Registro do valor mobiliário · trimestre arquivado
SUSA
iShares ESG Optimized MSCI USA ETF · Financial Services · Asset Management - Global
54Detentores rastreados
-2Δ titulares
9.64MAções mantidas
$1.34BValor reportado
+0Novas posições
−2Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores -3.6% ·
fluxo de ações -4.9% ·
novas posições líquidas -3.7%
· fórmula
Distribuição ampla: ações em queda e menos detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 |
Quem detém · Q4 2025
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passivo) | 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 ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Nenhum novo comprador rastreado neste trimestre. |
Encerrado
| Goldman Sachs Group | $6.83M | era 0.0% |
| AQR Capital Management | $261,533 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 511 detentores, 15.53M ações, $1.93B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q4 2025 ·
Metodologia ·
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