| 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 Dec 2025, 151 institutional investors reported holding 3,442,392 shares of iShares ESG MSCI USA Leaders ETF - COMMON STOCK (SUSL). This represents 41% of the company’s total 8,476,620 outstanding shares.
The largest institutional shareholders of iShares ESG MSCI USA Leaders ETF - COMMON STOCK (SUSL) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Bank of Italy | 10% | 887,779 | 0% | 4.7% | $107,658,000 |
| FMR LLC | 7% | 593,363 | +45% | 0% | $71,954,984 |
| JPMORGAN CHASE & CO | 5.2% | 443,839 | -0.52% | 0% | $53,822,717 |
| ROYAL BANK OF CANADA | 4.4% | 375,313 | -0.94% | 0.01% | $45,513,000 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3% | 254,439 | +3.9% | 0.04% | $31,257,800 |
| Creative Planning | 2.4% | 202,524 | -1.1% | 0.02% | $24,559,335 |
| Allworth Financial LP | 2.3% | 191,568 | -2.7% | 0.1% | $23,230,759 |
| Ellevest, Inc. | 1.8% | 148,459 | +3.6% | 2.5% | $18,003,014 |
| Pathstone Holdings, LLC | 1.2% | 99,715 | +27% | 0.05% | $12,092,069 |
| BANK OF AMERICA CORP /DE/ | 1.1% | 90,642 | +53% | 0% | $10,991,826 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0.98% | 83,118 | +2.6% | 0.15% | $10,079,413 |
| Sanctuary Advisors, LLC | 0.93% | 78,991 | -1% | 0.05% | $9,578,901 |
| OneDigital Investment Advisors LLC | 0.91% | 76,728 | -1.6% | 0.09% | $9,304,528 |
| Robertson Stephens Wealth Management, LLC | 0.86% | 72,632 | +13% | 0.25% | $8,807,901 |
| One Wealth Advisors, LLC | 0.74% | 63,122 | -1.1% | 0.94% | $7,654,571 |
| W ADVISORS, LLC | 0.67% | 56,947 | -2.6% | 3.5% | $6,905,752 |
| GeoWealth Management, LLC | 0.67% | 56,439 | -35% | 0.25% | $6,844,201 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.66% | 55,787 | -8.7% | 0.01% | $6,765,049 |
| SK Wealth Management, LLC | 0.6% | 51,148 | -3.1% | 1.8% | $6,314,242 |
| BLUESTEM FINANCIAL ADVISORS, LLC | 0.58% | 49,132 | -0.09% | 2.3% | $5,958,084 |
| Integrated Wealth Concepts LLC | 0.51% | 42,861 | -2.3% | 0.06% | $5,197,545 |
| Aptus Capital Advisors, LLC | 0.5% | 42,411 | -0.18% | 0.04% | $5,143,025 |
| Xena Financial Planning, LLC | 0.49% | 41,724 | 0% | 5.9% | $5,059,663 |
| OSAIC HOLDINGS, INC. | 0.35% | 29,684 | -4.9% | 0.01% | $3,602,188 |
| BFSG, LLC | 0.34% | 28,404 | 0% | 0.34% | $3,444,448 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,442,392 | $417,981,938 | -$4,678,422 | $121.27 | 151 |
| 2025 Q3 | 5,587,771 | $654,183,226 | -$170,547,107 | $117.04 | 174 |
| 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 |
| 2020 Q1 | 29,086,810 | $1,312,197,997 | +$53,191,468 | $45.08 | 23 |
| 2019 Q4 | 27,922,823 | $1,551,392,000 | +$89,571,716 | $55.56 | 12 |
| 2019 Q3 | 26,310,170 | $1,354,185,000 | -$5,306,188 | $51.48 | 7 |
| 2019 Q2 | 208,858 | $10,508,000 | +$10,508,000 | $50.31 | 3 |