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

Q2 2026

Institutions Reporting

192

Shares (Excl. Options)

5,857,350

Price

$132.76

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+55,654
Value change
+$10,577,700
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
$128.34
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 Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 192 to 192 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $659,568,545 to $776,718,330.

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 Q2 2026.

Open SEC evidence

Security key

46435U218

Latest holder period

Q2 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 30 Jun 2026, 192 institutional investors reported holding 5,857,350 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% 5.4% $117,862,000
MERCER GLOBAL ADVISORS INC /ADV 8% 681,991 -3.5% 0.11% $90,541,185
FMR LLC 5.7% 485,256 +6.6% 0% $64,422,539
JPMORGAN CHASE & CO 5% 422,643 -4.6% 0% $55,650,123
ROYAL BANK OF CANADA 4.5% 381,495 +1.3% 0.01% $50,647,000
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2.4% 201,362 -0.4% 0.04% $26,600,647
Creative Planning 2.3% 198,802 -3.2% 0.02% $26,392,967
Allworth Financial LP 2.3% 193,400 +1.4% 0.11% $25,675,750
Ellevest, Inc. 1.9% 163,219 +4.6% 3.1% $21,669,000
Pathstone Holdings, LLC 1.7% 145,170 +27% 0.06% $19,272,838
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1% 86,464 +5% 0.15% $11,478,961
Trilogy Capital Inc. 0.95% 80,901 +3.6% 0.42% $10,740,417
Sanctuary Advisors, LLC 0.93% 78,919 -0.89% 0.05% $10,477,237
OneDigital Investment Advisors LLC 0.92% 77,823 +0.73% 0.09% $10,331,741
Robertson Stephens Wealth Management, LLC 0.92% 77,743 -2.9% 0.25% $10,321,189
Xena Financial Planning, LLC 0.83% 70,355 +17% 9% $9,340,389
BANK OF AMERICA CORP /DE/ 0.77% 64,884 +4.2% 0% $8,614,003
One Wealth Advisors, LLC 0.73% 61,596 -0.33% 0.9% $8,177,485
Quantinno Capital Management LP 0.59% 50,170 +99% 0.01% $6,660,658
BLUESTEM FINANCIAL ADVISORS, LLC 0.59% 50,128 +1.7% 2.3% $6,654,997
SK Wealth Management, LLC 0.58% 49,426 -2.7% 1.5% $6,804,006
COMMONWEALTH EQUITY SERVICES, LLC 0.58% 48,949 -5.9% 0.01% $6,498,532
W ADVISORS, LLC 0.56% 47,110 -12% 2.8% $6,254,324
GeoWealth Management, LLC 0.52% 43,947 -14% 0.18% $5,834,398
JANE STREET GROUP, LLC 0.5% 42,467 +1536% 0% $5,637,919

Quarter history

Institutional holders across reporting periods

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

Periods
29
Latest
Q2 2026
Rows shown
1-25 of 29
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 5,857,350 $776,718,330 +$10,577,700 $132.76 192
2026 Q1 5,816,182 $659,568,545 -$7,306,999 $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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