Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
-
7,893,413
-
Total 13F shares
-
678,418
-
Share change
-
+2,503
-
Total reported value
-
$82,675,189
-
Price per share
-
$121.27
-
Number of holders
-
40
-
Value change
-
+$327,330
-
Number of buys
-
13
-
Number of sells
-
12
Institutional Holders of iShares ESG MSCI USA Leaders ETF - COMMON STOCK (SUSL) as of Q4 2025
As of 31 Dec 2025,
iShares ESG MSCI USA Leaders ETF - COMMON STOCK (SUSL) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
678,418 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, BLUESTEM FINANCIAL ADVISORS, LLC, Xena Financial Planning, LLC, BFSG, LLC, Brookstone Capital Management, MATHER GROUP, LLC., Walkner Condon Financial Advisors LLC, Values Added Financial LLC, and SAX WEALTH ADVISORS, LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.