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Ishares ESG Msci USA Leaders (SUSL)

CUSIP: 46435U218 | NYSE | 348 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Creative Planning205,850
0.0% of portfolio›$28.1M
Wealth Enhancement Advisory Services, LLC201,167
0.0% of portfolio›$27.5M
Cliftonlarsonallen Wealth Advisors, LLC86,122
0.2% of portfolio›$11.7M
Trilogy Capital Inc.83,226
0.4% of portfolio›$11.3M
Robertson Stephens Wealth Management, LLC76,067
0.3% of portfolio›$10.4M
Xena Financial Planning, LLC66,882
8.7% of portfolio›$9.1M
Commonwealth Equity Services, LLC65,326
0.0% of portfolio›$8.9M
Bluestem Financial Advisors, LLC60,907
2.9% of portfolio›$8.3M
W Advisors, LLC44,486
2.6% of portfolio›$6.1M
Bond & Devick Financial Network, Inc.30,845
1.0% of portfolio›$4.2M
HB Wealth Management, LLC30,072
0.0% of portfolio›$4.1M
Bfsg, LLC28,162
0.3% of portfolio›$3.8M
Brookstone Capital Management24,959
0.0% of portfolio›$3.4M
Bailard, Inc.19,186
0.1% of portfolio›$2.6M
Omega Financial Group, LLC17,023
0.7% of portfolio›$2.3M
Mather Group, Llc.16,031
0.0% of portfolio›$2.2M
Ashton Thomas Private Wealth, LLC15,647
0.0% of portfolio›$2.1M
CFS Investment Advisory Services, LLC15,485
0.1% of portfolio›$2.2M
SAX Wealth Advisors, LLC15,468
0.1% of portfolio›$2.1M
Walkner Condon Financial Advisors LLC14,618
0.2% of portfolio›$2.0M
Values Added Financial LLC14,052
0.7% of portfolio›$1.9M
Orgel Wealth Management, LLC13,317
0.0% of portfolio›$1.8M
Cypress Wealth Services, LLC13,223
0.2% of portfolio›$1.8M
MGO One Seven LLC12,337
0.0% of portfolio›$1.7M
Affinity Capital Advisors, LLC10,581
0.2% of portfolio›$1.5M
Compass Ion Advisors, LLC9,787
0.1% of portfolio›$1.3M
Citigroup Inc9,782
0.0% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.9,427
0.0% of portfolio›$1.3K
Farther Finance Advisors, LLC9,336
0.0% of portfolio›$1.3M
Csenge Advisory Group7,555
0.0% of portfolio›$1.0M
Wealthcare Advisory Partners LLC7,409
0.0% of portfolio›$1.0M
Crusonia Wealth Advisors LLC7,327
0.1% of portfolio›$998.6K
Bank of New Hampshire6,900
0.2% of portfolio›$940.4K
Perigon Wealth Management, LLC6,744
0.0% of portfolio›$919.1K
Vise Technologies, Inc.6,724
0.0% of portfolio›$916.3K
JGP Wealth Management, LLC6,526
0.1% of portfolio›$889.4K
Friedenthal Financial5,982
0.4% of portfolio›$815.3K
RVW Wealth, LLC5,933
0.1% of portfolio›$808.6K
WealthPlan Investment Management, LLC5,759
0.0% of portfolio›$784.9K
Beacon Financial Group5,451
0.1% of portfolio›$742.9K
Park Avenue Securities LLC5,337
0.0% of portfolio›$727
Redhawk Wealth Advisors, Inc.5,197
0.1% of portfolio›$708.2K
Fragasso Financial Advisors Inc5,007
0.0% of portfolio›$695.6K
Relyea Zuckerberg Hanson LLC4,746
0.1% of portfolio›$646.9K
SmartHarvest Portfolios, LLC4,655
0.2% of portfolio›$634.4K
EverSource Wealth Advisors, LLC4,534
0.0% of portfolio›$617.9K
Kestra Advisory Services, LLC4,243
0.0% of portfolio›$578.2K
Firethorn Wealth Partners, LLC4,071
0.2% of portfolio›$554.8K
Compound Planning, Inc.3,989
0.0% of portfolio›$543.7K
Sweeney & Michel, LLC3,637
0.1% of portfolio›$495.6K
Aries Wealth Management3,566
0.1% of portfolio›$486.0K
Madson Wealth Advisors Inc3,559
0.3% of portfolio›$485.0K
Horizon Wealth Management, LLC3,477
0.1% of portfolio›$473.8K
Strategic Blueprint, LLC3,403
0.0% of portfolio›$463.7K
MLG Wealth Management DBA Pine Grove Financial Group3,314
0.0% of portfolio›$451.7K
MKT Advisors LLC3,130
0.1% of portfolio›$432.3K
Bigelow Investment Advisors, LLC3,009
0.1% of portfolio›$410.1K
Foster Group, Inc.2,957
0.0% of portfolio›$403.0K
BOS Asset Management, LLC2,872
0.1% of portfolio›$391.4K
Parallel Advisors, LLC2,763
0.0% of portfolio›$376.6K
IFP Advisors, Inc2,742
0.0% of portfolio›$373.7K
Ridgeline Wealth, LLC2,557
0.2% of portfolio›$355.0K
Vested Financial Planning, LLC2,549
0.2% of portfolio›$347.5K
Balance Wealth Partners LLC2,472
0.1% of portfolio›$336.9K
Marino, Stram & Associates LLC2,451
0.1% of portfolio›$334.0K
Firestone Capital Management2,325
0.1% of portfolio›$316.9K
First Affirmative Financial Network2,289
0.1% of portfolio›$311.9K
Lodestar Private Asset Management LLC2,239
0.0% of portfolio›$305.1K
Horst & Graben Wealth Management LLC2,200
0.0% of portfolio›$299.8K
Landaas & Co2,061
0.0% of portfolio›$280.9K
NorthCrest Asset Manangement, LLC2,041
0.0% of portfolio›$281.9K
Milestone Asset Management Group, LLC1,962
0.1% of portfolio›$267.4K
Kingswood Wealth Advisors, LLC1,862
0.0% of portfolio›$253.8K
Wealth Enhancement Trust Services, Inc.1,860
0.0% of portfolio›$253.5K
Confluence Wealth Services, Inc.1,746
0.0% of portfolio›$238.0K
OpenArc Corporate Advisory, LLC1,738
0.0% of portfolio›$236.9K
Choreo, LLC1,715
0.0% of portfolio›$233.8K
Meridian Financial Partners LLC1,695
0.1% of portfolio›$233.5K
SWS Partners1,598
0.0% of portfolio›$217.8K
First Pacific Financial1,520
0.0% of portfolio›$207.1K
Your Advocates Ltd., LLP1,501
0.1% of portfolio›$204.6K
Family Capital Trust Co1,200
0.1% of portfolio›$163.5K
Larson Financial Group LLC1,106
0.0% of portfolio›$150.7K
Keystone Financial Group, Inc.1,054
0.1% of portfolio›$143.6K
US Bancorp \de\1,028
0.0% of portfolio›$140.1K
GHP Investment Advisors, Inc.955
0.0% of portfolio›$130.1K
DT Investment Partners, LLC687
0.0% of portfolio›$93.6K
Community Financial Services Group, LLC444
0.0% of portfolio›$60.6K
Blue Trust, Inc.334
0.0% of portfolio›$45.5K
Triumph Capital Management280
0.0% of portfolio›$38.2K
CoreCap Advisors, LLC250
0.0% of portfolio›$34.1K
Noble Wealth Management PBC180
0.0% of portfolio›$24.5K
Gladwyn Financial Advisors, Inc.129
0.0% of portfolio›$17.5K
Cherry Tree Wealth Management, LLC87
0.0% of portfolio›$11.9K
Capitol Family Office, Inc.74
0.0% of portfolio›$10.1K
Rossby Financial, LCC58
0.0% of portfolio›$7.8K
Abound Wealth Management25
0.0% of portfolio›$3.4K
StyleTurnoverLocationFiled
Creative Planning
205,850$28.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
201,167$27.5M0.0%CoreLowPlymouth, MN2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
86,122$11.7M0.2%ETFLowMinneapolis, MN2026-10-14
Trilogy Capital Inc.
83,226$11.3M0.4%ETFMediumIrvine, CA2026-10-20
Robertson Stephens Wealth Management, LLC
76,067$10.4M0.3%ETFMediumSan Francisco, CA2026-10-16
Xena Financial Planning, LLC
66,882$9.1M8.7%ETFVery LowPortland, OR2026-10-13
Commonwealth Equity Services, LLC
65,326$8.9M0.0%ETFLowWaltham, MA2026-11-02
Bluestem Financial Advisors, LLC
60,907$8.3M2.9%ETFVery LowSavoy, IL2026-10-20
W Advisors, LLC
44,486$6.1M2.6%CoreLowGermantown, TN2026-11-02
Bond & Devick Financial Network, Inc.
30,845$4.2M1.0%ETFVery LowSt. Louis Park, MN2026-10-23
HB Wealth Management, LLC
30,072$4.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Bfsg, LLC
28,162$3.8M0.3%CoreLowIrvine, CA2026-10-30
Brookstone Capital Management
24,959$3.4M0.0%ETFMediumWheaton, IL2026-10-22
Bailard, Inc.
19,186$2.6M0.1%GrowthMediumFoster City, CA2026-10-13
Omega Financial Group, LLC
17,023$2.3M0.7%ETFVery LowSanta Barbara, CA2026-10-29
Mather Group, Llc.
16,031$2.2M0.0%ETFMediumChicago, IL2026-10-14
Ashton Thomas Private Wealth, LLC
15,647$2.1M0.0%CoreMediumScottsdale, AZ2026-11-03
CFS Investment Advisory Services, LLC
15,485$2.2M0.1%ETFMediumTotowa, NJ2026-10-19
SAX Wealth Advisors, LLC
15,468$2.1M0.1%ETFVery LowParsippany, NJ2026-10-13
Walkner Condon Financial Advisors LLC
14,618$2.0M0.2%ETFLowVerona, WI2026-11-02
Values Added Financial LLC
14,052$1.9M0.7%ETFLowWashington, DC2026-10-28
Orgel Wealth Management, LLC
13,317$1.8M0.0%ETFMediumAltoona, WI2026-10-14
Cypress Wealth Services, LLC
13,223$1.8M0.2%ETFLowPalm Desert, CA2026-10-21
MGO One Seven LLC
12,337$1.7M0.0%GrowthLowBeachwood, OH2026-10-28
Affinity Capital Advisors, LLC
10,581$1.5M0.2%ETFLowBerkeley, CA2026-10-13
Compass Ion Advisors, LLC
9,787$1.3M0.1%ETFVery LowConshohocken, PA2026-10-23
Citigroup Inc
9,782$1.3M0.0%CoreMediumNew York, NY2026-11-04
Cambridge Investment Research Advisors, Inc.
9,427$1.3K0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
9,336$1.3M0.0%IndexLowSan Francisco, CA2026-10-08
Csenge Advisory Group
7,555$1.0M0.0%ETFMediumClearwater, FL2026-11-04
Wealthcare Advisory Partners LLC
7,409$1.0M0.0%ETFLowWest Chester, PA2026-10-21
Crusonia Wealth Advisors LLC
7,327$998.6K0.1%ETFVery LowDenver, CO2026-10-26
Bank of New Hampshire
6,900$940.4K0.2%CoreLowLaconia, NH2026-10-06
Perigon Wealth Management, LLC
6,744$919.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Vise Technologies, Inc.
6,724$916.3K0.0%IndexLowNew York, NY2026-10-29
JGP Wealth Management, LLC
6,526$889.4K0.1%CoreLowBend, OR2026-10-13
Friedenthal Financial
5,982$815.3K0.4%ETFHighMarlton, NJ2026-10-27
RVW Wealth, LLC
5,933$808.6K0.1%ETFVery LowLos Angeles, CA2026-10-06
WealthPlan Investment Management, LLC
5,759$784.9K0.0%GrowthMediumOmaha, NE2026-10-15
Beacon Financial Group
5,451$742.9K0.1%ETFMediumDallas, TX2026-10-19
Park Avenue Securities LLC
5,337$7270.0%ETFMediumNew York, NY2026-10-26
Redhawk Wealth Advisors, Inc.
5,197$708.2K0.1%ETFHighMinneapolis, MN2026-10-14
Fragasso Financial Advisors Inc
5,007$695.6K0.0%ETFLowSewickley, PA2026-10-13
Relyea Zuckerberg Hanson LLC
4,746$646.9K0.1%ETFLowStamford, CT2026-10-20
SmartHarvest Portfolios, LLC
4,655$634.4K0.2%GrowthLowSeattle, WA2026-10-26
EverSource Wealth Advisors, LLC
4,534$617.9K0.0%CoreMediumBirmingham, AL2026-11-04
Kestra Advisory Services, LLC
4,243$578.2K0.0%CoreLowAustin, TX2026-11-02
Firethorn Wealth Partners, LLC
4,071$554.8K0.2%ETFLowAugusta, GA2026-10-14
Compound Planning, Inc.
3,989$543.7K0.0%CoreLowNew York, NY2026-11-05
Sweeney & Michel, LLC
3,637$495.6K0.1%ETFVery LowChico, CA2026-10-16
Aries Wealth Management
3,566$486.0K0.1%CoreVery LowPortland, ME2026-10-23
Madson Wealth Advisors Inc
3,559$485.0K0.3%ETFLowSanta Rosa, CA2026-10-13
Horizon Wealth Management, LLC
3,477$473.8K0.1%ETFVery HighLa Grange, IL2026-11-02
Strategic Blueprint, LLC
3,403$463.7K0.0%ETFLowAtlanta, GA2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
3,314$451.7K0.0%ETFMediumWoodbury, MN2026-10-13
MKT Advisors LLC
3,130$432.3K0.1%ETFLowCarlsbad, CA2026-10-20
Bigelow Investment Advisors, LLC
3,009$410.1K0.1%ETFLowPortland, ME2026-10-13
Foster Group, Inc.
2,957$403.0K0.0%ETFVery LowUrbandale, IA2026-10-13
BOS Asset Management, LLC
2,872$391.4K0.1%ETFLowSpringfield, IL2026-10-09
Parallel Advisors, LLC
2,763$376.6K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
2,742$373.7K0.0%GrowthLowTampa, FL2026-10-16
Ridgeline Wealth, LLC
2,557$355.0K0.2%ETFVery LowMesa, AZ2026-10-14
Vested Financial Planning, LLC
2,549$347.5K0.2%ETFMediumSan Carlos, CA2026-10-28
Balance Wealth Partners LLC
2,472$336.9K0.1%ETFMediumWorthington, OH2026-10-27
Marino, Stram & Associates LLC
2,451$334.0K0.1%ETFVery LowBraintree, MA2026-10-22
Firestone Capital Management
2,325$316.9K0.1%ETFVery LowSouth Miami, FL2026-11-03
First Affirmative Financial Network
2,289$311.9K0.1%CoreN/AColorado Springs, CO2026-10-21
Lodestar Private Asset Management LLC
2,239$305.1K0.0%ETFLowAlamo, CA2026-10-26
Horst & Graben Wealth Management LLC
2,200$299.8K0.0%ETFMediumPortland, OR2026-11-02
Landaas & Co
2,061$280.9K0.0%ETFVery LowMilwaukee, WI2026-10-29
NorthCrest Asset Manangement, LLC
2,041$281.9K0.0%GrowthLowPlymouth, MN2026-10-13
Milestone Asset Management Group, LLC
1,962$267.4K0.1%ETFVery LowAvon, CT2026-10-20
Kingswood Wealth Advisors, LLC
1,862$253.8K0.0%GrowthLowSan Diego, CA2026-10-23
Wealth Enhancement Trust Services, Inc.
1,860$253.5K0.0%GrowthMediumSioux Falls, SD2026-10-07
Confluence Wealth Services, Inc.
1,746$238.0K0.0%ETFVery LowMcmurray, PA2026-11-05
OpenArc Corporate Advisory, LLC
1,738$236.9K0.0%GrowthLowAtlanta, GA2026-10-21
Choreo, LLC
1,715$233.8K0.0%IndexLowRockford, IL2026-10-28
Meridian Financial Partners LLC
1,695$233.5K0.1%GrowthLowWarrenton, VA2026-10-23
SWS Partners
1,598$217.8K0.0%GrowthMediumColumbus, OH2026-10-26
First Pacific Financial
1,520$207.1K0.0%ETFLowVancouver, WA2026-10-14
Your Advocates Ltd., LLP
1,501$204.6K0.1%ETFLowHouston, TX2026-11-03
Family Capital Trust Co
1,200$163.5K0.1%CoreLowPeabody, MA2026-10-22
Larson Financial Group LLC
1,106$150.7K0.0%GrowthLowSt Louis, MO2026-11-05
Keystone Financial Group, Inc.
1,054$143.6K0.1%ETFLowAtlanta, GA2026-10-13
US Bancorp \de\
1,028$140.1K0.0%IndexLowMinneapolis, MN2026-11-05
GHP Investment Advisors, Inc.
955$130.1K0.0%CoreVery LowDenver, CO2026-10-15
DT Investment Partners, LLC
687$93.6K0.0%ETFVery LowChadds Ford, PA2026-10-27
Community Financial Services Group, LLC
444$60.6K0.0%GrowthLowNewport, VT2026-10-15
Blue Trust, Inc.
334$45.5K0.0%ETFLowBrentwood, TN2026-10-15
Triumph Capital Management
280$38.2K0.0%ETFMediumDenver, CO2026-10-14
CoreCap Advisors, LLC
250$34.1K0.0%ETFMediumSouthfield, MI2026-10-08
Noble Wealth Management PBC
180$24.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
Gladwyn Financial Advisors, Inc.
129$17.5K0.0%ETFVery LowChantilly, VA2026-10-05
Cherry Tree Wealth Management, LLC
87$11.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Capitol Family Office, Inc.
74$10.1K0.0%ETFLowBeaverton, OR2026-10-13
Rossby Financial, LCC
58$7.8K0.0%ETFMediumMelbourne, FL2026-11-05
Abound Wealth Management
25$3.4K0.0%ETFVery LowFranklin, TN2026-10-26