Vault-13

ISHARES TR SUSL

ESG MSCI LEADR · ETP · CUSIP 46435U218

158 institutional holders -1 vs Q4 2024
7,126,6957.1m shares reported held*
$682.1mreported value*
10 new 52 added 55 reduced 12 sold out net sold ≈ $21.6m (-225.7k 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 ($92.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.70.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 115Q4 22: 130Q1 23: 127Q2 23: 122Q3 23: 131Q4 23: 139Q1 24: 145Q2 24: 146Q3 24: 156Q4 24: 159Q1 25: 158158Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022115
Q4 2022130
Q1 2023127
Q2 2023122
Q3 2023131
Q4 2023139
Q1 2024145
Q2 2024146
Q3 2024156
Q4 2024159
Q1 2025158

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 38 bought or addedQ2 23: 73 cut or sold outQ3 23: 58 bought or addedQ3 23: 57 cut or sold outQ3 23Q4 23: 69 bought or addedQ4 23: 46 cut or sold outQ1 24: 46 bought or addedQ1 24: 68 cut or sold outQ1 24Q2 24: 53 bought or addedQ2 24: 74 cut or sold outQ3 24: 70 bought or addedQ3 24: 54 cut or sold outQ3 24Q4 24: 55 bought or addedQ4 24: 75 cut or sold outQ1 25: 62 bought or addedQ1 25: 67 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233873
Q3 20235857
Q4 20236946
Q1 20244668
Q2 20245374
Q3 20247054
Q4 20245575
Q1 20256267

Biggest buyers

FMR LLC Added +27,990+28.0k
MORGAN STANLEY Added +20,088+20.1k
FLOW TRADERS U.S. LLC New +15,568+15.6k
Creative Planning Added +13,589+13.6k
OSAIC HOLDINGS, INC. Added +13,248+13.2k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +10,201+10.2k
Tower Research Capital LLC (TRC) New +8,932+8.9k
Ellevest, Inc. Added +8,565+8.6k
WELLS FARGO & COMPANY/MN Added +8,096+8.1k
Perigon Wealth Management, LLC New +5,947+5.9k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -118,787-118.8k
JPMORGAN CHASE & CO Reduced -53,818-53.8k
MERCER GLOBAL ADVISORS INC /ADV Reduced -43,023-43.0k
Independent Advisor Alliance Sold out -27,208-27.2k
GeoWealth Management, LLC Reduced -23,758-23.8k
PRINCIPAL FINANCIAL GROUP INC Reduced -19,736-19.7k
Cambridge Investment Research Advisors, Inc. Reduced -19,194-19.2k
One Wealth Advisors, LLC Reduced -11,888-11.9k
TOWNSQUARE CAPITAL LLC Sold out -8,562-8.6k
RETIREMENT CAPITAL STRATEGIES Reduced -8,300-8.3k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of Italy 8.37% of their portfolio ROME, L6 1,653,1851.7m $158.4m $158.4m 8.37% Unchanged
2 MERCER GLOBAL ADVISORS INC /ADV 0.18% of their portfolio DENVER, CO 810,133810.1k $77.6m $77.6m 0.18% Reduced -43.0k -43,023
3 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 696,901696.9k $66.8m $66.8m 0.02% Reduced -118.8k -118,787
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 483,961484.0k $46.4m $46.4m 0.00% Reduced -53.8k -53,818
5 FMR LLC 0.00% of their portfolio BOSTON, MA 420,812420.8k $40.3m $40.3m 0.00% Added +28.0k +27,990
6 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 350,504350.5k $33.6m $33.6m 0.01% Added +1.9k +1,857
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 240,183240.2k $23.0m $23.0m 0.04% Added +5.9k +5,917
8 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 225,355225.4k $21.6m $21.6m 0.02% Added +13.6k +13,589
9 Allworth Financial LP 0.10% of their portfolio FOLSOM, CA 188,350188.3k $17.7m $17.7m 0.10% Added +1.7k +1,733
10 Ellevest, Inc. 0.76% of their portfolio NEW YORK, NY 119,336119.3k $11.4m $11.4m 0.76% Added +8.6k +8,565
11 GeoWealth Management, LLC 0.43% of their portfolio CHICAGO, IL 111,348111.3k $10.7m $10.7m 0.43% Reduced -23.8k -23,758
12 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 91,29491.3k $8.7m $8.7m 0.00% Reduced -19.7k -19,736
13 OneDigital Investment Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 87,05887.1k $8.3m $8.3m 0.10% Added +2.9k +2,919
14 Sanctuary Advisors, LLC 0.06% of their portfolio INDIANAPOLIS, IN 83,62183.6k $8.0m $8.0m 0.06% Reduced -3.4k -3,359
15 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.15% of their portfolio MINNEAPOLIS, MN 81,78681.8k $7.8m $7.8m 0.15% Added +10.2k +10,201
16 W ADVISORS, LLC 4.21% of their portfolio Germantown, TN 70,26370.3k $6.7m $6.7m 4.21% Unchanged
17 One Wealth Advisors, LLC 1.00% of their portfolio SAN FRANCISCO, CA 70,16470.2k $6.7m $6.7m 1.00% Reduced -11.9k -11,888
18 Robertson Stephens Wealth Management, LLC 0.23% of their portfolio San Francisco, CA 65,10765.1k $6.2m $6.2m 0.23% Added +5.1k +5,055
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 64,41564.4k $6.2m $6.2m 0.00% Reduced -4.2k -4,168
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 55,45555.5k $5.3m $5.3m 0.01% Reduced -1.1k -1,119
21 BLUESTEM FINANCIAL ADVISORS, LLC 2.33% of their portfolio SAVOY, IL 51,97352.0k $5.0m $5.0m 2.33% Added +126 +126
22 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 43,70043.7k $4.2m $4.2m 0.05% Reduced -1.5k -1,499
23 SK Wealth Management, LLC 2.04% of their portfolio PROVIDENCE, RI 42,77542.8k $3.8m $3.8m 2.04% Added +666 +666
24 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 42,52042.5k $4.1m $4.1m 0.05% Reduced -1.0k -1,006
25 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 35,58935.6k $3.4m $3.4m 0.01% Added +13.2k +13,248
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 34,40034.4k $3.3m $3.3m 0.00% Reduced -6.2k -6,150
27 BFSG, LLC 0.33% of their portfolio IRVINE, CA 28,40628.4k $2.7m $2.7m 0.33% Added +12 +12
28 SAX WEALTH ADVISORS, LLC 0.18% of their portfolio PARSIPPANY, NJ 26,06326.1k $2.5m $2.5m 0.18% Reduced -2.1k -2,133
29 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 23,14523.1k $2.2m $2.2m 0.00% Reduced -1.8k -1,822
30 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 22,72522.7k $2.2m $2.2m 0.00% Added +2.0k +2,011
31 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 22,39522.4k $2.1m $2.1m 0.00% Added +20.1k +20,088
32 Omega Financial Group, LLC 0.82% of their portfolio Santa Barbara, CA 22,21522.2k $2.1m $2.1m 0.82% Added +1.7k +1,747
33 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 22,01622.0k $2.1m $2.1m 0.00% Reduced -1.5k -1,539
34 KICKSTAND VENTURES, LLC. 0.52% of their portfolio PITTSFORD, NY 20,90420.9k $2.0m $2.0m 0.52% Added +1.8k +1,790
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 20,03520.0k $1.9m $1.9m 0.00% Added +8.1k +8,096
36 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 19,64019.6k $1.9m $1.9m 0.03% Reduced -2.9k -2,906
37 Walkner Condon Financial Advisors LLC 0.38% of their portfolio MADISON, WI 19,47419.5k $1.9m $1.9m 0.38% Added +1.6k +1,555
38 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 16,55216.6k $1.6m $1.6m 0.02% Unchanged
39 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 16,41516.4k $1.6m $1.6m 0.02% Reduced -846 -846
40 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,38716.4k $1.6m $1.6m 0.01% Unchanged
41 CFS Investment Advisory Services, LLC 0.14% of their portfolio TOTOWA, NJ 16,07616.1k $1.5m $1.5m 0.14% Reduced -1.1k -1,076
42 Ashton Thomas Private Wealth, LLC 0.06% of their portfolio SCOTTSDALE, AZ 15,76515.8k $1.5m $1.5m 0.06% Reduced -99 -99
43 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 15,56815.6k $1.5m $1.5m 0.06% New
44 Values Added Financial LLC 0.82% of their portfolio WASHINGTON, DC 15,51615.5k $1.5m $1.5m 0.82% Added +397 +397
45 Keebeck Wealth Management 0.22% of their portfolio Chicago, IL 15,41815.4k $1.5m $1.5m 0.22% Reduced -4.6k -4,646
46 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 15,14915.1k $1.5m $1.5m 0.04% Reduced -1.1k -1,129
47 Friedenthal Financial 0.82% of their portfolio MARLTON, NJ 14,29014.3k $1.4m $1.4m 0.82% Unchanged
48 Cypress Wealth Services, LLC 0.26% of their portfolio PALM DESERT, CA 13,59013.6k $1.3m $1.3m 0.26% Reduced -1.8k -1,848
49 Orgel Wealth Management, LLC 0.03% of their portfolio ALTOONA, WI 13,25613.3k $1.3m $1.3m 0.03% Added +1.7k +1,686
50 Bond & Devick Financial Network, Inc. 0.44% of their portfolio ST. LOUIS PARK, MN 12,55012.6k $1.2m $1.2m 0.44% Added +2.8k +2,822
51 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,20612.2k $1.2m $1.2m 0.00% Reduced -1.6k -1,579
52 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 12,00412.0k $1.2m $1.2m 0.01% Added +16 +16
53 Zhang Financial LLC 0.06% of their portfolio PORTAGE, MI 11,34211.3k $1.1m $1.1m 0.06% Reduced -94 -94
54 Obsido Oy 0.93% of their portfolio TAMPERE, H9 11,31511.3k $1.1m $1.1m 0.93% Added +377 +377
55 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 11,15111.2k $1.1m $1.1m 0.04% Added +2.8k +2,842
56 Bluespring Wealth Management, LLC 0.11% of their portfolio AUSTIN, TX 10,91010.9k $1.0m $1.0m 0.11% Reduced -119 -119
57 Affinity Capital Advisors, LLC 0.20% of their portfolio BERKELEY, CA 10,87010.9k $1.0m $1.0m 0.20% Added +3.8k +3,780
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,81110.8k $1.0m $1.0m 0.00% Reduced -636 -636
59 RETIREMENT CAPITAL STRATEGIES 0.39% of their portfolio SAN JOSE, CA 10,50710.5k $1.0m $1.0m 0.39% Reduced -8.3k -8,300
60 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,27610.3k $985.0k $985.0k 0.00% Reduced -19.2k -19,194
61 Compass Ion Advisors, LLC 0.11% of their portfolio CONSHOHOCKEN, PA 9,6009.6k $919.8k $919.8k 0.11% Unchanged
62 My Legacy Advisors, LLC 0.34% of their portfolio BEND, OR 9,2969.3k $890.7k $890.7k 0.34% Reduced -650 -650
63 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 8,9328.9k $855.8k $855.8k 0.03% New
64 Csenge Advisory Group 0.05% of their portfolio CLEARWATER, FL 8,8988.9k $810.5k $810.5k 0.05% Reduced -721 -721
65 Martin Worley Group 0.48% of their portfolio COTTONWOOD HEIGHTS, UT 8,7448.7k $837.8k $837.8k 0.48% Unchanged
66 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 8,1218.1k $778.1k $778.1k 0.00% Added +14 +14
67 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 7,9588.0k $762.5k $762.5k 0.01% Reduced -1.2k -1,163
68 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 7,9117.9k $758.0k $758.0k 0.00% Unchanged
69 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,9007.9k $756.9k $756.9k 0.00% Reduced -16 -16
70 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 7,7607.8k $743.5k $743.5k 0.03% Reduced -1.3k -1,339
71 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,3937.4k $708.3k $708.3k 0.00% Reduced -1.6k -1,609
72 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 7,2437.2k $694.0k $694.0k 0.01% Added +1.9k +1,885
73 IMS Capital Management 0.35% of their portfolio PORTLAND, OR 7,2137.2k $691.1k $691.1k 0.35% Unchanged
74 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 6,8546.9k $657.0k $657.0k 0.01% Added +6 +6
75 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 6,7526.8k $646.9k $646.9k 0.02% Added +1.2k +1,193
76 WEALTH ALLIANCE, LLC 0.07% of their portfolio MELLVILLE, NY 6,3886.4k $612.0k $612.0k 0.07% Reduced -213 -213
77 Charter Oak Capital Management, LLC 0.05% of their portfolio PORTSMOUTH, NH 6,2406.2k $597.9k $597.9k 0.05% Unchanged
78 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 6,0956.1k $584.0k $584.0k 0.00% Added +3.0k +3,001
79 Aries Wealth Management 0.16% of their portfolio PORTLAND, ME 5,9766.0k $572.6k $572.6k 0.16% Unchanged
80 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 5,9475.9k $569.8k $569.8k 0.01% New
81 SouthState Bank Corp 0.03% of their portfolio Winter Haven, FL 5,9215.9k $567.3k $567.3k 0.03% New
82 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 5,8065.8k $556.3k $556.3k 0.06% Reduced -71 -71
83 GenTrust, LLC 0.03% of their portfolio MIAMI, FL 5,6755.7k $543.7k $543.7k 0.03% Unchanged
84 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,6465.6k $540.9k $540.9k 0.00% Reduced -3.1k -3,058
85 CI INVESTMENTS INC. 0.00% of their portfolio TORONTO, Z4 5,4195.4k $519.0k $519.0k 0.00% Added +50 +50
86 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 4,8934.9k $468.8k $468.8k 0.00% Added +46 +46
87 SkyView Investment Advisors, LLC 0.07% of their portfolio SHREWSBURY, NJ 4,8744.9k $467.0k $467.0k 0.07% Added +82 +82
88 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 4,7984.8k $459.7k $459.7k 0.03% Added +739 +739
89 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 4,5514.6k $436.0k $436.0k 0.02% Reduced -419 -419
90 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 4,5084.5k $431.9k $431.9k 0.00% Reduced -781 -781
91 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 4,4994.5k $431.0k $431.0k 0.00% Added +2 +2
92 Shared Vision Wealth Group LLC 0.23% of their portfolio CARLSBAD, X1 4,4904.5k $430.2k $430.2k 0.23% Reduced -608 -608
93 FIRETHORN WEALTH PARTNERS, LLC 0.19% of their portfolio AUGUSTA, GA 4,2114.2k $403.4k $403.4k 0.19% Reduced -431 -431
94 Fragasso Financial Advisors Inc 0.03% of their portfolio SEWICKLEY, PA 4,2094.2k $403.3k $403.3k 0.03% Added +395 +395
95 United Asset Strategies, Inc. 0.04% of their portfolio GARDEN CITY, NY 4,2024.2k $402.6k $402.6k 0.04% Reduced -62 -62
96 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 4,2004.2k $402.4k $402.4k 0.00% Reduced -300 -300
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 3,9894.0k $382.2k $382.2k 0.00% Added +1.2k +1,209
98 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 3,9744.0k $380.7k $380.7k 0.00% Unchanged
99 Balance Wealth Partners LLC 0.25% of their portfolio WORTHINGTON, OH 3,9413.9k $377.6k $377.6k 0.25% First filing
100 Vested Financial Planning, LLC 0.38% of their portfolio SAN CARLOS, CA 3,9403.9k $377.5k $377.5k 0.38% Reduced -1.2k -1,229