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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$118.26 +0.32 (+0.27%)
As of 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)
223
Total
Institutional Inflows
(last 12 months)
$383.17M
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$140.61M
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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
3/17/2025 Wealth Enhancement Advisory Services LLC101,212$12.31M0.0%+20.4%0.335%
3/6/2025 Wood Tarver Financial Group LLC1,989$241K0.1%N/A0.007%
3/3/2025 SK Wealth Management LLC6,580$800K0.4%+23.0%0.022%
2/28/2025 BridgePort Financial Solutions LLC2,941$354K0.2%N/A0.010%
2/25/2025 Garde Capital Inc.37,497$4.56M0.3%-29.8%0.124%
2/19/2025 Richmond Investment Services LLC2,327$283K0.2%N/A0.007%
2/18/2025 Nepc LLC7,771$945K0.0%+56.9%0.025%
2/17/2025 Waverly Advisors LLC5,204$633K0.0%+16.2%0.016%
2/17/2025 Royal Bank of Canada582,503$70.83M0.0%+0.6%1.840%
2/17/2025 NorthRock Partners LLC17,520$2.13M0.1%+445.5%0.055%
2/17/2025 MJP Associates Inc. ADV2,761$336K0.1%-9.1%0.009%
2/17/2025 Focus Partners Wealth19,877$2.42M0.0%-21.1%0.063%
2/17/2025 Ellevest Inc.233,514$28.38M1.6%-0.4%0.738%
2/17/2025 Fairview Capital Investment Management LLC2,870$349K0.0%-6.5%0.009%
2/17/2025 Deutsche Bank AG384,850$46.79M0.0%+0.4%1.216%
2/17/2025 EP Wealth Advisors LLC4,999$608K0.0%+4.1%0.016%
2/17/2025 Cetera Investment Advisers53,810$6.54M0.0%+3.0%0.170%
2/17/2025 Citadel Advisors LLC2,636$321K0.0%+6.6%0.008%
2/17/2025 Baird Financial Group Inc.150,501$18.30M0.0%+3.4%0.476%
2/17/2025 Baker Avenue Asset Management LP14,704$1.79M0.1%-1.4%0.046%
2/17/2025 Bank of America Corp DE1,487,429$180.86M0.0%-0.4%4.700%
2/17/2025 Ameriprise Financial Inc.785,643$95.53M0.0%-3.3%2.482%
2/17/2025 Aptus Capital Advisors LLC11,821$1.44M0.0%-2.3%0.037%
2/14/2025 Mercer Global Advisors Inc. ADV58,037$7.06M0.0%+135.8%0.183%
2/14/2025 Comerica Bank5,603$681K0.0%-10.1%0.018%
2/14/2025 Parkshore Wealth Management Inc.1,689$205K0.1%N/A0.005%
2/14/2025 Beacon Pointe Advisors LLC8,127$988K0.0%-6.2%0.026%
2/14/2025 Gerber Kawasaki Wealth & Investment Management9,288$1.13M0.0%-3.9%0.029%
2/14/2025 Two Sigma Securities LLC3,562$433K0.1%+50.9%0.011%
2/14/2025 Integrated Wealth Concepts LLC13,419$1.63M0.0%-1.0%0.042%
2/14/2025 MGO One Seven LLC9,044$1.10M0.0%-4.8%0.029%
2/14/2025 Susquehanna International Group LLP24,098$2.93M0.0%-0.5%0.076%
2/14/2025 Stifel Financial Corp31,801$3.87M0.0%-4.3%0.100%
2/14/2025 OneDigital Investment Advisors LLC28,217$3.43M0.0%+2.6%0.089%
2/14/2025 Tradition Wealth Management LLC2,861$348K0.0%-13.7%0.009%
2/14/2025 Transce3nd LLC336$41K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC46,535$5.66M0.0%-18.7%0.147%
2/14/2025 Frederick Financial Consultants LLC2,074$252K0.2%N/A0.007%
2/14/2025 Balanced Rock Investment Advisors LLC7,964$968K0.8%-1.6%0.025%
2/13/2025 NewEdge Advisors LLC51,324$6.24M0.0%+9.7%0.162%
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2/13/2025 Evergreen Capital Management LLC14,401$1.75M0.1%-0.9%0.046%
2/13/2025 Acorns Advisers LLC372,814$45.33M0.4%+0.6%1.178%
2/13/2025 United Capital Financial Advisors LLC3,566$434K0.0%N/A0.011%
2/13/2025 Mariner LLC162,083$19.71M0.0%+4.6%0.512%
2/13/2025 SageView Advisory Group LLC45,653$5.55M0.2%-0.9%0.144%
2/13/2025 Granite Investment Partners LLC21,897$2.66M0.1%N/A0.069%
2/13/2025 Crux Wealth Advisors31,286$3.80M2.1%N/A0.099%
2/13/2025 Rockefeller Capital Management L.P.15,396$1.87M0.0%+44.6%0.049%
2/13/2025 Integrity Financial Corp WA308$37K0.0%N/A0.001%
2/13/2025 First Foundation Advisors10,540$1.28M0.0%+12.0%0.033%
2/13/2025 Accredited Investors Inc.59,968$7.29M0.4%-3.2%0.189%
2/13/2025 Kraft Davis & Associates LLC5,467$677K0.2%+3.5%0.017%
2/13/2025 Raymond James Financial Inc.368,019$44.75M0.0%N/A1.163%
2/13/2025 Advisory Services Network LLC66,989$8.15M0.2%+93.5%0.212%
2/13/2025 Renaissance Technologies LLC13,200$1.61M0.0%+106.3%0.042%
2/13/2025 Rollins Financial Advisors LLC6,951$845K0.1%-2.3%0.022%
2/13/2025 Bank of Montreal Can52,009$6.32M0.0%+0.6%0.164%
2/13/2025 Cerity Partners LLC28,947$3.52M0.0%-3.5%0.091%
2/13/2025 Envestnet Asset Management Inc.254,936$31.00M0.0%+7.4%0.805%
2/13/2025 Perennial Investment Advisors LLC1,727$210K0.0%N/A0.005%
2/13/2025 Pilgrim Partners Asia Pte Ltd5,600$681K0.6%N/A0.018%
2/13/2025 Wells Fargo & Company MN385,755$46.90M0.0%-2.7%1.219%
2/12/2025 Wescott Financial Advisory Group LLC11,870$1.44M0.1%+7.8%0.038%
2/12/2025 Arete Wealth Advisors LLC1,804$220K0.0%-8.2%0.006%
2/12/2025 World Investment Advisors186,336$22.66M0.6%-5.6%0.589%
2/12/2025 Franklin Resources Inc.12,396$1.51M0.0%+3.1%0.039%
2/12/2025 O Shaughnessy Asset Management LLC8,798$1.07M0.0%+21,895.0%0.028%
2/12/2025 Fund Evaluation Group LLC142,644$17.34M0.8%-7.2%0.451%
2/12/2025 Aufman Associates Inc2,605$317K0.2%N/A0.008%
2/12/2025 Orion Portfolio Solutions LLC3,840$467K0.0%N/A0.012%
2/12/2025 Blair William & Co. IL23,296$2.83M0.0%-1.0%0.074%
2/12/2025 Moment Partners LLC8,369$1.02M0.2%N/A0.026%
2/12/2025 JPMorgan Chase & Co.1,611,260$195.91M0.0%+1.2%5.091%
2/12/2025 Financial Counselors Inc.7,623$927K0.0%+73.6%0.024%
2/11/2025 LPL Financial LLC310,078$37.70M0.0%-2.0%0.980%
2/11/2025 Millstone Evans Group LLC876$107K0.1%N/A0.003%
2/11/2025 Financial Network Wealth Management LLC33,120$4.03M1.4%-2.0%0.105%
2/11/2025 Whittier Trust Co. of Nevada Inc.21,389$2.60M0.1%-6.8%0.068%
2/11/2025 Trillium Asset Management LLC3,870$471K0.0%-15.5%0.012%
2/10/2025 Thrivent Financial for Lutherans5,771$702K0.0%+4.5%0.018%
2/10/2025 Flagship Wealth Advisors LLC1,737$211K0.1%N/A0.005%
2/10/2025 Glenview Trust co35,000$4.26M0.1%+16.7%0.111%
2/10/2025 Corient Private Wealth LLC20,737$2.52M0.0%-12.9%0.066%
2/10/2025 Envestnet Portfolio Solutions Inc.3,453$420K0.0%-3.7%0.011%
2/10/2025 Diversified Enterprises LLC10,545$1.28M0.1%-8.4%0.033%
2/10/2025 Zevin Asset Management LLC3,937$479K0.1%+6.9%0.012%
2/10/2025 Commonwealth Equity Services LLC102,911$12.51M0.0%-2.1%0.325%
2/10/2025 IAG Wealth Partners LLC1,858$226K0.0%-5.3%0.006%
2/10/2025 LFA Lugano Financial Advisors SA47,846$5.82M3.8%+5.6%0.151%
2/10/2025 Avantax Advisory Services Inc.13,958$1.70M0.0%+19.5%0.044%
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2/7/2025 Sequoia Financial Advisors LLC14,468$1.76M0.0%-14.4%0.046%
2/7/2025 HighTower Advisors LLC86,540$10.52M0.0%-15.5%0.273%
2/7/2025 Natural Investments LLC2,950$358K0.1%N/A0.009%
2/7/2025 AGF Management Ltd.4,500$547K0.0%+4.7%0.014%
2/7/2025 Wealthfront Advisers LLC7,229$879K0.0%N/A0.023%
2/7/2025 Global View Capital Management LLC4,680$568K0.2%N/A0.015%
2/7/2025 Riverbend Wealth Management LLC5,000$608K0.5%N/A0.016%
2/7/2025 Retirement Capital Strategies18,191$2.21M0.8%-0.7%0.057%
2/7/2025 NBT Bank N A NY4,145$504K0.0%-4.1%0.013%
2/7/2025 Sound View Wealth Advisors Group LLC3,884$472K0.0%+11.4%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 359 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 24,110,443 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 284 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 ($348.74K), Money Design Co. Ltd. ($277.39K), PNC Financial Services Group Inc. ($201.92K), Raymond James Financial Services Advisors Inc. ($187.66K), 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 3,373,957 shares in the last 24 months. This volume of shares sold represents approximately $335.49M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 3/25/2025 by MarketBeat.com Staff
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