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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$110.49 -0.13 (-0.12%)
As of 04/15/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Number of
Institutional Buyers
(last 12 months)
221
Total
Institutional Inflows
(last 12 months)
$385.36M
Number of
Institutional Sellers
(last 12 months)
208
Total
Institutional Outflows
(last 12 months)
$151.09M
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SUSA Institutional Buying and Selling by Quarter

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iShares MSCI USA ESG Select ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Fifth Third Bancorp3,260$374K0.0%+65.2%0.011%
4/15/2025Ulland Investment Advisors LLC3,880$446K0.4%-56.3%0.013%
4/15/2025Transform Wealth LLC2,883$331K0.0%-5.6%0.010%
4/15/2025CX Institutional232$27K0.0%N/A0.001%
4/15/2025Parsons Capital Management Inc. RI5,646$649K0.0%-5.0%0.019%
4/15/2025Shira Ridge Wealth Management287,478$33.02M16.5%+9.0%0.963%
4/14/2025 Farther Finance Advisors LLC8,641$996K0.0%+1,176.4%0.029%
4/14/2025 SOA Wealth Advisors LLC.13,085$1.50M0.2%-74.6%0.044%
4/14/2025 Flagship Private Wealth LLC2,368$272K0.1%-10.1%0.008%
4/14/2025 Bank of New Hampshire5,990$688K0.2%-29.2%0.020%
4/14/2025 Miracle Mile Advisors LLC21,979$2.53M0.1%-2.4%0.074%
4/14/2025 Charter Oak Capital Management LLC76,390$8.78M0.8%+1.2%0.256%
4/11/2025 McNamara Financial Services Inc.2,908$334K0.1%-4.2%0.010%
4/9/2025 Flagstar Advisors Inc.2,479$285K0.1%-4.7%0.008%
4/9/2025 NBC Securities Inc.410$47K0.0%N/A0.001%
4/9/2025 SigFig Wealth Management LLC1,886$215K0.0%N/A0.006%
4/9/2025 Bond & Devick Financial Network Inc.11,873$1.36M0.5%-2.6%0.040%
4/9/2025 Mechanics Bank Trust Department3,600$414K0.1%-14.7%0.012%
4/8/2025 Winthrop Advisory Group LLC12,766$1.47M0.2%-4.1%0.043%
4/7/2025 Tompkins Financial Corp48,549$5.58M0.5%-51.0%0.163%
4/4/2025 Quent Capital LLC97,468$11.20M1.2%+4.4%0.327%
3/17/2025Wealth Enhancement Advisory Services LLC101,212$12.31M0.0%+20.4%0.335%
3/6/2025Wood Tarver Financial Group LLC1,989$241K0.1%N/A0.007%
3/3/2025SK Wealth Management LLC6,580$800K0.4%+23.0%0.022%
2/28/2025BridgePort Financial Solutions LLC2,941$354K0.2%N/A0.010%
2/25/2025Garde Capital Inc.37,497$4.56M0.3%-29.8%0.124%
2/19/2025Richmond Investment Services LLC2,327$283K0.2%N/A0.007%
2/18/2025Nepc LLC7,771$945K0.0%+56.9%0.025%
2/17/2025Waverly Advisors LLC5,204$633K0.0%+16.2%0.016%
2/17/2025Royal Bank of Canada582,503$70.83M0.0%+0.6%1.840%
2/17/2025NorthRock Partners LLC17,520$2.13M0.1%+445.5%0.055%
2/17/2025MJP Associates Inc. ADV2,761$336K0.1%-9.1%0.009%
2/17/2025Focus Partners Wealth19,877$2.42M0.0%-21.1%0.063%
2/17/2025Ellevest Inc.233,514$28.38M1.6%-0.4%0.738%
2/17/2025Fairview Capital Investment Management LLC2,870$349K0.0%-6.5%0.009%
2/17/2025Deutsche Bank AG384,850$46.79M0.0%+0.4%1.216%
2/17/2025EP Wealth Advisors LLC4,999$608K0.0%+4.1%0.016%
2/17/2025Cetera Investment Advisers53,810$6.54M0.0%+3.0%0.170%
2/17/2025Citadel Advisors LLC2,636$321K0.0%+6.6%0.008%
2/17/2025Baird Financial Group Inc.150,501$18.30M0.0%+3.4%0.476%
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2/17/2025Baker Avenue Asset Management LP14,704$1.79M0.1%-1.4%0.046%
2/17/2025Bank of America Corp DE1,487,429$180.86M0.0%-0.4%4.700%
2/17/2025Ameriprise Financial Inc.785,643$95.53M0.0%-3.3%2.482%
2/17/2025Aptus Capital Advisors LLC11,821$1.44M0.0%-2.3%0.037%
2/14/2025Mercer Global Advisors Inc. ADV58,037$7.06M0.0%+135.8%0.183%
2/14/2025Comerica Bank5,603$681K0.0%-10.1%0.018%
2/14/2025Parkshore Wealth Management Inc.1,689$205K0.1%N/A0.005%
2/14/2025Beacon Pointe Advisors LLC8,127$988K0.0%-6.2%0.026%
2/14/2025Gerber Kawasaki Wealth & Investment Management9,288$1.13M0.0%-3.9%0.029%
2/14/2025Two Sigma Securities LLC3,562$433K0.1%+50.9%0.011%
2/14/2025Integrated Wealth Concepts LLC13,419$1.63M0.0%-1.0%0.042%
2/14/2025MGO One Seven LLC9,044$1.10M0.0%-4.8%0.029%
2/14/2025Susquehanna International Group LLP24,098$2.93M0.0%-0.5%0.076%
2/14/2025Stifel Financial Corp31,801$3.87M0.0%-4.3%0.100%
2/14/2025OneDigital Investment Advisors LLC28,217$3.43M0.0%+2.6%0.089%
2/14/2025Tradition Wealth Management LLC2,861$348K0.0%-13.7%0.009%
2/14/2025Transce3nd LLC336$41K0.0%N/A0.001%
2/14/2025MML Investors Services LLC46,535$5.66M0.0%-18.7%0.147%
2/14/2025Frederick Financial Consultants LLC2,074$252K0.2%N/A0.007%
2/14/2025Balanced Rock Investment Advisors LLC7,964$968K0.8%-1.6%0.025%
2/13/2025NewEdge Advisors LLC51,324$6.24M0.0%+9.7%0.162%
2/13/2025Evergreen Capital Management LLC14,401$1.75M0.1%-0.9%0.046%
2/13/2025Acorns Advisers LLC372,814$45.33M0.4%+0.6%1.178%
2/13/2025United Capital Financial Advisors LLC3,566$434K0.0%N/A0.011%
2/13/2025Mariner LLC162,083$19.71M0.0%+4.6%0.512%
2/13/2025SageView Advisory Group LLC45,653$5.55M0.2%-0.9%0.144%
2/13/2025Granite Investment Partners LLC21,897$2.66M0.1%N/A0.069%
2/13/2025Crux Wealth Advisors31,286$3.80M2.1%N/A0.099%
2/13/2025Rockefeller Capital Management L.P.15,396$1.87M0.0%+44.6%0.049%
2/13/2025Integrity Financial Corp WA308$37K0.0%N/A0.001%
2/13/2025First Foundation Advisors10,540$1.28M0.0%+12.0%0.033%
2/13/2025Accredited Investors Inc.59,968$7.29M0.4%-3.2%0.189%
2/13/2025Kraft Davis & Associates LLC5,467$677K0.2%+3.5%0.017%
2/13/2025Raymond James Financial Inc.368,019$44.75M0.0%N/A1.163%
2/13/2025Advisory Services Network LLC66,989$8.15M0.2%+93.5%0.212%
2/13/2025Renaissance Technologies LLC13,200$1.61M0.0%+106.3%0.042%
2/13/2025Rollins Financial Advisors LLC6,951$845K0.1%-2.3%0.022%
2/13/2025Bank of Montreal Can52,009$6.32M0.0%+0.6%0.164%
2/13/2025Cerity Partners LLC28,947$3.52M0.0%-3.5%0.091%
2/13/2025Envestnet Asset Management Inc.254,936$31.00M0.0%+7.4%0.805%
2/13/2025Perennial Investment Advisors LLC1,727$210K0.0%N/A0.005%
2/13/2025Pilgrim Partners Asia Pte Ltd5,600$681K0.6%N/A0.018%
2/13/2025Wells Fargo & Company MN385,755$46.90M0.0%-2.7%1.219%
2/12/2025Wescott Financial Advisory Group LLC11,870$1.44M0.1%+7.8%0.038%
2/12/2025Arete Wealth Advisors LLC1,804$220K0.0%-8.2%0.006%
2/12/2025World Investment Advisors186,336$22.66M0.6%-5.6%0.589%
2/12/2025Franklin Resources Inc.12,396$1.51M0.0%+3.1%0.039%
2/12/2025O Shaughnessy Asset Management LLC8,798$1.07M0.0%+21,895.0%0.028%
2/12/2025Fund Evaluation Group LLC142,644$17.34M0.8%-7.2%0.451%
2/12/2025Aufman Associates Inc2,605$317K0.2%N/A0.008%
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2/12/2025Orion Portfolio Solutions LLC3,840$467K0.0%N/A0.012%
2/12/2025Blair William & Co. IL23,296$2.83M0.0%-1.0%0.074%
2/12/2025Moment Partners LLC8,369$1.02M0.2%N/A0.026%
2/12/2025JPMorgan Chase & Co.1,611,260$195.91M0.0%+1.2%5.091%
2/12/2025Financial Counselors Inc.7,623$927K0.0%+73.6%0.024%
2/11/2025LPL Financial LLC310,078$37.70M0.0%-2.0%0.980%
2/11/2025Millstone Evans Group LLC876$107K0.1%N/A0.003%
2/11/2025Financial Network Wealth Management LLC33,120$4.03M1.4%-2.0%0.105%
2/11/2025Whittier Trust Co. of Nevada Inc.21,389$2.60M0.1%-6.8%0.068%
2/11/2025Trillium Asset Management LLC3,870$471K0.0%-15.5%0.012%
(Data available from 1/1/2016 forward)

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SUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSA shares?

During the previous two years, 460 institutional investors and hedge funds held shares of iShares MSCI USA ESG Select ETF. The most heavily invested institutionals were Varma Mutual Pension Insurance Co ($684.22M), JPMorgan Chase & Co. ($195.91M), Bank of America Corp DE ($180.86M), PNC Financial Services Group Inc. ($122.07M), Ameriprise Financial Inc. ($95.53M), Spinnaker Trust ($75.82M), and Royal Bank of Canada ($70.83M).Learn more on SUSA's institutional investors.

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

Of the 355 institutional investors that purchased iShares MSCI USA ESG Select ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($13.45M), Varma Mutual Pension Insurance Co ($5.25M), Raymond James Financial Inc. ($736.04K), Accredited Investors Inc. ($731.04K), World Investment Advisors LLC ($390.63K), Raymond James & Associates ($260.41K), and Fund Evaluation Group LLC ($171.64K).

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

Institutional investors have bought a total of 24,026,871 shares in the last 24 months. This purchase volume represents approximately $2.32B in transactions.

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

Of the 287 institutional investors that sold iShares MSCI USA ESG Select ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($284.16K), Money Design Co. Ltd. ($277.39K), Spinnaker Trust ($203.22K), PNC Financial Services Group Inc. ($201.92K), Raymond James Financial Services Advisors Inc. ($156.13K), Stratos Wealth Partners LTD. ($115.70K), and Garde Capital Inc. ($111.74K).

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

Institutional investors have sold a total of 2,797,161 shares in the last 24 months. This volume of shares sold represents approximately $287.56M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 4/16/2025 by MarketBeat.com Staff
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