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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$105.37 +1.25 (+1.20%)
As of 01/17/2025 03:55 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$69.79M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$294.74M
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SUSL Institutional Buying and Selling by Quarter

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
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%
12/26/2024JPMorgan 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%
11/14/2024Captrust Financial Advisors6,083$618K0.0%-3.7%0.059%
11/14/2024RPg Family Wealth Advisory LLC385$39K0.0%-99.5%0.004%
11/14/2024CreativeOne Wealth LLC4,649$472K0.0%+7.6%0.045%
11/13/2024FMR LLC341,156$34.63M0.0%+15.4%3.312%
11/12/2024Nwam LLC3,095$314K0.0%N/A0.030%
11/12/2024CFS Investment Advisory Services LLC17,704$1.80M0.2%+1.9%0.172%
11/6/2024OneDigital Investment Advisors LLC95,440$9.69M0.1%+12.2%0.927%
11/5/2024Aptus 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%
11/4/2024Mayflower Financial Advisors LLC3,823$388K0.1%+6.2%0.037%
10/31/2024Principal Financial Group Inc.99,958$10.15M0.0%+16.0%0.905%
10/31/2024Walkner Condon Financial Advisors LLC14,916$1.51M0.3%N/A0.135%
10/29/2024Farther Finance Advisors LLC16,275$1.65M0.1%-1.6%0.147%
10/28/2024United Asset Strategies Inc.4,390$446K0.0%-5.5%0.040%
10/28/2024US Bancorp DE2,100$213K0.0%+104.3%0.019%
10/25/2024Better Money Decisions LLC3,180$323K0.2%-19.8%0.029%
10/25/2024Strategic Blueprint LLC3,502$356K0.0%-2.9%0.032%
10/24/2024 Wealth Enhancement Advisory Services LLC231,145$23.47M0.1%+9.4%2.092%
10/24/2024PFG Investments LLC3,785$384K0.0%+13.3%0.034%
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10/23/2024Allworth Financial LP195,138$19.81M0.1%+0.1%1.766%
10/22/2024Private Advisor Group LLC8,203$833K0.0%+12.9%0.074%
10/22/2024 My Legacy Advisors LLC10,460$1.06M0.4%-25.3%0.095%
10/21/2024Sweeney & Michel LLC3,799$393K0.2%+3.0%0.034%
10/18/2024Stratos Wealth Advisors LLC4,173$424K0.0%+8.4%0.038%
10/17/2024 Sax Wealth Advisors LLC28,766$2.92M0.3%-0.8%0.260%
10/16/2024One Wealth Advisors LLC81,924$8.32M1.3%-0.5%0.741%
10/15/2024SWS Partners3,172$322K0.1%+6.7%0.029%
10/15/2024 Zhang Financial LLC11,435$1.16M0.1%N/A0.103%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC70,994$7.21M0.2%-14.0%0.642%
10/11/2024Creative Planning213,495$21.67M0.0%-0.3%1.932%
10/11/2024 Redhawk Wealth Advisors Inc.3,896$396K0.1%N/A0.035%
10/8/2024 Brookstone Capital Management22,467$2.28M0.0%+0.7%0.203%
10/8/2024Dynamic Advisor Solutions LLC3,035$308K0.0%N/A0.027%
10/8/2024 Omega Financial Group LLC20,991$2.13M0.8%-2.2%0.190%
10/8/2024 Affinity Capital Advisors LLC7,138$725K0.1%+66.9%0.065%
10/8/2024Mather Group LLC.17,261$1.75M0.0%-1.8%0.156%
10/7/2024Foster Group Inc.3,187$323K0.0%+4.9%0.029%
10/3/2024 Park Avenue Securities LLC8,254$838K0.0%-1.3%0.078%
9/5/2024Sanctuary Advisors LLC105,445$9.60M0.1%N/A0.990%
8/16/2024High Falls Advisors Inc2,680$261K0.1%-42.3%0.025%
8/16/2024Regal Investment Advisors LLC3,120$304K0.0%-4.2%0.029%
8/16/2024Northwestern Mutual Wealth Management Co.20,804$2.03M0.0%+13.2%0.195%
8/16/2024Silver Lake Advisory LLC7,189$700K0.1%N/A0.068%
8/16/2024Creative Planning214,157$20.87M0.0%-0.3%2.011%
8/16/2024Ascent Group LLC2,599$253K0.0%N/A0.024%
8/16/2024Clarity Asset Management Inc.1,279$125K0.1%N/A0.012%
8/15/2024 Affinity Capital Advisors LLC4,277$417K0.1%+12.2%0.040%
8/12/2024Mercer Global Advisors Inc. ADV739,624$71.79M0.2%+11.2%6.945%
8/12/2024RPg Family Wealth Advisory LLC72,006$7.02M2.3%-0.6%0.676%
8/10/2024Wealth Alliance5,970$582K0.1%-21.4%0.056%
8/8/2024Envestnet Asset Management Inc.672,387$65.51M0.0%+12.8%6.313%
8/7/2024PFG Investments LLC3,341$326K0.0%+8.4%0.031%
8/6/2024W Advisors LLC71,714$6.99M4.6%-1.6%0.673%
8/6/2024Bluestem Financial Advisors LLC38,818$3.78M1.9%-0.9%0.364%
8/5/2024Private Advisor Group LLC7,263$708K0.0%-13.5%0.068%
8/3/2024Mayflower Financial Advisors LLC3,601$351K0.0%-5.2%0.034%
8/2/2024Novare Capital Management LLC4,190$408K0.0%N/A0.040%
7/31/2024Aptus Capital Advisors LLC42,376$4.13M0.1%-0.3%0.400%
7/31/2024Farther Finance Advisors LLC16,545$1.61M0.1%+148.6%0.156%
7/31/2024Commonwealth Equity Services LLC57,669$5.62M0.0%+0.6%0.544%
7/31/2024Private Ocean LLC11,951$1.16M0.1%-5.2%0.113%
7/30/2024Values Added Financial LLC12,360$1.20M0.9%+16.5%0.117%
7/29/2024Principal Financial Group Inc.86,167$8.40M0.0%-29.8%0.813%
7/27/2024 HB Wealth Management LLC2,843$277K0.0%N/A0.027%
7/25/2024SNS Financial Group LLC12,847$1.25M0.1%+35.2%0.121%
7/24/2024 My Legacy Advisors LLC13,999$1.36M0.4%N/A0.132%
7/18/2024 Brookstone Capital Management22,305$2.21M0.0%-2.5%0.209%
7/18/2024Silver Lake Advisory LLC7,189$700K0.1%N/A0.068%
7/16/2024 Wealth Enhancement Advisory Services LLC211,358$20.59M0.0%-1.2%1.985%
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7/16/2024 Diversified Trust Co3,415$333K0.0%-5.3%0.032%
7/16/2024 Friedenthal Financial14,290$1.39M0.9%-9.8%0.134%
7/12/2024 Cypress Wealth Services LLC15,456$1.51M0.3%-8.7%0.145%
7/12/2024 Omega Financial Group LLC21,472$2.09M0.8%+2.4%0.202%
7/12/2024 True Link Financial Advisors LLC3,999$390K0.0%-32.5%0.038%
7/12/2024 Sax Wealth Advisors LLC28,997$2.83M0.3%N/A0.272%
7/12/2024 Cliftonlarsonallen Wealth Advisors LLC82,592$8.05M0.2%+11.7%0.776%
7/10/2024Sweeney & Michel LLC3,687$367K0.2%+6.0%0.035%
7/10/2024CWM LLC273$27K0.0%N/A0.003%
7/9/2024 Fragasso Financial Advisors Inc3,814$372K0.0%N/A0.036%
(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, 140 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 ($71.79M), Swiss RE Ltd. ($70.47M), Envestnet Asset Management Inc. ($65.51M), JPMorgan Chase & Co. ($58.27M), 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 121 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), JPMorgan Chase & Co. ($1.02M), Envestnet Asset Management Inc. ($681.08K), Swiss RE Ltd. ($653.50K), Mercer Global Advisors Inc. ADV ($333.61K), Principal Financial Group Inc. ($150.37K), and Sanctuary Advisors LLC ($105.45K).

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

Institutional investors have bought a total of 5,768,435 shares in the last 24 months. This purchase volume represents approximately $703.90M in transactions.

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

Of the 74 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. ($122.74K), RPg Family Wealth Advisory LLC ($72.03K), Creative Planning ($58.01K), True Link Financial Advisors LLC ($40.82K), and Principal Financial Group Inc. ($36.62K).

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

Institutional investors have sold a total of 3,790,850 shares in the last 24 months. This volume of shares sold represents approximately $376.23M in transactions.


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This page (NASDAQ:SUSL) was last updated on 1/21/2025 by MarketBeat.com Staff
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