SUSA · iShares ESG Optimized MSCI USA ETF ETF
$158.13
-0.64 (-0.40%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $5,568,841
Total Shares: 36,091
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
57.8%
−41.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,398
Highly concentrated−5,515
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+2
Institutional value:
-92.7%
Shares held:
-93.8%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 20,851 | $3,217,309 | |
| Large Corient Private Wealth LLC | 11,440 | $1,765,192 | |
| Small January Capital Advisors LLC | 1,960 | $302,428 | |
| Small Financial Insights, Inc. | 1,840 | $283,912 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 575,282 | $75,994,750 | |
| Mid Dakota Wealth Management | 2,516 | $332,363 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SUSA | $3,217,309 | 57.77% | 20,851 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC SUSA | $1,765,192 | 31.70% | 11,440 | Shares | 2026-08-27 | |
| Small January Capital Advisors LLC SUSA | $302,428 | 5.43% | 1,960 | Shares | 2026-08-25 | |
| Small Financial Insights, Inc. SUSA | $283,912 | 5.10% | 1,840 | Shares | 2026-08-25 |