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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$103.87 -1.89 (-1.79%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$103.85 -0.02 (-0.02%)
As of 02/21/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$86.98M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$194.57M
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Skip Chart & View Institutional Buying and Selling Data

SUSL Institutional Buying and Selling by Quarter

iShares ESG MSCI USA Leaders ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Royal Bank of Canada348,647$35.93M0.0%-0.8%3.632%
2/17/2025 Humankind Investments LLC4,105$424K0.1%N/A0.043%
2/17/2025 Ellevest Inc.110,771$11.41M0.7%+6.6%1.154%
2/17/2025 Cetera Investment Advisers5,289$545K0.0%+2.9%0.055%
2/17/2025 Captrust Financial Advisors4,847$499K0.0%-20.3%0.050%
2/17/2025 Citadel Advisors LLC9,002$928K0.0%+282.9%0.094%
2/17/2025 Bank of America Corp DE68,583$7.07M0.0%-3.8%0.714%
2/17/2025 Aptus Capital Advisors LLC43,526$4.49M0.0%-0.6%0.453%
2/14/2025 Mercer Global Advisors Inc. ADV853,156$87.91M0.2%+3.3%8.887%
2/14/2025 Integrated Wealth Concepts LLC45,199$4.66M0.1%-1.7%0.471%
2/14/2025 MGO One Seven LLC8,309$856K0.0%+3.5%0.087%
2/14/2025 Stifel Financial Corp7,916$816K0.0%-6.3%0.082%
2/14/2025 OneDigital Investment Advisors LLC84,139$8.67M0.1%-11.8%0.876%
2/14/2025 GeoWealth Management LLC135,106$13.92M0.5%-19.6%1.407%
2/13/2025 Regal Investment Advisors LLC3,064$316K0.0%-5.1%0.032%
2/13/2025 CreativeOne Wealth LLC3,558$367K0.0%-23.5%0.037%
2/13/2025 Raymond James Financial Inc.13,785$1.42M0.0%N/A0.144%
2/13/2025 Advisory Services Network LLC2,127$219K0.0%-6.5%0.022%
2/13/2025 Cerity Partners LLC3,974$409K0.0%+39.7%0.041%
2/13/2025 Envestnet Asset Management Inc.815,688$84.05M0.0%+5.5%8.497%
2/13/2025 Wells Fargo & Company MN11,939$1.23M0.0%-5.8%0.124%
2/12/2025 Martin Worley Group8,744$901K0.6%N/A0.091%
2/12/2025 O Shaughnessy Asset Management LLC5,358$552K0.0%+8,683.6%0.056%
2/12/2025 Pictet Asset Management Holding SA7,190$741K0.0%N/A0.075%
2/12/2025 JPMorgan Chase & Co.537,779$55.41M0.0%-6.3%5.602%
2/11/2025 LPL Financial LLC23,555$2.43M0.0%+1.6%0.245%
2/10/2025 Corient Private Wealth LLC24,967$2.57M0.0%-5.9%0.260%
2/10/2025 Commonwealth Equity Services LLC56,574$5.83M0.0%-0.3%0.589%
2/10/2025 EverSource Wealth Advisors LLC4,970$512K0.0%-2.7%0.052%
2/7/2025 AGF Management Ltd.4,500$464K0.0%-4.3%0.047%
2/7/2025 Retirement Capital Strategies18,807$1.94M0.7%-2.1%0.196%
2/7/2025 Independent Advisor Alliance27,208$2.80M0.0%N/A0.283%
2/7/2025 Ashton Thomas Private Wealth LLC15,864$1.64M0.1%N/A0.165%
2/6/2025 Raymond James Financial Inc.13,785$1.42M0.0%N/A0.144%
2/6/2025 Triad Wealth Partners LLC2,050$211K0.1%N/A0.021%
2/6/2025 Jones Financial Companies Lllp1,093$113K0.0%+383.6%0.011%
2/5/2025 US Bancorp DE1,028$106K0.0%-51.0%0.011%
2/5/2025 Veridan Wealth LLC3,856$400K0.2%N/A0.040%
2/4/2025 Wharton Business Group LLC3,875$399K0.0%-22.3%0.040%
2/4/2025 Wealthspire Advisors LLC11,988$1.24M0.0%-49.9%0.125%
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2/3/2025 Wealth Alliance6,601$680K0.1%+1.9%0.069%
2/3/2025 SNS Financial Group LLC11,029$1.14M0.1%-12.0%0.115%
2/3/2025 Private Advisor Group LLC8,704$897K0.0%+6.1%0.091%
1/31/2025 Sanctuary Advisors LLC86,980$9.15M0.1%-2.9%0.906%
1/31/2025 Principal Financial Group Inc.111,030$11.44M0.0%+11.1%1.157%
1/30/2025 Csenge Advisory Group9,619$991K0.1%-5.4%0.100%
1/30/2025 Allworth Financial LP186,617$20.05M0.1%-4.4%1.944%
1/30/2025 Bluestem Financial Advisors LLC51,847$5.34M2.5%+2.7%0.540%
1/30/2025 Walkner Condon Financial Advisors LLC17,919$1.85M0.4%+20.1%0.187%
1/30/2025 Values Added Financial LLC15,119$1.56M0.9%+22.2%0.157%
1/29/2025 Vested Financial Planning LLC5,169$533K0.5%N/A0.054%
1/28/2025 Keystone Financial Group Inc.525$54K0.0%N/A0.005%
1/27/2025 GHP Investment Advisors Inc.320$33K0.0%-44.3%0.003%
1/27/2025 Robertson Stephens Wealth Management LLC60,052$6.19M0.2%+59.0%0.626%
1/27/2025 Stratos Wealth Advisors LLC4,500$464K0.0%+7.8%0.047%
1/27/2025 Stratos Wealth Partners LTD.9,121$940K0.0%+17.6%0.095%
1/24/2025 One Wealth Advisors LLC82,052$8.46M1.3%+0.2%0.855%
1/24/2025 Better Money Decisions LLC2,797$288K0.2%-12.0%0.029%
1/23/2025 Strategic Blueprint LLC3,306$341K0.0%-5.6%0.034%
1/22/2025 W Advisors LLC70,263$7.24M4.5%-2.0%0.732%
1/22/2025 United Asset Strategies Inc.4,264$439K0.0%-2.9%0.044%
1/22/2025 Kingswood Wealth Advisors LLC3,858$398K0.0%N/A0.040%
1/22/2025 PFG Investments LLC4,059$418K0.0%+7.2%0.042%
1/21/2025 Novare Capital Management LLC4,090$421K0.0%-2.4%0.043%
1/21/2025 CFS Investment Advisory Services LLC17,152$1.77M0.2%-3.1%0.179%
1/16/2025 My Legacy Advisors LLC9,946$1.04M0.4%-4.9%0.104%
1/15/2025 Orgel Wealth Management LLC11,570$1.19M0.0%-1.6%0.121%
1/15/2025 HB Wealth Management LLC3,094$319K0.0%-4.4%0.032%
1/15/2025 Sax Wealth Advisors LLC28,196$2.91M0.2%-2.0%0.294%
1/15/2025 First Pacific Financial1,680$173K0.0%+180.0%0.018%
1/15/2025 Omega Financial Group LLC20,468$2.11M0.8%-2.5%0.213%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC71,585$7.38M0.1%+0.8%0.746%
1/14/2025 Bank of Italy1,653,185$170.34M8.5%-48.4%17.221%
1/14/2025 Park Avenue Securities LLC6,848$706K0.0%-17.0%0.071%
1/13/2025 Horizon Wealth Management LLC2,629$271K0.0%+16.9%0.027%
1/10/2025 Wealth Enhancement Advisory Services LLC231,279$23.48M0.0%+0.1%2.409%
1/6/2025 Ridgeline Wealth LLC3,350$345K0.3%N/A0.035%
12/30/2024SK Wealth Management LLC34,373$3.60M1.4%N/A0.334%
12/26/2024 JPMorgan Chase & Co.573,974$58.27M0.0%-5.5%5.573%
12/19/2024 Principal Financial Group Inc.99,958$10.15M0.0%+16.0%0.970%
11/25/2024 Sanctuary Advisors LLC89,586$9.48M0.1%-15.0%0.870%
11/18/2024 Sunbelt Securities Inc.1,464$149K0.0%N/A0.014%
11/15/2024 High Falls Advisors Inc3,100$315K0.1%+15.7%0.030%
11/15/2024 Jane Street Group LLC4,329$439K0.0%N/A0.042%
11/15/2024 Stifel Financial Corp8,446$857K0.0%+111.8%0.082%
11/15/2024 HighTower Advisors LLC2,157$219K0.0%N/A0.021%
11/14/2024 Captrust Financial Advisors6,083$618K0.0%-3.7%0.059%
11/14/2024 RPg Family Wealth Advisory LLC385$39K0.0%-99.5%0.004%
11/14/2024 CreativeOne Wealth LLC4,649$472K0.0%+7.6%0.045%
11/13/2024 FMR LLC341,156$34.63M0.0%+15.4%3.312%
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11/12/2024 Nwam LLC3,095$314K0.0%N/A0.030%
11/12/2024 CFS Investment Advisory Services LLC17,704$1.80M0.2%+1.9%0.172%
11/6/2024 OneDigital Investment Advisors LLC95,440$9.69M0.1%+12.2%0.927%
11/5/2024 Aptus Capital Advisors LLC43,796$4.45M0.1%+3.4%0.425%
11/4/2024 Bond & Devick Financial Network Inc.9,728$988K0.4%N/A0.094%
11/4/2024 Mayflower Financial Advisors LLC3,823$388K0.1%+6.2%0.037%
10/31/2024 Principal Financial Group Inc.99,958$10.15M0.0%+16.0%0.905%
10/31/2024 Walkner Condon Financial Advisors LLC14,916$1.51M0.3%N/A0.135%
10/29/2024 Farther Finance Advisors LLC16,275$1.65M0.1%-1.6%0.147%
10/28/2024 United Asset Strategies Inc.4,390$446K0.0%-5.5%0.040%
(Data available from 1/1/2016 forward)

SUSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSL shares?

During the previous two years, 154 institutional investors and hedge funds held shares of iShares ESG MSCI USA Leaders ETF. The most heavily invested institutionals were Ilmarinen Mutual Pension Insurance Co ($2.00B), Bank of Italy ($170.34M), Mercer Global Advisors Inc. ADV ($87.91M), Envestnet Asset Management Inc. ($84.05M), JPMorgan Chase & Co. ($55.41M), Royal Bank of Canada ($35.93M), and FMR LLC ($34.63M).Learn more on SUSL's institutional investors.

Which institutional investors have been buying iShares ESG MSCI USA Leaders ETF stock?

Of the 126 institutional investors that purchased iShares ESG MSCI USA Leaders ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ilmarinen Mutual Pension Insurance Co ($1.49M), Envestnet Asset Management Inc. ($303.77K), Mercer Global Advisors Inc. ADV ($303.20K), Principal Financial Group Inc. ($161.44K), Sanctuary Advisors LLC ($105.45K), Allworth Financial LP ($95.79K), and FMR LLC ($94.75K).

How much institutional buying is happening at iShares ESG MSCI USA Leaders ETF?

Institutional investors have bought a total of 3,626,108 shares in the last 24 months. This purchase volume represents approximately $412.67M in transactions.

Which iShares ESG MSCI USA Leaders ETF major shareholders have been selling company stock?

Of the 85 institutional investors that sold iShares ESG MSCI USA Leaders ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Italy ($2.88M), Envestnet Asset Management Inc. ($309.54K), JPMorgan Chase & Co. ($158.94K), RPg Family Wealth Advisory LLC ($72.03K), Principal Financial Group Inc. ($36.62K), GeoWealth Management LLC ($32.92K), and True Link Financial Advisors LLC ($31.32K).

How much institutional selling is happening at iShares ESG MSCI USA Leaders ETF?

Institutional investors have sold a total of 3,831,667 shares in the last 24 months. This volume of shares sold represents approximately $377.99M in transactions.



This page (NASDAQ:SUSL) was last updated on 2/22/2025 by MarketBeat.com Staff
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