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 |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.5% | 22,147 | $2.7M |
| CGN Advisors LLC | 0.27% | No change | 22,099 | $2.7M |
| AE Wealth Management LLC | 0.02% | New | 21,101 | $2.5M |
| Allworth Financial LP | 0.02% | Reduce 0.0% | 20,872 | $2.5M |
| Cornerstone Wealth Management, LLC | 0.18% | Reduce -0.1% | 20,658 | $2.5M |
| Colorado Capital Management, Inc. | 1.19% | Reduce -3.8% | 17,909 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.8% | 19,775 | $2.4M |
| Retirement Capital Strategies | 0.86% | New | 18,311 | $2.2M |
| Commerce Bank | 0.01% | No change | 18,300 | $2.2M |
| Good Life Advisors, LLC | 0.13% | Add +97.7% | 17,944 | $2.2M |
| CPC Advisors, LLC | 0.32% | Reduce -0.9% | 17,816 | $2.1M |
| One Wealth Advisors, LLC | 0.32% | Reduce -2.3% | 17,396 | $2.1M |
| HSBC Holdings PLC | 0.00% | No change | 17,300 | $2.1M |
| NorthRock Partners, LLC | 0.07% | Add +15.7% | 17,150 | $2.1M |
| New Covenant Trust Company, N.A. | 1.99% | Reduce -0.8% | 17,147 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -2.6% | 16,902 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +140.0% | 16,723 | $2.0M |
| One Capital Management, LLC | 0.06% | Reduce -0.3% | 16,505 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +2.9% | 16,372 | $2.0M |
| Fingerlakes Wealth Management, Inc. | 1.58% | Add +13.5% | 15,832 | $1.9M |
| HB Wealth Management, LLC | 0.02% | No change | 15,640 | $1.9M |
| Fsa Wealth Partners, Inc. | 0.45% | Reduce -2.4% | 15,470 | $1.9M |
| Captrust Financial Advisors | 0.01% | Add +20.9% | 15,381 | $1.9M |
| Aprio Wealth Management, LLC | 0.30% | Add +0.8% | 15,368 | $1.8M |
| Litman Gregory Wealth Management LLC | 0.15% | No change | 15,165 | $1.8M |
| Birchbrook, Inc. | 1.00% | Add +0.3% | 15,041 | $1.8M |
| Milestone Investment Advisors LLC | 0.51% | Reduce -2.2% | 15,007 | $1.8M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -17.6% | 14,907 | $1.8M |
| Bigelow Investment Advisors, LLC | 0.78% | Add +2.1% | 14,541 | $1.8M |
| Evergreen Capital Management LLC | 0.06% | Reduce -1.8% | 14,529 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -0.9% | 14,443 | $1.7M |
| Winthrop Advisory Group LLC | 0.21% | Reduce -3.1% | 14,113 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +273.1% | 13,578 | $1.7M |
| Gould Asset Management LLC | 0.36% | Reduce -2.4% | 13,898 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -13.4% | 13,606 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.2% | 13,554 | $1.6M |
| Evercore Wealth Management, LLC | 0.02% | No change | 13,512 | $1.6M |
| Trust Co | 0.19% | Reduce -2.9% | 13,390 | $1.6M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.5% | 12,796 | $1.5M |
| Addison Advisors LLC | 0.42% | Reduce -0.6% | 12,707 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.1% | 12,631 | $1.5M |
| Resonant Capital Advisors, LLC | 0.11% | No change | 12,464 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | No change | 12,274 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | No change | 12,240 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +3.2% | 12,027 | $1.5M |
| Bond & Devick Financial Network, Inc. | 0.63% | Reduce -2.3% | 12,190 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | No change | 12,100 | $1.5M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +0.3% | 12,048 | $1.5M |
| Obsidian Cio, LLC | 0.30% | Add +2.0% | 12,033 | $1.4M |
| Parkside Advisors LLC | 0.34% | Reduce -0.4% | 11,863 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | No change | 11,766 | $1.4M |
| First Pacific Financial | 0.33% | Add +168.0% | 11,755 | $1.4M |
| Portland Global Advisors LLC | 0.18% | No change | 11,720 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.5% | 11,683 | $1.4M |
| Diversified, LLC | 0.15% | Reduce -0.5% | 11,506 | $1.4M |
| Diversified Enterprises, LLC | 0.15% | — | 11,506 | $1.4M |
| Bluestem Financial Advisors, LLC | 0.64% | Add +1.3% | 11,459 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.14% | Reduce -1.3% | 11,009 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.3% | 10,918 | $1.3M |
| Crestwood Advisors Group, LLC | 0.02% | Add +0.3% | 10,807 | $1.3M |
| Choreo, LLC | 0.02% | Add +0.0% | 10,885 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,647 | $1.3M |
| Freestone Capital Holdings, LLC | 0.04% | No change | 10,318 | $1.2M |
| Sound Stewardship, LLC | 0.70% | Reduce -2.8% | 10,296 | $1.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.7% | 8,487 | $1.2M |
| Bank of New Hampshire | 0.30% | Reduce -4.0% | 10,060 | $1.2M |
| Journey Strategic Wealth LLC | 0.04% | New | 10,031 | $1.2M |
| Integrated Investment Consultants, LLC | 0.26% | Add +5.4% | 9,977 | $1.2M |
| &partners | 0.02% | Add +51.8% | 9,791 | $1.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -1.6% | 9,663 | $1.2M |
| GoalVest Advisory LLC | 0.33% | No change | 9,659 | $1.2M |
| Capital Investment Counsel, LLC | 0.20% | No change | 9,560 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +204.1% | 9,566 | $1.1M |
| Mgo One Seven LLC | 0.05% | Reduce -1.1% | 9,500 | $1.1M |
| First Foundation Advisors | 0.04% | Reduce -1.2% | 9,412 | $1.1M |
| Coastline Trust Co | 0.13% | No change | 9,410 | $1.1M |
| Marino, Stram & Associates LLC | 0.25% | Add +0.3% | 9,372 | $1.1M |
| Ulland Investment Advisors, LLC | 0.80% | No change | 8,880 | $1.1M |
| Round Rock Advisors LLC | 0.25% | No change | 8,772 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -7.5% | 8,667 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.8% | 8,560 | $1.0M |
| Haverford Trust Co | 0.01% | No change | 8,480 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -1.7% | 8,413 | $1.0M |
| Traphagen Investment Advisors LLC | 0.10% | Reduce -0.4% | 8,248 | $993K |
| Westside Investment Management, Inc. | 0.21% | Reduce -9.3% | 8,166 | $983K |
| Balanced Rock Investment Advisors LLC | 0.76% | Reduce -0.1% | 8,096 | $975K |
| Sax Wealth Advisors, LLC | 0.09% | Add +8.7% | 8,048 | $969K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -5.1% | 8,011 | $964K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | New | 7,995 | $962K |
| Fifth Third Bancorp | 0.00% | Add +265.7% | 7,972 | $960K |
| Prentiss Smith & Co. Inc. | 0.61% | Add +0.9% | 7,961 | $958K |
| Destiny Capital Corp | 0.59% | Reduce -22.3% | 8,050 | $955K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.6% | 7,901 | $951K |
| WealthShield Partners, LLC | 0.13% | Reduce -1.1% | 7,886 | $949K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -59.3% | 7,871 | $947K |
| Flputnam Investment Management Co. | 0.02% | Add +2.0% | 7,847 | $945K |
| Willow Creek Wealth Management Inc. | 0.10% | No change | 7,679 | $924K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.20% | Add +0.6% | 7,657 | $922K |
| Ritholtz Wealth Management | 0.03% | Reduce -3.9% | 7,530 | $906K |
| Smart Portfolios, LLC | 0.89% | Reduce -1.8% | 7,280 | $876K |
| Rollins Financial Advisors, LLC | 0.14% | No change | 7,117 | $857K |
| Zhang Financial LLC | 0.05% | New | 7,046 | $848K |
| Unionview, LLC | 0.66% | Add +0.3% | 7,003 | $843K |
| Carret Asset Management, LLC | 0.09% | Add +0.4% | 6,963 | $838K |
| JNBA Financial Advisors | 0.08% | Reduce -15.5% | 6,891 | $829K |
| Legacy Trust | 0.19% | New | 6,792 | $818K |
| Abacus Planning Group, Inc. | 0.14% | Add +0.1% | 6,658 | $801K |
| WMS Partners, LLC | 0.04% | New | 6,658 | $801K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,586 | $793K |
| Sharper & Granite LLC | 0.35% | Add +0.8% | 6,509 | $783K |
| Hengehold Capital Management LLC | 0.07% | No change | 6,506 | $783K |
| Warner Financial, Inc. | 0.35% | Add +4.4% | 6,509 | $783K |
| Members Trust Co | 0.03% | No change | 6,503 | $783K |
| Renaissance Technologies | 0.00% | Reduce -56.5% | 6,400 | $770K |
| Comerica Bank | 0.00% | Add +0.2% | 6,232 | $750K |
| Parsons Capital Management Inc. | 0.05% | No change | 6,098 | $734K |
| Coldstream Capital Management Inc. | 0.02% | No change | 6,039 | $727K |
| WealthBridge Capital Management, LLC | 0.21% | Add +0.9% | 5,965 | $718K |
| Hills Bank & Trust Co | 0.05% | No change | 5,939 | $715K |
| Legacy Edge Advisors, LLC | 0.11% | Add +6.1% | 5,915 | $712K |
| Mather Group, Llc. | 0.01% | Reduce -11.4% | 5,868 | $706K |
| Silverlake Wealth Management LLC | 0.27% | Add +11.8% | 5,767 | $694K |
| Greenup Street Wealth Management LLC | 0.14% | Reduce -0.9% | 5,672 | $683K |
| MAI Capital Management | 0.01% | Reduce -4.1% | 5,609 | $675K |
| Well Done, LLC | 0.12% | Add +0.4% | 5,562 | $669K |
| Trust Co. of Vermont | 0.03% | No change | 5,537 | $666K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.4% | 5,523 | $665K |
| SK Wealth Management, LLC | 0.34% | — | 5,351 | $660K |
| Meridian Financial Advisors, LLC | 0.44% | No change | 5,468 | $658K |
| Villere St Denis J & Co. LLC | 0.05% | No change | 5,411 | $651K |
| WJ Wealth Management, LLC | 0.23% | No change | 5,400 | $650K |
| FMR LLC | 0.00% | Add +1.7% | 5,388 | $649K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -0.2% | 5,356 | $645K |
| Modera Wealth Management, LLC | 0.01% | Reduce -10.6% | 5,355 | $645K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -0.7% | 5,292 | $637K |
| Bell Bank | 0.08% | Reduce -6.1% | 5,271 | $634K |
| PFG Investments, LLC | 0.04% | Reduce -0.9% | 5,264 | $634K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +1.0% | 5,251 | $632K |
| ProVise Management Group, LLC | 0.05% | Reduce -8.8% | 5,234 | $630K |
| Kraft, Davis & Associates, LLC | 0.19% | Reduce -4.5% | 5,280 | $626K |
| TriaGen Wealth Management LLC | 0.21% | Add +2.4% | 5,178 | $623K |
| West Financial Advisors, LLC | 0.12% | Reduce -7.3% | 5,140 | $619K |
| Sigma Planning Corp | 0.02% | Reduce -8.4% | 5,090 | $613K |
| Morris Financial Concepts, Inc. | 0.26% | Reduce -6.7% | 5,015 | $604K |
| Graypoint LLC | 0.04% | No change | 5,012 | $603K |
| Brown Advisory Inc. | 0.00% | New | 4,998 | $602K |
| Nepc LLC | 0.02% | Add +3.5% | 4,953 | $596K |
| TruNorth Capital Management, LLC | 0.18% | No change | 4,935 | $594K |
| CWS Financial Advisors, LLC | 0.21% | Reduce -1.1% | 4,932 | $594K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 4,878 | $587K |
| Merit Financial Group, LLC | 0.01% | Reduce -5.4% | 4,874 | $587K |
| McAdam, LLC | 0.03% | Add +21.5% | 4,805 | $578K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 4,803 | $578K |
| Kesler, Norman & Wride, LLC | 0.11% | No change | 4,662 | $561K |
| Peoples Bank | 0.28% | Reduce -9.0% | 4,610 | $555K |
| Trillium Asset Management, LLC | 0.01% | No change | 4,580 | $551K |
| Peak Financial Management, Inc. | 0.16% | Reduce -4.4% | 4,530 | $545K |
| Waverly Advisors, LLC | 0.01% | Reduce -5.3% | 4,480 | $539K |
| Financial Counselors Inc. | 0.01% | Reduce -0.1% | 4,392 | $529K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.0% | 4,375 | $527K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 4,349 | $523K |
| NBT Bank, N.A. | 0.04% | Reduce -0.2% | 4,320 | $520K |
| Pacific Center for Financial Services | 0.14% | Add +0.1% | 4,316 | $519K |
| Agf Management Ltd. | 0.00% | No change | 4,300 | $518K |
| Johnson Investment Counsel Inc. | 0.01% | Add +4.0% | 4,299 | $517K |
| CIBC Asset Management Inc | 0.00% | Reduce -12.9% | 4,225 | $509K |
| Peregrine Asset Advisers, Inc. | 0.17% | No change | 4,094 | $493K |
| Progressive Investment Management Corp | 0.12% | No change | 4,000 | $481K |
| West Coast Financial LLC | 0.05% | No change | 3,999 | $481K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -4.5% | 3,970 | $478K |
| Brio Consultants, LLC | 0.07% | Add +26.1% | 3,782 | $455K |
| North Star Investment Management Corp. | 0.03% | No change | 3,779 | $455K |
| Arkos Global Advisors | 0.06% | No change | 3,706 | $446K |
| Weaver Consulting Group | 0.14% | No change | 3,682 | $443K |
| Zevin Asset Management LLC | 0.07% | No change | 3,684 | $443K |
| Global Retirement Partners, LLC | 0.01% | Add +0.3% | 3,675 | $442K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,600 | $433K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 3,587 | $432K |
| Pine Haven Investment Counsel, Inc | 0.35% | Reduce -9.6% | 3,554 | $428K |
| Pension & Wealth Management Advisors, Inc. | 0.22% | No change | 3,543 | $426K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -35.8% | 3,488 | $420K |
| BBJS Financial Advisors, LLC | 0.15% | Add +0.4% | 3,446 | $415K |
| Arrowroot Family Office, LLC | 0.24% | Reduce -3.4% | 3,424 | $412K |
| Highview Capital Management LLC | 0.17% | No change | 3,413 | $411K |
| Affinity Wealth Management LLC | 0.07% | No change | 3,406 | $410K |
| Harbor Group, Inc. | 0.09% | Reduce -2.5% | 3,366 | $405K |
| ETF Portfolio Partners, Inc. | 0.12% | Add +1.6% | 3,362 | $405K |
| First Personal Financial Services | 0.08% | Reduce -7.0% | 3,316 | $399K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -0.9% | 3,315 | $399K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 3,298 | $397K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.9% | 3,294 | $397K |
| Wealth Alliance, LLC | 0.05% | Reduce -2.6% | 3,289 | $396K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.3% | 3,273 | $395K |
| Empower Advisory Group, LLC | 0.00% | No change | 3,250 | $391K |
| Common Fund for Nonprofit Organizations | 0.05% | Add +0.4% | 3,247 | $391K |
| SWP Financial LLC | 0.23% | No change | 3,179 | $383K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,155 | $380K |
| White Lighthouse Investment Management Inc. | 0.07% | No change | 3,154 | $379K |
| Fusion Family Wealth, LLC | 0.03% | No change | 3,111 | $374K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -84.1% | 3,101 | $373K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.7% | 3,090 | $372K |
| McNamara Financial Services, Inc. | 0.07% | No change | 3,086 | $371K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 3,086 | $371K |
| Advisor OS, LLC | 0.04% | Add +1.7% | 3,077 | $370K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +0.7% | 3,070 | $370K |
| Transform Wealth, LLC | 0.02% | No change | 3,055 | $368K |
| MJP Associates Inc. | 0.07% | Add +1.7% | 3,039 | $366K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +4.0% | 3,038 | $366K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,998 | $361K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.0% | 3,579 | $360K |
| LVZ, Inc. | 0.05% | No change | 2,966 | $357K |
| Gsa Capital Partners LLP | 0.03% | Reduce -19.1% | 2,969 | $357K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +33.3% | 2,800 | $337K |
| Opal Wealth Advisors, LLC | 0.10% | Reduce -8.6% | 2,777 | $334K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -2.1% | 2,760 | $332K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 2,747 | $331K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,745 | $330K |
| Mechanics Bank Trust Department | 0.04% | Add +2.6% | 2,720 | $327K |
| Klingman & Associates, LLC | 0.02% | No change | 2,694 | $324K |
| Bar Harbor Wealth Management | 0.02% | No change | 2,683 | $323K |
| Guerra Pan Advisors, LLC | 0.26% | No change | 2,664 | $321K |
| Flagstar Securities, Inc. | 0.08% | Reduce -9.8% | 2,658 | $320K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 2,650 | $319K |
| HCR Wealth Advisors | 0.04% | Add +4.0% | 2,628 | $316K |
| Flagship Private Wealth, LLC | 0.16% | Add +0.4% | 2,627 | $316K |
| Focus Financial Network, Inc. | 0.01% | Add +0.0% | 2,574 | $310K |
| Earned Wealth Advisors, LLC | 0.09% | No change | 2,525 | $304K |
| Strategic Wealth Investment Group, LLC | 0.03% | No change | 2,539 | $302K |
| Creekside Partners | 0.16% | Add +0.4% | 2,498 | $301K |
| Dakota Wealth Management | 0.01% | Add +0.3% | 2,489 | $300K |
| Citadel Advisors | 0.00% | Reduce -30.5% | 2,473 | $298K |
| LGL Partners, LLC | 0.04% | Add +0.4% | 2,473 | $298K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,451 | $295K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 2,364 | $285K |
| Two Sigma Securities, LLC | 0.02% | Add +32.4% | 2,360 | $284K |
| Panoramic Investment Advisors, LLC | 0.20% | — | 2,351 | $283K |
| Adirondack Trust Co. | 0.11% | Add +6.8% | 2,345 | $282K |
| Boothe Investment Group, Inc. | 0.13% | Add +8.9% | 2,331 | $281K |
| Grove Bank & Trust | 0.04% | No change | 2,328 | $280K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -2.7% | 2,327 | $280K |
| Diversified Trust Co. | 0.01% | No change | 2,323 | $280K |
| Financial Connections Group, Inc. | 0.14% | No change | 2,313 | $278K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.4% | 2,302 | $277K |
| Signaturefd, LLC | 0.01% | No change | 2,278 | $274K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +0.2% | 2,259 | $272K |
| Harfst & Associates, Inc. | 0.06% | Reduce -1.1% | 2,241 | $270K |
| Arkadios Wealth Advisors | 0.02% | No change | 2,238 | $269K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 2,230 | $268K |
| AllSquare Wealth Management LLC | 0.15% | No change | 2,210 | $266K |
| Kennebec Savings Bank | 0.26% | — | 2,198 | $265K |
| Neuberger Berman Group LLC | 0.00% | Reduce -13.9% | 2,165 | $261K |
| Private Wealth Management Group, LLC | 0.10% | Reduce -2.4% | 2,157 | $260K |
| GLOBALT Investments LLC / GA | 0.01% | Add +3.4% | 2,153 | $259K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,150 | $259K |
| Hudock, Inc. | 0.04% | Add +0.1% | 2,071 | $249K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -19.9% | 2,056 | $247K |
| Mason & Associates Inc | 0.06% | Reduce -5.2% | 2,020 | $243K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.3% | 2,019 | $243K |
| Traveka Wealth, LLC | 0.12% | No change | 2,000 | $241K |
| Magnus Financial Group LLC | 0.02% | Add +0.3% | 1,996 | $240K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -5.1% | 1,963 | $236K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -14.6% | 1,966 | $235K |
| Savant Capital, LLC | 0.00% | Reduce -0.1% | 1,943 | $234K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,942 | $234K |
| Fielder Capital Group LLC | 0.08% | No change | 1,930 | $232K |
| CreativeOne Wealth, LLC | 0.01% | New | 1,918 | $231K |
| IHT Wealth Management, LLC | 0.01% | New | 1,918 | $230K |
| Eagle Strategies LLC | 0.04% | Reduce -1.9% | 1,913 | $230K |
| Mill Capital Management, LLC | 0.02% | No change | 1,900 | $229K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -17.5% | 1,900 | $229K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,879 | $226K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -18.9% | 1,873 | $225K |
| Spire Wealth Management | 0.01% | No change | 1,843 | $222K |
| Financial Insights, Inc. | 0.07% | No change | 1,840 | $221K |
| Refined Wealth Management | 0.17% | No change | 1,833 | $221K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 1,821 | $219K |
| Wealthgarden F.S. LLC | 0.21% | No change | 1,815 | $218K |
| LexAurum Advisors, LLC | 0.05% | Reduce -28.9% | 1,813 | $218K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 1,800 | $217K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +500.0% | 1,800 | $216K |
| Money Concepts Capital Corp. | 0.02% | New | 1,789 | $215K |
| Pointe Capital Management LLC | 0.12% | New | 1,752 | $211K |
| Talisman Wealth Advisors LLC | 0.22% | New | 1,758 | $211K |
| Kelman-Lazarov, Inc. | 0.04% | Reduce -23.4% | 1,735 | $209K |
| Fiduciary Trust Co | 0.00% | New | 1,735 | $209K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -1.2% | 1,718 | $207K |
| Consilio Wealth Advisors, LLC | 0.08% | New | 1,696 | $204K |
| Harbour Investments, Inc. | 0.01% | Reduce -80.8% | 1,584 | $191K |
| Founders Financial Alliance, LLC | 0.05% | No change | 1,560 | $188K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.2% | 1,491 | $179K |
| Family Manage LLC | 0.03% | No change | 1,449 | $174K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -11.9% | 1,373 | $165K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -2.3% | 1,193 | $144K |
| Glen Eagle Advisors, LLC | 0.02% | Add +2.3% | 1,145 | $138K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +735.3% | 1,136 | $137K |
| Arcadia Investment Advisors LLC | 0.07% | Reduce -7.1% | 1,050 | $126K |
| Cranbrook Wealth Management, LLC | 0.03% | Add +0.1% | 977 | $118K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -12.2% | 932 | $112K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 877 | $106K |
| Howe & Rusling Inc. | 0.01% | No change | 850 | $102K |
| FAS Wealth Partners, Inc. | 0.01% | Add +3.2% | 835 | $100K |
| Sandy Spring Bank | 0.00% | No change | 830 | $100K |
| Caldwell Trust Co | 0.01% | No change | 800 | $96K |
| Crewe Advisors LLC | 0.01% | No change | 789 | $95K |
| Parallel Advisors, LLC | 0.00% | Add +5.5% | 732 | $88K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 725 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Add +39.6% | 723 | $87K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -48.1% | 713 | $86K |
| Reston Wealth Management LLC | 0.03% | New | 653 | $79K |
| Colonial Trust Advisors | 0.01% | No change | 650 | $78K |
| Investors Research Corp | 0.02% | No change | 593 | $71K |
| Coston, McIsaac & Partners | 0.02% | Add +0.3% | 578 | $69K |
| Valley National Advisers Inc. | 0.01% | No change | 564 | $67K |
| Whittier Trust Co. | 0.00% | No change | 531 | $64K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 526 | $63K |
| Private Trust Co. NA | 0.01% | No change | 523 | $63K |
| AdvisorNet Financial, Inc | 0.00% | No change | 509 | $61K |
| Westend Capital Management, LLC | 0.02% | No change | 503 | $61K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 495 | $60K |
| CoreCap Advisors, LLC | 0.00% | New | 478 | $58K |
| Front Row Advisors LLC | 0.02% | No change | 465 | $56K |
| Northwest Financial Advisors | 0.04% | New | 461 | $55K |
| St Germain D J Co. Inc. | 0.00% | No change | 431 | $52K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.7% | 409 | $49K |
| Pineridge Advisors LLC | 0.02% | New | 392 | $47K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 390 | $47K |
| Macroview Investment Management LLC | 0.04% | No change | 382 | $46K |
| Eastern Bank | 0.00% | New | 377 | $45K |
| Larson Financial Group LLC | 0.00% | Reduce -4.5% | 361 | $43K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 350 | $42K |
| Ascentis Independent Advisors | 0.01% | New | 344 | $41K |
| Wolff Wiese Magana LLC | 0.03% | No change | 330 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -24.0% | 317 | $38K |
| Chilton Capital Management LLC | 0.00% | No change | 300 | $36K |
| Punch & Associates Investment Management, Inc. | 0.00% | New | 275 | $33K |
| Dunhill Financial, LLC | 0.01% | No change | 204 | $24K |
| Heritage Wealth Advisors | 0.00% | No change | 172 | $21K |
| Private Capital Management LLC | 0.00% | No change | 162 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $18K |
| Financial Perspectives, Inc | 0.01% | Add +0.7% | 143 | $17K |
| LGT Financial Advisors LLC | 0.04% | No change | 141 | $17K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 116 | $14K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 104 | $13K |
| Lindbrook Capital, LLC | 0.00% | No change | 100 | $12K |
| American Capital Advisory, LLC | 0.01% | No change | 84 | $10K |
| Grand Wealth Management, LLC | 0.01% | No change | 84 | $10K |
| Mitchell Sinkler & Starr | 0.00% | No change | 80 | $10K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 54 | $7K |
| Avior Wealth Management, LLC | 0.00% | No change | 53 | $6K |
| Red Lighthouse Investment Management, LLC | 0.00% | New | 52 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 40 | $5K |
| Clarity Asset Management, Inc. | 0.00% | No change | 38 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 36 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 22 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 21 | $3K |
| Abound Wealth Management | 0.00% | No change | 13 | $2K |
| PayPay Securities Corp | 0.05% | Reduce -77.3% | 5 | $602 |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $602 |
| IFP Advisors, Inc | 0.00% | No change | 4 | $481 |
"% 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.