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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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SUSL — Fundamentals, Valuation & Ownership | QW Research

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iShares ESG MSCI USA Leaders ETF (SUSL)

Highly Crowded

Held by 188 of 5,944 reporting institutions (91th percentile) — extremely crowded.

Data as of Q1 2026

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

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Institutional Ownership

—

of shares outstanding · 188 funds hold it

Ownership Change

—

vs last quarter

Crowding

91ᵗʰ pctl

more crowded than 91% of tracked stocks

Institutional Value

$543.6M

total position value across all 13F filers

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Institutional Holders

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (8 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.05%Avg weight: 0.74%Max: 4.56%High conviction (>1%): 2

MERCER GLOBAL ADVISORS INC /ADV

JPMORGAN CHASE &

ROYAL BANK OF CANADA

Creative Planning

WEALTH ENHANCEMENT ADVISORY SERVICES,

Allworth Financial

Pathstone Holdings,

Crowding AnalysisHighly Crowded

Holders188of 5,944

Avg: 68

Uncrowded91th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.08x

73th percentile

77 buying71 selling

+23

New

-14

Closed

-40,662

Net shares

Ownership Concentration

Top 5: 49.8%Top 10: 64.8%

Bank of Italy15.4%

MERCER GLOBAL ADVISORS INC /ADV12.3%

FMR7.9%

JPMORGAN CHASE &7.7%

ROYAL BANK OF CANADA6.5%

Others (183)50.3%

Crowding AnalysisHighly Crowded

Holders188of 5,944

Avg: 68

Uncrowded91th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.08x

73th percentile

77 buying71 selling

+23

New

-14

Closed

-40,662

Net shares

Ownership Concentration

Top 5: 49.8%Top 10: 64.8%

Bank of Italy15.4%

MERCER GLOBAL ADVISORS INC /ADV12.3%

FMR7.9%

JPMORGAN CHASE &7.7%

ROYAL BANK OF CANADA6.5%

Others (183)50.3%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$18,817

SUSL · +88%

$18,666

S&P 500 · +87%

+$152

ahead of the index

Total return (5Y)

+88%

S&P 500

+87%

vs. market

+2%

outperformed

Annualized

13.5%

mkt 13.3%

Volatility

17%

annualized

Beta

1.09

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

SUSLS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

SUSL (solid)S&P 500 (outline)Green = positive year, red = negative. Number = SUSL's return.

Beat the market

3 / 6 yrs

50% win rate

Best year

+29%

2023

Worst year

-20%

2022

Worst drawdown

-26%

recovered in 5 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -26%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position