Does LPL Financial own SUSA stock?

Yes. As of its Q2 2026 13F, LPL Financial holds 280,854 shares of SUSA (iShares ESG Optimized MSCI USA ETF), worth $43.3M.

How many shares of SUSA does LPL Financial own?

As of its Q2 2026 13F, LPL Financial holds 280,854 shares of SUSA (iShares ESG Optimized MSCI USA ETF).

As of its Q2 2026 13F, LPL Financial's SUSA position is worth $43.3M.

In Q2 2026, LPL Financial reduced its SUSA position by 26,410 shares (-8.6%).

LPL Financial already held SUSA in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Position history for LPL Financial LLC's holdings in iShares ESG Optimized MSCI USA ETF

Current Value

$43.3M

Current Shares

280,854

Total Value Change

+$34.9M

Total Shares Change

+198,989

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	280,854	-8.6%	$43.3M	0.0%	$154.30	0
2026-Q1	Decreased	307,264	-0.2%	$40.6M	0.0%	$138.48	0
2025-Q4	Increased	308,016	+4.6%	$42.9M	0.0%	$140.52	31
2025-Q3	Decreased	294,519	-3.9%	$40M	0.0%	$134.85	0
2025-Q2	Increased	306,532	+1.3%	$38.9M	0.0%	$125.34	29
2025-Q1	Decreased	302,566	-2.4%	$34.8M	0.0%	$113.33	0
2024-Q4	Decreased	310,078	-2.0%	$37.7M	0.0%	$120.79	0
2024-Q3	Decreased	316,419	-2.7%	$38.1M	0.0%	$118.41	0
2024-Q2	Decreased	325,320	-1.1%	$36.6M	0.0%	$110.55	0
2024-Q1	Decreased	328,960	-4.0%	$35.9M	0.0%	$107.15	0
2023-Q4	Increased	342,535	+4.8%	$34.4M	0.0%	$98.36	30
2023-Q3	Increased	326,829	+0.0%	$29.4M	0.0%	$87.72	29
2023-Q2	Decreased	326,803	-5.7%	$30.6M	0.0%	$89.95	0
2023-Q1	Decreased	346,589	-5.3%	$30.4M	0.0%	$83.69	0
2022-Q4	Decreased	365,946	-41.8%	$30.1M	0.0%	$79.40	0
2022-Q3	Increased	629,247	+1.1%	$47.8M	0.0%	$73.96	29
2022-Q2	Decreased	622,450	-0.7%	$50.2M	0.0%	$77.88	0
2022-Q1	Decreased	626,505	-4.3%	$60.7M	0.1%	$93.72	0
2021-Q4	Increased	654,927	+5.0%	$69.6M	0.1%	$101.14	31
2021-Q3	Increased	623,654	+2.5%	$59.8M	0.1%	$92.02	30
2021-Q2	Increased	608,355	+4.6%	$58.1M	0.1%	$90.27	31
2021-Q1	Increased	581,605	+6.7%	$51.1M	0.1%	$82.26	31
2020-Q4	Increased	545,176	+132.8%	$44.9M	0.1%	$76.98	47
2020-Q3	Increased	234,211	+22.4%	$34.5M	0.1%	$68.40	35
2020-Q2	Increased	191,407	+78.2%	$25.6M	0.0%	$61.41	44
2020-Q1	Increased	107,393	+13.1%	$11.8M	0.0%	$51.99	31
2019-Q4	Increased	94,956	+4.4%	$12.7M	0.0%	$61.94	29
2019-Q3	Increased	90,982	+11.2%	$11.2M	0.0%	$56.72	31
2019-Q2	Increased	81,808	+8.5%	$10M	0.0%	$55.96	30
2019-Q1	Decreased	75,390	-7.9%	$8.9M	0.0%	$53.74	0
2018-Q4	First report	81,865	-	$8.4M	0.0%	$46.71	0