iShares ESG MSCI USA LeadersSUSLETF
13F holders, Q2 2024 (June 30)145holders +1
14new positions
15sold out
1famous investor
$97.29avg. 13F price*
At the end of Q2 2024, 145 institutions reported holding iShares ESG MSCI USA Leaders (SUSL) in their 13F filings, up 1 from Q1 2024. 14 opened new positions and 15 sold out. The largest holders were Bank of Italy ($311.9M), Mercer Global Advisors Inc. ($71.8M) and Envestnet Asset Management Inc. ($65.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.7M |
| Exits | 15 | $9.0M |
All 13F filers, Q1 2024 → Q2 2024: 433,634 shares bought and 2,022,753 shares sold, net −1,589,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Bank of Italy | 11.83% | Reduce -35.4% | 3,201,532 | $311.9M |
| Mercer Global Advisors Inc. | 0.20% | Add +11.2% | 739,624 | $71.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +12.8% | 672,387 | $65.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -10.6% | 607,660 | $59.2M |
| Royal Bank of Canada | 0.01% | Add +0.7% | 336,943 | $32.8M |
| FMR LLC | 0.00% | Add +38.0% | 295,618 | $28.8M |
| Creative Planning | 0.02% | Reduce -0.3% | 214,157 | $20.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.2% | 211,358 | $20.6M |
| Allworth Financial LP | 0.12% | Add +2.0% | 195,000 | $19.0M |
| GeoWealth Management, LLC | 0.74% | Reduce -3.5% | 175,048 | $17.1M |
| Sanctuary Advisors, LLC | 0.07% | — | 105,445 | $9.6M |
| Ellevest, Inc. | 0.55% | Add +12.5% | 93,514 | $9.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -29.8% | 86,167 | $8.4M |
| OneDigital Investment Advisors LLC | 0.10% | Add +390.4% | 85,063 | $8.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Add +11.7% | 82,592 | $8.0M |
| One Wealth Advisors, LLC | 1.66% | Reduce -7.6% | 82,355 | $7.8M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 74,731 | $7.3M |
| RPg Family Wealth Advisory, LLC | 2.31% | Reduce -0.6% | 72,006 | $7.0M |
| W Advisors, LLC | 4.58% | Reduce -1.6% | 71,714 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.6% | 57,669 | $5.6M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -19.8% | 46,040 | $4.5M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -0.3% | 42,376 | $4.1M |
| Bluestem Financial Advisors, LLC | 1.91% | Reduce -0.9% | 38,818 | $3.8M |
| Robertson Stephens Wealth Management, LLC | 0.19% | Add +1.1% | 36,687 | $3.6M |
| Retirement Capital Strategies | 1.43% | Add +102.0% | 36,566 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -8.7% | 32,394 | $3.2M |
| Kingsview Wealth Management, LLC | 0.07% | Add +12.9% | 31,307 | $3.1M |
| Sax Wealth Advisors, LLC | 0.27% | New | 28,997 | $2.8M |
| Bfsg, LLC | 0.35% | Reduce -0.1% | 28,412 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 28,348 | $2.8M |
| Corient Private Wealth LP | 0.00% | Reduce -6.6% | 26,741 | $2.6M |
| LPL Financial LLC | 0.00% | Add +7.9% | 23,830 | $2.3M |
| Brookstone Capital Management | 0.04% | Reduce -2.5% | 22,305 | $2.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.3% | 21,731 | $2.1M |
| Omega Financial Group, LLC | 0.85% | Add +2.4% | 21,472 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.4% | 21,379 | $2.1M |
| Keebeck Wealth Management | 0.30% | Add +0.2% | 20,828 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.2% | 20,804 | $2.0M |
| Kickstand Ventures, Llc. | 0.51% | Reduce -0.6% | 19,050 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.14% | Add +0.5% | 17,372 | $1.7M |
| Mather Group, Llc. | 0.02% | Reduce -0.5% | 17,579 | $1.6M |
| Farther Finance Advisors, LLC | 0.08% | Add +148.6% | 16,545 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +37.4% | 16,545 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | No change | 16,387 | $1.6M |
| Cypress Wealth Services, LLC | 0.34% | Reduce -8.7% | 15,456 | $1.5M |
| Friedenthal Financial | 0.87% | Reduce -9.8% | 14,290 | $1.4M |
| My Legacy Advisors, LLC | 0.44% | Reduce -3.4% | 13,999 | $1.4M |
| Bluespring Wealth Management, LLC | 0.13% | Add +35.2% | 12,847 | $1.3M |
| Values Added Financial LLC | 0.87% | Add +16.5% | 12,360 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -13.7% | 12,333 | $1.2M |
| Private Ocean, LLC | 0.10% | Reduce -5.2% | 11,951 | $1.2M |
| Orgel Wealth Management, LLC | 0.03% | Add +0.3% | 11,757 | $1.1M |
| Csenge Advisory Group | 0.06% | Reduce -0.6% | 10,918 | $1.1M |
| Compass Ion Advisors, LLC | 0.13% | No change | 9,600 | $901K |
| One Capital Management, LLC | 0.03% | Add +0.5% | 8,969 | $874K |
| Townsquare Capital LLC | 0.01% | No change | 8,562 | $834K |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.6% | 8,461 | $824K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.8% | 8,365 | $815K |
| Blair William & Co. | 0.00% | Reduce -0.8% | 8,323 | $811K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.6% | 8,074 | $787K |
| Mgo One Seven LLC | 0.04% | No change | 8,026 | $782K |
| TCWP LLC | 1.80% | No change | 7,528 | $733K |
| IMS Capital Management | 0.33% | Add +0.1% | 7,213 | $717K |
| Private Advisor Group, LLC | 0.00% | Reduce -13.5% | 7,263 | $708K |
| Private Capital Management LLC | 0.14% | Reduce -3.8% | 7,189 | $700K |
| Captrust Financial Advisors | 0.00% | Reduce -8.4% | 6,315 | $615K |
| Charter Oak Capital Management, LLC | 0.06% | No change | 6,240 | $608K |
| Aries Wealth Management | 0.18% | No change | 5,976 | $582K |
| Wealth Alliance, LLC | 0.08% | Reduce -21.4% | 5,970 | $582K |
| Beacon Financial Group | 0.07% | Reduce -4.8% | 5,890 | $574K |
| CI Investments Inc. | 0.00% | Reduce -5.7% | 5,844 | $569K |
| GenTrust, LLC | 0.03% | No change | 5,675 | $553K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.2% | 5,536 | $539K |
| EverSource Wealth Advisors, LLC | 0.03% | No change | 5,110 | $499K |
| Shared Vision Wealth Group LLC | 0.29% | Reduce -14.9% | 5,098 | $497K |
| SkyView Investment Advisors, LLC | 0.09% | Reduce -1.3% | 5,004 | $488K |
| Wharton Business Group, LLC | 0.03% | No change | 4,990 | $486K |
| Cetera Investment Advisers | 0.00% | Reduce -8.8% | 4,784 | $466K |
| Firethorn Wealth Partners, LLC | 0.26% | Reduce -8.8% | 4,675 | $456K |
| United Asset Strategies, Inc. | 0.04% | Reduce -0.9% | 4,646 | $453K |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 4,492 | $438K |
| Agf Management Ltd. | 0.00% | Reduce -13.7% | 4,400 | $429K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -7.0% | 4,320 | $421K |
| Affinity Capital Advisors, LLC | 0.09% | Add +12.2% | 4,277 | $417K |
| Novare Capital Management LLC | 0.04% | New | 4,190 | $408K |
| True Link Financial Advisors, LLC | 0.04% | Reduce -32.5% | 3,999 | $390K |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 3,988 | $389K |
| Win Advisors, Inc. | 0.17% | New | 3,973 | $387K |
| Better Money Decisions, LLC | 0.29% | Add +0.2% | 3,966 | $386K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -6.0% | 3,849 | $375K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.1% | 3,823 | $372K |
| Fragasso Financial Advisors Inc | 0.03% | New | 3,814 | $372K |
| Sweeney & Michel, LLC | 0.16% | Add +6.0% | 3,687 | $367K |
| Strategic Blueprint, LLC | 0.02% | No change | 3,607 | $351K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -5.2% | 3,601 | $351K |
| Veridan Wealth LLC | 0.14% | — | 3,117 | $338K |
| Diversified Trust Co. | 0.01% | Reduce -5.3% | 3,415 | $333K |
| PFG Investments, LLC | 0.02% | Add +8.4% | 3,341 | $326K |
| Apexium Financial, LP | 0.02% | Add +17.7% | 3,262 | $318K |
| MKT Advisors LLC | 0.15% | No change | 3,130 | $312K |
| Regal Investment Advisors LLC | 0.02% | Reduce -4.2% | 3,120 | $304K |
| Foster Group, Inc. | 0.01% | Add +0.8% | 3,038 | $296K |
| Firestone Capital Management | 0.08% | Add +1.9% | 2,980 | $290K |
| SWS Partners | 0.09% | Reduce -9.2% | 2,972 | $290K |
| Cerity Partners LLC | 0.00% | No change | 2,910 | $284K |
| BOS Asset Management, LLC | 0.13% | No change | 2,872 | $280K |
| HB Wealth Management, LLC | 0.00% | New | 2,843 | $277K |
| Parallel Advisors, LLC | 0.01% | No change | 2,763 | $269K |
| JGP Wealth Management, LLC | 0.04% | No change | 2,720 | $265K |
| Alera Investment Advisors, LLC | 0.03% | New | 2,702 | $263K |
| High Falls Advisors, Inc | 0.06% | Reduce -42.3% | 2,680 | $261K |
| Ascent Group, LLC | 0.02% | New | 2,599 | $253K |
| Mariner, LLC | 0.00% | New | 2,584 | $252K |
| Marino, Stram & Associates LLC | 0.06% | No change | 2,451 | $239K |
| Morgan Stanley | 0.00% | Add +47.3% | 2,353 | $229K |
| Lodestar Private Asset Management LLC | 0.03% | Add +0.2% | 2,298 | $224K |
| Advisory Services Network, LLC | 0.00% | Reduce -32.0% | 2,275 | $222K |
| Horizon Wealth Management, LLC | 0.05% | Add +1.7% | 2,252 | $219K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,200 | $214K |
| Personal Cfo Solutions, LLC | 0.03% | New | 2,104 | $205K |
| Millburn Ridgefield LLC | 0.00% | New | 1,767 | $172K |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 1,505 | $147K |
| Evergreen Private Wealth LLC | 0.07% | Reduce -0.4% | 1,461 | $142K |
| Clarity Asset Management, Inc. | 0.09% | New | 1,279 | $125K |
| Your Advocates Ltd., LLP | 0.04% | No change | 1,046 | $102K |
| US Bancorp \de | 0.00% | New | 1,028 | $100K |
| NewEdge Advisors, LLC | 0.00% | No change | 990 | $96K |
| LGT Financial Advisors LLC | 0.20% | Add +0.2% | 970 | $95K |
| Global Retirement Partners, LLC | 0.00% | No change | 696 | $68K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 575 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | Add +47.0% | 544 | $53K |
| DT Investment Partners, LLC | 0.00% | No change | 498 | $49K |
| Ancora Advisors LLC | 0.00% | No change | 435 | $42K |
| Cwm, LLC | 0.00% | New | 273 | $27K |
| Larson Financial Group LLC | 0.00% | No change | 275 | $27K |
| CoreCap Advisors, LLC | 0.00% | No change | 250 | $24K |
| Qube Research & Technologies Ltd | 0.00% | No change | 230 | $22K |
| Front Row Advisors LLC | 0.01% | Reduce -15.9% | 227 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 137 | $13K |
| Jones Financial Companies LLLP | 0.00% | New | 126 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 98 | $10K |
| Spire Wealth Management | 0.00% | Reduce -52.0% | 84 | $8K |
| Kelly Financial Services LLC | 0.00% | Reduce -87.5% | 13 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $296 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $97 |
"% 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.