ISHARES ESG OPTIMIZED MSCI U SUSA
$153.83
-0.1% 52w: $120.91 – $155.53
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data120.91138.22155.53
Jun 20, 2025 Jul 2, 2026
Institutional holders
516
-18 QoQ
13F value
$2.11B
-12.5% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $23K puts
Institutional value by quarter
Number of holders
Who owns SUSA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $193.0M | 0.0% | -9.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.1M | $140.7M | 0.1% | -2.8% |
| MORGAN STANLEY | Bank broker | 999.2K | $132.0M | 0.0% | -1.2% |
| ROYAL BANK OF CANADA | Bank broker | 688.0K | $90.9M | 0.0% | +8.6% |
| SPINNAKER TRUST | Wealth advisor | 572.5K | $75.6M | 4.2% | -2.3% |
| IMA Advisory Services, Inc. | Wealth advisor | 522.5K | $69.0M | 6.7% | +1.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 488.7K | $64.5M | 0.0% | +0.9% |
| BlackRock, Inc. | Index provider | 487.4K | $64.4M | 0.0% | -2.7% |
| Acorns Advisers, LLC | Wealth advisor | 451.2K | $59.6M | 0.4% | +2.8% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 412.3K | $54.5M | 1.1% | +0.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 397.8K | $52.5M | 0.1% | +30.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 392.1K | $51.8M | 0.0% | +3.5% |
| JPMORGAN CHASE & CO | Bank broker | 394.2K | $50.7M | 0.0% | -3.5% |
| M&T Bank Corp | Diversified mechanical | 381.0K | $50.3M | 0.2% | -26.9% |
| UBS Group AG | Bank broker | 350.4K | $46.3M | 0.0% | -6.8% |
| LPL Financial LLC | Bank broker | 307.3K | $40.6M | 0.0% | -0.2% |
| Shira Ridge Wealth Management | Wealth advisor | 291.0K | $38.4M | 15.2% | +0.5% |
| Betterment LLC | Wealth advisor | 279.7K | $37.0M | 0.1% | -2.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 243.9K | $32.2M | 0.0% | +3.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 198.4K | $26.2M | 0.0% | -67.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 184.9K | $24.4M | 0.0% | +0.1% |
| Mariner, LLC | Diversified mechanical | 183.9K | $24.3M | 0.0% | +2.1% |
| HM PAYSON & CO | Diversified mechanical | 164.7K | $21.8M | 0.3% | -7.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 130.1K | $17.2M | 0.0% | -2.6% |
| Stewardship Advisors, LLC | Wealth advisor | 117.8K | $15.6M | 3.6% | +5.1% |
| Farrow Financial, Inc. | Wealth advisor | 97.5K | $12.9M | 7.3% | -0.5% |
| Cetera Investment Advisers | Wealth advisor | 97.0K | $12.8M | 0.0% | +0.8% |
| World Investment Advisors | Wealth advisor | 94.8K | $12.5M | 0.2% | -6.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 93.1K | $12.3M | 0.0% | -16.7% |
| Quent Capital, LLC | Wealth advisor | 92.0K | $12.1M | 0.9% | +0.3% |
| HighTower Advisors, LLC | Diversified mechanical | 86.5K | $11.4M | 0.0% | +3.3% |
| US BANCORP \DE\ | Wealth advisor | 82.5K | $10.9M | 0.0% | +7.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 76.3K | $10.2M | 0.0% | -18.1% |
| Charter Oak Capital Management, LLC | Wealth advisor | 76.4K | $10.1M | 0.8% | +6.1% |
| Creative Planning | Wealth advisor | 74.6K | $9.9M | 0.0% | +54.5% |
| Fund Evaluation Group, LLC | Wealth advisor | 69.9K | $9.2M | 0.3% | -45.2% |
| eCIO, Inc. | Wealth advisor | 66.0K | $8.7M | 3.8% | 0.0% |
| NORTHERN TRUST CORP | Index provider | 63.4K | $8.4M | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 63.1K | $8.3M | 0.0% | -4.6% |
| REGIONS FINANCIAL CORP | Other | 57.3K | $7.6M | 0.0% | -0.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 55.6K | $7.3M | 0.0% | -6.3% |
| BANK OF MONTREAL /CAN/ | Bank broker | 54.3K | $7.2M | 0.0% | +1.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 53.4K | $7.1M | 0.0% | -1.7% |
| Accredited Investors Inc. | Wealth advisor | 53.0K | $7.0M | 0.4% | +4.5% |
| Advisory Services Network, LLC | Diversified mechanical | 50.5K | $6.7M | 0.1% | -3.4% |
| Corundum Group, Inc. | Wealth advisor | 50.1K | $6.6M | 2.2% | -1.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 48.5K | $6.4M | 0.0% | +4.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 46.2K | $6.1M | 0.0% | -9.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 45.8K | $6.1M | 0.0% | -4.9% |
| Destination Wealth Management | Wealth advisor | 45.0K | $5.9M | 0.2% | +1.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.