§ EQUITY
USDSUSA
ISHARES ESG OPTIMIZED MSCI U
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
195 increased/new, 175 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 1.5M | 0.0% | −10% |
| PNC Financial Services Group, Inc. | 1.1M | 0.1% | −3% |
| Morgan Stanley | 999K | 0.0% | n/a |
| ROYAL BANK OF CANADA | 688K | 0.0% | +9% |
| SPINNAKER TRUST | 573K | 4.2% | −2% |
| IMA Advisory Services, Inc. | 522K | 6.7% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for SUSA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER54.0% · 467 holders
DEALER / BANK39.1% · 33 holders
QUALITY / COMPOUNDER3.3% · 8 holders
PASSIVE / INDEX3.2% · 3 holders
INCOME / DEFENSIVE0.4% · 2 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SUSA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SUSA yet.