iShares ESG Optimized MSCI USUSAETF
13F holders, Q1 2025 (March 31)477holders −5
25new positions
30sold out
2famous investors
$114.89avg. 13F price*
At the end of Q1 2025, 477 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, down 5 from Q4 2024. 25 opened new positions and 30 sold out. The largest holders were JPMorgan Chase & Co. ($172.3M), Bank of America Corp. ($170.7M) and Morgan Stanley ($121.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $64.2M |
| Exits | 30 | $72.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,441,502 shares bought and 1,796,088 shares sold, net −354,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 477 holders
| JPMorgan Chase & Co. | 0.01% | Reduce -6.9% | 1,499,695 | $172.3M |
| Bank of America Corp. | 0.02% | Reduce -0.1% | 1,485,617 | $170.7M |
| Morgan Stanley | 0.01% | Reduce -7.7% | 1,056,097 | $121.3M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -0.7% | 997,373 | $114.6M |
| BlackRock, Inc. | 0.00% | Add +69.8% | 814,318 | $93.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -17.1% | 650,947 | $74.7M |
| Spinnaker Trust | 4.54% | Reduce -2.9% | 605,262 | $69.5M |
| Royal Bank of Canada | 0.01% | Reduce -1.7% | 572,801 | $65.8M |
| UBS Group AG | 0.01% | Reduce -4.7% | 526,618 | $60.5M |
| M&T Bank Corp | 0.22% | Reduce -1.8% | 516,050 | $59.3M |
| Mission Wealth Management, LP | 1.39% | Add +4.8% | 483,625 | $55.6M |
| IMA Advisory Services, Inc. | 6.40% | New | 469,719 | $54.0M |
| Acorns Advisers, LLC | 0.42% | Add +2.5% | 382,178 | $43.9M |
| Wells Fargo & Company | 0.01% | Reduce -1.1% | 381,555 | $43.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +26.8% | 323,252 | $37.1M |
| LPL Financial LLC | 0.01% | Reduce -2.4% | 302,566 | $34.8M |
| Shira Ridge Wealth Management | 16.47% | Add +9.0% | 287,478 | $33.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +105.5% | 211,505 | $24.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -45.0% | 202,228 | $23.2M |
| Ellevest, Inc. | 1.54% | Reduce -14.0% | 200,854 | $23.1M |
| Betterment LLC | 0.05% | Reduce -1.3% | 183,029 | $21.0M |
| Truist Financial Corp. | 0.03% | Add +2.3% | 182,778 | $21.0M |
| Mariner, LLC | 0.03% | Add +2.0% | 165,392 | $19.0M |
| Baird Financial Group, Inc. | 0.03% | Reduce -2.9% | 146,190 | $16.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +139.6% | 139,068 | $16.0M |
| US Bancorp \de | 0.02% | Reduce -16.7% | 136,272 | $15.7M |
| Money Design Co.,Ltd. | 0.76% | Add +72.8% | 132,929 | $15.3M |
| Fund Evaluation Group, LLC | 0.64% | Reduce -9.8% | 128,645 | $14.8M |
| World Investment Advisors | 0.31% | Reduce -43.6% | 105,136 | $12.1M |
| Quent Capital, LLC | 1.17% | Add +4.4% | 97,468 | $11.2M |
| Farrow Financial, Inc. | 7.44% | Reduce -1.1% | 96,320 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.5% | 95,692 | $11.0M |
| Stewardship Advisors, LLC | 2.95% | Reduce -8.7% | 94,943 | $10.9M |
| HM Payson & Co. | 0.18% | Add +1.3% | 89,291 | $10.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.7% | 82,757 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.3% | 78,499 | $9.0M |
| Charter Oak Capital Management, LLC | 0.81% | Add +1.2% | 76,390 | $8.8M |
| Advisory Services Network, LLC | 0.17% | Add +13.2% | 75,853 | $8.7M |
| Corundum Group, Inc. | 3.65% | Add +0.0% | 66,292 | $7.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 64,323 | $7.4M |
| Regions Financial Corp. | 0.05% | Reduce -3.0% | 60,347 | $6.9M |
| Accredited Investors Inc. | 0.43% | Reduce -0.4% | 59,733 | $6.9M |
| Keybank National Association | 0.03% | Reduce -6.5% | 56,244 | $6.5M |
| NewEdge Advisors, LLC | 0.04% | Add +6.4% | 54,630 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -55.9% | 52,539 | $6.0M |
| Bank of Montreal | 0.00% | Add +0.6% | 52,334 | $6.0M |
| Cetera Investment Advisers | 0.01% | Reduce -3.6% | 51,858 | $6.0M |
| D.A. Davidson & Co. | 0.05% | Reduce -5.0% | 51,404 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +109.3% | 50,448 | $5.8M |
| Roof Eidam Maycock Peralta, LLC | 1.52% | Reduce -9.5% | 49,864 | $5.7M |
| Creative Planning | 0.01% | Reduce -5.2% | 49,054 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.4% | 48,944 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.6% | 48,729 | $5.6M |
| Permanens Capital L.P. | 1.01% | Add +7.2% | 48,641 | $5.6M |
| Tompkins Financial Corp. | 0.53% | Reduce -51.0% | 48,549 | $5.6M |
| LFA - Lugano Financial Advisors SA | 3.74% | No change | 47,846 | $5.5M |
| 3EDGE Asset Management, LP | 0.37% | Reduce -6.7% | 47,087 | $5.4M |
| Hilltop Wealth Advisors, LLC | 2.77% | Reduce -2.6% | 42,775 | $4.9M |
| Glenview Trust Co | 0.09% | Add +21.4% | 42,500 | $4.9M |
| MML Investors Services, LLC | 0.01% | Reduce -19.0% | 37,708 | $4.3M |
| Garde Capital, Inc. | 0.25% | Add +0.3% | 37,617 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.3% | 36,272 | $4.2M |
| Bear Mountain Capital, Inc. | 1.61% | Add +2.0% | 36,392 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -26.4% | 34,429 | $4.0M |
| Brookstone Capital Management | 0.05% | Reduce -6.5% | 33,069 | $3.8M |
| Cobblestone Capital Advisors LLC | 0.21% | Reduce -10.5% | 33,050 | $3.8M |
| Olde Wealth Management, LLC | 1.34% | Reduce -0.4% | 32,984 | $3.8M |
| Long Run Wealth Advisors, LLC | 0.84% | Add +0.0% | 32,144 | $3.7M |
| BigSur Wealth Management LLC | 1.00% | No change | 32,000 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Add +11.3% | 31,399 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 30,895 | $3.5M |
| SageView Advisory Group, LLC | 0.15% | Reduce -32.4% | 30,860 | $3.5M |
| Crux Wealth Advisors | 1.83% | Reduce -2.0% | 30,647 | $3.5M |
| Destination Wealth Management | 0.11% | Add +1.9% | 30,381 | $3.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Add +0.7% | 30,084 | $3.5M |
| eCIO, Inc. | 1.37% | — | 29,732 | $3.4M |
| Pure Financial Advisors, LLC | 0.07% | New | 29,506 | $3.4M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 28,894 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -54.3% | 28,630 | $3.3M |
| Relyea Zuckerberg Hanson LLC | 0.44% | No change | 28,233 | $3.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.50% | No change | 27,064 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +66.9% | 25,584 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -15.1% | 25,408 | $2.9M |
| CPC Advisors, LLC | 0.40% | Add +5.2% | 25,110 | $2.9M |
| Bailard, Inc. | 0.07% | Reduce -7.2% | 24,350 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -23.8% | 24,218 | $2.8M |
| Simmons Bank | 0.21% | No change | 24,081 | $2.8M |
| VERITY Wealth Advisors | 2.01% | No change | 23,554 | $2.7M |
| Shepherd Financial Partners LLC | 0.30% | Reduce -16.6% | 22,511 | $2.6M |
| Asset Dedication, LLC | 0.21% | Add +3.3% | 22,489 | $2.6M |
| HB Wealth Management, LLC | 0.02% | Add +42.7% | 22,319 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.3% | 22,137 | $2.5M |
| Composition Wealth, LLC | 0.05% | Reduce -2.4% | 21,979 | $2.5M |
| Cwm, LLC | 0.01% | Add +0.8% | 21,667 | $2.5M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Reduce -0.4% | 21,313 | $2.4M |
| CGN Advisors LLC | 0.24% | No change | 21,220 | $2.4M |
| &partners | 0.03% | Add +22.2% | 21,293 | $2.4M |
| Focus Partners Wealth | 0.01% | Reduce -6.5% | 21,142 | $2.4M |
| Ledyard National Bank | 0.24% | Reduce -1.7% | 21,129 | $2.4M |
| Blair William & Co. | 0.01% | Reduce -9.8% | 21,007 | $2.4M |
"% 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.