SUSL
iShares ESG MSCI USA Leaders ETF
1W: -0.9%
1M: -5.7%
3M: -5.8%
YTD: -5.4%
1Y: +16.7%
3Y: +73.3%
5Y: +79.5%
$114.75
+0.76 (+0.67%)
After Hours: $109.72 (-5.03, -4.38%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Weather
ETF-Level Metrics
AUM$1.0B
Holdings259
Top 10 Wt47.0%
Beta1.08
% Profitable93%
Coverage100%
Portfolio Valuation
P/E36.1
P/B13.3
P/S11.7
EV/EBITDA26.0
P/FCF47.9
PEG1.13
Profitability & Returns
Gross Margin59.3%
Net Margin32.3%
ROE41.5%
ROA20.9%
ROIC35.3%
Div Yield1.16%
Leverage & Liquidity
Debt/Equity0.36
Debt/Assets0.18
Net Debt/EBITDA-0.0x
Interest Cov34.5x
Current Ratio1.52
Quick Ratio1.43
Growth (YoY)
Revenue+22.1%
Net Income+32.9%
EPS+34.2%
FCF+36.0%
EBITDA+32.1%
Rev CAGR 3Y+17.8%
Quality Scores
Piotroski F7.1
Altman Z14.87
IS Quality79.4
IS Overall67.8
IS Value45.7
Median P/E23.6
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 39 | 35.2% | 0.6 |
| Communication Services | 12 | 13.2% | 38.6 |
| Healthcare | 36 | 10.7% | 29.9 |
| Financial Services | 38 | 10.6% | 16.0 |
| Consumer Cyclical | 30 | 9.3% | 40.5 |
| Industrials | 40 | 8.4% | 36.2 |
| Consumer Defensive | 19 | 4.5% | 14.5 |
| Real Estate | 12 | 2.3% | 73.9 |
| Energy | 11 | 2.2% | 22.0 |
| Basic Materials | 11 | 2.1% | 11.3 |
| Utilities | 11 | 1.2% | 12.7 |
| Other | 4 | 0.3% | — |
Smart Money Overlap
37 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | 1.92% | 4 | Bullish | 12 | 2 | -0.9% |
| V | Visa Inc. | 1.70% | 4 | Bullish | 7 | 12 | -3.7% |
| MA | Mastercard Incorporated | 1.40% | 4 | Bullish | 13 | 3 | -2.8% |
| CAT | Caterpillar Inc. | 1.08% | 4 | Bullish | 10 | 6 | -4.4% |
| MRK | Merck & Co., Inc. | 0.95% | 4 | Bullish | 11 | 2 | +0.9% |
| IBM | International Business Machines Corporation | 0.79% | 4 | Bullish | 10 | 8 | -0.2% |
| MCD | McDonald's Corporation | 0.74% | 4 | Bullish | 11 | 1 | -4.3% |
| INTC | Intel Corporation | 0.70% | 4 | Bullish | 2 | 2 | +3.4% |
| DIS | The Walt Disney Company | 0.59% | 4 | Bullish | 28 | 3 | -3.5% |
| SCHW | The Charles Schwab Corporation | 0.53% | 4 | Bullish | 13 | 3 | -0.5% |
| DE | Deere & Company | 0.49% | 4 | Bullish | 10 | 3 | +23.3% |
| WELL | Welltower Inc. | 0.47% | 4 | Bullish | 6 | 1 | -5.0% |
| UNP | Union Pacific Corporation | 0.47% | 4 | Bullish | 37 | 3 | -3.5% |
| SPGI | S&P Global Inc. | 0.44% | 4 | Bullish | 3 | 1 | +4.8% |
| NOW | ServiceNow, Inc. | 0.39% | 4 | Bullish | 2 | 12 | -4.6% |
| WMB | The Williams Companies, Inc. | 0.30% | 4 | Bullish | 12 | 1 | +1.6% |
| BK | The Bank of New York Mellon Corporation | 0.27% | 4 | Bullish | 11 | 2 | -0.7% |
| HLT | Hilton Worldwide Holdings Inc. | 0.23% | 4 | Bullish | 7 | 2 | -3.2% |
| TRV | The Travelers Companies, Inc. | 0.22% | 4 | Bullish | 23 | 1 | -4.7% |
| SRE | Sempra | 0.21% | 4 | Bullish | 7 | 1 | +3.0% |
Showing 50 of 263 holdings
· Page 1 of 6
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 14.57% | $143.8M | 805,420 | 36.2 | $4.3T | Technology |
| 2 | MICROSOFT CORP | MSFT | 9.22% | $91.0M | 234,028 | 23.1 | $2.8T | Technology |
| 3 | ALPHABET INC CLASS A | GOOGL | 6.00% | $59.2M | 192,896 | 26.6 | $3.5T | Communication Services |
| 4 | ALPHABET INC CLASS C | GOOG | 4.99% | $49.3M | 161,293 | 26.6 | $3.5T | Communication Services |
| 5 | TESLA INC | TSLA | 3.61% | $35.6M | 93,699 | 328.7 | $1.4T | Consumer Cyclical |
| 6 | ELI LILLY | LLY | 2.48% | $24.4M | 26,634 | 39.9 | $865.9B | Healthcare |
| 7 | JOHNSON & JOHNSON | JNJ | 1.92% | $19.0M | 79,856 | 21.7 | $578.2B | Healthcare |
| 8 | VISA INC CLASS A | V | 1.70% | $16.7M | 55,875 | 28.1 | $587.9B | Financial Services |
| 9 | MASTERCARD INC CLASS A | MA | 1.40% | $13.8M | 28,064 | 30.1 | $448.7B | Financial Services |
| 10 | PROCTER & GAMBLE | PG | 1.14% | $11.2M | 77,451 | 21.2 | $336.3B | Consumer Defensive |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 1.12% | $11.1M | 53,961 | 82.8 | $359.1B | Technology |
| 12 | HOME DEPOT INC | HD | 1.10% | $10.8M | 32,996 | 23.3 | $331.2B | Consumer Cyclical |
| 13 | CATERPILLAR INC | CAT | 1.08% | $10.7M | 15,511 | 37.8 | $336.5B | Industrials |
| 14 | COCA-COLA | KO | 1.04% | $10.2M | 135,448 | 24.7 | $323.6B | Consumer Defensive |
| 15 | GE AEROSPACE | GE | 1.03% | $10.2M | 34,962 | 36.4 | $312.8B | Industrials |
| 16 | LAM RESEARCH CORP | LRCX | 0.99% | $9.7M | 41,631 | 47.3 | $291.5B | Technology |
| 17 | MERCK & CO INC | MRK | 0.95% | $9.4M | 82,266 | 16.3 | $295.1B | Healthcare |
| 18 | APPLIED MATERIAL INC | AMAT | 0.95% | $9.4M | 26,282 | 37.4 | $293.1B | Technology |
| 19 | INTERNATIONAL BUSINESS MACHINES CO | IBM | 0.79% | $7.8M | 30,982 | 21.3 | $226.4B | Technology |
| 20 | LINDE PLC | LIN.DE | 0.77% | $7.6M | 15,477 | 33.1 | $195.9B | Basic Materials |
| 21 | MCDONALDS CORP | MCD | 0.74% | $7.3M | 23,604 | 26.0 | $222.4B | Consumer Cyclical |
| 22 | PEPSICO INC | PEP | 0.70% | $6.9M | 45,321 | 25.2 | $207.5B | Consumer Defensive |
| 23 | INTEL CORPORATION CORP | INTC | 0.70% | $6.9M | 149,793 | -858.1 | $235.7B | Technology |
| 24 | VERIZON COMMUNICATIONS INC | VZ | 0.70% | $6.9M | 139,753 | 12.4 | $212.4B | Communication Services |
| 25 | AMGEN INC | AMGN | 0.63% | $6.2M | 17,848 | 24.7 | $190.8B | Healthcare |
| 26 | MORGAN STANLEY | MS | 0.63% | $6.2M | 39,351 | 15.4 | $263.1B | Financial Services |
| 27 | SALESFORCE INC | CRM | 0.61% | $6.1M | 31,057 | 22.8 | $170.5B | Technology |
| 28 | WALT DISNEY | DIS | 0.59% | $5.9M | 59,166 | 14.0 | $170.2B | Communication Services |
| 29 | GILEAD SCIENCES INC | GILD | 0.59% | $5.8M | 41,122 | 20.2 | $171.6B | Healthcare |
| 30 | TJX INC | TJX | 0.58% | $5.7M | 36,800 | 32.7 | $177.8B | Consumer Cyclical |
| 31 | TEXAS INSTRUMENT INC | TXN | 0.57% | $5.7M | 30,112 | 35.8 | $179.2B | Technology |
| 32 | AMERICAN EXPRESS | AXP | 0.55% | $5.4M | 18,260 | 19.0 | $206.8B | Financial Services |
| 33 | CHARLES SCHWAB CORP | SCHW | 0.53% | $5.3M | 55,932 | 19.0 | $168.8B | Financial Services |
| 34 | ANALOG DEVICES INC | ADI | 0.51% | $5.0M | 16,230 | 58.2 | $157.2B | Technology |
| 35 | DEERE | DE | 0.49% | $4.8M | 8,516 | 32.5 | $156.1B | Industrials |
| 36 | BLACKROCK INC | BLK | 0.48% | $4.7M | 4,892 | 27.4 | $152.6B | Financial Services |
| 37 | WELLTOWER INC | WELL | 0.47% | $4.7M | 22,736 | 144.8 | $137.3B | Real Estate |
| 38 | EATON PLC | 0Y3K.L | 0.47% | $4.6M | 12,873 | 35.6 | $145.8B | Industrials |
| 39 | UNION PACIFIC CORP | UNP | 0.47% | $4.6M | 19,650 | 20.0 | $143.2B | Industrials |
| 40 | BOOKING HOLDINGS INC | BKNG | 0.46% | $4.6M | 1,068 | 25.4 | $136.6B | Consumer Cyclical |
| 41 | PALO ALTO NETWORKS INC | PANW | 0.46% | $4.5M | 26,765 | 83.1 | $104.4B | Technology |
| 42 | S&P GLOBAL INC | SPGI | 0.44% | $4.4M | 10,266 | 27.6 | $123.7B | Financial Services |
| 43 | LOWES COMPANIES INC | LOW | 0.43% | $4.3M | 18,622 | 19.8 | $132.5B | Consumer Cyclical |
| 44 | INTUIT INC | INTU | 0.43% | $4.2M | 9,223 | 27.4 | $118.8B | Technology |
| 45 | ACCENTURE PLC CLASS A | 0Y0Y.L | 0.42% | $4.1M | 20,376 | 15.4 | $121.9B | Technology |
| 46 | PROLOGIS REIT INC | PLD | 0.41% | $4.0M | 30,760 | 36.8 | $121.2B | Real Estate |
| 47 | DANAHER CORP | DHR | 0.41% | $4.0M | 21,071 | 36.6 | $132.3B | Healthcare |
| 48 | PROGRESSIVE CORP | PGR | 0.40% | $3.9M | 19,430 | 10.6 | $118.8B | Financial Services |
| 49 | BRISTOL MYERS SQUIBB | BMY | 0.40% | $3.9M | 67,413 | 17.1 | $120.0B | Healthcare |
| 50 | SERVICENOW INC | NOW | 0.39% | $3.9M | 34,369 | 61.3 | $107.8B | Technology |