iShares ESG MSCI USA LeadersSUSLETF
13F holders, Q1 2024 (March 31)144holders
1famous investor
$93.83avg. 13F price*
At the end of Q1 2024, 144 institutions reported holding iShares ESG MSCI USA Leaders (SUSL) in their 13F filings. The largest holders were Bank of Italy ($465.1M), JPMorgan Chase & Co. ($63.8M) and Mercer Global Advisors Inc. ($62.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG MSCI USA Leaders
- CUSIP
- 46435U218
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $8.6M |
| Exits | 7 | $1.5M |
Ownership 144 holders
| Bank of Italy | 12.87% | No change | 4,955,251 | $465.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.1% | 679,561 | $63.8M |
| Mercer Global Advisors Inc. | 0.18% | Add +13.2% | 664,968 | $62.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +10.4% | 596,040 | $55.9M |
| Royal Bank of Canada | 0.01% | Reduce -0.7% | 334,501 | $31.4M |
| Creative Planning | 0.02% | Reduce -5.1% | 214,869 | $20.2M |
| FMR LLC | 0.00% | Add +26.8% | 214,173 | $20.1M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +5.9% | 213,872 | $20.1M |
| Allworth Financial LP | 0.13% | Add +4.7% | 191,218 | $17.9M |
| GeoWealth Management, LLC | 0.66% | Add +6787.7% | 181,421 | $17.0M |
| Principal Financial Group Inc. | 0.01% | No change | 122,789 | $11.5M |
| One Wealth Advisors, LLC | 1.46% | Reduce -8.7% | 89,106 | $8.4M |
| Ellevest, Inc. | 0.48% | Add +8.1% | 83,107 | $7.8M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 74,952 | $7.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.16% | Reduce -11.5% | 73,938 | $6.9M |
| W Advisors, LLC | 4.69% | Reduce -4.3% | 72,858 | $6.8M |
| RPg Family Wealth Advisory, LLC | 2.15% | Add +4.5% | 72,418 | $6.8M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -5.0% | 57,403 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.7% | 57,327 | $5.4M |
| Aptus Capital Advisors, LLC | 0.09% | New | 42,514 | $4.0M |
| Bluestem Financial Advisors, LLC | 1.90% | Reduce -1.2% | 39,162 | $3.7M |
| Robertson Stephens Wealth Management, LLC | 0.19% | Add +2.1% | 36,293 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -12.0% | 35,466 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.1% | 29,429 | $2.8M |
| Corient Private Wealth LP | 0.00% | Reduce -3.7% | 28,623 | $2.7M |
| Bfsg, LLC | 0.35% | Reduce -0.1% | 28,442 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +609.4% | 28,413 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +372.3% | 27,996 | $2.6M |
| Kingsview Wealth Management, LLC | 0.07% | Add +57.9% | 27,725 | $2.6M |
| Flow Traders U.S. LLC | 0.12% | Add +51.1% | 24,446 | $2.3M |
| Brookstone Capital Management | 0.04% | Reduce -5.6% | 22,879 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.9% | 22,707 | $2.1M |
| LPL Financial LLC | 0.00% | Add +3.4% | 22,079 | $2.1M |
| Omega Financial Group, LLC | 0.81% | Reduce -11.2% | 20,976 | $2.0M |
| Keebeck Wealth Management | 0.29% | Reduce -33.0% | 20,793 | $2.0M |
| Kickstand Ventures, Llc. | 0.51% | Reduce -12.6% | 19,159 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.6% | 18,386 | $1.7M |
| Retirement Capital Strategies | 0.69% | Reduce -39.8% | 18,105 | $1.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.6% | 17,344 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.27% | Reduce -3.6% | 17,288 | $1.6M |
| Cypress Wealth Services, LLC | 0.37% | Reduce -0.3% | 16,936 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | No change | 16,387 | $1.5M |
| Mather Group, Llc. | 0.02% | No change | 17,669 | $1.5M |
| Friedenthal Financial | 0.91% | No change | 15,835 | $1.5M |
| My Legacy Advisors, LLC | 0.46% | Reduce -6.2% | 14,497 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -19.1% | 14,298 | $1.3M |
| Mission Wealth Management, LP | 0.03% | New | 12,698 | $1.2M |
| Private Ocean, LLC | 0.13% | Add +0.1% | 12,608 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -22.5% | 12,038 | $1.1M |
| Orgel Wealth Management, LLC | 0.03% | Reduce -0.1% | 11,721 | $1.1M |
| Csenge Advisory Group | 0.06% | Reduce -1.4% | 10,980 | $1.0M |
| Values Added Financial LLC | 0.78% | No change | 10,612 | $996K |
| Compass Ion Advisors, LLC | 0.13% | No change | 9,600 | $901K |
| Bluespring Wealth Management, LLC | 0.10% | Reduce -3.1% | 9,502 | $892K |
| One Capital Management, LLC | 0.03% | No change | 8,926 | $838K |
| Townsquare Capital LLC | 0.01% | Reduce -26.8% | 8,562 | $804K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.5% | 8,437 | $792K |
| Private Advisor Group, LLC | 0.01% | Reduce -3.0% | 8,398 | $788K |
| Blair William & Co. | 0.00% | Reduce -1.0% | 8,386 | $787K |
| Avantax Advisory Services, Inc. | 0.01% | No change | 8,248 | $774K |
| Mgo One Seven LLC | 0.04% | Add +0.6% | 8,026 | $753K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.4% | 8,023 | $753K |
| Wealth Alliance, LLC | 0.09% | Reduce -44.5% | 7,599 | $713K |
| TCWP LLC | 1.88% | No change | 7,528 | $707K |
| Private Capital Management LLC | 0.15% | Add +5.2% | 7,469 | $701K |
| IMS Capital Management | 0.31% | Add +0.3% | 7,205 | $676K |
| Captrust Financial Advisors | 0.00% | Reduce -9.1% | 6,896 | $647K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -0.7% | 6,655 | $625K |
| Charter Oak Capital Management, LLC | 0.06% | No change | 6,240 | $586K |
| CI Investments Inc. | 0.00% | Add +3.8% | 6,194 | $581K |
| Beacon Financial Group | 0.07% | Reduce -7.5% | 6,188 | $581K |
| Shared Vision Wealth Group LLC | 0.35% | Reduce -0.4% | 5,991 | $562K |
| Aries Wealth Management | 0.18% | New | 5,976 | $561K |
| True Link Financial Advisors, LLC | 0.05% | Reduce -9.9% | 5,926 | $556K |
| DHK Financial Advisors, Inc. | 0.38% | Add +0.3% | 5,705 | $535K |
| GenTrust, LLC | 0.03% | No change | 5,675 | $533K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -11.6% | 5,524 | $518K |
| Cetera Investment Advisers | 0.00% | New | 5,243 | $492K |
| Firethorn Wealth Partners, LLC | 0.28% | Reduce -12.3% | 5,124 | $481K |
| Agf Management Ltd. | 0.00% | No change | 5,100 | $479K |
| SkyView Investment Advisors, LLC | 0.09% | New | 5,071 | $470K |
| Wharton Business Group, LLC | 0.02% | Reduce -8.9% | 4,990 | $468K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -1.6% | 5,110 | $459K |
| United Asset Strategies, Inc. | 0.04% | Add +0.3% | 4,690 | $440K |
| Mutual Advisors, LLC | 0.01% | New | 4,673 | $439K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -20.5% | 4,645 | $436K |
| High Falls Advisors, Inc | 0.11% | Reduce -3.5% | 4,643 | $436K |
| Community Financial Services Group, LLC | 0.10% | — | 4,611 | $433K |
| Ieq Capital, LLC | 0.01% | Reduce -4.0% | 4,490 | $421K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.6% | 4,094 | $384K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 4,092 | $384K |
| Better Money Decisions, LLC | 0.29% | New | 3,957 | $371K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.9% | 3,904 | $366K |
| Affinity Capital Advisors, LLC | 0.08% | No change | 3,813 | $358K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -22.8% | 3,799 | $357K |
| Nwam LLC | 0.03% | Reduce -1.4% | 3,764 | $347K |
| Strategic Blueprint, LLC | 0.02% | Reduce -22.8% | 3,607 | $339K |
| Diversified Trust Co. | 0.01% | No change | 3,605 | $338K |
| Sweeney & Michel, LLC | 0.14% | — | 3,479 | $324K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -18.1% | 3,359 | $315K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.7% | 3,348 | $314K |
| SWS Partners | 0.09% | Add +7.3% | 3,274 | $307K |
| Regal Investment Advisors LLC | 0.02% | No change | 3,257 | $306K |
| PFG Investments, LLC | 0.02% | New | 3,083 | $289K |
| MKT Advisors LLC | 0.16% | No change | 3,130 | $288K |
| Foster Group, Inc. | 0.01% | Reduce -1.3% | 3,013 | $283K |
| Firestone Capital Management | 0.08% | Reduce -6.5% | 2,924 | $274K |
| Cerity Partners LLC | 0.00% | No change | 2,910 | $273K |
| BOS Asset Management, LLC | 0.14% | No change | 2,872 | $270K |
| Apexium Financial, LP | 0.02% | No change | 2,772 | $260K |
| Parallel Advisors, LLC | 0.01% | No change | 2,763 | $259K |
| JGP Wealth Management, LLC | 0.04% | Reduce -7.0% | 2,720 | $255K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 2,631 | $247K |
| Marino, Stram & Associates LLC | 0.05% | No change | 2,451 | $230K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -6.6% | 2,293 | $215K |
| Hoxton Planning & Management, LLC | 0.10% | New | 2,245 | $211K |
| Horizon Wealth Management, LLC | 0.05% | New | 2,214 | $208K |
| Institute for Wealth Management, LLC. | 0.03% | New | 2,200 | $206K |
| Morgan Stanley | 0.00% | Add +95.7% | 1,597 | $150K |
| Citigroup Inc. | 0.00% | Add +91.9% | 1,512 | $142K |
| Evergreen Private Wealth LLC | 0.07% | Reduce -5.4% | 1,467 | $138K |
| Clearstead Advisors, LLC | 0.01% | No change | 1,280 | $119K |
| Goodwin Investment Advisory | 0.05% | New | 1,208 | $113K |
| Your Advocates Ltd., LLP | 0.04% | No change | 1,046 | $98K |
| NewEdge Advisors, LLC | 0.00% | No change | 990 | $93K |
| LGT Financial Advisors LLC | 0.11% | Add +0.3% | 968 | $91K |
| Global Retirement Partners, LLC | 0.00% | No change | 696 | $65K |
| NorthRock Partners, LLC | 0.00% | New | 594 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 575 | $54K |
| DT Investment Partners, LLC | 0.00% | Add +1.4% | 498 | $47K |
| Ancora Advisors LLC | 0.00% | No change | 435 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 370 | $35K |
| First Manhattan Co. Llc. | 0.00% | No change | 300 | $28K |
| Larson Financial Group LLC | 0.00% | No change | 275 | $26K |
| Front Row Advisors LLC | 0.01% | Reduce -7.8% | 270 | $25K |
| CoreCap Advisors, LLC | 0.00% | New | 250 | $23K |
| Qube Research & Technologies Ltd | 0.00% | No change | 230 | $22K |
| Spire Wealth Management | 0.00% | No change | 175 | $16K |
| Fernwood Investment Management, LLC | 0.00% | New | 171 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 137 | $13K |
| Kelly Financial Services LLC | 0.00% | Reduce -8.8% | 104 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 98 | $9K |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $285 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $85 |
"% of holder's portfolio" is SUSL's weight in each manager's 13F, not the share of iShares ESG MSCI USA Leaders the manager owns.