Who owns SUSA?
iShares ESG Optimized MSCI USA ETF · iShares
535 institutions reported holding SUSA, worth $2.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SUSA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $222.3M | 1,440,521 | −20,577 shares |
| Morgan Stanley | New York, NY | $182.1M | 1,180,021 | +180,777 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $163.2M | 1,057,780 | −7,144 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $103.3M | 669,168 | −18,796 shares |
| Spinnaker Trust | Portland, ME | $87.3M | 565,699 | −6,849 shares |
| M&T Bank Corp | Buffalo, NY | $86.9M | 563,054 | +182,035 shares |
| IMA Advisory Services, Inc. | Denver, CO | $80.9M | 524,325 | +1,831 shares |
| Mercer Global Advisors Inc. | Denver, CO | $78.0M | 505,698 | +107,919 shares |
| BlackRock, Inc. | New York, NY | $74.4M | 482,294 | −5,141 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $74.0M | 479,718 | −8,949 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SUSA?
535 institutional managers reported holding SUSA in Form 13F filings for June 30, 2026, worth $2.5B in total. The largest reported position was held by Bank of America Corp., at $222.3M.
Did institutions buy or sell SUSA last quarter?
Reported 13F value rose 21.2% from March 31, 2026, which includes price moves as well as buying and selling. 56 firms reported a new position and 22 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SUSA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.