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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$124.26 +1.26 (+1.02%)
(As of 01:21 PM ET)
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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)
197
Total
Institutional Inflows
(last 12 months)
$261.24M
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$126.52M
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SUSA Institutional Buying and Selling by Quarter

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
11/20/2024Westside Investment Management Inc.8,166$983K0.2%-9.3%0.026%
11/19/2024 M&T Bank Corp512,136$61.65M0.2%+0.7%1.618%
11/18/2024 Arete Wealth Advisors LLC1,966$235K0.0%-14.6%0.006%
11/18/2024Nepc LLC4,953$596K0.0%+3.6%0.016%
11/15/2024 M&T Bank Corp512,136$61.65M0.2%+0.7%1.618%
11/15/2024 World Investment Advisors LLC197,289$23.75M0.1%+9,889.3%0.623%
11/15/2024 Jane Street Group LLC16,723$2.01M0.0%+140.0%0.053%
11/15/2024 Stifel Financial Corp33,218$4.00M0.0%-4.9%0.105%
11/15/2024 SageView Advisory Group LLC46,079$5.55M0.3%-4.5%0.146%
11/15/2024 IHT Wealth Management LLC1,918$230K0.0%N/A0.006%
11/15/2024 Integrated Wealth Concepts LLC13,554$1.63M0.0%-3.2%0.043%
11/15/2024 HighTower Advisors LLC102,403$12.32M0.0%-4.9%0.324%
11/15/2024 Arrowroot Family Office LLC3,424$412K0.2%-3.4%0.011%
11/14/2024 Cobblestone Capital Advisors LLC NY35,398$4.26M0.2%+11.8%0.112%
11/14/2024 Captrust Financial Advisors15,381$1.85M0.0%+20.9%0.049%
11/14/2024 Rockefeller Capital Management L.P.10,647$1.28M0.0%N/A0.034%
11/14/2024 Fiduciary Trust Co1,735$209K0.0%N/A0.005%
11/14/2024 Bell Investment Advisors Inc932$112K0.0%-12.2%0.003%
11/14/2024 CreativeOne Wealth LLC1,918$231K0.0%N/A0.006%
11/13/2024 FMR LLC5,388$649K0.0%+1.7%0.017%
11/13/2024 D.A. Davidson & CO.56,800$6.84M0.1%-41.6%0.179%
11/13/2024 Bank of Montreal Can51,721$6.20M0.0%+8.3%0.163%
11/12/2024 Wescott Financial Advisory Group LLC11,009$1.33M0.1%-1.3%0.035%
11/12/2024 Kingsview Wealth Management LLC35,698$4.30M0.1%+29.8%0.113%
11/12/2024 Cerity Partners LLC29,998$3.61M0.0%+2.2%0.095%
11/12/2024 Flagstar Advisors Inc.2,658$320K0.1%-9.8%0.008%
11/12/2024 Integrated Investment Consultants LLC9,977$1.20M0.0%+5.4%0.032%
11/8/2024 Kraft Davis & Associates LLC5,280$626K0.2%-4.5%0.017%
11/8/2024 PNC Financial Services Group Inc.998,976$120.25M0.1%-0.2%3.156%
11/7/2024 Pathstone Holdings LLC30,437$3.66M0.0%+4.8%0.096%
11/7/2024 MAI Capital Management5,609$675K0.0%-4.1%0.018%
11/7/2024 Thrivent Financial for Lutherans5,523$665K0.0%-4.4%0.017%
11/6/2024 Accredited Investors Inc.61,920$7.45M0.4%+1.8%0.196%
11/6/2024 Destiny Capital Corp CO8,050$955K0.6%-22.3%0.025%
11/6/2024 CIBC Asset Management Inc4,225$509K0.0%-12.9%0.013%
11/6/2024 OneDigital Investment Advisors LLC27,507$3.31M0.0%+72.9%0.087%
11/6/2024 Bell Bank5,271$634K0.1%-6.1%0.017%
11/5/2024 Accredited Investors Inc.776,554$90.83M2.3%+1,177.0%2.454%
11/5/2024 GSA Capital Partners LLP2,969$357K0.0%-19.1%0.009%
11/5/2024 Harbour Investments Inc.1,584$191K0.0%-80.8%0.005%
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11/5/2024 Fountainhead AM LLC12,033$1.45M0.3%+2.0%0.038%
11/4/2024 Bond & Devick Financial Network Inc.12,190$1.47M0.6%-2.3%0.039%
11/4/2024 Kennebec Savings Bank2,198$265K0.3%N/A0.007%
11/4/2024 Baker Avenue Asset Management LP14,907$1.79M0.1%-17.6%0.047%
11/4/2024 Sigma Planning Corp5,090$613K0.0%-8.5%0.016%
11/1/2024 First Personal Financial Services3,316$399K0.1%-7.0%0.010%
11/1/2024 Tompkins Financial Corp101,138$12.17M1.2%+23.6%0.320%
11/1/2024 Winthrop Advisory Group LLC14,113$1.70M0.2%-3.1%0.045%
10/31/2024 Consolidated Planning Corp17,816$2.14M0.3%-0.9%0.056%
10/31/2024 Financial Services Advisory Inc15,470$1.86M0.5%-2.4%0.049%
10/31/2024 JNBA Financial Advisors6,891$829K0.1%-15.5%0.022%
10/31/2024 Smart Portfolios LLC7,280$876K0.9%-1.8%0.023%
10/31/2024 Spinnaker Trust629,088$75.72M4.7%-10.2%1.988%
10/30/2024 Milestone Investment Advisors LLC15,007$1.81M0.5%-2.2%0.047%
10/30/2024 Long Run Wealth Advisors LLC33,897$4.08M1.0%-1.7%0.107%
10/30/2024 NorthRock Partners LLC3,212$387K0.0%-10.2%0.010%
10/30/2024 Ameritas Advisory Services LLC47,521$5.72M0.2%+448.1%0.150%
10/29/2024 IAG Wealth Partners LLC1,963$236K0.0%-5.1%0.006%
10/29/2024 Bear Mountain Capital Inc.36,909$4.47M1.8%-1.6%0.117%
10/29/2024 Janney Montgomery Scott LLC49,710$5.98M0.0%-2.9%0.157%
10/29/2024 New Covenant Trust Company N.A.17,147$2.06M2.0%-0.8%0.054%
10/29/2024 Chicago Partners Investment Group LLC14,443$1.73M0.1%-0.9%0.046%
10/29/2024 Farther Finance Advisors LLC723$87K0.0%+39.6%0.002%
10/28/2024 Shepherd Financial Partners LLC28,011$3.37M0.4%-5.3%0.089%
10/28/2024 Reston Wealth Management LLC653$79K0.0%N/A0.002%
10/28/2024 US Bancorp DE170,028$20.47M0.0%-5.8%0.537%
10/28/2024 HM Payson & Co.82,391$9.92M0.2%-0.7%0.260%
10/25/2024 Pinnacle Associates Ltd.3,579$431K0.0%-6.0%0.011%
10/24/2024 Sound Stewardship LLC10,296$1.24M0.7%-2.8%0.033%
10/24/2024 Pointe Capital Management LLC1,752$211K0.1%N/A0.006%
10/24/2024 J.W. Cole Advisors Inc.16,372$1.97M0.1%+2.9%0.052%
10/24/2024 Modera Wealth Management LLC5,355$645K0.0%-10.6%0.017%
10/24/2024 Farrow Financial Inc.99,142$11.93M7.5%-2.0%0.313%
10/24/2024 Wealth Enhancement Advisory Services LLC84,038$10.12M0.0%+5.9%0.266%
10/23/2024 Mirae Asset Global Investments Co. Ltd.1,800$216K0.0%+500.0%0.006%
10/23/2024 Mason & Associates Inc2,020$243K0.1%-5.2%0.006%
10/23/2024 Grimes & Company Inc.30,010$3.61M0.1%+1.4%0.095%
10/22/2024 McAdam LLC4,805$578K0.0%+21.5%0.015%
10/22/2024 Private Advisor Group LLC36,094$4.35M0.0%+0.5%0.114%
10/22/2024 Eastern Bank377$45K0.0%N/A0.001%
10/22/2024 Warner Financial Inc.6,509$783K0.3%+4.4%0.021%
10/22/2024 Sequoia Financial Advisors LLC16,902$2.04M0.0%-2.6%0.053%
10/21/2024 Ledyard National Bank22,936$2.76M0.3%+8.2%0.072%
10/21/2024 Roof Eidam Maycock Peralta LLC59,268$7.13M1.8%-5.4%0.187%
10/21/2024 Whittier Trust Co. of Nevada Inc.22,959$2.76M0.1%-12.5%0.073%
10/21/2024 Corundum Group Inc.67,024$8.07M3.7%-1.5%0.212%
10/19/2024McClarren Financial Advisors Inc.4,450$536K0.3%+1,886.6%0.014%
10/18/2024 Ferguson Wellman Capital Management Inc.2,930$353K0.0%-5.1%0.009%
10/18/2024TriaGen Wealth Management LLC5,178$623K0.2%+2.4%0.016%
10/18/2024Raymond James & Associates103,968$12.52M0.0%+6.5%0.328%
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10/18/2024KMG Fiduciary Partners LLC2,800$337K0.0%+33.3%0.009%
10/17/2024Sax Wealth Advisors LLC8,048$969K0.1%+8.7%0.025%
10/17/2024LexAurum Advisors LLC1,813$218K0.0%-28.9%0.006%
10/16/2024 Good Life Advisors LLC17,944$2.16M0.1%+97.7%0.057%
10/16/2024 One Wealth Advisors LLC17,396$2.09M0.3%-2.3%0.055%
10/16/2024 Opal Wealth Advisors LLC2,777$334K0.1%-8.6%0.009%
10/16/2024 Asset Dedication LLC22,217$2.67M0.2%+2.1%0.070%
10/15/2024 First Pacific Financial11,755$1.42M0.3%+168.0%0.037%
10/15/2024 Peak Financial Management Inc.4,530$545K0.2%-4.4%0.014%
10/15/2024 Zhang Financial LLC7,046$848K0.1%N/A0.022%
(Data available from 1/1/2016 forward)

SUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSA shares?

During the previous two years, 422 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. ($282.64M), Bank of America Corp DE ($211.35M), PNC Financial Services Group Inc. ($120.25M), Ameriprise Financial Inc. ($78.95M), Spinnaker Trust ($75.72M), and M&T Bank Corp ($61.65M).Learn more on SUSA's institutional investors.

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

Of the 341 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), Accredited Investors Inc. ($731.34K), Raymond James & Associates ($585.54K), Bank of America Corp DE ($367.64K), Shira Ridge Wealth Management ($275.11K), and PNC Financial Services Group Inc. ($210.09K).

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

Institutional investors have bought a total of 24,227,403 shares in the last 24 months. This purchase volume represents approximately $2.27B in transactions.

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

Of the 262 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 ($771.91K), Spinnaker Trust ($343.35K), LPL Financial LLC ($306.08K), Money Design Co. Ltd. ($274.57K), Raymond James Financial Services Advisors Inc. ($230.69K), PNC Financial Services Group Inc. ($201.92K), and Stratos Wealth Partners LTD. ($111.72K).

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

Institutional investors have sold a total of 3,680,060 shares in the last 24 months. This volume of shares sold represents approximately $349.03M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 11/21/2024 by MarketBeat.com Staff
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