SUSL · iShares ESG MSCI USA Leaders ETF ETF
$137.87
-0.66 (-0.48%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $3,001,569
Total Shares: 22,609
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
54.7%
−45.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,147
Highly concentrated−5,853
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+2
Institutional value:
+687.1%
Shares held:
+573.5%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −43 | 3,314 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 12,373 | $1,642,639 | |
| Large Corient Private Wealth LLC | 6,922 | $918,964 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SUSL | $1,642,639 | 54.73% | 12,373 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC SUSL | $918,964 | 30.62% | 6,922 | Shares | 2026-08-27 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group SUSL | $439,966 | 14.66% | 3,314 | Shares | 2026-09-02 |