SUSL Institutional Ownership & Shareholders
ISHARES ESG MSCI USA LEADERS (SUSL) is currently held by 191 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $628.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of SUSL tracked by InsiderSet, reporting ownership valued at approximately $90.54M in its June 30, 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 $91.66M, representing an estimated gain of +1.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed SUSL value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Fmr Llc, Jpmorgan Chase & Co, 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
191
Total Reported Value
$628.76M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$90.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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 | 0.11% | 681,991 | $90,541,185 | $91,657,203 | +$1,116,018 | +1.23% | |
| Fmr Llc | 0.00% | 485,256 | $64,422,539 | $65,216,708 | +$794,169 | +1.23% | |
| Jpmorgan Chase & Co | 0.00% | 422,643 | $55,650,123 | $56,801,740 | +$1,151,617 | +2.07% | |
| Royal Bank Of Canada | 0.01% | 381,495 | $50,647,000 | $51,271,593 | +$624,593 | +1.23% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 201,167 | $27,499,859 | $27,036,141 | -$463,718 | -1.69% | |
| Allworth Financial Lp | 0.11% | 193,400 | $25,675,750 | $25,992,283 | +$316,533 | +1.23% | |
| Ellevest, Inc. | 2.55% | 163,219 | $21,669,000 | $21,936,062 | +$267,062 | +1.23% | |
| Pathstone Holdings, Llc | 0.05% | 114,456 | $13,002,521 | $15,382,486 | +$2,379,965 | +18.30% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.15% | 86,122 | $11,737,344 | $11,574,495 | -$162,849 | -1.39% | |
| Trilogy Capital Inc. | 0.44% | 83,226 | $11,342,655 | $11,185,283 | -$157,372 | -1.39% | |
| Sanctuary Advisors, Llc | 0.05% | 78,919 | $10,477,237 | $10,606,437 | +$129,200 | +1.23% | |
| Robertson Stephens Wealth Management, Llc | 0.25% | 76,067 | $10,366,982 | $10,223,139 | -$143,843 | -1.39% | |
| Onedigital Investment Advisors Llc | 0.09% | 77,823 | $10,331,741 | $10,459,139 | +$127,398 | +1.23% | |
| Xena Financial Planning, Llc | 8.70% | 66,882 | $9,115,111 | $8,988,707 | -$126,404 | -1.39% | |
| Bank Of America Corp | 0.00% | 64,884 | $8,614,003 | $8,720,183 | +$106,180 | +1.23% | |
| Bluestem Financial Advisors, Llc | 2.90% | 60,907 | $8,300,795 | $8,185,688 | -$115,107 | -1.39% | |
| One Wealth Advisors, Llc | 0.90% | 61,596 | $8,177,485 | $8,278,287 | +$100,802 | +1.23% | |
| Sk Wealth Management, Llc | 1.53% | 49,426 | $6,804,006 | $6,642,681 | -$161,325 | -2.37% | |
| Quantinno Capital Management Lp | 0.01% | 50,170 | $6,660,658 | $6,742,672 | +$82,014 | +1.23% | |
| Commonwealth Equity Services, Llc | 0.01% | 48,949 | $6,498,532 | $6,578,574 | +$80,042 | +1.23% | |
| W Advisors, Llc | 2.84% | 47,110 | $6,254,324 | $6,331,419 | +$77,095 | +1.23% | |
| Geowealth Management, Llc | 0.18% | 43,947 | $5,834,398 | $5,906,323 | +$71,925 | +1.23% | |
| Jane Street Group, Llc | 0.00% | 42,467 | $5,637,919 | $5,707,416 | +$69,497 | +1.23% | |
| Integrated Wealth Concepts Llc | 0.04% | 41,383 | $5,494,055 | $5,561,730 | +$67,675 | +1.23% | |
| Lpl Financial Llc | 0.00% | 41,239 | $5,474,894 | $5,542,377 | +$67,483 | +1.23% | |
| Aptus Capital Advisors, Llc | 0.04% | 40,057 | $5,317,967 | $5,383,521 | +$65,554 | +1.23% | |
| Susquehanna International Group, Llp | 0.00% | 37,597 | $4,991,378 | $5,052,905 | +$61,527 | +1.23% | |
| Bond & Devick Financial Network, Inc. | 1.01% | 30,845 | $4,203,785 | $4,145,460 | -$58,325 | -1.39% | |
| Envestnet Asset Management Inc | 0.00% | 31,636 | $4,199,961 | $4,251,768 | +$51,807 | +1.23% | |
| Hb Wealth Management, Llc | 0.02% | 30,072 | $4,098,423 | $4,041,572 | -$56,851 | -1.39% | |
| Osaic Holdings, Inc. | 0.00% | 29,219 | $3,881,222 | $3,926,931 | +$45,709 | +1.18% | |
| Bfsg, Llc | 0.34% | 28,162 | $3,838,126 | $3,784,874 | -$53,252 | -1.39% | |
| Brookstone Capital Management | 0.03% | 24,959 | $3,401,635 | $3,354,402 | -$47,233 | -1.39% | |
| Raymond James Financial Inc | 0.00% | 24,478 | $3,249,709 | $3,289,758 | +$40,049 | +1.23% | |
| Gts Securities Llc | 0.07% | 23,404 | $3,107,115 | $3,145,416 | +$38,301 | +1.23% | |
| Equitable Holdings, Inc. | 0.02% | 20,906 | $2,775,481 | $2,809,693 | +$34,212 | +1.23% | |
| Bailard, Inc. | 0.05% | 19,186 | $2,614,810 | $2,578,531 | -$36,279 | -1.39% | |
| Sns Financial Group, Llc | 0.05% | 18,022 | $2,392,601 | $2,422,094 | +$29,493 | +1.23% | |
| Citigroup Inc | 0.00% | 17,892 | $2,375,342 | $2,404,622 | +$29,280 | +1.23% | |
| Kickstand Ventures, Llc. | 0.42% | 17,483 | $2,321,043 | $2,349,654 | +$28,611 | +1.23% | |
| Omega Financial Group, Llc | 0.73% | 17,023 | $2,320,006 | $2,287,832 | -$32,174 | -1.39% | |
| Mather Group, Llc. | 0.02% | 16,031 | $2,184,823 | $2,154,510 | -$30,313 | -1.39% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 16,387 | $2,175,538 | $2,202,355 | +$26,817 | +1.23% | |
| Cfs Investment Advisory Services, Llc | 0.14% | 15,485 | $2,158,953 | $2,081,130 | -$77,823 | -3.60% | |
| Sax Wealth Advisors, Llc | 0.06% | 15,468 | $2,108,094 | $2,078,845 | -$29,249 | -1.39% | |
| Walkner Condon Financial Advisors Llc | 0.24% | 15,798 | $2,097,342 | $2,123,196 | +$25,854 | +1.23% | |
| Cetera Investment Advisers | 0.00% | 15,750 | $2,090,970 | $2,116,745 | +$25,775 | +1.23% | |
| Ashton Thomas Private Wealth, Llc | 0.04% | 15,647 | $2,077,296 | $2,102,902 | +$25,606 | +1.23% | |
| Keebeck Wealth Management | 0.20% | 15,101 | $2,004,809 | $2,029,522 | +$24,713 | +1.23% | |
| Wells Fargo & Company/Mn | 0.00% | 14,515 | $1,927,076 | $1,950,765 | +$23,689 | +1.23% |
Frequently asked questions about SUSL
Who are the largest institutional holders of SUSL?
The largest institutional holders of SUSL reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Fmr Llc, Jpmorgan Chase & Co, Royal Bank Of Canada, and Wealth Enhancement Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported SUSL position.
What is SUSL institutional ownership?
This page tracks SUSL positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG MSCI USA LEADERS (SUSL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SUSL?
InsiderSet currently tracks 191 institutional managers reporting SUSL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SUSL shareholders.
How much SUSL stock do institutions own?
Institutional investment managers disclosed approximately $628.76M in SUSL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SUSL institutional ownership last updated?
The latest SUSL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SUSL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SUSL position after the reporting date.
Are institutions buying or selling SUSL?
Institutional buying and selling can be analyzed by comparing SUSL positions across consecutive 13F reporting periods. InsiderSet's SUSL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SUSL ownership changes.
How has SUSL institutional ownership changed over time?
InsiderSet tracks SUSL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.