As of 30 Sep 2025, 497 institutional investors reported holding 16,222,712 shares of ISHARES TR - ESG OPTIMIZED (SUSA).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,186,723 | $165,601,380 | +$8,534,019 | $139.34 | 100 |
| 2025 Q3 | 16,222,712 | $2,200,862,093 | -$81,524,553 | $135.65 | 497 |
| 2025 Q2 | 16,958,636 | $2,150,237,449 | -$155,711,931 | $126.75 | 491 |
| 2025 Q1 | 18,201,000 | $2,090,842,340 | -$44,513,487 | $114.87 | 474 |
| 2024 Q4 | 18,545,642 | $2,255,670,966 | -$20,778,327 | $121.59 | 481 |
| 2024 Q3 | 18,414,385 | $2,216,599,416 | -$11,605,449 | $120.37 | 458 |
| 2024 Q2 | 18,510,620 | $2,080,601,464 | -$33,627,726 | $112.37 | 450 |
| 2024 Q1 | 18,812,198 | $2,053,637,583 | -$2,085,320,256 | $109.17 | 450 |
| 2023 Q4 | 39,417,743 | $3,962,587,565 | +$1,112,813,171 | $100.51 | 453 |
| 2023 Q3 | 28,168,807 | $2,534,987,151 | +$442,795,402 | $89.97 | 420 |
| 2023 Q2 | 23,262,540 | $2,178,661,345 | +$147,891,066 | $93.64 | 430 |
| 2023 Q1 | 21,694,770 | $1,903,832,971 | -$142,153,153 | $87.77 | 424 |
| 2022 Q4 | 23,276,840 | $1,916,599,376 | +$56,249,896 | $82.32 | 423 |
| 2022 Q3 | 22,357,265 | $1,699,084,418 | -$47,333,404 | $75.91 | 390 |
| 2022 Q2 | 22,997,493 | $1,856,260,499 | -$90,029,073 | $80.69 | 410 |
| 2022 Q1 | 24,047,866 | $2,328,629,187 | -$359,035,206 | $96.84 | 430 |
| 2021 Q4 | 27,519,031 | $2,923,407,213 | +$629,534,343 | $106.25 | 445 |
| 2021 Q3 | 21,155,114 | $2,031,066,961 | +$140,140,866 | $95.95 | 386 |
| 2021 Q2 | 19,415,333 | $1,854,631,297 | +$43,224,544 | $95.54 | 368 |
| 2021 Q1 | 19,119,891 | $1,679,632,260 | +$371,632,206 | $87.82 | 351 |
| 2020 Q4 | 14,897,602 | $1,227,746,082 | +$674,810,347 | $82.34 | 325 |
| 2020 Q3 | 6,365,152 | $936,081,174 | +$107,633,613 | $147.09 | 286 |
| 2020 Q2 | 5,628,994 | $753,825,924 | +$117,438,814 | $133.77 | 267 |
| 2020 Q1 | 4,778,022 | $524,373,621 | +$85,179,294 | $109.76 | 243 |
| 2019 Q4 | 3,937,134 | $527,681,313 | +$44,971,425 | $134.02 | 247 |
| 2019 Q3 | 3,650,937 | $450,506,627 | -$96,863,098 | $123.61 | 219 |
| 2019 Q2 | 4,418,992 | $537,742,799 | +$64,461,429 | $121.87 | 206 |
| 2019 Q1 | 3,879,086 | $457,625,033 | +$28,161,264 | $118.25 | 203 |
| 2018 Q4 | 3,709,548 | $382,318,687 | +$70,811,992 | $103.14 | 199 |
| 2018 Q3 | 2,995,317 | $356,784,125 | +$25,253,349 | $119.36 | 175 |
| 2018 Q2 | 2,785,038 | $313,695,039 | +$36,439,653 | $112.81 | 171 |
| 2018 Q1 | 2,470,662 | $273,796,813 | +$1,132,210 | $110.86 | 169 |
| 2017 Q4 | 2,439,011 | $270,947,978 | -$22,946,677 | $111.07 | 153 |
| 2017 Q3 | 2,636,822 | $275,496,521 | +$58,422,180 | $104.50 | 137 |
| 2017 Q2 | 2,078,412 | $212,493,509 | -$3,951,713 | $102.25 | 129 |
| 2017 Q1 | 2,118,949 | $208,098,660 | +$7,940,027 | $98.25 | 128 |
| 2016 Q4 | 2,043,797 | $188,089,044 | +$8,328,932 | $92.02 | 121 |
| 2016 Q3 | 1,915,637 | $174,180,496 | +$13,753,241 | $90.95 | 109 |
| 2016 Q2 | 1,761,872 | $152,346,556 | +$11,539,951 | $86.47 | 106 |
| 2016 Q1 | 1,631,400 | $138,746,026 | -$9,615,256 | $85.12 | 102 |
| 2015 Q4 | 1,738,307 | $144,825,762 | +$26,762,096 | $83.38 | 91 |
| 2015 Q3 | 1,397,398 | $110,241,056 | +$4,738,417 | $78.79 | 81 |
| 2015 Q2 | 1,343,406 | $114,345,040 | +$6,289,697 | $85.11 | 90 |
| 2015 Q1 | 1,265,160 | $108,613,645 | +$2,257,012 | $85.87 | 87 |
| 2014 Q4 | 1,267,510 | $109,138,744 | +$6,568,938 | $86.11 | 85 |
| 2014 Q3 | 1,165,889 | $95,902,086 | +$2,940,244 | $82.30 | 74 |
| 2014 Q2 | 1,134,894 | $93,379,357 | -$1,994,836 | $82.29 | 70 |
| 2014 Q1 | 1,161,238 | $90,697,354 | -$4,181,253 | $78.11 | 72 |