Security Snapshot

iShares ESG MSCI USA Leaders ETF - COMMON STOCK (SUSL) Institutional Ownership

CUSIP: 46435U218

13F Institutional Holders and Ownership History from Q2 2019 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

192

Shares (Excl. Options)

5,816,182

Price

$113.60

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-52,149
Value change
-$7,289,788
Number of holders
192
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
8,476,620
SEC-reported price per share
$132.76
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SUSL - iShares ESG MSCI USA Leaders ETF - COMMON STOCK is tracked under CUSIP 46435U218.
  • 192 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 192 to 37 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $659,568,545 to $75,272,751.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 192 institutions filings for Q1 2026.

Open SEC evidence

Security key

46435U218

Latest holder period

Q1 2026

13F holders

192

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
SUSL
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 7% +36% $71,955,043 +$22,180,352 593,363 +45% FMR LLC 31 Dec 2025

As of 31 Mar 2026, 192 institutional investors reported holding 5,816,182 shares of iShares ESG MSCI USA Leaders ETF - COMMON STOCK (SUSL). This represents 69% of the company’s total 8,476,620 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
55%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Bank of Italy 10% 887,779 0% 4.6% $100,854,000
MERCER GLOBAL ADVISORS INC /ADV 8.3% 706,838 -3.5% 0.12% $80,298,646
FMR LLC 5.4% 455,266 -23% 0% $51,719,403
JPMORGAN CHASE & CO 5.2% 443,012 -0.19% 0% $48,839,468
ROYAL BANK OF CANADA 4.4% 376,738 +0.38% 0.01% $42,798,000
Creative Planning 2.4% 205,356 +1.4% 0.02% $23,328,993
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2.4% 202,161 -21% 0.05% $23,192,368
Allworth Financial LP 2.3% 190,807 -0.4% 0.09% $21,676,136
Ellevest, Inc. 1.8% 156,004 +5.1% 2.5% $17,722,417
Pathstone Holdings, LLC 1.4% 114,456 +15% 0.05% $13,002,521
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.97% 82,341 -0.93% 0.14% $9,354,152
Robertson Stephens Wealth Management, LLC 0.94% 80,075 +10% 0.25% $9,096,725
Sanctuary Advisors, LLC 0.94% 79,626 +0.8% 0.05% $9,045,678
Trilogy Capital Inc. 0.92% 78,073 0.4% $8,869,296
OneDigital Investment Advisors LLC 0.91% 77,261 +0.69% 0.09% $8,776,998
FLOW TRADERS U.S. LLC 0.78% 65,760 0.24% $7,471,000
Kingsview Wealth Management, LLC 0.74% 62,541 0.1% $7,104,821
BANK OF AMERICA CORP /DE/ 0.73% 62,266 -31% 0% $7,073,534
One Wealth Advisors, LLC 0.73% 61,802 -2.1% 0.87% $7,020,868
Xena Financial Planning, LLC 0.71% 59,878 +44% 7.7% $6,802,258
W ADVISORS, LLC 0.63% 53,299 -6.4% 3.1% $6,054,905
COMMONWEALTH EQUITY SERVICES, LLC 0.61% 51,996 -6.8% 0.01% $5,906,930
GeoWealth Management, LLC 0.6% 51,047 -9.6% 0.21% $5,799,002
SK Wealth Management, LLC 0.6% 50,820 -0.64% 1.6% $5,852,410
BLUESTEM FINANCIAL ADVISORS, LLC 0.58% 49,270 +0.28% 2.2% $5,597,247

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
29
Latest
Q1 2026
Rows shown
1-25 of 29
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 570,411 $75,272,751 +$347,004 $132.76 37
2026 Q1 5,816,182 $659,568,545 -$7,289,788 $113.60 192
2025 Q4 5,856,907 $710,783,754 +$26,794,755 $121.27 184
2025 Q3 5,587,913 $654,199,789 -$170,546,990 $117.04 175
2025 Q2 6,998,430 $758,579,886 -$4,105,046 $108.35 163
2025 Q1 7,043,901 $674,122,866 -$21,826,403 $95.81 155
2024 Q4 7,351,654 $758,537,396 -$157,060,265 $103.04 158
2024 Q3 8,845,620 $897,706,451 +$30,097,588 $101.52 155
2024 Q2 8,531,811 $830,096,348 -$154,480,473 $97.43 145
2024 Q1 10,012,368 $939,452,999 +$31,085,139 $93.85 144
2023 Q4 9,928,873 $837,775,028 -$75,618,042 $84.38 138
2023 Q3 10,846,174 $817,975,851 +$30,645,444 $75.41 129
2023 Q2 10,387,733 $804,282,743 -$2,067,990,296 $77.42 120
2023 Q1 39,404,903 $2,808,004,857 +$72,218,676 $71.26 123
2022 Q4 38,424,118 $2,548,231,062 +$137,672,917 $66.31 128
2022 Q3 37,220,853 $2,299,165,351 +$19,652,365 $61.76 112
2022 Q2 36,900,973 $2,450,320,477 -$96,872,194 $66.39 110
2022 Q1 38,083,768 $3,016,023,095 -$63,761,969 $79.19 104
2021 Q4 38,947,071 $3,285,396,763 -$109,603,773 $84.36 89
2021 Q3 40,210,109 $3,031,341,343 +$93,017,326 $75.50 59
2021 Q2 38,934,156 $2,923,789,478 +$67,044,209 $75.09 59
2021 Q1 37,987,814 $2,632,078,148 +$209,041,778 $69.28 53
2020 Q4 35,028,419 $2,274,923,177 -$12,750,816 $64.95 38
2020 Q3 35,056,968 $2,037,893,541 -$10,307,900 $58.16 32
2020 Q2 35,239,193 $1,904,153,279 +$333,241,203 $54.10 30
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