Public ownership evidence

iShares ESG MSCI USA Leaders ETF (SUSL) Ownership Disclosures

Read SUSL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares ESG MSCI USA Leaders ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
6,922
Value (USD)
$918,921
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SUSL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SUSL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-286,922$918,921None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-263,357$407,091None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20681,991$90,541,185None
Beacon Pointe Advisors, LLC2026-06-302026-08-194,026$534,453None
Corient Private Wealth LP2026-06-302026-08-186,922$918,921None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-186,879$913,576None
Equitable Holdings, Inc.2026-06-302026-08-1820,906$2,775,481None
GTS FINANCIAL, LLC2026-06-302026-08-157,536$816,526None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,931$1,185,722None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520,288$2,695,500None
JANE STREET GROUP, LLC2026-06-302026-08-1542,467$5,637,919None
Obsido Oy2026-06-302026-08-1513,849$1,838,593None
GTS SECURITIES LLC2026-06-302026-08-1523,404$3,107,115None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1522,077$2,930,943None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,520$2,060,435None
Ancora Advisors LLC2026-06-302026-08-15248$32,924None
BROWN ADVISORY INC2026-06-302026-08-155,150$683,714None
Davis Wealth Advisors, LLC2026-06-302026-08-151,583$210,160None
RETIREMENT CAPITAL STRATEGIES2026-06-302026-08-158,350$1,108,546None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1511,263$1,461,063None
Cerity Partners LLC2026-06-302026-08-153,881$515,242None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-152,771$367,878None
ROYAL BANK OF CANADA2026-06-302026-08-1552,153$6,924,000None
ROYAL BANK OF CANADA2026-06-302026-08-15329,342$43,723,000None
CITADEL ADVISORS LLC2026-06-302026-08-1512,373$1,642,639None
Larson Financial Group LLC2026-06-302026-08-151,094$145,241None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,202$1,354,418None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1511,566$1,535,511None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,710$359,780None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1512,202$1,620,002None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,313$307,074None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,746$762,839None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1559,138$7,851,164None
Pathstone Holdings, LLC2026-06-302026-08-14118,051$15,672,451None
Pathstone Holdings, LLC2026-06-302026-08-1427,119$3,600,387None
Sanctuary Advisors, LLC2026-06-302026-08-1478,919$10,477,237None
Quantinno Capital Management LP2026-06-302026-08-1450,170$6,660,658None
CreativeOne Wealth, LLC2026-06-302026-08-14950$126,122None
CreativeOne Wealth, LLC2026-06-302026-08-14823$109,261None
Front Row Advisors LLC2026-06-302026-08-14123$16,880None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1416,387$2,175,538None
UBS Group AG2026-06-302026-08-14471$62,530None
One Capital Management, LLC2026-06-302026-08-142,797$317,746None
Mariner, LLC2026-06-302026-08-143,727$494,797None
Creative Planning2026-06-302026-08-14145,654$19,337,039None
Creative Planning2026-06-302026-08-1453,148$7,055,928None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-148,414$1,117,043None
MARK SHEPTOFF FINANCIAL PLANNING, LLC2026-06-302026-08-1475$9,957None
CI INVESTMENTS INC.2026-06-302026-08-143,919$520,286None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-14437$58,000None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗GTS FINANCIAL, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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