iShares ESG MSCI USA LeadersSUSLETF
13F holders, Q3 2024 (September 30)155holders +10
18new positions
6sold out
2famous investors
$101.49avg. 13F price*
At the end of Q3 2024, 155 institutions reported holding iShares ESG MSCI USA Leaders (SUSL) in their 13F filings, up 10 from Q2 2024. 18 opened new positions and 6 sold out. The largest holders were Bank of Italy ($325.0M), Mercer Global Advisors Inc. ($83.1M) and Envestnet Asset Management Inc. ($78.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares ESG MSCI USA Leaders
- CUSIP
- 46435U218
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $16.6M |
| Exits | 6 | $7.6M |
All 13F filers, Q2 2024 → Q3 2024: 519,686 shares bought and 217,653 shares sold, net +302,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Bank of Italy | 13.35% | No change | 3,201,532 | $325.0M |
| Mercer Global Advisors Inc. | 0.19% | Add +11.7% | 826,203 | $83.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +15.0% | 773,221 | $78.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 573,974 | $58.3M |
| Royal Bank of Canada | 0.01% | Add +4.3% | 351,441 | $35.7M |
| FMR LLC | 0.00% | Add +15.4% | 341,156 | $34.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +9.4% | 231,145 | $23.5M |
| Creative Planning | 0.02% | Reduce -0.3% | 213,495 | $21.7M |
| Allworth Financial LP | 0.12% | Add +0.1% | 195,138 | $19.8M |
| GeoWealth Management, LLC | 0.60% | Reduce -4.0% | 168,023 | $17.1M |
| Ellevest, Inc. | 0.58% | Add +11.1% | 103,911 | $10.5M |
| Principal Financial Group Inc. | 0.01% | Add +16.0% | 99,958 | $10.1M |
| OneDigital Investment Advisors LLC | 0.11% | Add +12.2% | 95,440 | $9.7M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -15.0% | 89,586 | $9.5M |
| One Wealth Advisors, LLC | 1.28% | Reduce -0.5% | 81,924 | $8.3M |
| W Advisors, LLC | 4.48% | No change | 71,714 | $7.3M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 71,260 | $7.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Reduce -14.0% | 70,994 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 70,186 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.6% | 56,743 | $5.8M |
| Bluestem Financial Advisors, LLC | 2.39% | Add +30.1% | 50,485 | $5.1M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -0.2% | 45,966 | $4.7M |
| Aptus Capital Advisors, LLC | 0.07% | Add +3.4% | 43,796 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +102.9% | 43,372 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Add +3.0% | 37,773 | $3.8M |
| SK Wealth Management, LLC | 1.84% | — | 34,373 | $3.6M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -0.2% | 31,251 | $3.2M |
| Sax Wealth Advisors, LLC | 0.26% | Reduce -0.8% | 28,766 | $2.9M |
| Bfsg, LLC | 0.34% | No change | 28,412 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.0% | 28,352 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -0.8% | 26,534 | $2.7M |
| Wealthspire Advisors, LLC | 0.02% | New | 23,939 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 23,186 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +3.4% | 22,463 | $2.3M |
| Brookstone Capital Management | 0.03% | Add +0.7% | 22,467 | $2.3M |
| Omega Financial Group, LLC | 0.81% | Reduce -2.2% | 20,991 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 20,900 | $2.1M |
| Keebeck Wealth Management | 0.30% | Reduce -3.0% | 20,192 | $2.0M |
| Retirement Capital Strategies | 0.76% | Reduce -47.5% | 19,211 | $2.0M |
| Kickstand Ventures, Llc. | 0.50% | Add +0.3% | 19,115 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.15% | Add +1.9% | 17,704 | $1.8M |
| Mather Group, Llc. | 0.02% | Reduce -1.8% | 17,261 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | No change | 16,387 | $1.7M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -1.6% | 16,275 | $1.7M |
| Cypress Wealth Services, LLC | 0.32% | Add +0.0% | 15,461 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.31% | New | 14,916 | $1.5M |
| Friedenthal Financial | 0.85% | No change | 14,290 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +9.8% | 13,548 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -23.4% | 12,674 | $1.3M |
| Bluespring Wealth Management, LLC | 0.13% | Reduce -2.4% | 12,534 | $1.3M |
| Values Added Financial LLC | 0.79% | Add +0.1% | 12,374 | $1.3M |
| Orgel Wealth Management, LLC | 0.03% | Add +0.0% | 11,761 | $1.2M |
| Zhang Financial LLC | 0.07% | New | 11,435 | $1.2M |
| My Legacy Advisors, LLC | 0.42% | Reduce -25.3% | 10,460 | $1.1M |
| Csenge Advisory Group | 0.05% | Reduce -6.9% | 10,163 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.42% | New | 9,728 | $988K |
| Compass Ion Advisors, LLC | 0.12% | No change | 9,600 | $975K |
| One Capital Management, LLC | 0.03% | Add +1.3% | 9,086 | $922K |
| Townsquare Capital LLC | 0.01% | No change | 8,562 | $869K |
| Stifel Financial Corp. | 0.00% | Add +111.8% | 8,446 | $857K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.3% | 8,254 | $838K |
| Private Advisor Group, LLC | 0.01% | Add +12.9% | 8,203 | $833K |
| Blair William & Co. | 0.00% | Reduce -2.2% | 8,140 | $826K |
| Mgo One Seven LLC | 0.04% | No change | 8,026 | $815K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.6% | 7,985 | $811K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.9% | 7,757 | $788K |
| IMS Capital Management | 0.33% | No change | 7,213 | $732K |
| Affinity Capital Advisors, LLC | 0.14% | Add +66.9% | 7,138 | $725K |
| Private Capital Management LLC | 0.13% | Reduce -2.9% | 6,980 | $709K |
| Two Sigma Investments, LP | 0.00% | New | 6,800 | $690K |
| Wealth Alliance, LLC | 0.08% | Add +8.5% | 6,475 | $657K |
| Charter Oak Capital Management, LLC | 0.06% | No change | 6,240 | $633K |
| Captrust Financial Advisors | 0.00% | Reduce -3.7% | 6,083 | $618K |
| Aries Wealth Management | 0.17% | No change | 5,976 | $607K |
| Beacon Financial Group | 0.07% | No change | 5,890 | $598K |
| GenTrust, LLC | 0.03% | No change | 5,675 | $576K |
| CI Investments Inc. | 0.00% | Reduce -3.4% | 5,644 | $573K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.1% | 5,542 | $563K |
| Cetera Investment Advisers | 0.00% | Add +7.5% | 5,142 | $522K |
| EverSource Wealth Advisors, LLC | 0.03% | No change | 5,110 | $519K |
| Shared Vision Wealth Group LLC | 0.28% | No change | 5,098 | $518K |
| Wharton Business Group, LLC | 0.02% | No change | 4,990 | $507K |
| SkyView Investment Advisors, LLC | 0.08% | Reduce -0.5% | 4,979 | $492K |
| Agf Management Ltd. | 0.00% | Add +6.8% | 4,700 | $477K |
| Firethorn Wealth Partners, LLC | 0.24% | Reduce -0.2% | 4,666 | $474K |
| CreativeOne Wealth, LLC | 0.02% | Add +7.6% | 4,649 | $472K |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 4,494 | $456K |
| United Asset Strategies, Inc. | 0.04% | Reduce -5.5% | 4,390 | $446K |
| Jane Street Group, LLC | 0.00% | New | 4,329 | $439K |
| Novare Capital Management LLC | 0.04% | No change | 4,190 | $425K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +8.4% | 4,173 | $424K |
| Win Advisors, Inc. | 0.19% | Reduce -0.1% | 3,969 | $403K |
| Redhawk Wealth Advisors, Inc. | 0.06% | New | 3,896 | $396K |
| Sweeney & Michel, LLC | 0.15% | Add +3.0% | 3,799 | $393K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +6.2% | 3,823 | $388K |
| Fragasso Financial Advisors Inc | 0.03% | No change | 3,814 | $387K |
| PFG Investments, LLC | 0.02% | Add +13.3% | 3,785 | $384K |
| Strategic Blueprint, LLC | 0.02% | Reduce -2.9% | 3,502 | $356K |
| Diversified Trust Co. | 0.01% | No change | 3,415 | $347K |
| Apexium Financial, LP | 0.02% | Add +0.2% | 3,268 | $332K |
"% 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.