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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$93.06 -0.23 (-0.25%)
Closing price 04:00 PM Eastern
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$93.13 +0.07 (+0.08%)
As of 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$89.33M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$194.98M
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SUSL Institutional Buying and Selling by Quarter

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iShares ESG MSCI USA Leaders ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025My Legacy Advisors LLC9,296$891K0.3%-6.5%0.106%
4/15/2025Orgel Wealth Management LLC13,256$1.27M0.0%+14.6%0.151%
4/15/2025Wealthcare Advisory Partners LLC6,752$647K0.0%+21.5%0.077%
4/14/2025 Farther Finance Advisors LLC15,149$1.46M0.0%-6.9%0.172%
4/11/2025 Ridgeline Wealth LLC2,866$275K0.2%-14.4%0.032%
4/10/2025 Cypress Wealth Services LLC13,590$1.30M0.3%-12.0%0.151%
4/10/2025 Firethorn Wealth Partners LLC4,211$403K0.2%-9.3%0.047%
4/9/2025 Sweeney & Michel LLC3,771$361K0.1%N/A0.042%
4/9/2025 Fragasso Financial Advisors Inc4,209$403K0.0%+10.4%0.047%
4/9/2025 Bond & Devick Financial Network Inc.12,550$1.20M0.4%+29.0%0.139%
3/27/2025Milestone Asset Management Group LLC2,244$231K0.2%N/A0.023%
3/17/2025Wealth Enhancement Advisory Services LLC234,266$24.14M0.0%+1.4%2.440%
3/3/2025SK Wealth Management LLC42,109$4.34M2.2%+22.5%0.439%
2/25/2025Armis Advisers LLC2,555$263K0.0%N/A0.027%
2/17/2025Royal Bank of Canada348,647$35.93M0.0%-0.8%3.632%
2/17/2025Humankind Investments LLC4,105$424K0.1%N/A0.043%
2/17/2025Ellevest Inc.110,771$11.41M0.7%+6.6%1.154%
2/17/2025Cetera Investment Advisers5,289$545K0.0%+2.9%0.055%
2/17/2025Captrust Financial Advisors4,847$499K0.0%-20.3%0.050%
2/17/2025Citadel Advisors LLC9,002$928K0.0%+282.9%0.094%
2/17/2025Bank of America Corp DE68,583$7.07M0.0%-3.8%0.714%
2/17/2025Aptus Capital Advisors LLC43,526$4.49M0.0%-0.6%0.453%
2/14/2025Mercer Global Advisors Inc. ADV853,156$87.91M0.2%+3.3%8.887%
2/14/2025Integrated Wealth Concepts LLC45,199$4.66M0.1%-1.7%0.471%
2/14/2025MGO One Seven LLC8,309$856K0.0%+3.5%0.087%
2/14/2025Stifel Financial Corp7,916$816K0.0%-6.3%0.082%
2/14/2025OneDigital Investment Advisors LLC84,139$8.67M0.1%-11.8%0.876%
2/14/2025GeoWealth Management LLC135,106$13.92M0.5%-19.6%1.407%
2/13/2025Regal Investment Advisors LLC3,064$316K0.0%-5.1%0.032%
2/13/2025CreativeOne Wealth LLC3,558$367K0.0%-23.5%0.037%
2/13/2025Raymond James Financial Inc.13,785$1.42M0.0%N/A0.144%
2/13/2025Advisory Services Network LLC2,127$219K0.0%-6.5%0.022%
2/13/2025Cerity Partners LLC3,974$409K0.0%+39.7%0.041%
2/13/2025Envestnet Asset Management Inc.815,688$84.05M0.0%+5.5%8.497%
2/13/2025Wells Fargo & Company MN11,939$1.23M0.0%-5.8%0.124%
2/12/2025Martin Worley Group8,744$901K0.6%N/A0.091%
2/12/2025O Shaughnessy Asset Management LLC5,358$552K0.0%+8,683.6%0.056%
2/12/2025Pictet Asset Management Holding SA7,190$741K0.0%N/A0.075%
2/12/2025JPMorgan Chase & Co.537,779$55.41M0.0%-6.3%5.602%
2/11/2025LPL Financial LLC23,555$2.43M0.0%+1.6%0.245%
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2/10/2025Corient Private Wealth LLC24,967$2.57M0.0%-5.9%0.260%
2/10/2025Commonwealth Equity Services LLC56,574$5.83M0.0%-0.3%0.589%
2/10/2025EverSource Wealth Advisors LLC4,970$512K0.0%-2.7%0.052%
2/7/2025AGF Management Ltd.4,500$464K0.0%-4.3%0.047%
2/7/2025Retirement Capital Strategies18,807$1.94M0.7%-2.1%0.196%
2/7/2025Independent Advisor Alliance27,208$2.80M0.0%N/A0.283%
2/7/2025Ashton Thomas Private Wealth LLC15,864$1.64M0.1%N/A0.165%
2/6/2025Raymond James Financial Inc.13,785$1.42M0.0%N/A0.144%
2/6/2025Triad Wealth Partners LLC2,050$211K0.1%N/A0.021%
2/6/2025Jones Financial Companies Lllp1,093$113K0.0%+383.6%0.011%
2/5/2025US Bancorp DE1,028$106K0.0%-51.0%0.011%
2/5/2025Veridan Wealth LLC3,856$400K0.2%N/A0.040%
2/4/2025Wharton Business Group LLC3,875$399K0.0%-22.3%0.040%
2/4/2025Wealthspire Advisors LLC11,988$1.24M0.0%-49.9%0.125%
2/3/2025Wealth Alliance6,601$680K0.1%+1.9%0.069%
2/3/2025SNS Financial Group LLC11,029$1.14M0.1%-12.0%0.115%
2/3/2025Private Advisor Group LLC8,704$897K0.0%+6.1%0.091%
1/31/2025Sanctuary Advisors LLC86,980$9.15M0.1%-2.9%0.906%
1/31/2025Principal Financial Group Inc.111,030$11.44M0.0%+11.1%1.157%
1/30/2025Csenge Advisory Group9,619$991K0.1%-5.4%0.100%
1/30/2025Allworth Financial LP186,617$20.05M0.1%-4.4%1.944%
1/30/2025Bluestem Financial Advisors LLC51,847$5.34M2.5%+2.7%0.540%
1/30/2025Walkner Condon Financial Advisors LLC17,919$1.85M0.4%+20.1%0.187%
1/30/2025Values Added Financial LLC15,119$1.56M0.9%+22.2%0.157%
1/29/2025Vested Financial Planning LLC5,169$533K0.5%N/A0.054%
1/28/2025Keystone Financial Group Inc.525$54K0.0%N/A0.005%
1/27/2025GHP Investment Advisors Inc.320$33K0.0%-44.3%0.003%
1/27/2025Robertson Stephens Wealth Management LLC60,052$6.19M0.2%+59.0%0.626%
1/27/2025Stratos Wealth Advisors LLC4,500$464K0.0%+7.8%0.047%
1/27/2025Stratos Wealth Partners LTD.9,121$940K0.0%+17.6%0.095%
1/24/2025One 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%
1/23/2025Strategic Blueprint LLC3,306$341K0.0%-5.6%0.034%
1/22/2025W Advisors LLC70,263$7.24M4.5%-2.0%0.732%
1/22/2025United Asset Strategies Inc.4,264$439K0.0%-2.9%0.044%
1/22/2025Kingswood Wealth Advisors LLC3,858$398K0.0%N/A0.040%
1/22/2025PFG Investments LLC4,059$418K0.0%+7.2%0.042%
1/21/2025Novare Capital Management LLC4,090$421K0.0%-2.4%0.043%
1/21/2025CFS Investment Advisory Services LLC17,152$1.77M0.2%-3.1%0.179%
1/16/2025My Legacy Advisors LLC9,946$1.04M0.4%-4.9%0.104%
1/15/2025Orgel Wealth Management LLC11,570$1.19M0.0%-1.6%0.121%
1/15/2025HB Wealth Management LLC3,094$319K0.0%-4.4%0.032%
1/15/2025Sax Wealth Advisors LLC28,196$2.91M0.2%-2.0%0.294%
1/15/2025First Pacific Financial1,680$173K0.0%+180.0%0.018%
1/15/2025Omega Financial Group LLC20,468$2.11M0.8%-2.5%0.213%
1/14/2025Cliftonlarsonallen Wealth Advisors LLC71,585$7.38M0.1%+0.8%0.746%
1/14/2025Bank 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%
1/10/2025Wealth Enhancement Advisory Services LLC231,279$23.48M0.0%+0.1%2.409%
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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%
12/26/2024JPMorgan Chase & Co.573,974$58.27M0.0%-5.5%5.573%
12/19/2024Principal Financial Group Inc.99,958$10.15M0.0%+16.0%0.970%
11/25/2024Sanctuary Advisors LLC89,586$9.48M0.1%-15.0%0.870%
11/18/2024Sunbelt Securities Inc.1,464$149K0.0%N/A0.014%
11/15/2024High Falls Advisors Inc3,100$315K0.1%+15.7%0.030%
11/15/2024Jane Street Group LLC4,329$439K0.0%N/A0.042%
11/15/2024Stifel Financial Corp8,446$857K0.0%+111.8%0.082%
11/15/2024HighTower Advisors LLC2,157$219K0.0%N/A0.021%
(Data available from 1/1/2016 forward)

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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 3,630,865 shares in the last 24 months. This purchase volume represents approximately $412.30M in transactions.

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

Of the 86 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 3,825,701 shares in the last 24 months. This volume of shares sold represents approximately $376.92M in transactions.


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This page (NASDAQ:SUSL) was last updated on 4/15/2025 by MarketBeat.com Staff
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