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

$117.56+1.14 (+0.98%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

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
FMR LLCIncreased+183K+$71.0B
BANK OF AMERICA CORP /DE/Increased+32K+$10.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+56K+$6.0B
Walkner Condon Financial Advisors LLCNew Position+17K+$2.0B
Ashton Thomas Private Wealth, LLCNew Position+16K+$1.9B
Values Added Financial LLCNew Position+16K+$1.9B
SAX WEALTH ADVISORS, LLCNew Position+15K+$1.9B
Bond & Devick Financial Network, Inc.New Position+14K+$1.8B
Ellevest, Inc.Increased+5K+$1.2B
Csenge Advisory GroupNew Position+8K+$970.0M
WealthPlan Investment Management, LLCNew Position+6K+$761.0M
Charter Oak Capital Management, LLCNew Position+6K+$746.0M
RVW Wealth, LLCNew Position+6K+$693.0M
Wealthspire Advisors, LLCIncreased+5K+$591.4M
PFG Investments, LLCNew Position+5K+$568.0M

SUSL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creative PlanningDecreased-2K-$24.0B
Allworth Financial LPDecreased-5K-$23.0B
Integrated Wealth Concepts LLCDecreased-1K-$5.1B
MERCER GLOBAL ADVISORS INC /ADVDecreased-59K-$4.7B
GOLDMAN SACHS GROUP INCClosed Position-39K-$4.6B
GeoWealth Management, LLCDecreased-30K-$4.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-21K-$2.7B
Cetera Investment AdvisersDecreased-204-$1.9B
Orgel Wealth Management, LLCDecreased-215-$1.6B
RAYMOND JAMES FINANCIAL INCDecreased-1K-$1.0B
BLAIR WILLIAM & CO/ILDecreased-64-$950.9M
CITADEL ADVISORS LLCDecreased-8K-$920.1M
STIFEL FINANCIAL CORPDecreased-87-$910.8M
One Capital Management, LLCDecreased-5K-$907.9M
IMS Capital ManagementClosed Position-7K-$838.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV732,489$88.0B134.14%Share
2FMR LLC434,105$52.0B2.65%Share
3JPMORGAN CHASE & CO434,256$52.0B3.26%Share
4ROYAL BANK OF CANADA319,841$38.0B6.18%Share
5FMR LLC159,258$19.0B0.97%Share
6Ellevest, Inc.148,459$18.0B2.49%Share
7OneDigital Investment Advisors LLC76,728$9.0B88.21%Share
8W ADVISORS, LLC56,947$6.9B3.47%Share
9SK Wealth Management, LLC51,148$6.3B1.76%Share
10COMMONWEALTH EQUITY SERVICES, LLC55,787$6.0B8.00%Share
11ROYAL BANK OF CANADA55,472$6.0B0.98%Share
12BANK OF AMERICA CORP /DE/50,362$6.0B0.44%Share
13GeoWealth Management, LLC56,439$6.0B0.22%Share
14BLUESTEM FINANCIAL ADVISORS, LLC49,132$6.0B2.30%Share
15Aptus Capital Advisors, LLC42,411$5.0B35.81%Share
16BANK OF AMERICA CORP /DE/33,904$4.0B0.29%Share
17Omega Financial Group, LLC20,788$2.5B0.83%Share
18KICKSTAND VENTURES, LLC.18,167$2.2B0.46%Share
19Walkner Condon Financial Advisors LLC16,901$2.0B0.28%Share
20OSAIC HOLDINGS, INC.20,621$2.0B2.92%Share
21Equitable Holdings, Inc.17,937$2.0B13.67%Share
22WELLS FARGO & COMPANY/MN22,959$2.0B0.36%Share
23Wealthspire Advisors, LLC17,129$2.0B15.92%Share
24Ashton Thomas Private Wealth, LLC15,706$1.9B0.05%Share
25Values Added Financial LLC15,516$1.9B0.79%Share
26SAX WEALTH ADVISORS, LLC15,452$1.9B0.09%Share
27Bond & Devick Financial Network, Inc.14,493$1.8B0.49%Share
28Obsido Oy13,367$1.6B1.00%Share
29SNS Financial Group, LLC8,844$1.1B0.09%Share
30Farther Finance Advisors, LLC8,708$1.1B11.30%Share
31Steward Partners Investment Advisory, LLC16,387$1.0B5.48%Share
32OSAIC HOLDINGS, INC.9,063$1.0B1.46%Share
33CITADEL ADVISORS LLC8,514$1.0B0.15%Share
34RAYMOND JAMES FINANCIAL INC12,514$1.0B0.31%Share
35RAYMOND JAMES FINANCIAL INC11,961$1.0B0.31%Share
36Csenge Advisory Group8,000$970.0M0.04%Share
37Stratos Wealth Partners, LTD.7,544$914.0M10.33%Share
38Friedenthal Financial7,281$882.0M0.45%Share
39Wealthcare Advisory Partners LLC7,187$871.0M17.11%Share
40WealthPlan Investment Management, LLC6,281$761.0M0.05%Share
41Charter Oak Capital Management, LLC6,159$746.0M0.06%Share
42Aries Wealth Management5,976$724.0M0.16%Share
43RVW Wealth, LLC5,721$693.0M0.05%Share
44Fragasso Financial Advisors Inc5,021$608.0M0.04%Share
45PFG Investments, LLC4,686$568.0M0.03%Share
46Shared Vision Wealth Group LLC4,479$554.0M0.22%Share
47Compound Planning, Inc.4,206$510.0M0.01%Share
48FIRETHORN WEALTH PARTNERS, LLC4,137$501.0M0.19%Share
49Vested Financial Planning, LLC4,019$487.0M0.38%Share
50SWEENEY & MICHEL, LLC3,767$460.0M0.14%Share

SUSL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025180$377.4B+78
Q3 2025102$379.9B-54
Q2 2025156$437.1B+1
Q1 2025155$405.5B+16
Q4 2024139$18.8T+14
Q3 2024125$94.4T+10
Q2 2024115$75.9T+5
Q1 2024110$65.3T—

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As of Q4 2025, 50 institutional investors hold SUSL (iShares ESG MSCI USA Leaders ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $88.0B in shares. This quarter, 11 institutions opened new positions and 2 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 MERCER GLOBAL ADVISORS INC /ADV with $88.0B in shares.

Is institutional ownership of SUSL increasing or decreasing?

This quarter, 11 institutions opened new positions in SUSL and 2 closed their positions.