Security record
SUSA
iShares ESG Optimized MSCI USA ETF · Financial Services · Asset Management - Global
55Tracked holders
+2Δ holders
9.25MShares held
$1.43BReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow +2.2% ·
net new positions +3.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.44M | -1.4% | $222.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 1.18M | +18.1% | $182.08M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Pnc Financial Services Group, Inc. | 1.06M | -0.7% | $163.22M | 0.1% | ▼ Trim | 3 | SEC ↗ ×8 |
| 4 | Royal Bank Of Canada | 669.17K | -2.7% | $103.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 5 | Mercer Global Advisors Inc /Adv | 505.70K | +27.1% | $78.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 482.29K | -1.1% | $74.42M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 479.72K | -1.8% | $74.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 390.88K | -0.3% | $60.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 9 | JPMorgan Chase ✦ | 381.26K | -3.3% | $58.38M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 10 | UBS Group AG | 336.35K | -4.0% | $51.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | LPL Financial LLC | 280.85K | -8.6% | $43.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 230.32K | -5.6% | $35.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 192.57K | +4.2% | $29.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Mariner, LLC | 189.67K | +3.1% | $29.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 178.99K | -9.8% | $27.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 131.44K | +1.0% | $20.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Cetera Investment Advisers | 95.35K | -1.7% | $14.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 90.67K | -2.6% | $13.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Us Bancorp \De\ | 83.07K | +0.7% | $12.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Wealth Enhancement Advisory… | 78.89K | +3.4% | $12.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 76.05K | +1.9% | $11.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 72.89K | -15.7% | $11.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northern Trust Corp | 63.41K | 0.0% | $9.78M | 0.0% | Held | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 60.54K | -4.1% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 55.91K | +3.0% | $8.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Osaic Holdings, Inc. | 52.63K | +14.0% | $8.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Captrust Financial Advisors | 44.77K | +0.8% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 43.61K | +19.7% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 43.70K | +15.2% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Rockefeller Capital Management L.P. | 38.87K | -0.4% | $6.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Cerity Partners LLC | 34.75K | -0.9% | $5.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 28.78K | -3.6% | $4.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Focus Partners Wealth | 24.35K | +18.0% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Blair William & Co/Il | 21.33K | +21.6% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 20.85K | New | $3.22M | 0.0% | New | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 18.20K | +13.0% | $2.81M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 37 | Corient Private Wealth LP | 13.90K | -1.7% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 9.13K | +1.7% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 8.12K | New | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 5.47K | +203.4% | $844,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 4.39K | 0.0% | $676,760 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Bank Julius Baer & Co. Ltd, Zurich | 4.29K | +2.7% | $657,693 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Franklin Resources Inc | 4.06K | -2.6% | $625,995 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 44 | CIBC Asset Management Inc | 4.01K | 0.0% | $618,743 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Jane Street Group, Llc | 3.07K | New | $473,238 | 0.0% | New | 1 | SEC ↗ |
| 46 | Lido Advisors, LLC | 2.82K | -67.7% | $435,298 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Empower Advisory Group, LLC | 2.48K | 0.0% | $382,664 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Nuveen, LLC | 2.22K | New | $342,036 | 0.0% | New | 1 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 1.94K | +3.9% | $299,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | First Manhattan Co. Llc. | 1.70K | -24.0% | $262,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Alliancebernstein L.P. | 1.90K | 0.0% | $250,594 | 0.0% | Held | 3 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 1.12K | +9.8% | $173,588 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Assetmark, Inc | 621 | -2.2% | $95,840 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 323 | -9.3% | $49,839 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Allspring Global Investments… | 0 | — | $49 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $3.22M | 0.0% |
| Quantinno Capital Management… | $1.25M | 0.0% |
| Jane Street Group, Llc | $473,238 | 0.0% |
| Nuveen, LLC | $342,036 | 0.0% |
Exited
| Goldman Sachs Group | $781,768 | was 0.0% |
| Russell Investments Group… | $1,453 | 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: Q2 2026 ·
Methodology ·
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