Who owns iShares ESG Optimized MSCI USA ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SUSA from SEC Form 13F filings across 537 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 537 institutions disclosed 16.4M shares of iShares ESG Optimized MSCI USA ETF worth $2.52B — about 62.8% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
537
13F holders
$2.52B
value, 2026 filers
62.8%
of shares outstanding (16.4M sh)
57
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SUSA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1.4M | $222.3M | 0.0% | 5.5% | -1.4% |
| 2 | MORGAN STANLEY | 1.2M | $182.1M | 0.0% | 4.5% | +18.1% |
| 3 | PNC Financial Services Group, Inc. | 1.1M | $163.2M | 0.1% | 4.1% | -0.7% |
| 4 | ROYAL BANK OF CANADA | 669,168 | $103.3M | 0.0% | 2.6% | -2.7% |
| 5 | SPINNAKER TRUST | 565,699 | $87.3M | 4.2% | 2.2% | -1.2% |
| 6 | M&T Bank Corp | 563,054 | $86.9M | 0.3% | 2.2% | +47.8% |
| 7 | IMA Advisory Services, Inc. | 524,325 | $80.9M | 5.1% | 2% | +0.4% |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | 505,698 | $78.0M | 0.1% | 1.9% | +27.1% |
| 9 | BlackRock, Inc. | 482,294 | $74.4M | 0.0% | 1.8% | -1.1% |
| 10 | AMERIPRISE FINANCIAL INC | 479,718 | $74.0M | 0.0% | 1.8% | -1.8% |
| 11 | Acorns Advisers, LLC | 451,365 | $69.6M | 0.5% | 1.7% | 0.0% |
| 12 | MISSION WEALTH MANAGEMENT, LP | 434,837 | $67.1M | 0.8% | 1.7% | +5.5% |
| 13 | WELLS FARGO & COMPANY/MN | 390,877 | $60.3M | 0.0% | 1.5% | -0.3% |
| 14 | JPMORGAN CHASE & CO | 381,259 | $58.4M | 0.0% | 1.5% | -3.3% |
| 15 | UBS Group AG | 336,349 | $51.9M | 0.0% | 1.3% | -4.0% |
| 16 | Shira Ridge Wealth Management | 288,096 | $44.5M | 15.5% | 1.1% | -1.0% |
| 17 | LPL Financial LLC | 280,854 | $43.3M | 0.0% | 1.1% | -8.6% |
| 18 | Betterment LLC | 270,917 | $41.8M | 0.1% | 1% | -3.1% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 230,321 | $35.5M | 0.0% | 0.9% | -5.6% |
| 20 | Baird Financial Group, Inc. | 192,575 | $29.7M | 0.0% | 0.7% | +4.2% |
| 21 | Mariner, LLC | 189,670 | $29.2M | 0.0% | 0.7% | +3.1% |
| 22 | RAYMOND JAMES FINANCIAL INC | 178,987 | $27.6M | 0.0% | 0.7% | -9.8% |
| 23 | TRUIST FINANCIAL CORP | 131,445 | $20.3M | 0.0% | 0.5% | +1.0% |
| 24 | HM PAYSON & CO | 128,070 | $19.8M | 0.3% | 0.5% | -22.2% |
| 25 | Stewardship Advisors, LLC | 125,349 | $19.3M | 4.0% | 0.5% | +6.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.