ISHARES TR

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SUSL·46435U218·US·etf·Unknown - Unknown-13D/G

ESG MSCI LEADR

SUSL (ISHARES TR) is held by 59 institutional investors as of Q1 2026. Largest holders: MERCER GLOBAL ADVISORS INC /ADV ($80.3M), FMR LLC ($51.7M), JPMORGAN CHASE & CO ($48.8M). Net institutional sentiment: Mixed.

59

Holders

Avg rating(13 Elite)

$392.9M

Total Value

50% (61)

Fund Consensus

25 buying - 25 selling

Smart Money Verdict

View all

48Weak MomentumConfirmed

Institutional (13F)47

Insider (Form 4)

No data

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how SUSL's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

24

★★★★

Strong

15

★★★

Solid

8

★★

Below

1

★

Weak

Held by 59 funds

13 elite

Who's Trading

ActivistFMR LLC5.3%May 6, 2026

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (59)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	706,838(-3.5%)	$80.3M	0.1%	+65.32%	0
FMR LLC	Decreased	455,266(-23.3%)	$51.7M	0.0%	+20.55%	0
JPMORGAN CHASE & CO	Decreased	443,012(-0.2%)	$48.8M	0.0%	+28.00%	0
ROYAL BANK OF CANADA	Increased	376,738(+0.4%)	$42.8M	0.0%	+27.04%	29
Creative Planning	Increased	205,356(+1.4%)	$23.3M	0.0%	+87.21%	29
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	202,161(-20.6%)	$23.2M	0.0%	+63.29%	0
Allworth Financial LP	Decreased	190,807(-0.4%)	$21.7M	0.1%	+71.62%	0
Pathstone Holdings, LLC	Increased	114,456(+14.8%)	$13M	0.1%	+17.11%	32
Sanctuary Advisors, LLC	Increased	79,626(+0.8%)	$9M	0.0%	+36.42%	28
OneDigital Investment Advisors LLC	Increased	77,261(+0.7%)	$8.8M	0.1%	+42.33%	28
BANK OF AMERICA CORP /DE/	Decreased	62,266(-31.3%)	$7.1M	0.0%	+19.88%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	51,996(-6.8%)	$5.9M	0.0%	+88.05%	0
IWIntegrated Wealth Concepts LLC	Decreased	41,728(-2.6%)	$4.7M	0.0%	+86.40%	0
Aptus Capital Advisors, LLC	Decreased	40,334(-4.9%)	$4.6M	0.0%	+41.81%	0
LPL Financial LLC	Increased	37,356(+43.4%)	$4.2M	0.0%	+42.75%	36
ENVESTNET ASSET MANAGEMENT INC	Increased	32,028(+118.7%)	$3.6M	0.0%	+29.10%	43
OSAIC HOLDINGS, INC.	Decreased	28,459(-4.1%)	$3.2M	0.0%	+73.10%	0
Quantinno Capital Management LP	New	25,165	$2.9M	0.0%	+9.50%	36
RAYMOND JAMES FINANCIAL INC	Decreased	23,719(-4.3%)	$2.7M	0.0%	+23.46%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	23,450(-1.5%)	$2.7M	0.0%	+67.37%	0

Showing 1-20 of 61

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer