iShares ESG MSCI USA LeadersSUSLETF
13F holders, Q4 2024 (December 31)158holders +3
8new positions
12sold out
1famous investor
$103.18avg. 13F price*
At the end of Q4 2024, 158 institutions reported holding iShares ESG MSCI USA Leaders (SUSL) in their 13F filings, up 3 from Q3 2024. 8 opened new positions and 12 sold out. The largest holders were Bank of Italy ($170.3M), Mercer Global Advisors Inc. ($87.9M) and Envestnet Asset Management Inc. ($84.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $7.9M |
| Exits | 12 | $6.4M |
All 13F filers, Q3 2024 → Q4 2024: 279,527 shares bought and 1,805,048 shares sold, net −1,525,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Bank of Italy | 8.46% | Reduce -48.4% | 1,653,185 | $170.3M |
| Mercer Global Advisors Inc. | 0.21% | Add +3.3% | 853,156 | $87.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.5% | 815,688 | $84.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.3% | 537,779 | $55.4M |
| FMR LLC | 0.00% | Add +15.1% | 392,822 | $40.5M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 348,647 | $35.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +1.4% | 234,266 | $24.1M |
| Creative Planning | 0.02% | Reduce -0.8% | 211,766 | $21.8M |
| Allworth Financial LP | 0.11% | Reduce -4.4% | 186,617 | $20.0M |
| GeoWealth Management, LLC | 0.46% | Reduce -19.6% | 135,106 | $13.9M |
| Principal Financial Group Inc. | 0.01% | Add +11.1% | 111,030 | $11.4M |
| Ellevest, Inc. | 0.66% | Add +6.6% | 110,771 | $11.4M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -2.9% | 86,980 | $9.2M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -11.8% | 84,139 | $8.7M |
| One Wealth Advisors, LLC | 1.25% | Add +0.2% | 82,052 | $8.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +0.8% | 71,585 | $7.4M |
| W Advisors, LLC | 4.48% | Reduce -2.0% | 70,263 | $7.2M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 68,583 | $7.1M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Add +59.0% | 60,052 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 56,574 | $5.8M |
| Bluestem Financial Advisors, LLC | 2.51% | Add +2.7% | 51,847 | $5.3M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -1.7% | 45,199 | $4.7M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.6% | 43,526 | $4.5M |
| SK Wealth Management, LLC | 2.21% | Add +22.5% | 42,109 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.2% | 40,550 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.9% | 29,470 | $3.0M |
| Bfsg, LLC | 0.34% | Reduce -0.1% | 28,394 | $2.9M |
| Sax Wealth Advisors, LLC | 0.23% | Reduce -2.0% | 28,196 | $2.9M |
| Independent Advisor Alliance | 0.04% | New | 27,208 | $2.8M |
| Corient Private Wealth LP | 0.00% | Reduce -5.9% | 24,967 | $2.6M |
| LPL Financial LLC | 0.00% | Add +1.6% | 23,555 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +0.3% | 22,546 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.5% | 22,341 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.9% | 20,714 | $2.1M |
| Omega Financial Group, LLC | 0.80% | Reduce -2.5% | 20,468 | $2.1M |
| Keebeck Wealth Management | 0.30% | Reduce -0.6% | 20,064 | $2.1M |
| Kickstand Ventures, Llc. | 0.50% | Reduce -0.0% | 19,114 | $2.0M |
| Retirement Capital Strategies | 0.73% | Reduce -2.1% | 18,807 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.38% | Add +20.1% | 17,919 | $1.8M |
| Mather Group, Llc. | 0.02% | No change | 17,261 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.16% | Reduce -3.1% | 17,152 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | New | 16,552 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,387 | $1.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +0.0% | 16,278 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.06% | New | 15,864 | $1.6M |
| Cypress Wealth Services, LLC | 0.32% | Reduce -0.1% | 15,438 | $1.6M |
| Values Added Financial LLC | 0.90% | Add +22.2% | 15,119 | $1.6M |
| Friedenthal Financial | 0.86% | No change | 14,290 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 13,785 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -49.9% | 11,988 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 11,939 | $1.2M |
| Orgel Wealth Management, LLC | 0.03% | Reduce -1.6% | 11,570 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.6% | 11,447 | $1.2M |
| Zhang Financial LLC | 0.07% | Add +0.0% | 11,436 | $1.2M |
| Bluespring Wealth Management, LLC | 0.12% | Reduce -12.0% | 11,029 | $1.1M |
| Obsido Oy | 1.01% | — | 10,938 | $1.1M |
| My Legacy Advisors, LLC | 0.40% | Reduce -4.9% | 9,946 | $1.0M |
| Csenge Advisory Group | 0.05% | Reduce -5.3% | 9,619 | $991K |
| Compass Ion Advisors, LLC | 0.12% | No change | 9,600 | $989K |
| Bond & Devick Financial Network, Inc. | 0.42% | No change | 9,728 | $988K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +17.6% | 9,121 | $940K |
| One Capital Management, LLC | 0.03% | Add +0.1% | 9,099 | $938K |
| Citadel Advisors | 0.00% | Add +282.9% | 9,002 | $928K |
| Martin Worley Group | 0.56% | — | 8,744 | $901K |
| Private Advisor Group, LLC | 0.01% | Add +6.1% | 8,704 | $897K |
| Townsquare Capital LLC | 0.01% | No change | 8,562 | $882K |
| Mgo One Seven LLC | 0.03% | Add +3.5% | 8,309 | $856K |
| Blair William & Co. | 0.00% | Reduce -0.4% | 8,107 | $835K |
| Stifel Financial Corp. | 0.00% | Reduce -6.3% | 7,916 | $816K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.9% | 7,911 | $815K |
| IMS Capital Management | 0.34% | No change | 7,213 | $743K |
| Pictet Asset Management Holding SA | 0.00% | New | 7,190 | $741K |
| Affinity Capital Advisors, LLC | 0.14% | Reduce -0.7% | 7,090 | $735K |
| Park Avenue Securities LLC | 0.01% | Reduce -17.0% | 6,848 | $706K |
| Wealth Alliance, LLC | 0.08% | Add +1.9% | 6,601 | $680K |
| Charter Oak Capital Management, LLC | 0.06% | No change | 6,240 | $643K |
| Aries Wealth Management | 0.17% | No change | 5,976 | $616K |
| Beacon Financial Group | 0.07% | Reduce -0.2% | 5,877 | $606K |
| Private Capital Management LLC | 0.12% | Reduce -16.3% | 5,846 | $602K |
| GenTrust, LLC | 0.03% | No change | 5,675 | $585K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.3% | 5,559 | $573K |
| CI Investments Inc. | 0.00% | Reduce -4.9% | 5,369 | $553K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8683.6% | 5,358 | $552K |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 5,289 | $545K |
| Vested Financial Planning, LLC | 0.50% | — | 5,169 | $533K |
| Shared Vision Wealth Group LLC | 0.28% | No change | 5,098 | $525K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -2.7% | 4,970 | $512K |
| Captrust Financial Advisors | 0.00% | Reduce -20.3% | 4,847 | $499K |
| SkyView Investment Advisors, LLC | 0.08% | Reduce -3.8% | 4,792 | $494K |
| Firethorn Wealth Partners, LLC | 0.24% | Reduce -0.5% | 4,642 | $478K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +7.8% | 4,500 | $464K |
| Agf Management Ltd. | 0.00% | Reduce -4.3% | 4,500 | $464K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 4,497 | $463K |
| United Asset Strategies, Inc. | 0.04% | Reduce -2.9% | 4,264 | $439K |
| Humankind Investments LLC | 0.11% | New | 4,105 | $424K |
| Novare Capital Management LLC | 0.04% | Reduce -2.4% | 4,090 | $421K |
| PFG Investments, LLC | 0.03% | Add +7.2% | 4,059 | $418K |
| Cerity Partners LLC | 0.00% | Add +39.7% | 3,974 | $409K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.3% | 3,909 | $403K |
| Veridan Wealth LLC | 0.19% | — | 3,856 | $400K |
"% 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.