SUSA
ETF

iShares ESG Optimized MSCI USA ETF

ESG OPTIMIZED As of Jun 30, 2026 CUSIP 464288802
Institutional Holders
533
Total Held Value
$2.51B
Total Exact Shares
16.28M
Largest Holder
Bank of America
1.44M shares • $222.3M
Reported Holders533
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Bank of America $222.3M <0.1% -1.4% 1.44M Jun 30, 2026
2 Morgan Stanley $182.1M <0.1% +18.1% 1.18M Jun 30, 2026
3 PNC Financial Services Group $163.2M 0.1% -0.7% 1.06M Jun 30, 2026
4 Royal Bank of Canada $103.3M <0.1% -2.7% 669.2K Jun 30, 2026
5 Spinnaker Trust $87.3M 4.2% -1.2% 565.7K Jun 30, 2026
6 M&T Bank $86.9M 0.3% -2.1% 563.1K Jun 30, 2026
7 IMA Advisory Services $80.9M 5.1% +0.4% 524.3K Jun 30, 2026
8 Mercer Global Advisors $78.0M 0.1% +27.1% 505.7K Jun 30, 2026
9 BlackRock $74.4M <0.1% -1.1% 482.3K Jun 30, 2026
10 Ameriprise Financial $74.0M <0.1% -1.8% 479.7K Jun 30, 2026
11 Acorns Advisers $69.6M 0.5% +0.0% 451.4K Jun 30, 2026
12 Mission Wealth Management
Filing dated Sep 30, 2026
 $62.7M 1.0% -7.4% 402.7K Sep 30, 2026
13 Wells Fargo $60.3M <0.1% -0.3% 390.9K Jun 30, 2026
14 JPMorgan Chase $58.4M <0.1% -3.3% 381.3K Jun 30, 2026
15 UBS Group $51.9M <0.1% -4.0% 336.3K Jun 30, 2026
16 Shira Ridge Wealth Management
Filing dated Sep 30, 2026
 $44.2M 15.4% -1.3% 284.2K Sep 30, 2026
17 LPL Financial $43.3M <0.1% -8.6% 280.9K Jun 30, 2026
18 Betterment $41.8M 0.1% -3.1% 270.9K Jun 30, 2026
19 Envestnet Asset Management $35.5M <0.1% -5.6% 230.3K Jun 30, 2026
20 Baird Financial Group $29.7M <0.1% +4.2% 192.6K Jun 30, 2026
Exited in Latest Filing23
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.