13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
SUSL

ISHARES ESG MSCI USA LEADERS

204 institutions still hold ISHARES ESG MSCI USA LEADERS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435U218·Exchange Traded Fund·204 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.6%
vs prior quarter
13F value held
$408M
63.0% inst. owned
of float
Holders
204
+114 QoQ
filers reporting
Activity
+15 / −68
+906 added · −771 reduced
this quarter
Concentration
19.68%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

204 institutions reported SUSL in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 19.7% of the visible book. +114 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$80M707K0.12%Q1 202602
FMR LLC
CIK 0000315066
$52M455K0.00%Q1 202603
JPMORGAN CHASE & CO
CIK 0000019617
$49M443K0.00%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$43M377K0.01%Q1 202605
Creative Planning
CIK 0001540235
$23M205K0.02%Q1 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$23M202K0.05%Q1 202607
Allworth Financial LP
CIK 0001555170
$22M191K0.09%Q1 202608
Ellevest, Inc.
CIK 0001644128
$18M156K2.46%Q1 202609
Pathstone Holdings, LLC
CIK 0002011612
$13M114K0.05%Q1 202610
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$9M82K0.14%Q1 202611
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$9M80K0.25%Q1 202612
Sanctuary Advisors, LLC
CIK 0001777271
$9M80K0.05%Q1 202613
Trilogy Capital Inc.
CIK 0001722512
$9M78K0.39%Q1 202614
OneDigital Investment Advisors LLC
CIK 0001690370
$9M77K0.09%Q1 202615
Kingsview Wealth Management, LLC
CIK 0001791965
$7M63K0.10%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M62K0.00%Q1 202617
One Wealth Advisors, LLC
CIK 0001725297
$7M62K0.87%Q1 202618
Xena Financial Planning, LLC
CIK 0002101744
$7M60K7.68%Q1 202619
SK Wealth Management, LLC
CIK 0001867958
$6M51K1.76%Q4 202520
W ADVISORS, LLC
CIK 0001929907
$6M53K3.10%Q1 2026
Page 1 of 11
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