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 |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -11.5% | 18,853 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.6% | 16,369 | $2.3M |
| Commerce Bank | 0.01% | No change | 18,280 | $2.3M |
| NorthRock Partners, LLC | 0.06% | Add +1.4% | 17,959 | $2.3M |
| Aprio Wealth Management, LLC | 0.25% | Reduce -1.3% | 17,592 | $2.2M |
| Fingerlakes Wealth Management, Inc. | 1.63% | Add +0.2% | 17,220 | $2.2M |
| One Wealth Advisors, LLC | 0.30% | Reduce -1.7% | 17,086 | $2.2M |
| First Pacific Financial | 0.32% | Reduce -5.2% | 17,025 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +62.8% | 16,400 | $2.1M |
| New Covenant Trust Company, N.A. | 1.83% | No change | 16,283 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -15.7% | 16,170 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -5.0% | 15,933 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +15.2% | 14,890 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.8% | 14,540 | $1.9M |
| Litman Gregory Wealth Management LLC | 0.15% | No change | 14,751 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +111.0% | 14,433 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -10.8% | 14,145 | $1.8M |
| Colorado Capital Management, Inc. | 0.77% | Reduce -9.8% | 13,469 | $1.8M |
| Evergreen Capital Management LLC | 0.05% | Reduce -1.5% | 14,079 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.1% | 13,887 | $1.8M |
| Tiaa Trust, National Association | 0.00% | Reduce -8.8% | 13,844 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.17% | Add +17.0% | 13,730 | $1.7M |
| Ellevest, Inc. | 0.27% | Reduce -93.2% | 13,582 | $1.7M |
| Evercore Wealth Management, LLC | 0.03% | No change | 13,512 | $1.7M |
| Fsa Wealth Partners, Inc. | 0.82% | Reduce -6.5% | 13,409 | $1.7M |
| Gould Asset Management LLC | 0.33% | No change | 13,308 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -6.1% | 12,940 | $1.6M |
| Ryan Investment Management, Inc. | 1.02% | — | 12,543 | $1.6M |
| Trust Co | 0.18% | Reduce -7.6% | 12,509 | $1.6M |
| Bigelow Investment Advisors, LLC | 0.70% | Reduce -0.3% | 12,493 | $1.6M |
| Milestone Investment Advisors LLC | 0.41% | Reduce -13.3% | 12,445 | $1.6M |
| Winthrop Advisory Group LLC | 0.15% | Reduce -3.8% | 12,287 | $1.6M |
| Avantax Planning Partners, Inc. | 0.05% | No change | 12,240 | $1.6M |
| Addison Advisors LLC | 0.39% | Reduce -0.1% | 12,212 | $1.5M |
| Resonant Capital Advisors, LLC | 0.10% | No change | 12,125 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | Reduce -2.9% | 11,914 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | No change | 11,817 | $1.5M |
| Bond & Devick Financial Network, Inc. | 0.49% | Reduce -1.1% | 11,739 | $1.5M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -12.6% | 11,642 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +5.3% | 11,542 | $1.5M |
| GoalVest Advisory LLC | 0.36% | Add +32.4% | 11,539 | $1.5M |
| Franklin Resources Inc. | 0.00% | Reduce -9.9% | 11,483 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -13.9% | 11,134 | $1.4M |
| VestGen Advisors, LLC | 0.05% | Reduce -5.6% | 10,549 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -51.8% | 10,667 | $1.4M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +0.2% | 10,636 | $1.3M |
| First Foundation Advisors | 0.05% | No change | 10,510 | $1.3M |
| Bluestem Financial Advisors, LLC | 0.57% | Reduce -7.1% | 10,507 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.2% | 10,431 | $1.3M |
| FMR LLC | 0.00% | Add +1.5% | 10,129 | $1.3M |
| SOA Wealth Advisors, LLC. | 0.23% | Reduce -22.8% | 10,097 | $1.3M |
| Choreo, LLC | 0.02% | No change | 9,971 | $1.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.0% | 9,849 | $1.2M |
| Members Trust Co | 0.04% | Add +2.1% | 9,742 | $1.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +6.3% | 9,708 | $1.2M |
| Portland Global Advisors LLC | 0.14% | Reduce -1.0% | 9,680 | $1.2M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -3.6% | 9,644 | $1.2M |
| Integrated Investment Consultants, LLC | 0.24% | No change | 9,560 | $1.2M |
| Marino, Stram & Associates LLC | 0.24% | Add +0.2% | 9,426 | $1.2M |
| Parkside Advisors LLC | 0.26% | Reduce -2.1% | 9,217 | $1.2M |
| Red Crane Wealth Management, LLC | 1.05% | Add +3.3% | 9,062 | $1.1M |
| Mgo One Seven LLC | 0.04% | No change | 9,044 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.3% | 8,899 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Reduce -5.1% | 8,875 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +1.4% | 8,514 | $1.1M |
| TFC Financial Management, Inc. | 0.15% | New | 8,690 | $1.1M |
| Abacus Planning Group, Inc. | 0.16% | Reduce -1.8% | 8,627 | $1.1M |
| Round Rock Advisors LLC | 0.19% | Reduce -3.5% | 8,616 | $1.1M |
| Haverford Trust Co | 0.01% | No change | 8,480 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Add +11.6% | 8,478 | $1.1M |
| Coastline Trust Co | 0.12% | Reduce -4.0% | 8,469 | $1.1M |
| Destiny Capital Corp | 0.64% | No change | 8,352 | $1.1M |
| Prentiss Smith & Co. Inc. | 0.63% | Reduce -1.1% | 8,347 | $1.1M |
| Good Life Advisors, LLC | 0.07% | Add +2.8% | 8,312 | $1.1M |
| Obsidian Cio, LLC | 0.15% | Reduce -8.0% | 8,271 | $1.0M |
| McGinn Penninger Investment Management, Inc. | 0.65% | Reduce -0.2% | 8,098 | $1.0M |
| Moment Partners, LLC | 0.19% | Reduce -1.2% | 7,953 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.1% | 7,894 | $1.0M |
| Greenup Street Wealth Management LLC | 0.17% | Reduce -2.3% | 7,778 | $986K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -0.6% | 7,753 | $983K |
| Willow Creek Wealth Management Inc. | 0.09% | No change | 7,679 | $973K |
| Nepc LLC | 0.02% | Reduce -3.5% | 7,646 | $969K |
| Finley Financial, LLC | 0.48% | No change | 7,610 | $965K |
| Wealthspire Advisors, LLC | 0.01% | No change | 7,606 | $964K |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -8.3% | 7,589 | $962K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -19.1% | 7,482 | $948K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -28.0% | 7,479 | $948K |
| Smart Portfolios, LLC | 0.95% | Reduce -1.1% | 7,432 | $942K |
| Citrine Capital LLC | 0.49% | No change | 7,250 | $919K |
| Midwest Trust Co | 0.01% | — | 7,144 | $906K |
| McClarren Financial Advisors, Inc. | 0.59% | Add +59.6% | 7,130 | $904K |
| SK Wealth Management, LLC | 0.39% | Add +6.4% | 7,018 | $896K |
| WealthShield Partners, LLC | 0.11% | Reduce -4.0% | 7,025 | $890K |
| Carret Asset Management, LLC | 0.10% | Add +0.2% | 7,017 | $889K |
| Aspiriant, LLC | 0.03% | No change | 6,868 | $871K |
| Westside Investment Management, Inc. | 0.16% | Reduce -5.5% | 6,831 | $866K |
| Legacy Edge Advisors, LLC | 0.11% | Add +2.7% | 6,686 | $847K |
| JNBA Financial Advisors | 0.08% | Add +3.1% | 6,516 | $826K |
| Sharper & Granite LLC | 0.31% | Reduce -8.7% | 6,357 | $809K |
| Coldstream Capital Management Inc. | 0.01% | No change | 6,296 | $798K |
| Waverly Advisors, LLC | 0.01% | Reduce -7.5% | 6,204 | $786K |
| Nautilus Advisors LLC | 0.58% | No change | 6,200 | $786K |
| Crux Wealth Advisors | 0.33% | Reduce -79.8% | 6,181 | $783K |
| Comerica Bank | 0.00% | Add +12.3% | 6,117 | $775K |
| Hengehold Capital Management LLC | 0.07% | Reduce -6.0% | 6,045 | $766K |
| Capital Investment Counsel, LLC | 0.12% | Reduce -10.0% | 6,000 | $761K |
| Bank of New Hampshire | 0.19% | No change | 5,990 | $759K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -30.9% | 5,973 | $757K |
| Rollins Financial Advisors, LLC | 0.12% | Reduce -1.6% | 5,968 | $756K |
| Hills Bank & Trust Co | 0.05% | No change | 5,939 | $753K |
| Well Done, LLC | 0.14% | Add +5.9% | 5,906 | $748K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.5% | 5,652 | $716K |
| Morris Financial Concepts, Inc. | 0.28% | Add +13.5% | 5,555 | $704K |
| Glenmede Investment Management, LP | 0.00% | — | 5,524 | $700K |
| Parsons Capital Management Inc. | 0.04% | Reduce -2.9% | 5,481 | $695K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,473 | $694K |
| One Capital Management, LLC | 0.02% | Reduce -66.8% | 5,454 | $691K |
| LRI Investments, LLC | 0.06% | No change | 5,430 | $688K |
| Bessemer Group Inc. | 0.00% | New | 5,430 | $688K |
| WJ Wealth Management, LLC | 0.22% | No change | 5,400 | $684K |
| Walkner Condon Financial Advisors LLC | 0.13% | Add +0.9% | 5,397 | $684K |
| McAdam, LLC | 0.04% | Add +6.3% | 5,376 | $681K |
| Kraft, Davis & Associates, LLC | 0.18% | Reduce -6.8% | 5,097 | $661K |
| West Financial Advisors, LLC | 0.12% | No change | 5,213 | $661K |
| TriaGen Wealth Management LLC | 0.20% | Reduce -0.4% | 5,169 | $655K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -0.1% | 5,093 | $645K |
| SCS Capital Management LLC | 0.01% | Reduce -3.8% | 5,080 | $644K |
| Brighton Jones LLC | 0.02% | Add +0.3% | 5,075 | $643K |
| Sigma Planning Corp | 0.02% | Reduce -0.1% | 5,072 | $643K |
| Merit Financial Group, LLC | 0.01% | No change | 5,056 | $641K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.1% | 5,038 | $639K |
| EP Wealth Advisors, LLC | 0.00% | Add +6.2% | 5,035 | $638K |
| Graypoint LLC | 0.04% | Add +0.0% | 5,014 | $635K |
| Mather Group, Llc. | 0.01% | Reduce -13.7% | 5,011 | $635K |
| Riverbend Wealth Management, LLC | 0.48% | No change | 5,000 | $634K |
| Brown Advisory Inc. | 0.00% | No change | 4,998 | $633K |
| TruNorth Capital Management, LLC | 0.14% | No change | 4,935 | $625K |
| Agf Management Ltd. | 0.00% | Add +13.9% | 4,900 | $621K |
| ProVise Management Group, LLC | 0.05% | Reduce -2.4% | 4,898 | $621K |
| Silverlake Wealth Management LLC | 0.18% | Reduce -3.2% | 4,894 | $620K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 4,878 | $618K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,864 | $617K |
| Brio Consultants, LLC | 0.09% | Add +24.8% | 4,840 | $613K |
| MAI Capital Management | 0.00% | Reduce -1.3% | 4,787 | $607K |
| Meridian Financial Advisors, LLC | 0.39% | Reduce -4.1% | 4,718 | $598K |
| WealthBridge Capital Management, LLC | 0.15% | Add +3.3% | 4,717 | $598K |
| Mechanics Bank Trust Department | 0.09% | Add +31.0% | 4,717 | $598K |
| Bell Bank | 0.03% | Reduce -2.9% | 4,715 | $598K |
| Richmond Investment Services, LLC | 0.12% | Add +100.2% | 4,662 | $591K |
| Kesler, Norman & Wride, LLC | 0.10% | No change | 4,662 | $591K |
| Global Retirement Partners, LLC | 0.01% | — | 4,635 | $588K |
| Ritholtz Wealth Management | 0.01% | Reduce -19.1% | 4,616 | $585K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -11.7% | 4,585 | $581K |
| Peak Financial Management, Inc. | 0.16% | Add +2.0% | 4,575 | $580K |
| CWS Financial Advisors, LLC | 0.16% | Add +0.2% | 4,410 | $559K |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.0% | 4,384 | $556K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 4,375 | $555K |
| Pacific Center for Financial Services | 0.15% | Add +0.1% | 4,254 | $539K |
| Trust Co. of Vermont | 0.02% | Add +0.7% | 4,171 | $529K |
| Curbstone Financial Management Corp | 0.11% | New | 4,116 | $522K |
| Diversified Enterprises, LLC | 0.04% | Reduce -12.1% | 4,099 | $520K |
| Opulen Financial Group LLC | 0.42% | Reduce -0.0% | 4,056 | $514K |
| CIBC Asset Management Inc | 0.00% | No change | 4,010 | $508K |
| Progressive Investment Management Corp | 0.13% | No change | 4,000 | $507K |
| Birchbrook, Inc. | 0.27% | Reduce -28.6% | 3,991 | $506K |
| Bradley & Co. Private Wealth Management, LLC | 0.31% | No change | 3,984 | $505K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 3,970 | $503K |
| Allodium Investment Consultants, LLC | 0.32% | Add +19.7% | 3,938 | $499K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +0.3% | 3,937 | $499K |
| Zevin Asset Management LLC | 0.07% | No change | 3,937 | $499K |
| Ulland Investment Advisors, LLC | 0.40% | No change | 3,880 | $492K |
| North Star Investment Management Corp. | 0.03% | Add +2.6% | 3,869 | $490K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.4% | 3,828 | $485K |
| Peregrine Asset Advisers, Inc. | 0.15% | No change | 3,787 | $480K |
| Savant Capital, LLC | 0.00% | Add +92.2% | 3,735 | $473K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -3.5% | 3,727 | $472K |
| Warner Financial, Inc. | 0.19% | Reduce -6.1% | 3,702 | $469K |
| Weaver Consulting Group | 0.13% | No change | 3,682 | $467K |
| Trillium Asset Management, LLC | 0.01% | Reduce -2.7% | 3,648 | $462K |
| Harbor Group, Inc. | 0.08% | Add +5.7% | 3,624 | $459K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,600 | $456K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | No change | 3,543 | $449K |
| Arkos Global Advisors | 0.06% | Reduce -4.2% | 3,543 | $449K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.5% | 3,494 | $443K |
| Common Fund for Nonprofit Organizations | 0.04% | Reduce -1.9% | 3,418 | $433K |
| Highview Capital Management LLC | 0.17% | No change | 3,413 | $433K |
| Affinity Wealth Management LLC | 0.07% | No change | 3,406 | $432K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -44.2% | 3,396 | $430K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -0.0% | 3,387 | $429K |
| Sound Stewardship, LLC | 0.22% | Reduce -60.4% | 3,383 | $429K |
| Fiduciary Trust Co | 0.01% | Reduce -3.1% | 3,377 | $428K |
| PFG Investments, LLC | 0.02% | Reduce -23.8% | 3,353 | $425K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,345 | $424K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +29.9% | 3,333 | $422K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 3,283 | $416K |
| Pine Haven Investment Counsel, Inc | 0.33% | No change | 3,279 | $416K |
| Wealth Alliance, LLC | 0.05% | Add +0.2% | 3,270 | $414K |
| Goldman Sachs Group Inc. | 0.00% | Add +24.3% | 3,229 | $409K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -20.8% | 3,224 | $409K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,191 | $405K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.8% | 3,162 | $401K |
| Dunhill Financial, LLC | 0.11% | Reduce -6.6% | 3,111 | $394K |
| Connecticut Wealth Management, LLC | 0.02% | Add +7.8% | 3,082 | $391K |
| Natural Investments, LLC | 0.10% | Reduce -16.6% | 3,061 | $387K |
| LVZ, Inc. | 0.05% | Add +2.9% | 3,052 | $387K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 3,038 | $385K |
| Fifth Third Bancorp | 0.00% | Reduce -7.6% | 3,011 | $382K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 3,000 | $380K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,998 | $380K |
| BridgePort Financial Solutions, LLC | 0.12% | No change | 2,941 | $373K |
| Empower Advisory Group, LLC | 0.00% | No change | 2,933 | $372K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -0.7% | 2,888 | $366K |
| Fusion Family Wealth, LLC | 0.03% | No change | 2,884 | $366K |
| Arrowroot Family Office, LLC | 0.16% | — | 2,879 | $365K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.0% | 2,827 | $358K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,760 | $350K |
| Wealth Architects, LLC | 0.04% | Reduce -12.6% | 2,734 | $347K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 2,723 | $345K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -5.2% | 2,720 | $345K |
| Klingman & Associates, LLC | 0.02% | No change | 2,694 | $341K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -13.0% | 2,676 | $339K |
| Associated Banc-Corp | 0.01% | New | 2,629 | $333K |
| Aufman Associates Inc | 0.20% | Add +0.1% | 2,615 | $331K |
| SWP Financial LLC | 0.18% | Reduce -4.8% | 2,609 | $331K |
| High Probability Advisors, LLC | 0.05% | Add +4.5% | 2,580 | $327K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,540 | $322K |
| LGL Partners, LLC | 0.14% | Add +0.2% | 2,492 | $322K |
| Balanced Rock Investment Advisors LLC | 0.25% | Reduce -6.0% | 2,528 | $320K |
| HCR Wealth Advisors | 0.04% | Reduce -1.9% | 2,528 | $320K |
| Guerra Pan Advisors, LLC | 0.21% | No change | 2,525 | $320K |
| Earned Wealth Advisors, LLC | 0.06% | No change | 2,525 | $320K |
| Arkadios Wealth Advisors | 0.01% | Add +1.3% | 2,505 | $318K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 2,503 | $317K |
| Catherine Avery Investment Management LLC | 0.24% | No change | 2,493 | $316K |
| Flagstar Securities, Inc. | 0.09% | Add +0.2% | 2,484 | $315K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,451 | $311K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.8% | 2,416 | $306K |
| Bar Harbor Wealth Management | 0.02% | Reduce -11.1% | 2,402 | $304K |
| SigFig Wealth Management, LLC | 0.01% | Add +28.1% | 2,415 | $304K |
| Focus Financial Network, Inc. | 0.01% | No change | 2,382 | $302K |
| Flagship Private Wealth, LLC | 0.13% | Reduce -0.6% | 2,354 | $298K |
| StoneX Group Inc. | 0.01% | New | 2,331 | $295K |
| Grove Bank & Trust | 0.04% | No change | 2,328 | $295K |
| Diversified Trust Co. | 0.01% | No change | 2,323 | $294K |
| White Lighthouse Investment Management Inc. | 0.05% | Reduce -23.7% | 2,297 | $291K |
| OLIO Financial Planning | 0.09% | New | 2,293 | $291K |
| Signaturefd, LLC | 0.00% | No change | 2,278 | $289K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,238 | $284K |
| Wealthgarden F.S. LLC | 0.23% | Add +0.5% | 2,196 | $282K |
| AllSquare Wealth Management LLC | 0.16% | No change | 2,210 | $280K |
| Axis Wealth Partners, LLC | 0.18% | Add +0.9% | 2,172 | $275K |
| Consilio Wealth Advisors, LLC | 0.10% | New | 2,178 | $274K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,150 | $273K |
| Neuberger Berman Group LLC | 0.00% | Add +5.2% | 2,131 | $270K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -4.6% | 2,127 | $270K |
| Private Wealth Management Group, LLC | 0.09% | Add +1.0% | 2,112 | $268K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 2,088 | $265K |
| NBT Bank, N.A. | 0.02% | Reduce -49.7% | 2,080 | $264K |
| Panoramic Investment Advisors, LLC | 0.16% | Reduce -11.0% | 2,077 | $263K |
| Frederick Financial Consultants, LLC | 0.16% | No change | 2,074 | $263K |
| Magnus Financial Group LLC | 0.02% | Add +0.2% | 2,074 | $263K |
| IAG Wealth Partners, LLC | 0.03% | Add +10.8% | 2,059 | $261K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 2,056 | $261K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 2,046 | $259K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.2% | 2,035 | $258K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,034 | $258K |
| Mason & Associates Inc | 0.06% | No change | 2,020 | $256K |
| HRT Financial LP | 0.00% | New | 2,025 | $256K |
| Traveka Wealth, LLC | 0.13% | No change | 2,000 | $254K |
| Forza Wealth Management, LLC | 0.10% | New | 1,992 | $252K |
| Wood Tarver Financial Group, LLC | 0.08% | Add +0.1% | 1,995 | $252K |
| Geneos Wealth Management Inc. | 0.01% | Add +9.4% | 1,986 | $252K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,942 | $246K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 1,916 | $243K |
| Global View Capital Management LLC | 0.08% | Reduce -40.0% | 1,902 | $241K |
| Mill Capital Management, LLC | 0.02% | No change | 1,900 | $241K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 1,900 | $241K |
| Harfst & Associates, Inc. | 0.05% | No change | 1,891 | $240K |
| Creekside Partners | 0.11% | Reduce -25.4% | 1,869 | $237K |
| Harbor Asset Planning, Inc. | 0.23% | — | 1,859 | $236K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 1,845 | $234K |
| Financial Insights, Inc. | 0.09% | No change | 1,840 | $233K |
| Refined Wealth Management | 0.16% | No change | 1,833 | $232K |
| ETF Portfolio Partners, Inc. | 0.06% | New | 1,821 | $231K |
| Eagle Strategies LLC | 0.04% | Reduce -5.4% | 1,817 | $230K |
| Boothe Investment Group, Inc. | 0.09% | New | 1,807 | $229K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.0% | 1,800 | $228K |
| Bell Investment Advisors, Inc | 0.04% | Add +95.1% | 1,787 | $226K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 1,779 | $225K |
| Money Concepts Capital Corp. | 0.01% | Add +0.1% | 1,760 | $223K |
| Pointe Capital Management LLC | 0.12% | No change | 1,752 | $222K |
| Advisor OS, LLC | 0.02% | Reduce -24.5% | 1,711 | $217K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 1,705 | $216K |
| Renaissance Technologies | 0.00% | Reduce -86.1% | 1,700 | $215K |
| Zhang Financial LLC | 0.01% | Reduce -75.9% | 1,697 | $215K |
| Parkshore Wealth Management, Inc. | 0.11% | New | 1,697 | $215K |
| Kennebec Savings Bank | 0.21% | Reduce -21.0% | 1,696 | $215K |
| Argyle Capital Partners, LLC | 0.18% | New | 1,696 | $215K |
| Stanich Group LLC | 0.19% | Reduce -16.2% | 1,681 | $214K |
| Family Manage LLC | 0.03% | No change | 1,686 | $214K |
| MJP Associates Inc. | 0.03% | Reduce -24.8% | 1,682 | $213K |
| LexAurum Advisors, LLC | 0.03% | Reduce -7.6% | 1,678 | $213K |
| Perennial Investment Advisors, LLC | 0.02% | New | 1,664 | $211K |
| Princeton Global Asset Management LLC | 0.04% | New | 1,662 | $211K |
| Sunbelt Securities, Inc. | 0.02% | Add +2536.9% | 1,714 | $208K |
| Summit Financial, LLC | 0.00% | New | 1,632 | $207K |
| Bank of New York Mellon Corp | 0.00% | New | 1,614 | $205K |
| Hoxton Planning & Management, LLC | 0.07% | New | 1,612 | $204K |
| Retirement Income Solutions, Inc. | 0.04% | New | 1,607 | $204K |
| Boston Family Office LLC | 0.01% | New | 1,600 | $203K |
| Longview Financial Advisors LLC | 0.11% | No change | 1,384 | $175K |
| Financial Connections Group, Inc. | 0.07% | No change | 1,350 | $171K |
| LFA - Lugano Financial Advisors SA | 0.10% | Reduce -97.2% | 1,343 | $170K |
| Spire Wealth Management | 0.01% | Reduce -29.2% | 1,305 | $165K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -5.4% | 1,268 | $161K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -2.4% | 1,143 | $145K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,136 | $144K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -14.9% | 1,085 | $138K |
| Arcadia Investment Advisors LLC | 0.06% | Add +0.6% | 975 | $124K |
| Opal Wealth Advisors, LLC | 0.03% | Add +0.8% | 915 | $116K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -90.1% | 875 | $111K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -27.4% | 871 | $110K |
| Flagship Wealth Advisors, LLC | 0.04% | Reduce -26.8% | 871 | $110K |
| Cranbrook Wealth Management, LLC | 0.02% | Reduce -4.5% | 853 | $108K |
| Howe & Rusling Inc. | 0.01% | No change | 850 | $108K |
| Hollencrest Capital Management | 0.00% | New | 843 | $107K |
| Atlantic Union Bankshares Corp | 0.00% | New | 832 | $105K |
| Caldwell Trust Co | 0.01% | No change | 800 | $101K |
| Crewe Advisors LLC | 0.01% | No change | 744 | $94K |
| Millstone Evans Group, LLC | 0.06% | No change | 731 | $93K |
| Adirondack Trust Co. | 0.03% | Reduce -69.0% | 729 | $92K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 686 | $87K |
| AE Wealth Management LLC | 0.00% | Add +89.5% | 665 | $84K |
| Colonial Trust Advisors | 0.01% | No change | 650 | $82K |
| Investors Research Corp | 0.02% | Add +8.8% | 645 | $82K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 632 | $80K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.2% | 617 | $78K |
| Valley National Advisers Inc. | 0.01% | No change | 564 | $71K |
| Assetmark, Inc. | 0.00% | Add +5.2% | 544 | $69K |
| Concord Wealth Partners | 0.01% | New | 540 | $68K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 526 | $67K |
| Westend Capital Management, LLC | 0.02% | No change | 503 | $64K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 495 | $63K |
| Parallel Advisors, LLC | 0.00% | Reduce -28.8% | 494 | $63K |
| CoreCap Advisors, LLC | 0.00% | No change | 478 | $61K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -9.3% | 466 | $59K |
| Private Trust Co. NA | 0.01% | Reduce -12.6% | 457 | $58K |
| St Germain D J Co. Inc. | 0.00% | No change | 431 | $55K |
| Front Row Advisors LLC | 0.02% | No change | 423 | $54K |
| Lanark Financial, Inc. | 0.00% | No change | 410 | $51K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 390 | $49K |
| Hantz Financial Services, Inc. | 0.00% | New | 386 | $49K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 350 | $44K |
| Larson Financial Group LLC | 0.00% | No change | 345 | $44K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -56.4% | 344 | $44K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 335 | $42K |
| Coston, McIsaac & Partners | 0.01% | No change | 333 | $42K |
| Wolff Wiese Magana LLC | 0.03% | No change | 330 | $42K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 317 | $40K |
| Transce3nd, LLC | 0.01% | Add +1.9% | 266 | $34K |
| Integrity Financial Corp | 0.02% | No change | 238 | $30K |
| CX Institutional | 0.00% | No change | 232 | $29K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 207 | $26K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 190 | $24K |
| Brooklyn Investment Group | 0.00% | New | 186 | $24K |
| Heritage Wealth Advisors | 0.00% | No change | 165 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 164 | $21K |
| Golden State Wealth Management, LLC | 0.00% | No change | 154 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $19K |
| Chilton Capital Management LLC | 0.00% | Reduce -51.7% | 145 | $18K |
| Financial Perspectives, Inc | 0.01% | Add +0.7% | 144 | $18K |
| Hughes Financial Services, LLC | 0.00% | No change | 129 | $17K |
| American Capital Advisory, LLC | 0.01% | Add +5.2% | 122 | $15K |
| Founders Financial Alliance, LLC | 0.00% | No change | 120 | $15K |
| Wealth Preservation Advisors, LLC | 0.01% | Reduce -45.2% | 114 | $14K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 104 | $13K |
| Kathleen S. Wright Associates Inc. | 0.00% | New | 96 | $12K |
| Rossby Financial, LCC | 0.00% | No change | 84 | $11K |
| Grand Wealth Management, LLC | 0.00% | No change | 74 | $9K |
| Red Lighthouse Investment Management, LLC | 0.00% | Reduce -59.7% | 52 | $7K |
| Angeles Wealth Management, LLC | 0.00% | New | 45 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.9% | 41 | $5K |
| Clarity Asset Management, Inc. | 0.00% | No change | 38 | $5K |
| PayPay Securities Corp | 0.22% | Reduce -5.3% | 36 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -40.0% | 30 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 22 | $3K |
| Abound Wealth Management | 0.00% | No change | 13 | $2K |
| Biltmore Family Office, LLC | 0.00% | New | 10 | $1K |
| Ancora Advisors LLC | 0.00% | No change | 9 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $639 |
| Private Wealth Asset Management, LLC | 0.00% | New | 2 | $254 |
"% 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.