iShares ESG Optimized MSCI USUSAETF
13F holders, Q1 2026 (March 31)519holders −16
19new positions
34sold out
1famous investor
$132.11avg. 13F price*
At the end of Q1 2026, 519 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, down 16 from Q4 2025. 19 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($193.0M), PNC Financial Services Group, Inc. ($140.7M) and Morgan Stanley ($132.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $4.2M |
| Exits | 34 | $25.7M |
All 13F filers, Q4 2025 → Q1 2026: 416,838 shares bought and 1,206,373 shares sold, net −789,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 519 holders
| Bank of America Corp. | 0.01% | Reduce -9.6% | 1,461,098 | $193.0M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -2.8% | 1,064,924 | $140.7M |
| Morgan Stanley | 0.01% | Reduce -1.2% | 999,244 | $132.0M |
| Royal Bank of Canada | 0.02% | Add +8.6% | 687,964 | $90.9M |
| M&T Bank Corp | 0.25% | Add +10.4% | 575,282 | $76.0M |
| Spinnaker Trust | 4.19% | Reduce -2.3% | 572,548 | $75.6M |
| IMA Advisory Services, Inc. | 6.74% | Add +1.6% | 522,494 | $69.0M |
| Ameriprise Financial Inc. | 0.01% | Add +0.9% | 488,667 | $64.5M |
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 487,435 | $64.4M |
| Acorns Advisers, LLC | 0.44% | Add +2.8% | 451,156 | $59.6M |
| Mission Wealth Management, LP | 1.14% | Add +0.3% | 412,271 | $54.5M |
| Mercer Global Advisors Inc. | 0.08% | Add +30.1% | 397,779 | $52.5M |
| Wells Fargo & Company | 0.01% | Add +3.5% | 392,073 | $51.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 394,202 | $50.7M |
| UBS Group AG | 0.01% | Reduce -6.8% | 350,383 | $46.3M |
| LPL Financial LLC | 0.01% | Reduce -0.2% | 307,264 | $40.6M |
| Shira Ridge Wealth Management | 15.21% | Add +0.5% | 290,974 | $38.4M |
| Betterment LLC | 0.07% | Reduce -2.8% | 279,709 | $37.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.2% | 243,942 | $32.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -67.3% | 198,443 | $26.2M |
| Baird Financial Group, Inc. | 0.04% | Add +0.1% | 184,874 | $24.4M |
| Mariner, LLC | 0.03% | Add +2.1% | 183,905 | $24.3M |
| HM Payson & Co. | 0.31% | Reduce -7.3% | 164,695 | $21.8M |
| Truist Financial Corp. | 0.02% | Reduce -2.6% | 130,090 | $17.2M |
| Stewardship Advisors, LLC | 3.58% | Add +5.1% | 117,795 | $15.6M |
| Farrow Financial, Inc. | 7.32% | Reduce -0.5% | 97,527 | $12.9M |
| Cetera Investment Advisers | 0.01% | Add +0.8% | 96,974 | $12.8M |
| World Investment Advisors | 0.20% | Reduce -6.0% | 94,823 | $12.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -16.7% | 93,064 | $12.3M |
| Quent Capital, LLC | 0.86% | Add +0.3% | 91,969 | $12.1M |
| HighTower Advisors, LLC | 0.01% | Add +3.3% | 86,469 | $11.4M |
| US Bancorp \de | 0.01% | Add +7.5% | 82,528 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -18.1% | 76,312 | $10.2M |
| Charter Oak Capital Management, LLC | 0.78% | Add +6.1% | 76,374 | $10.1M |
| Creative Planning | 0.01% | Add +54.5% | 74,628 | $9.9M |
| Fund Evaluation Group, LLC | 0.28% | Reduce -45.2% | 69,939 | $9.2M |
| eCIO, Inc. | 3.83% | Reduce 0.0% | 66,029 | $8.7M |
| Northern Trust Corp. | 0.00% | No change | 63,410 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.6% | 63,131 | $8.3M |
| Regions Financial Corp. | 0.05% | Reduce -0.6% | 57,289 | $7.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.3% | 55,559 | $7.3M |
| Bank of Montreal | 0.00% | Add +1.3% | 54,260 | $7.2M |
| Keybank National Association | 0.03% | Reduce -1.7% | 53,404 | $7.1M |
| Accredited Investors Inc. | 0.38% | Add +4.5% | 52,961 | $7.0M |
| Advisory Services Network, LLC | 0.09% | Reduce -3.4% | 50,520 | $6.7M |
| Corundum Group, Inc. | 2.21% | Reduce -1.8% | 50,149 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.5% | 48,516 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.0% | 46,178 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.9% | 45,819 | $6.1M |
| Destination Wealth Management | 0.15% | Add +1.5% | 45,006 | $5.9M |
| Captrust Financial Advisors | 0.01% | Add +10.3% | 44,408 | $5.9M |
| Glenview Trust Co | 0.09% | No change | 42,500 | $5.6M |
| Aspiriant, LLC | 0.16% | No change | 42,007 | $5.5M |
| Bear Mountain Capital, Inc. | 1.66% | Add +2.5% | 38,454 | $5.5M |
| Hilltop Wealth Advisors, LLC | 3.30% | Reduce -0.7% | 41,692 | $5.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -6.5% | 39,936 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.5% | 39,041 | $5.2M |
| Roof Eidam Maycock Peralta, LLC | 1.16% | Reduce -2.6% | 38,147 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +14.0% | 37,922 | $4.9M |
| Brookstone Capital Management | 0.06% | Add +4.1% | 36,554 | $4.8M |
| MML Investors Services, LLC | 0.01% | Reduce -16.9% | 36,430 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +1.3% | 35,077 | $4.6M |
| Olde Wealth Management, LLC | 1.45% | Add +0.0% | 34,689 | $4.6M |
| Garde Capital, Inc. | 0.27% | Add +7.5% | 34,665 | $4.6M |
| Mgo One Seven LLC | 0.09% | Reduce -3.1% | 34,381 | $4.5M |
| BigSur Wealth Management LLC | 1.19% | No change | 32,000 | $4.2M |
| Pathstone Holdings, LLC | 0.02% | Add +0.1% | 31,749 | $4.2M |
| Tompkins Financial Corp. | 0.33% | Reduce -4.0% | 31,618 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +182.9% | 30,365 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 29,852 | $3.9M |
| Modern Wealth Management, LLC | 0.07% | Reduce -4.9% | 29,291 | $3.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.08% | Reduce -3.8% | 29,333 | $3.9M |
| SageView Advisory Group, LLC | 0.14% | Reduce -2.0% | 29,288 | $3.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Reduce -9.1% | 29,230 | $3.9M |
| Pure Financial Advisors, LLC | 0.05% | Reduce -5.2% | 28,247 | $3.7M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -4.7% | 28,164 | $3.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.4% | 27,437 | $3.6M |
| NorthRock Partners, LLC | 0.06% | Add +1.5% | 27,246 | $3.6M |
| CPC Advisors, LLC | 0.52% | Reduce -2.4% | 24,475 | $3.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +5.4% | 24,300 | $3.2M |
| Bailard, Inc. | 0.07% | Add +2.2% | 23,947 | $3.2M |
| Relyea Zuckerberg Hanson LLC | 0.32% | No change | 23,860 | $3.2M |
| Ledyard National Bank | 0.27% | Add +4.6% | 23,664 | $3.1M |
| VERITY Wealth Advisors | 2.08% | No change | 23,554 | $3.1M |
| Financially in Tune, LLC | 2.63% | Add +0.5% | 23,152 | $3.1M |
| Simmons Bank | 0.20% | Reduce -6.8% | 22,310 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.9% | 22,274 | $2.9M |
| &partners | 0.01% | Add +1.5% | 21,420 | $2.8M |
| Sax Wealth Advisors, LLC | 0.14% | No change | 20,189 | $2.8M |
| Focus Partners Wealth | 0.00% | Reduce -16.5% | 20,630 | $2.8M |
| CGN Advisors LLC | 0.22% | Reduce -0.1% | 21,128 | $2.8M |
| Shepherd Financial Partners LLC | 0.25% | Reduce -5.3% | 20,325 | $2.7M |
| Composition Wealth, LLC | 0.04% | Add +2.5% | 20,243 | $2.7M |
| HB Wealth Management, LLC | 0.02% | Add +0.1% | 20,226 | $2.7M |
| Crestwood Advisors Group, LLC | 0.04% | Add +3.5% | 19,910 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -0.5% | 19,599 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +0.1% | 19,880 | $2.6M |
| Allworth Financial LP | 0.01% | Add +0.1% | 19,730 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.1% | 19,172 | $2.5M |
| Fingerlakes Wealth Management, Inc. | 1.65% | Add +1.8% | 18,789 | $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.