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 |
| Corient Private Wealth LP | 0.00% | Reduce -12.9% | 20,737 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.4% | 19,703 | $2.4M |
| First Pacific Financial | 0.55% | Add +66.3% | 19,547 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.16% | Reduce -5.4% | 19,544 | $2.4M |
| Commerce Bank | 0.01% | No change | 18,300 | $2.2M |
| Retirement Capital Strategies | 0.84% | Reduce -0.7% | 18,191 | $2.2M |
| Aprio Wealth Management, LLC | 0.32% | Add +15.9% | 17,814 | $2.2M |
| &partners | 0.03% | Add +77.9% | 17,419 | $2.1M |
| NorthRock Partners, LLC | 0.07% | Add +2.2% | 17,520 | $2.1M |
| Colorado Capital Management, Inc. | 1.02% | Reduce -10.1% | 16,108 | $2.1M |
| One Wealth Advisors, LLC | 0.31% | Reduce -0.1% | 17,373 | $2.1M |
| HSBC Holdings PLC | 0.00% | No change | 17,300 | $2.1M |
| New Covenant Trust Company, N.A. | 2.01% | Reduce -3.1% | 16,608 | $2.0M |
| Fingerlakes Wealth Management, Inc. | 1.62% | Add +4.3% | 16,506 | $2.0M |
| One Capital Management, LLC | 0.07% | Reduce -0.5% | 16,424 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -1.3% | 16,166 | $2.0M |
| HB Wealth Management, LLC | 0.02% | Add +0.0% | 15,641 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.6% | 15,396 | $1.9M |
| Captrust Financial Advisors | 0.01% | Reduce -0.1% | 15,365 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +60.3% | 15,331 | $1.9M |
| Litman Gregory Wealth Management LLC | 0.16% | Reduce -0.7% | 15,065 | $1.8M |
| Milestone Investment Advisors LLC | 0.49% | Reduce -0.5% | 14,936 | $1.8M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -1.4% | 14,704 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -0.2% | 14,412 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -14.4% | 14,468 | $1.8M |
| Evergreen Capital Management LLC | 0.06% | Reduce -0.9% | 14,401 | $1.8M |
| Retireful, LLC | 0.98% | New | 14,268 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.0% | 13,714 | $1.7M |
| Birchbrook, Inc. | 0.97% | Reduce -6.8% | 14,019 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +19.5% | 13,958 | $1.7M |
| Gould Asset Management LLC | 0.35% | Reduce -2.3% | 13,583 | $1.7M |
| Evercore Wealth Management, LLC | 0.02% | No change | 13,512 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -36.1% | 13,483 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.0% | 13,419 | $1.6M |
| Winthrop Advisory Group LLC | 0.19% | Reduce -5.7% | 13,309 | $1.6M |
| Renaissance Technologies | 0.00% | Add +106.3% | 13,200 | $1.6M |
| Bigelow Investment Advisors, LLC | 0.75% | Reduce -9.5% | 13,166 | $1.6M |
| Trust Co | 0.18% | Reduce -1.9% | 13,134 | $1.6M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.2% | 12,771 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +3.1% | 12,396 | $1.5M |
| Addison Advisors LLC | 0.42% | Reduce -2.8% | 12,347 | $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 |
| Resonant Capital Advisors, LLC | 0.11% | Reduce -2.0% | 12,216 | $1.5M |
| Bond & Devick Financial Network, Inc. | 0.63% | No change | 12,190 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.8% | 11,898 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.15% | Add +7.8% | 11,870 | $1.4M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -2.3% | 11,821 | $1.4M |
| Portland Global Advisors LLC | 0.18% | Reduce -0.2% | 11,700 | $1.4M |
| Bluestem Financial Advisors, LLC | 0.65% | Reduce -1.3% | 11,312 | $1.4M |
| Crestwood Advisors Group, LLC | 0.03% | Add +1.7% | 10,988 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.2% | 10,940 | $1.3M |
| Obsidian Cio, LLC | 0.24% | Reduce -10.4% | 10,775 | $1.3M |
| Mill Creek Capital Advisors, LLC | 0.03% | Reduce -12.0% | 10,601 | $1.3M |
| Diversified Enterprises, LLC | 0.12% | Reduce -8.3% | 10,545 | $1.3M |
| First Foundation Advisors | 0.05% | Add +12.0% | 10,540 | $1.3M |
| Freestone Capital Holdings, LLC | 0.04% | Add +0.4% | 10,355 | $1.3M |
| Sound Stewardship, LLC | 0.74% | Reduce -0.7% | 10,220 | $1.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +8.2% | 9,182 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -8.4% | 9,971 | $1.2M |
| FMR LLC | 0.00% | Add +84.3% | 9,930 | $1.2M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -1.5% | 9,883 | $1.2M |
| Integrated Investment Consultants, LLC | 0.25% | Reduce -1.8% | 9,793 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -29.2% | 9,630 | $1.2M |
| Capital Investment Counsel, LLC | 0.19% | No change | 9,560 | $1.2M |
| Parkside Advisors LLC | 0.27% | Reduce -20.6% | 9,418 | $1.1M |
| Marino, Stram & Associates LLC | 0.25% | Add +0.3% | 9,400 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -3.9% | 9,288 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Reduce -21.8% | 9,201 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -4.8% | 9,044 | $1.1M |
| Coastline Trust Co | 0.13% | Reduce -4.5% | 8,990 | $1.1M |
| Ulland Investment Advisors, LLC | 0.75% | No change | 8,880 | $1.1M |
| Citigroup Inc. | 0.00% | Add +4.6% | 8,800 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21895.0% | 8,798 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -81.5% | 8,794 | $1.1M |
| Abacus Planning Group, Inc. | 0.19% | Add +31.9% | 8,781 | $1.1M |
| Red Crane Wealth Management, LLC | 1.01% | — | 8,762 | $1.1M |
| Round Rock Advisors LLC | 0.22% | Reduce -0.6% | 8,724 | $1.1M |
| GoalVest Advisory LLC | 0.29% | Reduce -9.8% | 8,717 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.4% | 8,522 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +6.9% | 8,567 | $1.0M |
| Haverford Trust Co | 0.01% | No change | 8,480 | $1.0M |
| Good Life Advisors, LLC | 0.08% | Reduce -52.8% | 8,478 | $1.0M |
| Bank of New Hampshire | 0.26% | Reduce -15.9% | 8,460 | $1.0M |
| Sax Wealth Advisors, LLC | 0.08% | Add +4.7% | 8,423 | $1.0M |
| Greenup Street Wealth Management LLC | 0.20% | Add +47.7% | 8,375 | $1.0M |
| Moment Partners, LLC | 0.19% | — | 8,369 | $1.0M |
| Traphagen Investment Advisors LLC | 0.10% | Add +1.2% | 8,344 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -6.2% | 8,127 | $988K |
| Destiny Capital Corp | 0.59% | No change | 8,050 | $979K |
| Westside Investment Management, Inc. | 0.21% | Reduce -1.8% | 8,022 | $975K |
| Balanced Rock Investment Advisors LLC | 0.77% | Reduce -1.6% | 7,964 | $968K |
| Prentiss Smith & Co. Inc. | 0.63% | Reduce -0.3% | 7,936 | $965K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -0.5% | 7,863 | $956K |
| Nepc LLC | 0.03% | Add +56.9% | 7,771 | $945K |
| Finley Financial, LLC | 0.49% | — | 7,610 | $937K |
| Willow Creek Wealth Management Inc. | 0.10% | No change | 7,679 | $934K |
| Financial Counselors Inc. | 0.01% | Add +73.6% | 7,623 | $927K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -3.4% | 7,606 | $925K |
| Flputnam Investment Management Co. | 0.02% | Reduce -3.2% | 7,594 | $923K |
| Silver Oak Securities, Incorporated | 0.08% | New | 7,475 | $912K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.9% | 7,365 | $896K |
| WealthShield Partners, LLC | 0.13% | Reduce -6.8% | 7,346 | $893K |
| JNBA Financial Advisors | 0.09% | Add +5.7% | 7,285 | $886K |
| Citrine Capital LLC | 0.65% | — | 7,250 | $882K |
| Smart Portfolios, LLC | 0.92% | Reduce -0.9% | 7,212 | $877K |
| Zhang Financial LLC | 0.05% | Add +0.0% | 7,049 | $857K |
| Carret Asset Management, LLC | 0.09% | Add +0.3% | 6,984 | $849K |
| Rollins Financial Advisors, LLC | 0.13% | Reduce -2.3% | 6,951 | $845K |
| Aspiriant, LLC | 0.03% | New | 6,868 | $835K |
| Unionview, LLC | 0.61% | Reduce -2.7% | 6,815 | $829K |
| Legacy Trust | 0.19% | No change | 6,792 | $826K |
| Sharper & Granite LLC | 0.36% | Add +4.2% | 6,779 | $824K |
| WMS Partners, LLC | 0.05% | No change | 6,658 | $810K |
| Members Trust Co | 0.03% | Add +1.8% | 6,617 | $805K |
| SK Wealth Management, LLC | 0.41% | Add +23.0% | 6,580 | $800K |
| Warner Financial, Inc. | 0.34% | Add +0.1% | 6,518 | $793K |
| Hengehold Capital Management LLC | 0.07% | Reduce -2.2% | 6,363 | $774K |
| Nautilus Advisors LLC | 0.60% | — | 6,200 | $754K |
| Coldstream Capital Management Inc. | 0.02% | No change | 6,039 | $734K |
| Parsons Capital Management Inc. | 0.04% | Reduce -2.6% | 5,941 | $722K |
| Hills Bank & Trust Co | 0.05% | No change | 5,939 | $722K |
| Ritholtz Wealth Management | 0.02% | Reduce -21.8% | 5,887 | $716K |
| Mather Group, Llc. | 0.01% | Reduce -0.2% | 5,857 | $712K |
| Thrivent Financial for Lutherans | 0.00% | Add +4.5% | 5,771 | $702K |
| Glenmede Trust Co. NA | 0.00% | Reduce -13.1% | 5,724 | $696K |
| Silverlake Wealth Management LLC | 0.27% | Reduce -1.2% | 5,696 | $693K |
| Legacy Edge Advisors, LLC | 0.11% | Reduce -4.5% | 5,652 | $689K |
| Comerica Bank | 0.00% | Reduce -10.1% | 5,603 | $681K |
| Pilgrim Partners Asia Pte Ltd | 0.59% | — | 5,600 | $681K |
| Brighton Jones LLC | 0.02% | New | 5,578 | $678K |
| Kraft, Davis & Associates, LLC | 0.19% | Add +3.5% | 5,467 | $677K |
| Trust Co. of Vermont | 0.03% | Add +0.1% | 5,544 | $674K |
| Well Done, LLC | 0.12% | No change | 5,562 | $669K |
| Modera Wealth Management, LLC | 0.01% | Add +1.9% | 5,455 | $663K |
| Vontobel Holding Ltd. | 0.00% | New | 5,455 | $663K |
| Villere St Denis J & Co. LLC | 0.06% | No change | 5,411 | $658K |
| WJ Wealth Management, LLC | 0.23% | No change | 5,400 | $657K |
| MAI Capital Management | 0.00% | Reduce -4.4% | 5,363 | $652K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -0.1% | 5,349 | $650K |
| West Financial Advisors, LLC | 0.12% | Add +2.8% | 5,283 | $642K |
| Bell Bank | 0.05% | Reduce -1.0% | 5,219 | $635K |
| Waverly Advisors, LLC | 0.01% | Add +16.2% | 5,204 | $633K |
| ProVise Management Group, LLC | 0.05% | Reduce -0.9% | 5,187 | $631K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -2.1% | 5,182 | $630K |
| TriaGen Wealth Management LLC | 0.21% | No change | 5,178 | $630K |
| Morris Financial Concepts, Inc. | 0.27% | Add +2.6% | 5,144 | $625K |
| Global Retirement Partners, LLC | 0.02% | Add +39.9% | 5,140 | $625K |
| Sigma Planning Corp | 0.02% | Add +0.1% | 5,097 | $620K |
| Merit Financial Group, LLC | 0.01% | Add +3.7% | 5,056 | $615K |
| Meridian Financial Advisors, LLC | 0.42% | Reduce -8.2% | 5,018 | $610K |
| Graypoint LLC | 0.04% | Add +0.0% | 5,013 | $609K |
| Riverbend Wealth Management, LLC | 0.54% | — | 5,000 | $608K |
| EP Wealth Advisors, LLC | 0.01% | Add +4.1% | 4,999 | $608K |
| Brown Advisory Inc. | 0.00% | No change | 4,998 | $608K |
| TruNorth Capital Management, LLC | 0.16% | No change | 4,935 | $600K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 4,878 | $593K |
| WealthBridge Capital Management, LLC | 0.16% | Reduce -18.4% | 4,866 | $592K |
| Global View Capital Management LLC | 0.20% | — | 4,680 | $568K |
| Kesler, Norman & Wride, LLC | 0.12% | No change | 4,662 | $567K |
| McAdam, LLC | 0.03% | Reduce -4.1% | 4,606 | $560K |
| Peak Financial Management, Inc. | 0.17% | No change | 4,530 | $551K |
| Agf Management Ltd. | 0.00% | Add +4.7% | 4,500 | $547K |
| PFG Investments, LLC | 0.03% | Reduce -16.5% | 4,396 | $535K |
| CWS Financial Advisors, LLC | 0.17% | Reduce -10.9% | 4,396 | $534K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 4,353 | $529K |
| McClarren Financial Advisors, Inc. | 1.48% | Reduce -2.4% | 4,343 | $528K |
| Pacific Center for Financial Services | 0.14% | Add +0.1% | 4,319 | $525K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 4,299 | $523K |
| Brio Consultants, LLC | 0.08% | Add +12.0% | 4,236 | $515K |
| CIBC Asset Management Inc | 0.00% | No change | 4,225 | $514K |
| Mechanics Bank Trust Department | 0.07% | Add +55.1% | 4,220 | $513K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +36.3% | 4,210 | $512K |
| NBT Bank, N.A. | 0.04% | Reduce -4.0% | 4,145 | $504K |
| Opulen Financial Group LLC | 0.45% | — | 4,050 | $492K |
| Pinnacle Associates Ltd. | 0.01% | Add +12.2% | 4,015 | $488K |
| Bradley & Co. Private Wealth Management, LLC | 0.30% | — | 4,013 | $488K |
| Progressive Investment Management Corp | 0.12% | No change | 4,000 | $486K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 3,970 | $483K |
| Zevin Asset Management LLC | 0.07% | Add +6.9% | 3,937 | $479K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +11.3% | 3,884 | $472K |
| Trillium Asset Management, LLC | 0.01% | Reduce -15.5% | 3,870 | $471K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,840 | $467K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 3,840 | $467K |
| Western Wealth Management, LLC | 0.03% | Reduce -12.3% | 3,839 | $467K |
| Peregrine Asset Advisers, Inc. | 0.17% | Reduce -7.9% | 3,769 | $458K |
| North Star Investment Management Corp. | 0.03% | Reduce -0.3% | 3,769 | $458K |
| Arkos Global Advisors | 0.07% | No change | 3,706 | $451K |
| Weaver Consulting Group | 0.14% | No change | 3,682 | $448K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,600 | $438K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,566 | $434K |
| Two Sigma Securities, LLC | 0.08% | Add +50.9% | 3,562 | $433K |
| Pension & Wealth Management Advisors, Inc. | 0.17% | No change | 3,543 | $431K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +23.7% | 3,463 | $421K |
| Harbor Group, Inc. | 0.09% | Add +2.7% | 3,457 | $420K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.7% | 3,453 | $420K |
| Arrowroot Family Office, LLC | 0.22% | Reduce -0.1% | 3,419 | $416K |
| Highview Capital Management LLC | 0.16% | No change | 3,413 | $415K |
| Affinity Wealth Management LLC | 0.07% | No change | 3,406 | $414K |
| Sherman Asset Management, Inc. | 0.38% | — | 3,404 | $414K |
| Common Fund for Nonprofit Organizations | 0.05% | Add +2.9% | 3,342 | $406K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.3% | 3,337 | $406K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 3,298 | $401K |
| Pine Haven Investment Counsel, Inc | 0.33% | Reduce -7.7% | 3,279 | $399K |
| Empower Advisory Group, LLC | 0.00% | No change | 3,250 | $395K |
| Wealth Alliance, LLC | 0.05% | Reduce -1.5% | 3,241 | $394K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -3.5% | 3,160 | $381K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -0.3% | 3,076 | $374K |
| Transform Wealth, LLC | 0.02% | No change | 3,055 | $371K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 3,038 | $369K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -1.6% | 3,035 | $369K |
| White Lighthouse Investment Management Inc. | 0.06% | Reduce -4.5% | 3,012 | $366K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,998 | $365K |
| LVZ, Inc. | 0.05% | No change | 2,966 | $361K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +7.4% | 2,950 | $359K |
| Natural Investments, LLC | 0.10% | — | 2,950 | $358K |
| BridgePort Financial Solutions, LLC | 0.16% | — | 2,941 | $354K |
| Stanich Group LLC | 0.26% | — | 2,908 | $354K |
| Fusion Family Wealth, LLC | 0.03% | Reduce -7.3% | 2,884 | $351K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -6.5% | 2,870 | $349K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -13.7% | 2,861 | $348K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.6% | 2,836 | $345K |
| Advisor OS, LLC | 0.04% | Reduce -9.3% | 2,790 | $339K |
| SWP Financial LLC | 0.20% | Reduce -12.4% | 2,785 | $339K |
| Bar Harbor Wealth Management | 0.02% | Add +3.5% | 2,777 | $338K |
| MJP Associates Inc. | 0.06% | Reduce -9.2% | 2,761 | $336K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,760 | $336K |
| Klingman & Associates, LLC | 0.02% | No change | 2,694 | $328K |
| Guerra Pan Advisors, LLC | 0.23% | Reduce -0.2% | 2,659 | $323K |
| Citadel Advisors | 0.00% | Add +6.6% | 2,636 | $321K |
| Flagship Private Wealth, LLC | 0.15% | Add +0.3% | 2,635 | $320K |
| Aufman Associates Inc | 0.21% | New | 2,605 | $317K |
| Flagstar Securities, Inc. | 0.08% | Reduce -2.1% | 2,602 | $316K |
| HCR Wealth Advisors | 0.04% | Reduce -1.9% | 2,578 | $313K |
| Boothe Investment Group, Inc. | 0.14% | Add +10.0% | 2,564 | $312K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -7.5% | 2,540 | $309K |
| Earned Wealth Advisors, LLC | 0.10% | No change | 2,525 | $307K |
| Creekside Partners | 0.16% | Add +0.3% | 2,505 | $305K |
| Catherine Avery Investment Management LLC | 0.27% | — | 2,500 | $304K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 2,494 | $303K |
| LGL Partners, LLC | 0.04% | Add +0.3% | 2,480 | $302K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -10.9% | 2,474 | $301K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,451 | $298K |
| Allodium Investment Consultants, LLC | 0.25% | — | 2,445 | $297K |
| Adirondack Trust Co. | 0.11% | Add +3.5% | 2,427 | $295K |
| Focus Financial Network, Inc. | 0.01% | Reduce -7.7% | 2,376 | $289K |
| Panoramic Investment Advisors, LLC | 0.19% | Reduce -0.0% | 2,350 | $286K |
| Grove Bank & Trust | 0.04% | No change | 2,328 | $283K |
| Richmond Investment Services, LLC | 0.16% | — | 2,327 | $283K |
| Diversified Trust Co. | 0.01% | No change | 2,323 | $282K |
| Signaturefd, LLC | 0.01% | No change | 2,278 | $277K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.5% | 2,244 | $273K |
| Arkadios Wealth Advisors | 0.01% | No change | 2,238 | $272K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -1.0% | 2,237 | $272K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 2,230 | $271K |
| Neuberger Berman Group LLC | 0.00% | Add +2.6% | 2,221 | $270K |
| AllSquare Wealth Management LLC | 0.15% | No change | 2,210 | $269K |
| Kennebec Savings Bank | 0.27% | No change | 2,198 | $266K |
| Axis Wealth Partners, LLC | 0.22% | — | 2,151 | $262K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,150 | $261K |
| Financial Connections Group, Inc. | 0.12% | Reduce -7.8% | 2,133 | $259K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -19.7% | 2,128 | $259K |
| Private Wealth Management Group, LLC | 0.10% | Reduce -1.4% | 2,127 | $259K |
| Harfst & Associates, Inc. | 0.05% | Reduce -5.6% | 2,116 | $257K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -11.7% | 2,088 | $254K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.3% | 2,026 | $253K |
| Frederick Financial Consultants, LLC | 0.20% | — | 2,074 | $252K |
| Hudock, Inc. | 0.04% | Add +0.1% | 2,072 | $252K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 2,056 | $250K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,034 | $247K |
| Mason & Associates Inc | 0.06% | No change | 2,020 | $246K |
| Magnus Financial Group LLC | 0.02% | Add +0.3% | 2,002 | $243K |
| Traveka Wealth, LLC | 0.13% | No change | 2,000 | $243K |
| Wood Tarver Financial Group, LLC | 0.08% | — | 1,989 | $241K |
| Fifth Third Bancorp | 0.00% | Reduce -75.3% | 1,973 | $240K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.0% | 1,956 | $238K |
| Savant Capital, LLC | 0.00% | No change | 1,943 | $236K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,942 | $236K |
| Mill Capital Management, LLC | 0.02% | No change | 1,900 | $231K |
| Advyzon Investment Management, LLC | 0.09% | — | 1,890 | $230K |
| Strategic Wealth Investment Group, LLC | 0.01% | Reduce -25.8% | 1,883 | $229K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 1,873 | $227K |
| Money Concepts Capital Corp. | 0.02% | Add +4.3% | 1,865 | $227K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -5.3% | 1,858 | $226K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.2% | 1,856 | $226K |
| Fielder Capital Group LLC | 0.07% | Reduce -4.3% | 1,848 | $225K |
| Spire Wealth Management | 0.01% | No change | 1,843 | $224K |
| Financial Insights, Inc. | 0.09% | No change | 1,840 | $224K |
| Eagle Strategies LLC | 0.04% | Reduce -4.0% | 1,836 | $223K |
| Wealthgarden F.S. LLC | 0.21% | Add +1.2% | 1,836 | $223K |
| Refined Wealth Management | 0.17% | No change | 1,833 | $223K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 1,821 | $221K |
| Portland Financial Advisors Inc | 0.60% | — | 1,820 | $221K |
| LexAurum Advisors, LLC | 0.04% | Add +0.1% | 1,815 | $221K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -8.2% | 1,804 | $220K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.2% | 1,804 | $219K |
| Pointe Capital Management LLC | 0.12% | No change | 1,752 | $213K |
| Flagship Wealth Advisors, LLC | 0.12% | — | 1,737 | $211K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 1,735 | $211K |
| Fiduciary Trust Co | 0.00% | No change | 1,735 | $211K |
| Perennial Investment Advisors, LLC | 0.02% | New | 1,727 | $210K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -0.2% | 1,714 | $209K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -26.7% | 1,705 | $207K |
| Consilio Wealth Advisors, LLC | 0.08% | Add +0.1% | 1,698 | $206K |
| Argyle Capital Partners, LLC | 0.18% | — | 1,696 | $206K |
| Parkshore Wealth Management, Inc. | 0.12% | — | 1,689 | $205K |
| Grant/GrossMendelsohn, LLC | 0.10% | New | 1,650 | $201K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -12.4% | 1,646 | $200K |
| Harbour Investments, Inc. | 0.01% | No change | 1,584 | $193K |
| Founders Financial Alliance, LLC | 0.05% | No change | 1,560 | $190K |
| Family Manage LLC | 0.03% | No change | 1,449 | $176K |
| Longview Financial Advisors LLC | 0.11% | — | 1,384 | $168K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -0.7% | 1,364 | $166K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,279 | $156K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.3% | 1,196 | $145K |
| Glen Eagle Advisors, LLC | 0.02% | Add +0.6% | 1,152 | $140K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,136 | $138K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 1,050 | $128K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -0.1% | 931 | $113K |
| Cranbrook Wealth Management, LLC | 0.03% | Reduce -8.6% | 893 | $109K |
| Millstone Evans Group, LLC | 0.07% | — | 876 | $107K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -2.6% | 854 | $104K |
| Howe & Rusling Inc. | 0.01% | No change | 850 | $103K |
| Sandy Spring Bank | 0.00% | Add +0.2% | 832 | $101K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -2.5% | 814 | $99K |
| Caldwell Trust Co | 0.01% | No change | 800 | $97K |
| Crewe Advisors LLC | 0.01% | Reduce -5.7% | 744 | $90K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.2% | 694 | $84K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.4% | 677 | $82K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.7% | 665 | $81K |
| Colonial Trust Advisors | 0.01% | No change | 650 | $79K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | — | 649 | $79K |
| Eastern Bank | 0.00% | Add +63.7% | 617 | $75K |
| Investors Research Corp | 0.02% | No change | 593 | $72K |
| Coston, McIsaac & Partners | 0.02% | Add +0.3% | 580 | $70K |
| Valley National Advisers Inc. | 0.01% | No change | 564 | $68K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 526 | $64K |
| Private Trust Co. NA | 0.01% | No change | 523 | $64K |
| 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% | No change | 478 | $58K |
| Front Row Advisors LLC | 0.02% | No change | 465 | $57K |
| Human Investing LLC | 0.01% | New | 435 | $53K |
| St Germain D J Co. Inc. | 0.00% | No change | 431 | $52K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 390 | $47K |
| Financial Life Planners | 0.04% | — | 366 | $45K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 350 | $43K |
| Larson Financial Group LLC | 0.00% | Reduce -4.4% | 345 | $42K |
| Transce3nd, LLC | 0.01% | — | 336 | $41K |
| Evelyn Partners Asset Management Ltd | 0.01% | — | 335 | $41K |
| Wolff Wiese Magana LLC | 0.03% | No change | 330 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 317 | $39K |
| Integrity Financial Corp | 0.02% | New | 308 | $37K |
| Chilton Capital Management LLC | 0.00% | No change | 300 | $36K |
| Dunhill Financial, LLC | 0.01% | No change | 204 | $25K |
| Punch & Associates Investment Management, Inc. | 0.00% | Reduce -30.9% | 190 | $23K |
| Heritage Wealth Advisors | 0.00% | No change | 172 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -67.8% | 164 | $20K |
| Private Capital Management LLC | 0.00% | No change | 162 | $20K |
| Golden State Wealth Management, LLC | 0.00% | — | 154 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $18K |
| Financial Perspectives, Inc | 0.01% | No change | 143 | $17K |
| American Capital Advisory, LLC | 0.01% | Add +38.1% | 116 | $14K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 104 | $13K |
| Lindbrook Capital, LLC | 0.00% | No change | 100 | $12K |
| Whittier Trust Co. | 0.00% | Reduce -81.2% | 100 | $12K |
| Mitchell Sinkler & Starr | 0.00% | No change | 80 | $10K |
| Grand Wealth Management, LLC | 0.01% | Reduce -11.9% | 74 | $9K |
| Avior Wealth Management, LLC | 0.00% | No change | 53 | $6K |
| Red Lighthouse Investment Management, LLC | 0.00% | No change | 52 | $6K |
| Russell Investments Group, Ltd. | 0.00% | New | 45 | $5K |
| PayPay Securities Corp | 0.22% | Add +720.0% | 41 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 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 |
| GeoWealth Management, LLC | 0.00% | Reduce -100.0% | 12 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $610 |
| IFP Advisors, Inc | 0.00% | No change | 4 | $486 |
"% 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.