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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$118.63
+0.09 (+0.08%)
(As of 11/4/2024 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)
207
Total
Institutional Inflows
(last 12 months)
$624.52M
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$155.86M
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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
11/4/2024Bond & Devick Financial Network Inc.12,190$1.47M0.6%-2.3%0.039%
11/4/2024Kennebec Savings Bank2,198$265K0.3%N/A0.007%
11/4/2024Baker Avenue Asset Management LP14,907$1.79M0.1%-17.6%0.047%
11/4/2024Sigma 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%
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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%
10/18/2024Ferguson 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%
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%
10/11/2024 Creative Planning40,682$4.90M0.0%-19.0%0.129%
10/10/2024 Shira Ridge Wealth Management262,229$31.57M16.1%-3.9%0.829%
10/10/2024 HCR Wealth Advisors2,628$316K0.0%+4.0%0.008%
10/10/2024 Ritholtz Wealth Management7,530$906K0.0%-3.9%0.024%
10/10/2024 Silverlake Wealth Management LLC5,767$694K0.3%+11.9%0.018%
10/9/2024 Hilltop Wealth Advisors LLC44,610$5.37M2.5%+176.2%0.141%
10/9/2024 Pine Haven Investment Counsel Inc3,554$428K0.3%-9.6%0.011%
10/9/2024 Colorado Capital Management Inc.17,909$2.16M1.1%-3.8%0.057%
10/9/2024 SOA Wealth Advisors LLC.60,248$7.25M1.4%-6.5%0.190%
10/9/2024 Harbor Group Inc.3,366$405K0.1%-2.5%0.011%
10/9/2024 Money Design Co. Ltd.79,741$9.60M0.5%-4.4%0.252%
10/9/2024 Adirondack Trust Co.2,345$282K0.1%+6.8%0.007%
10/8/2024 CWM LLC22,485$2.71M0.0%-0.5%0.071%
10/8/2024 West Financial Advisors LLC5,140$619K0.1%-7.3%0.016%
10/8/2024 Brookstone Capital Management34,884$4.20M0.1%+0.9%0.110%
10/8/2024 Dynamic Advisor Solutions LLC1,900$229K0.0%-17.5%0.006%
10/8/2024 Aprio Wealth Management LLC15,368$1.85M0.3%+0.8%0.049%
10/8/2024 Mather Group LLC.5,868$706K0.0%-11.5%0.019%
10/7/2024 Bank of New Hampshire10,060$1.21M0.3%-4.1%0.032%
10/7/2024 Miracle Mile Advisors LLC23,904$2.88M0.1%+4.0%0.076%
10/7/2024 Consilio Wealth Advisors LLC1,696$204K0.1%N/A0.005%
10/5/2024 Quent Capital LLC85,819$10.33M1.0%-0.9%0.271%
9/5/2024Sanctuary Advisors LLC3,639$383K0.0%N/A0.011%
8/30/2024Creekside Partners2,489$280K0.2%N/A0.008%
8/21/2024Truist Financial Corp181,135$20.35M0.0%-0.1%0.572%
8/19/2024Garde Capital Inc.53,687$6.03M0.4%-1.2%0.170%
8/16/2024Front Row Advisors LLC465$52K0.0%+69.1%0.001%
8/16/2024Northwestern Mutual Wealth Management Co.84,194$9.46M0.0%-4.1%0.266%
8/16/2024NewEdge Advisors LLC44,885$5.04M0.0%+13.7%0.142%
8/16/2024 Creative Planning50,206$5.64M0.0%+31.5%0.159%
8/16/2024Susquehanna International Group LLP48,068$5.40M0.0%+138.1%0.152%
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8/14/2024Wescott Financial Advisory Group LLC11,158$1.25M0.1%+36.4%0.035%
8/14/2024Bank of Montreal Can47,768$5.40M0.0%+1.7%0.151%
8/12/2024 Brighton Jones LLC5,534$622K0.0%+2.6%0.017%
8/12/2024ProVise Management Group LLC5,740$645K0.1%-2.0%0.018%
8/12/2024Mercer Global Advisors Inc. ADV22,729$2.55M0.0%-5.1%0.072%
8/9/2024Renaissance Technologies LLC14,700$1.65M0.0%-52.4%0.046%
8/9/2024One Capital Management LLC16,551$1.86M0.1%+0.6%0.052%
8/8/2024 J.W. Cole Advisors Inc.15,913$1.79M0.1%-4.9%0.050%
8/8/2024Bigelow Investment Advisors LLC14,242$1.60M0.8%-5.1%0.045%
8/8/2024Envestnet Asset Management Inc.210,801$23.69M0.0%-2.9%0.666%
(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. ($97.71M), Ameriprise Financial Inc. ($78.95M), Spinnaker Trust ($75.72M), and UBS Group AG ($61.60M).Learn more on SUSA's institutional investors.

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

Of the 345 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 & Associates ($585.54K), Bank of America Corp DE ($367.64K), Shira Ridge Wealth Management ($275.11K), PNC Financial Services Group Inc. ($210.09K), 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 23,354,388 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

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

Of the 264 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. ($200.04K), 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 3,741,668 shares in the last 24 months. This volume of shares sold represents approximately $350.81M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 11/5/2024 by MarketBeat.com Staff
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