Vault-13

ISHARES TR SUSL

ESG MSCI LEADR · ETP · CUSIP 46435U218

193 institutional holders +7 vs Q4 2025
5,816,1825.8m shares reported held*
$659.6mreported value*
19 new 54 added 57 reduced 13 sold out net sold ≈ $8.1m (-71.4k 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 ≈ $113.40.

Trends to Q1 2026

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: 166Q3 25: 175Q4 25: 186Q1 26: 193193Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025175
Q4 2025186
Q1 2026193

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q2 25: 66 bought or addedQ2 25: 60 cut or sold outQ3 25: 69 bought or addedQ3 25: 62 cut or sold outQ3 25Q4 25: 62 bought or addedQ4 25: 75 cut or sold outQ1 26: 73 bought or addedQ1 26: 70 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245374
Q3 20247054
Q4 20245575
Q1 20256267
Q2 20256660
Q3 20256962
Q4 20256275
Q1 20267370

Biggest buyers

Trilogy Capital Inc. New +78,073+78.1k
FLOW TRADERS U.S. LLC New +65,760+65.8k
Kingsview Wealth Management, LLC New +62,541+62.5k
Quantinno Capital Management LP New +25,165+25.2k
Independent Advisor Alliance New +22,256+22.3k
GTS SECURITIES LLC New +22,221+22.2k
Xena Financial Planning, LLC Added +18,154+18.2k
ENVESTNET ASSET MANAGEMENT INC Added +17,382+17.4k
Pathstone Holdings, LLC Added +14,741+14.7k
LPL Financial LLC Added +11,303+11.3k

Biggest sellers

National Philanthropic Trust Sold out -156,176-156.2k
FMR LLC Reduced -138,097-138.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -52,278-52.3k
BANK OF AMERICA CORP /DE/ Reduced -28,376-28.4k
MERCER GLOBAL ADVISORS INC /ADV Reduced -25,651-25.7k
Corient Private Wealth LP Reduced -19,210-19.2k
Wealthspire Advisors, LLC Reduced -11,843-11.8k
CITADEL ADVISORS LLC Sold out -8,514-8.5k
GeoWealth Management, LLC Reduced -5,392-5.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -3,791-3.8k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of Italy 4.56% of their portfolio ROME, L6 887,779887.8k $100.9m $100.9m 4.56% Unchanged
2 MERCER GLOBAL ADVISORS INC /ADV 0.12% of their portfolio DENVER, CO 706,838706.8k $80.3m $80.3m 0.12% Reduced -25.7k -25,651
3 FMR LLC 0.00% of their portfolio BOSTON, MA 455,266455.3k $51.7m $51.7m 0.00% Reduced -138.1k -138,097
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 443,012443.0k $48.8m $48.8m 0.00% Reduced -827 -827
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 376,738376.7k $42.8m $42.8m 0.01% Added +1.4k +1,425
6 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 205,356205.4k $23.3m $23.3m 0.02% Added +2.8k +2,832
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 202,161202.2k $23.2m $23.2m 0.05% Reduced -52.3k -52,278
8 Allworth Financial LP 0.09% of their portfolio FOLSOM, CA 190,807190.8k $21.7m $21.7m 0.09% Reduced -761 -761
9 Ellevest, Inc. 2.46% of their portfolio NEW YORK, NY 156,004156.0k $17.7m $17.7m 2.46% Added +7.5k +7,545
10 Pathstone Holdings, LLC 0.05% of their portfolio ENGLEWOOD, NJ 114,456114.5k $13.0m $13.0m 0.05% Added +14.7k +14,741
11 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.14% of their portfolio MINNEAPOLIS, MN 82,34182.3k $9.4m $9.4m 0.14% Reduced -777 -777
12 Robertson Stephens Wealth Management, LLC 0.25% of their portfolio San Francisco, CA 80,07580.1k $9.1m $9.1m 0.25% Added +7.4k +7,443
13 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 79,62679.6k $9.0m $9.0m 0.05% Added +635 +635
14 Trilogy Capital Inc. 0.40% of their portfolio IRVINE, CA 78,07378.1k $8.9m $8.9m 0.40% New
15 OneDigital Investment Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 77,26177.3k $8.8m $8.8m 0.09% Added +533 +533
16 FLOW TRADERS U.S. LLC 0.24% of their portfolio NEW YORK, NY 65,76065.8k $7.5m $7.5m 0.24% New
17 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 62,54162.5k $7.1m $7.1m 0.10% New
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 62,26662.3k $7.1m $7.1m 0.00% Reduced -28.4k -28,376
19 One Wealth Advisors, LLC 0.87% of their portfolio SAN FRANCISCO, CA 61,80261.8k $7.0m $7.0m 0.87% Reduced -1.3k -1,320
20 Xena Financial Planning, LLC 7.68% of their portfolio PORTLAND, OR 59,87859.9k $6.8m $6.8m 7.68% Added +18.2k +18,154
21 W ADVISORS, LLC 3.10% of their portfolio Germantown, TN 53,29953.3k $6.1m $6.1m 3.10% Reduced -3.6k -3,648
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 51,99652.0k $5.9m $5.9m 0.01% Reduced -3.8k -3,791
23 GeoWealth Management, LLC 0.21% of their portfolio CHICAGO, IL 51,04751.0k $5.8m $5.8m 0.21% Reduced -5.4k -5,392
24 SK Wealth Management, LLC 1.62% of their portfolio PROVIDENCE, RI 50,82050.8k $5.9m $5.9m 1.62% Reduced -328 -328
25 BLUESTEM FINANCIAL ADVISORS, LLC 2.16% of their portfolio SAVOY, IL 49,27049.3k $5.6m $5.6m 2.16% Added +138 +138
26 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 41,72841.7k $4.7m $4.7m 0.04% Reduced -1.1k -1,133
27 Aptus Capital Advisors, LLC 0.04% of their portfolio FAIRHOPE, AL 40,33440.3k $4.6m $4.6m 0.04% Reduced -2.1k -2,077
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 37,35637.4k $4.2m $4.2m 0.00% Added +11.3k +11,303
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 32,02832.0k $3.6m $3.6m 0.00% Added +17.4k +17,382
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 28,45928.5k $3.2m $3.2m 0.00% Reduced -1.2k -1,225
31 BFSG, LLC 0.31% of their portfolio IRVINE, CA 28,40428.4k $3.2m $3.2m 0.31% Unchanged
32 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 25,16525.2k $2.9m $2.9m 0.00% New
33 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 23,71923.7k $2.7m $2.7m 0.00% Reduced -1.1k -1,056
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 23,45023.4k $2.7m $2.7m 0.00% Reduced -361 -361
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,35122.4k $2.5m $2.5m 0.00% Reduced -1.2k -1,156
36 Independent Advisor Alliance 0.03% of their portfolio CHARLOTTE, NC 22,25622.3k $2.5m $2.5m 0.03% New
37 GTS SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 22,22122.2k $2.5m $2.5m 0.09% New
38 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 21,63921.6k $2.5m $2.5m 0.03% Added +892 +892
39 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 20,90620.9k $2.5m $2.5m 0.02% Added +3.0k +2,969
40 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 19,05719.1k $2.2m $2.2m 0.01% Added +2.1k +2,071
41 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 19,00619.0k $1.8m $1.8m 0.00% Reduced -19.2k -19,210
42 Omega Financial Group, LLC 0.70% of their portfolio Santa Barbara, CA 18,78518.8k $2.1m $2.1m 0.70% Reduced -2.0k -2,003
43 KICKSTAND VENTURES, LLC. 0.42% of their portfolio PITTSFORD, NY 17,48317.5k $2.0m $2.0m 0.42% Reduced -684 -684
44 Walkner Condon Financial Advisors LLC 0.25% of their portfolio MADISON, WI 17,02317.0k $1.9m $1.9m 0.25% Added +122 +122
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,58216.6k $1.9m $1.9m 0.00% Added +365 +365
46 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,38716.4k $1.9m $1.9m 0.01% Unchanged
47 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 16,35516.4k $1.9m $1.9m 0.02% Reduced -682 -682
48 Bond & Devick Financial Network, Inc. 0.51% of their portfolio ST. LOUIS PARK, MN 16,05616.1k $1.8m $1.8m 0.51% Added +1.6k +1,563
49 CFS Investment Advisory Services, LLC 0.14% of their portfolio TOTOWA, NJ 15,74215.7k $2.0m $2.0m 0.14% Reduced -257 -257
50 Ashton Thomas Private Wealth, LLC 0.04% of their portfolio SCOTTSDALE, AZ 15,64715.6k $1.8m $1.8m 0.04% Reduced -59 -59
51 Values Added Financial LLC 0.74% of their portfolio WASHINGTON, DC 15,51315.5k $1.8m $1.8m 0.74% Reduced -3 -3
52 SAX WEALTH ADVISORS, LLC 0.09% of their portfolio PARSIPPANY, NJ 15,45215.5k $1.9m $1.9m 0.09% Unchanged
53 Keebeck Wealth Management 0.19% of their portfolio Chicago, IL 15,17315.2k $1.7m $1.7m 0.19% Reduced -88 -88
54 Orgel Wealth Management, LLC 0.03% of their portfolio ALTOONA, WI 13,53513.5k $1.5m $1.5m 0.03% Reduced -207 -207
55 Cypress Wealth Services, LLC 0.22% of their portfolio PALM DESERT, CA 13,52513.5k $1.5m $1.5m 0.22% Added +137 +137
56 Obsido Oy 0.92% of their portfolio TAMPERE, H9 13,39513.4k $1.5m $1.5m 0.92% Added +28 +28
57 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 12,63512.6k $1.4m $1.4m 0.03% Added +3.3k +3,299
58 Affinity Capital Advisors, LLC 0.19% of their portfolio BERKELEY, CA 12,10912.1k $1.4m $1.4m 0.19% Added +1.5k +1,528
59 Bluespring Wealth Management, LLC 0.11% of their portfolio AUSTIN, TX 11,58611.6k $1.3m $1.3m 0.11% Added +2.7k +2,742
60 Compass Ion Advisors, LLC 0.11% of their portfolio CONSHOHOCKEN, PA 9,7069.7k $1.1m $1.1m 0.11% Added +106 +106
61 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 9,3969.4k $1.1m $1.1m 0.00% Reduced -393 -393
62 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 8,5148.5k $967.2k $967.2k 0.01% Unchanged
63 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 8,4348.4k $958.2k $958.2k 0.00% Added +374 +374
64 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,3108.3k $953.2k $953.2k 0.01% Reduced -398 -398
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,9267.9k $900.4k $900.4k 0.00% Added +231 +231
66 Csenge Advisory Group 0.04% of their portfolio CLEARWATER, FL 7,7937.8k $885.3k $885.3k 0.04% Reduced -207 -207
67 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 7,6797.7k $872.4k $872.4k 0.00% Unchanged
68 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 7,4387.4k $845.0k $845.0k 0.02% Added +1.2k +1,240
69 GTS FINANCIAL, LLC 0.56% of their portfolio BLOOMINGTON, MN 7,4267.4k $711.5k $711.5k 0.56% First filing
70 Friedenthal Financial 0.42% of their portfolio MARLTON, NJ 7,2817.3k $827.1k $827.1k 0.42% Unchanged
71 Crusonia Wealth Advisors LLC 0.17% of their portfolio DENVER, CO 7,2557.3k $824.2k $824.2k 0.17% Added +905 +905
72 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 7,2317.2k $821.5k $821.5k 0.02% Added +44 +44
73 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 7,1707.2k $814.6k $814.6k 0.01% Reduced -374 -374
74 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 6,7936.8k $751.4k $751.4k 0.00% Added +2.9k +2,910
75 Charter Oak Capital Management, LLC 0.05% of their portfolio PORTSMOUTH, NH 6,1596.2k $699.7k $699.7k 0.05% Unchanged
76 Aries Wealth Management 0.15% of their portfolio PORTLAND, ME 6,0516.1k $687.4k $687.4k 0.15% Added +75 +75
77 WealthPlan Investment Management, LLC 0.04% of their portfolio OMAHA, NE 5,7595.8k $654.2k $654.2k 0.04% Reduced -522 -522
78 RVW Wealth, LLC 0.05% of their portfolio LOS ANGELES, CA 5,7215.7k $649.9k $649.9k 0.05% Unchanged
79 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,7145.7k $649.1k $649.1k 0.00% Reduced -23 -23
80 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,6025.6k $636.0k $636.0k 0.00% Added +97 +97
81 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 5,5675.6k $632.4k $632.4k 0.03% Added +881 +881
82 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 5,4435.4k $618.3k $618.3k 0.06% Unchanged
83 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 5,2865.3k $600.5k $600.5k 0.00% Reduced -11.8k -11,843
84 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 5,2325.2k $594.4k $594.4k 0.00% Added +967 +967
85 Fragasso Financial Advisors Inc 0.03% of their portfolio SEWICKLEY, PA 4,9855.0k $574.0k $574.0k 0.03% Reduced -36 -36
86 JGP Wealth Management, LLC 0.06% of their portfolio BEND, OR 4,7744.8k $542.3k $542.3k 0.06% Reduced -47 -47
87 Relyea Zuckerberg Hanson LLC 0.05% of their portfolio STAMFORD, CT 4,7584.8k $540.5k $540.5k 0.05% Added +13 +13
88 Pathfinder Wealth Consulting, Inc. 0.35% of their portfolio WILMINGTON, NC 4,6954.7k $533.4k $533.4k 0.35% Unchanged
89 SmartHarvest Portfolios, LLC 0.22% of their portfolio SEATTLE, WA 4,6554.7k $528.8k $528.8k 0.22% Unchanged
90 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 4,5324.5k $514.8k $514.8k 0.02% Reduced -332 -332
91 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 4,5104.5k $512.5k $512.5k 0.00% Added +1 +1
92 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 4,5084.5k $512.1k $512.1k 0.00% Added +3 +3
93 Shared Vision Wealth Group LLC 0.21% of their portfolio CARLSBAD, X1 4,4794.5k $508.8k $508.8k 0.21% Unchanged
94 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 4,1544.2k $471.9k $471.9k 0.01% Reduced -52 -52
95 FIRETHORN WEALTH PARTNERS, LLC 0.17% of their portfolio AUGUSTA, GA 4,1384.1k $470.0k $470.0k 0.17% Added +1 +1
96 CI INVESTMENTS INC. 0.00% of their portfolio TORONTO, Z4 4,1194.1k $467.9k $467.9k 0.00% Added +500 +500
97 SkyView Investment Advisors, LLC 0.06% of their portfolio SHREWSBURY, NJ 4,1194.1k $468.0k $468.0k 0.06% Reduced -143 -143
98 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 4,0004.0k $454.4k $454.4k 0.00% Unchanged
99 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,9984.0k $454.2k $454.2k 0.00% Added +2.4k +2,369
100 Madson Wealth Advisors Inc 0.36% of their portfolio SANTA ROSA, CA 3,7923.8k $430.8k $430.8k 0.36% First filing