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
广泛减持：持股数量下降，持有人数量减少
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 |
|---|---|---|---|---|---|---|
| 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 |
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 | 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 ✦ (被动) | 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 ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 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
持有该证券的受追踪机构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