05% | No change | 3,999 | $449K |
| McAdam, LLC | 0.03% | Add +5.0% | 3,954 | $444K |
| Pine Haven Investment Counsel, Inc | 0.38% | Reduce -4.8% | 3,931 | $442K |
| Pinnacle Associates Ltd. | 0.01% | Add +4.6% | 3,809 | $428K |
| Bradley & Co. Private Wealth Management, LLC | 0.32% | Add +110.8% | 3,795 | $426K |
| North Star Investment Management Corp. | 0.03% | No change | 3,779 | $425K |
| Arkos Global Advisors | 0.07% | Reduce -2.2% | 3,706 | $416K |
| Zevin Asset Management LLC | 0.07% | No change | 3,684 | $414K |
| Weaver Consulting Group | 0.14% | No change | 3,682 | $414K |
| Gsa Capital Partners LLP | 0.03% | Add +16.7% | 3,668 | $412K |
| Global Retirement Partners, LLC | 0.01% | Add +6.1% | 3,665 | $412K |
| PFG Advisors | 0.03% | Reduce -0.1% | 3,649 | $410K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,600 | $405K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.7% | 3,587 | $403K |
| First Personal Financial Services | 0.09% | No change | 3,566 | $401K |
| Citadel Advisors | 0.00% | Reduce -50.5% | 3,559 | $400K |
| Arrowroot Family Office, LLC | 0.25% | Reduce -10.6% | 3,543 | $398K |
| Pension & Wealth Management Advisors, Inc. | 0.23% | Add +25.1% | 3,543 | $398K |
| Harbor Group, Inc. | 0.10% | Add +0.1% | 3,454 | $388K |
| BBJS Financial Advisors, LLC | 0.14% | Add +17.3% | 3,433 | $386K |
| Highview Capital Management LLC | 0.16% | Reduce -9.6% | 3,413 | $384K |
| Sanctuary Advisors, LLC | 0.00% | — | 3,639 | $383K |
| Aspiriant, LLC | 0.02% | New | 3,412 | $383K |
| Affinity Wealth Management LLC | 0.07% | No change | 3,406 | $383K |
| Wealth Alliance, LLC | 0.05% | Reduce -0.0% | 3,376 | $379K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -6.9% | 3,345 | $376K |
| Diversify Advisory Services, LLC | 0.02% | New | 3,263 | $373K |
| ETF Portfolio Partners, Inc. | 0.12% | Reduce -42.8% | 3,310 | $372K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -1.4% | 3,298 | $371K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -7.6% | 3,264 | $367K |
| Empower Advisory Group, LLC | 0.00% | No change | 3,250 | $365K |
| Common Fund for Nonprofit Organizations | 0.05% | Add +11.9% | 3,235 | $363K |
| HRT Financial LP | 0.00% | Reduce -48.6% | 3,198 | $359K |
| SWP Financial LLC | 0.24% | Add +1.6% | 3,179 | $357K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,155 | $355K |
| White Lighthouse Investment Management Inc. | 0.07% | No change | 3,154 | $354K |
| Jones Financial Companies LLLP | 0.00% | Add +61.5% | 3,146 | $354K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +3.9% | 3,144 | $353K |
| Prostatis Group LLC | 0.12% | Add +3.9% | 3,123 | $351K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,111 | $350K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -14.3% | 3,086 | $347K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.8% | 3,086 | $347K |
| Transform Wealth, LLC | 0.03% | Reduce -6.2% | 3,055 | $343K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -16.4% | 3,050 | $343K |
| Opal Wealth Advisors, LLC | 0.11% | Add +1.5% | 3,039 | $342K |
| Advisor OS, LLC | 0.04% | Reduce -7.3% | 3,026 | $340K |
| Brio Consultants, LLC | 0.06% | Add +18.8% | 3,000 | $337K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,998 | $337K |
| MJP Associates Inc. | 0.07% | Reduce -7.4% | 2,988 | $336K |
| LVZ, Inc. | 0.05% | No change | 2,966 | $333K |
| Flagstar Securities, Inc. | 0.09% | Reduce -6.2% | 2,947 | $331K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 2,922 | $328K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,820 | $317K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +6.5% | 2,747 | $309K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,745 | $308K |
| Hoylecohen, LLC | 0.02% | No change | 2,730 | $307K |
| Klingman & Associates, LLC | 0.02% | No change | 2,694 | $303K |
| Bar Harbor Wealth Management | 0.02% | Add +42.5% | 2,683 | $301K |
| Guerra Pan Advisors, LLC | 0.25% | No change | 2,664 | $299K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 2,650 | $298K |
| Mechanics Bank Trust Department | 0.04% | No change | 2,650 | $298K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.2% | 2,573 | $297K |
| Flagship Private Wealth, LLC | 0.17% | Add +2.5% | 2,617 | $294K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 2,566 | $288K |
| LexAurum Advisors, LLC | 0.07% | Add +0.0% | 2,550 | $287K |
| Strategic Wealth Investment Group, LLC | 0.04% | — | 2,539 | $285K |
| HCR Wealth Advisors | 0.04% | No change | 2,528 | $284K |
| Earned Wealth Advisors, LLC | 0.11% | No change | 2,525 | $284K |
| Neuberger Berman Group LLC | 0.00% | Add +27.0% | 2,514 | $282K |
| Creekside Partners | 0.15% | — | 2,489 | $280K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 2,482 | $279K |
| LGL Partners, LLC | 0.04% | Add +0.2% | 2,464 | $277K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,451 | $275K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -1.2% | 2,392 | $269K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -45.6% | 2,364 | $266K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +19.0% | 2,359 | $265K |
| Grove Bank & Trust | 0.04% | No change | 2,328 | $262K |
| Diversified Trust Co. | 0.01% | No change | 2,323 | $261K |
| Financial Connections Group, Inc. | 0.13% | New | 2,313 | $259K |
| Arete Wealth Advisors, LLC | 0.02% | New | 2,303 | $259K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -8.5% | 2,309 | $259K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.0% | 2,302 | $259K |
| Signaturefd, LLC | 0.01% | No change | 2,278 | $256K |
| Harfst & Associates, Inc. | 0.06% | No change | 2,266 | $255K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -2.6% | 2,266 | $255K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -11.8% | 2,254 | $253K |
| Arkadios Wealth Advisors | 0.02% | Add +3.4% | 2,238 | $251K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 2,230 | $251K |
| Private Wealth Management Group, LLC | 0.11% | No change | 2,211 | $248K |
| AllSquare Wealth Management LLC | 0.15% | No change | 2,210 | $248K |
| Adirondack Trust Co. | 0.10% | Add +7.1% | 2,195 | $247K |
| Fifth Third Bancorp | 0.00% | Add +13.4% | 2,180 | $245K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,150 | $242K |
| Boothe Investment Group, Inc. | 0.11% | New | 2,140 | $240K |
| Mason & Associates Inc | 0.06% | No change | 2,130 | $239K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 2,100 | $236K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -0.5% | 2,082 | $234K |
| Hudock, Inc. | 0.04% | Add +0.1% | 2,070 | $233K |
| IAG Wealth Partners, LLC | 0.05% | Add +8.1% | 2,068 | $232K |
| Cornerstone Advisory, LLC | 0.03% | No change | 2,012 | $226K |
| Traveka Wealth, LLC | 0.11% | No change | 2,000 | $225K |
| Magnus Financial Group LLC | 0.03% | Add +0.3% | 1,989 | $223K |
| World Investment Advisors | 0.01% | New | 1,975 | $222K |
| Eagle Strategies LLC | 0.04% | New | 1,949 | $219K |
| Savant Capital, LLC | 0.00% | Reduce -0.1% | 1,944 | $218K |
| Pittenger & Anderson Inc. | 0.01% | Add +4.6% | 1,942 | $218K |
| Hoxton Planning & Management, LLC | 0.10% | No change | 1,941 | $218K |
| Fielder Capital Group LLC | 0.08% | Reduce -49.4% | 1,930 | $217K |
| Mill Capital Management, LLC | 0.02% | No change | 1,900 | $214K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.5% | 1,879 | $211K |
| Spire Wealth Management | 0.01% | Reduce -7.5% | 1,843 | $207K |
| Financial Insights, Inc. | 0.06% | No change | 1,840 | $207K |
| Refined Wealth Management | 0.16% | No change | 1,833 | $206K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -6.2% | 1,821 | $205K |
| Wealthgarden F.S. LLC | 0.21% | — | 1,815 | $204K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,800 | $202K |
| Two Sigma Securities, LLC | 0.01% | New | 1,783 | $200K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -1.1% | 1,739 | $195K |
| Founders Financial Alliance, LLC | 0.05% | No change | 1,560 | $175K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +132.7% | 1,559 | $175K |
| Family Manage LLC | 0.03% | No change | 1,449 | $163K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -33.1% | 1,375 | $155K |
| Creative Financial Designs Inc. | 0.01% | Reduce -7.0% | 1,258 | $141K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.9% | 1,221 | $137K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 1,130 | $127K |
| Glen Eagle Advisors, LLC | 0.02% | Add +1.1% | 1,119 | $126K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -0.4% | 1,062 | $119K |
| Cranbrook Wealth Management, LLC | 0.03% | Reduce -7.0% | 976 | $110K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -3.9% | 877 | $99K |
| Howe & Rusling Inc. | 0.01% | No change | 850 | $96K |
| Sandy Spring Bank | 0.00% | Reduce -0.9% | 830 | $93K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.3% | 809 | $91K |
| Caldwell Trust Co | 0.01% | No change | 800 | $90K |
| Crewe Advisors LLC | 0.01% | No change | 789 | $89K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 725 | $81K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.8% | 694 | $78K |
| Colonial Trust Advisors | 0.01% | No change | 650 | $73K |
| Investors Research Corp | 0.02% | No change | 593 | $67K |
| Coston, McIsaac & Partners | 0.02% | Add +0.2% | 576 | $64K |
| Valley National Advisers Inc. | 0.01% | No change | 564 | $63K |
| Whittier Trust Co. | 0.00% | No change | 531 | $60K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 526 | $59K |
| Private Trust Co. NA | 0.01% | No change | 523 | $59K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -49.5% | 518 | $58K |
| AdvisorNet Financial, Inc | 0.01% | No change | 509 | $57K |
| Westend Capital Management, LLC | 0.02% | No change | 503 | $56K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 495 | $56K |
| Front Row Advisors LLC | 0.02% | Add +69.1% | 465 | $52K |
| St Germain D J Co. Inc. | 0.00% | No change | 431 | $48K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.1% | 417 | $48K |
| Lanark Financial, Inc. | 0.00% | Add +3.0% | 412 | $46K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 390 | $44K |
| Macroview Investment Management LLC | 0.05% | No change | 382 | $43K |
| Larson Financial Group LLC | 0.00% | No change | 378 | $42K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 350 | $39K |
| Wolff Wiese Magana LLC | 0.03% | No change | 330 | $37K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 300 | $34K |
| Chilton Capital Management LLC | 0.00% | New | 300 | $34K |
| Dunhill Financial, LLC | 0.01% | No change | 204 | $23K |
| Heritage Wealth Advisors | 0.00% | No change | 172 | $19K |
| Private Capital Management LLC | 0.00% | Reduce -64.3% | 162 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $17K |
| Financial Perspectives, Inc | 0.01% | No change | 142 | $16K |
| LGT Financial Advisors LLC | 0.03% | No change | 141 | $16K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 136 | $15K |
| Hobbs Group Advisors, LLC | 0.01% | — | 116 | $13K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 104 | $12K |
| Cypress Capital, LLC | 0.00% | New | 100 | $11K |
| Lindbrook Capital, LLC | 0.00% | No change | 100 | $11K |
| Grand Wealth Management, LLC | 0.01% | Reduce -98.4% | 84 | $9K |
| Mitchell Sinkler & Starr | 0.00% | No change | 80 | $9K |
| Simplex Trading, LLC | 0.00% | New | 84 | $9K |
| American Capital Advisory, LLC | 0.01% | No change | 84 | $8K |
| International Assets Investment Management, LLC | 0.00% | New | 70 | $8K |
| Avior Wealth Management, LLC | 0.00% | Reduce -91.4% | 53 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3900.0% | 40 | $4K |
| Clarity Asset Management, Inc. | 0.00% | No change | 38 | $4K |
| Hexagon Capital Partners LLC | 0.00% | No change | 36 | $4K |
| Horizon Investments, LLC | 0.00% | No change | 33 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 31 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $3K |
| PayPay Securities Corp | 0.21% | Reduce -61.4% | 22 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 22 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 21 | $2K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 18 | $2K |
| Abound Wealth Management | 0.00% | No change | 13 | $1K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -96.8% | 224 | $795 |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $562 |
| IFP Advisors, Inc | 0.00% | No change | 4 | $449 |
| Strategic Financial Concepts, LLC | 0.00% | New | 35,495 | $314 |
"% 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.