Who owns iShares ESG MSCI USA Leaders ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SUSL from SEC Form 13F filings across 196 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 196 institutions disclosed 5.9M shares of iShares ESG MSCI USA Leaders ETF worth $777.7M — about 68.6% of shares outstanding; the largest disclosed holder is Bank of Italy. Source: SEC Form 13F filings, parsed by EvidInvest.
196
13F holders
$777.7M
value, 2026 filers
68.6%
of shares outstanding (5.9M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SUSL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Bank of Italy | 887,779 | $117.9M | 5.4% | 10.4% | 0.0% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 681,991 | $90.5M | 0.1% | 8% | -3.5% |
| 3 | FMR LLC | 485,256 | $64.4M | 0.0% | 5.7% | +6.6% |
| 4 | JPMORGAN CHASE & CO | 422,643 | $55.7M | 0.0% | 4.9% | -4.6% |
| 5 | ROYAL BANK OF CANADA | 381,495 | $50.6M | 0.0% | 4.5% | +1.3% |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 201,362 | $26.6M | 0.0% | 2.4% | -0.4% |
| 7 | Creative Planning | 198,802 | $26.4M | 0.0% | 2.3% | -3.2% |
| 8 | Allworth Financial LP | 193,400 | $25.7M | 0.1% | 2.3% | +1.4% |
| 9 | Ellevest, Inc. | 163,219 | $21.7M | 2.6% | 1.9% | +4.6% |
| 10 | Pathstone Holdings, LLC | 145,170 | $19.3M | 0.1% | 1.7% | +26.8% |
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 86,464 | $11.5M | 0.2% | 1% | +5.0% |
| 12 | Trilogy Capital Inc. | 80,901 | $10.7M | 0.4% | 0.9% | +3.6% |
| 13 | Sanctuary Advisors, LLC | 78,919 | $10.5M | 0.0% | 0.9% | -0.9% |
| 14 | OneDigital Investment Advisors LLC | 77,823 | $10.3M | 0.1% | 0.9% | +0.7% |
| 15 | Robertson Stephens Wealth Management, LLC | 77,743 | $10.3M | 0.3% | 0.9% | -2.9% |
| 16 | Xena Financial Planning, LLC | 70,355 | $9.3M | 9.0% | 0.8% | +17.5% |
| 17 | BANK OF AMERICA CORP /DE/ | 64,884 | $8.6M | 0.0% | 0.8% | +4.2% |
| 18 | One Wealth Advisors, LLC | 61,596 | $8.2M | 0.9% | 0.7% | -0.3% |
| 19 | Quantinno Capital Management LP | 50,170 | $6.7M | 0.0% | 0.6% | +99.4% |
| 20 | BLUESTEM FINANCIAL ADVISORS, LLC | 50,128 | $6.7M | 2.3% | 0.6% | +1.7% |
| 21 | SK Wealth Management, LLC | 49,426 | $6.8M | 1.5% | 0.6% | -2.7% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 48,949 | $6.5M | 0.0% | 0.6% | -5.9% |
| 23 | W ADVISORS, LLC | 47,110 | $6.3M | 2.8% | 0.6% | -11.6% |
| 24 | GeoWealth Management, LLC | 43,947 | $5.8M | 0.2% | 0.5% | -13.9% |
| 25 | JANE STREET GROUP, LLC | 42,467 | $5.6M | 0.0% | 0.5% | +1536.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.