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 |
| Blair William & Co. | 0.01% | Reduce -9.5% | 18,584 | $2.5M |
| Commerce Bank | 0.01% | No change | 18,280 | $2.5M |
| Asset Dedication, LLC | 0.17% | Reduce -16.9% | 18,260 | $2.5M |
| NorthRock Partners, LLC | 0.04% | Add +1.4% | 18,201 | $2.5M |
| Aprio Wealth Management, LLC | 0.24% | Add +0.6% | 17,691 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.56% | Add +2.1% | 17,579 | $2.4M |
| One Wealth Advisors, LLC | 0.29% | Reduce -0.2% | 17,057 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +24.7% | 16,141 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -0.2% | 16,132 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +11.9% | 15,826 | $2.1M |
| 3EDGE Asset Management, LP | 0.12% | Reduce -31.9% | 15,716 | $2.1M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.2% | 14,516 | $2.0M |
| Wescott Financial Advisory Group, LLC | 0.18% | Add +8.0% | 14,834 | $2.0M |
| Litman Gregory Wealth Management LLC | 0.15% | Reduce -0.1% | 14,731 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.1% | 14,722 | $2.0M |
| New Covenant Trust Company, N.A. | 1.82% | Reduce -11.3% | 14,435 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -9.7% | 14,393 | $2.0M |
| Tiaa Trust, National Association | 0.00% | Add +3.2% | 14,289 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.6% | 14,203 | $1.9M |
| GoalVest Advisory LLC | 0.41% | Add +22.4% | 14,123 | $1.9M |
| First Pacific Financial | 0.26% | Reduce -17.4% | 14,057 | $1.9M |
| Evergreen Capital Management LLC | 0.05% | Reduce -0.5% | 14,010 | $1.9M |
| Trust Co | 0.19% | Add +10.5% | 13,822 | $1.9M |
| Colorado Capital Management, Inc. | 0.72% | Reduce -3.3% | 13,030 | $1.9M |
| Evercore Wealth Management, LLC | 0.03% | No change | 13,512 | $1.8M |
| Fsa Wealth Partners, Inc. | 0.70% | Reduce -0.3% | 13,371 | $1.8M |
| Ellevest, Inc. | 0.26% | Reduce -1.7% | 13,347 | $1.8M |
| Gould Asset Management LLC | 0.33% | Reduce -1.8% | 13,073 | $1.8M |
| Milestone Investment Advisors LLC | 0.43% | Add +3.4% | 12,870 | $1.7M |
| Bigelow Investment Advisors, LLC | 0.69% | Add +1.1% | 12,630 | $1.7M |
| FMR LLC | 0.00% | Add +23.8% | 12,540 | $1.7M |
| Ryan Investment Management, Inc. | 0.94% | Reduce -0.3% | 12,503 | $1.7M |
| Winthrop Advisory Group LLC | 0.15% | Reduce -0.1% | 12,269 | $1.7M |
| Avantax Planning Partners, Inc. | 0.05% | No change | 12,240 | $1.7M |
| Addison Advisors LLC | 0.38% | No change | 12,212 | $1.7M |
| Resonant Capital Advisors, LLC | 0.10% | No change | 12,125 | $1.6M |
| Baker Avenue Asset Management, LP | 0.04% | Add +2.6% | 11,943 | $1.6M |
| Clearstead Advisors, LLC | 0.02% | No change | 11,914 | $1.6M |
| Aptus Capital Advisors, LLC | 0.01% | No change | 11,817 | $1.6M |
| Franklin Resources Inc. | 0.00% | No change | 11,483 | $1.6M |
| Bond & Devick Financial Network, Inc. | 0.47% | Reduce -2.3% | 11,466 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -1.9% | 10,920 | $1.5M |
| VestGen Advisors, LLC | 0.05% | Add +0.2% | 10,566 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.4% | 10,523 | $1.4M |
| Bluestem Financial Advisors, LLC | 0.56% | No change | 10,507 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | No change | 10,431 | $1.4M |
| SOA Wealth Advisors, LLC. | 0.22% | Reduce -0.2% | 10,079 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +12.5% | 10,009 | $1.4M |
| Choreo, LLC | 0.02% | No change | 9,971 | $1.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.3% | 9,876 | $1.3M |
| Members Trust Co | 0.04% | No change | 9,742 | $1.3M |
| Portland Global Advisors LLC | 0.15% | No change | 9,680 | $1.3M |
| Pilgrim Partners Asia Pte Ltd | 0.58% | — | 9,620 | $1.3M |
| Marino, Stram & Associates LLC | 0.23% | Add +0.2% | 9,448 | $1.3M |
| Hershey Financial Advisers, LLC | 1.10% | New | 9,425 | $1.3M |
| Mgo One Seven LLC | 0.03% | Add +4.1% | 9,415 | $1.3M |
| Berman McAleer LLC | 0.18% | — | 9,247 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -5.5% | 9,171 | $1.2M |
| Red Crane Wealth Management, LLC | 1.04% | Add +0.2% | 9,080 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | No change | 8,875 | $1.2M |
| Greenup Street Wealth Management LLC | 0.18% | Add +12.5% | 8,747 | $1.2M |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -17.9% | 8,735 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -24.6% | 8,699 | $1.2M |
| TFC Financial Management, Inc. | 0.15% | No change | 8,690 | $1.2M |
| Round Rock Advisors LLC | 0.19% | No change | 8,616 | $1.2M |
| Haverford Trust Co | 0.01% | Reduce -1.2% | 8,380 | $1.1M |
| Prentiss Smith & Co. Inc. | 0.64% | Add +0.4% | 8,378 | $1.1M |
| Destiny Capital Corp | 0.62% | Reduce -0.0% | 8,350 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -3.0% | 8,257 | $1.1M |
| Abacus Planning Group, Inc. | 0.15% | Reduce -4.5% | 8,239 | $1.1M |
| Obsidian Cio, LLC | 0.15% | Reduce -1.3% | 8,161 | $1.1M |
| Coastline Trust Co | 0.12% | Reduce -5.7% | 7,989 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.2% | 7,875 | $1.1M |
| Moment Partners, LLC | 0.19% | Reduce -1.1% | 7,865 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.09% | No change | 7,679 | $1.0M |
| Nepc LLC | 0.03% | No change | 7,646 | $1.0M |
| Finley Financial, LLC | 0.48% | No change | 7,610 | $1.0M |
| Curbstone Financial Management Corp | 0.20% | Add +84.3% | 7,586 | $1.0M |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -0.8% | 7,527 | $1.0M |
| Freestone Capital Holdings, LLC | 0.03% | No change | 7,479 | $1.0M |
| Smart Portfolios, LLC | 0.95% | Reduce -1.9% | 7,293 | $989K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.7% | 7,277 | $987K |
| Legacy Edge Advisors, LLC | 0.12% | Add +8.5% | 7,253 | $984K |
| Citrine Capital LLC | 0.46% | No change | 7,250 | $983K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -7.2% | 7,198 | $976K |
| Midwest Trust Co | 0.01% | Add +0.5% | 7,178 | $974K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -5.7% | 7,176 | $973K |
| McClarren Financial Advisors, Inc. | 0.59% | Reduce -36.8% | 4,510 | $969K |
| Flputnam Investment Management Co. | 0.01% | Reduce -16.2% | 7,107 | $964K |
| SK Wealth Management, LLC | 0.36% | Add +0.2% | 7,031 | $959K |
| Carret Asset Management, LLC | 0.09% | Add +0.2% | 7,034 | $954K |
| HRT Financial LP | 0.00% | Add +246.4% | 7,014 | $951K |
| Aspiriant, LLC | 0.03% | No change | 6,868 | $932K |
| JNBA Financial Advisors | 0.08% | Add +3.0% | 6,708 | $910K |
| WealthShield Partners, LLC | 0.10% | Reduce -5.4% | 6,645 | $901K |
| Westside Investment Management, Inc. | 0.14% | Reduce -4.3% | 6,536 | $887K |
| Elevation Point Wealth Partners, LLC | 0.06% | New | 6,434 | $873K |
| Coldstream Capital Management Inc. | 0.01% | No change | 6,296 | $854K |
| Comerica Bank | 0.00% | Add +2.7% | 6,283 | $852K |
| Nautilus Advisors LLC | 0.57% | No change | 6,200 | $841K |
| Hengehold Capital Management LLC | 0.07% | No change | 6,045 | $820K |
| McGinn Penninger Investment Management, Inc. | 0.48% | Reduce -25.8% | 6,008 | $815K |
| Capital Investment Counsel, LLC | 0.12% | No change | 6,000 | $814K |
| Bank of New Hampshire | 0.19% | No change | 5,990 | $813K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.1% | 5,982 | $812K |
| Rollins Financial Advisors, LLC | 0.12% | No change | 5,968 | $810K |
| Hills Bank & Trust Co | 0.05% | No change | 5,939 | $806K |
| Well Done, LLC | 0.14% | Reduce -0.0% | 5,905 | $801K |
| Waverly Advisors, LLC | 0.01% | Reduce -5.3% | 5,876 | $797K |
| Brown Advisory Inc. | 0.00% | Add +15.1% | 5,753 | $780K |
| Glenmede Investment Management, LP | 0.00% | No change | 5,524 | $749K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,473 | $742K |
| Parsons Capital Management Inc. | 0.04% | Reduce -0.6% | 5,448 | $739K |
| Morris Financial Concepts, Inc. | 0.27% | Reduce -2.0% | 5,446 | $739K |
| Global View Capital Management LLC | 0.16% | Add +185.4% | 5,429 | $736K |
| Agf Management Ltd. | 0.00% | Add +10.2% | 5,400 | $733K |
| Walkner Condon Financial Advisors LLC | 0.12% | Add +0.0% | 5,398 | $732K |
| Crux Wealth Advisors | 0.29% | Reduce -13.7% | 5,334 | $724K |
| LRI Investments, LLC | 0.06% | Reduce -2.1% | 5,317 | $721K |
| One Capital Management, LLC | 0.02% | Reduce -2.9% | 5,297 | $719K |
| Mechanics Bank Trust Department | 0.10% | Add +11.4% | 5,255 | $713K |
| McAdam, LLC | 0.04% | Reduce -2.4% | 5,246 | $712K |
| TriaGen Wealth Management LLC | 0.18% | No change | 5,169 | $701K |
| Kraft, Davis & Associates, LLC | 0.17% | No change | 5,097 | $699K |
| Silverlake Wealth Management LLC | 0.17% | Add +5.2% | 5,150 | $699K |
| SCS Capital Management LLC | 0.01% | Add +0.0% | 5,081 | $689K |
| Brighton Jones LLC | 0.02% | Add +0.0% | 5,076 | $689K |
| Merit Financial Group, LLC | 0.01% | No change | 5,056 | $686K |
| Riverbend Wealth Management, LLC | 0.47% | No change | 5,000 | $678K |
| Mather Group, Llc. | 0.01% | Reduce -0.4% | 4,989 | $677K |
| TruNorth Capital Management, LLC | 0.13% | No change | 4,935 | $669K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 4,878 | $662K |
| ProVise Management Group, LLC | 0.05% | Reduce -0.5% | 4,875 | $661K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.0% | 4,816 | $653K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.6% | 4,805 | $652K |
| Peak Financial Management, Inc. | 0.17% | Add +4.8% | 4,795 | $650K |
| MAI Capital Management | 0.00% | Reduce -0.9% | 4,744 | $644K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.5% | 4,718 | $640K |
| Global Retirement Partners, LLC | 0.01% | Add +1.3% | 4,693 | $637K |
| Brio Consultants, LLC | 0.09% | Reduce -3.4% | 4,674 | $634K |
| West Financial Advisors, LLC | 0.10% | Reduce -10.7% | 4,654 | $631K |
| Savvy Advisors, Inc. | 0.03% | New | 4,591 | $623K |
| WealthBridge Capital Management, LLC | 0.14% | Reduce -3.5% | 4,553 | $618K |
| Richmond Investment Services, LLC | 0.11% | Reduce -3.0% | 4,522 | $613K |
| CWS Financial Advisors, LLC | 0.17% | Add +1.0% | 4,454 | $604K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 4,379 | $594K |
| Meridian Financial Advisors, LLC | 0.33% | Reduce -8.9% | 4,300 | $583K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -2.3% | 4,284 | $581K |
| Pacific Center for Financial Services | 0.15% | Add +0.1% | 4,257 | $578K |
| Sharper & Granite LLC | 0.21% | Reduce -33.2% | 4,247 | $576K |
| Integrated Investment Consultants, LLC | 0.10% | Reduce -56.0% | 4,210 | $571K |
| Opulen Financial Group LLC | 0.43% | Add +3.2% | 4,186 | $568K |
| Kesler, Norman & Wride, LLC | 0.11% | No change | 4,662 | $567K |
| Trust Co. of Vermont | 0.02% | Reduce -0.4% | 4,156 | $564K |
| Ritholtz Wealth Management | 0.01% | Reduce -10.4% | 4,138 | $561K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -19.1% | 4,122 | $559K |
| CIBC Asset Management Inc | 0.00% | No change | 4,010 | $544K |
| Progressive Investment Management Corp | 0.13% | No change | 4,000 | $543K |
| Bradley & Co. Private Wealth Management, LLC | 0.30% | No change | 3,984 | $540K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -0.5% | 3,949 | $536K |
| Zevin Asset Management LLC | 0.08% | No change | 3,937 | $534K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +91.3% | 3,890 | $528K |
| Ulland Investment Advisors, LLC | 0.40% | No change | 3,880 | $526K |
| North Star Investment Management Corp. | 0.03% | No change | 3,869 | $525K |
| Western Wealth Management, LLC | 0.03% | Add +0.1% | 3,831 | $520K |
| Peregrine Asset Advisers, Inc. | 0.15% | No change | 3,787 | $514K |
| Warner Financial, Inc. | 0.19% | Add +0.1% | 3,705 | $503K |
| Harbor Group, Inc. | 0.08% | Add +1.8% | 3,689 | $500K |
| WoodTrust Financial Corp | 0.06% | New | 3,689 | $500K |
| Weaver Consulting Group | 0.13% | No change | 3,682 | $499K |
| Common Fund for Nonprofit Organizations | 0.04% | Add +7.3% | 3,669 | $498K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,648 | $495K |
| Birchbrook, Inc. | 0.25% | Reduce -9.6% | 3,609 | $490K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,600 | $488K |
| Diversified Enterprises, LLC | 0.03% | Reduce -13.5% | 3,545 | $481K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -5.3% | 3,529 | $479K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Reduce -0.8% | 3,513 | $477K |
| Allodium Investment Consultants, LLC | 0.27% | Reduce -11.3% | 3,493 | $474K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +2.0% | 3,455 | $469K |
| Arkos Global Advisors | 0.06% | Reduce -2.9% | 3,439 | $467K |
| Highview Capital Management LLC | 0.17% | No change | 3,413 | $463K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -2.6% | 3,404 | $462K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.2% | 3,389 | $460K |
| Sound Stewardship, LLC | 0.22% | Add +0.0% | 3,384 | $459K |
| Fiduciary Trust Co | 0.01% | No change | 3,377 | $458K |
| Savant Capital, LLC | 0.00% | Reduce -10.1% | 3,358 | $455K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 3,355 | $455K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,345 | $454K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -0.4% | 3,270 | $444K |
| Corepath Wealth Partners LLC | 0.32% | New | 3,220 | $441K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 3,226 | $438K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.0% | 3,192 | $433K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.0% | 3,163 | $429K |
| Pine Haven Investment Counsel, Inc | 0.31% | Reduce -4.1% | 3,144 | $426K |
| Connecticut Wealth Management, LLC | 0.02% | Add +0.2% | 3,087 | $419K |
| Investment Research Partners LLC | 0.19% | — | 2,997 | $418K |
| BridgePort Financial Solutions, LLC | 0.11% | Add +4.2% | 3,065 | $416K |
| LVZ, Inc. | 0.05% | Reduce -0.1% | 3,049 | $414K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -33.6% | 3,044 | $413K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 3,038 | $412K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 3,000 | $407K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,998 | $407K |
| First Foundation Advisors | 0.01% | Reduce -72.4% | 2,904 | $394K |
| McNamara Financial Services, Inc. | 0.07% | No change | 2,888 | $392K |
| Fusion Family Wealth, LLC | 0.03% | No change | 2,884 | $391K |
| Fifth Third Bancorp | 0.00% | Reduce -4.3% | 2,883 | $391K |
| Arrowroot Family Office, LLC | 0.16% | No change | 2,879 | $391K |
| Sigma Planning Corp | 0.01% | Reduce -44.3% | 2,823 | $383K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.6% | 2,811 | $381K |
| Pinnacle Financial Partners Inc | 0.01% | Add +46.7% | 2,787 | $378K |
| Associated Banc-Corp | 0.01% | Add +6.0% | 2,786 | $378K |
| WJ Wealth Management, LLC | 0.17% | Reduce -50.0% | 2,700 | $377K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 2,760 | $374K |
| Wealth Architects, LLC | 0.04% | No change | 2,734 | $371K |
| Klingman & Associates, LLC | 0.02% | No change | 2,694 | $365K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -1.4% | 2,686 | $364K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -0.1% | 2,674 | $363K |
| Dunhill Financial, LLC | 0.12% | Reduce -14.7% | 2,653 | $360K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.7% | 2,651 | $360K |
| Aufman Associates Inc | 0.20% | Reduce -1.0% | 2,589 | $351K |
| SWP Financial LLC | 0.18% | Reduce -1.0% | 2,583 | $350K |
| High Probability Advisors, LLC | 0.05% | Reduce -0.5% | 2,568 | $348K |
| HCR Wealth Advisors | 0.04% | Add +0.9% | 2,550 | $348K |
| Empower Advisory Group, LLC | 0.00% | Reduce -13.8% | 2,528 | $343K |
| Guerra Pan Advisors, LLC | 0.21% | No change | 2,525 | $343K |
| Earned Wealth Advisors, LLC | 0.06% | No change | 2,525 | $343K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -7.3% | 2,520 | $342K |
| Arkadios Wealth Advisors | 0.01% | Add +0.3% | 2,512 | $341K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 2,507 | $340K |
| LGL Partners, LLC | 0.14% | Add +0.2% | 2,498 | $339K |
| Catherine Avery Investment Management LLC | 0.22% | No change | 2,493 | $338K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,451 | $332K |
| Balanced Rock Investment Advisors LLC | 0.24% | Reduce -4.1% | 2,424 | $329K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -39.1% | 2,396 | $325K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,540 | $322K |
| Flagship Private Wealth, LLC | 0.13% | Add +0.3% | 2,360 | $320K |
| Bar Harbor Wealth Management | 0.02% | Reduce -2.5% | 2,342 | $318K |
| Grove Bank & Trust | 0.04% | No change | 2,328 | $316K |
| Diversified Trust Co. | 0.01% | No change | 2,323 | $315K |
| Focus Financial Network, Inc. | 0.01% | Reduce -3.0% | 2,311 | $313K |
| White Lighthouse Investment Management Inc. | 0.05% | Add +0.3% | 2,304 | $312K |
| OLIO Financial Planning | 0.09% | No change | 2,293 | $311K |
| Signaturefd, LLC | 0.00% | No change | 2,278 | $309K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,181 | $305K |
| Princeton Global Asset Management LLC | 0.05% | Add +34.9% | 2,242 | $304K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,238 | $304K |
| Wealthgarden F.S. LLC | 0.21% | Reduce -0.1% | 2,193 | $300K |
| AllSquare Wealth Management LLC | 0.16% | No change | 2,210 | $300K |
| Forza Wealth Management, LLC | 0.11% | Add +10.0% | 2,192 | $297K |
| Consilio Wealth Advisors, LLC | 0.10% | Add +0.3% | 2,185 | $296K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,150 | $292K |
| Axis Wealth Partners, LLC | 0.17% | Reduce -2.5% | 2,117 | $287K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.4% | 2,101 | $285K |
| Magnus Financial Group LLC | 0.02% | Add +0.2% | 2,079 | $282K |
| Frederick Financial Consultants, LLC | 0.16% | No change | 2,074 | $281K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -14.0% | 2,077 | $281K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 2,056 | $279K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 2,046 | $278K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.3% | 2,040 | $277K |
| IAG Wealth Partners, LLC | 0.03% | Reduce -1.2% | 2,035 | $276K |
| Affinity Wealth Management LLC | 0.04% | Reduce -40.5% | 2,026 | $275K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -4.8% | 2,024 | $275K |
| Mason & Associates Inc | 0.06% | No change | 2,020 | $274K |
| Private Wealth Management Group, LLC | 0.08% | Reduce -4.5% | 2,017 | $274K |
| Traveka Wealth, LLC | 0.12% | No change | 2,000 | $271K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,986 | $269K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,942 | $263K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -80.0% | 1,931 | $262K |
| AQR Capital Management | 0.00% | New | 1,928 | $262K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 1,916 | $260K |
| Cambria Investment Management, L.P. | 0.02% | New | 1,904 | $258K |
| Empowered Funds, LLC | 0.00% | New | 1,904 | $258K |
| Mill Capital Management, LLC | 0.02% | No change | 1,900 | $258K |
| ETF Portfolio Partners, Inc. | 0.07% | Add +3.6% | 1,886 | $256K |
| Retirement Income Solutions, Inc. | 0.04% | Add +17.0% | 1,880 | $255K |
| Creekside Partners | 0.11% | Add +0.1% | 1,871 | $254K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -11.0% | 1,859 | $252K |
| Financial Insights, Inc. | 0.08% | No change | 1,840 | $250K |
| Refined Wealth Management | 0.16% | No change | 1,833 | $249K |
| Harfst & Associates, Inc. | 0.05% | Reduce -4.2% | 1,811 | $246K |
| Rehmann Capital Advisory Group | 0.01% | New | 1,791 | $243K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.3% | 1,784 | $242K |
| Wood Tarver Financial Group, LLC | 0.07% | Reduce -10.4% | 1,787 | $242K |
| Eagle Strategies LLC | 0.03% | Reduce -2.2% | 1,777 | $241K |
| DAVENPORT & Co LLC | 0.00% | New | 1,774 | $241K |
| Boothe Investment Group, Inc. | 0.09% | Reduce -2.2% | 1,767 | $240K |
| Kennebec Savings Bank | 0.22% | Add +3.8% | 1,761 | $239K |
| Money Concepts Capital Corp. | 0.01% | Reduce -0.2% | 1,756 | $238K |
| Pointe Capital Management LLC | 0.12% | No change | 1,752 | $238K |
| Summit Financial, LLC | 0.00% | Add +6.6% | 1,740 | $236K |
| Advisor OS, LLC | 0.02% | Add +0.2% | 1,714 | $233K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 1,705 | $231K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Reduce -4.2% | 1,705 | $231K |
| Zhang Financial LLC | 0.01% | No change | 1,697 | $230K |
| Parkshore Wealth Management, Inc. | 0.09% | No change | 1,697 | $230K |
| Argyle Capital Partners, LLC | 0.17% | No change | 1,696 | $230K |
| Family Manage LLC | 0.03% | No change | 1,686 | $229K |
| MJP Associates Inc. | 0.03% | Add +0.2% | 1,685 | $229K |
| Stanich Group LLC | 0.14% | Add +0.2% | 1,685 | $229K |
| LexAurum Advisors, LLC | 0.03% | Add +0.1% | 1,679 | $228K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.1% | 1,665 | $226K |
| Hoxton Planning & Management, LLC | 0.07% | No change | 1,612 | $219K |
| Boston Family Office LLC | 0.01% | No change | 1,600 | $217K |
| AlTi Global, Inc. | 0.01% | New | 1,588 | $215K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 1,572 | $213K |
| Goldstein Advisors, LLC | 0.03% | New | 1,570 | $213K |
| Harbour Trust & Investment Management Co | 0.02% | New | 1,564 | $212K |
| Harbor Asset Planning, Inc. | 0.19% | Reduce -16.5% | 1,553 | $211K |
| Montis Financial, LLC | 0.05% | New | 1,551 | $210K |
| Panoramic Investment Advisors, LLC | 0.12% | Reduce -27.0% | 1,516 | $206K |
| SBI Securities Co., Ltd. | 0.01% | Add +39.5% | 1,514 | $205K |
| Portland Financial Advisors Inc | 0.44% | New | 1,510 | $205K |
| Sulzberger Capital Advisors, Inc. | 0.23% | New | 1,500 | $203K |
| Bath Savings Trust Co | 0.02% | New | 1,500 | $203K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.1% | 1,499 | $203K |
| GLOBALT Investments LLC / GA | 0.01% | New | 1,492 | $202K |
| Bell Investment Advisors, Inc | 0.03% | Reduce -18.3% | 1,460 | $198K |
| Financial Connections Group, Inc. | 0.07% | No change | 1,350 | $183K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 1,343 | $182K |
| Longview Financial Advisors LLC | 0.10% | Reduce -3.3% | 1,339 | $182K |
| Spire Wealth Management | 0.01% | No change | 1,305 | $177K |
| Glen Eagle Advisors, LLC | 0.02% | Add +2.5% | 1,172 | $159K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,136 | $154K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -11.7% | 1,120 | $152K |
| Flagship Wealth Advisors, LLC | 0.05% | Add +26.3% | 1,100 | $149K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 975 | $132K |
| Howe & Rusling Inc. | 0.01% | No change | 850 | $115K |
| Hollencrest Capital Management | 0.00% | No change | 843 | $114K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -3.7% | 839 | $114K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 832 | $113K |
| Caldwell Trust Co | 0.01% | No change | 800 | $109K |
| Crewe Advisors LLC | 0.01% | No change | 744 | $101K |
| Millstone Evans Group, LLC | 0.06% | No change | 731 | $99K |
| Adirondack Trust Co. | 0.03% | No change | 729 | $99K |
| Investors Research Corp | 0.02% | Add +11.3% | 718 | $97K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 686 | $93K |
| Qube Research & Technologies Ltd | 0.00% | Add +89.5% | 652 | $88K |
| Colonial Trust Advisors | 0.01% | No change | 650 | $88K |
| Cranbrook Wealth Management, LLC | 0.02% | Reduce -24.1% | 647 | $88K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 632 | $86K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.3% | 619 | $84K |
| AE Wealth Management LLC | 0.00% | Reduce -7.1% | 618 | $84K |
| NBT Bank, N.A. | 0.01% | Reduce -71.2% | 600 | $81K |
| Valley National Advisers Inc. | 0.01% | No change | 564 | $76K |
| Assetmark, Inc. | 0.00% | Add +2.8% | 559 | $76K |
| Rossmore Private Capital | 0.01% | New | 509 | $69K |
| Westend Capital Management, LLC | 0.02% | No change | 503 | $68K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 495 | $67K |
| Parallel Advisors, LLC | 0.00% | No change | 494 | $67K |
| CoreCap Advisors, LLC | 0.00% | No change | 478 | $65K |
| Smartleaf Asset Management LLC | 0.00% | No change | 466 | $63K |
| Private Trust Co. NA | 0.01% | No change | 457 | $62K |
| St Germain D J Co. Inc. | 0.00% | No change | 431 | $58K |
| Front Row Advisors LLC | 0.02% | No change | 423 | $57K |
| Lanark Financial, Inc. | 0.00% | No change | 410 | $56K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 400 | $54K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 390 | $53K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 350 | $47K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -10.1% | 347 | $47K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 335 | $45K |
| Coston, McIsaac & Partners | 0.01% | Add +0.3% | 334 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 317 | $43K |
| Root Financial Partners, LLC | 0.00% | New | 300 | $41K |
| Washington Trust Advisors, Inc. | 0.00% | New | 250 | $34K |
| Integrity Financial Corp | 0.02% | Add +0.4% | 239 | $32K |
| CX Institutional | 0.00% | Add +0.4% | 233 | $32K |
| Collier Financial | 0.02% | — | 196 | $27K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 190 | $26K |
| Financial Life Planners | 0.02% | New | 185 | $25K |
| Larson Financial Group LLC | 0.00% | Reduce -47.3% | 182 | $25K |
| Heritage Wealth Advisors | 0.00% | No change | 165 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 165 | $22K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $20K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $20K |
| Financial Perspectives, Inc | 0.01% | No change | 144 | $20K |
| Hughes Financial Services, LLC | 0.00% | No change | 129 | $18K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -14.9% | 131 | $18K |
| American Capital Advisory, LLC | 0.01% | No change | 122 | $17K |
| Founders Financial Alliance, LLC | 0.00% | No change | 120 | $16K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 114 | $15K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 104 | $14K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 96 | $13K |
| Rossby Financial, LCC | 0.00% | No change | 84 | $11K |
| Grand Wealth Management, LLC | 0.00% | No change | 74 | $10K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -95.7% | 73 | $10K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.00% | New | 60 | $8K |
| Red Lighthouse Investment Management, LLC | 0.00% | No change | 52 | $7K |
| Cloud Capital Management, LLC | 0.00% | New | 52 | $7K |
| Russell Investments Group, Ltd. | 0.00% | No change | 41 | $6K |
| Clarity Asset Management, Inc. | 0.00% | No change | 38 | $5K |
| PayPay Securities Corp | 0.16% | Reduce -11.1% | 32 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 25 | $3K |
| Principal Securities, Inc. | 0.00% | New | 22 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -43.3% | 17 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -31.8% | 15 | $2K |
| Abound Wealth Management | 0.00% | No change | 13 | $2K |
| Biltmore Family Office, LLC | 0.00% | No change | 10 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $271 |
"% 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.