iShares ESG MSCI USA LeadersSUSLETF
13F holders, Q2 2026 (June 30)195holders +2
18new positions
13sold out
2famous investors
$132.61avg. 13F price*
At the end of Q2 2026, 195 institutions reported holding iShares ESG MSCI USA Leaders (SUSL) in their 13F filings, up 2 from Q1 2026. 18 opened new positions and 13 sold out. The largest holders were Bank of Italy ($117.9M), Mercer Global Advisors Inc. ($90.5M) and FMR LLC ($64.4M). 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $15.1M |
| Exits | 13 | $18.9M |
All 13F filers, Q1 2026 → Q2 2026: 337,720 shares bought and 277,194 shares sold, net +60,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| Bank of Italy | 5.37% | No change | 887,779 | $117.9M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -3.5% | 681,991 | $90.5M |
| FMR LLC | 0.00% | Add +6.6% | 485,256 | $64.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 422,643 | $55.7M |
| Royal Bank of Canada | 0.01% | Add +1.3% | 381,495 | $50.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.4% | 201,362 | $26.6M |
| Creative Planning | 0.02% | Reduce -3.2% | 198,802 | $26.4M |
| Allworth Financial LP | 0.11% | Add +1.4% | 193,400 | $25.7M |
| Ellevest, Inc. | 2.56% | Add +4.6% | 163,219 | $21.7M |
| Pathstone Holdings, LLC | 0.06% | Add +26.8% | 145,170 | $19.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Add +5.0% | 86,464 | $11.5M |
| Trilogy Capital Inc. | 0.42% | Add +3.6% | 80,901 | $10.7M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -0.9% | 78,919 | $10.5M |
| OneDigital Investment Advisors LLC | 0.09% | Add +0.7% | 77,823 | $10.3M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Reduce -2.9% | 77,743 | $10.3M |
| Xena Financial Planning, LLC | 8.96% | Add +17.5% | 70,355 | $9.3M |
| Bank of America Corp. | 0.00% | Add +4.2% | 64,884 | $8.6M |
| One Wealth Advisors, LLC | 0.90% | Reduce -0.3% | 61,596 | $8.2M |
| SK Wealth Management, LLC | 1.53% | Reduce -2.7% | 49,426 | $6.8M |
| Quantinno Capital Management LP | 0.01% | Add +99.4% | 50,170 | $6.7M |
| Bluestem Financial Advisors, LLC | 2.33% | Add +1.7% | 50,128 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.9% | 48,949 | $6.5M |
| W Advisors, LLC | 2.84% | Reduce -11.6% | 47,110 | $6.3M |
| GeoWealth Management, LLC | 0.18% | Reduce -13.9% | 43,947 | $5.8M |
| Jane Street Group, LLC | 0.00% | Add +1536.5% | 42,467 | $5.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -0.8% | 41,383 | $5.5M |
| LPL Financial LLC | 0.00% | Add +10.4% | 41,239 | $5.5M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -0.7% | 40,057 | $5.3M |
| Susquehanna International Group, LLP | 0.00% | New | 37,597 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.2% | 31,636 | $4.2M |
| Osaic Holdings, Inc. | 0.00% | Add +2.7% | 29,219 | $3.9M |
| Bfsg, LLC | 0.33% | No change | 28,404 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +3.2% | 24,478 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 23,613 | $3.1M |
| HB Wealth Management, LLC | 0.02% | Add +23.0% | 23,443 | $3.1M |
| GTS Securities LLC | 0.07% | Add +5.3% | 23,404 | $3.1M |
| Brookstone Capital Management | 0.03% | Add +6.8% | 23,106 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | No change | 20,906 | $2.8M |
| Bailard, Inc. | 0.05% | New | 18,479 | $2.5M |
| Bluespring Wealth Management, LLC | 0.05% | Add +55.5% | 18,022 | $2.4M |
| Omega Financial Group, LLC | 0.73% | Reduce -4.1% | 18,019 | $2.4M |
| Citigroup Inc. | 0.00% | Add +528.9% | 17,892 | $2.4M |
| Bond & Devick Financial Network, Inc. | 0.57% | Add +9.1% | 17,511 | $2.3M |
| Kickstand Ventures, Llc. | 0.42% | No change | 17,483 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,387 | $2.2M |
| Mather Group, Llc. | 0.02% | Reduce -1.3% | 16,140 | $2.1M |
| Walkner Condon Financial Advisors LLC | 0.24% | Reduce -7.2% | 15,798 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -5.0% | 15,750 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | No change | 15,647 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -1.5% | 15,502 | $2.1M |
| Keebeck Wealth Management | 0.20% | Reduce -0.5% | 15,101 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -35.1% | 14,515 | $1.9M |
| Values Added Financial LLC | 0.67% | Reduce -9.4% | 14,052 | $1.9M |
| Obsido Oy | 0.98% | Add +3.4% | 13,849 | $1.8M |
| Orgel Wealth Management, LLC | 0.03% | Reduce -0.9% | 13,411 | $1.8M |
| Sax Wealth Advisors, LLC | 0.07% | Add +0.1% | 15,460 | $1.8M |
| Cypress Wealth Services, LLC | 0.22% | Reduce -2.2% | 13,229 | $1.8M |
| Mgo One Seven LLC | 0.03% | No change | 12,635 | $1.7M |
| Citadel Advisors | 0.00% | New | 12,373 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +65.8% | 11,263 | $1.5M |
| Affinity Capital Advisors, LLC | 0.17% | Reduce -12.7% | 10,577 | $1.4M |
| Mission Wealth Management, LP | 0.02% | New | 10,375 | $1.4M |
| Compass Ion Advisors, LLC | 0.11% | Add +0.8% | 9,787 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 9,409 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +6.0% | 8,805 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.5% | 8,723 | $1.2M |
| Blair William & Co. | 0.00% | Add +1.5% | 8,559 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +6.8% | 8,467 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.6% | 8,414 | $1.1M |
| Retirement Capital Strategies | 0.39% | Add +336.9% | 8,350 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.2% | 7,756 | $1.0M |
| Vise Technologies, Inc. | 0.01% | New | 7,635 | $1.0M |
| Csenge Advisory Group | 0.04% | Reduce -2.1% | 7,632 | $1.0M |
| Friedenthal Financial | 0.45% | No change | 7,281 | $967K |
| Crusonia Wealth Advisors LLC | 0.16% | Add +0.3% | 7,275 | $966K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.2% | 7,244 | $962K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.8% | 7,231 | $960K |
| Corient Private Wealth LP | 0.00% | Reduce -63.6% | 6,922 | $919K |
| United Capital Financial Advisors, LLC | 0.01% | Add +52.5% | 6,879 | $914K |
| GTS Financial, LLC | 0.60% | Add +1.5% | 7,536 | $817K |
| Aries Wealth Management | 0.16% | No change | 6,051 | $803K |
| RVW Wealth, LLC | 0.05% | Add +2.2% | 5,845 | $776K |
| WealthPlan Investment Management, LLC | 0.04% | No change | 5,759 | $765K |
| PFG Investments, LLC | 0.03% | Add +0.0% | 5,569 | $739K |
| Beacon Financial Group | 0.07% | No change | 5,443 | $723K |
| Park Avenue Securities LLC | 0.00% | Reduce -6.1% | 5,259 | $698K |
| Brown Advisory Inc. | 0.00% | New | 5,150 | $684K |
| Commerce Bank | 0.00% | Add +127.4% | 5,058 | $672K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -5.0% | 5,022 | $667K |
| JGP Wealth Management, LLC | 0.06% | Add +5.0% | 5,011 | $665K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.2% | 4,995 | $663K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.2% | 4,768 | $633K |
| SmartHarvest Portfolios, LLC | 0.20% | No change | 4,655 | $618K |
| Merit Financial Group, LLC | 0.00% | Reduce -13.0% | 4,554 | $605K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 4,529 | $601K |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 4,509 | $599K |
| Shared Vision Wealth Group LLC | 0.20% | No change | 4,479 | $595K |
| Reynders McVeigh Capital Management, LLC | 0.03% | New | 4,356 | $578K |
| Compound Planning, Inc. | 0.01% | Reduce -0.4% | 4,136 | $549K |
| Firethorn Wealth Partners, LLC | 0.17% | Reduce -1.6% | 4,072 | $541K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +70.2% | 4,026 | $534K |
| BlackRock, Inc. | 0.00% | No change | 3,998 | $531K |
| CI Investments Inc. | 0.00% | Reduce -4.9% | 3,919 | $520K |
| Cerity Partners LLC | 0.00% | Add +36.4% | 3,881 | $515K |
| Mariner, LLC | 0.00% | No change | 3,727 | $495K |
| Peak Retirement Planning, Inc. | 0.08% | Add +45.1% | 3,700 | $491K |
| Novare Capital Management LLC | 0.03% | No change | 3,638 | $483K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.2% | 3,617 | $480K |
| Madson Wealth Advisors Inc | 0.32% | Reduce -6.4% | 3,550 | $471K |
| Foster Group, Inc. | 0.01% | Reduce -0.9% | 3,478 | $462K |
| Horizon Wealth Management, LLC | 0.06% | Add +2.0% | 3,473 | $461K |
| Sweeney & Michel, LLC | 0.12% | Reduce -1.3% | 3,305 | $456K |
| Win Advisors, Inc. | 0.16% | Reduce -9.6% | 3,411 | $453K |
| Strategic Blueprint, LLC | 0.02% | No change | 3,408 | $452K |
| Private Advisor Group, LLC | 0.00% | Reduce -41.0% | 3,369 | $447K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Reduce -1.3% | 3,314 | $440K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 3,222 | $428K |
| MKT Advisors LLC | 0.13% | No change | 3,130 | $415K |
| GenTrust, LLC | 0.02% | No change | 3,112 | $413K |
| MML Investors Services, LLC | 0.00% | Add +10.1% | 3,060 | $406K |
| Landaas & Co. /Wi | 0.07% | No change | 3,021 | $401K |
| Morgan Stanley | 0.00% | Add +15.9% | 2,956 | $392K |
| Veridan Wealth LLC | 0.14% | Reduce -2.7% | 2,918 | $387K |
| Kestra Advisory Services, LLC | 0.00% | Add +39.0% | 2,900 | $385K |
| BOS Asset Management, LLC | 0.09% | No change | 2,872 | $381K |
| EP Wealth Advisors, LLC | 0.00% | No change | 2,819 | $374K |
| Bigelow Investment Advisors, LLC | 0.14% | Add +0.1% | 2,814 | $374K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.4% | 2,806 | $373K |
| AQR Capital Management | 0.00% | No change | 2,771 | $368K |
| Balance Wealth Partners LLC | 0.10% | Reduce -12.2% | 2,770 | $368K |
| Parallel Advisors, LLC | 0.01% | No change | 2,763 | $367K |
| IFP Advisors, Inc | 0.01% | No change | 2,743 | $364K |
| Captrust Financial Advisors | 0.00% | No change | 2,618 | $348K |
| Ridgeline Wealth, LLC | 0.20% | Reduce -0.0% | 2,557 | $339K |
| Vested Financial Planning, LLC | 0.23% | No change | 2,549 | $338K |
| Marino, Stram & Associates LLC | 0.05% | No change | 2,451 | $325K |
| Abundance Wealth Counselors | 0.02% | New | 2,438 | $324K |
| NewEdge Advisors, LLC | 0.00% | New | 2,418 | $321K |
| One Capital Management, LLC | 0.01% | No change | 2,797 | $318K |
| Zhang Financial LLC | 0.01% | No change | 2,334 | $310K |
| Firestone Capital Management | 0.06% | Add +0.2% | 2,319 | $308K |
| Lodestar Private Asset Management LLC | 0.03% | Add +0.2% | 2,233 | $297K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,200 | $292K |
| Wharton Business Group, LLC | 0.01% | Reduce -19.3% | 2,200 | $292K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -0.1% | 2,203 | $292K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,082 | $276K |
| Milestone Asset Management Group, LLC | 0.14% | Reduce -3.9% | 2,019 | $268K |
| Diversified Trust Co. | 0.00% | No change | 1,901 | $252K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 1,862 | $247K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | No change | 1,814 | $241K |
| Janney Montgomery Scott LLC | 0.00% | No change | 1,800 | $239K |
| Wealth Alliance, LLC | 0.02% | No change | 1,782 | $237K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -37.3% | 1,773 | $235K |
| Confluence Wealth Services, Inc. | 0.01% | New | 1,752 | $233K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 1,738 | $231K |
| Meridian Financial Partners LLC | 0.08% | New | 1,695 | $226K |
| First Pacific Financial | 0.03% | Add +0.2% | 1,698 | $225K |
| Summitry LLC | 0.01% | New | 1,619 | $215K |
| Cascade Financial Partners, LLC | 0.02% | New | 1,616 | $215K |
| SWS Partners | 0.05% | New | 1,600 | $212K |
| Davis Wealth Advisors, LLC | 0.16% | Reduce -36.9% | 1,583 | $210K |
| Advisory Services Network, LLC | 0.00% | Add +3.9% | 1,547 | $205K |
| Glassy Mountain Advisors, Inc. | 0.05% | Add +0.2% | 1,441 | $191K |
| Your Advocates Ltd., LLP | 0.05% | Add +0.3% | 1,421 | $189K |
| National Bank of Canada | 0.00% | No change | 1,245 | $165K |
| Family Capital Trust Co | 0.05% | No change | 1,200 | $159K |
| Larson Financial Group LLC | 0.00% | Add +32.9% | 1,094 | $145K |
| Keystone Financial Group, Inc. | 0.07% | No change | 1,054 | $140K |
| US Bancorp \de | 0.00% | No change | 1,028 | $136K |
| GHP Investment Advisors, Inc. | 0.00% | Add +198.4% | 955 | $127K |
| AE Wealth Management LLC | 0.00% | Add +2.4% | 881 | $117K |
| DT Investment Partners, LLC | 0.01% | Add +1.9% | 652 | $87K |
| Vanguard Advisers Inc. | 0.00% | Reduce -0.2% | 563 | $75K |
| UBS Group AG | 0.00% | Add +57.5% | 471 | $63K |
| Community Financial Services Group, LLC | 0.01% | No change | 444 | $59K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -4.6% | 437 | $58K |
| Midway Capital Research & Management | 0.04% | No change | 400 | $53K |
| Oakmont Advisory Group, LLC | 0.04% | New | 361 | $48K |
| Signaturefd, LLC | 0.00% | New | 285 | $38K |
| Triumph Capital Management | 0.01% | Reduce -22.2% | 280 | $37K |
| Harbour Investments, Inc. | 0.00% | No change | 267 | $35K |
| CoreCap Advisors, LLC | 0.00% | No change | 250 | $33K |
| Ancora Advisors LLC | 0.00% | No change | 248 | $33K |
| Global Retirement Partners, LLC | 0.00% | — | 217 | $29K |
| Noble Wealth Management PBC | 0.01% | No change | 180 | $24K |
| Glassman Wealth Services | 0.00% | No change | 172 | $23K |
| Capitol Family Office, Inc. | 0.02% | No change | 155 | $21K |
| Gladwyn Financial Advisors, Inc. | 0.01% | No change | 129 | $17K |
| Front Row Advisors LLC | 0.00% | Reduce -41.4% | 123 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.0% | 91 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -11.2% | 87 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 75 | $10K |
| Rossby Financial, LCC | 0.00% | No change | 57 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 46 | $6K |
| Abound Wealth Management | 0.00% | No change | 25 | $3K |
"% 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.