iShares ESG MSCI USA LeadersSUSLETF
13F holders, Q1 2025 (March 31)157holders −1
10new positions
12sold out
1famous investor
$95.70avg. 13F price*
At the end of Q1 2025, 157 institutions reported holding iShares ESG MSCI USA Leaders (SUSL) in their 13F filings, down 1 from Q4 2024. 10 opened new positions and 12 sold out. The largest holders were Bank of Italy ($158.4M), Mercer Global Advisors Inc. ($77.6M) and Envestnet Asset Management Inc. ($66.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.6M |
| Exits | 12 | $7.2M |
All 13F filers, Q4 2024 → Q1 2025: 198,197 shares bought and 423,851 shares sold, net −225,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Bank of Italy | 8.37% | No change | 1,653,185 | $158.4M |
| Mercer Global Advisors Inc. | 0.18% | Reduce -5.0% | 810,133 | $77.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -14.6% | 696,901 | $66.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.0% | 483,961 | $46.4M |
| FMR LLC | 0.00% | Add +7.1% | 420,812 | $40.3M |
| Royal Bank of Canada | 0.01% | Add +0.5% | 350,504 | $33.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.5% | 240,183 | $23.0M |
| Creative Planning | 0.02% | Add +6.4% | 225,355 | $21.6M |
| Allworth Financial LP | 0.10% | Add +0.9% | 188,350 | $17.7M |
| Ellevest, Inc. | 0.76% | Add +7.7% | 119,336 | $11.4M |
| GeoWealth Management, LLC | 0.43% | Reduce -17.6% | 111,348 | $10.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -17.8% | 91,294 | $8.7M |
| OneDigital Investment Advisors LLC | 0.10% | Add +3.5% | 87,058 | $8.3M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -3.9% | 83,621 | $8.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Add +14.3% | 81,786 | $7.8M |
| W Advisors, LLC | 4.21% | No change | 70,263 | $6.7M |
| One Wealth Advisors, LLC | 1.00% | Reduce -14.5% | 70,164 | $6.7M |
| Robertson Stephens Wealth Management, LLC | 0.23% | Add +8.4% | 65,107 | $6.2M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 64,415 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 55,455 | $5.3M |
| Bluestem Financial Advisors, LLC | 2.33% | Add +0.2% | 51,973 | $5.0M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -3.3% | 43,700 | $4.2M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -2.3% | 42,520 | $4.1M |
| SK Wealth Management, LLC | 2.04% | Add +1.6% | 42,775 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +59.3% | 35,589 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.2% | 34,400 | $3.3M |
| Bfsg, LLC | 0.33% | Add +0.0% | 28,406 | $2.7M |
| Sax Wealth Advisors, LLC | 0.18% | Reduce -7.6% | 26,063 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -7.3% | 23,145 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.7% | 22,725 | $2.2M |
| Morgan Stanley | 0.00% | Add +870.7% | 22,395 | $2.1M |
| Omega Financial Group, LLC | 0.82% | Add +8.5% | 22,215 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -6.5% | 22,016 | $2.1M |
| Kickstand Ventures, Llc. | 0.52% | Add +9.4% | 20,904 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +67.8% | 20,035 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -12.9% | 19,640 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.38% | Add +8.7% | 19,474 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | No change | 16,552 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -4.9% | 16,415 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,387 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -6.3% | 16,076 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -0.6% | 15,765 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | New | 15,568 | $1.5M |
| Values Added Financial LLC | 0.82% | Add +2.6% | 15,516 | $1.5M |
| Keebeck Wealth Management | 0.22% | Reduce -23.2% | 15,418 | $1.5M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -6.9% | 15,149 | $1.5M |
| Friedenthal Financial | 0.82% | No change | 14,290 | $1.4M |
| Cypress Wealth Services, LLC | 0.26% | Reduce -12.0% | 13,590 | $1.3M |
| Orgel Wealth Management, LLC | 0.03% | Add +14.6% | 13,256 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.44% | Add +29.0% | 12,550 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.4% | 12,206 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.1% | 12,004 | $1.2M |
| Zhang Financial LLC | 0.06% | Reduce -0.8% | 11,342 | $1.1M |
| Obsido Oy | 0.93% | Add +3.5% | 11,315 | $1.1M |
| Mgo One Seven LLC | 0.04% | Add +34.2% | 11,151 | $1.1M |
| Bluespring Wealth Management, LLC | 0.11% | Reduce -1.1% | 10,910 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.6% | 10,811 | $1.0M |
| Retirement Capital Strategies | 0.39% | Reduce -44.1% | 10,507 | $1.0M |
| Affinity Capital Advisors, LLC | 0.20% | Add +53.3% | 10,870 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -65.1% | 10,276 | $985K |
| Compass Ion Advisors, LLC | 0.11% | No change | 9,600 | $920K |
| My Legacy Advisors, LLC | 0.34% | Reduce -6.5% | 9,296 | $891K |
| Tower Research Capital LLC (TRC) | 0.03% | New | 8,932 | $856K |
| Martin Worley Group | 0.48% | No change | 8,744 | $838K |
| Csenge Advisory Group | 0.05% | Reduce -7.5% | 8,898 | $810K |
| Blair William & Co. | 0.00% | Add +0.2% | 8,121 | $778K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -12.8% | 7,958 | $762K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 7,911 | $758K |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 7,900 | $757K |
| One Capital Management, LLC | 0.03% | Reduce -14.7% | 7,760 | $743K |
| Citadel Advisors | 0.00% | Reduce -17.9% | 7,393 | $708K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +35.2% | 7,243 | $694K |
| IMS Capital Management | 0.35% | No change | 7,213 | $691K |
| Park Avenue Securities LLC | 0.01% | Add +0.1% | 6,854 | $657K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +21.5% | 6,752 | $647K |
| Wealth Alliance, LLC | 0.07% | Reduce -3.2% | 6,388 | $612K |
| Charter Oak Capital Management, LLC | 0.05% | No change | 6,240 | $598K |
| HB Wealth Management, LLC | 0.00% | Add +97.0% | 6,095 | $584K |
| Aries Wealth Management | 0.16% | No change | 5,976 | $573K |
| Perigon Wealth Management, LLC | 0.01% | New | 5,947 | $570K |
| SouthState Bank Corp | 0.03% | New | 5,921 | $567K |
| Beacon Financial Group | 0.06% | Reduce -1.2% | 5,806 | $556K |
| GenTrust, LLC | 0.03% | No change | 5,675 | $544K |
| Private Advisor Group, LLC | 0.00% | Reduce -35.1% | 5,646 | $541K |
| CI Investments Inc. | 0.00% | Add +0.9% | 5,419 | $519K |
| Captrust Financial Advisors | 0.00% | Add +0.9% | 4,893 | $469K |
| SkyView Investment Advisors, LLC | 0.07% | Add +1.7% | 4,874 | $467K |
| PFG Investments, LLC | 0.03% | Add +18.2% | 4,798 | $460K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -8.4% | 4,551 | $436K |
| Cetera Investment Advisers | 0.00% | Reduce -14.8% | 4,508 | $432K |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 4,499 | $431K |
| Shared Vision Wealth Group LLC | 0.23% | Reduce -11.9% | 4,490 | $430K |
| Firethorn Wealth Partners, LLC | 0.19% | Reduce -9.3% | 4,211 | $403K |
| Fragasso Financial Advisors Inc | 0.03% | Add +10.4% | 4,209 | $403K |
| United Asset Strategies, Inc. | 0.04% | Reduce -1.4% | 4,202 | $403K |
| Agf Management Ltd. | 0.00% | Reduce -6.7% | 4,200 | $402K |
| Mariner, LLC | 0.00% | Add +43.5% | 3,989 | $382K |
| Cerity Partners LLC | 0.00% | No change | 3,974 | $381K |
| Balance Wealth Partners LLC | 0.25% | — | 3,941 | $378K |
| Vested Financial Planning, LLC | 0.38% | Reduce -23.8% | 3,940 | $378K |
"% 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.