iShares ESG Optimized Msci U ETF (SUSA): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Progressive Investment Management$617K0.1%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of SUSA (all 13F filers)
- Bank of America1.4 MBank or trading desk−21 K
- Morgan Stanley1.2 MBank or trading desk+181 K
- PNC Financial Services Group1.1 MBank or trading desk−7,144
- Royal Bank of Canada669 KBank or trading desk−19 K
- Spinnaker Trust566 KType not verified−6,849
- M&T Bank563 KBank or trading desk−12 K
- IMA Advisory Services524 KType not verified+1,831
- Mercer Global Advisors506 KWealth adviser+108 K
- BlackRock482 KIndex manager−5,141
- Ameriprise Financial480 KWealth adviser−8,949
- Shares
- 1.4 M
- Change
- −21 K
See more
- Type
- Bank or trading desk
- Value
- $222M
- Shares
- 1.2 M
- Change
- +181 K
See more
- Type
- Bank or trading desk
- Value
- $182M
- Shares
- 1.1 M
- Change
- −7,144
See more
- Type
- Bank or trading desk
- Value
- $163M
- Shares
- 669 K
- Change
- −19 K
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- Type
- Bank or trading desk
- Value
- $103M
- Shares
- 566 K
- Change
- −6,849
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- Type
- Type not verified
- Value
- $87.3M
- Shares
- 563 K
- Change
- −12 K
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- Type
- Bank or trading desk
- Value
- $86.9M
- Shares
- 524 K
- Change
- +1,831
See more
- Type
- Type not verified
- Value
- $80.9M
- Shares
- 506 K
- Change
- +108 K
See more
- Type
- Wealth adviser
- Value
- $78.0M
- Shares
- 482 K
- Change
- −5,141
See more
- Type
- Index manager
- Value
- $74.4M
- Shares
- 480 K
- Change
- −8,949
See more
- Type
- Wealth adviser
- Value
- $74.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗