Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Total 13F shares
-
1,242,722
-
Share change
-
+52,357
-
Total reported value
-
$173,404,673
-
Price per share
-
$139.34
-
Number of holders
-
106
-
Value change
-
+$7,324,110
-
Number of buys
-
35
-
Number of sells
-
36
Institutional Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - ESG OPTIMIZED (SUSA) was held by
106 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,242,722 shares.
The largest 10 holders included
Shira Ridge Wealth Management, Stewardship Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, eCIO, Inc., Corundum Group, Inc., ASPIRIANT, LLC, HILLTOP WEALTH ADVISORS, LLC, Brookstone Capital Management, TOMPKINS FINANCIAL CORP, and Relyea Zuckerberg Hanson LLC.
This page lists
106
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.