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 |
| Crestwood Advisors Group, LLC | 0.05% | Add +88.2% | 20,676 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce 0.0% | 20,872 | $2.4M |
| Sax Wealth Advisors, LLC | 0.16% | Add +135.5% | 19,835 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | No change | 19,703 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.15% | Reduce -1.9% | 19,178 | $2.2M |
| Commerce Bank | 0.01% | Reduce -0.1% | 18,280 | $2.1M |
| First Pacific Financial | 0.42% | Reduce -8.1% | 17,966 | $2.1M |
| Aprio Wealth Management, LLC | 0.26% | Add +0.1% | 17,831 | $2.0M |
| NorthRock Partners, LLC | 0.07% | Add +1.1% | 17,708 | $2.0M |
| Colorado Capital Management, Inc. | 0.93% | Reduce -7.3% | 14,936 | $2.0M |
| One Wealth Advisors, LLC | 0.30% | Add +0.0% | 17,379 | $2.0M |
| Fingerlakes Wealth Management, Inc. | 1.68% | Add +4.1% | 17,189 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +127.6% | 16,765 | $1.9M |
| One Capital Management, LLC | 0.06% | No change | 16,424 | $1.9M |
| New Covenant Trust Company, N.A. | 1.96% | Reduce -2.0% | 16,283 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -23.5% | 15,857 | $1.8M |
| Citadel Advisors | 0.00% | Add +498.3% | 15,771 | $1.8M |
| Tiaa Trust, National Association | 0.01% | Add +18.9% | 15,184 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.1% | 15,069 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Add +1.7% | 14,661 | $1.7M |
| Litman Gregory Wealth Management LLC | 0.15% | Reduce -2.1% | 14,751 | $1.7M |
| Milestone Investment Advisors LLC | 0.46% | Reduce -3.9% | 14,361 | $1.6M |
| Fsa Wealth Partners, Inc. | 0.62% | Reduce -36.8% | 14,341 | $1.6M |
| Evergreen Capital Management LLC | 0.06% | Reduce -0.7% | 14,298 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.6% | 13,871 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.7% | 13,782 | $1.6M |
| Trust Co | 0.18% | Add +3.1% | 13,543 | $1.6M |
| Evercore Wealth Management, LLC | 0.03% | No change | 13,512 | $1.6M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -9.4% | 13,321 | $1.5M |
| Gould Asset Management LLC | 0.32% | Reduce -2.0% | 13,308 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.31% | Reduce -74.6% | 13,085 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -15.8% | 12,932 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.7% | 12,924 | $1.5M |
| Winthrop Advisory Group LLC | 0.18% | Reduce -4.1% | 12,766 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +2.8% | 12,745 | $1.5M |
| Bigelow Investment Advisors, LLC | 0.68% | Reduce -4.8% | 12,532 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | No change | 12,274 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | No change | 12,240 | $1.4M |
| Addison Advisors LLC | 0.38% | Reduce -1.0% | 12,227 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -7.6% | 12,200 | $1.4M |
| Resonant Capital Advisors, LLC | 0.10% | Reduce -0.7% | 12,125 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.49% | Reduce -2.6% | 11,873 | $1.4M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.0% | 11,817 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.14% | Reduce -1.1% | 11,739 | $1.3M |
| Bluestem Financial Advisors, LLC | 0.61% | No change | 11,312 | $1.3M |
| VestGen Advisors, LLC | 0.06% | — | 11,176 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.2% | 10,965 | $1.3M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +0.2% | 10,619 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +20.0% | 10,561 | $1.2M |
| First Foundation Advisors | 0.05% | Reduce -0.3% | 10,510 | $1.2M |
| Freestone Capital Holdings, LLC | 0.04% | Add +0.3% | 10,386 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 10,075 | $1.2M |
| Journey Strategic Wealth LLC | 0.04% | Add +1.2% | 10,006 | $1.1M |
| FMR LLC | 0.00% | Add +0.5% | 9,978 | $1.1M |
| Choreo, LLC | 0.02% | No change | 9,971 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 9,936 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.3% | 9,848 | $1.1M |
| Portland Global Advisors LLC | 0.14% | Reduce -16.4% | 9,780 | $1.1M |
| Integrated Investment Consultants, LLC | 0.22% | Reduce -2.4% | 9,560 | $1.1M |
| Members Trust Co | 0.04% | Add +44.1% | 9,537 | $1.1M |
| Parkside Advisors LLC | 0.26% | No change | 9,418 | $1.1M |
| Marino, Stram & Associates LLC | 0.24% | Add +0.1% | 9,406 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +1.6% | 9,351 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +8.0% | 9,249 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +13.3% | 9,205 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -1.7% | 9,128 | $1.0M |
| Mgo One Seven LLC | 0.04% | No change | 9,044 | $1.0M |
| Obsidian Cio, LLC | 0.17% | Reduce -16.6% | 8,992 | $1.0M |
| Round Rock Advisors LLC | 0.19% | Add +2.3% | 8,927 | $1.0M |
| Coastline Trust Co | 0.13% | Reduce -1.9% | 8,820 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +0.1% | 8,806 | $1.0M |
| Abacus Planning Group, Inc. | 0.18% | Add +0.0% | 8,783 | $1.0M |
| Red Crane Wealth Management, LLC | 0.96% | Add +0.1% | 8,774 | $1.0M |
| GoalVest Advisory LLC | 0.28% | No change | 8,717 | $1.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +1176.4% | 8,641 | $996K |
| Sound Stewardship, LLC | 0.56% | Reduce -16.5% | 8,532 | $980K |
| Haverford Trust Co | 0.01% | No change | 8,480 | $974K |
| Prentiss Smith & Co. Inc. | 0.63% | Add +6.4% | 8,442 | $970K |
| Destiny Capital Corp | 0.65% | Add +3.8% | 8,352 | $959K |
| Mutual Advisors, LLC | 0.03% | Reduce -1.5% | 8,395 | $954K |
| Traphagen Investment Advisors LLC | 0.10% | Reduce -0.8% | 8,275 | $951K |
| Citigroup Inc. | 0.00% | Reduce -7.6% | 8,128 | $934K |
| McGinn Penninger Investment Management, Inc. | 0.61% | New | 8,112 | $932K |
| Good Life Advisors, LLC | 0.07% | Reduce -4.6% | 8,089 | $929K |
| Moment Partners, LLC | 0.18% | Reduce -3.9% | 8,047 | $924K |
| Greenup Street Wealth Management LLC | 0.18% | Reduce -5.0% | 7,960 | $914K |
| Nepc LLC | 0.03% | Add +2.0% | 7,924 | $910K |
| Equitable Holdings, Inc. | 0.01% | Reduce -33.6% | 7,904 | $908K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -0.8% | 7,798 | $896K |
| Willow Creek Wealth Management Inc. | 0.09% | No change | 7,679 | $882K |
| Financial Counselors Inc. | 0.01% | Add +0.5% | 7,660 | $880K |
| Wealthspire Advisors, LLC | 0.01% | No change | 7,606 | $874K |
| Flputnam Investment Management Co. | 0.02% | No change | 7,594 | $872K |
| Finley Financial, LLC | 0.48% | No change | 7,610 | $871K |
| Smart Portfolios, LLC | 0.94% | Add +4.2% | 7,513 | $863K |
| WealthShield Partners, LLC | 0.11% | Reduce -0.3% | 7,320 | $841K |
| Citrine Capital LLC | 0.52% | No change | 7,250 | $833K |
| Westside Investment Management, Inc. | 0.18% | Reduce -9.9% | 7,227 | $830K |
| McClarren Financial Advisors, Inc. | 0.54% | Add +2.9% | 4,468 | $817K |
| Zhang Financial LLC | 0.04% | Add +0.0% | 7,050 | $810K |
| Carret Asset Management, LLC | 0.09% | Add +0.2% | 7,001 | $804K |
| Sharper & Granite LLC | 0.33% | Add +2.7% | 6,959 | $799K |
| Aspiriant, LLC | 0.03% | No change | 6,868 | $789K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -57.7% | 6,841 | $786K |
| Pilgrim Partners Asia Pte Ltd | 0.74% | Add +21.4% | 6,800 | $781K |
| Legacy Trust | 0.19% | No change | 6,792 | $780K |
| Waverly Advisors, LLC | 0.01% | Add +28.8% | 6,704 | $770K |
| Capital Investment Counsel, LLC | 0.13% | Reduce -30.2% | 6,669 | $766K |
| Legacy Edge Advisors, LLC | 0.12% | Add +15.2% | 6,510 | $748K |
| Hengehold Capital Management LLC | 0.07% | Add +1.1% | 6,431 | $739K |
| JNBA Financial Advisors | 0.08% | Reduce -13.3% | 6,319 | $726K |
| Coldstream Capital Management Inc. | 0.02% | Add +4.3% | 6,296 | $723K |
| Nautilus Advisors LLC | 0.59% | No change | 6,200 | $712K |
| SK Wealth Management, LLC | 0.38% | Add +0.3% | 6,597 | $699K |
| Thrivent Financial for Lutherans | 0.00% | Add +5.5% | 6,089 | $699K |
| Rollins Financial Advisors, LLC | 0.12% | Reduce -12.7% | 6,068 | $697K |
| Bank of New Hampshire | 0.18% | Reduce -29.2% | 5,990 | $688K |
| Hills Bank & Trust Co | 0.05% | No change | 5,939 | $682K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -38.6% | 5,917 | $680K |
| Well Done, LLC | 0.12% | Add +0.3% | 5,578 | $678K |
| Mather Group, Llc. | 0.01% | Reduce -0.8% | 5,809 | $667K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,724 | $658K |
| Ritholtz Wealth Management | 0.02% | Reduce -3.0% | 5,709 | $656K |
| Parsons Capital Management Inc. | 0.04% | Reduce -5.0% | 5,646 | $649K |
| Birchbrook, Inc. | 0.36% | Reduce -60.1% | 5,592 | $642K |
| Modera Wealth Management, LLC | 0.01% | Add +0.3% | 5,473 | $629K |
| Comerica Bank | 0.00% | Reduce -2.8% | 5,449 | $626K |
| LRI Investments, LLC | 0.06% | New | 5,430 | $624K |
| WJ Wealth Management, LLC | 0.22% | No change | 5,400 | $620K |
| Walkner Condon Financial Advisors LLC | 0.12% | No change | 5,349 | $614K |
| SCS Capital Management LLC | 0.01% | New | 5,283 | $607K |
| West Financial Advisors, LLC | 0.11% | Reduce -1.3% | 5,213 | $599K |
| Pinnacle Associates Ltd. | 0.01% | Add +29.3% | 5,193 | $597K |
| TriaGen Wealth Management LLC | 0.21% | Add +0.3% | 5,191 | $596K |
| Kraft, Davis & Associates, LLC | 0.19% | No change | 5,467 | $594K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +34.0% | 5,145 | $591K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +34.0% | 5,145 | $591K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -1.6% | 5,100 | $586K |
| Sigma Planning Corp | 0.02% | Reduce -0.4% | 5,077 | $583K |
| McAdam, LLC | 0.04% | Add +9.8% | 5,059 | $581K |
| Brighton Jones LLC | 0.02% | Reduce -9.3% | 5,059 | $581K |
| Merit Financial Group, LLC | 0.01% | No change | 5,056 | $581K |
| Silverlake Wealth Management LLC | 0.22% | Reduce -11.3% | 5,054 | $581K |
| ProVise Management Group, LLC | 0.05% | Reduce -3.2% | 5,020 | $577K |
| Graypoint LLC | 0.04% | No change | 5,013 | $576K |
| Riverbend Wealth Management, LLC | 0.51% | No change | 5,000 | $574K |
| Brown Advisory Inc. | 0.00% | No change | 4,998 | $574K |
| TruNorth Capital Management, LLC | 0.14% | No change | 4,935 | $567K |
| Meridian Financial Advisors, LLC | 0.40% | Reduce -2.0% | 4,918 | $565K |
| Morris Financial Concepts, Inc. | 0.24% | Reduce -4.8% | 4,896 | $562K |
| Marks Group Wealth Management, Inc | 0.05% | No change | 4,878 | $560K |
| Vontobel Holding Ltd. | 0.00% | Reduce -10.8% | 4,864 | $559K |
| Bell Bank | 0.03% | Reduce -7.0% | 4,854 | $558K |
| MAI Capital Management | 0.00% | Reduce -9.6% | 4,848 | $557K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.2% | 4,741 | $545K |
| Diversified Enterprises, LLC | 0.05% | Reduce -55.8% | 4,663 | $536K |
| Kesler, Norman & Wride, LLC | 0.10% | No change | 4,662 | $536K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -6.1% | 4,567 | $525K |
| Peak Financial Management, Inc. | 0.15% | Reduce -1.0% | 4,485 | $515K |
| CWS Financial Advisors, LLC | 0.16% | Add +0.2% | 4,403 | $506K |
| PFG Investments, LLC | 0.03% | Add +0.1% | 4,398 | $505K |
| Sage Financial Group Inc. | 0.04% | Add +0.4% | 4,372 | $502K |
| Retirement Capital Strategies | 0.20% | Reduce -76.1% | 4,347 | $500K |
| Agf Management Ltd. | 0.00% | Reduce -4.4% | 4,300 | $494K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 4,299 | $494K |
| Pacific Center for Financial Services | 0.13% | Reduce -1.6% | 4,252 | $488K |
| Trust Co. of Vermont | 0.02% | Reduce -25.3% | 4,144 | $476K |
| NBT Bank, N.A. | 0.03% | Reduce -0.2% | 4,138 | $475K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -70.3% | 4,070 | $468K |
| Opulen Financial Group LLC | 0.42% | Add +0.2% | 4,057 | $466K |
| CIBC Asset Management Inc | 0.00% | Reduce -5.1% | 4,010 | $461K |
| Progressive Investment Management Corp | 0.13% | No change | 4,000 | $459K |
| Bradley & Co. Private Wealth Management, LLC | 0.31% | Reduce -0.7% | 3,984 | $458K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 3,970 | $456K |
| Warner Financial, Inc. | 0.20% | Reduce -39.5% | 3,942 | $453K |
| Zevin Asset Management LLC | 0.07% | No change | 3,937 | $452K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +33.1% | 3,927 | $451K |
| Ulland Investment Advisors, LLC | 0.39% | Reduce -56.3% | 3,880 | $446K |
| Brio Consultants, LLC | 0.07% | Reduce -8.4% | 3,879 | $446K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -0.5% | 3,864 | $444K |
| Western Wealth Management, LLC | 0.03% | Add +0.1% | 3,842 | $441K |
| Peregrine Asset Advisers, Inc. | 0.16% | Add +0.5% | 3,787 | $435K |
| North Star Investment Management Corp. | 0.03% | No change | 3,769 | $433K |
| Trillium Asset Management, LLC | 0.01% | Reduce -3.1% | 3,748 | $431K |
| Arkos Global Advisors | 0.06% | Reduce -0.2% | 3,699 | $425K |
| Weaver Consulting Group | 0.13% | No change | 3,682 | $423K |
| Natural Investments, LLC | 0.12% | Add +24.3% | 3,668 | $421K |
| Mechanics Bank Trust Department | 0.06% | Reduce -14.7% | 3,600 | $414K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,600 | $414K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | No change | 3,543 | $407K |
| Fiduciary Trust Co | 0.01% | Add +100.9% | 3,486 | $400K |
| Common Fund for Nonprofit Organizations | 0.04% | Add +4.3% | 3,485 | $400K |
| Harbor Group, Inc. | 0.08% | Reduce -0.8% | 3,430 | $394K |
| Highview Capital Management LLC | 0.16% | No change | 3,413 | $392K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.2% | 3,409 | $392K |
| Affinity Wealth Management LLC | 0.07% | No change | 3,406 | $391K |
| Sherman Asset Management, Inc. | 0.37% | No change | 3,404 | $391K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -2.2% | 3,388 | $389K |
| Citizens Financial Group Inc. | 0.01% | New | 3,345 | $384K |
| Dunhill Financial, LLC | 0.17% | Add +1532.3% | 3,330 | $382K |
| Allodium Investment Consultants, LLC | 0.28% | Add +34.6% | 3,291 | $378K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -0.5% | 3,283 | $377K |
| Pine Haven Investment Counsel, Inc | 0.32% | No change | 3,279 | $377K |
| Wealth Alliance, LLC | 0.05% | Add +0.7% | 3,263 | $375K |
| Fifth Third Bancorp | 0.00% | Add +65.2% | 3,260 | $374K |
| Tradition Wealth Management, LLC | 0.03% | Add +11.4% | 3,188 | $366K |
| Global View Capital Management LLC | 0.13% | Reduce -32.3% | 3,170 | $364K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.0% | 3,142 | $361K |
| Wealth Architects, LLC | 0.04% | New | 3,128 | $359K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 3,076 | $353K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 3,038 | $349K |
| White Lighthouse Investment Management Inc. | 0.06% | No change | 3,012 | $346K |
| Villere St Denis J & Co. LLC | 0.03% | Reduce -44.6% | 3,000 | $345K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,998 | $344K |
| LVZ, Inc. | 0.04% | No change | 2,966 | $341K |
| BridgePort Financial Solutions, LLC | 0.15% | No change | 2,941 | $338K |
| Empower Advisory Group, LLC | 0.00% | Reduce -9.8% | 2,933 | $337K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -4.2% | 2,908 | $334K |
| Fusion Family Wealth, LLC | 0.03% | No change | 2,884 | $331K |
| Transform Wealth, LLC | 0.02% | Reduce -5.6% | 2,883 | $331K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 2,870 | $330K |
| Connecticut Wealth Management, LLC | 0.02% | New | 2,859 | $328K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,760 | $317K |
| SWP Financial LLC | 0.19% | Reduce -1.6% | 2,739 | $315K |
| Kelman-Lazarov, Inc. | 0.06% | Add +57.0% | 2,723 | $313K |
| Bar Harbor Wealth Management | 0.02% | Reduce -2.7% | 2,702 | $310K |
| Klingman & Associates, LLC | 0.02% | No change | 2,694 | $309K |
| Balanced Rock Investment Advisors LLC | 0.25% | Reduce -66.2% | 2,690 | $309K |
| Aufman Associates Inc | 0.21% | Add +0.2% | 2,611 | $300K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.4% | 2,597 | $298K |
| HCR Wealth Advisors | 0.04% | No change | 2,578 | $296K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,566 | $295K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,540 | $292K |
| Guerra Pan Advisors, LLC | 0.23% | Reduce -5.0% | 2,525 | $290K |
| Earned Wealth Advisors, LLC | 0.06% | No change | 2,525 | $290K |
| Creekside Partners | 0.15% | Add +0.1% | 2,507 | $288K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 2,499 | $287K |
| Catherine Avery Investment Management LLC | 0.26% | Reduce -0.3% | 2,493 | $286K |
| LGL Partners, LLC | 0.14% | Add +0.3% | 2,487 | $286K |
| Flagstar Securities, Inc. | 0.07% | Reduce -4.7% | 2,479 | $285K |
| Arkadios Wealth Advisors | 0.01% | Add +10.6% | 2,474 | $284K |
| High Probability Advisors, LLC | 0.05% | New | 2,468 | $283K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,451 | $282K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -43.0% | 2,399 | $276K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 2,382 | $274K |
| Flagship Private Wealth, LLC | 0.13% | Reduce -10.1% | 2,368 | $272K |
| Adirondack Trust Co. | 0.11% | Reduce -3.0% | 2,354 | $270K |
| Panoramic Investment Advisors, LLC | 0.18% | Reduce -0.7% | 2,334 | $268K |
| Richmond Investment Services, LLC | 0.15% | Add +0.1% | 2,329 | $268K |
| Grove Bank & Trust | 0.04% | No change | 2,328 | $267K |
| Diversified Trust Co. | 0.01% | No change | 2,323 | $267K |
| Signaturefd, LLC | 0.01% | No change | 2,278 | $262K |
| Advisor OS, LLC | 0.03% | Reduce -18.8% | 2,267 | $260K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.1% | 2,241 | $257K |
| First Manhattan Co. Llc. | 0.00% | New | 2,238 | $257K |
| MJP Associates Inc. | 0.05% | Reduce -18.9% | 2,238 | $257K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -0.3% | 2,230 | $256K |
| AllSquare Wealth Management LLC | 0.15% | No change | 2,210 | $254K |
| Wealthgarden F.S. LLC | 0.24% | Add +19.0% | 2,185 | $251K |
| Axis Wealth Partners, LLC | 0.18% | Add +0.1% | 2,153 | $247K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,150 | $247K |
| Kennebec Savings Bank | 0.26% | Reduce -2.3% | 2,148 | $247K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -39.9% | 2,143 | $246K |
| Private Wealth Management Group, LLC | 0.09% | Reduce -1.6% | 2,092 | $240K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 2,088 | $240K |
| Frederick Financial Consultants, LLC | 0.17% | No change | 2,074 | $238K |
| Magnus Financial Group LLC | 0.02% | Add +3.4% | 2,069 | $238K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 2,056 | $236K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +4.5% | 2,045 | $235K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.3% | 2,031 | $235K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,034 | $234K |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.8% | 2,026 | $233K |
| Mason & Associates Inc | 0.06% | No change | 2,020 | $232K |
| Stanich Group LLC | 0.17% | Reduce -31.0% | 2,006 | $230K |
| Traveka Wealth, LLC | 0.13% | No change | 2,000 | $230K |
| Wood Tarver Financial Group, LLC | 0.07% | Add +0.1% | 1,992 | $229K |
| Savant Capital, LLC | 0.00% | No change | 1,943 | $223K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,942 | $223K |
| Eagle Strategies LLC | 0.04% | Add +4.6% | 1,921 | $221K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -10.0% | 1,916 | $220K |
| Mill Capital Management, LLC | 0.02% | No change | 1,900 | $218K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -14.8% | 1,900 | $218K |
| Harfst & Associates, Inc. | 0.05% | Reduce -10.6% | 1,891 | $217K |
| SigFig Wealth Management, LLC | 0.01% | New | 1,886 | $215K |
| IAG Wealth Partners, LLC | 0.03% | No change | 1,858 | $213K |
| Fielder Capital Group LLC | 0.06% | No change | 1,848 | $212K |
| Harbour Investments, Inc. | 0.01% | Add +16.4% | 1,844 | $212K |
| Spire Wealth Management | 0.01% | No change | 1,843 | $212K |
| Financial Insights, Inc. | 0.08% | No change | 1,840 | $211K |
| Refined Wealth Management | 0.17% | No change | 1,833 | $211K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.8% | 1,819 | $209K |
| LexAurum Advisors, LLC | 0.04% | Add +0.1% | 1,816 | $209K |
| Geneos Wealth Management Inc. | 0.01% | Add +10.3% | 1,816 | $209K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -2.3% | 1,779 | $204K |
| Money Concepts Capital Corp. | 0.02% | Reduce -5.7% | 1,759 | $202K |
| Pointe Capital Management LLC | 0.12% | No change | 1,752 | $201K |
| Family Manage LLC | 0.03% | Add +16.4% | 1,686 | $194K |
| Sandy Spring Bank | 0.01% | Add +88.1% | 1,565 | $180K |
| Longview Financial Advisors LLC | 0.10% | No change | 1,384 | $159K |
| Financial Connections Group, Inc. | 0.07% | Reduce -36.7% | 1,350 | $155K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -1.7% | 1,341 | $154K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.3% | 1,275 | $146K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.3% | 1,199 | $138K |
| Flagship Wealth Advisors, LLC | 0.06% | Reduce -31.5% | 1,190 | $137K |
| Glen Eagle Advisors, LLC | 0.02% | Add +1.6% | 1,171 | $134K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,136 | $130K |
| Arcadia Investment Advisors LLC | 0.06% | Reduce -7.7% | 969 | $111K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -1.6% | 916 | $105K |
| Opal Wealth Advisors, LLC | 0.03% | Reduce -63.3% | 908 | $104K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 893 | $103K |
| Howe & Rusling Inc. | 0.01% | No change | 850 | $98K |
| Caldwell Trust Co | 0.01% | No change | 800 | $92K |
| Qube Research & Technologies Ltd | 0.00% | Add +18.5% | 788 | $91K |
| Crewe Advisors LLC | 0.01% | No change | 744 | $85K |
| Millstone Evans Group, LLC | 0.06% | Reduce -16.6% | 731 | $84K |
| Parallel Advisors, LLC | 0.00% | No change | 694 | $80K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -19.7% | 686 | $79K |
| Colonial Trust Advisors | 0.01% | No change | 650 | $75K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | Reduce -2.6% | 632 | $73K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -24.3% | 616 | $71K |
| Investors Research Corp | 0.01% | No change | 593 | $68K |
| Valley National Advisers Inc. | 0.01% | No change | 564 | $64K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 526 | $60K |
| Private Trust Co. NA | 0.01% | No change | 523 | $60K |
| Assetmark, Inc. | 0.00% | New | 517 | $59K |
| Smartleaf Asset Management LLC | 0.01% | New | 514 | $59K |
| Westend Capital Management, LLC | 0.02% | No change | 503 | $58K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 495 | $57K |
| CoreCap Advisors, LLC | 0.00% | No change | 478 | $55K |
| St Germain D J Co. Inc. | 0.00% | No change | 431 | $50K |
| Front Row Advisors LLC | 0.02% | Reduce -9.0% | 423 | $49K |
| Lanark Financial, Inc. | 0.00% | — | 410 | $47K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 390 | $45K |
| AE Wealth Management LLC | 0.00% | Reduce -97.4% | 351 | $40K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 350 | $40K |
| Larson Financial Group LLC | 0.00% | No change | 345 | $40K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 335 | $38K |
| Coston, McIsaac & Partners | 0.01% | Reduce -42.6% | 333 | $38K |
| Wolff Wiese Magana LLC | 0.03% | No change | 330 | $38K |
| Chilton Capital Management LLC | 0.00% | No change | 300 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 317 | $32K |
| Transce3nd, LLC | 0.01% | Reduce -22.3% | 261 | $30K |
| Integrity Financial Corp | 0.02% | Reduce -22.7% | 238 | $27K |
| CX Institutional | 0.00% | New | 232 | $27K |
| Wealth Preservation Advisors, LLC | 0.02% | — | 208 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 207 | $24K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 190 | $22K |
| Heritage Wealth Advisors | 0.00% | Reduce -4.1% | 165 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 164 | $19K |
| SouthState Bank Corp | 0.00% | New | 162 | $19K |
| Golden State Wealth Management, LLC | 0.00% | No change | 154 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $17K |
| Financial Perspectives, Inc | 0.01% | No change | 143 | $16K |
| Hughes Financial Services, LLC | 0.00% | New | 129 | $15K |
| Red Lighthouse Investment Management, LLC | 0.01% | Add +148.1% | 129 | $14K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -92.3% | 120 | $14K |
| American Capital Advisory, LLC | 0.01% | No change | 116 | $13K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 104 | $12K |
| Lindbrook Capital, LLC | 0.00% | No change | 100 | $11K |
| Rossby Financial, LCC | 0.00% | New | 84 | $10K |
| Grand Wealth Management, LLC | 0.00% | No change | 74 | $9K |
| Sage Mountain Advisors LLC | 0.00% | New | 71 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -96.2% | 65 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 50 | $6K |
| Russell Investments Group, Ltd. | 0.00% | No change | 45 | $5K |
| PayPay Securities Corp | 0.25% | Reduce -7.3% | 38 | $4K |
| Clarity Asset Management, Inc. | 0.00% | No change | 38 | $4K |
| 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 | $2K |
| Evermay Wealth Management LLC | 0.00% | New | 14 | $2K |
| Abound Wealth Management | 0.00% | No change | 13 | $1K |
| Ancora Advisors LLC | 0.00% | New | 9 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $577 |
| IFP Advisors, Inc | 0.00% | No change | 4 | $459 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $114 |
"% 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.