证券记录 · 已归档季度
SUSA
iShares ESG Optimized MSCI USA ETF · Financial Services · Asset Management - Global
54被追踪持有人
-2Δ持有人
9.64M持有股份
$1.34B报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.6% ·
股份流向 -4.9% ·
净新建仓位 -3.7%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | +2 | 9.25M | $1.43B | +4 | −2 |
| Q1 2026 | 54 | 0 | 9.07M | $1.20B | +3 | −3 |
| Q4 2025 | 54 | -2 | 9.64M | $1.34B | — | −2 |
| Q3 2025 | 6 | -1 | 2.43M | $329.32M | +1 | −2 |
| Q2 2025 | 4 | 0 | 840.71K | $106.56M | — | — |
| Q1 2025 | 2 | 0 | 27.97K | $3.21M | — | — |
| Q4 2024 | 2 | 0 | 15.84K | $1.93M | — | — |
| Q3 2024 | 2 | 0 | 8.87K | $1.07M | — | — |
| Q2 2024 | 2 | — | 18.26K | $2.05M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.62M | — | $225.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.62M | — | $225.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.62M | — | $225.19M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.62M | — | $225.19M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 1.10M | — | $152.69M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 1.10M | — | $152.69M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 1.10M | — | $152.69M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 1.10M | — | $152.69M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 1.10M | — | $152.69M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 1.10M | — | $152.69M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 1.10M | — | $152.69M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 1.10M | — | $152.69M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.01M | -2.8% | $140.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.01M | -2.8% | $140.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.01M | -2.8% | $140.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.01M | -2.8% | $140.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 633.42K | — | $88.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 633.42K | — | $88.26M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 633.42K | — | $88.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 633.42K | — | $88.26M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 633.42K | — | $88.26M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 633.42K | — | $88.26M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 606.47K | — | $84.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 606.47K | — | $84.51M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 606.47K | — | $84.51M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (被动) | 501.16K | +0.2% | $69.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 501.16K | +0.2% | $69.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 501.16K | +0.2% | $69.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 501.16K | +0.2% | $69.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 484.08K | — | $67.48M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 484.08K | — | $67.48M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 408.69K | -50.3% | $56.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 408.69K | -50.3% | $56.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 408.69K | -50.3% | $56.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 408.69K | -50.3% | $56.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 408.69K | -50.3% | $56.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 408.69K | -50.3% | $56.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 408.69K | -50.3% | $56.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 408.69K | -50.3% | $56.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 378.89K | — | $52.80M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 378.89K | — | $52.80M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 378.89K | — | $52.80M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 378.89K | — | $52.80M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | UBS Group AG | 375.76K | — | $52.36M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | UBS Group AG | 375.76K | — | $52.36M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | UBS Group AG | 375.76K | — | $52.36M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | LPL Financial LLC | 308.02K | — | $42.92M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 305.85K | — | $42.62M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Envestnet Asset Management Inc | 236.38K | — | $32.94M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 184.77K | — | $25.75M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Baird Financial Group, Inc. | 184.77K | — | $25.75M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Mariner, LLC | 180.07K | — | $25.11M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mariner, LLC | 180.07K | — | $25.11M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mariner, LLC | 180.07K | — | $25.11M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Truist Financial Corp | 133.59K | — | $18.61M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Truist Financial Corp | 133.59K | — | $18.61M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Truist Financial Corp | 133.59K | — | $18.61M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Commonwealth Equity Services, Llc | 111.72K | — | $15.57M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Cetera Investment Advisers | 96.20K | — | $13.41M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Wealth Enhancement Advisory… | 93.16K | — | $13.20M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | HighTower Advisors, LLC | 83.74K | — | $11.67M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Us Bancorp \De\ | 76.75K | — | $10.70M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Us Bancorp \De\ | 76.75K | — | $10.70M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Us Bancorp \De\ | 76.75K | — | $10.70M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Northwestern Mutual Wealth… | 66.18K | — | $9.22M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Northern Trust Corp | 63.41K | — | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 53.55K | — | $7.46M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 53.55K | — | $7.46M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Osaic Holdings, Inc. | 50.73K | — | $7.07M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 50.73K | — | $7.07M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Osaic Holdings, Inc. | 50.73K | — | $7.07M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Creative Planning | 48.30K | — | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Mml Investors Services, Llc | 43.87K | — | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Captrust Financial Advisors | 40.27K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 39.24K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Rockefeller Capital Management L.P. | 39.24K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Brown Advisory Inc | 38.29K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Cerity Partners LLC | 34.64K | — | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Jones Financial Companies Lllp | 33.27K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Jones Financial Companies Lllp | 33.27K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Corient Private Wealth LP | 32.30K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Corient Private Wealth LP | 32.30K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Stifel Financial Corp | 29.14K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Stifel Financial Corp | 29.14K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Focus Partners Wealth | 24.70K | — | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Susquehanna International Group, Llp | 22.52K | — | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Blair William & Co/Il | 18.46K | — | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Cwm, Llc | 17.32K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Fidelity (FMR) ✦ | 14.45K | +15.2% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Fidelity (FMR) ✦ | 14.45K | +15.2% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Franklin Resources Inc | 11.44K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Franklin Resources Inc | 11.44K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Lido Advisors, LLC | 9.11K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Empower Advisory Group, LLC | 4.76K | — | $663,282 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Julius Baer & Co. Ltd, Zurich | 4.46K | — | $621,110 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | CIBC Asset Management Inc | 4.01K | — | $558,773 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Fifth Third Bancorp | 2.88K | — | $401,732 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | First Manhattan Co. Llc. | 2.24K | — | $311,854 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Neuberger Berman Group LLC | 2.09K | — | $291,510 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Alliancebernstein L.P. | 1.91K | — | $266,567 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Goldman Sachs Group | $6.83M | 曾为 0.0% |
| AQR Capital Management | $261,533 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 511 持有人, 15.53M 股份, $1.93B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据