ISHARES ESG OPTIMIZED MSCI USA ETF

$SUSA
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Smart money positioned

7 of the Top-200 alpha managers hold $SUSA as of the latest 13F snapshot.

13F holders
511
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$SUSA is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.23%, with an average of 0.06% of portfolio. Largest holder: Endeavor Private Wealth, Inc. at 0.23%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Endeavor Private Wealth, Inc.
0.23% held
α +13.5pts
02
Walkner Condon Financial Advisors LLC
0.09% held
α +23.7pts
03
ProVise Management Group, LLC
0.05% held
α +11.2pts
04
Collier Financial
0.02% held
α +14.2pts
05
Pittenger & Anderson Inc.
0.01% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 511 · Source: 13F-HR
01
Banyan Capital Management, Inc.
0.01% of portfolio
3,980,132 sh
02
Encap Energy Capital Fund
1.12% of portfolio
824,542 sh
03
Holos Integrated Wealth LLC
0.17% of portfolio
665,544 sh
04
Mesirow Institutional Investment Management, Inc.
15.21% of portfolio
581,948 sh
05
Private Management Group Inc.
4.19% of portfolio
572,548 sh
06
Rivernorth Capital Management, LLC
6.74% of portfolio
522,494 sh
07
Evensky & Katz LLC
0.03% of portfolio
509,172 sh
08
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
481,208 sh
09
IHT Wealth Management, LLC
0.44% of portfolio
451,156 sh
10
Legal & General Group Plc
0.08% of portfolio
397,779 sh
See all 511 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SUSA in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SUSA in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:27 UTC.