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 |
| Horizon Wealth Management, LLC | 0.06% | Add +7.4% | 3,371 | $409K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | — | 3,357 | $407K |
| Balance Wealth Partners LLC | 0.13% | Reduce -8.9% | 3,336 | $404K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -29.9% | 3,257 | $395K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 3,222 | $391K |
| MKT Advisors LLC | 0.13% | No change | 3,130 | $382K |
| GenTrust, LLC | 0.02% | Reduce -45.2% | 3,112 | $377K |
| Veridan Wealth LLC | 0.13% | Reduce -1.4% | 3,076 | $373K |
| Landaas & Co. /Wi | 0.08% | No change | 3,021 | $366K |
| United Asset Strategies, Inc. | 0.03% | Reduce -4.6% | 2,930 | $355K |
| MML Investors Services, LLC | 0.00% | Add +7.4% | 2,880 | $349K |
| BOS Asset Management, LLC | 0.09% | No change | 2,872 | $348K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.1% | 2,866 | $347K |
| Cerity Partners LLC | 0.00% | No change | 2,845 | $345K |
| EP Wealth Advisors, LLC | 0.00% | — | 2,819 | $342K |
| Wharton Business Group, LLC | 0.01% | Reduce -27.5% | 2,810 | $341K |
| One Capital Management, LLC | 0.01% | Reduce -64.0% | 2,797 | $339K |
| AQR Capital Management | 0.00% | No change | 2,771 | $336K |
| Parallel Advisors, LLC | 0.01% | No change | 2,763 | $335K |
| IFP Advisors, Inc | 0.01% | Reduce -0.3% | 2,747 | $333K |
| Captrust Financial Advisors | 0.00% | Reduce -16.6% | 2,688 | $326K |
| Ridgeline Wealth, LLC | 0.22% | Reduce -0.1% | 2,558 | $310K |
| Citigroup Inc. | 0.00% | Add +11.8% | 2,514 | $305K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -16.7% | 2,506 | $304K |
| Marino, Stram & Associates LLC | 0.05% | No change | 2,451 | $297K |
| Davis Wealth Advisors, LLC | 0.24% | New | 2,383 | $289K |
| Firestone Capital Management | 0.06% | Reduce -18.1% | 2,308 | $280K |
| Milestone Asset Management Group, LLC | 0.15% | Add +0.0% | 2,249 | $273K |
| PNC Financial Services Group, Inc. | 0.00% | Add +61.2% | 2,231 | $271K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -3.2% | 2,223 | $270K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,200 | $267K |
| Cwm, LLC | 0.00% | Add +6.9% | 2,177 | $264K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 2,152 | $261K |
| Diversified Trust Co. | 0.00% | No change | 2,006 | $243K |
| Retirement Capital Strategies | 0.09% | No change | 1,911 | $232K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +3.4% | 1,862 | $226K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | — | 1,814 | $220K |
| Janney Montgomery Scott LLC | 0.00% | No change | 1,800 | $218K |
| Wealth Alliance, LLC | 0.02% | New | 1,782 | $216K |
| Confluence Wealth Services, Inc. | 0.01% | Add +1.0% | 1,773 | $215K |
| Sunbelt Securities, Inc. | 0.01% | Add +16.7% | 1,709 | $207K |
| First Pacific Financial | 0.03% | Add +0.3% | 1,690 | $205K |
| Meridian Financial Partners LLC | 0.08% | New | 1,669 | $205K |
| BlackRock, Inc. | 0.00% | Add +1008.2% | 1,629 | $198K |
| Clarity Asset Management, Inc. | 0.10% | Reduce -1.2% | 1,462 | $177K |
| Glassy Mountain Advisors, Inc. | 0.05% | Add +0.3% | 1,434 | $174K |
| Evergreen Private Wealth LLC | 0.07% | No change | 1,418 | $172K |
| National Bank of Canada | 0.00% | New | 1,245 | $151K |
| Larson Financial Group LLC | 0.00% | Add +222.8% | 1,204 | $146K |
| Family Capital Trust Co | 0.05% | No change | 1,200 | $146K |
| Keystone Financial Group, Inc. | 0.07% | Add +100.8% | 1,054 | $128K |
| US Bancorp \de | 0.00% | No change | 1,028 | $125K |
| NewEdge Advisors, LLC | 0.00% | No change | 990 | $120K |
| AE Wealth Management LLC | 0.00% | Reduce -44.5% | 860 | $104K |
| Kestra Advisory Services, LLC | 0.00% | New | 661 | $80K |
| DT Investment Partners, LLC | 0.01% | Add +8.5% | 640 | $78K |
| Your Advocates Ltd., LLP | 0.02% | Reduce -49.3% | 532 | $64K |
| Hantz Financial Services, Inc. | 0.00% | New | 458 | $56K |
| Clean Yield Group | 0.02% | No change | 455 | $55K |
| Turning Point Benefit Group, Inc. | 0.02% | New | 384 | $47K |
| Triumph Capital Management | 0.01% | New | 360 | $44K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 320 | $39K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 302 | $37K |
| Navalign, LLC | 0.01% | New | 269 | $33K |
| Harbour Investments, Inc. | 0.00% | No change | 267 | $32K |
| CoreCap Advisors, LLC | 0.00% | No change | 250 | $30K |
| Ancora Advisors LLC | 0.00% | No change | 248 | $30K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.9% | 216 | $26K |
| Front Row Advisors LLC | 0.01% | No change | 210 | $25K |
| Noble Wealth Management PBC | 0.01% | No change | 180 | $22K |
| Glassman Wealth Services | 0.00% | No change | 172 | $21K |
| Capitol Family Office, Inc. | 0.02% | Reduce -5.5% | 155 | $19K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 142 | $17K |
| Gladwyn Financial Advisors, Inc. | 0.01% | Add +0.8% | 129 | $16K |
| Bessemer Group Inc. | 0.00% | New | 97 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 98 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 75 | $9K |
| Fifth Third Bancorp | 0.00% | No change | 75 | $9K |
| Rossby Financial, LCC | 0.00% | New | 57 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -66.4% | 46 | $6K |
| UBS Group AG | 0.00% | Add +106.3% | 33 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 32 | $4K |
| Abound Wealth Management | 0.00% | No change | 25 | $3K |
| Financial Freedom, LLC | 0.00% | No change | 21 | $3K |
| Biltmore Family Office, LLC | 0.00% | No change | 8 | $970 |
"% 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.