ISHARES ESG MSCI USA LEADERS SUSL
$132.25
-0.2% 52w: $102.72 – $133.73
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data102.72118.23133.73
Jun 20, 2025 Jul 2, 2026
Institutional holders
193
+8 QoQ
13F value
$659.6M
-7.5% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns SUSL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bank of Italy ★3 | Fundamental concentrated | 887.8K | $100.9M | 4.6% | Held |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 706.8K | $80.3M | 0.1% | -3.5% |
| FMR LLC | Long only active | 455.3K | $51.7M | 0.0% | -23.3% |
| JPMORGAN CHASE & CO | Bank broker | 443.0K | $48.8M | 0.0% | -0.2% |
| ROYAL BANK OF CANADA | Bank broker | 376.7K | $42.8M | 0.0% | +0.4% |
| Creative Planning | Wealth advisor | 205.4K | $23.3M | 0.0% | +1.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 202.2K | $23.2M | 0.1% | -20.5% |
| Allworth Financial LP | Wealth advisor | 190.8K | $21.7M | 0.1% | -0.4% |
| Ellevest, Inc. | Wealth advisor | 156.0K | $17.7M | 2.5% | +5.1% |
| Pathstone Holdings, LLC | Diversified mechanical | 114.5K | $13.0M | 0.1% | +14.8% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 82.3K | $9.4M | 0.1% | -0.9% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 80.1K | $9.1M | 0.3% | +10.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 79.6K | $9.0M | 0.0% | +0.8% |
| Trilogy Capital Inc. | Wealth advisor | 78.1K | $8.9M | 0.4% | New |
| OneDigital Investment Advisors LLC | Wealth advisor | 77.3K | $8.8M | 0.1% | +0.7% |
| FLOW TRADERS U.S. LLC | Market maker | 65.8K | $7.5M | 0.2% | New |
| Kingsview Wealth Management, LLC | Wealth advisor | 62.5K | $7.1M | 0.1% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 62.3K | $7.1M | 0.0% | -31.3% |
| One Wealth Advisors, LLC | Wealth advisor | 61.8K | $7.0M | 0.9% | -2.1% |
| Xena Financial Planning, LLC | Wealth advisor | 59.9K | $6.8M | 7.7% | +43.5% |
| W ADVISORS, LLC | Wealth advisor | 53.3K | $6.1M | 3.1% | -6.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 52.0K | $5.9M | 0.0% | -6.8% |
| SK Wealth Management, LLC | Wealth advisor | 50.8K | $5.9M | 1.6% | -0.6% |
| GeoWealth Management, LLC | Wealth advisor | 51.0K | $5.8M | 0.2% | -9.6% |
| BLUESTEM FINANCIAL ADVISORS, LLC | Wealth advisor | 49.3K | $5.6M | 2.2% | +0.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 41.7K | $4.7M | 0.0% | -2.6% |
| Aptus Capital Advisors, LLC | Wealth advisor | 40.3K | $4.6M | 0.0% | -4.9% |
| LPL Financial LLC | Bank broker | 37.4K | $4.2M | 0.0% | +43.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 32.0K | $3.6M | 0.0% | +118.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 28.5K | $3.2M | 0.0% | -4.1% |
| BFSG, LLC | Other | 28.4K | $3.2M | 0.3% | Held |
| Quantinno Capital Management LP | Diversified mechanical | 25.2K | $2.9M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 23.7K | $2.7M | 0.0% | -4.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 23.4K | $2.7M | 0.0% | -1.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 22.4K | $2.5M | 0.0% | -4.9% |
| Equitable Holdings, Inc. | Wealth advisor | 20.9K | $2.5M | 0.0% | +16.6% |
| Independent Advisor Alliance | Wealth advisor | 22.3K | $2.5M | 0.0% | New |
| GTS SECURITIES LLC | Market maker | 22.2K | $2.5M | 0.1% | New |
| Brookstone Capital Management | Wealth advisor | 21.6K | $2.5M | 0.0% | +4.3% |
| HB Wealth Management, LLC | Wealth advisor | 19.1K | $2.2M | 0.0% | +12.2% |
| Omega Financial Group, LLC | Wealth advisor | 18.8K | $2.1M | 0.7% | -9.6% |
| KICKSTAND VENTURES, LLC. | Wealth advisor | 17.5K | $2.0M | 0.4% | -3.8% |
| CFS Investment Advisory Services, LLC | Wealth advisor | 15.7K | $2.0M | 0.1% | -1.6% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 17.0K | $1.9M | 0.3% | +0.7% |
| Cetera Investment Advisers | Wealth advisor | 16.6K | $1.9M | 0.0% | +2.3% |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 15.5K | $1.9M | 0.1% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 16.4K | $1.9M | 0.0% | Held |
| MATHER GROUP, LLC. | Wealth advisor | 16.4K | $1.9M | 0.0% | -4.0% |
| Bond & Devick Financial Network, Inc. | Wealth advisor | 16.1K | $1.8M | 0.5% | +10.8% |
| Corient Private Wealth LLC | Diversified mechanical | 19.0K | $1.8M | 0.0% | -50.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.