iShares ESG Optimized MSCI USUSAETF
13F holders, Q2 2025 (June 30)492holders +15
32new positions
16sold out
2famous investors
$126.79avg. 13F price*
At the end of Q2 2025, 492 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, up 15 from Q1 2025. 32 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($185.7M), Morgan Stanley ($133.0M) and PNC Financial Services Group, Inc. ($131.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 464288802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $11.1M |
| Exits | 16 | $5.4M |
All 13F filers, Q1 2025 → Q2 2025: 718,051 shares bought and 1,947,429 shares sold, net −1,229,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 492 holders
| Bank of America Corp. | 0.01% | Reduce -1.4% | 1,464,867 | $185.7M |
| Morgan Stanley | 0.01% | Reduce -0.7% | 1,049,166 | $133.0M |
| PNC Financial Services Group, Inc. | 0.09% | Add +4.3% | 1,040,107 | $131.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 806,204 | $102.2M |
| Spinnaker Trust | 4.53% | Reduce -1.8% | 594,652 | $75.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.3% | 590,215 | $74.8M |
| Royal Bank of Canada | 0.01% | Add +2.7% | 588,010 | $74.5M |
| M&T Bank Corp | 0.22% | Reduce -2.4% | 503,649 | $63.8M |
| UBS Group AG | 0.01% | Reduce -7.0% | 489,647 | $62.1M |
| IMA Advisory Services, Inc. | 6.49% | Add +1.7% | 477,637 | $60.5M |
| Mission Wealth Management, LP | 1.20% | Reduce -10.5% | 432,818 | $54.9M |
| Acorns Advisers, LLC | 0.46% | Add +11.6% | 426,341 | $54.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.6% | 425,834 | $54.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.3% | 388,825 | $49.3M |
| Wells Fargo & Company | 0.01% | Reduce -2.6% | 371,470 | $47.1M |
| LPL Financial LLC | 0.01% | Add +1.3% | 306,532 | $38.9M |
| Betterment LLC | 0.08% | Add +67.5% | 306,480 | $38.8M |
| Shira Ridge Wealth Management | 16.64% | Reduce -0.0% | 287,444 | $36.4M |
| Mercer Global Advisors Inc. | 0.06% | Add +48.3% | 206,215 | $26.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.1% | 187,899 | $23.8M |
| Baird Financial Group, Inc. | 0.04% | Add +24.9% | 182,517 | $23.1M |
| Truist Financial Corp. | 0.03% | Reduce -2.4% | 178,395 | $22.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -17.4% | 174,652 | $22.1M |
| Mariner, LLC | 0.03% | Add +4.9% | 173,532 | $22.0M |
| HM Payson & Co. | 0.32% | Add +77.8% | 158,757 | $20.1M |
| Money Design Co.,Ltd. | 0.83% | Add +0.4% | 133,471 | $16.9M |
| US Bancorp \de | 0.02% | Reduce -8.0% | 125,345 | $15.9M |
| Fund Evaluation Group, LLC | 0.61% | Reduce -3.5% | 124,086 | $15.7M |
| World Investment Advisors | 0.31% | Add +1.2% | 106,435 | $13.5M |
| Farrow Financial, Inc. | 7.50% | Add +1.3% | 97,580 | $12.4M |
| Quent Capital, LLC | 1.17% | Reduce -2.1% | 95,424 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.4% | 94,364 | $12.1M |
| Stewardship Advisors, LLC | 2.99% | Reduce -1.9% | 93,112 | $11.8M |
| HighTower Advisors, LLC | 0.01% | Add +14.8% | 90,082 | $11.4M |
| Charter Oak Capital Management, LLC | 0.81% | Reduce -0.9% | 75,706 | $9.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -17.5% | 68,253 | $8.7M |
| Cetera Investment Advisers | 0.01% | Add +25.5% | 65,079 | $8.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 64,274 | $8.1M |
| Corundum Group, Inc. | 3.59% | Reduce -3.3% | 64,099 | $8.1M |
| Regions Financial Corp. | 0.05% | Reduce -1.2% | 59,639 | $7.6M |
| eCIO, Inc. | 3.11% | Add +95.7% | 58,174 | $7.4M |
| Accredited Investors Inc. | 0.42% | Reduce -7.0% | 55,584 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | Add +9.5% | 55,226 | $7.0M |
| Keybank National Association | 0.03% | Reduce -3.5% | 54,281 | $6.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -2.9% | 53,058 | $6.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.6% | 52,934 | $6.7M |
| Bank of Montreal | 0.00% | Add +0.3% | 52,517 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.9% | 48,377 | $6.1M |
| Creative Planning | 0.01% | Reduce -1.7% | 48,234 | $6.1M |
| Roof Eidam Maycock Peralta, LLC | 1.50% | Reduce -3.6% | 48,065 | $6.1M |
| Advisory Services Network, LLC | 0.10% | Reduce -37.5% | 47,367 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.3% | 46,362 | $5.9M |
| D.A. Davidson & Co. | 0.04% | Reduce -10.9% | 45,818 | $5.8M |
| Hilltop Wealth Advisors, LLC | 3.08% | Add +1.1% | 43,247 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +13.0% | 42,615 | $5.4M |
| Glenview Trust Co | 0.09% | No change | 42,500 | $5.4M |
| Tompkins Financial Corp. | 0.47% | Reduce -17.3% | 40,145 | $5.1M |
| Bear Mountain Capital, Inc. | 1.74% | Add +4.1% | 37,899 | $4.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.4% | 36,139 | $4.6M |
| Garde Capital, Inc. | 0.24% | Reduce -6.6% | 35,150 | $4.5M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -5.4% | 32,564 | $4.1M |
| BigSur Wealth Management LLC | 1.02% | No change | 32,000 | $4.1M |
| Destination Wealth Management | 0.12% | Add +2.9% | 31,257 | $4.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Add +3.1% | 31,004 | $3.9M |
| SageView Advisory Group, LLC | 0.15% | Reduce -1.9% | 30,270 | $3.9M |
| Cobblestone Capital Advisors LLC | 0.20% | Reduce -6.3% | 30,965 | $3.9M |
| Brookstone Capital Management | 0.05% | Reduce -7.0% | 30,760 | $3.9M |
| Long Run Wealth Advisors, LLC | 0.81% | Reduce -5.3% | 30,451 | $3.9M |
| Composition Wealth, LLC | 0.06% | Add +36.7% | 30,054 | $3.8M |
| Pure Financial Advisors, LLC | 0.07% | Add +1.8% | 30,047 | $3.8M |
| Modern Wealth Management, LLC | 0.09% | New | 29,994 | $3.8M |
| Cerity Partners LLC | 0.01% | Add +1.6% | 29,351 | $3.7M |
| Stifel Financial Corp. | 0.00% | Reduce -5.9% | 29,082 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.7% | 27,851 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +9.3% | 27,974 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Add +8.2% | 27,502 | $3.5M |
| Relyea Zuckerberg Hanson LLC | 0.40% | Reduce -4.0% | 27,110 | $3.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.47% | No change | 27,064 | $3.4M |
| &partners | 0.02% | Add +19.5% | 25,451 | $3.2M |
| CPC Advisors, LLC | 0.40% | Add +0.3% | 25,173 | $3.2M |
| Permanens Capital L.P. | 0.42% | Reduce -49.5% | 24,577 | $3.1M |
| Simmons Bank | 0.22% | No change | 24,081 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.2% | 23,929 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -24.3% | 23,768 | $3.0M |
| VERITY Wealth Advisors | 2.01% | No change | 23,554 | $3.0M |
| 3EDGE Asset Management, LP | 0.18% | Reduce -51.0% | 23,077 | $2.9M |
| Bailard, Inc. | 0.07% | Reduce -6.1% | 22,868 | $2.9M |
| Citadel Advisors | 0.00% | Add +43.8% | 22,678 | $2.9M |
| HB Wealth Management, LLC | 0.02% | Add +0.3% | 22,374 | $2.8M |
| Shepherd Financial Partners LLC | 0.30% | Reduce -0.7% | 22,360 | $2.8M |
| Ledyard National Bank | 0.27% | Add +5.8% | 22,347 | $2.8M |
| Asset Dedication, LLC | 0.20% | Reduce -2.3% | 21,983 | $2.8M |
| Focus Partners Wealth | 0.01% | Add +2.1% | 21,595 | $2.7M |
| CGN Advisors LLC | 0.24% | No change | 21,220 | $2.7M |
| Allworth Financial LP | 0.01% | No change | 20,872 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -2.2% | 20,542 | $2.6M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -4.0% | 19,844 | $2.5M |
| Cwm, LLC | 0.01% | Reduce -8.5% | 19,827 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | No change | 19,703 | $2.5M |
| Sax Wealth Advisors, LLC | 0.15% | Reduce -3.5% | 19,130 | $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.