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 | 668,220 | $93,335,563 | -$416,384 | $139.34 | 44 |
| 2025 Q3 | 16,222,712 | $2,200,862,093 | -$81,524,561 | $135.65 | 497 |
| 2025 Q2 | 16,958,636 | $2,150,237,449 | -$155,711,924 | $126.75 | 491 |
| 2025 Q1 | 18,200,033 | $2,090,731,261 | -$44,511,512 | $114.87 | 472 |
| 2024 Q4 | 18,516,303 | $2,252,055,623 | -$21,169,228 | $121.59 | 473 |
| 2024 Q3 | 18,376,927 | $2,212,090,640 | -$11,967,273 | $120.37 | 455 |
| 2024 Q2 | 18,469,809 | $2,076,015,491 | -$33,690,640 | $112.37 | 445 |
| 2024 Q1 | 18,780,709 | $2,050,199,901 | -$2,079,334,436 | $109.17 | 448 |
| 2023 Q4 | 45,406 | $4,563,702 | +$263,643 | $100.51 | 6 |
| 2023 Q3 | 28,105,864 | $2,529,324,144 | +$442,194,151 | $89.97 | 412 |
| 2023 Q2 | 21,998,300 | $2,060,277,843 | +$162,296,773 | $93.64 | 422 |
| 2023 Q1 | 21,647,995 | $1,899,727,550 | -$141,526,393 | $87.77 | 417 |
| 2022 Q4 | 23,192,639 | $1,909,667,818 | +$55,411,714 | $82.32 | 415 |
| 2022 Q3 | 22,291,461 | $1,694,089,354 | -$47,145,506 | $75.91 | 382 |
| 2022 Q2 | 22,442,038 | $1,811,441,114 | -$102,675,469 | $80.69 | 402 |
| 2022 Q1 | 23,990,051 | $2,323,030,367 | -$363,605,200 | $96.84 | 424 |
| 2021 Q4 | 27,466,228 | $2,917,796,795 | +$628,633,028 | $106.25 | 438 |
| 2021 Q3 | 21,119,348 | $2,027,635,210 | +$139,613,216 | $95.95 | 382 |
| 2021 Q2 | 19,410,713 | $1,854,729,588 | +$42,208,463 | $95.54 | 366 |
| 2021 Q1 | 19,126,513 | $1,680,464,329 | +$370,373,362 | $87.82 | 349 |
| 2020 Q4 | 14,866,445 | $1,225,180,440 | +$675,927,606 | $82.34 | 320 |
| 2020 Q3 | 6,358,128 | $935,048,014 | +$107,320,861 | $147.09 | 282 |
| 2020 Q2 | 5,622,148 | $752,910,150 | +$114,730,841 | $133.77 | 263 |
| 2020 Q1 | 4,736,831 | $519,423,210 | +$78,023,758 | $109.76 | 236 |
| 2019 Q4 | 3,623,338 | $485,626,357 | +$45,371,366 | $134.02 | 242 |
| 2019 Q3 | 3,646,480 | $449,955,697 | -$95,756,130 | $123.61 | 217 |
| 2019 Q2 | 4,414,565 | $537,203,364 | +$64,296,971 | $121.87 | 204 |
| 2019 Q1 | 3,626,293 | $427,731,416 | +$26,871,125 | $118.25 | 201 |
| 2018 Q4 | 3,708,598 | $382,220,704 | +$70,349,342 | $103.14 | 198 |
| 2018 Q3 | 2,994,367 | $356,670,701 | +$25,019,952 | $119.36 | 174 |
| 2018 Q2 | 2,783,888 | $313,565,310 | +$36,439,660 | $112.81 | 170 |
| 2018 Q1 | 2,469,512 | $273,669,329 | +$1,132,216 | $110.86 | 167 |
| 2017 Q4 | 2,437,861 | $270,820,247 | -$22,931,793 | $111.07 | 152 |
| 2017 Q3 | 2,635,544 | $275,362,970 | +$58,422,189 | $104.50 | 136 |
| 2017 Q2 | 2,077,134 | $212,362,821 | -$4,299,402 | $102.25 | 128 |
| 2017 Q1 | 2,118,949 | $208,098,660 | +$7,940,030 | $98.25 | 128 |
| 2016 Q4 | 2,043,797 | $188,089,044 | +$8,328,929 | $92.02 | 121 |
| 2016 Q3 | 1,915,637 | $174,180,496 | +$13,753,245 | $90.95 | 109 |
| 2016 Q2 | 1,761,872 | $152,346,556 | +$11,539,959 | $86.47 | 106 |
| 2016 Q1 | 1,631,400 | $138,746,026 | -$9,616,885 | $85.12 | 102 |
| 2015 Q4 | 1,735,791 | $144,615,762 | +$26,774,616 | $83.38 | 90 |
| 2015 Q3 | 1,397,398 | $110,241,056 | +$3,497,416 | $78.79 | 81 |
| 2015 Q2 | 1,343,406 | $114,345,040 | +$6,288,253 | $85.11 | 90 |
| 2015 Q1 | 1,250,215 | $107,330,645 | +$2,235,994 | $85.87 | 86 |
| 2014 Q4 | 1,267,510 | $109,138,744 | +$8,580,253 | $86.11 | 85 |
| 2014 Q3 | 1,150,394 | $94,627,086 | +$2,959,166 | $82.30 | 73 |
| 2014 Q2 | 1,119,169 | $92,085,357 | -$2,012,448 | $82.29 | 69 |
| 2014 Q1 | 1,161,238 | $90,697,354 | -$4,182,733 | $78.11 | 72 |