Vault-13

ISHARES TR SUSL

ESG MSCI LEADR · ETP · CUSIP 46435U218

193 institutional holders +0 vs Q1 2026
5,865,1765.9m shares reported held*
$777.8mreported value*
17 new 67 added 53 reduced 13 sold out net bought ≈ $9.0m (+65.1k 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 ($210.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $132.61.

Trends to Q2 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: 193Q2 26: 193193Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026193

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 69 bought or addedQ3 25: 62 cut or sold outQ4 25: 62 bought or addedQ4 25: 75 cut or sold outQ4 25Q1 26: 73 bought or addedQ1 26: 70 cut or sold outQ2 26: 84 bought or addedQ2 26: 66 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247054
Q4 20245575
Q1 20256267
Q2 20256660
Q3 20256962
Q4 20256275
Q1 20267370
Q2 20268466

Biggest buyers

JANE STREET GROUP, LLC Added +39,872+39.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +37,597+37.6k
Pathstone Holdings, LLC Added +30,714+30.7k
FMR LLC Added +29,990+30.0k
Quantinno Capital Management LP Added +25,005+25.0k
BAILARD, INC. New +18,479+18.5k
CITIGROUP INC Added +15,047+15.0k
CITADEL ADVISORS LLC New +12,373+12.4k
Xena Financial Planning, LLC Added +10,477+10.5k
MISSION WEALTH MANAGEMENT, LP New +10,375+10.4k

Biggest sellers

FLOW TRADERS U.S. LLC Sold out -65,760-65.8k
Kingsview Wealth Management, LLC Sold out -62,541-62.5k
MERCER GLOBAL ADVISORS INC /ADV Reduced -24,847-24.8k
Independent Advisor Alliance Sold out -22,256-22.3k
JPMORGAN CHASE & CO Reduced -20,369-20.4k
Corient Private Wealth LP Reduced -12,084-12.1k
WELLS FARGO & COMPANY/MN Reduced -7,836-7.8k
GeoWealth Management, LLC Reduced -7,100-7.1k
Creative Planning Reduced -6,554-6.6k
W ADVISORS, LLC Reduced -6,189-6.2k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of Italy 5.37% of their portfolio ROME, L6 887,779887.8k $117.9m $117.9m 5.37% Unchanged
2 MERCER GLOBAL ADVISORS INC /ADV 0.11% of their portfolio DENVER, CO 681,991682.0k $90.5m $90.5m 0.11% Reduced -24.8k -24,847
3 FMR LLC 0.00% of their portfolio BOSTON, MA 485,256485.3k $64.4m $64.4m 0.00% Added +30.0k +29,990
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 422,643422.6k $55.7m $55.7m 0.00% Reduced -20.4k -20,369
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 381,495381.5k $50.6m $50.6m 0.01% Added +4.8k +4,757
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 201,362201.4k $26.6m $26.6m 0.04% Reduced -799 -799
7 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 198,802198.8k $26.4m $26.4m 0.02% Reduced -6.6k -6,554
8 Allworth Financial LP 0.11% of their portfolio FOLSOM, CA 193,400193.4k $25.7m $25.7m 0.11% Added +2.6k +2,593
9 Ellevest, Inc. 2.55% of their portfolio NEW YORK, NY 163,219163.2k $21.7m $21.7m 2.55% Added +7.2k +7,215
10 Pathstone Holdings, LLC 0.06% of their portfolio ENGLEWOOD, NJ 145,170145.2k $19.3m $19.3m 0.06% Added +30.7k +30,714
11 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.15% of their portfolio MINNEAPOLIS, MN 86,46486.5k $11.5m $11.5m 0.15% Added +4.1k +4,123
12 Trilogy Capital Inc. 0.42% of their portfolio IRVINE, CA 80,90180.9k $10.7m $10.7m 0.42% Added +2.8k +2,828
13 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 78,91978.9k $10.5m $10.5m 0.05% Reduced -707 -707
14 OneDigital Investment Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 77,82377.8k $10.3m $10.3m 0.09% Added +562 +562
15 Robertson Stephens Wealth Management, LLC 0.25% of their portfolio San Francisco, CA 77,74377.7k $10.3m $10.3m 0.25% Reduced -2.3k -2,332
16 Xena Financial Planning, LLC 8.96% of their portfolio PORTLAND, OR 70,35570.4k $9.3m $9.3m 8.96% Added +10.5k +10,477
17 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 64,88464.9k $8.6m $8.6m 0.00% Added +2.6k +2,618
18 One Wealth Advisors, LLC 0.90% of their portfolio SAN FRANCISCO, CA 61,59661.6k $8.2m $8.2m 0.90% Reduced -206 -206
19 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 50,17050.2k $6.7m $6.7m 0.01% Added +25.0k +25,005
20 BLUESTEM FINANCIAL ADVISORS, LLC 2.33% of their portfolio SAVOY, IL 50,12850.1k $6.7m $6.7m 2.33% Added +858 +858
21 SK Wealth Management, LLC 1.53% of their portfolio PROVIDENCE, RI 49,42649.4k $6.8m $6.8m 1.53% Reduced -1.4k -1,394
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 48,94948.9k $6.5m $6.5m 0.01% Reduced -3.0k -3,047
23 W ADVISORS, LLC 2.84% of their portfolio Germantown, TN 47,11047.1k $6.3m $6.3m 2.84% Reduced -6.2k -6,189
24 GeoWealth Management, LLC 0.18% of their portfolio CHICAGO, IL 43,94743.9k $5.8m $5.8m 0.18% Reduced -7.1k -7,100
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 42,46742.5k $5.6m $5.6m 0.00% Added +39.9k +39,872
26 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 41,38841.4k $5.5m $5.5m 0.03% Reduced -340 -340
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 41,23941.2k $5.5m $5.5m 0.00% Added +3.9k +3,883
28 Aptus Capital Advisors, LLC 0.04% of their portfolio FAIRHOPE, AL 40,05740.1k $5.3m $5.3m 0.04% Reduced -277 -277
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,59737.6k $5.0m $5.0m 0.00% New
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,63631.6k $4.2m $4.2m 0.00% Reduced -392 -392
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 29,21929.2k $3.9m $3.9m 0.00% Added +760 +760
32 BFSG, LLC 0.33% of their portfolio IRVINE, CA 28,40428.4k $3.8m $3.8m 0.33% Unchanged
33 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 24,47824.5k $3.2m $3.2m 0.00% Added +759 +759
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 23,61323.6k $3.1m $3.1m 0.00% Added +163 +163
35 HB Wealth Management, LLC 0.02% of their portfolio Atlanta, GA 23,44323.4k $3.1m $3.1m 0.02% Added +4.4k +4,386
36 GTS SECURITIES LLC 0.07% of their portfolio NEW YORK, NY 23,40423.4k $3.1m $3.1m 0.07% Added +1.2k +1,183
37 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 23,10623.1k $3.1m $3.1m 0.03% Added +1.5k +1,467
38 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 20,90620.9k $2.8m $2.8m 0.02% Unchanged
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,81818.8k $2.5m $2.5m 0.00% Added +9.4k +9,422
40 BAILARD, INC. 0.05% of their portfolio Foster City, CA 18,47918.5k $2.5m $2.5m 0.05% New
41 Bluespring Wealth Management, LLC 0.05% of their portfolio AUSTIN, TX 18,02218.0k $2.4m $2.4m 0.05% Added +6.4k +6,436
42 Omega Financial Group, LLC 0.73% of their portfolio Santa Barbara, CA 18,01918.0k $2.4m $2.4m 0.73% Reduced -766 -766
43 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 17,89217.9k $2.4m $2.4m 0.00% Added +15.0k +15,047
44 Bond & Devick Financial Network, Inc. 0.57% of their portfolio ST. LOUIS PARK, MN 17,51117.5k $2.3m $2.3m 0.57% Added +1.5k +1,455
45 KICKSTAND VENTURES, LLC. 0.42% of their portfolio PITTSFORD, NY 17,48317.5k $2.3m $2.3m 0.42% Unchanged
46 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,38716.4k $2.2m $2.2m 0.01% Unchanged
47 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 16,14016.1k $2.1m $2.1m 0.02% Reduced -215 -215
48 Walkner Condon Financial Advisors LLC 0.24% of their portfolio MADISON, WI 15,79815.8k $2.1m $2.1m 0.24% Reduced -1.2k -1,225
49 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,75015.8k $2.1m $2.1m 0.00% Reduced -832 -832
50 Ashton Thomas Private Wealth, LLC 0.04% of their portfolio SCOTTSDALE, AZ 15,64715.6k $2.1m $2.1m 0.04% Unchanged
51 CFS Investment Advisory Services, LLC 0.14% of their portfolio TOTOWA, NJ 15,50215.5k $2.1m $2.1m 0.14% Reduced -240 -240
52 SAX WEALTH ADVISORS, LLC 0.07% of their portfolio PARSIPPANY, NJ 15,46015.5k $1.8m $1.8m 0.07% Added +8 +8
53 Keebeck Wealth Management 0.20% of their portfolio Chicago, IL 15,10115.1k $2.0m $2.0m 0.20% Reduced -72 -72
54 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 14,51514.5k $1.9m $1.9m 0.00% Reduced -7.8k -7,836
55 Values Added Financial LLC 0.67% of their portfolio WASHINGTON, DC 14,05214.1k $1.9m $1.9m 0.67% Reduced -1.5k -1,461
56 Obsido Oy 0.98% of their portfolio TAMPERE, H9 13,84913.8k $1.8m $1.8m 0.98% Added +454 +454
57 Orgel Wealth Management, LLC 0.03% of their portfolio ALTOONA, WI 13,41113.4k $1.8m $1.8m 0.03% Reduced -124 -124
58 Cypress Wealth Services, LLC 0.22% of their portfolio PALM DESERT, CA 13,22913.2k $1.8m $1.8m 0.22% Reduced -296 -296
59 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 12,63512.6k $1.7m $1.7m 0.03% Unchanged
60 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,37312.4k $1.6m $1.6m 0.00% New
61 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 11,26311.3k $1.5m $1.5m 0.00% Added +4.5k +4,470
62 Affinity Capital Advisors, LLC 0.17% of their portfolio BERKELEY, CA 10,57710.6k $1.4m $1.4m 0.17% Reduced -1.5k -1,532
63 MISSION WEALTH MANAGEMENT, LP 0.02% of their portfolio Santa Barbara, CA 10,37510.4k $1.4m $1.4m 0.02% New
64 Compass Ion Advisors, LLC 0.11% of their portfolio CONSHOHOCKEN, PA 9,7879.8k $1.3m $1.3m 0.11% Added +81 +81
65 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,8058.8k $1.2m $1.2m 0.01% Added +495 +495
66 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 8,7238.7k $1.2m $1.2m 0.01% Added +209 +209
67 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 8,5598.6k $1.1m $1.1m 0.00% Added +125 +125
68 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,4678.5k $1.1m $1.1m 0.00% Added +541 +541
69 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 8,4148.4k $1.1m $1.1m 0.01% Added +735 +735
70 RETIREMENT CAPITAL STRATEGIES 0.38% of their portfolio SAN JOSE, CA 8,3508.3k $1.1m $1.1m 0.38% Added +6.4k +6,439
71 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 7,7567.8k $1.0m $1.0m 0.01% Added +586 +586
72 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 7,6357.6k $1.0m $1.0m 0.01% New
73 Csenge Advisory Group 0.04% of their portfolio CLEARWATER, FL 7,6327.6k $1.0m $1.0m 0.04% Reduced -161 -161
74 GTS FINANCIAL, LLC 0.60% of their portfolio BLOOMINGTON, MN 7,5367.5k $816.5k $816.5k 0.60% Added +110 +110
75 Friedenthal Financial 0.45% of their portfolio MARLTON, NJ 7,2817.3k $966.6k $966.6k 0.45% Unchanged
76 Crusonia Wealth Advisors LLC 0.16% of their portfolio DENVER, CO 7,2757.3k $965.8k $965.8k 0.16% Added +20 +20
77 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 7,2447.2k $961.8k $961.8k 0.02% Added +13 +13
78 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 7,2317.2k $960.0k $960.0k 0.02% Reduced -207 -207
79 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 6,9226.9k $918.9k $918.9k 0.00% Reduced -12.1k -12,084
80 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 6,8796.9k $913.6k $913.6k 0.01% Added +2.4k +2,369
81 Aries Wealth Management 0.16% of their portfolio PORTLAND, ME 6,0516.1k $803.3k $803.3k 0.16% Unchanged
82 RVW Wealth, LLC 0.05% of their portfolio LOS ANGELES, CA 5,8455.8k $776.0k $776.0k 0.05% Added +124 +124
83 WealthPlan Investment Management, LLC 0.04% of their portfolio OMAHA, NE 5,7595.8k $764.6k $764.6k 0.04% Unchanged
84 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 5,5695.6k $739.4k $739.4k 0.03% Added +2 +2
85 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 5,4435.4k $722.6k $722.6k 0.07% Unchanged
86 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,2595.3k $698.0k $698.0k 0.00% Reduced -343 -343
87 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 5,1505.2k $683.7k $683.7k 0.00% New
88 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 5,0585.1k $671.5k $671.5k 0.00% Added +2.8k +2,834
89 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 5,0225.0k $666.7k $666.7k 0.00% Reduced -264 -264
90 JGP Wealth Management, LLC 0.06% of their portfolio BEND, OR 5,0115.0k $665.3k $665.3k 0.06% Added +237 +237
91 Fragasso Financial Advisors Inc 0.04% of their portfolio SEWICKLEY, PA 4,9955.0k $663.2k $663.2k 0.04% Added +10 +10
92 Relyea Zuckerberg Hanson LLC 0.05% of their portfolio STAMFORD, CT 4,7684.8k $633.0k $633.0k 0.05% Added +10 +10
93 SmartHarvest Portfolios, LLC 0.20% of their portfolio SEATTLE, WA 4,6554.7k $618.0k $618.0k 0.20% Unchanged
94 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 4,5544.6k $604.6k $604.6k 0.00% Reduced -678 -678
95 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 4,5294.5k $601.3k $601.3k 0.02% Reduced -3 -3
96 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 4,5094.5k $598.7k $598.7k 0.00% Added +1 +1
97 Shared Vision Wealth Group LLC 0.20% of their portfolio CARLSBAD, X1 4,4794.5k $594.6k $594.6k 0.20% Unchanged
98 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 4,1364.1k $549.1k $549.1k 0.01% Reduced -18 -18
99 FIRETHORN WEALTH PARTNERS, LLC 0.17% of their portfolio AUGUSTA, GA 4,0724.1k $540.6k $540.6k 0.17% Reduced -66 -66
100 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 4,0264.0k $534.5k $534.5k 0.00% Added +1.7k +1,661