iShares ESG Optimized MSCI USUSAETF
13F holders, Q3 2025 (September 30)499holders +7
32new positions
23sold out
1famous investor
$135.69avg. 13F price*
At the end of Q3 2025, 499 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, up 7 from Q2 2025. 32 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($195.6M), PNC Financial Services Group, Inc. ($144.3M) and Morgan Stanley ($141.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 464288802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $16.8M |
| Exits | 23 | $12.1M |
All 13F filers, Q2 2025 → Q3 2025: 493,996 shares bought and 1,107,848 shares sold, net −613,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 499 holders
| Bank of America Corp. | 0.01% | Reduce -1.6% | 1,441,883 | $195.6M |
| PNC Financial Services Group, Inc. | 0.09% | Add +2.3% | 1,063,932 | $144.3M |
| Morgan Stanley | 0.01% | Reduce -0.8% | 1,040,649 | $141.2M |
| Spinnaker Trust | 4.43% | Reduce -0.9% | 589,020 | $79.9M |
| Royal Bank of Canada | 0.01% | Reduce -8.1% | 540,663 | $73.3M |
| M&T Bank Corp | 0.24% | Add +3.7% | 522,356 | $70.9M |
| IMA Advisory Services, Inc. | 7.08% | Add +8.4% | 517,615 | $70.2M |
| BlackRock, Inc. | 0.00% | Reduce -37.9% | 500,364 | $67.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -16.4% | 493,457 | $67.0M |
| UBS Group AG | 0.01% | Reduce -7.7% | 452,032 | $61.3M |
| Acorns Advisers, LLC | 0.47% | Add +2.4% | 436,504 | $59.2M |
| Mission Wealth Management, LP | 1.16% | Reduce -3.4% | 418,324 | $56.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 410,963 | $55.7M |
| Wells Fargo & Company | 0.01% | Reduce -2.2% | 363,363 | $49.3M |
| Mercer Global Advisors Inc. | 0.07% | Add +44.6% | 298,212 | $40.5M |
| Betterment LLC | 0.08% | Reduce -3.4% | 296,167 | $40.2M |
| LPL Financial LLC | 0.01% | Reduce -3.9% | 294,519 | $40.0M |
| Shira Ridge Wealth Management | 16.39% | Reduce -0.9% | 284,764 | $38.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -37.5% | 243,005 | $33.0M |
| Baird Financial Group, Inc. | 0.04% | Reduce -0.4% | 181,832 | $24.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.2% | 179,979 | $24.4M |
| Mariner, LLC | 0.03% | Reduce -1.9% | 170,290 | $23.1M |
| Truist Financial Corp. | 0.03% | Reduce -5.4% | 168,701 | $22.9M |
| HM Payson & Co. | 0.32% | Add +2.0% | 161,986 | $22.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.3% | 161,980 | $22.0M |
| Fund Evaluation Group, LLC | 0.64% | Add +4.8% | 130,046 | $17.6M |
| World Investment Advisors | 0.28% | Reduce -4.2% | 101,961 | $13.8M |
| Farrow Financial, Inc. | 7.74% | Add +0.7% | 98,276 | $13.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.8% | 95,135 | $13.0M |
| Cetera Investment Advisers | 0.01% | Add +44.0% | 93,749 | $12.7M |
| Quent Capital, LLC | 1.06% | Reduce -2.4% | 93,169 | $12.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.6% | 88,608 | $12.0M |
| Stewardship Advisors, LLC | 2.81% | Reduce -6.0% | 87,515 | $11.9M |
| US Bancorp \de | 0.01% | Reduce -37.2% | 78,692 | $10.7M |
| Charter Oak Capital Management, LLC | 0.79% | Reduce -2.4% | 73,925 | $10.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.1% | 66,848 | $9.1M |
| eCIO, Inc. | 3.35% | Add +13.8% | 66,222 | $9.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 63,779 | $8.7M |
| Corundum Group, Inc. | 3.51% | Reduce -1.8% | 62,978 | $8.5M |
| Regions Financial Corp. | 0.05% | Reduce -0.7% | 59,226 | $8.0M |
| NewEdge Advisors, LLC | 0.04% | Add +11.5% | 59,142 | $8.0M |
| Accredited Investors Inc. | 0.43% | Add +1.9% | 56,635 | $7.7M |
| Keybank National Association | 0.03% | Reduce -0.9% | 53,770 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +1459.0% | 50,340 | $6.8M |
| Elevation Capital Advisory, LLC | 2.73% | New | 50,320 | $6.8M |
| Bank of Montreal | 0.00% | Reduce -5.4% | 49,674 | $6.7M |
| Advisory Services Network, LLC | 0.10% | Add +4.3% | 49,378 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.0% | 48,695 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -11.0% | 47,133 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.8% | 47,517 | $6.3M |
| MML Investors Services, LLC | 0.02% | Add +2.8% | 43,801 | $5.9M |
| Destination Wealth Management | 0.16% | Add +39.5% | 43,619 | $5.9M |
| D.A. Davidson & Co. | 0.04% | Reduce -6.1% | 43,027 | $5.8M |
| Hilltop Wealth Advisors, LLC | 3.03% | Reduce -0.8% | 42,901 | $5.8M |
| Glenview Trust Co | 0.09% | No change | 42,500 | $5.8M |
| Roof Eidam Maycock Peralta, LLC | 1.39% | Reduce -12.3% | 42,133 | $5.7M |
| Creative Planning | 0.00% | Reduce -17.3% | 39,885 | $5.4M |
| Bear Mountain Capital, Inc. | 1.72% | Reduce -1.3% | 37,393 | $5.1M |
| Olde Wealth Management, LLC | 1.49% | — | 34,795 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +108.8% | 34,183 | $4.6M |
| Tompkins Financial Corp. | 0.39% | Reduce -15.1% | 34,070 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -39.1% | 33,657 | $4.6M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Add +3.2% | 33,605 | $4.6M |
| Brookstone Capital Management | 0.05% | Add +7.5% | 33,081 | $4.5M |
| BigSur Wealth Management LLC | 1.06% | No change | 32,000 | $4.3M |
| Garde Capital, Inc. | 0.22% | Reduce -9.9% | 31,658 | $4.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Add +0.3% | 31,088 | $4.2M |
| Cobblestone Capital Advisors LLC | 0.20% | Reduce -0.2% | 30,912 | $4.2M |
| SageView Advisory Group, LLC | 0.14% | Add +0.4% | 30,398 | $4.1M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -0.1% | 30,017 | $4.1M |
| Modern Wealth Management, LLC | 0.08% | Reduce -0.0% | 29,990 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +6.9% | 29,907 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +0.8% | 29,578 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 29,115 | $3.9M |
| Long Run Wealth Advisors, LLC | 0.77% | Reduce -4.9% | 28,946 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | No change | 27,851 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.0% | 27,497 | $3.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.63% | No change | 27,064 | $3.7M |
| Relyea Zuckerberg Hanson LLC | 0.38% | Reduce -2.8% | 26,350 | $3.6M |
| OneDigital Investment Advisors LLC | 0.04% | Add +6.9% | 25,404 | $3.4M |
| CPC Advisors, LLC | 0.36% | Reduce -1.4% | 24,820 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.6% | 24,797 | $3.4M |
| Simmons Bank | 0.22% | Add +0.2% | 24,133 | $3.3M |
| VERITY Wealth Advisors | 2.02% | No change | 23,554 | $3.2M |
| &partners | 0.02% | Reduce -7.2% | 23,628 | $3.2M |
| Bailard, Inc. | 0.07% | Add +0.9% | 23,069 | $3.1M |
| Ledyard National Bank | 0.28% | Add +3.1% | 23,037 | $3.1M |
| Shepherd Financial Partners LLC | 0.28% | Reduce -2.5% | 21,797 | $3.0M |
| Focus Partners Wealth | 0.00% | Add +0.0% | 21,604 | $2.9M |
| CGN Advisors LLC | 0.24% | Reduce -0.0% | 21,215 | $2.9M |
| Allworth Financial LP | 0.01% | No change | 20,872 | $2.8M |
| Composition Wealth, LLC | 0.04% | Reduce -32.0% | 20,441 | $2.8M |
| HB Wealth Management, LLC | 0.02% | Reduce -10.2% | 20,084 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Add +0.9% | 19,881 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -45.4% | 19,740 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.05% | New | 19,302 | $2.6M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -3.1% | 19,229 | $2.6M |
| Sax Wealth Advisors, LLC | 0.14% | No change | 19,130 | $2.6M |
| Cwm, LLC | 0.01% | Reduce -4.0% | 19,033 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -1.3% | 18,616 | $2.5M |
"% 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.