ETF Holders

Who owns SUSL?

US large cap

iShares ESG MSCI USA Leaders ETF · iShares

194 institutions reported holding SUSL, worth $778.4M, in Form 13F filings for June 30, 2026.

13F holders
194
Institutional value
$778.4M
Change from prior quarter
+18.3%
+$120.5M, with price moves
New and sold-out firms
19 / 15
67 added, 53 trimmed

Top 10 institutional holders of SUSL

FirmLocationValueSharesChange
Bank of ItalyRome, Italy$117.9M887,779No change
Mercer Global Advisors Inc.Denver, CO$90.5M681,991−24,847 shares
FMR LLCBoston, MA$64.4M485,256+29,990 shares
JPMorgan Chase & CoNew York, NY$55.7M422,643−20,369 shares
Royal Bank of CanadaToronto, Ontario, Canada$50.6M381,495+4,757 shares
Wealth Enhancement Advisory Services, LLCPlymouth, MN$26.6M201,362−799 shares
Creative PlanningOverland Park, KS$26.4M198,802−6,554 shares
Allworth Financial LPFolsom, CA$25.7M193,400+2,593 shares
Ellevest, Inc.New York, NY$21.7M163,219+7,215 shares
Pathstone Holdings, LLCEnglewood, NJ$19.3M145,170+30,714 shares
184 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns SUSL?

194 institutional managers reported holding SUSL in Form 13F filings for June 30, 2026, worth $778.4M in total. The largest reported position was held by Bank of Italy, at $117.9M.

Did institutions buy or sell SUSL last quarter?

Reported 13F value rose 18.3% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 15 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SUSL ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.