Who Owns iShares MSCI USA ESG Select ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares MSCI USA ESG Select ETF.
Who crossed 5% of SUSA →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Shira Ridge Wealth ManagementESG OPTIMIZED284.2K shtrimmed | $44.2M |
| TOMPKINS FINANCIAL CORPESG OPTIMIZED30.5K shtrimmed | $4.7M |
| Apella Capital, LLCESG OPTIMIZED14.6K shadded | $2.3M |
| Trust CoETF12.5K shadded | $1.9M |
| New Covenant Trust Company, N.A.ESG OPTIMIZED12.1K shtrimmed | $1.9M |
| Farther Finance Advisors, LLCETF10K shadded | $1.6M |
| Bank of New HampshireESG OPTIMIZED5.8K shheld | $901.4K |
| Nautilus Advisors LLCESG OPTIMIZED4.2K shtrimmed | $653.9K |
| Heartwood Wealth Advisors LLCETF3.8K shheld | $596.3K |
| Weaver Consulting GroupESG OPTIMIZED3.7K shheld | $573.2K |
| Asempa Wealth AdvisorsESG OPTIMIZED3.7K shheld | $571.5K |
| Mallini Complete Financial Planning LLCETF3.4K shheld | $531.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF2.5K shtrimmed | $383.6K |
| Acropolis Investment Management, LLCESG OPTIMIZED2.4K shtrimmed | $374.7K |
| Grove Bank & TrustESG OPTIMIZED2.3K shheld | $362.4K |
| Pathway Financial Advisors LLCESG OPTIMIZED2K shadded | $316.2K |
| Capital Advisors Wealth Management, LLCESG OPTIMIZED2K shadded | $311.2K |
| Bath Savings Trust CoExchange Traded Fund1.5K shheld | $233.5K |
| GAMMA Investing LLCETF954 shadded | $148.5K |
| Investors Research CorpESG OPTIMIZED646 shtrimmed | $100.6K |
| CoreCap Advisors, LLCETF478 shheld | $74.4K |
| VALLEY WEALTH MANAGERS, INC.ETF350 shheld | $54.5K |
| Wealth Enhancement Trust Services, Inc.ESG OPTIMIZED190 shtrimmed | $29.6K |
| ELEVATION WEALTH PARTNERS, LLCESG OPTIMIZED150 shheld | $23.4K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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