ISHARES TR SUSL
ESG MSCI LEADR · ETP · CUSIP 46435U218
115
institutional holders
38.6m
shares reported held*
$2.3bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.48.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution -1.7 pts · filed 2026-05-06 | 5.3% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Ilmarinen Mutual Pension Insurance Co 26.98% of their portfolio | 26.7m $1.7bn | — |
| Bank of Italy 17.06% of their portfolio | 6.3m $388.0m | — |
| CFS Investment Advisory Services, LLC 0.33% of their portfolio | 1.5m $1.5m | — |
| 55I, LLC 1.54% of their portfolio | 893.4k $55.2m | — |
| SWISS RE LTD 7.38% of their portfolio | 409.2k $25.3m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 372.6k $23.0m | — |
| Creative Planning 0.03% of their portfolio | 242.8k $15.0m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 141.4k $8.7m | — |
| FUKOKU MUTUAL LIFE INSURANCE Co 0.74% of their portfolio | 128.0k $7.9m | — |
| First Ascent Asset Management, LLC 1.25% of their portfolio | 105.0k $6.5m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 102.8k $6.3m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio | 97.8k $6.0m | — |
| One Wealth Advisors, LLC 1.89% of their portfolio | 93.3k $5.8m | — |
| WEALTHSOURCE PARTNERS, LLC 0.40% of their portfolio | 87.0k $5.4m | — |
| Allworth Financial LP 0.07% of their portfolio | 85.6k $5.3m | — |
| Integrated Wealth Concepts LLC 0.17% of their portfolio | 85.5k $5.3m | — |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.63% of their portfolio | 82.1k $5.1m | — |
| W ADVISORS, LLC 4.36% of their portfolio | 75.8k $4.7m | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio | 61.1k $3.8m | — |
| RPg Family Wealth Advisory, LLC 2.07% of their portfolio | 57.7k $3.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 52.5k $3.2m | — |
| Brookstone Capital Management 0.07% of their portfolio | 51.5k $3.2m | — |
| BLUESTEM FINANCIAL ADVISORS, LLC 2.04% of their portfolio | 46.7k $2.9m | — |
| TCWP LLC 0.59% of their portfolio | 44.8k $2.8m | — |
| True Link Financial Advisors, LLC 0.40% of their portfolio | 44.8k $2.8m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 41.4k $2.6m | — |
| One Capital Management, LLC 0.13% of their portfolio | 34.6k $2.1m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 33.9k $2.1m | — |
| LPL Financial LLC 0.00% of their portfolio | 31.2k $1.9m | — |
| Keebeck Wealth Management 0.33% of their portfolio | 27.7k $1.7m | — |
| Csenge Advisory Group 0.14% of their portfolio | 26.4k $1.6m | — |
| Cypress Wealth Services, LLC 0.53% of their portfolio | 24.8k $1.5m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 24.8k $1.5m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 22.4k $1.4m | — |
| BALASA DINVERNO & FOLTZ LLC 0.08% of their portfolio | 20.8k $1.3m | — |
| My Legacy Advisors, LLC 0.64% of their portfolio | 20.6k $1.3m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 20.3k $1.3m | — |
| Steward Partners Investment Advisory, LLC 0.02% of their portfolio | 20.0k $1.2m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 19.8k $1.2m | — |
| WEALTH ALLIANCE, LLC 0.22% of their portfolio | 17.7k $1.1m | — |
| Goodwin Investment Advisory 0.79% of their portfolio | 17.0k $1.0m | — |
| IEQ CAPITAL, LLC 0.03% of their portfolio | 15.8k $975.0k | — |
| Friedenthal Financial 0.67% of their portfolio | 15.6k $961.0k | — |
| Robertson Stephens Wealth Management, LLC 0.10% of their portfolio | 14.7k $906.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 14.7k $906.0k | — |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 13.8k $854.0k | — |
| Mayflower Financial Advisors, LLC 0.14% of their portfolio | 13.6k $838.0k | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 12.3k $759.0k | — |
| FIRETHORN WEALTH PARTNERS, LLC 0.71% of their portfolio | 12.3k $758.0k | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 12.1k $748.0k | — |
| NWAM LLC 0.07% of their portfolio | 11.6k $715.0k | — |
| Bluespring Wealth Management, LLC 0.10% of their portfolio | 11.4k $706.0k | — |
| FMR LLC 0.00% of their portfolio | 10.9k $671.0k | — |
| CI INVESTMENTS INC. 0.00% of their portfolio | 10.8k $667.0k | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio | 10.6k $657.0k | — |
| Mariner, LLC 0.00% of their portfolio | 10.6k $656.0k | — |
| Omega Financial Group, LLC 0.33% of their portfolio | 10.4k $640.0k | — |
| Private Ocean, LLC 0.10% of their portfolio | 9.8k $606.0k | — |
| Orgel Wealth Management, LLC 0.03% of their portfolio | 9.6k $595.0k | — |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 9.1k $563.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 8.7k $536.0k | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 8.4k $518.0k | — |
| Shilanski & Associates, Inc. 0.19% of their portfolio | 8.3k $513.0k | — |
| SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 8.3k $513.0k | — |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 8.2k $508.0k | — |
| Stonebridge Financial Planning Group, LLC 0.35% of their portfolio | 8.2k $506.0k | — |
| IMS Capital Management 0.32% of their portfolio | 7.4k $457.0k | — |
| BEACON FINANCIAL GROUP 0.07% of their portfolio | 7.4k $461.0k | — |
| Dentgroup LLC 0.45% of their portfolio | 7.2k $444.0k | — |
| Private Advisor Group, LLC 0.00% of their portfolio | 6.4k $396.0k | — |
| Westside Investment Management, Inc. 0.00% of their portfolio | 6.4k $401.9k | — |
| Charter Oak Capital Management, LLC 0.06% of their portfolio | 6.3k $389.0k | — |
| Laurel Wealth Advisors, Inc. 0.04% of their portfolio | 6.3k $386.0k | — |
| EATON VANCE MANAGEMENT 0.00% of their portfolio | 6.2k $383.0k | — |
| Wharton Business Group, LLC 0.02% of their portfolio | 6.0k $369.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 5.9k $366.0k | — |
| KB FINANCIAL PARTNERS, LLC 0.13% of their portfolio | 5.9k $362.0k | — |
| MATHER GROUP, LLC. 0.01% of their portfolio | 5.8k $359.0k | — |
| Regal Investment Advisors LLC 0.04% of their portfolio | 5.8k $358.0k | — |
| EverSource Wealth Advisors, LLC 0.08% of their portfolio | 5.6k $346.0k | — |
| Stratos Wealth Advisors, LLC 0.03% of their portfolio | 5.3k $328.0k | — |
| Advisory Services Network, LLC 0.01% of their portfolio | 5.1k $314.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 5.1k $312.0k | — |
| Welch & Forbes LLC 0.01% of their portfolio | 4.9k $301.0k | — |
| TRANSCEND CAPITAL ADVISORS, LLC 0.03% of their portfolio | 4.9k $300.0k | — |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 4.6k $286.0k | — |
| Wealthcare Advisory Partners LLC 0.01% of their portfolio | 4.0k $250.0k | — |
| MKT Advisors LLC 0.20% of their portfolio | 3.8k $235.0k | — |
| DIVERSIFIED TRUST CO 0.01% of their portfolio | 3.7k $228.0k | — |
| United Asset Strategies, Inc. 0.03% of their portfolio | 3.6k $222.0k | — |
| Patriot Financial Group Insurance Agency, LLC 0.05% of their portfolio | 3.6k $220.0k | — |
| Foster Group, Inc. 0.02% of their portfolio | 3.3k $203.0k | — |
| Parallel Advisors, LLC 0.01% of their portfolio | 2.8k $171.0k | — |
| Clearstead Advisors, LLC 0.01% of their portfolio | 1.8k $114.0k | — |
| DT Investment Partners, LLC 0.01% of their portfolio | 1.1k $66.0k | — |
| GHP Investment Advisors, Inc. 0.00% of their portfolio | 969 $60.0k | — |
| IFP Advisors, Inc 0.00% of their portfolio | 908 $44.0k | — |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 874 $54.0k | — |
| CAMBRIDGE TRUST CO 0.00% of their portfolio | 700 $43.0k | — |
| DB Wealth Management Group, LLC 0.03% of their portfolio | 620 $38.0k | — |