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Public ownership evidence

iShares ESG Optimized MSCI USA ETF (SUSA) Ownership Disclosures

Read SUSA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2811,440$1,765,192None
Legacy Edge Advisors, LLC2025-09-302026-08-277,253$983,869None
Dakota Wealth Management2025-09-302026-08-272,507$340,073None
Dakota Wealth Management2025-12-312026-08-272,512$349,975None
Dakota Wealth Management2026-03-312026-08-272,516$332,358None
January Capital Advisors LLC2026-06-302026-08-261,960$302,428None
Financial Insights, Inc.2026-06-302026-08-261,840$283,912None
Rehmann Capital Advisory Group2026-06-302026-08-215,733$884,601None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21246$37,958None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20505,698$78,029,188None
Beacon Pointe Advisors, LLC2026-06-302026-08-1954,403$8,394,357None
JDM Financial Group LLC2026-06-302026-08-19696$107,393None
Glenview Trust Co2026-06-302026-08-1942,500$6,557,750None
Legacy Edge Advisors, LLC2025-06-302026-08-186,686$847,451None
Legacy Edge Advisors, LLC2025-03-312026-08-186,510$747,804None
Legacy Edge Advisors, LLC2024-09-302026-08-185,915$711,989None
Legacy Edge Advisors, LLC2024-06-302026-08-185,574$626,350None
Legacy Edge Advisors, LLC2024-03-312026-08-183,703$404,257None
Legacy Edge Advisors, LLC2024-12-312026-08-185,652$689,374None
Legacy Edge Advisors, LLC2023-12-312026-08-183,054$306,958None
Balanced Rock Investment Advisors LLC2026-06-302026-08-182,255$347,947None
Corient Private Wealth LP2026-06-302026-08-1813,903$2,145,095None
Integrated Investment Consultants, LLC2026-06-302026-08-183,549$547,611None
Pure Financial Advisors, LLC2026-06-302026-08-1828,649$4,420,477None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,858$286,983None
Equitable Holdings, Inc.2026-06-302026-08-186,349$979,641None
Odyssey Group, LLC2026-06-302026-08-153,511$541,784None
HILLTOP WEALTH ADVISORS, LLC2026-06-302026-08-1539,993$6,170,881None
Frederick Financial Consultants, LLC2026-06-302026-08-152,074$320,018None
Glen Eagle Advisors, LLC2026-06-302026-08-15800$123,440None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15910$140,413None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1510,739$1,657,028None
Modern Wealth Management, LLC2026-06-302026-08-1529,197$4,505,097None
Mutual Advisors, LLC2026-06-302026-08-158,008$1,235,632None
Milestone Investment Advisors LLC2026-06-302026-08-1513,089$2,019,613None
Talisman Wealth Advisors LLC2026-06-302026-08-152,795$398,029None
Talisman Wealth Advisors LLC2026-06-302026-08-151,795$276,919None
Perennial Investment Advisors, LLC2026-06-302026-08-151,642$253,379None
Tradewinds, LLC.2026-06-302026-08-154,113$239,885None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-156,000$925,800None
Ameritas Advisory Services, LLC2026-06-302026-08-153,251$501,659None
XTX Topco Ltd2026-06-302026-08-156,776$1,045,537None
Prestige Wealth Management Group LLC2026-06-302026-08-15698$107,702None
Arkos Global Advisors2026-06-302026-08-153,029$467,000None
Western Wealth Management, LLC2026-06-302026-08-154,168$643,152None
Qube Research & Technologies Ltd2026-06-302026-08-15323$49,839None
Acorns Advisers, LLC2026-06-302026-08-15451,365$69,645,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-15637$98,289None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,503$1,466,306None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,379$212,775None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗January Capital Advisors LLC ↗Financial Insights, Inc. ↗Rehmann Capital Advisory Group ↗GILL CAPITAL PARTNERS, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.