iShares ESG MSCI USA LeadersSUSLETF
13F holders, Q2 2025 (June 30)165holders +8
12new positions
4sold out
2famous investors
$108.39avg. 13F price*
At the end of Q2 2025, 165 institutions reported holding iShares ESG MSCI USA Leaders (SUSL) in their 13F filings, up 8 from Q1 2025. 12 opened new positions and 4 sold out. The largest holders were Bank of Italy ($179.1M), Mercer Global Advisors Inc. ($86.1M) and Envestnet Asset Management Inc. ($74.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $12.1M |
| Exits | 4 | $3.8M |
All 13F filers, Q1 2025 → Q2 2025: 211,616 shares bought and 257,879 shares sold, net −46,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Bank of Italy | 8.65% | No change | 1,653,185 | $179.1M |
| Mercer Global Advisors Inc. | 0.19% | Reduce -1.9% | 794,658 | $86.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.3% | 688,104 | $74.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 460,643 | $49.9M |
| FMR LLC | 0.00% | Reduce -7.6% | 388,794 | $42.1M |
| Royal Bank of Canada | 0.01% | Add +3.5% | 362,592 | $39.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +0.5% | 241,388 | $26.4M |
| Creative Planning | 0.02% | Reduce -3.3% | 217,973 | $23.6M |
| Allworth Financial LP | 0.10% | Add +0.7% | 189,743 | $20.6M |
| Ellevest, Inc. | 2.21% | Add +7.1% | 127,760 | $13.8M |
| GeoWealth Management, LLC | 0.40% | Reduce -14.9% | 94,721 | $10.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Reduce -2.2% | 80,013 | $8.7M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -4.6% | 79,791 | $8.6M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -10.2% | 78,194 | $8.5M |
| Pathstone Holdings, LLC | 0.03% | New | 77,332 | $8.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -19.5% | 73,469 | $8.0M |
| W Advisors, LLC | 4.24% | Reduce -3.0% | 68,193 | $7.4M |
| One Wealth Advisors, LLC | 0.98% | Reduce -7.4% | 64,996 | $7.0M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Reduce -2.2% | 63,663 | $6.9M |
| Bank of America Corp. | 0.00% | Reduce -7.3% | 59,741 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.9% | 57,611 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +55.9% | 53,621 | $5.8M |
| Bluestem Financial Advisors, LLC | 2.30% | Reduce -4.6% | 49,563 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +284.0% | 46,871 | $5.1M |
| SK Wealth Management, LLC | 2.07% | Add +2.3% | 43,736 | $4.8M |
| Integrated Wealth Concepts LLC | 0.05% | Add +0.5% | 43,930 | $4.8M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.1% | 42,460 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.7% | 31,443 | $3.4M |
| Bfsg, LLC | 0.34% | Add +0.0% | 28,416 | $3.1M |
| Sax Wealth Advisors, LLC | 0.16% | Reduce -4.3% | 24,945 | $2.7M |
| Corient Private Wealth LP | 0.00% | Add +2.0% | 23,602 | $2.6M |
| LPL Financial LLC | 0.00% | Add +5.4% | 23,200 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 22,546 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +12.4% | 22,527 | $2.4M |
| Omega Financial Group, LLC | 0.87% | Add +0.5% | 22,327 | $2.4M |
| Kickstand Ventures, Llc. | 0.49% | Reduce -7.3% | 19,372 | $2.1M |
| Walkner Condon Financial Advisors LLC | 0.38% | Reduce -1.3% | 19,217 | $2.1M |
| Brookstone Capital Management | 0.03% | Reduce -6.8% | 18,312 | $2.0M |
| Mather Group, Llc. | 0.02% | Add +5.1% | 17,252 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | No change | 16,552 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,387 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.14% | Add +0.7% | 16,194 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -0.0% | 15,759 | $1.7M |
| Values Added Financial LLC | 0.82% | No change | 15,516 | $1.7M |
| Keebeck Wealth Management | 0.22% | Reduce -1.0% | 15,261 | $1.7M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -8.1% | 13,927 | $1.5M |
| Orgel Wealth Management, LLC | 0.04% | Add +3.9% | 13,770 | $1.5M |
| Cypress Wealth Services, LLC | 0.26% | Reduce -0.1% | 13,574 | $1.5M |
| Bond & Devick Financial Network, Inc. | 0.48% | Add +5.4% | 13,229 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.1% | 12,019 | $1.3M |
| Bluespring Wealth Management, LLC | 0.12% | Add +10.1% | 12,010 | $1.3M |
| Obsido Oy | 0.96% | Add +2.9% | 11,647 | $1.3M |
| Affinity Capital Advisors, LLC | 0.20% | Reduce -2.7% | 10,581 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.4% | 9,718 | $1.1M |
| Compass Ion Advisors, LLC | 0.11% | No change | 9,600 | $1.0M |
| Mgo One Seven LLC | 0.03% | Reduce -14.0% | 9,588 | $1.0M |
| Two Sigma Investments, LP | 0.00% | New | 9,500 | $1.0M |
| My Legacy Advisors, LLC | 0.35% | Reduce -2.9% | 9,025 | $990K |
| Martin Worley Group | 0.46% | No change | 8,744 | $947K |
| Stifel Financial Corp. | 0.00% | Add +3.8% | 8,197 | $888K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.4% | 8,180 | $886K |
| Blair William & Co. | 0.00% | Add +0.2% | 8,135 | $881K |
| Friedenthal Financial | 0.47% | Reduce -44.9% | 7,880 | $854K |
| Citadel Advisors | 0.00% | Add +6.5% | 7,874 | $853K |
| One Capital Management, LLC | 0.03% | No change | 7,760 | $841K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.4% | 7,687 | $833K |
| Csenge Advisory Group | 0.04% | Reduce -9.8% | 8,022 | $831K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +11.6% | 7,538 | $817K |
| O'shaughnessy Asset Management, LLC | 0.01% | No change | 7,243 | $785K |
| IMS Capital Management | 0.37% | No change | 7,213 | $782K |
| Park Avenue Securities LLC | 0.01% | Add +2.6% | 7,031 | $762K |
| Cetera Investment Advisers | 0.00% | Add +52.3% | 6,866 | $744K |
| WealthPlan Investment Management, LLC | 0.05% | New | 6,480 | $702K |
| Charter Oak Capital Management, LLC | 0.06% | No change | 6,240 | $676K |
| SouthState Bank Corp | 0.03% | Add +3.9% | 6,154 | $667K |
| HB Wealth Management, LLC | 0.01% | Reduce -0.7% | 6,053 | $656K |
| Aries Wealth Management | 0.17% | No change | 5,976 | $648K |
| Private Advisor Group, LLC | 0.00% | Add +3.6% | 5,848 | $634K |
| GenTrust, LLC | 0.03% | No change | 5,675 | $615K |
| RVW Wealth, LLC | 0.05% | Add +81.0% | 5,632 | $610K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.5% | 5,622 | $609K |
| Beacon Financial Group | 0.06% | Reduce -6.3% | 5,443 | $590K |
| Captrust Financial Advisors | 0.00% | No change | 4,893 | $530K |
| Wealth Alliance, LLC | 0.06% | Reduce -24.4% | 4,832 | $524K |
| PFG Investments, LLC | 0.03% | Add +0.2% | 4,806 | $521K |
| SkyView Investment Advisors, LLC | 0.07% | Reduce -2.3% | 4,764 | $514K |
| Relyea Zuckerberg Hanson LLC | 0.06% | New | 4,719 | $511K |
| Fragasso Financial Advisors Inc | 0.03% | Add +9.8% | 4,620 | $501K |
| Shared Vision Wealth Group LLC | 0.25% | Reduce -0.2% | 4,479 | $499K |
| Apexium Financial, LP | 0.03% | Add +34.8% | 4,509 | $489K |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 4,501 | $488K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -2.3% | 4,445 | $482K |
| United Asset Strategies, Inc. | 0.04% | Add +4.2% | 4,378 | $474K |
| Mariner, LLC | 0.00% | Add +6.2% | 4,237 | $459K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +7.3% | 4,205 | $456K |
| Firethorn Wealth Partners, LLC | 0.20% | Reduce -0.2% | 4,203 | $455K |
| Vested Financial Planning, LLC | 0.38% | No change | 3,940 | $427K |
| Sweeney & Michel, LLC | 0.15% | Add +2.2% | 3,853 | $421K |
| Novare Capital Management LLC | 0.03% | No change | 3,885 | $421K |
| Wharton Business Group, LLC | 0.02% | No change | 3,875 | $420K |
"% 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.