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

ISHARES ESG MSCI USA LEADERS

208 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·208 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$514M
visible holders
Holders
208
filers reporting
Concentration
19.62%
Bank of Italy #1
top holder share
AI Holders Summary · Q1 2026

208 institutions reported SUSL in Q1 2026. Bank of Italy leads at 19.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Bank of Italy
CIK 0001426449
$101M888K4.56%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$80M707K0.12%Q1 202603
FMR LLC
CIK 0000315066
$52M455K0.00%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$49M443K0.00%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$43M377K0.01%Q1 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$27M201K0.04%Q2 202607
Creative Planning
CIK 0001540235
$23M205K0.02%Q1 202608
Allworth Financial LP
CIK 0001555170
$22M191K0.09%Q1 202609
Ellevest, Inc.
CIK 0001644128
$18M156K2.46%Q1 202610
Pathstone Holdings, LLC
CIK 0002011612
$13M114K0.05%Q1 202611
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$11M86K0.15%Q2 202612
Trilogy Capital Inc.
CIK 0001722512
$11M81K0.42%Q2 202613
Xena Financial Planning, LLC
CIK 0002101744
$9M70K8.96%Q2 202614
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$9M80K0.25%Q1 202615
Sanctuary Advisors, LLC
CIK 0001777271
$9M80K0.05%Q1 202616
OneDigital Investment Advisors LLC
CIK 0001690370
$9M77K0.09%Q1 202617
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$7M66K0.24%Q1 202618
Kingsview Wealth Management, LLC
CIK 0001791965
$7M63K0.10%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M62K0.00%Q1 202620
One Wealth Advisors, LLC
CIK 0001725297
$7M62K0.87%Q1 2026
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