iShares ESG MSCI USA LeadersSUSLETF
13F holders, Q3 2025 (September 30)175holders +10
20new positions
7sold out
2famous investors
$117.07avg. 13F price*
At the end of Q3 2025, 175 institutions reported holding iShares ESG MSCI USA Leaders (SUSL) in their 13F filings, up 10 from Q2 2025. 20 opened new positions and 7 sold out. The largest holders were Bank of Italy ($103.9M), Mercer Global Advisors Inc. ($92.7M) and JPMorgan Chase & Co. ($52.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $4.0M |
| Exits | 7 | $10.9M |
All 13F filers, Q2 2025 → Q3 2025: 157,800 shares bought and 1,622,365 shares sold, net −1,464,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Bank of Italy | 5.00% | Reduce -46.3% | 887,779 | $103.9M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -0.3% | 791,967 | $92.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 446,171 | $52.2M |
| FMR LLC | 0.00% | Add +5.6% | 410,457 | $48.0M |
| Royal Bank of Canada | 0.01% | Add +4.5% | 378,877 | $44.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.4% | 244,862 | $28.8M |
| Creative Planning | 0.02% | Reduce -6.0% | 204,873 | $24.0M |
| Allworth Financial LP | 0.10% | Add +3.8% | 196,901 | $23.0M |
| Ellevest, Inc. | 2.40% | Add +12.2% | 143,280 | $16.8M |
| GeoWealth Management, LLC | 0.37% | Reduce -8.4% | 86,794 | $10.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Add +1.2% | 81,004 | $9.5M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -0.0% | 79,787 | $9.3M |
| Pathstone Holdings, LLC | 0.04% | Add +1.2% | 78,232 | $9.2M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -0.3% | 77,951 | $9.1M |
| Robertson Stephens Wealth Management, LLC | 0.23% | Add +0.8% | 64,158 | $7.5M |
| One Wealth Advisors, LLC | 0.94% | Reduce -1.8% | 63,827 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.0% | 61,099 | $7.2M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 59,134 | $6.9M |
| W Advisors, LLC | 3.60% | Reduce -14.3% | 58,444 | $6.8M |
| SK Wealth Management, LLC | 2.32% | Add +20.7% | 52,805 | $6.2M |
| Bluestem Financial Advisors, LLC | 2.25% | Reduce -0.8% | 49,177 | $5.8M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -0.1% | 43,883 | $5.1M |
| Aptus Capital Advisors, LLC | 0.05% | Add +0.1% | 42,488 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.6% | 39,335 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -95.5% | 31,088 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.8% | 31,200 | $3.6M |
| Bfsg, LLC | 0.32% | Reduce -0.0% | 28,404 | $3.3M |
| Corient Private Wealth LP | 0.00% | Add +12.8% | 26,617 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -44.8% | 25,869 | $3.0M |
| LPL Financial LLC | 0.00% | Add +9.0% | 25,280 | $3.0M |
| Sax Wealth Advisors, LLC | 0.15% | Reduce -2.2% | 24,394 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +6.6% | 24,021 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 23,352 | $2.7M |
| Omega Financial Group, LLC | 0.86% | Reduce -2.4% | 21,802 | $2.6M |
| Brookstone Capital Management | 0.03% | Add +6.7% | 19,542 | $2.3M |
| Kickstand Ventures, Llc. | 0.47% | Reduce -6.2% | 18,167 | $2.1M |
| Mather Group, Llc. | 0.02% | Reduce -1.3% | 17,037 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | No change | 16,552 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +139.2% | 16,421 | $1.9M |
| Citadel Advisors | 0.00% | Add +108.3% | 16,405 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,387 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -0.7% | 16,088 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.29% | Reduce -17.7% | 15,822 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -0.3% | 15,707 | $1.8M |
| Values Added Financial LLC | 0.81% | No change | 15,516 | $1.8M |
| Keebeck Wealth Management | 0.21% | No change | 15,261 | $1.8M |
| Bond & Devick Financial Network, Inc. | 0.53% | Add +14.0% | 15,077 | $1.8M |
| HB Wealth Management, LLC | 0.01% | Add +137.9% | 14,403 | $1.7M |
| Orgel Wealth Management, LLC | 0.04% | Add +1.4% | 13,957 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +0.0% | 13,929 | $1.6M |
| Cypress Wealth Services, LLC | 0.26% | Reduce -1.4% | 13,388 | $1.6M |
| Obsido Oy | 0.96% | Add +6.2% | 12,366 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.1% | 12,035 | $1.4M |
| Bluespring Wealth Management, LLC | 0.12% | Reduce -0.7% | 11,929 | $1.4M |
| Affinity Capital Advisors, LLC | 0.19% | No change | 10,581 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 9,707 | $1.1M |
| Compass Ion Advisors, LLC | 0.11% | No change | 9,600 | $1.1M |
| Mgo One Seven LLC | 0.03% | Reduce -0.1% | 9,583 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 8,694 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -0.1% | 8,124 | $951K |
| Csenge Advisory Group | 0.04% | Reduce -0.3% | 7,994 | $936K |
| Friedenthal Financial | 0.48% | No change | 7,880 | $922K |
| Stifel Financial Corp. | 0.00% | Reduce -5.1% | 7,782 | $911K |
| One Capital Management, LLC | 0.03% | No change | 7,760 | $908K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.4% | 7,718 | $903K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.2% | 7,555 | $884K |
| O'shaughnessy Asset Management, LLC | 0.01% | No change | 7,243 | $848K |
| IMS Capital Management | 0.39% | Reduce -0.7% | 7,163 | $838K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -1.4% | 6,387 | $748K |
| Charter Oak Capital Management, LLC | 0.06% | No change | 6,240 | $730K |
| Aries Wealth Management | 0.17% | No change | 5,976 | $699K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 5,767 | $675K |
| GenTrust, LLC | 0.03% | No change | 5,675 | $664K |
| Park Avenue Securities LLC | 0.01% | Reduce -19.8% | 5,638 | $660K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.3% | 5,603 | $656K |
| RVW Wealth, LLC | 0.05% | Reduce -1.4% | 5,552 | $650K |
| Beacon Financial Group | 0.06% | No change | 5,443 | $637K |
| Fragasso Financial Advisors Inc | 0.04% | Add +8.3% | 5,006 | $590K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.3% | 4,731 | $554K |
| PFG Investments, LLC | 0.03% | Reduce -2.5% | 4,685 | $548K |
| SkyView Investment Advisors, LLC | 0.07% | Reduce -2.1% | 4,666 | $546K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +10.5% | 4,647 | $544K |
| Agf Management Ltd. | 0.00% | Add +27.8% | 4,600 | $538K |
| Apexium Financial, LP | 0.03% | No change | 4,509 | $528K |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 4,503 | $527K |
| Shared Vision Wealth Group LLC | 0.22% | No change | 4,479 | $527K |
| EverSource Wealth Advisors, LLC | 0.02% | No change | 4,445 | $520K |
| Mariner, LLC | 0.00% | Add +4.1% | 4,410 | $516K |
| Compound Planning, Inc. | 0.02% | New | 4,278 | $501K |
| Firethorn Wealth Partners, LLC | 0.19% | Reduce -1.6% | 4,137 | $484K |
| Vested Financial Planning, LLC | 0.38% | Add +2.0% | 4,019 | $470K |
| Novare Capital Management LLC | 0.03% | No change | 3,885 | $455K |
| Wharton Business Group, LLC | 0.02% | No change | 3,875 | $454K |
| Sweeney & Michel, LLC | 0.15% | Reduce -2.5% | 3,756 | $432K |
| Balance Wealth Partners LLC | 0.11% | Reduce -2.2% | 3,664 | $429K |
| Foster Group, Inc. | 0.01% | Add +1.3% | 3,539 | $414K |
| Morgan Stanley | 0.00% | Add +2.5% | 3,460 | $405K |
| JGP Wealth Management, LLC | 0.04% | Add +20.8% | 3,398 | $400K |
| CI Investments Inc. | 0.00% | Reduce -5.7% | 3,319 | $388K |
| Jones Financial Companies LLLP | 0.00% | Add +17.3% | 3,343 | $387K |
"% 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.