iShares ESG Optimized MSCI USUSAETF
13F holders, Q4 2025 (December 31)535holders +36
36new positions
18sold out
$139.01avg. 13F price*
At the end of Q4 2025, 535 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, up 36 from Q3 2025. 36 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($225.2M), PNC Financial Services Group, Inc. ($152.7M) and Morgan Stanley ($141.0M).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 464288802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $19.5M |
| Exits | 18 | $14.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,219,983 shares bought and 517,115 shares sold, net +702,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 535 holders
| Bank of America Corp. | 0.02% | Add +12.1% | 1,616,069 | $225.2M |
| PNC Financial Services Group, Inc. | 0.08% | Add +3.0% | 1,095,774 | $152.7M |
| Morgan Stanley | 0.01% | Reduce -2.8% | 1,011,602 | $141.0M |
| Royal Bank of Canada | 0.02% | Add +17.2% | 633,422 | $88.3M |
| Raymond James Financial Inc. | 0.03% | Add +237.0% | 606,469 | $84.5M |
| Spinnaker Trust | 4.37% | Reduce -0.5% | 585,818 | $81.6M |
| M&T Bank Corp | 0.23% | Reduce -0.3% | 520,920 | $72.6M |
| IMA Advisory Services, Inc. | 6.89% | Reduce -0.6% | 514,454 | $71.7M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 501,158 | $69.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.9% | 484,077 | $67.5M |
| Acorns Advisers, LLC | 0.46% | Add +0.5% | 438,708 | $61.1M |
| Mission Wealth Management, LP | 1.17% | Reduce -1.8% | 411,005 | $57.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 408,695 | $56.9M |
| Wells Fargo & Company | 0.01% | Add +4.3% | 378,889 | $52.8M |
| UBS Group AG | 0.01% | Reduce -16.9% | 375,764 | $52.4M |
| LPL Financial LLC | 0.01% | Add +4.6% | 308,016 | $42.9M |
| Mercer Global Advisors Inc. | 0.07% | Add +2.6% | 305,852 | $42.6M |
| Shira Ridge Wealth Management | 16.21% | Add +1.7% | 289,514 | $40.3M |
| Betterment LLC | 0.08% | Reduce -2.9% | 287,687 | $40.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.7% | 236,382 | $32.9M |
| Baird Financial Group, Inc. | 0.04% | Add +1.6% | 184,773 | $25.7M |
| Mariner, LLC | 0.03% | Add +5.7% | 180,072 | $25.1M |
| HM Payson & Co. | 0.35% | Add +9.6% | 177,572 | $24.7M |
| Truist Financial Corp. | 0.02% | Reduce -20.8% | 133,587 | $18.6M |
| Fund Evaluation Group, LLC | 0.59% | Reduce -1.8% | 127,716 | $17.8M |
| Stewardship Advisors, LLC | 3.61% | Add +28.1% | 112,068 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -31.0% | 111,724 | $15.6M |
| World Investment Advisors | 0.23% | Reduce -1.1% | 100,874 | $14.1M |
| Farrow Financial, Inc. | 7.85% | Reduce -0.3% | 98,007 | $13.7M |
| Cetera Investment Advisers | 0.01% | Add +2.6% | 96,203 | $13.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.1% | 93,161 | $13.2M |
| Quent Capital, LLC | 0.92% | Reduce -1.6% | 91,685 | $12.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.5% | 83,737 | $11.7M |
| US Bancorp \de | 0.01% | Reduce -2.5% | 76,754 | $10.7M |
| Charter Oak Capital Management, LLC | 0.77% | Reduce -2.6% | 71,996 | $10.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.0% | 66,182 | $9.2M |
| eCIO, Inc. | 4.28% | Reduce -0.3% | 66,030 | $9.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 63,410 | $8.8M |
| NewEdge Advisors, LLC | 0.03% | Add +0.3% | 59,318 | $8.3M |
| Regions Financial Corp. | 0.05% | Reduce -2.7% | 57,611 | $8.0M |
| Keybank National Association | 0.03% | Add +1.0% | 54,325 | $7.6M |
| Bank of Montreal | 0.00% | Add +7.8% | 53,547 | $7.5M |
| Advisory Services Network, LLC | 0.10% | Add +5.9% | 52,297 | $7.3M |
| Corundum Group, Inc. | 2.39% | Reduce -18.9% | 51,082 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +6.8% | 50,732 | $7.1M |
| Accredited Investors Inc. | 0.38% | Reduce -10.5% | 50,696 | $7.1M |
| Creative Planning | 0.00% | Add +21.1% | 48,304 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 48,181 | $6.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.5% | 46,409 | $6.5M |
| Destination Wealth Management | 0.16% | Add +1.7% | 44,350 | $6.2M |
| MML Investors Services, LLC | 0.01% | Add +0.1% | 43,867 | $6.1M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.8% | 42,691 | $5.9M |
| Glenview Trust Co | 0.09% | No change | 42,500 | $5.9M |
| Aspiriant, LLC | 0.17% | Add +511.6% | 42,007 | $5.9M |
| Hilltop Wealth Advisors, LLC | 2.94% | Reduce -2.2% | 41,964 | $5.8M |
| Captrust Financial Advisors | 0.01% | Add +268.8% | 40,269 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +14.8% | 39,240 | $5.5M |
| Roof Eidam Maycock Peralta, LLC | 1.24% | Reduce -7.0% | 39,164 | $5.5M |
| Brown Advisory Inc. | 0.01% | Add +565.5% | 38,289 | $5.3M |
| Bear Mountain Capital, Inc. | 1.72% | Add +0.3% | 37,505 | $5.3M |
| Granite Investment Partners, LLC | 0.30% | New | 36,688 | $5.1M |
| Mgo One Seven LLC | 0.10% | Add +276.8% | 35,471 | $4.9M |
| Brookstone Capital Management | 0.06% | Add +6.1% | 35,108 | $4.9M |
| Olde Wealth Management, LLC | 1.49% | Reduce -0.3% | 34,679 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +17.1% | 34,641 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +11.2% | 33,269 | $4.6M |
| Aprio Wealth Management, LLC | 0.27% | Add +87.7% | 33,207 | $4.6M |
| Tompkins Financial Corp. | 0.36% | Reduce -3.3% | 32,954 | $4.6M |
| Garde Capital, Inc. | 0.27% | Add +1.9% | 32,252 | $4.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Add +3.5% | 32,162 | $4.5M |
| BigSur Wealth Management LLC | 1.08% | No change | 32,000 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Add +15.4% | 31,723 | $4.4M |
| Modern Wealth Management, LLC | 0.08% | Add +2.7% | 30,799 | $4.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | Add +12.6% | 30,483 | $4.2M |
| SageView Advisory Group, LLC | 0.14% | Reduce -1.6% | 29,897 | $4.2M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -0.7% | 29,801 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -12.0% | 29,558 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 29,144 | $4.1M |
| Long Run Wealth Advisors, LLC | 0.76% | Reduce -0.0% | 28,940 | $4.0M |
| NorthRock Partners, LLC | 0.06% | Add +47.5% | 26,848 | $3.7M |
| CPC Advisors, LLC | 0.35% | Add +1.0% | 25,063 | $3.5M |
| Focus Partners Wealth | 0.00% | Add +14.3% | 24,701 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.7% | 24,634 | $3.4M |
| Simmons Bank | 0.22% | Reduce -0.8% | 23,930 | $3.3M |
| Relyea Zuckerberg Hanson LLC | 0.34% | Reduce -9.4% | 23,860 | $3.3M |
| VERITY Wealth Advisors | 2.04% | No change | 23,554 | $3.3M |
| Bailard, Inc. | 0.07% | Add +1.6% | 23,439 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -9.3% | 23,055 | $3.2M |
| Financially in Tune, LLC | 3.00% | — | 23,034 | $3.2M |
| Ledyard National Bank | 0.27% | Reduce -1.8% | 22,631 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.1% | 22,516 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -21.5% | 21,860 | $3.0M |
| Shepherd Financial Partners LLC | 0.28% | Reduce -1.6% | 21,455 | $3.0M |
| CGN Advisors LLC | 0.23% | Reduce -0.3% | 21,142 | $2.9M |
| &partners | 0.02% | Reduce -10.7% | 21,095 | $2.9M |
| HB Wealth Management, LLC | 0.02% | Add +0.6% | 20,207 | $2.8M |
| Sax Wealth Advisors, LLC | 0.13% | Add +5.5% | 20,189 | $2.8M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +5.8% | 19,693 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +1.3% | 19,999 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.1% | 19,865 | $2.8M |
"% 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.