ISHARES ESG MSCI USA LEADERS (SUSL) Institutional Shareholders
ISHARES ESG MSCI USA LEADERS (SUSL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $524.22M in SUSL holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of SUSL tracked by InsiderSet, reporting ownership valued at approximately $80.30M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $93.95M, representing an estimated gain of +17.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed SUSL value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Fmr Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in ISHARES ESG MSCI USA LEADERS (SUSL).
This page ranks the largest institutional SUSL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
194
Total Reported Value
$524.22M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$80.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
133
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 0.12% | 706,838 | $80,298,646 | $93,953,684 | +$13,655,038 | +17.01% | |
| Fmr Llc | 0.00% | 455,266 | $51,719,403 | $60,514,458 | +$8,795,055 | +17.01% | |
| Royal Bank Of Canada | 0.01% | 376,738 | $42,798,000 | $50,076,429 | +$7,278,429 | +17.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 201,362 | $26,600,647 | $26,765,259 | +$164,612 | +0.62% | |
| Creative Planning | 0.02% | 205,356 | $23,328,993 | $27,296,145 | +$3,967,152 | +17.01% | |
| Allworth Financial Lp | 0.09% | 190,807 | $21,676,136 | $25,362,276 | +$3,686,140 | +17.01% | |
| Ellevest, Inc. | 2.46% | 156,004 | $17,722,417 | $20,736,223 | +$3,013,806 | +17.01% | |
| Pathstone Holdings, Llc | 0.05% | 114,456 | $13,002,521 | $15,213,617 | +$2,211,096 | +17.01% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.15% | 86,464 | $11,478,961 | $11,492,890 | +$13,929 | +0.12% | |
| Trilogy Capital Inc. | 0.42% | 80,901 | $10,740,417 | $10,753,450 | +$13,033 | +0.12% | |
| Robertson Stephens Wealth Management, Llc | 0.25% | 77,743 | $10,321,189 | $10,333,685 | +$12,496 | +0.12% | |
| Xena Financial Planning, Llc | 8.96% | 70,355 | $9,340,389 | $9,351,664 | +$11,275 | +0.12% | |
| Sanctuary Advisors, Llc | 0.05% | 79,626 | $9,045,678 | $10,583,976 | +$1,538,298 | +17.01% | |
| Onedigital Investment Advisors Llc | 0.09% | 77,261 | $8,776,998 | $10,269,617 | +$1,492,619 | +17.01% | |
| Kingsview Wealth Management, Llc | 0.10% | 62,541 | $7,104,821 | $8,313,019 | +$1,208,198 | +17.01% | |
| Bank Of America Corp | 0.00% | 62,266 | $7,073,534 | $8,276,465 | +$1,202,931 | +17.01% | |
| One Wealth Advisors, Llc | 0.87% | 61,802 | $7,020,868 | $8,214,790 | +$1,193,922 | +17.01% | |
| Bluestem Financial Advisors, Llc | 2.33% | 50,128 | $6,654,997 | $6,663,069 | +$8,072 | +0.12% | |
| Commonwealth Equity Services, Llc | 0.01% | 48,949 | $6,498,532 | $6,506,355 | +$7,823 | +0.12% | |
| W Advisors, Llc | 2.84% | 47,110 | $6,254,324 | $6,261,913 | +$7,589 | +0.12% | |
| Sk Wealth Management, Llc | 1.62% | 50,820 | $5,852,410 | $6,755,050 | +$902,640 | +15.42% | |
| Geowealth Management, Llc | 0.18% | 43,947 | $5,834,398 | $5,841,484 | +$7,086 | +0.12% | |
| Integrated Wealth Concepts Llc | 0.04% | 41,728 | $4,740,373 | $5,546,532 | +$806,159 | +17.01% | |
| Aptus Capital Advisors, Llc | 0.04% | 40,334 | $4,582,047 | $5,361,240 | +$779,193 | +17.01% | |
| Lpl Financial Llc | 0.00% | 37,356 | $4,243,720 | $4,965,401 | +$721,681 | +17.01% | |
| Bfsg, Llc | 0.33% | 28,404 | $3,770,916 | $3,775,491 | +$4,575 | +0.12% | |
| Envestnet Asset Management Inc | 0.00% | 32,028 | $3,638,444 | $4,257,197 | +$618,753 | +17.01% | |
| Osaic Holdings, Inc. | 0.00% | 28,459 | $3,235,014 | $3,782,802 | +$547,788 | +16.93% | |
| Hb Wealth Management, Llc | 0.02% | 23,443 | $3,112,353 | $3,116,069 | +$3,716 | +0.12% | |
| Brookstone Capital Management | 0.03% | 23,106 | $3,067,492 | $3,071,275 | +$3,783 | +0.12% | |
| Quantinno Capital Management Lp | 0.00% | 25,165 | $2,858,886 | $3,344,959 | +$486,073 | +17.00% | |
| Raymond James Financial Inc | 0.00% | 23,719 | $2,694,556 | $3,152,756 | +$458,200 | +17.00% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 23,450 | $2,663,983 | $3,117,000 | +$453,017 | +17.01% | |
| Wells Fargo & Company/Mn | 0.00% | 22,351 | $2,539,187 | $2,970,920 | +$431,733 | +17.00% | |
| Equitable Holdings, Inc. | 0.02% | 20,906 | $2,535,193 | $2,778,849 | +$243,656 | +9.61% | |
| Independent Advisor Alliance | 0.03% | 22,256 | $2,528,305 | $2,958,292 | +$429,987 | +17.01% | |
| Gts Securities Llc | 0.09% | 22,221 | $2,524,372 | $2,953,640 | +$429,268 | +17.00% | |
| Bailard, Inc. | 0.05% | 18,479 | $2,453,272 | $2,456,249 | +$2,977 | +0.12% | |
| Omega Financial Group, Llc | 0.73% | 18,019 | $2,392,189 | $2,395,105 | +$2,916 | +0.12% | |
| Bond & Devick Financial Network, Inc. | 0.57% | 17,511 | $2,324,760 | $2,327,581 | +$2,821 | +0.12% | |
| Kickstand Ventures, Llc. | 0.42% | 17,483 | $2,321,043 | $2,323,860 | +$2,817 | +0.12% | |
| Mather Group, Llc. | 0.02% | 16,140 | $2,142,746 | $2,145,347 | +$2,601 | +0.12% | |
| Walkner Condon Financial Advisors Llc | 0.24% | 15,798 | $2,097,342 | $2,099,888 | +$2,546 | +0.12% | |
| Ashton Thomas Private Wealth, Llc | 0.04% | 15,647 | $2,077,296 | $2,079,816 | +$2,520 | +0.12% | |
| Cfs Investment Advisory Services, Llc | 0.14% | 15,502 | $2,050,160 | $2,060,543 | +$10,383 | +0.51% | |
| Cetera Investment Advisers | 0.00% | 16,582 | $1,883,755 | $2,204,098 | +$320,343 | +17.01% | |
| Values Added Financial Llc | 0.67% | 14,052 | $1,865,544 | $1,867,807 | +$2,263 | +0.12% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 16,387 | $1,861,606 | $2,178,178 | +$316,572 | +17.01% | |
| Corient Private Wealth Llc | 0.00% | 19,006 | $1,803,078 | $2,526,298 | +$723,220 | +40.11% | |
| Orgel Wealth Management, Llc | 0.03% | 13,411 | $1,780,445 | $1,782,605 | +$2,160 | +0.12% |
Frequently asked questions about SUSL
Who owns the most SUSL stock?
The largest holders of SUSL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG MSCI USA LEADERS (SUSL).
Is SUSL widely held by superinvestors?
Many widely followed stocks like SUSL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SUSL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.