iShares ESG Optimized MSCI USA ETF (SUSA)

ETF ยท NYSE Arca

iShares ESG Optimized MSCI USA ETF (SUSA) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 24, 2005.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
January 24, 2005

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 533 institutions reported holding SUSA, with 16.3 million shares worth $2.5 billion in aggregate. The largest reported holder was Bank of America, with 1.4 million shares worth $222.3 million. Of the 5 largest holders listed below, 1 added shares and 4 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Bank of America1,440,521$222MReduced 1.41%
Morgan Stanley1,180,021$182MAdded 18.09%
Pnc Financial Services Group1,057,780$163MReduced 0.67%
Royal Bank of Canada669,168$103MReduced 2.73%
Spinnaker Trust565,699$87MReduced 1.2%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SUSA?

iShares ESG Optimized MSCI USA ETF (SUSA) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 24, 2005.

Who are the largest institutional holders of SUSA?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SUSA were Bank of America, Morgan Stanley and Pnc Financial Services Group.

How many institutions own SUSA?

533 institutions reported a position in SUSA for the quarter ended June 30, 2026, worth $2.5 billion in total.

Did institutions buy or sell SUSA last quarter?

Of the 5 largest reported holders, 1 added shares and 4 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for SUSA.

Every reported institutional holder, plus insider and congressional trades in SUSA, on SentiSense.