有価証券レコード · アーカイブ済み四半期
SUSA
iShares ESG Optimized MSCI USA ETF · Financial Services · Asset Management - Global
54追跡対象保有者
-2Δ保有者数
9.64M保有株数
$1.34B報告済み評価額
+0新規ポジション
−2解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり -3.6% ·
株式フロー -4.9% ·
新規ネットポジション数 -3.7%
· 計算式
広範な分配：株数の減少と保有者数の縮小
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 80.22K | $12.68M | n/a | n/a |
| 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 | n/a | −2 |
| Q3 2025 | 6 | -1 | 2.43M | $329.32M | +1 | −2 |
| Q2 2025 | 4 | 0 | 840.71K | $106.56M | n/a | n/a |
| Q1 2025 | 2 | 0 | 27.97K | $3.21M | n/a | n/a |
| Q4 2024 | 2 | 0 | 15.84K | $1.93M | n/a | n/a |
| Q3 2024 | 2 | 0 | 8.87K | $1.07M | n/a | n/a |
| Q2 2024 | 2 | n/a | 18.26K | $2.05M | n/a | n/a |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.62M | n/a | $225.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Pnc Financial Services Group, Inc. | 1.10M | n/a | $152.69M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 3 | Morgan Stanley ✦ | 1.01M | -2.8% | $140.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Royal Bank Of Canada | 633.42K | n/a | $88.26M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 5 | Raymond James Financial Inc | 606.47K | n/a | $84.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | BlackRock ✦ (パッシブ) | 501.16K | +0.2% | $69.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Ameriprise Financial Inc | 484.08K | n/a | $67.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 408.69K | -50.3% | $56.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | Wells Fargo & Company/Mn | 378.89K | n/a | $52.80M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | UBS Group AG | 375.76K | n/a | $52.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | LPL Financial LLC | 308.02K | n/a | $42.92M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 305.85K | n/a | $42.62M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 236.38K | n/a | $32.94M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 184.77K | n/a | $25.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 180.07K | n/a | $25.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Truist Financial Corp | 133.59K | n/a | $18.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Commonwealth Equity Services, Llc | 111.72K | n/a | $15.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 96.20K | n/a | $13.41M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 93.16K | n/a | $13.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 83.74K | n/a | $11.67M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 76.75K | n/a | $10.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Northwestern Mutual Wealth… | 66.18K | n/a | $9.22M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northern Trust Corp | 63.41K | n/a | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 53.55K | n/a | $7.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Osaic Holdings, Inc. | 50.73K | n/a | $7.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Creative Planning | 48.30K | n/a | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 43.87K | n/a | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 40.27K | n/a | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 39.24K | n/a | $5.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Brown Advisory Inc | 38.29K | n/a | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 34.64K | n/a | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 33.27K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Corient Private Wealth LP | 32.30K | n/a | $4.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Stifel Financial Corp | 29.14K | n/a | $4.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Focus Partners Wealth | 24.70K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 22.52K | n/a | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 18.46K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 17.32K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 14.45K | +15.2% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Franklin Resources Inc | 11.44K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Lido Advisors, LLC | 9.11K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Empower Advisory Group, LLC | 4.76K | n/a | $663,282 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Julius Baer & Co. Ltd, Zurich | 4.46K | n/a | $621,110 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | CIBC Asset Management Inc | 4.01K | n/a | $558,773 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fifth Third Bancorp | 2.88K | n/a | $401,732 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | First Manhattan Co. Llc. | 2.24K | n/a | $311,854 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Neuberger Berman Group LLC | 2.09K | n/a | $291,510 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 1.91K | n/a | $266,567 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 1.70K | n/a | $236,747 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 1.44K | n/a | $201,193 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | Assetmark, Inc | 603 | n/a | $84,043 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 576 | n/a | $80,263 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 34 | n/a | $4,738 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Allspring Global Investments… | 0 | n/a | $45 | 0.0% | n/c | 1 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| Goldman Sachs Group | $6.83M | だった 0.0% |
| AQR Capital Management | $261,533 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 511 保有者, 15.53M 株式数, $1.93B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。