Latest Period
Q1 2026
Security Snapshot
ISHARES TR - ESG OPTIMIZED (SUSA) Institutional Ownership
CUSIP: 464288802
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
516
Shares (Excl. Options)
15,995,774
Price
$132.10
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- Security type / class
- Equity / ESG OPTIMIZED
- Symbol
- SUSA
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 15,995,774
- Total 13F value
- $2,113,271,895
- Portfolio coverage rank
- 0.01%
- Share change
- -948,562
- Value change
- -$125,951,943
- Number of holders
- 516
- SEC-reported price per share
- $149.82
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SUSA - ISHARES TR - ESG OPTIMIZED is tracked under CUSIP 464288802.
- 516 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 533 to 516 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $2,369,045,658 to $2,113,271,895.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 516 institutions filings for Q1 2026.
Security key
464288802
Latest holder period
Q1 2026
13F holders
516
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464288802:
As of 31 Mar 2026, 516 institutional investors reported holding 15,995,774 shares of ISHARES TR - ESG OPTIMIZED (SUSA).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 15,995,774 | $2,113,271,895 | -$125,951,943 | $132.10 | 516 |
| 2025 Q4 | 17,002,585 | $2,369,045,658 | +$98,788,008 | $139.34 | 533 |
| 2025 Q3 | 16,224,552 | $2,201,111,689 | -$81,524,553 | $135.65 | 498 |
| 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 |