iShares ESG MSCI USA LeadersSUSLETF
13F holders, Q1 2026 (March 31)193holders +8
19new positions
13sold out
1famous investor
$113.40avg. 13F price*
At the end of Q1 2026, 193 institutions reported holding iShares ESG MSCI USA Leaders (SUSL) in their 13F filings, up 8 from Q4 2025. 19 opened new positions and 13 sold out. The largest holders were Bank of Italy ($100.9M), Mercer Global Advisors Inc. ($80.3M) and FMR LLC ($51.7M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $34.1M |
| Exits | 13 | $20.9M |
All 13F filers, Q4 2025 → Q1 2026: 413,163 shares bought and 465,454 shares sold, net −52,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Bank of Italy | 4.56% | No change | 887,779 | $100.9M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -3.5% | 706,838 | $80.3M |
| FMR LLC | 0.00% | Reduce -23.3% | 455,266 | $51.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 443,012 | $48.8M |
| Royal Bank of Canada | 0.01% | Add +0.4% | 376,738 | $42.8M |
| Creative Planning | 0.02% | Add +1.4% | 205,356 | $23.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -20.6% | 202,161 | $23.2M |
| Allworth Financial LP | 0.09% | Reduce -0.4% | 190,807 | $21.7M |
| Ellevest, Inc. | 2.46% | Add +5.1% | 156,004 | $17.7M |
| Pathstone Holdings, LLC | 0.05% | Add +14.8% | 114,456 | $13.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Reduce -0.9% | 82,341 | $9.4M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Add +10.3% | 80,075 | $9.1M |
| Sanctuary Advisors, LLC | 0.05% | Add +0.8% | 79,626 | $9.0M |
| Trilogy Capital Inc. | 0.40% | New | 78,073 | $8.9M |
| OneDigital Investment Advisors LLC | 0.09% | Add +0.7% | 77,261 | $8.8M |
| Flow Traders U.S. LLC | 0.24% | New | 65,760 | $7.5M |
| Kingsview Wealth Management, LLC | 0.10% | New | 62,541 | $7.1M |
| Bank of America Corp. | 0.00% | Reduce -31.3% | 62,266 | $7.1M |
| One Wealth Advisors, LLC | 0.87% | Reduce -2.1% | 61,802 | $7.0M |
| Xena Financial Planning, LLC | 7.68% | Add +43.5% | 59,878 | $6.8M |
| W Advisors, LLC | 3.10% | Reduce -6.4% | 53,299 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.8% | 51,996 | $5.9M |
| SK Wealth Management, LLC | 1.62% | Reduce -0.6% | 50,820 | $5.9M |
| GeoWealth Management, LLC | 0.21% | Reduce -9.6% | 51,047 | $5.8M |
| Bluestem Financial Advisors, LLC | 2.16% | Add +0.3% | 49,270 | $5.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -2.6% | 41,728 | $4.7M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -4.9% | 40,334 | $4.6M |
| LPL Financial LLC | 0.00% | Add +43.4% | 37,356 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +118.7% | 32,028 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.1% | 28,459 | $3.2M |
| Bfsg, LLC | 0.31% | No change | 28,404 | $3.2M |
| Quantinno Capital Management LP | 0.00% | New | 25,165 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.3% | 23,719 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.5% | 23,450 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -4.9% | 22,351 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +16.6% | 20,906 | $2.5M |
| Independent Advisor Alliance | 0.03% | New | 22,256 | $2.5M |
| GTS Securities LLC | 0.09% | New | 22,221 | $2.5M |
| Brookstone Capital Management | 0.03% | Add +4.3% | 21,639 | $2.5M |
| HB Wealth Management, LLC | 0.01% | Add +12.2% | 19,057 | $2.2M |
| Omega Financial Group, LLC | 0.70% | Reduce -9.6% | 18,785 | $2.1M |
| Kickstand Ventures, Llc. | 0.42% | Reduce -3.8% | 17,483 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -1.6% | 15,742 | $2.0M |
| Walkner Condon Financial Advisors LLC | 0.25% | Add +0.7% | 17,023 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 16,582 | $1.9M |
| Sax Wealth Advisors, LLC | 0.09% | No change | 15,452 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,387 | $1.9M |
| Mather Group, Llc. | 0.02% | Reduce -4.0% | 16,355 | $1.9M |
| Bond & Devick Financial Network, Inc. | 0.51% | Add +10.8% | 16,056 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -0.5% | 19,006 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -0.4% | 15,647 | $1.8M |
| Values Added Financial LLC | 0.74% | Reduce -0.0% | 15,513 | $1.8M |
| Keebeck Wealth Management | 0.19% | Reduce -0.6% | 15,173 | $1.7M |
| Orgel Wealth Management, LLC | 0.03% | Reduce -1.5% | 13,535 | $1.5M |
| Cypress Wealth Services, LLC | 0.22% | Add +1.0% | 13,525 | $1.5M |
| Obsido Oy | 0.92% | Add +0.2% | 13,395 | $1.5M |
| Mgo One Seven LLC | 0.03% | Add +35.3% | 12,635 | $1.4M |
| Affinity Capital Advisors, LLC | 0.19% | Add +14.4% | 12,109 | $1.4M |
| Bluespring Wealth Management, LLC | 0.11% | Add +31.0% | 11,586 | $1.3M |
| Compass Ion Advisors, LLC | 0.11% | Add +1.1% | 9,706 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.0% | 9,396 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 8,514 | $967K |
| Blair William & Co. | 0.00% | Add +4.6% | 8,434 | $958K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.6% | 8,310 | $953K |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 7,926 | $900K |
| Csenge Advisory Group | 0.04% | Reduce -2.6% | 7,793 | $885K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 7,679 | $872K |
| Perigon Wealth Management, LLC | 0.02% | Add +20.0% | 7,438 | $845K |
| Friedenthal Financial | 0.42% | No change | 7,281 | $827K |
| Crusonia Wealth Advisors LLC | 0.17% | Add +14.3% | 7,255 | $824K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.6% | 7,231 | $822K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.0% | 7,170 | $815K |
| Jones Financial Companies LLLP | 0.00% | Add +74.9% | 6,793 | $751K |
| GTS Financial, LLC | 0.56% | — | 7,426 | $711K |
| Charter Oak Capital Management, LLC | 0.05% | No change | 6,159 | $700K |
| Aries Wealth Management | 0.15% | Add +1.3% | 6,051 | $687K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -8.3% | 5,759 | $654K |
| RVW Wealth, LLC | 0.05% | No change | 5,721 | $650K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.4% | 5,714 | $649K |
| Park Avenue Securities LLC | 0.01% | Add +1.8% | 5,602 | $636K |
| PFG Investments, LLC | 0.03% | Add +18.8% | 5,567 | $632K |
| Beacon Financial Group | 0.06% | No change | 5,443 | $618K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -69.1% | 5,286 | $601K |
| Merit Financial Group, LLC | 0.00% | Add +22.7% | 5,232 | $594K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -0.7% | 4,985 | $574K |
| JGP Wealth Management, LLC | 0.06% | Reduce -1.0% | 4,774 | $542K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.3% | 4,758 | $540K |
| Pathfinder Wealth Consulting, Inc. | 0.35% | No change | 4,695 | $533K |
| SmartHarvest Portfolios, LLC | 0.22% | No change | 4,655 | $529K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -6.8% | 4,532 | $515K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.0% | 4,510 | $513K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 4,508 | $512K |
| Shared Vision Wealth Group LLC | 0.21% | No change | 4,479 | $509K |
| Compound Planning, Inc. | 0.01% | Reduce -1.2% | 4,154 | $472K |
| Firethorn Wealth Partners, LLC | 0.17% | Add +0.0% | 4,138 | $470K |
| SkyView Investment Advisors, LLC | 0.06% | Reduce -3.4% | 4,119 | $468K |
| CI Investments Inc. | 0.00% | Add +13.8% | 4,119 | $468K |
| Agf Management Ltd. | 0.00% | No change | 4,000 | $454K |
| BlackRock, Inc. | 0.00% | Add +145.4% | 3,998 | $454K |
| Madson Wealth Advisors Inc | 0.36% | — | 3,792 | $431K |
"% 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.