Who owns Ishares Tr esg msci leadr?
- Ticker: SUSL
- CUSIP Number: 46435u218
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr esg msci le with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr esg msci le stock
Who bought or sold Ishares Tr esg msci leadr this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Banca d'Italia | 888k | $101M | 0% | Mar 2026 |
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| Mercer Global Advisors | 707k | $80M | -4% | Mar 2026 |
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| FMR | 593k | $72M | 45% | Dec 2025 |
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| Royal Bank of Canada | 377k | $43M | -1% | Mar 2026 |
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| Creative Planning | 205k | $23M | 1% | Mar 2026 |
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| Hanson McClain Advisors | 192k | $23M | -3% | Dec 2025 |
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| Ellevest | 156k | $18M | 5% | Mar 2026 |
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| Pathstone Holdings | 115k | $13M | 15% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 82k | $9.4M | -1% | Mar 2026 |
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| Robertson Stephens Wealth Management | 80k | $9.1M | 10% | Mar 2026 |
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| Sanctuary Advisors | 80k | $9.0M | 1% | Mar 2026 |
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| Trilogy Capital | 78k | $8.9M | 100% | Mar 2026 |
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| Resources Investment Advisors | 77k | $8.8M | 1% | Mar 2026 |
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| Flow Traders US | 66k | $7.5M | 100% | Mar 2026 |
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| Kingsview Wealth Management | 63k | $7.1M | 100% | Mar 2026 |
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| Bank of America Corporation | 62k | $7.1M | 100% | Mar 2026 |
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| One Wealth Advisors | 62k | $7.0M | -2% | Mar 2026 |
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| Xena Financial Planning | 60k | $6.8M | 44% | Mar 2026 |
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| W Advisors | 53k | $6.1M | -6% | Mar 2026 |
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| Commonwealth Equity Services | 52k | $5.9M | -7% | Mar 2026 |
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| GeoWealth Management | 51k | $5.8M | -10% | Mar 2026 |
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| SK Wealth Management | 51k | $5.9M | -1% | Mar 2026 |
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| Bluestem Financial Advisors | 49k | $5.6M | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 42k | $4.7M | -3% | Mar 2026 |
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| Aptus Capital Advisors | 40k | $4.6M | -5% | Mar 2026 |
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| LPL Financial | 37k | $4.2M | 43% | Mar 2026 |
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| Envestnet Asset Management | 32k | $3.6M | 119% | Mar 2026 |
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| Advisor Group Holdings | 30k | $3.6M | -5% | Dec 2025 |
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| BFSG | 28k | $3.2M | 0% | Mar 2026 |
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| Quantinno Capital Management | 25k | $2.9M | 100% | Mar 2026 |
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| Raymond James Financial | 25k | $3.0M | -4% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 24k | $2.7M | -2% | Mar 2026 |
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| Wells Fargo & Company | 22k | $2.5M | -5% | Mar 2026 |
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| Independent Advisor Alliance | 22k | $2.5M | 100% | Mar 2026 |
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| Brookstone Capital Management | 22k | $2.5M | 4% | Mar 2026 |
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| Equitable Holdings | 21k | $2.5M | 17% | Mar 2026 |
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| HB Wealth Management | 19k | $2.2M | 12% | Mar 2026 |
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| CI Private Wealth | 19k | $1.8M | -1% | Mar 2026 |
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| Omega Financial Group | 19k | $2.1M | -10% | Mar 2026 |
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| Kickstand Ventures | 18k | $2.0M | -4% | Mar 2026 |
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| Walkner Condon Financial Advisors | 17k | $1.9M | 1% | Mar 2026 |
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| Cetera Investment Advisers | 17k | $1.9M | 2% | Mar 2026 |
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| Steward Partners Investment Advisory | 16k | $1.9M | 0% | Mar 2026 |
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| Mather Group | 16k | $1.9M | -4% | Mar 2026 |
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| Bond & Devick Financial Network | 16k | $1.8M | 11% | Mar 2026 |
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| CFS Investment Advisory Services | 16k | $2.0M | -2% | Mar 2026 |
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| Ashton Thomas Private Wealth | 16k | $1.8M | 0% | Mar 2026 |
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| Values Added Financial | 16k | $1.8M | 0% | Mar 2026 |
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| Sax Wealth Advisors | 16k | $1.9M | 0% | Mar 2026 |
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| Keebeck Wealth Management | 15k | $1.9M | 0% | Dec 2025 |
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| Orgel Wealth Management | 14k | $1.5M | -2% | Mar 2026 |
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| Cypress Wealth Services | 14k | $1.5M | 1% | Mar 2026 |
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| Obsido Oy | 13k | $1.5M | 0% | Mar 2026 |
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| Affinity Capital Advisors | 12k | $1.4M | 14% | Mar 2026 |
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| SNS Financial | 12k | $1.3M | 31% | Mar 2026 |
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| Compass Ion Advisors | 9.7k | $1.1M | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 9.4k | $1.1M | -4% | Mar 2026 |
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| We Are One Seven | 9.3k | $1.1M | -3% | Dec 2025 |
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| Sequoia Financial Advisors | 8.5k | $967k | 0% | Mar 2026 |
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| William Blair $ Company | 8.4k | $958k | 5% | Mar 2026 |
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| Farther Finance Advisors | 8.3k | $953k | -5% | Mar 2026 |
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| Stifel Financial | 7.9k | $900k | 3% | Mar 2026 |
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| Csenge Advisory Group | 7.8k | $885k | -3% | Mar 2026 |
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| O'shaughnessy Asset Management | 7.7k | $872k | 0% | Mar 2026 |
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| Perigon Wealth Management | 7.4k | $845k | 20% | Mar 2026 |
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| Gts Financial | 7.4k | $712k | 100% | Mar 2026 |
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| Friedenthal Financial | 7.3k | $827k | 0% | Mar 2026 |
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| Crusonia Wealth Advisors | 7.3k | $824k | 14% | Mar 2026 |
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| Wealthcare Advisory Partners | 7.2k | $822k | 1% | Mar 2026 |
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| Stratos Wealth Partners | 7.2k | $815k | -5% | Mar 2026 |
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| Charter Oak Capital Management | 6.2k | $700k | 0% | Mar 2026 |
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| Aries Wealth Management | 6.0k | $725k | 0% | Dec 2025 |
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| WealthPlan Investment Management | 5.8k | $654k | -8% | Mar 2026 |
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| RVW Wealth | 5.7k | $650k | 0% | Mar 2026 |
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| Private Advisor | 5.7k | $649k | 0% | Mar 2026 |
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| Park Avenue Securities | 5.6k | $636k | 2% | Mar 2026 |
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| PFG Investments | 5.6k | $632k | 19% | Mar 2026 |
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| Beacon Financial | 5.4k | $618k | 0% | Mar 2026 |
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| Sontag Advisory | 5.3k | $601k | -69% | Mar 2026 |
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| Merit Financial Group | 5.2k | $594k | 23% | Mar 2026 |
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| Fragasso | 5.0k | $574k | -1% | Mar 2026 |
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| JGP Wealth Management | 4.8k | $542k | -1% | Mar 2026 |
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| Relyea Zuckerberg Hanson | 4.8k | $541k | 0% | Mar 2026 |
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| Pathfinder Wealth Consulting | 4.7k | $533k | 100% | Mar 2026 |
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| SmartHarvest Portfolios | 4.7k | $529k | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 4.5k | $515k | -7% | Mar 2026 |
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| United Capital Financial Advisers | 4.5k | $513k | 0% | Mar 2026 |
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| Ieq Capital | 4.5k | $546k | 0% | Dec 2025 |
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| Shared Vision Wealth Group | 4.5k | $509k | 0% | Mar 2026 |
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| SkyView Investment Advisors | 4.3k | $517k | -9% | Dec 2025 |
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| Atomi Financial Group | 4.2k | $510k | -2% | Dec 2025 |
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| Firethorn Wealth Partners | 4.1k | $470k | 0% | Mar 2026 |
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| CI Investments | 4.1k | $468k | 14% | Mar 2026 |
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| Agf Management | 4.0k | $454k | 0% | Mar 2026 |
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| BlackRock | 4.0k | $454k | 145% | Mar 2026 |
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| Jones Financial Companies, L.L | 3.9k | $471k | 16% | Dec 2025 |
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| Madson Wealth Advisors | 3.8k | $431k | 100% | Mar 2026 |
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| Win Advisors | 3.8k | $429k | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 3.7k | $423k | -19% | Mar 2026 |
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| Novare Capital Management | 3.6k | $413k | -3% | Mar 2026 |
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| Redhawk Wealth Advisors | 3.6k | $410k | 11% | Mar 2026 |
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| Foster Group | 3.5k | $399k | -4% | Mar 2026 |
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| Strategic Blueprint | 3.4k | $387k | 0% | Mar 2026 |
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| Horizon Wealth Management | 3.4k | $387k | 1% | Mar 2026 |
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| Sweeney & Michel | 3.3k | $401k | -11% | Mar 2026 |
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| Mayflower Financial Advisors | 3.2k | $366k | 0% | Mar 2026 |
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| Balance Wealth | 3.2k | $359k | -5% | Mar 2026 |
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| MKT Advisors | 3.1k | $360k | 0% | Mar 2026 |
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| GenTrust | 3.1k | $354k | 0% | Mar 2026 |
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| Veridan Wealth | 3.1k | $373k | -1% | Dec 2025 |
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| Landaas & Co | 3.0k | $343k | 0% | Mar 2026 |
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| United Asset Strategies | 3.0k | $341k | 2% | Mar 2026 |
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| BOS Asset Management | 2.9k | $326k | 0% | Mar 2026 |
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| Citigroup | 2.8k | $323k | 100% | Mar 2026 |
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| HPM Partners | 2.8k | $323k | 0% | Mar 2026 |
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| Change Path | 2.8k | $321k | -1% | Mar 2026 |
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| EP Wealth Advisors | 2.8k | $320k | 0% | Mar 2026 |
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| Bigelow Investment Advisors | 2.8k | $319k | 100% | Mar 2026 |
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| One Capital Management | 2.8k | $318k | 0% | Mar 2026 |
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| Mml Investors Services | 2.8k | $316k | -4% | Mar 2026 |
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| AQR Capital Management | 2.8k | $315k | 0% | Mar 2026 |
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| Parallel Advisors | 2.8k | $314k | 0% | Mar 2026 |
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| IFP Advisors | 2.7k | $312k | 0% | Mar 2026 |
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| Wharton Business Group | 2.7k | $310k | -3% | Mar 2026 |
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| Captrust Financial Advisors | 2.7k | $326k | -17% | Dec 2025 |
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| Jane Street | 2.6k | $295k | 100% | Mar 2026 |
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| Ridgeline Wealth | 2.6k | $291k | 0% | Mar 2026 |
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| Morgan Stanley | 2.6k | $290k | -25% | Mar 2026 |
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| Vested Financial Planning | 2.5k | $290k | -37% | Mar 2026 |
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| Peak Retirement Planning | 2.5k | $290k | 100% | Mar 2026 |
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| Davis Wealth Advisors | 2.5k | $285k | 100% | Mar 2026 |
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| Beacon Pointe Advisors | 2.5k | $304k | -17% | Dec 2025 |
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| Marino, Stram & Associates | 2.5k | $278k | 0% | Mar 2026 |
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| Zhang Financial | 2.3k | $265k | 100% | Mar 2026 |
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| Firestone Capital Management | 2.3k | $263k | 0% | Mar 2026 |
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| Pnc Financial Services | 2.3k | $263k | 4% | Mar 2026 |
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| Milestone Asset Management Group | 2.2k | $273k | 0% | Dec 2025 |
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| Lodestar Private Asset Management | 2.2k | $253k | 0% | Mar 2026 |
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| Commerce Bank N A | 2.2k | $253k | 100% | Mar 2026 |
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| Horst & Graben Wealth Management | 2.2k | $278k | 2% | Mar 2026 |
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| Institute For Wealth Management | 2.2k | $250k | 0% | Mar 2026 |
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| CWM | 2.2k | $264k | 7% | Dec 2025 |
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| Personal Cfo Solutions | 2.1k | $239k | 100% | Mar 2026 |
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| Kestra Advisory Services | 2.1k | $237k | 216% | Mar 2026 |
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| Gateway Wealth Partners | 1.9k | $219k | 100% | Mar 2026 |
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| Retirement Capital Strategies | 1.9k | $232k | 0% | Dec 2025 |
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| Diversified Trust Company | 1.9k | $216k | -5% | Mar 2026 |
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| Kingswood Wealth Advisors | 1.9k | $212k | 0% | Mar 2026 |
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| Wealth Enhancement Trust Services | 1.8k | $206k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 1.8k | $204k | 0% | Mar 2026 |
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Who sold out of Ishares Tr esg msci le?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 446k | $52M |
| Wealth Enhancement Advisory Services | Dec 2025 | 254k | $31M |
| National Philanthropic Trust | Dec 2025 | 156k | $19M |
| Citadel Advisors | Dec 2025 | 8.5k | $1.0M |
| Susquehanna International | Sep 2025 | 2.7k | $319k |