Security record · archived quarter
SUSA
iShares ESG Optimized MSCI USA ETF · Financial Services · Asset Management - Global
54Tracked holders
0Δ holders
9.07MShares held
$1.20BReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.46M | -9.6% | $193.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Pnc Financial Services Group, Inc. | 1.06M | -2.8% | $140.68M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 3 | Morgan Stanley ✦ | 999.24K | -1.2% | $132.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Royal Bank Of Canada | 687.96K | +8.6% | $90.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | Ameriprise Financial Inc | 488.67K | +0.9% | $64.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (passive) | 487.44K | -2.7% | $64.39M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 397.78K | +30.1% | $52.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 392.07K | +3.5% | $51.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | JPMorgan Chase ✦ | 394.20K | -3.5% | $50.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 10 | UBS Group AG | 350.38K | -6.8% | $46.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | LPL Financial LLC | 307.26K | -0.2% | $40.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 243.94K | +3.2% | $32.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 198.44K | -67.3% | $26.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Baird Financial Group, Inc. | 184.87K | +0.1% | $24.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 183.91K | +2.1% | $24.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Truist Financial Corp | 130.09K | -2.6% | $17.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Cetera Investment Advisers | 96.97K | +0.8% | $12.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 93.06K | -16.7% | $12.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 86.47K | +3.3% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 82.53K | +7.5% | $10.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Wealth Enhancement Advisory… | 76.31K | -18.1% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Creative Planning | 74.63K | +54.5% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northern Trust Corp | 63.41K | 0.0% | $8.38M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 63.13K | -4.6% | $8.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 54.26K | +1.3% | $7.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Osaic Holdings, Inc. | 46.18K | -9.0% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Captrust Financial Advisors | 44.41K | +10.3% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 39.04K | -0.5% | $5.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Jones Financial Companies Lllp | 37.92K | +14.0% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Mml Investors Services, Llc | 36.43K | -16.9% | $4.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 35.08K | +1.3% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 29.85K | +2.4% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Focus Partners Wealth | 20.63K | -16.5% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Blair William & Co/Il | 17.54K | -5.0% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 16.11K | +11.5% | $2.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 36 | Cwm, Llc | 14.69K | -15.2% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 14.14K | -56.2% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 8.98K | +211.6% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Lido Advisors, LLC | 8.74K | -4.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 5.92K | New | $781,768 | 0.0% | New | 1 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 4.39K | +158.2% | $579,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank Julius Baer & Co. Ltd, Zurich | 4.18K | -6.2% | $552,295 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Franklin Resources Inc | 4.17K | -63.6% | $550,461 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | CIBC Asset Management Inc | 4.01K | 0.0% | $529,721 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Empower Advisory Group, LLC | 2.48K | -47.9% | $327,608 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | First Manhattan Co. Llc. | 2.24K | 0.0% | $295,640 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Alliancebernstein L.P. | 1.90K | -0.8% | $264,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 1.87K | -91.7% | $247,027 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 1.80K | New | $238,176 | 0.0% | New | 1 | SEC ↗ |
| 50 | National Bank Of Canada /Fi/ | 1.02K | New | $135,402 | 0.0% | New | 1 | SEC ↗ |
| 51 | Assetmark, Inc | 635 | +5.3% | $83,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 356 | -38.2% | $47,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 11 | -67.7% | $1,453 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Allspring Global Investments… | 0 | n/a | $42 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $781,768 | 0.0% |
| AQR Capital Management | $238,176 | 0.0% |
| National Bank Of Canada /Fi/ | $135,402 | 0.0% |
Exited
| Brown Advisory Inc | $5.34M | was 0.0% |
| Neuberger Berman Group LLC | $291,510 | was 0.0% |
| Bank of New York Mellon Corp | $201,193 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 511 holders, 15.53M shares, $1.93B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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