iShares ESG MSCI USA LeadersSUSLETF
13F holders, Q4 2025 (December 31)185holders +10
14new positions
9sold out
2famous investors
$121.36avg. 13F price*
At the end of Q4 2025, 185 institutions reported holding iShares ESG MSCI USA Leaders (SUSL) in their 13F filings, up 10 from Q3 2025. 14 opened new positions and 9 sold out. The largest holders were Bank of Italy ($107.7M), Mercer Global Advisors Inc. ($88.8M) and FMR LLC ($72.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $21.1M |
| Exits | 9 | $6.2M |
All 13F filers, Q3 2025 → Q4 2025: 458,708 shares bought and 240,132 shares sold, net +218,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Bank of Italy | 4.68% | No change | 887,779 | $107.7M |
| Mercer Global Advisors Inc. | 0.14% | Reduce -7.5% | 732,489 | $88.8M |
| FMR LLC | 0.00% | Add +44.6% | 593,363 | $72.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 443,839 | $53.8M |
| Royal Bank of Canada | 0.01% | Reduce -0.9% | 375,313 | $45.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +3.9% | 254,439 | $31.3M |
| Creative Planning | 0.02% | Reduce -1.1% | 202,524 | $24.6M |
| Allworth Financial LP | 0.10% | Reduce -2.7% | 191,568 | $23.2M |
| National Philanthropic Trust | 0.19% | New | 156,176 | $18.9M |
| Ellevest, Inc. | 2.49% | Add +3.6% | 148,459 | $18.0M |
| Pathstone Holdings, LLC | 0.05% | Add +27.5% | 99,715 | $12.1M |
| Bank of America Corp. | 0.00% | Add +53.3% | 90,642 | $11.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Add +2.6% | 83,118 | $10.1M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -1.0% | 78,991 | $9.6M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -1.6% | 76,728 | $9.3M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Add +13.2% | 72,632 | $8.8M |
| One Wealth Advisors, LLC | 0.94% | Reduce -1.1% | 63,122 | $7.7M |
| W Advisors, LLC | 3.47% | Reduce -2.6% | 56,947 | $6.9M |
| GeoWealth Management, LLC | 0.25% | Reduce -35.0% | 56,439 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.7% | 55,787 | $6.8M |
| SK Wealth Management, LLC | 1.76% | Reduce -3.1% | 51,148 | $6.3M |
| Bluestem Financial Advisors, LLC | 2.30% | Reduce -0.1% | 49,132 | $6.0M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -2.3% | 42,861 | $5.2M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -0.2% | 42,411 | $5.1M |
| Xena Financial Planning, LLC | 5.94% | — | 41,724 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.9% | 29,684 | $3.6M |
| Bfsg, LLC | 0.34% | No change | 28,404 | $3.4M |
| LPL Financial LLC | 0.00% | Add +3.1% | 26,053 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 24,775 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.0% | 23,811 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 23,507 | $2.9M |
| Omega Financial Group, LLC | 0.84% | Reduce -4.7% | 20,788 | $2.5M |
| Brookstone Capital Management | 0.03% | Add +6.2% | 20,747 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -28.2% | 19,108 | $2.3M |
| Kickstand Ventures, Llc. | 0.46% | No change | 18,167 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +8.4% | 17,937 | $2.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +42.3% | 17,129 | $2.1M |
| Mather Group, Llc. | 0.02% | No change | 17,037 | $2.1M |
| HB Wealth Management, LLC | 0.01% | Add +17.9% | 16,986 | $2.1M |
| Walkner Condon Financial Advisors LLC | 0.28% | Add +6.8% | 16,901 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,387 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 16,217 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -0.6% | 15,999 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -0.0% | 15,706 | $1.9M |
| Values Added Financial LLC | 0.79% | No change | 15,516 | $1.9M |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -36.7% | 15,452 | $1.9M |
| Keebeck Wealth Management | 0.21% | No change | 15,261 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.9% | 14,646 | $1.8M |
| Bond & Devick Financial Network, Inc. | 0.49% | Reduce -3.9% | 14,493 | $1.8M |
| Orgel Wealth Management, LLC | 0.04% | Reduce -1.5% | 13,742 | $1.7M |
| Cypress Wealth Services, LLC | 0.22% | No change | 13,388 | $1.6M |
| Obsido Oy | 1.00% | Add +8.1% | 13,367 | $1.6M |
| Affinity Capital Advisors, LLC | 0.18% | No change | 10,581 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.8% | 9,789 | $1.2M |
| Compass Ion Advisors, LLC | 0.11% | No change | 9,600 | $1.2M |
| Mgo One Seven LLC | 0.02% | Reduce -2.6% | 9,336 | $1.1M |
| Bluespring Wealth Management, LLC | 0.09% | Reduce -25.9% | 8,844 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -37.5% | 8,708 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.1% | 8,514 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -48.1% | 8,514 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -0.8% | 8,060 | $977K |
| Csenge Advisory Group | 0.04% | Add +0.1% | 8,000 | $970K |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 7,695 | $933K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.0% | 7,679 | $931K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.3% | 7,544 | $915K |
| Friedenthal Financial | 0.46% | Reduce -7.6% | 7,281 | $883K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -4.9% | 7,187 | $871K |
| Crusonia Wealth Advisors LLC | 0.17% | — | 6,350 | $770K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -1.7% | 6,281 | $762K |
| Perigon Wealth Management, LLC | 0.01% | Add +10.6% | 6,198 | $752K |
| Charter Oak Capital Management, LLC | 0.06% | Reduce -1.3% | 6,159 | $747K |
| Aries Wealth Management | 0.16% | No change | 5,976 | $725K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.5% | 5,737 | $696K |
| RVW Wealth, LLC | 0.05% | Add +3.0% | 5,721 | $694K |
| Park Avenue Securities LLC | 0.01% | Reduce -2.4% | 5,505 | $668K |
| Beacon Financial Group | 0.07% | No change | 5,443 | $660K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.3% | 5,021 | $609K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +9.4% | 4,864 | $590K |
| JGP Wealth Management, LLC | 0.06% | Add +41.9% | 4,821 | $585K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.3% | 4,745 | $575K |
| Pathfinder Wealth Consulting, Inc. | 0.36% | — | 4,695 | $569K |
| PFG Investments, LLC | 0.03% | Add +0.0% | 4,686 | $568K |
| SmartHarvest Portfolios, LLC | 0.20% | — | 4,655 | $564K |
| Mariner, LLC | 0.00% | Add +4.3% | 4,598 | $558K |
| Shared Vision Wealth Group LLC | 0.22% | No change | 4,479 | $555K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,509 | $546K |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 4,505 | $546K |
| Merit Financial Group, LLC | 0.00% | New | 4,265 | $517K |
| SkyView Investment Advisors, LLC | 0.07% | Reduce -8.7% | 4,262 | $517K |
| Compound Planning, Inc. | 0.02% | Reduce -1.7% | 4,206 | $510K |
| Firethorn Wealth Partners, LLC | 0.19% | No change | 4,137 | $502K |
| Vested Financial Planning, LLC | 0.38% | No change | 4,019 | $487K |
| Agf Management Ltd. | 0.00% | Reduce -13.0% | 4,000 | $485K |
| Jones Financial Companies LLLP | 0.00% | Add +16.1% | 3,883 | $471K |
| Sweeney & Michel, LLC | 0.14% | Add +0.3% | 3,767 | $461K |
| Novare Capital Management LLC | 0.03% | Reduce -3.4% | 3,755 | $455K |
| Foster Group, Inc. | 0.01% | Add +2.8% | 3,638 | $441K |
| CI Investments Inc. | 0.00% | Add +9.0% | 3,619 | $439K |
| Strategic Blueprint, LLC | 0.02% | Add +11.2% | 3,408 | $413K |
| Morgan Stanley | 0.00% | Reduce -2.0% | 3,392 | $411K |
"% 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.