Vault-13

ISHARES TR SUSL

ESG MSCI LEADR · ETP · CUSIP 46435U218

146 institutional holders +1 vs Q1 2024
9,139,4719.1m shares reported held*
$889.3mreported value*
14 new 39 added 59 reduced 15 sold out net sold ≈ $162.1m (-1.7m 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. Holder counts are more reliable. Implied quarter-end price ≈ $97.30.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 115Q4 22: 130Q1 23: 127Q2 23: 122Q3 23: 131Q4 23: 139Q1 24: 145Q2 24: 146146Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022115
Q4 2022130
Q1 2023127
Q2 2023122
Q3 2023131
Q4 2023139
Q1 2024145
Q2 2024146

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 outQ2 23: 38 bought or addedQ2 23: 73 cut or sold outQ2 23Q3 23: 58 bought or addedQ3 23: 57 cut or sold outQ4 23: 69 bought or addedQ4 23: 46 cut or sold outQ4 23Q1 24: 46 bought or addedQ1 24: 68 cut or sold outQ2 24: 53 bought or addedQ2 24: 74 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226845
Q1 20235568
Q2 20233873
Q3 20235857
Q4 20236946
Q1 20244668
Q2 20245374

Biggest buyers

FMR LLC Added +81,445+81.4k
ENVESTNET ASSET MANAGEMENT INC Added +76,347+76.3k
MERCER GLOBAL ADVISORS INC /ADV Added +74,656+74.7k
OneDigital Investment Advisors LLC Added +67,719+67.7k
SAX WEALTH ADVISORS, LLC New +28,997+29.0k
RETIREMENT CAPITAL STRATEGIES Added +18,461+18.5k
Ellevest, Inc. Added +10,407+10.4k
Farther Finance Advisors, LLC Added +9,890+9.9k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +8,654+8.7k
WELLS FARGO & COMPANY/MN Added +4,507+4.5k

Biggest sellers

Bank of Italy Reduced -1,753,719-1.8m
JPMORGAN CHASE & CO Reduced -143,802-143.8k
PRINCIPAL FINANCIAL GROUP INC Reduced -36,622-36.6k
GOLDMAN SACHS GROUP INC Sold out -27,996-28.0k
FLOW TRADERS U.S. LLC Sold out -24,446-24.4k
MISSION WEALTH MANAGEMENT, LP Sold out -12,698-12.7k
Integrated Wealth Concepts LLC Reduced -11,363-11.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -8,050-8.1k
One Wealth Advisors, LLC Reduced -6,751-6.8k
GeoWealth Management, LLC Reduced -6,373-6.4k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of Italy 11.83% of their portfolio ROME, L6 3,201,5323.2m $311.9m $311.9m 11.83% Reduced -1.8m -1,753,719
2 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,215,3201.2m $118.4m $118.4m 0.01% Reduced -143.8k -143,802
3 MERCER GLOBAL ADVISORS INC /ADV 0.20% of their portfolio DENVER, CO 739,624739.6k $71.8m $71.8m 0.20% Added +74.7k +74,656
4 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 672,387672.4k $65.5m $65.5m 0.02% Added +76.3k +76,347
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 336,943336.9k $32.8m $32.8m 0.01% Added +2.4k +2,442
6 FMR LLC 0.00% of their portfolio BOSTON, MA 295,618295.6k $28.8m $28.8m 0.00% Added +81.4k +81,445
7 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 214,157214.2k $20.9m $20.9m 0.02% Reduced -712 -712
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 211,358211.4k $20.6m $20.6m 0.05% Reduced -2.5k -2,514
9 Allworth Financial LP 0.12% of their portfolio FOLSOM, CA 195,000195.0k $19.0m $19.0m 0.12% Added +3.8k +3,782
10 GeoWealth Management, LLC 0.74% of their portfolio CHICAGO, IL 175,048175.0k $17.1m $17.1m 0.74% Reduced -6.4k -6,373
11 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 105,445105.4k $9.6m $9.6m 0.07% First filing
12 Ellevest, Inc. 0.55% of their portfolio NEW YORK, NY 93,51493.5k $9.1m $9.1m 0.55% Added +10.4k +10,407
13 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 86,16786.2k $8.4m $8.4m 0.00% Reduced -36.6k -36,622
14 OneDigital Investment Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 85,06385.1k $8.3m $8.3m 0.10% Added +67.7k +67,719
15 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.17% of their portfolio MINNEAPOLIS, MN 82,59282.6k $8.0m $8.0m 0.17% Added +8.7k +8,654
16 One Wealth Advisors, LLC 1.66% of their portfolio SAN FRANCISCO, CA 82,35582.4k $7.8m $7.8m 1.66% Reduced -6.8k -6,751
17 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 74,73174.7k $7.3m $7.3m 0.00% Reduced -221 -221
18 RPg Family Wealth Advisory, LLC 2.31% of their portfolio BURLINGTON, MA 72,00672.0k $7.0m $7.0m 2.31% Reduced -412 -412
19 W ADVISORS, LLC 4.58% of their portfolio Germantown, TN 71,71471.7k $7.0m $7.0m 4.58% Reduced -1.1k -1,144
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 57,66957.7k $5.6m $5.6m 0.01% Added +342 +342
21 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 46,04046.0k $4.5m $4.5m 0.06% Reduced -11.4k -11,363
22 Aptus Capital Advisors, LLC 0.08% of their portfolio FAIRHOPE, AL 42,37642.4k $4.1m $4.1m 0.08% Reduced -138 -138
23 BLUESTEM FINANCIAL ADVISORS, LLC 1.91% of their portfolio SAVOY, IL 38,81838.8k $3.8m $3.8m 1.91% Reduced -344 -344
24 Robertson Stephens Wealth Management, LLC 0.19% of their portfolio San Francisco, CA 36,68736.7k $3.6m $3.6m 0.19% Added +394 +394
25 RETIREMENT CAPITAL STRATEGIES 1.43% of their portfolio SAN JOSE, CA 36,56636.6k $3.6m $3.6m 1.43% Added +18.5k +18,461
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 32,39432.4k $3.2m $3.2m 0.00% Reduced -3.1k -3,072
27 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 31,30731.3k $3.1m $3.1m 0.07% Added +3.6k +3,582
28 SAX WEALTH ADVISORS, LLC 0.27% of their portfolio PARSIPPANY, NJ 28,99729.0k $2.8m $2.8m 0.27% New
29 BFSG, LLC 0.35% of their portfolio IRVINE, CA 28,41228.4k $2.8m $2.8m 0.35% Reduced -30 -30
30 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 28,34828.3k $2.8m $2.8m 0.01% Reduced -65 -65
31 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 26,74126.7k $2.6m $2.6m 0.00% Reduced -1.9k -1,882
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 23,83023.8k $2.3m $2.3m 0.00% Added +1.8k +1,751
33 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 22,30522.3k $2.2m $2.2m 0.04% Reduced -574 -574
34 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 21,73121.7k $2.1m $2.1m 0.01% Reduced -976 -976
35 Omega Financial Group, LLC 0.85% of their portfolio Santa Barbara, CA 21,47221.5k $2.1m $2.1m 0.85% Added +496 +496
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,37921.4k $2.1m $2.1m 0.00% Reduced -8.1k -8,050
37 Keebeck Wealth Management 0.30% of their portfolio Chicago, IL 20,82820.8k $2.0m $2.0m 0.30% Added +35 +35
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 20,80420.8k $2.0m $2.0m 0.00% Added +2.4k +2,418
39 KICKSTAND VENTURES, LLC. 0.51% of their portfolio PITTSFORD, NY 19,05019.1k $1.9m $1.9m 0.51% Reduced -109 -109
40 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 17,57917.6k $1.6m $1.6m 0.02% Reduced -90 -90
41 CFS Investment Advisory Services, LLC 0.14% of their portfolio TOTOWA, NJ 17,37217.4k $1.7m $1.7m 0.14% Added +84 +84
42 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,54516.5k $1.6m $1.6m 0.00% Added +4.5k +4,507
43 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 16,54516.5k $1.6m $1.6m 0.08% Added +9.9k +9,890
44 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 16,38716.4k $1.6m $1.6m 0.02% Unchanged
45 Cypress Wealth Services, LLC 0.34% of their portfolio PALM DESERT, CA 15,45615.5k $1.5m $1.5m 0.34% Reduced -1.5k -1,480
46 Friedenthal Financial 0.87% of their portfolio MARLTON, NJ 14,29014.3k $1.4m $1.4m 0.87% Reduced -1.5k -1,545
47 My Legacy Advisors, LLC 0.44% of their portfolio BEND, OR 13,99914.0k $1.4m $1.4m 0.44% Reduced -498 -498
48 Bluespring Wealth Management, LLC 0.13% of their portfolio AUSTIN, TX 12,84712.8k $1.3m $1.3m 0.13% Added +3.3k +3,345
49 Values Added Financial LLC 0.87% of their portfolio WASHINGTON, DC 12,36012.4k $1.2m $1.2m 0.87% Added +1.7k +1,748
50 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 12,33312.3k $1.2m $1.2m 0.00% Reduced -2.0k -1,965
51 Private Ocean, LLC 0.10% of their portfolio SAN RAFAEL, CA 11,95112.0k $1.2m $1.2m 0.10% Reduced -657 -657
52 Orgel Wealth Management, LLC 0.03% of their portfolio ALTOONA, WI 11,75711.8k $1.1m $1.1m 0.03% Added +36 +36
53 Csenge Advisory Group 0.06% of their portfolio CLEARWATER, FL 10,91810.9k $1.1m $1.1m 0.06% Reduced -62 -62
54 Compass Ion Advisors, LLC 0.13% of their portfolio CONSHOHOCKEN, PA 9,6009.6k $901.0k $901.0k 0.13% Unchanged
55 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 8,9699.0k $873.8k $873.8k 0.03% Added +43 +43
56 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 8,5628.6k $834.2k $834.2k 0.01% Unchanged
57 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 8,4618.5k $824.4k $824.4k 0.01% Added +213 +213
58 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 8,3658.4k $815.0k $815.0k 0.01% Reduced -72 -72
59 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 8,3238.3k $810.9k $810.9k 0.00% Reduced -63 -63
60 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 8,0748.1k $786.7k $786.7k 0.01% Added +51 +51
61 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 8,0268.0k $782.0k $782.0k 0.04% Unchanged
62 TCWP LLC 1.80% of their portfolio Beachwood, OH 7,5287.5k $733.5k $733.5k 1.80% Unchanged
63 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,2637.3k $707.7k $707.7k 0.00% Reduced -1.1k -1,135
64 IMS Capital Management 0.33% of their portfolio PORTLAND, OR 7,2137.2k $716.6k $716.6k 0.33% Added +8 +8
65 SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 0.14% of their portfolio COLUMBIA, SC 7,1897.2k $700.4k $700.4k 0.14% Reduced -280 -280
66 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 6,3156.3k $615.2k $615.2k 0.00% Reduced -581 -581
67 Charter Oak Capital Management, LLC 0.06% of their portfolio PORTSMOUTH, NH 6,2406.2k $608.0k $608.0k 0.06% Unchanged
68 Aries Wealth Management 0.18% of their portfolio PORTLAND, ME 5,9766.0k $582.2k $582.2k 0.18% Unchanged
69 WEALTH ALLIANCE, LLC 0.08% of their portfolio MELLVILLE, NY 5,9706.0k $581.6k $581.6k 0.08% Reduced -1.6k -1,629
70 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 5,8905.9k $573.9k $573.9k 0.07% Reduced -298 -298
71 CI INVESTMENTS INC. 0.00% of their portfolio TORONTO, Z4 5,8445.8k $569.0k $569.0k 0.00% Reduced -350 -350
72 GenTrust, LLC 0.03% of their portfolio MIAMI, FL 5,6755.7k $552.9k $552.9k 0.03% Unchanged
73 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 5,5365.5k $539.4k $539.4k 0.02% Added +12 +12
74 EverSource Wealth Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 5,1105.1k $499.4k $499.4k 0.03% Unchanged
75 Shared Vision Wealth Group LLC 0.29% of their portfolio CARLSBAD, X1 5,0985.1k $496.7k $496.7k 0.29% Reduced -893 -893
76 SkyView Investment Advisors, LLC 0.09% of their portfolio SHREWSBURY, NJ 5,0045.0k $488.0k $488.0k 0.09% Reduced -67 -67
77 Wharton Business Group, LLC 0.03% of their portfolio MALVERN, PA 4,9905.0k $486.0k $486.0k 0.03% Unchanged
78 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 4,7844.8k $466.1k $466.1k 0.00% Reduced -459 -459
79 FIRETHORN WEALTH PARTNERS, LLC 0.26% of their portfolio AUGUSTA, GA 4,6754.7k $455.5k $455.5k 0.26% Reduced -449 -449
80 United Asset Strategies, Inc. 0.04% of their portfolio GARDEN CITY, NY 4,6464.6k $452.6k $452.6k 0.04% Reduced -44 -44
81 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 4,4924.5k $437.6k $437.6k 0.01% Added +2 +2
82 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 4,4004.4k $428.7k $428.7k 0.00% Reduced -700 -700
83 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 4,3204.3k $421.0k $421.0k 0.02% Reduced -325 -325
84 Affinity Capital Advisors, LLC 0.09% of their portfolio BERKELEY, CA 4,2774.3k $416.7k $416.7k 0.09% Added +464 +464
85 NOVARE CAPITAL MANAGEMENT LLC 0.04% of their portfolio CHARLOTTE, NC 4,1904.2k $408.2k $408.2k 0.04% New
86 True Link Financial Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 3,9994.0k $389.6k $389.6k 0.04% Reduced -1.9k -1,927
87 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 3,9884.0k $388.6k $388.6k 0.00% Reduced -104 -104
88 WIN ADVISORS, INC 0.17% of their portfolio PALM BEACH GARDENS, FL 3,9734.0k $387.1k $387.1k 0.17% New
89 Better Money Decisions, LLC 0.29% of their portfolio Santa Fe, NM 3,9664.0k $386.4k $386.4k 0.29% Added +9 +9
90 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 3,8493.8k $375.0k $375.0k 0.02% Reduced -245 -245
91 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 3,8233.8k $372.5k $372.5k 0.01% Reduced -81 -81
92 Fragasso Financial Advisors Inc 0.03% of their portfolio SEWICKLEY, PA 3,8143.8k $371.6k $371.6k 0.03% New
93 SWEENEY & MICHEL, LLC 0.16% of their portfolio CHICO, CA 3,6873.7k $367.1k $367.1k 0.16% Added +208 +208
94 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 3,6073.6k $351.4k $351.4k 0.02% Unchanged
95 Mayflower Financial Advisors, LLC 0.06% of their portfolio BOSTON, MA 3,6013.6k $350.8k $350.8k 0.06% Reduced -198 -198
96 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 3,4153.4k $332.7k $332.7k 0.01% Reduced -190 -190
97 PFG Investments, LLC 0.02% of their portfolio WOODBURY, NY 3,3413.3k $325.5k $325.5k 0.02% Added +258 +258
98 Apexium Financial, LP 0.02% of their portfolio Dallas, TX 3,2623.3k $317.8k $317.8k 0.02% Added +490 +490
99 MKT Advisors LLC 0.15% of their portfolio CARLSBAD, CA 3,1303.1k $311.6k $311.6k 0.15% Unchanged
100 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 3,1203.1k $304.0k $304.0k 0.02% Reduced -137 -137