Vault-13

ISHARES TR SUSL

ESG MSCI LEADR · ETP · CUSIP 46435U218

166 institutional holders +8 vs Q1 2025
7,440,0317.4m shares reported held*
$806.4mreported value*
12 new 54 added 56 reduced 4 sold out net bought ≈ $34.3m (+316.3k 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 ($100.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $108.39.

Trends to Q2 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: 158Q2 25: 166166Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025166

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q3 24: 70 bought or addedQ3 24: 54 cut or sold outQ4 24: 55 bought or addedQ4 24: 75 cut or sold outQ4 24Q1 25: 62 bought or addedQ1 25: 67 cut or sold outQ2 25: 66 bought or addedQ2 25: 60 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235857
Q4 20236946
Q1 20244668
Q2 20245374
Q3 20247054
Q4 20245575
Q1 20256267
Q2 20256660

Biggest buyers

ROYAL BANK OF CANADA Added +374,680+374.7k
Pathstone Holdings, LLC New +77,332+77.3k
RAYMOND JAMES FINANCIAL INC Added +34,665+34.7k
GOLDMAN SACHS GROUP INC Added +19,221+19.2k
TWO SIGMA INVESTMENTS, LP New +9,500+9.5k
Ellevest, Inc. Added +8,424+8.4k
WealthPlan Investment Management, LLC New +6,480+6.5k
Relyea Zuckerberg Hanson LLC New +4,719+4.7k
MARSHALL WACE, LLP New +3,084+3.1k
IFP Advisors, Inc New +2,916+2.9k

Biggest sellers

FMR LLC Reduced -32,018-32.0k
JPMORGAN CHASE & CO Reduced -23,318-23.3k
MORGAN STANLEY Reduced -19,021-19.0k
PRINCIPAL FINANCIAL GROUP INC Reduced -17,825-17.8k
GeoWealth Management, LLC Reduced -16,627-16.6k
FLOW TRADERS U.S. LLC Sold out -15,568-15.6k
MERCER GLOBAL ADVISORS INC /ADV Reduced -15,475-15.5k
Zhang Financial LLC Sold out -11,342-11.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -10,811-10.8k
OneDigital Investment Advisors LLC Reduced -8,864-8.9k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of Italy 8.65% of their portfolio ROME, L6 1,653,1851.7m $179.1m $179.1m 8.65% Unchanged
2 MERCER GLOBAL ADVISORS INC /ADV 0.19% of their portfolio DENVER, CO 794,658794.7k $86.1m $86.1m 0.19% Reduced -15.5k -15,475
3 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 725,184725.2k $78.6m $78.6m 0.01% Added +374.7k +374,680
4 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 688,104688.1k $74.6m $74.6m 0.02% Reduced -8.8k -8,797
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 460,643460.6k $49.9m $49.9m 0.00% Reduced -23.3k -23,318
6 FMR LLC 0.00% of their portfolio BOSTON, MA 388,794388.8k $42.1m $42.1m 0.00% Reduced -32.0k -32,018
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 241,388241.4k $26.4m $26.4m 0.04% Added +1.2k +1,205
8 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 217,973218.0k $23.6m $23.6m 0.02% Reduced -7.4k -7,382
9 Allworth Financial LP 0.10% of their portfolio FOLSOM, CA 189,743189.7k $20.6m $20.6m 0.10% Added +1.4k +1,393
10 Ellevest, Inc. 2.21% of their portfolio NEW YORK, NY 127,760127.8k $13.8m $13.8m 2.21% Added +8.4k +8,424
11 GeoWealth Management, LLC 0.40% of their portfolio CHICAGO, IL 94,72194.7k $10.3m $10.3m 0.40% Reduced -16.6k -16,627
12 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.15% of their portfolio MINNEAPOLIS, MN 80,01380.0k $8.7m $8.7m 0.15% Reduced -1.8k -1,773
13 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 79,79179.8k $8.6m $8.6m 0.05% Reduced -3.8k -3,830
14 OneDigital Investment Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 78,19478.2k $8.5m $8.5m 0.09% Reduced -8.9k -8,864
15 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 77,33277.3k $8.4m $8.4m 0.03% New
16 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 73,46973.5k $8.0m $8.0m 0.00% Reduced -17.8k -17,825
17 W ADVISORS, LLC 4.24% of their portfolio Germantown, TN 68,19368.2k $7.4m $7.4m 4.24% Reduced -2.1k -2,070
18 One Wealth Advisors, LLC 0.98% of their portfolio SAN FRANCISCO, CA 64,99665.0k $7.0m $7.0m 0.98% Reduced -5.2k -5,168
19 Robertson Stephens Wealth Management, LLC 0.24% of their portfolio San Francisco, CA 63,66363.7k $6.9m $6.9m 0.24% Reduced -1.4k -1,444
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 59,74159.7k $6.5m $6.5m 0.00% Reduced -4.7k -4,674
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 57,61157.6k $6.2m $6.2m 0.01% Added +2.2k +2,156
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 53,62153.6k $5.8m $5.8m 0.00% Added +19.2k +19,221
23 BLUESTEM FINANCIAL ADVISORS, LLC 2.30% of their portfolio SAVOY, IL 49,56349.6k $5.4m $5.4m 2.30% Reduced -2.4k -2,410
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 46,87146.9k $5.1m $5.1m 0.00% Added +34.7k +34,665
25 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 43,93043.9k $4.8m $4.8m 0.05% Added +230 +230
26 SK Wealth Management, LLC 2.07% of their portfolio PROVIDENCE, RI 43,73643.7k $4.8m $4.8m 2.07% Added +961 +961
27 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 42,46042.5k $4.6m $4.6m 0.05% Reduced -60 -60
28 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 31,44331.4k $3.4m $3.4m 0.01% Reduced -4.1k -4,146
29 BFSG, LLC 0.34% of their portfolio IRVINE, CA 28,41628.4k $3.1m $3.1m 0.34% Added +10 +10
30 SAX WEALTH ADVISORS, LLC 0.16% of their portfolio PARSIPPANY, NJ 24,94524.9k $2.7m $2.7m 0.16% Reduced -1.1k -1,118
31 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 23,60223.6k $2.6m $2.6m 0.00% Added +457 +457
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 23,20023.2k $2.5m $2.5m 0.00% Added +1.2k +1,184
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 22,54622.5k $2.4m $2.4m 0.00% Reduced -179 -179
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,52722.5k $2.4m $2.4m 0.00% Added +2.5k +2,492
35 Omega Financial Group, LLC 0.87% of their portfolio Santa Barbara, CA 22,32722.3k $2.4m $2.4m 0.87% Added +112 +112
36 KICKSTAND VENTURES, LLC. 0.49% of their portfolio PITTSFORD, NY 19,37219.4k $2.1m $2.1m 0.49% Reduced -1.5k -1,532
37 Walkner Condon Financial Advisors LLC 0.38% of their portfolio MADISON, WI 19,21719.2k $2.1m $2.1m 0.38% Reduced -257 -257
38 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 18,31218.3k $2.0m $2.0m 0.03% Reduced -1.3k -1,328
39 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 17,25217.3k $1.9m $1.9m 0.02% Added +837 +837
40 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 16,55216.6k $1.8m $1.8m 0.01% Unchanged
41 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,38716.4k $1.8m $1.8m 0.01% Unchanged
42 CFS Investment Advisory Services, LLC 0.14% of their portfolio TOTOWA, NJ 16,19416.2k $1.8m $1.8m 0.14% Added +118 +118
43 Ashton Thomas Private Wealth, LLC 0.06% of their portfolio SCOTTSDALE, AZ 15,75915.8k $1.7m $1.7m 0.06% Reduced -6 -6
44 Values Added Financial LLC 0.82% of their portfolio WASHINGTON, DC 15,51615.5k $1.7m $1.7m 0.82% Unchanged
45 Keebeck Wealth Management 0.22% of their portfolio Chicago, IL 15,26115.3k $1.7m $1.7m 0.22% Reduced -157 -157
46 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 13,92713.9k $1.5m $1.5m 0.03% Reduced -1.2k -1,222
47 Orgel Wealth Management, LLC 0.04% of their portfolio ALTOONA, WI 13,77013.8k $1.5m $1.5m 0.04% Added +514 +514
48 Cypress Wealth Services, LLC 0.26% of their portfolio PALM DESERT, CA 13,57413.6k $1.5m $1.5m 0.26% Reduced -16 -16
49 Bond & Devick Financial Network, Inc. 0.48% of their portfolio ST. LOUIS PARK, MN 13,22913.2k $1.4m $1.4m 0.48% Added +679 +679
50 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 12,01912.0k $1.3m $1.3m 0.01% Added +15 +15
51 Bluespring Wealth Management, LLC 0.12% of their portfolio AUSTIN, TX 12,01012.0k $1.3m $1.3m 0.12% Added +1.1k +1,100
52 Obsido Oy 0.96% of their portfolio TAMPERE, H9 11,64711.6k $1.3m $1.3m 0.96% Added +332 +332
53 Affinity Capital Advisors, LLC 0.20% of their portfolio BERKELEY, CA 10,58110.6k $1.1m $1.1m 0.20% Reduced -289 -289
54 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 9,7189.7k $1.1m $1.1m 0.00% Reduced -558 -558
55 Compass Ion Advisors, LLC 0.11% of their portfolio CONSHOHOCKEN, PA 9,6009.6k $1.0m $1.0m 0.11% Unchanged
56 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 9,5889.6k $1.0m $1.0m 0.03% Reduced -1.6k -1,563
57 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 9,5009.5k $1.0m $1.0m 0.00% New
58 My Legacy Advisors, LLC 0.35% of their portfolio BEND, OR 9,0259.0k $989.7k $989.7k 0.35% Reduced -271 -271
59 Martin Worley Group 0.46% of their portfolio COTTONWOOD HEIGHTS, UT 8,7448.7k $947.4k $947.4k 0.46% Unchanged
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,1978.2k $888.1k $888.1k 0.00% Added +297 +297
61 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,1808.2k $886.3k $886.3k 0.00% Added +269 +269
62 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 8,1358.1k $881.4k $881.4k 0.00% Added +14 +14
63 Csenge Advisory Group 0.04% of their portfolio CLEARWATER, FL 8,0228.0k $831.0k $831.0k 0.04% Reduced -876 -876
64 Friedenthal Financial 0.47% of their portfolio MARLTON, NJ 7,8807.9k $853.8k $853.8k 0.47% Reduced -6.4k -6,410
65 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,8747.9k $853.1k $853.1k 0.00% Added +481 +481
66 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 7,7607.8k $840.8k $840.8k 0.03% Unchanged
67 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 7,6877.7k $833.0k $833.0k 0.01% Reduced -271 -271
68 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 7,5387.5k $816.8k $816.8k 0.02% Added +786 +786
69 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 7,2437.2k $784.8k $784.8k 0.01% Unchanged
70 IMS Capital Management 0.37% of their portfolio PORTLAND, OR 7,2137.2k $781.5k $781.5k 0.37% Unchanged
71 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 7,0317.0k $762.0k $762.0k 0.01% Added +177 +177
72 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,8666.9k $743.9k $743.9k 0.00% Added +2.4k +2,358
73 WealthPlan Investment Management, LLC 0.05% of their portfolio OMAHA, NE 6,4806.5k $702.1k $702.1k 0.05% New
74 Charter Oak Capital Management, LLC 0.06% of their portfolio PORTSMOUTH, NH 6,2406.2k $676.1k $676.1k 0.06% Unchanged
75 SouthState Bank Corp 0.03% of their portfolio Winter Haven, FL 6,1546.2k $666.8k $666.8k 0.03% Added +233 +233
76 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 6,0536.1k $655.9k $655.9k 0.01% Reduced -42 -42
77 Aries Wealth Management 0.17% of their portfolio PORTLAND, ME 5,9766.0k $647.5k $647.5k 0.17% Unchanged
78 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,8485.8k $633.6k $633.6k 0.00% Added +202 +202
79 GenTrust, LLC 0.03% of their portfolio MIAMI, FL 5,6755.7k $614.9k $614.9k 0.03% Unchanged
80 RVW Wealth, LLC 0.05% of their portfolio LOS ANGELES, CA 5,6325.6k $610.2k $610.2k 0.05% Added +2.5k +2,520
81 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 5,6225.6k $609.1k $609.1k 0.01% Reduced -325 -325
82 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 5,4435.4k $589.7k $589.7k 0.06% Reduced -363 -363
83 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 4,8934.9k $530.1k $530.1k 0.00% Unchanged
84 WEALTH ALLIANCE, LLC 0.06% of their portfolio MELLVILLE, NY 4,8324.8k $523.5k $523.5k 0.06% Reduced -1.6k -1,556
85 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 4,8064.8k $520.8k $520.8k 0.03% Added +8 +8
86 SkyView Investment Advisors, LLC 0.07% of their portfolio SHREWSBURY, NJ 4,7644.8k $514.0k $514.0k 0.07% Reduced -110 -110
87 Relyea Zuckerberg Hanson LLC 0.06% of their portfolio STAMFORD, CT 4,7194.7k $511.3k $511.3k 0.06% New
88 Fragasso Financial Advisors Inc 0.03% of their portfolio SEWICKLEY, PA 4,6204.6k $500.5k $500.5k 0.03% Added +411 +411
89 Apexium Financial, LP 0.03% of their portfolio Dallas, TX 4,5094.5k $488.6k $488.6k 0.03% Added +1.2k +1,163
90 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 4,5014.5k $487.7k $487.7k 0.00% Added +2 +2
91 Shared Vision Wealth Group LLC 0.25% of their portfolio CARLSBAD, X1 4,4794.5k $498.5k $498.5k 0.25% Reduced -11 -11
92 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 4,4454.4k $481.6k $481.6k 0.02% Reduced -106 -106
93 United Asset Strategies, Inc. 0.04% of their portfolio GARDEN CITY, NY 4,3784.4k $474.3k $474.3k 0.04% Added +176 +176
94 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,2374.2k $459.1k $459.1k 0.00% Added +248 +248
95 Redhawk Wealth Advisors, Inc. 0.06% of their portfolio MINNEAPOLIS, MN 4,2054.2k $455.6k $455.6k 0.06% Added +285 +285
96 FIRETHORN WEALTH PARTNERS, LLC 0.20% of their portfolio AUGUSTA, GA 4,2034.2k $455.4k $455.4k 0.20% Reduced -8 -8
97 Vested Financial Planning, LLC 0.38% of their portfolio SAN CARLOS, CA 3,9403.9k $426.9k $426.9k 0.38% Unchanged
98 NOVARE CAPITAL MANAGEMENT LLC 0.03% of their portfolio CHARLOTTE, NC 3,8853.9k $420.9k $420.9k 0.03% Unchanged
99 Wharton Business Group, LLC 0.02% of their portfolio MALVERN, PA 3,8753.9k $420.0k $420.0k 0.02% Unchanged
100 SWEENEY & MICHEL, LLC 0.15% of their portfolio CHICO, CA 3,8533.9k $421.1k $421.1k 0.15% Added +82 +82