Free Trial
Claim MarketBeat All Access New Year Sale New Year's Sale Claim Sale

iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$121.97 -1.38 (-1.12%)
(As of 05:17 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Number of
Institutional Buyers
(last 12 months)
198
Total
Institutional Inflows
(last 12 months)
$286.64M
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$127.09M
Get SUSA Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI USA ESG Select ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SUSA Institutional Buying and Selling by Quarter

iShares MSCI USA ESG Select ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/30/2024SK Wealth Management LLC5,351$660K0.3%N/A0.017%
12/26/2024JPMorgan Chase & Co.1,592,005$191.63M0.0%-0.6%5.030%
12/3/2024Garde Capital Inc.53,421$6.43M0.4%-0.5%0.169%
11/27/2024Franklin Resources Inc.12,027$1.47M0.0%+3.2%0.038%
11/25/2024Destination Wealth Management30,250$3.64M0.1%-1.1%0.096%
11/25/2024World Investment Advisors LLC197,289$23.75M0.6%+9,889.3%0.623%
11/25/2024Sanctuary Advisors LLC13,578$1.69M0.0%+273.1%0.043%
11/20/2024Westside Investment Management Inc.8,166$983K0.2%-9.3%0.026%
11/19/2024M&T Bank Corp512,136$61.65M0.2%+0.7%1.618%
11/18/2024Arete Wealth Advisors LLC1,966$235K0.0%-14.6%0.006%
11/18/2024Nepc LLC4,953$596K0.0%+3.6%0.016%
11/15/2024M&T Bank Corp512,136$61.65M0.2%+0.7%1.618%
11/15/2024World Investment Advisors LLC197,289$23.75M0.1%+9,889.3%0.623%
11/15/2024Jane Street Group LLC16,723$2.01M0.0%+140.0%0.053%
11/15/2024Stifel Financial Corp33,218$4.00M0.0%-4.9%0.105%
11/15/2024SageView Advisory Group LLC46,079$5.55M0.3%-4.5%0.146%
11/15/2024IHT Wealth Management LLC1,918$230K0.0%N/A0.006%
11/15/2024Integrated Wealth Concepts LLC13,554$1.63M0.0%-3.2%0.043%
11/15/2024HighTower Advisors LLC102,403$12.32M0.0%-4.9%0.324%
11/15/2024Arrowroot Family Office LLC3,424$412K0.2%-3.4%0.011%
11/14/2024Cobblestone Capital Advisors LLC NY35,398$4.26M0.2%+11.8%0.112%
11/14/2024Captrust Financial Advisors15,381$1.85M0.0%+20.9%0.049%
11/14/2024Rockefeller Capital Management L.P.10,647$1.28M0.0%N/A0.034%
11/14/2024Fiduciary Trust Co1,735$209K0.0%N/A0.005%
11/14/2024Bell Investment Advisors Inc932$112K0.0%-12.2%0.003%
11/14/2024CreativeOne Wealth LLC1,918$231K0.0%N/A0.006%
11/13/2024FMR LLC5,388$649K0.0%+1.7%0.017%
11/13/2024D.A. Davidson & CO.56,800$6.84M0.1%-41.6%0.179%
11/13/2024Bank of Montreal Can51,721$6.20M0.0%+8.3%0.163%
11/12/2024Wescott Financial Advisory Group LLC11,009$1.33M0.1%-1.3%0.035%
11/12/2024Kingsview Wealth Management LLC35,698$4.30M0.1%+29.8%0.113%
11/12/2024Cerity Partners LLC29,998$3.61M0.0%+2.2%0.095%
11/12/2024Flagstar Advisors Inc.2,658$320K0.1%-9.8%0.008%
11/12/2024Integrated Investment Consultants LLC9,977$1.20M0.0%+5.4%0.032%
11/8/2024Kraft Davis & Associates LLC5,280$626K0.2%-4.5%0.017%
11/8/2024PNC Financial Services Group Inc.998,976$120.25M0.1%-0.2%3.156%
11/7/2024Pathstone Holdings LLC30,437$3.66M0.0%+4.8%0.096%
11/7/2024MAI Capital Management5,609$675K0.0%-4.1%0.018%
11/7/2024Thrivent Financial for Lutherans5,523$665K0.0%-4.4%0.017%
11/6/2024Accredited Investors Inc.61,920$7.45M0.4%+1.8%0.196%
Has Trump Finally Gone Too Far? (Ad)

Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks. It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives. But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars. And here's the good news.

Register For The Webinar To Discover
11/6/2024Destiny Capital Corp CO8,050$955K0.6%-22.3%0.025%
11/6/2024CIBC Asset Management Inc4,225$509K0.0%-12.9%0.013%
11/6/2024OneDigital Investment Advisors LLC27,507$3.31M0.0%+72.9%0.087%
11/6/2024Bell Bank5,271$634K0.1%-6.1%0.017%
11/5/2024Accredited Investors Inc.776,554$90.83M2.3%+1,177.0%2.454%
11/5/2024GSA Capital Partners LLP2,969$357K0.0%-19.1%0.009%
11/5/2024Harbour Investments Inc.1,584$191K0.0%-80.8%0.005%
11/5/2024Fountainhead AM LLC12,033$1.45M0.3%+2.0%0.038%
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%
11/1/2024First Personal Financial Services3,316$399K0.1%-7.0%0.010%
11/1/2024Tompkins Financial Corp101,138$12.17M1.2%+23.6%0.320%
11/1/2024Winthrop Advisory Group LLC14,113$1.70M0.2%-3.1%0.045%
10/31/2024Consolidated Planning Corp17,816$2.14M0.3%-0.9%0.056%
10/31/2024Financial Services Advisory Inc15,470$1.86M0.5%-2.4%0.049%
10/31/2024JNBA Financial Advisors6,891$829K0.1%-15.5%0.022%
10/31/2024Smart Portfolios LLC7,280$876K0.9%-1.8%0.023%
10/31/2024Spinnaker Trust629,088$75.72M4.7%-10.2%1.988%
10/30/2024Milestone Investment Advisors LLC15,007$1.81M0.5%-2.2%0.047%
10/30/2024Long Run Wealth Advisors LLC33,897$4.08M1.0%-1.7%0.107%
10/30/2024NorthRock Partners LLC3,212$387K0.0%-10.2%0.010%
10/30/2024Ameritas Advisory Services LLC47,521$5.72M0.2%+448.1%0.150%
10/29/2024IAG Wealth Partners LLC1,963$236K0.0%-5.1%0.006%
10/29/2024Bear Mountain Capital Inc.36,909$4.47M1.8%-1.6%0.117%
10/29/2024Janney Montgomery Scott LLC49,710$5.98M0.0%-2.9%0.157%
10/29/2024New Covenant Trust Company N.A.17,147$2.06M2.0%-0.8%0.054%
10/29/2024Chicago Partners Investment Group LLC14,443$1.73M0.1%-0.9%0.046%
10/29/2024Farther Finance Advisors LLC723$87K0.0%+39.6%0.002%
10/28/2024Shepherd Financial Partners LLC28,011$3.37M0.4%-5.3%0.089%
10/28/2024Reston Wealth Management LLC653$79K0.0%N/A0.002%
10/28/2024US Bancorp DE170,028$20.47M0.0%-5.8%0.537%
10/28/2024HM Payson & Co.82,391$9.92M0.2%-0.7%0.260%
10/25/2024Pinnacle Associates Ltd.3,579$431K0.0%-6.0%0.011%
10/24/2024Sound Stewardship LLC10,296$1.24M0.7%-2.8%0.033%
10/24/2024Pointe Capital Management LLC1,752$211K0.1%N/A0.006%
10/24/2024J.W. Cole Advisors Inc.16,372$1.97M0.1%+2.9%0.052%
10/24/2024Modera Wealth Management LLC5,355$645K0.0%-10.6%0.017%
10/24/2024Farrow Financial Inc.99,142$11.93M7.5%-2.0%0.313%
10/24/2024Wealth Enhancement Advisory Services LLC84,038$10.12M0.0%+5.9%0.266%
10/23/2024Mirae Asset Global Investments Co. Ltd.1,800$216K0.0%+500.0%0.006%
10/23/2024Mason & Associates Inc2,020$243K0.1%-5.2%0.006%
10/23/2024Grimes & Company Inc.30,010$3.61M0.1%+1.4%0.095%
10/22/2024McAdam LLC4,805$578K0.0%+21.5%0.015%
10/22/2024Private Advisor Group LLC36,094$4.35M0.0%+0.5%0.114%
10/22/2024Eastern Bank377$45K0.0%N/A0.001%
10/22/2024Warner Financial Inc.6,509$783K0.3%+4.4%0.021%
10/22/2024Sequoia Financial Advisors LLC16,902$2.04M0.0%-2.6%0.053%
10/21/2024Ledyard National Bank22,936$2.76M0.3%+8.2%0.072%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Altcoin season moves fast, and those who hesitate are left behind. The window is closing.

>> Register for the Workshop Now
10/21/2024Roof Eidam Maycock Peralta LLC59,268$7.13M1.8%-5.4%0.187%
10/21/2024Whittier Trust Co. of Nevada Inc.22,959$2.76M0.1%-12.5%0.073%
10/21/2024Corundum 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%
(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, 423 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), Bank of America Corp DE ($211.35M), JPMorgan Chase & Co. ($191.63M), 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), World Investment Advisors LLC ($390.63K), Bank of America Corp DE ($367.64K), and Shira Ridge Wealth Management ($275.11K).

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

Institutional investors have bought a total of 24,437,092 shares in the last 24 months. This purchase volume represents approximately $2.29B 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 3,681,162 shares in the last 24 months. This volume of shares sold represents approximately $349.58M in transactions.


Related Companies

This page (NYSEARCA:SUSA) was last updated on 12/30/2024 by MarketBeat.com Staff
From Our Partners
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Buy this Stock before Trump Takes Office!
To make sure everyone has the opportunity to get in, closes for good at midnight on January 1st, we're lowerin...
Behind the Markets | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life...
Crypto Swap Profits | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
3 CENT Crypto to Explode December 16th?
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored