Vault-13

ISHARES TR SUSL

ESG MSCI LEADR · ETP · CUSIP 46435U218

127 institutional holders -3 vs Q4 2022
39,449,11139.4m shares reported held*
$2.8bnreported value*
17 new 38 added 48 reduced 20 sold out net bought ≈ $73.5m (+1.0m 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 ($428.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $71.27.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 115Q4 22: 130Q1 23: 127127Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022115
Q4 2022130
Q1 2023127

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 68 bought or addedQ4 22: 45 cut or sold outQ4 22Q1 23: 55 bought or addedQ1 23: 68 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226845
Q1 20235568

Biggest buyers

Ilmarinen Mutual Pension Insurance Co Added +1,493,448+1.5m
MERCER GLOBAL ADVISORS INC /ADV Added +120,131+120.1k
PRINCIPAL FINANCIAL GROUP INC New +77,414+77.4k
FMR LLC Added +49,736+49.7k
MGO ONE SEVEN LLC New +46,043+46.0k
Creative Planning Added +40,999+41.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +19,023+19.0k
Allworth Financial LP Added +17,295+17.3k
OneDigital Investment Advisors LLC New +12,010+12.0k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +9,223+9.2k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -309,542-309.5k
JPMORGAN CHASE & CO Reduced -162,156-162.2k
FUKOKU MUTUAL LIFE INSURANCE Co Sold out -128,000-128.0k
PARK AVENUE SECURITIES LLC Sold out -51,774-51.8k
MML INVESTORS SERVICES, LLC Sold out -27,731-27.7k
OSAIC HOLDINGS, INC. Reduced -24,775-24.8k
Wealthcare Advisory Partners LLC Sold out -13,821-13.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -13,456-13.5k
TCWP LLC Reduced -12,730-12.7k
WealthShield Partners, LLC Reduced -12,297-12.3k

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ilmarinen Mutual Pension Insurance Co 27.38% of their portfolio HELSINKI, H9 28,056,33728.1m $2.0bn $2.0bn 27.38% Added +1.5m +1,493,448
2 Bank of Italy 14.92% of their portfolio ROME, L6 6,282,0816.3m $447.7m $447.7m 14.92% Unchanged
3 SWISS RE LTD 17.77% of their portfolio ZURICH, V8 1,062,6551.1m $75.7m $75.7m 17.77% Unchanged
4 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 863,577863.6k $61.5m $61.5m 0.01% Reduced -162.2k -162,156
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 349,223349.2k $24.9m $24.9m 0.01% Reduced -271 -271
6 MERCER GLOBAL ADVISORS INC /ADV 0.09% of their portfolio DENVER, CO 275,347275.3k $19.6m $19.6m 0.09% Added +120.1k +120,131
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 251,661251.7k $17.9m $17.9m 0.01% Reduced -309.5k -309,542
8 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 230,717230.7k $16.4m $16.4m 0.02% Added +41.0k +40,999
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 128,369128.4k $9.1m $9.1m 0.00% Reduced -286 -286
10 Allworth Financial LP 0.08% of their portfolio FOLSOM, CA 112,858112.9k $8.0m $8.0m 0.08% Added +17.3k +17,295
11 First Ascent Asset Management, LLC 1.19% of their portfolio DENVER, CO 112,657112.7k $8.0m $8.0m 1.19% Added +5.9k +5,947
12 WEALTHSOURCE PARTNERS, LLC 0.52% of their portfolio SAN LUIS OBISPO, CA 108,609108.6k $7.7m $7.7m 0.52% Reduced -7.4k -7,431
13 One Wealth Advisors, LLC 1.77% of their portfolio SAN FRANCISCO, CA 107,442107.4k $7.7m $7.7m 1.77% Reduced -2.7k -2,733
14 Integrated Wealth Concepts LLC 0.14% of their portfolio WALTHAM, MA 93,95194.0k $6.7m $6.7m 0.14% Added +3.0k +2,979
15 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.18% of their portfolio MINNEAPOLIS, MN 85,67185.7k $6.1m $6.1m 0.18% Added +9.2k +9,223
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 78,67478.7k $5.6m $5.6m 0.07% Added +19.0k +19,023
17 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 77,41477.4k $5.5m $5.5m 0.00% New
18 W ADVISORS, LLC 4.51% of their portfolio Germantown, TN 76,69476.7k $5.5m $5.5m 4.51% Reduced -242 -242
19 FMR LLC 0.00% of their portfolio BOSTON, MA 72,82872.8k $5.2m $5.2m 0.00% Added +49.7k +49,736
20 RPg Family Wealth Advisory, LLC 2.51% of their portfolio BURLINGTON, MA 64,21864.2k $4.6m $4.6m 2.51% Added +5.6k +5,579
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 50,48350.5k $3.6m $3.6m 0.01% Reduced -7.0k -7,037
22 MGO ONE SEVEN LLC 0.21% of their portfolio Beachwood, OH 46,04346.0k $3.3m $3.3m 0.21% New
23 TCWP LLC 0.62% of their portfolio Beachwood, OH 45,98346.0k $3.3m $3.3m 0.62% Reduced -12.7k -12,730
24 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 44,34144.3k $3.2m $3.2m 0.01% Reduced -24.8k -24,775
25 BLUESTEM FINANCIAL ADVISORS, LLC 1.80% of their portfolio SAVOY, IL 41,06241.1k $2.9m $2.9m 1.80% Added +289 +289
26 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 30,32130.3k $2.2m $2.2m 0.04% Reduced -2.6k -2,569
27 Keebeck Wealth Management 0.34% of their portfolio Chicago, IL 29,94929.9k $2.1m $2.1m 0.34% Reduced -8.3k -8,312
28 True Link Financial Advisors, LLC 0.26% of their portfolio SAN FRANCISCO, CA 29,45329.5k $2.1m $2.1m 0.26% Reduced -5.9k -5,866
29 Omega Financial Group, LLC 0.90% of their portfolio Santa Barbara, CA 27,32727.3k $1.9m $1.9m 0.90% Added +4.5k +4,544
30 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 27,24327.2k $1.9m $1.9m 0.01% Added +6.1k +6,140
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,44025.4k $1.8m $1.8m 0.00% Reduced -6.5k -6,510
32 Cypress Wealth Services, LLC 0.49% of their portfolio PALM DESERT, CA 23,35223.4k $1.7m $1.7m 0.49% Reduced -2.1k -2,059
33 My Legacy Advisors, LLC 0.61% of their portfolio BEND, OR 19,85019.9k $1.4m $1.4m 0.61% Added +640 +640
34 Csenge Advisory Group 0.10% of their portfolio CLEARWATER, FL 19,67719.7k $1.4m $1.4m 0.10% Reduced -1.3k -1,332
35 CFS Investment Advisory Services, LLC 0.25% of their portfolio TOTOWA, NJ 19,60319.6k $1.4m $1.4m 0.25% Reduced -2.9k -2,918
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 18,08918.1k $1.3m $1.3m 0.00% Added +116 +116
37 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 16,38716.4k $1.2m $1.2m 0.02% Reduced -3.6k -3,576
38 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 16,23916.2k $1.2m $1.2m 0.01% Added +583 +583
39 Friedenthal Financial 0.79% of their portfolio MARLTON, NJ 15,75515.8k $1.1m $1.1m 0.79% Added +116 +116
40 WEALTH ALLIANCE, LLC 0.16% of their portfolio MELLVILLE, NY 14,01214.0k $998.5k $998.5k 0.16% Reduced -1.5k -1,528
41 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 13,92013.9k $991.9k $991.9k 0.00% Added +348 +348
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,37913.4k $953.4k $953.4k 0.00% Reduced -13.5k -13,456
43 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 12,90012.9k $919.3k $919.3k 0.00% Reduced -380 -380
44 Private Ocean, LLC 0.12% of their portfolio SAN RAFAEL, CA 12,53112.5k $892.9k $892.9k 0.12% Added +21 +21
45 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 12,01012.0k $855.8k $855.8k 0.02% New
46 Orgel Wealth Management, LLC 0.03% of their portfolio ALTOONA, WI 11,72611.7k $835.6k $835.6k 0.03% Reduced -1.7k -1,727
47 Bluespring Wealth Management, LLC 0.11% of their portfolio AUSTIN, TX 11,58411.6k $825.5k $825.5k 0.11% Added +19 +19
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,52711.5k $821.0k $821.0k 0.00% Added +912 +912
49 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 10,92210.9k $778.3k $778.3k 0.00% Added +1.0k +1,029
50 NWAM LLC 0.08% of their portfolio MERCER ISLAND, WA 10,74910.7k $766.0k $766.0k 0.08% Reduced -522 -522
51 Mayflower Financial Advisors, LLC 0.10% of their portfolio BOSTON, MA 10,20210.2k $727.0k $727.0k 0.10% Reduced -6.7k -6,722
52 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 9,8129.8k $699.2k $699.2k 0.01% Added +12 +12
53 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 8,8438.8k $630.2k $630.2k 0.00% Reduced -53 -53
54 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 8,6308.6k $615.0k $615.0k 0.00% Reduced -3.5k -3,475
55 CI INVESTMENTS INC. 0.00% of their portfolio TORONTO, Z4 8,5298.5k $608.0k $608.0k 0.00% Reduced -1.4k -1,450
56 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 8,3638.4k $595.9k $595.9k 0.01% Unchanged
57 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 8,3028.3k $591.6k $591.6k 0.06% Added +3.1k +3,141
58 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 8,1468.1k $580.5k $580.5k 0.03% Added +35 +35
59 Detalus Advisors, LLC 0.26% of their portfolio ST. LOUIS, MO 7,5307.5k $536.6k $536.6k 0.26% New
60 IMS Capital Management 0.31% of their portfolio PORTLAND, OR 7,4057.4k $527.7k $527.7k 0.31% Unchanged
61 FIRETHORN WEALTH PARTNERS, LLC 0.41% of their portfolio AUGUSTA, GA 7,3597.4k $530.6k $530.6k 0.41% Reduced -3.8k -3,793
62 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 7,2567.3k $517.1k $517.1k 0.01% New
63 Goodwin Investment Advisory 0.33% of their portfolio WOODSTOCK, GA 7,1527.2k $509.7k $509.7k 0.33% Reduced -180 -180
64 Wharton Business Group, LLC 0.03% of their portfolio MALVERN, PA 7,0407.0k $501.0k $501.0k 0.03% Added +205 +205
65 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 6,9006.9k $491.7k $491.7k 0.00% Reduced -100 -100
66 Robertson Stephens Wealth Management, LLC 0.04% of their portfolio San Francisco, CA 6,8686.9k $489.4k $489.4k 0.04% Reduced -5.8k -5,797
67 BEACON FINANCIAL GROUP 0.08% of their portfolio DALLAS, TX 6,6396.6k $572.0k $572.0k 0.08% Reduced -1.3k -1,265
68 SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 0.14% of their portfolio COLUMBIA, SC 6,5206.5k $464.6k $464.6k 0.14% Reduced -3.5k -3,451
69 Charter Oak Capital Management, LLC 0.06% of their portfolio PORTSMOUTH, NH 6,3006.3k $448.9k $448.9k 0.06% Unchanged
70 United Asset Strategies, Inc. 0.09% of their portfolio GARDEN CITY, NY 6,2326.2k $674.5k $674.5k 0.09% Added +1.5k +1,503
71 SWEENEY & MICHEL, LLC 0.24% of their portfolio CHICO, CA 6,0236.0k $449.9k $449.9k 0.24% First filing
72 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,0066.0k $428.0k $428.0k 0.00% Reduced -10.3k -10,319
73 EverSource Wealth Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 5,7905.8k $412.6k $412.6k 0.05% Reduced -325 -325
74 Farther Finance Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 5,6795.7k $404.7k $404.7k 0.12% Reduced -487 -487
75 GenTrust, LLC 0.03% of their portfolio MIAMI, FL 5,6755.7k $404.4k $404.4k 0.03% Unchanged
76 KB FINANCIAL PARTNERS, LLC 0.12% of their portfolio PRINCETON, NJ 5,6405.6k $402.0k $402.0k 0.12% Reduced -175 -175
77 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 5,1365.1k $366.0k $366.0k 0.03% Reduced -215 -215
78 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 4,9995.0k $356.2k $356.2k 0.01% Reduced -148 -148
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,9384.9k $351.9k $351.9k 0.00% Added +7 +7
80 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,9304.9k $351.0k $351.0k 0.00% Reduced -95 -95
81 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 4,7584.8k $339.1k $339.1k 0.00% Reduced -1.1k -1,106
82 REGATTA CAPITAL GROUP, LLC 0.11% of their portfolio EL SEGUNDO, CA 4,5644.6k $302.6k $302.6k 0.11% Unchanged
83 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 4,4794.5k $319.2k $319.2k 0.01% Added +435 +435
84 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 4,4614.5k $317.9k $317.9k 0.03% New
85 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 4,4464.4k $316.8k $316.8k 0.01% New
86 RCS Financial Planning, LLC 0.28% of their portfolio ANNAPOLIS, MD 4,4024.4k $313.7k $313.7k 0.28% Added +1.0k +1,007
87 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 4,1374.1k $295.0k $295.0k 0.00% Reduced -1.4k -1,389
88 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 3,6053.6k $256.9k $256.9k 0.01% Reduced -80 -80
89 SWS Partners 0.09% of their portfolio COLUMBUS, OH 3,3253.3k $237.0k $237.0k 0.09% New
90 Hoxton Planning & Management, LLC 0.13% of their portfolio SHEPHERDSTOWN, WV 3,2353.2k $230.5k $230.5k 0.13% Reduced -6.7k -6,664
91 High Falls Advisors, Inc 0.07% of their portfolio ROCHESTER, NY 3,1533.2k $224.7k $224.7k 0.07% New
92 MKT Advisors LLC 0.17% of their portfolio CARLSBAD, CA 3,1303.1k $221.4k $221.4k 0.17% Unchanged
93 Dentgroup LLC 0.17% of their portfolio BATON ROUGE, LA 2,8852.9k $205.6k $205.6k 0.17% Reduced -4.5k -4,520
94 JGP Wealth Management, LLC 0.04% of their portfolio BEND, OR 2,8562.9k $203.5k $203.5k 0.04% New
95 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 2,7632.8k $196.9k $196.9k 0.01% Unchanged
96 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 1,9682.0k $140.2k $140.2k 0.02% New
97 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,6041.6k $114.3k $114.3k 0.00% New
98 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 1,2801.3k $91.2k $91.2k 0.01% Unchanged
99 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,1511.2k $82.1k $82.1k 0.00% Added +125 +125
100 DT Investment Partners, LLC 0.01% of their portfolio CHADDS FORD, PA 1,1241.1k $81.1k $81.1k 0.01% Added +69 +69