iShares ESG Optimized MSCI USUSAETF
13F holders, Q3 2024 (September 30)460holders +8
27new positions
18sold out
2famous investors
$121.01avg. 13F price*
At the end of Q3 2024, 460 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, up 8 from Q2 2024. 27 opened new positions and 18 sold out. The largest holders were JPMorgan Chase & Co. ($191.6M), Bank of America Corp. ($179.7M) and Morgan Stanley ($140.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $30.5M |
| Exits | 18 | $5.8M |
All 13F filers, Q2 2024 → Q3 2024: 723,552 shares bought and 844,882 shares sold, net −121,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 460 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -0.6% | 1,592,005 | $191.6M |
| Bank of America Corp. | 0.02% | Reduce -0.6% | 1,493,016 | $179.7M |
| Morgan Stanley | 0.01% | Reduce -1.2% | 1,162,959 | $140.0M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.2% | 998,976 | $120.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.0% | 812,445 | $97.8M |
| Spinnaker Trust | 4.67% | Reduce -10.2% | 629,088 | $75.7M |
| UBS Group AG | 0.02% | Reduce -0.6% | 582,206 | $70.1M |
| Royal Bank of Canada | 0.02% | Reduce -5.6% | 579,084 | $69.7M |
| M&T Bank Corp | 0.20% | Add +0.7% | 512,136 | $61.6M |
| BlackRock, Inc. | 0.00% | — | 468,559 | $56.4M |
| Mission Wealth Management, LP | 1.37% | Add +2.0% | 461,236 | $55.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 396,501 | $47.7M |
| Deutsche Bank AG | 0.02% | No change | 383,249 | $46.1M |
| Acorns Advisers, LLC | 0.44% | Add +1.4% | 370,656 | $44.6M |
| LPL Financial LLC | 0.02% | Reduce -2.7% | 316,419 | $38.1M |
| Shira Ridge Wealth Management | 16.10% | Reduce -3.9% | 262,229 | $31.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.6% | 237,286 | $28.6M |
| Ellevest, Inc. | 1.56% | Reduce -0.3% | 234,381 | $28.2M |
| World Investment Advisors | 0.75% | Add +9889.3% | 197,289 | $23.7M |
| Betterment LLC | 0.05% | Reduce -1.4% | 190,078 | $22.9M |
| US Bancorp \de | 0.03% | Reduce -5.8% | 170,028 | $20.5M |
| Truist Financial Corp. | 0.03% | Reduce -12.5% | 158,453 | $19.1M |
| Mariner, LLC | 0.03% | Add +3.9% | 155,008 | $18.7M |
| Fund Evaluation Group, LLC | 1.02% | Reduce -22.7% | 153,683 | $18.5M |
| Baird Financial Group, Inc. | 0.03% | Add +1.1% | 145,550 | $17.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -4.2% | 124,311 | $15.0M |
| Bank Hapoalim BM | 2.16% | No change | 113,250 | $13.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.8% | 105,166 | $12.7M |
| Raymond James & Associates | 0.01% | Add +6.5% | 103,968 | $12.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.9% | 102,403 | $12.3M |
| McClarren Financial Advisors, Inc. | 1.55% | Add +1886.6% | 4,450 | $12.3M |
| Tompkins Financial Corp. | 1.17% | Add +23.6% | 101,138 | $12.2M |
| Farrow Financial, Inc. | 7.52% | Reduce -1.9% | 99,142 | $11.9M |
| Quent Capital, LLC | 1.05% | Reduce -0.9% | 85,819 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.9% | 84,038 | $10.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.6% | 82,875 | $10.0M |
| HM Payson & Co. | 0.17% | Reduce -0.7% | 82,391 | $9.9M |
| Money Design Co.,Ltd. | 0.48% | Reduce -4.4% | 79,741 | $9.6M |
| Charter Oak Capital Management, LLC | 0.88% | Add +0.8% | 78,552 | $9.5M |
| Stewardship Advisors, LLC | 2.62% | Reduce -0.1% | 77,136 | $9.3M |
| GeoWealth Management, LLC | 0.31% | New | 72,920 | $8.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -76.5% | 71,504 | $8.6M |
| Elevation Capital Advisory, LLC | 3.76% | New | 70,841 | $8.5M |
| Corundum Group, Inc. | 3.68% | Reduce -1.5% | 67,024 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -6.0% | 64,622 | $7.8M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 64,336 | $7.7M |
| Regions Financial Corp. | 0.06% | Reduce -3.1% | 63,706 | $7.7M |
| Robertson Stephens Wealth Management, LLC | 0.28% | Reduce -9.5% | 63,090 | $7.6M |
| Accredited Investors Inc. | 0.43% | Add +1.8% | 61,920 | $7.5M |
| SOA Wealth Advisors, LLC. | 1.38% | Reduce -6.5% | 60,248 | $7.3M |
| Keybank National Association | 0.03% | Reduce -0.5% | 60,218 | $7.2M |
| Roof Eidam Maycock Peralta, LLC | 1.81% | Reduce -5.4% | 59,268 | $7.1M |
| MML Investors Services, LLC | 0.03% | Reduce -0.0% | 57,248 | $6.9M |
| D.A. Davidson & Co. | 0.06% | Reduce -41.6% | 56,800 | $6.8M |
| Permanens Capital L.P. | 1.36% | No change | 55,547 | $6.7M |
| Garde Capital, Inc. | 0.42% | Reduce -0.5% | 53,421 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.2% | 52,567 | $6.3M |
| Cetera Investment Advisers | 0.01% | Reduce -4.4% | 52,266 | $6.3M |
| Bank of Montreal | 0.00% | Add +8.3% | 51,721 | $6.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.9% | 49,710 | $6.0M |
| Ameritas Advisory Services, LLC | 0.25% | Add +448.1% | 47,521 | $5.7M |
| NewEdge Advisors, LLC | 0.04% | Add +4.2% | 46,775 | $5.6M |
| SageView Advisory Group, LLC | 0.28% | Reduce -4.5% | 46,079 | $5.5M |
| LFA - Lugano Financial Advisors SA | 3.71% | Reduce -8.0% | 45,326 | $5.5M |
| Hilltop Wealth Advisors, LLC | 2.51% | Add +176.2% | 44,610 | $5.4M |
| 3EDGE Asset Management, LP | 0.37% | Add +14.4% | 42,902 | $5.2M |
| Creative Planning | 0.00% | Reduce -19.0% | 40,682 | $4.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.5% | 38,565 | $4.6M |
| Bear Mountain Capital, Inc. | 1.76% | Reduce -1.6% | 36,909 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Add +0.5% | 36,094 | $4.3M |
| Kingsview Wealth Management, LLC | 0.09% | Add +29.8% | 35,698 | $4.3M |
| Cobblestone Capital Advisors LLC | 0.24% | Add +11.8% | 35,398 | $4.3M |
| Brookstone Capital Management | 0.06% | Add +0.9% | 34,884 | $4.2M |
| Long Run Wealth Advisors, LLC | 0.96% | Reduce -1.7% | 33,897 | $4.1M |
| Olde Wealth Management, LLC | 1.46% | No change | 33,792 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -4.9% | 33,218 | $4.0M |
| Advisory Services Network, LLC | 0.08% | No change | 34,614 | $3.9M |
| BigSur Wealth Management LLC | 1.06% | No change | 32,000 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Add +4.8% | 30,437 | $3.7M |
| Destination Wealth Management | 0.11% | Reduce -1.1% | 30,250 | $3.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Add +1.4% | 30,010 | $3.6M |
| Glenview Trust Co | 0.07% | No change | 30,000 | $3.6M |
| Cerity Partners LLC | 0.01% | Add +2.2% | 29,998 | $3.6M |
| Relyea Zuckerberg Hanson LLC | 0.52% | Reduce -5.6% | 28,120 | $3.4M |
| Shepherd Financial Partners LLC | 0.41% | Reduce -5.3% | 28,011 | $3.4M |
| OneDigital Investment Advisors LLC | 0.04% | Add +72.9% | 27,507 | $3.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.43% | No change | 27,064 | $3.3M |
| Focus Partners Wealth | 0.01% | Reduce -31.8% | 25,202 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.3% | 24,618 | $2.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -49.6% | 24,229 | $2.9M |
| Simmons Bank | 0.21% | No change | 24,148 | $2.9M |
| Composition Wealth, LLC | 0.07% | Add +4.0% | 23,904 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +35.5% | 23,811 | $2.9M |
| VERITY Wealth Advisors | 1.99% | No change | 23,554 | $2.8M |
| Blair William & Co. | 0.01% | Reduce -0.4% | 23,522 | $2.8M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Reduce -12.5% | 22,959 | $2.8M |
| Ledyard National Bank | 0.25% | Add +8.2% | 22,936 | $2.8M |
| Bailard, Inc. | 0.07% | Reduce -0.0% | 22,932 | $2.8M |
| Cwm, LLC | 0.01% | Reduce -0.5% | 22,485 | $2.7M |
| Asset Dedication, LLC | 0.18% | Add +2.1% | 22,217 | $2.7M |
"% 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.