Vault-13

ISHARES TR SUSL

ESG MSCI LEADR · ETP · CUSIP 46435U218

130 institutional holders +15 vs Q3 2022
38,415,15138.4m shares reported held*
$2.5bnreported value*
21 new 47 added 33 reduced 12 sold out net bought ≈ $137.1m (+635.5k shares)

* 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 ($656.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $66.32.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 115Q4 22: 130130Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022115
Q4 2022130

Biggest buyers

JPMORGAN CHASE & CO Added +1,017,346+1.0m
SWISS RE LTD Added +653,500+653.5k
ENVESTNET ASSET MANAGEMENT INC Added +419,782+419.8k
BANK OF AMERICA CORP /DE/ Added +94,740+94.7k
MERCER GLOBAL ADVISORS INC /ADV Added +57,367+57.4k
PARK AVENUE SECURITIES LLC New +51,774+51.8k
WEALTHSOURCE PARTNERS, LLC Added +29,032+29.0k
OSAIC HOLDINGS, INC. Added +27,698+27.7k
One Wealth Advisors, LLC Added +16,876+16.9k
MML INVESTORS SERVICES, LLC Added +15,439+15.4k

Biggest sellers

CFS Investment Advisory Services, LLC Reduced -1,433,762-1.4m
Ilmarinen Mutual Pension Insurance Co Reduced -155,000-155.0k
JANE STREET GROUP, LLC Sold out -102,806-102.8k
Creative Planning Reduced -53,116-53.1k
One Capital Management, LLC Reduced -26,460-26.5k
CITADEL ADVISORS LLC Sold out -24,781-24.8k
ROYAL BANK OF CANADA Reduced -23,080-23.1k
WELLS FARGO & COMPANY/MN Reduced -19,255-19.3k
Brookstone Capital Management Reduced -18,616-18.6k
IEQ CAPITAL, LLC Reduced -11,741-11.7k

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.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution -1.7 pts · filed 2026-05-06 5.3% -1.7 pts 455.3k≈ $60.4m 2026-05-06

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ilmarinen Mutual Pension Insurance Co 26.78% of their portfolio HELSINKI, H9 26,562,88926.6m $1.8bn $1.8bn 26.78% Reduced -155.0k -155,000
2 Bank of Italy 15.74% of their portfolio ROME, L6 6,282,0816.3m $416.6m $416.6m 15.74% Unchanged
3 SWISS RE LTD 12.89% of their portfolio ZURICH, V8 1,062,6551.1m $70.5m $70.5m 12.89% Added +653.5k +653,500
4 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,025,7331.0m $68.0m $68.0m 0.01% Added +1.0m +1,017,346
5 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 561,203561.2k $37.2m $37.2m 0.02% Added +419.8k +419,782
6 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 349,494349.5k $23.2m $23.2m 0.01% Reduced -23.1k -23,080
7 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 189,718189.7k $12.6m $12.6m 0.02% Reduced -53.1k -53,116
8 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 155,216155.2k $10.3m $10.3m 0.05% Added +57.4k +57,367
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 128,655128.7k $8.5m $8.5m 0.00% Added +94.7k +94,740
10 FUKOKU MUTUAL LIFE INSURANCE Co 0.72% of their portfolio TOKYO, M0 128,000128.0k $8.5m $8.5m 0.72% Unchanged
11 WEALTHSOURCE PARTNERS, LLC 0.54% of their portfolio SAN LUIS OBISPO, CA 116,040116.0k $7.7m $7.7m 0.54% Added +29.0k +29,032
12 One Wealth Advisors, LLC 1.67% of their portfolio SAN FRANCISCO, CA 110,175110.2k $7.3m $7.3m 1.67% Added +16.9k +16,876
13 First Ascent Asset Management, LLC 1.08% of their portfolio DENVER, CO 106,710106.7k $7.1m $7.1m 1.08% Added +1.7k +1,722
14 Allworth Financial LP 0.07% of their portfolio FOLSOM, CA 95,56395.6k $6.3m $6.3m 0.07% Added +9.9k +9,943
15 Integrated Wealth Concepts LLC 0.16% of their portfolio WALTHAM, MA 90,97291.0k $6.0m $6.0m 0.16% Added +5.5k +5,511
16 W ADVISORS, LLC 4.25% of their portfolio Germantown, TN 76,93676.9k $5.1m $5.1m 4.25% Added +1.2k +1,157
17 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.19% of their portfolio MINNEAPOLIS, MN 76,44876.4k $5.1m $5.1m 0.19% Reduced -5.6k -5,625
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 69,11669.1k $4.6m $4.6m 0.01% Added +27.7k +27,698
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 59,65159.7k $4.1m $4.1m 0.05% Reduced -1.4k -1,423
20 TCWP LLC 0.79% of their portfolio Beachwood, OH 58,71358.7k $3.9m $3.9m 0.79% Added +13.9k +13,875
21 RPg Family Wealth Advisory, LLC 2.66% of their portfolio BURLINGTON, MA 58,63958.6k $3.9m $3.9m 2.66% Added +929 +929
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 57,52057.5k $3.8m $3.8m 0.01% Added +5.0k +5,026
23 PARK AVENUE SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 51,77451.8k $3.4m $3.4m 0.06% New
24 BLUESTEM FINANCIAL ADVISORS, LLC 1.78% of their portfolio SAVOY, IL 40,77340.8k $2.7m $2.7m 1.78% Reduced -5.9k -5,892
25 Keebeck Wealth Management 0.45% of their portfolio Chicago, IL 38,26138.3k $2.5m $2.5m 0.45% Added +10.5k +10,528
26 True Link Financial Advisors, LLC 0.32% of their portfolio SAN FRANCISCO, CA 35,31935.3k $2.3m $2.3m 0.32% Reduced -9.5k -9,500
27 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 32,89032.9k $2.2m $2.2m 0.04% Reduced -18.6k -18,616
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 31,95031.9k $2.1m $2.1m 0.00% Added +756 +756
29 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 27,73127.7k $1.8m $1.8m 0.01% Added +15.4k +15,439
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,83526.8k $1.8m $1.8m 0.00% Added +7.0k +7,022
31 Cypress Wealth Services, LLC 0.54% of their portfolio PALM DESERT, CA 25,41125.4k $1.7m $1.7m 0.54% Added +607 +607
32 FMR LLC 0.00% of their portfolio BOSTON, MA 23,09223.1k $1.5m $1.5m 0.00% Added +12.2k +12,228
33 Omega Financial Group, LLC 0.78% of their portfolio Santa Barbara, CA 22,78322.8k $1.5m $1.5m 0.78% Added +12.4k +12,423
34 CFS Investment Advisory Services, LLC 0.34% of their portfolio TOTOWA, NJ 22,52122.5k $1.5m $1.5m 0.34% Reduced -1.4m -1,433,762
35 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 21,10321.1k $1.4m $1.4m 0.01% First filing
36 Csenge Advisory Group 0.11% of their portfolio CLEARWATER, FL 21,00921.0k $1.4m $1.4m 0.11% Reduced -5.4k -5,416
37 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 19,96320.0k $1.3m $1.3m 0.02% Unchanged
38 My Legacy Advisors, LLC 0.59% of their portfolio BEND, OR 19,21019.2k $1.4m $1.4m 0.59% Reduced -1.4k -1,393
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 17,97318.0k $1.2m $1.2m 0.00% Added +3.3k +3,316
40 Mayflower Financial Advisors, LLC 0.16% of their portfolio BOSTON, MA 16,92416.9k $1.1m $1.1m 0.16% Added +3.4k +3,361
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,32516.3k $1.1m $1.1m 0.00% Reduced -6.1k -6,066
42 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 15,65615.7k $1.0m $1.0m 0.01% Added +6.5k +6,545
43 Friedenthal Financial 0.72% of their portfolio MARLTON, NJ 15,63915.6k $1.0m $1.0m 0.72% Added +81 +81
44 WEALTH ALLIANCE, LLC 0.18% of their portfolio MELLVILLE, NY 15,54015.5k $1.0m $1.0m 0.18% Reduced -2.2k -2,205
45 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 13,82113.8k $916.5k $916.5k 0.04% Added +9.8k +9,779
46 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 13,57213.6k $900.0k $900.0k 0.00% New
47 Orgel Wealth Management, LLC 0.03% of their portfolio ALTOONA, WI 13,45313.5k $892.1k $892.1k 0.03% Added +3.8k +3,812
48 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 13,28013.3k $880.6k $880.6k 0.00% Reduced -554 -554
49 WealthShield Partners, LLC 0.16% of their portfolio CARY, NC 12,83612.8k $851.2k $851.2k 0.16% New
50 Robertson Stephens Wealth Management, LLC 0.08% of their portfolio San Francisco, CA 12,66512.7k $839.8k $839.8k 0.08% Reduced -2.0k -2,013
51 Private Ocean, LLC 0.10% of their portfolio SAN RAFAEL, CA 12,51012.5k $829.5k $829.5k 0.10% Added +2.7k +2,684
52 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 12,10512.1k $802.7k $802.7k 0.00% Unchanged
53 Bluespring Wealth Management, LLC 0.10% of their portfolio AUSTIN, TX 11,56511.6k $766.9k $766.9k 0.10% Added +130 +130
54 NWAM LLC 0.07% of their portfolio MERCER ISLAND, WA 11,27111.3k $747.4k $747.4k 0.07% Reduced -299 -299
55 FIRETHORN WEALTH PARTNERS, LLC 0.62% of their portfolio AUGUSTA, GA 11,15211.2k $739.5k $739.5k 0.62% Reduced -1.1k -1,128
56 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,61510.6k $704.0k $704.0k 0.00% Unchanged
57 SteelPeak Wealth, LLC 0.05% of their portfolio WOODLAND HILLS, CA 10,13710.1k $672.2k $672.2k 0.05% New
58 CI INVESTMENTS INC. 0.00% of their portfolio TORONTO, Z4 9,97910.0k $662.0k $662.0k 0.00% Reduced -825 -825
59 SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 0.22% of their portfolio COLUMBIA, SC 9,97110.0k $661.2k $661.2k 0.22% Added +1.7k +1,660
60 Hoxton Planning & Management, LLC 0.35% of their portfolio SHEPHERDSTOWN, WV 9,8999.9k $656.4k $656.4k 0.35% First filing
61 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 9,8939.9k $656.0k $656.0k 0.00% Reduced -750 -750
62 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 9,8009.8k $649.9k $649.9k 0.02% Added +3.4k +3,387
63 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 8,8968.9k $589.9k $589.9k 0.00% Added +212 +212
64 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 8,3638.4k $554.6k $554.6k 0.01% Added +2.6k +2,555
65 Stonebridge Financial Planning Group, LLC 0.36% of their portfolio ORLANDO, FL 8,2298.2k $545.6k $545.6k 0.36% Added +34 +34
66 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 8,1118.1k $537.8k $537.8k 0.03% Reduced -26.5k -26,460
67 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 7,9047.9k $524.0k $524.0k 0.07% Added +540 +540
68 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 7,6607.7k $507.9k $507.9k 0.01% New
69 IMS Capital Management 0.31% of their portfolio PORTLAND, OR 7,4057.4k $491.0k $491.0k 0.31% Unchanged
70 Dentgroup LLC 0.42% of their portfolio BATON ROUGE, LA 7,4057.4k $491.0k $491.0k 0.42% Added +186 +186
71 Goodwin Investment Advisory 0.34% of their portfolio WOODSTOCK, GA 7,3327.3k $486.2k $486.2k 0.34% Reduced -9.6k -9,635
72 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 7,0007.0k $464.2k $464.2k 0.00% First filing
73 Wharton Business Group, LLC 0.03% of their portfolio MALVERN, PA 6,8356.8k $453.0k $453.0k 0.03% Added +845 +845
74 Charter Oak Capital Management, LLC 0.06% of their portfolio PORTSMOUTH, NH 6,3006.3k $417.8k $417.8k 0.06% Unchanged
75 Farther Finance Advisors, LLC 0.16% of their portfolio SAN FRANCISCO, CA 6,1666.2k $408.9k $408.9k 0.16% First filing
76 EverSource Wealth Advisors, LLC 0.06% of their portfolio BIRMINGHAM, AL 6,1156.1k $405.5k $405.5k 0.06% Added +504 +504
77 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 5,8645.9k $388.8k $388.8k 0.00% Added +1.2k +1,229
78 Laurel Wealth Advisors, Inc. 0.04% of their portfolio SOLANA BEACH, CA 5,8285.8k $386.0k $386.0k 0.04% Reduced -429 -429
79 KB FINANCIAL PARTNERS, LLC 0.13% of their portfolio PRINCETON, NJ 5,8155.8k $386.0k $386.0k 0.13% Reduced -42 -42
80 GenTrust, LLC 0.03% of their portfolio MIAMI, FL 5,6755.7k $376.3k $376.3k 0.03% New
81 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,5265.5k $366.0k $366.0k 0.00% New
82 LGT Financial Advisors LLC 0.43% of their portfolio DALLAS, TX 5,4715.5k $362.8k $362.8k 0.43% First filing
83 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 5,3515.4k $354.8k $354.8k 0.03% Added +37 +37
84 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 5,1615.2k $342.2k $342.2k 0.04% New
85 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 5,1475.1k $341.3k $341.3k 0.01% Added +73 +73
86 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,0255.0k $333.0k $333.0k 0.00% Reduced -905 -905
87 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,9314.9k $327.0k $327.0k 0.00% Reduced -125 -125
88 TRANSCEND CAPITAL ADVISORS, LLC 0.04% of their portfolio MADISON, NJ 4,8644.9k $322.5k $322.5k 0.04% Unchanged
89 United Asset Strategies, Inc. 0.04% of their portfolio GARDEN CITY, NY 4,7294.7k $313.6k $313.6k 0.04% Added +1.1k +1,136
90 REGATTA CAPITAL GROUP, LLC 0.11% of their portfolio EL SEGUNDO, CA 4,5644.6k $302.6k $302.6k 0.11% New
91 COMERICA SECURITIES,INC. 0.02% of their portfolio DETROIT, MI 4,5414.5k $301.1k $301.1k 0.02% New
92 Baker Avenue Asset Management, LP 0.02% of their portfolio SAN FRANCISCO, CA 4,1594.2k $275.8k $275.8k 0.02% New
93 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 4,0444.0k $268.2k $268.2k 0.01% Reduced -11.7k -11,741
94 Millburn Ridgefield LLC /DE/ 0.01% of their portfolio New York, NY 3,7563.8k $249.0k $249.0k 0.01% New
95 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 3,7333.7k $247.5k $247.5k 0.00% New
96 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 3,6853.7k $244.0k $244.0k 0.01% Unchanged
97 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 3,6113.6k $239.4k $239.4k 0.00% New
98 Foster Group, Inc. 0.02% of their portfolio WEST DES MOINES, IA 3,4043.4k $225.7k $225.7k 0.02% Added +119 +119
99 RCS Financial Planning, LLC 0.22% of their portfolio ANNAPOLIS, MD 3,3953.4k $225.1k $225.1k 0.22% First filing
100 MKT Advisors LLC 0.16% of their portfolio CARLSBAD, CA 3,1303.1k $214.2k $214.2k 0.16% Reduced -672 -672