Who Owns iShares ESG MSCI USA Leaders ETF (SUSL)?Hedge Fund & Institutional Holders

$116.66-0.37 (-0.32%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0765888000520005e+203T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$86.12$95.76$105.41$115.05$124.70Aug 24May 25Mar 26

SUSL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bank of ItalyNew Position+888K+$107.7M
Sanctuary Advisors, LLCNew Position+326K+$34.2M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+254K+$31.3M
One Wealth Advisors, LLCNew Position+63K+$7.7M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+56K+$6.0M
Xena Financial Planning, LLCNew Position+42K+$5.1M
BFSG, LLCNew Position+28K+$3.4M
MATHER GROUP, LLC.New Position+17K+$2.1M
HB Wealth Management, LLCNew Position+17K+$2.1M
Walkner Condon Financial Advisors LLCNew Position+17K+$2.0M
CFS Investment Advisory Services, LLCNew Position+16K+$1.9M
Ashton Thomas Private Wealth, LLCNew Position+16K+$1.9M
Values Added Financial LLCNew Position+16K+$1.9M
SAX WEALTH ADVISORS, LLCNew Position+15K+$1.9M
Bond & Devick Financial Network, Inc.New Position+14K+$1.8M

SUSL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MERCER GLOBAL ADVISORS INC /ADVDecreased-59K-$92.6B
JPMORGAN CHASE & CODecreased-2K-$52.2B
ROYAL BANK OF CANADADecreased-4K-$44.3B
Creative PlanningDecreased-2K-$24.0B
Allworth Financial LPDecreased-5K-$23.0B
GeoWealth Management, LLCDecreased-30K-$10.2B
OneDigital Investment Advisors LLCDecreased-1K-$9.1B
W ADVISORS, LLCDecreased-1K-$6.8B
SK Wealth Management, LLCDecreased-2K-$6.2B
BLUESTEM FINANCIAL ADVISORS, LLCDecreased-45-$5.7B
Integrated Wealth Concepts LLCDecreased-1K-$5.1B
Aptus Capital Advisors, LLCDecreased-77-$5.0B
GOLDMAN SACHS GROUP INCClosed Position-39K-$4.6B
OSAIC HOLDINGS, INC.Decreased-2K-$3.6B
Corient Private Wealth LLCDecreased-8K-$3.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bank of Italy887,779$107.7M4.68%Share
2MERCER GLOBAL ADVISORS INC /ADV732,489$88.0M0.13%Share
3FMR LLC434,105$52.0M0.00%Share
4JPMORGAN CHASE & CO434,256$52.0M0.00%Share
5ROYAL BANK OF CANADA319,841$38.0M0.01%Share
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC254,439$31.3M0.04%Share
7Allworth Financial LP191,568$23.2M0.10%Share
8FMR LLC159,258$19.0M0.00%Share
9Creative Planning149,376$18.0M0.01%Share
10Ellevest, Inc.148,459$18.0M2.49%Share
11Pathstone Holdings, LLC91,891$11.0M0.04%Share
12CLIFTONLARSONALLEN WEALTH ADVISORS, LLC83,118$10.1M0.15%Share
13Sanctuary Advisors, LLC78,991$9.6M0.05%Share
14OneDigital Investment Advisors LLC76,728$9.0M0.09%Share
15Robertson Stephens Wealth Management, LLC72,632$8.8M0.23%Share
16Sanctuary Advisors, LLC79,791$8.6M0.05%Share
17Sanctuary Advisors, LLC83,621$8.0M0.05%Share
18Sanctuary Advisors, LLC83,621$8.0M0.06%Share
19One Wealth Advisors, LLC63,122$7.7M0.94%Share
20W ADVISORS, LLC56,947$6.9M3.47%Share
21SK Wealth Management, LLC51,148$6.3M1.76%Share
22BANK OF AMERICA CORP /DE/50,362$6.0M0.00%Share
23ROYAL BANK OF CANADA55,472$6.0M0.00%Share
24Creative Planning53,148$6.0M0.00%Share
25COMMONWEALTH EQUITY SERVICES, LLC55,787$6.0M0.01%Share
26GeoWealth Management, LLC56,439$6.0M0.22%Share
27BLUESTEM FINANCIAL ADVISORS, LLC49,132$6.0M2.30%Share
28Xena Financial Planning, LLC41,724$5.1M5.94%Share
29Integrated Wealth Concepts LLC42,861$5.0M0.06%Share
30Aptus Capital Advisors, LLC42,411$5.0M0.04%Share
31BANK OF AMERICA CORP /DE/33,904$4.0M0.00%Share
32BFSG, LLC28,404$3.4M0.33%Share
33LPL Financial LLC26,053$3.0M0.00%Share
34Omega Financial Group, LLC20,788$2.5M0.83%Share
35Brookstone Capital Management20,747$2.5M0.03%Share
36Corient Private Wealth LLC19,108$2.3M0.00%Share
37KICKSTAND VENTURES, LLC.18,167$2.2M0.46%Share
38MATHER GROUP, LLC.17,037$2.1M0.02%Share
39HB Wealth Management, LLC16,986$2.1M0.01%Share
40Walkner Condon Financial Advisors LLC16,901$2.0M0.28%Share
41OSAIC HOLDINGS, INC.20,621$2.0M0.00%Share
42WELLS FARGO & COMPANY/MN22,959$2.0M0.00%Share
43Equitable Holdings, Inc.17,937$2.0M0.01%Share
44Wealthspire Advisors, LLC17,129$2.0M0.02%Share
45CFS Investment Advisory Services, LLC15,999$1.9M0.14%Share
46Ashton Thomas Private Wealth, LLC15,706$1.9M0.05%Share
47Values Added Financial LLC15,516$1.9M0.79%Share
48SAX WEALTH ADVISORS, LLC15,452$1.9M0.09%Share
49Keebeck Wealth Management15,261$1.9M0.21%Share
50Bond & Devick Financial Network, Inc.14,493$1.8M0.49%Share

SUSL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025182$684.3M+80
Q3 2025102$453.3B-54
Q2 2025156$461.5B+1
Q1 2025155$507.1B+15
Q4 2024140$30.8T+15
Q3 2024125$296.4T+10
Q2 2024115$266.0T+4
Q1 2024111$226.9T—

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As of Q4 2025, 50 institutional investors hold SUSL (iShares ESG MSCI USA Leaders ETF). The largest holder is Bank of Italy with $107.7M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SUSL?

As of Q4 2025, 50 institutional investors report holding SUSL (iShares ESG MSCI USA Leaders ETF) in their 13F filings.

Who is the largest institutional holder of SUSL?

The largest institutional holder of SUSL is Bank of Italy with $107.7M in shares.

Is institutional ownership of SUSL increasing or decreasing?

This quarter, 15 institutions opened new positions in SUSL and 1 closed their positions.