Effectdossier
SUSA
iShares ESG Optimized MSCI USA ETF · Financial Services · Asset Management - Global
54Gevolgde houders
+2Δ houders
9.17MGehouden aandelen
$1.42BGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.8% ·
aandelenstroom +2.3% ·
netto nieuwe posities +1.9%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +2 | 9.17M | $1.42B | +4 | −3 |
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passief) | 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 | Northern Trust Corp | 63.41K | 0.0% | $9.78M | 0.0% | Held | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 60.54K | -4.1% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 55.91K | +3.0% | $8.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Osaic Holdings, Inc. | 52.63K | +14.0% | $8.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Captrust Financial Advisors | 44.77K | +0.8% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 43.61K | +19.7% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 43.70K | +15.2% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Rockefeller Capital Management L.P. | 38.87K | -0.4% | $6.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Cerity Partners LLC | 34.75K | -0.9% | $5.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 28.78K | -3.6% | $4.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Focus Partners Wealth | 24.35K | +18.0% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Blair William & Co/Il | 21.33K | +21.6% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 20.85K | Nieuw | $3.22M | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 18.20K | +13.0% | $2.81M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 36 | Corient Private Wealth LP | 13.90K | -1.7% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 9.13K | +1.7% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 8.12K | Nieuw | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 5.47K | +203.4% | $844,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 4.39K | 0.0% | $676,760 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Bank Julius Baer & Co. Ltd, Zurich | 4.29K | +2.7% | $657,693 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Franklin Resources Inc | 4.06K | -2.6% | $625,995 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | CIBC Asset Management Inc | 4.01K | 0.0% | $618,743 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Jane Street Group, Llc | 3.07K | Nieuw | $473,238 | 0.0% | New | 1 | SEC ↗ |
| 45 | Lido Advisors, LLC | 2.82K | -67.7% | $435,298 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Empower Advisory Group, LLC | 2.48K | 0.0% | $382,664 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Nuveen, LLC | 2.22K | Nieuw | $342,036 | 0.0% | New | 1 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 1.94K | +3.9% | $299,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | First Manhattan Co. Llc. | 1.70K | -24.0% | $262,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Alliancebernstein L.P. | 1.90K | 0.0% | $250,594 | 0.0% | Held | 3 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 1.12K | +9.8% | $173,588 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Assetmark, Inc | 621 | -2.2% | $95,840 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Qube Research & Technologies Ltd | 323 | -9.3% | $49,839 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Allspring Global Investments… | 0 | — | $49 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| HighTower Advisors, LLC | $11.42M | was 0.0% |
| Goldman Sachs Group | $781,768 | was 0.0% |
| Russell Investments Group… | $1,453 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 511 houders, 15.53M aandelen, $1.93B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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