iShares ESG Optimized MSCI USUSAETF
13F holders, Q4 2024 (December 31)482holders +22
17new positions
23sold out
2famous investors
$121.63avg. 13F price*
At the end of Q4 2024, 482 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, up 22 from Q3 2024. 17 opened new positions and 23 sold out. The largest holders were JPMorgan Chase & Co. ($195.9M), Bank of America Corp. ($180.9M) and Morgan Stanley ($139.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $9.9M |
| Exits | 23 | $19.1M |
All 13F filers, Q3 2024 → Q4 2024: 445,346 shares bought and 621,727 shares sold, net −176,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 482 holders
| JPMorgan Chase & Co. | 0.02% | Add +1.2% | 1,611,260 | $195.9M |
| Bank of America Corp. | 0.02% | Reduce -0.4% | 1,487,429 | $180.9M |
| Morgan Stanley | 0.01% | Reduce -1.6% | 1,144,581 | $139.2M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.5% | 1,003,979 | $122.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.3% | 785,643 | $95.5M |
| Spinnaker Trust | 4.78% | Reduce -0.9% | 623,589 | $75.8M |
| Royal Bank of Canada | 0.02% | Add +0.6% | 582,503 | $70.8M |
| UBS Group AG | 0.02% | Reduce -5.1% | 552,772 | $67.2M |
| M&T Bank Corp | 0.21% | Add +2.6% | 525,415 | $63.9M |
| BlackRock, Inc. | 0.00% | Add +2.3% | 479,490 | $58.3M |
| Mission Wealth Management, LP | 1.34% | Add +0.0% | 461,404 | $56.1M |
| Wells Fargo & Company | 0.01% | Reduce -2.7% | 385,755 | $46.9M |
| Deutsche Bank AG | 0.02% | Add +0.4% | 384,850 | $46.8M |
| Acorns Advisers, LLC | 0.44% | Add +0.6% | 372,814 | $45.3M |
| Raymond James Financial Inc. | 0.02% | — | 368,019 | $44.7M |
| LPL Financial LLC | 0.02% | Reduce -2.0% | 310,078 | $37.7M |
| Shira Ridge Wealth Management | 15.68% | Add +0.5% | 263,649 | $32.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.4% | 254,936 | $31.0M |
| Ellevest, Inc. | 1.64% | Reduce -0.4% | 233,514 | $28.4M |
| World Investment Advisors | 0.62% | Reduce -5.5% | 186,336 | $22.7M |
| Betterment LLC | 0.05% | Reduce -2.5% | 185,376 | $22.5M |
| Truist Financial Corp. | 0.03% | Add +12.8% | 178,754 | $21.7M |
| US Bancorp \de | 0.03% | Reduce -3.8% | 163,548 | $19.9M |
| Mariner, LLC | 0.03% | Add +4.6% | 162,083 | $19.7M |
| Baird Financial Group, Inc. | 0.04% | Add +3.4% | 150,501 | $18.3M |
| Fund Evaluation Group, LLC | 0.81% | Reduce -7.2% | 142,644 | $17.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -4.2% | 119,078 | $14.5M |
| Bank Hapoalim BM | 2.33% | No change | 113,250 | $13.8M |
| Stewardship Advisors, LLC | 3.51% | Add +34.8% | 104,013 | $12.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.1% | 102,911 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +20.4% | 101,212 | $12.3M |
| Tompkins Financial Corp. | 1.12% | Reduce -1.9% | 99,174 | $12.1M |
| Farrow Financial, Inc. | 7.71% | Reduce -1.7% | 97,437 | $11.9M |
| Quent Capital, LLC | 1.18% | Add +8.8% | 93,362 | $11.4M |
| HM Payson & Co. | 0.18% | Add +6.9% | 88,109 | $10.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -15.5% | 86,540 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.8% | 82,202 | $10.0M |
| Money Design Co.,Ltd. | 0.48% | Reduce -3.5% | 76,919 | $9.4M |
| Charter Oak Capital Management, LLC | 0.85% | Reduce -3.9% | 75,462 | $9.2M |
| Advisory Services Network, LLC | 0.15% | Add +93.5% | 66,989 | $8.1M |
| Corundum Group, Inc. | 3.01% | Reduce -1.1% | 66,278 | $8.1M |
| Northern Trust Corp. | 0.00% | No change | 64,336 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -3.1% | 62,601 | $7.6M |
| Regions Financial Corp. | 0.06% | Reduce -2.3% | 62,216 | $7.6M |
| Keybank National Association | 0.03% | Reduce -0.1% | 60,180 | $7.3M |
| Accredited Investors Inc. | 0.43% | Reduce -3.1% | 59,968 | $7.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +135.8% | 58,037 | $7.1M |
| Roof Eidam Maycock Peralta, LLC | 1.73% | Reduce -7.1% | 55,077 | $6.7M |
| D.A. Davidson & Co. | 0.05% | Reduce -4.8% | 54,085 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +3.0% | 53,810 | $6.5M |
| Bank of Montreal | 0.00% | Add +0.6% | 52,009 | $6.3M |
| Creative Planning | 0.01% | Add +27.2% | 51,752 | $6.3M |
| SOA Wealth Advisors, LLC. | 1.15% | Reduce -14.4% | 51,554 | $6.3M |
| NewEdge Advisors, LLC | 0.04% | Add +9.7% | 51,324 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.7% | 50,645 | $6.2M |
| 3EDGE Asset Management, LP | 0.38% | Add +17.7% | 50,488 | $6.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.3% | 49,549 | $6.0M |
| LFA - Lugano Financial Advisors SA | 3.80% | Add +5.6% | 47,846 | $5.8M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -25.8% | 46,789 | $5.7M |
| MML Investors Services, LLC | 0.02% | Reduce -18.7% | 46,535 | $5.7M |
| SageView Advisory Group, LLC | 0.24% | Reduce -0.9% | 45,653 | $5.6M |
| Permanens Capital L.P. | 1.05% | Reduce -18.3% | 45,369 | $5.5M |
| Hilltop Wealth Advisors, LLC | 2.70% | Reduce -1.6% | 43,900 | $5.3M |
| Garde Capital, Inc. | 0.30% | Reduce -29.8% | 37,497 | $4.6M |
| Bear Mountain Capital, Inc. | 1.75% | Reduce -3.3% | 35,678 | $4.5M |
| Cobblestone Capital Advisors LLC | 0.24% | Add +4.3% | 36,918 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Add +1.9% | 36,765 | $4.5M |
| Brookstone Capital Management | 0.06% | Add +1.3% | 35,349 | $4.3M |
| Glenview Trust Co | 0.08% | Add +16.7% | 35,000 | $4.3M |
| Olde Wealth Management, LLC | 1.44% | Reduce -2.0% | 33,120 | $4.0M |
| Long Run Wealth Advisors, LLC | 0.94% | Reduce -5.2% | 32,136 | $3.9M |
| BigSur Wealth Management LLC | 1.11% | No change | 32,000 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 31,801 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -17.6% | 31,763 | $3.9M |
| Crux Wealth Advisors | 2.12% | — | 31,286 | $3.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.6% | 29,940 | $3.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Reduce -0.4% | 29,890 | $3.6M |
| Destination Wealth Management | 0.11% | Reduce -1.5% | 29,802 | $3.6M |
| Cerity Partners LLC | 0.01% | Reduce -3.5% | 28,947 | $3.5M |
| Relyea Zuckerberg Hanson LLC | 0.46% | Add +0.4% | 28,233 | $3.4M |
| OneDigital Investment Advisors LLC | 0.04% | Add +2.6% | 28,217 | $3.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.45% | No change | 27,064 | $3.3M |
| Shepherd Financial Partners LLC | 0.39% | Reduce -3.7% | 26,986 | $3.3M |
| Bailard, Inc. | 0.08% | Add +14.5% | 26,247 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.5% | 24,098 | $2.9M |
| Simmons Bank | 0.21% | Reduce -0.3% | 24,081 | $2.9M |
| CPC Advisors, LLC | 0.39% | Add +33.9% | 23,863 | $2.9M |
| VERITY Wealth Advisors | 2.07% | No change | 23,554 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -1.0% | 23,296 | $2.8M |
| Fsa Wealth Partners, Inc. | 0.65% | Add +46.6% | 22,679 | $2.8M |
| Focus Partners Wealth | 0.01% | Reduce -10.3% | 22,607 | $2.7M |
| Composition Wealth, LLC | 0.06% | Reduce -5.8% | 22,527 | $2.7M |
| Granite Investment Partners, LLC | 0.12% | New | 21,897 | $2.7M |
| Asset Dedication, LLC | 0.21% | Reduce -2.0% | 21,769 | $2.6M |
| Allworth Financial LP | 0.01% | Add +0.0% | 20,873 | $2.6M |
| Ledyard National Bank | 0.25% | Reduce -6.3% | 21,502 | $2.6M |
| Cwm, LLC | 0.01% | Reduce -4.4% | 21,498 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -3.2% | 21,436 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Reduce -6.8% | 21,389 | $2.6M |
| CGN Advisors LLC | 0.25% | Reduce -4.0% | 21,220 | $2.6M |
"% 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.