Who owns iShares ESG Optimized MSCI USA ETF?
Institutional ownership of SUSA from SEC Form 13F filings across 282 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.
282
13F holders
$1.94B
value, 2026 filers
51.7%
of shares outstanding (13.5M sh)
27
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 | M&T Bank Corp | 563,054 | $86.9M | 0.3% | 2.2% | +47.8% |
| 6 | IMA Advisory Services, Inc. | 524,325 | $80.9M | 5.1% | 2% | +0.4% |
| 7 | BlackRock, Inc. | 482,294 | $74.4M | 0.0% | 1.8% | -1.1% |
| 8 | AMERIPRISE FINANCIAL INC | 479,718 | $74.0M | 0.0% | 1.8% | -1.8% |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 477,081 | $73.6M | 0.1% | 1.8% | +19.9% |
| 10 | Acorns Advisers, LLC | 451,365 | $69,645 | 0.5% | 1.7% | 0.0% |
| 11 | MISSION WEALTH MANAGEMENT, LP | 434,837 | $67.1M | 0.8% | 1.7% | +5.5% |
| 12 | WELLS FARGO & COMPANY/MN | 390,877 | $60.3M | 0.0% | 1.5% | -0.3% |
| 13 | JPMORGAN CHASE & CO | 381,259 | $58.4M | 0.0% | 1.5% | -3.3% |
| 14 | UBS Group AG | 336,349 | $51.9M | 0.0% | 1.3% | -4.0% |
| 15 | LPL Financial LLC | 280,854 | $43.3M | 0.0% | 1.1% | -8.6% |
| 16 | Betterment LLC | 270,917 | $41,802 | 0.1% | 1% | -3.1% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 230,321 | $35.5M | 0.0% | 0.9% | -5.6% |
| 18 | Baird Financial Group, Inc. | 192,575 | $29.7M | 0.0% | 0.7% | +4.2% |
| 19 | Mariner, LLC | 189,670 | $29.2M | 0.0% | 0.7% | +3.1% |
| 20 | RAYMOND JAMES FINANCIAL INC | 178,987 | $27.6M | 0.0% | 0.7% | -9.8% |
| 21 | TRUIST FINANCIAL CORP | 131,445 | $20.3M | 0.0% | 0.5% | +1.0% |
| 22 | HM PAYSON & CO | 128,070 | $19.8M | 0.3% | 0.5% | -22.2% |
| 23 | Cetera Investment Advisers | 95,352 | $14.7M | 0.0% | 0.4% | -1.7% |
| 24 | World Investment Advisors | 94,823 | $12.5M | 0.2% | 0.4% | 0.0% |
| 25 | Cambridge Investment Research Advisors, Inc. | 92,162 | $14,220 | 0.0% | 0.4% | +101.1% |
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.