ISHARES MSCI USA ESG SELECT (SUSA) Institutional Shareholders
ISHARES MSCI USA ESG SELECT (SUSA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.97B in SUSA holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SUSA tracked by InsiderSet, reporting ownership valued at approximately $193.01M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $226.65M, representing an estimated gain of +17.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed SUSA value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Pnc Financial Services Group, Inc., and several other long-term asset managers with concentrated positions in ISHARES MSCI USA ESG SELECT (SUSA).
This page ranks the largest institutional SUSA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
523
Total Reported Value
$1.97B
Largest Holder
Bank Of America Corp
Largest Position
$193.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 1,461,098 | $193,010,986 | $226,645,522 | +$33,634,536 | +17.43% | |
| Morgan Stanley | 0.01% | 999,244 | $132,000,320 | $155,002,729 | +$23,002,409 | +17.43% | |
| Pnc Financial Services Group, Inc. | 0.07% | 811,660 | $107,220,292 | $125,904,699 | +$18,684,407 | +17.43% | |
| Royal Bank Of Canada | 0.02% | 687,964 | $90,880,000 | $106,716,976 | +$15,836,976 | +17.43% | |
| Spinnaker Trust | 4.19% | 572,548 | $75,633,591 | $88,813,646 | +$13,180,055 | +17.43% | |
| Ima Advisory Services, Inc. | 6.74% | 522,494 | $69,021,557 | $81,049,269 | +$12,027,712 | +17.43% | |
| Mission Wealth Management, Lp | 0.84% | 434,837 | $67,095,462 | $67,451,915 | +$356,453 | +0.53% | |
| Ameriprise Financial Inc | 0.01% | 488,667 | $64,549,052 | $75,802,025 | +$11,252,973 | +17.43% | |
| Blackrock, Inc. | 0.00% | 487,435 | $64,390,104 | $75,610,917 | +$11,220,813 | +17.43% | |
| Mercer Global Advisors Inc | 0.08% | 397,779 | $52,546,584 | $61,703,478 | +$9,156,894 | +17.43% | |
| Wells Fargo & Company/Mn | 0.01% | 392,073 | $51,792,756 | $60,818,364 | +$9,025,608 | +17.43% | |
| M&T Bank Corp | 0.17% | 381,019 | $50,332,610 | $59,103,667 | +$8,771,057 | +17.43% | |
| Ubs Group Ag | 0.01% | 350,383 | $46,285,594 | $54,351,411 | +$8,065,817 | +17.43% | |
| Shira Ridge Wealth Management | 15.51% | 288,096 | $44,453,261 | $44,689,452 | +$236,191 | +0.53% | |
| Lpl Financial Llc | 0.01% | 307,264 | $40,589,612 | $47,662,792 | +$7,073,180 | +17.43% | |
| Envestnet Asset Management Inc | 0.01% | 243,942 | $32,224,772 | $37,840,283 | +$5,615,511 | +17.43% | |
| Raymond James Financial Inc | 0.01% | 198,443 | $26,214,349 | $30,782,478 | +$4,568,129 | +17.43% | |
| Baird Financial Group, Inc. | 0.04% | 184,874 | $24,421,856 | $28,677,655 | +$4,255,799 | +17.43% | |
| Mariner, Llc | 0.03% | 183,905 | $24,293,944 | $28,527,344 | +$4,233,400 | +17.43% | |
| Truist Financial Corp | 0.02% | 131,445 | $20,282,017 | $20,389,748 | +$107,731 | +0.53% | |
| Hm Payson & Co | 0.26% | 128,070 | $19,761,256 | $19,866,218 | +$104,962 | +0.53% | |
| Stewardship Advisors, Llc | 4.02% | 125,349 | $19,341,351 | $19,444,137 | +$102,786 | +0.53% | |
| Commonwealth Equity Services, Llc | 0.02% | 90,668 | $13,990,026 | $14,064,420 | +$74,394 | +0.53% | |
| Farrow Financial, Inc. | 7.32% | 97,527 | $12,883,317 | $15,128,388 | +$2,245,071 | +17.43% | |
| Cetera Investment Advisers | 0.01% | 96,974 | $12,810,326 | $15,042,607 | +$2,232,281 | +17.43% | |
| World Investment Advisors | 0.20% | 94,823 | $12,526,165 | $14,708,944 | +$2,182,779 | +17.43% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 78,893 | $12,287,649 | $12,237,882 | -$49,767 | -0.41% | |
| Quent Capital, Llc | 0.86% | 91,969 | $12,149,139 | $14,266,231 | +$2,117,092 | +17.43% | |
| Hightower Advisors, Llc | 0.01% | 86,469 | $11,422,529 | $13,413,071 | +$1,990,542 | +17.43% | |
| Us Bancorp \De\ | 0.01% | 82,528 | $10,901,949 | $12,801,743 | +$1,899,794 | +17.43% | |
| Charter Oak Capital Management, Llc | 0.78% | 76,374 | $10,089,022 | $11,847,135 | +$1,758,113 | +17.43% | |
| Creative Planning | 0.01% | 74,628 | $9,858,378 | $11,576,295 | +$1,717,917 | +17.43% | |
| Ecio, Inc. | 2.60% | 60,027 | $9,262,158 | $9,311,388 | +$49,230 | +0.53% | |
| Fund Evaluation Group, Llc | 0.28% | 69,939 | $9,238,942 | $10,848,938 | +$1,609,996 | +17.43% | |
| Northern Trust Corp | 0.00% | 63,410 | $8,376,461 | $9,836,159 | +$1,459,698 | +17.43% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 63,131 | $8,339,609 | $9,792,881 | +$1,453,272 | +17.43% | |
| Accredited Investors Inc. | 0.35% | 52,268 | $8,064,976 | $8,107,812 | +$42,836 | +0.53% | |
| Keybank National Association/Oh | 0.03% | 51,561 | $7,955,864 | $7,998,142 | +$42,278 | +0.53% | |
| Regions Financial Corp | 0.05% | 57,289 | $7,567,877 | $8,886,670 | +$1,318,793 | +17.43% | |
| Bank Of Montreal | 0.00% | 54,260 | $7,167,746 | $8,416,811 | +$1,249,065 | +17.43% | |
| Advisory Services Network, Llc | 0.09% | 50,520 | $6,673,674 | $7,836,662 | +$1,162,988 | +17.43% | |
| Corundum Group, Inc. | 2.21% | 50,149 | $6,624,683 | $7,779,113 | +$1,154,430 | +17.43% | |
| Aspiriant, Llc | 0.15% | 40,507 | $6,250,230 | $6,283,446 | +$33,216 | +0.53% | |
| D.A. Davidson & Co. | 0.03% | 39,892 | $6,155,364 | $6,188,047 | +$32,683 | +0.53% | |
| Osaic Holdings, Inc. | 0.01% | 46,178 | $6,103,356 | $7,163,131 | +$1,059,775 | +17.36% | |
| Bear Mountain Capital, Inc. | 1.76% | 39,189 | $6,082,877 | $6,078,998 | -$3,879 | -0.06% | |
| Brookstone Capital Management | 0.06% | 39,116 | $6,035,611 | $6,067,674 | +$32,063 | +0.53% | |
| Destination Wealth Management | 0.15% | 45,006 | $5,945,273 | $6,981,331 | +$1,036,058 | +17.43% | |
| Captrust Financial Advisors | 0.01% | 44,408 | $5,861,096 | $6,888,569 | +$1,027,473 | +17.53% | |
| Roof Eidam Maycock Peralta, Llc | 1.14% | 37,420 | $5,773,886 | $5,804,590 | +$30,704 | +0.53% |
Frequently asked questions about SUSA
Who owns the most SUSA stock?
The largest holders of SUSA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI USA ESG SELECT (SUSA).
Is SUSA widely held by superinvestors?
Many widely followed stocks like SUSA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SUSA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.