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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$127.87 -0.05 (-0.04%)
As of 07/18/2025 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)
232
Total
Institutional Inflows
(last 12 months)
$471.21M
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$194.32M
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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
7/18/2025Parsons Capital Management Inc. RI5,481$695K0.0%-2.9%0.020%
7/18/2025Pure Financial Advisors LLC30,047$3.81M0.1%+1.8%0.108%
7/18/2025SOA Wealth Advisors LLC.10,097$1.28M0.1%-22.8%0.036%
7/18/2025First Pacific Financial17,025$2.16M0.3%-5.2%0.061%
7/18/2025SWP Financial LLC2,609$331K0.2%-4.7%0.009%
7/18/2025Forza Wealth Management LLC1,992$252K0.1%N/A0.007%
7/18/2025SigFig Wealth Management LLC2,415$304K0.0%+28.0%0.009%
7/18/2025PFG Investments LLC3,353$425K0.0%-23.8%0.012%
7/18/2025Truist Financial Corp178,395$22.61M0.0%-2.4%0.643%
7/17/2025 One Wealth Advisors LLC17,086$2.17M0.3%-1.7%0.061%
7/17/2025 LexAurum Advisors LLC1,678$213K0.0%-7.6%0.006%
7/17/2025 Janney Montgomery Scott LLC52,934$6.71M0.0%+8.6%0.190%
7/17/2025 Coastline Trust Co8,469$1.07M0.1%-4.0%0.030%
7/17/2025 Hengehold Capital Management LLC6,045$766K0.1%-6.0%0.022%
7/16/2025 Diversified Enterprises LLC4,099$520K0.0%-12.1%0.015%
7/16/2025 Meridian Financial LLC4,718$598K0.4%-4.1%0.017%
7/15/2025 McAdam LLC5,376$681K0.0%+6.3%0.019%
7/15/2025 Well Done LLC5,906$748K0.1%+5.9%0.021%
7/15/2025 North Star Investment Management Corp.3,869$490K0.0%+2.7%0.014%
7/15/2025 Mather Group LLC.5,011$635K0.0%-13.7%0.018%
7/15/2025 Fifth Third Bancorp3,011$382K0.0%-7.6%0.011%
7/15/2025 Retirement Income Solutions Inc1,607$204K0.0%N/A0.006%
7/15/2025 LVZ Inc.3,052$387K0.0%+2.9%0.011%
7/14/2025 Mechanics Bank Trust Department4,717$598K0.1%+31.0%0.017%
7/14/2025 Parkshore Wealth Management Inc.1,697$215K0.1%N/A0.006%
7/14/2025 Sound Stewardship LLC3,383$429K0.2%-60.3%0.012%
7/11/2025 Bond & Devick Financial Network Inc.11,739$1.49M0.5%-1.1%0.042%
7/11/2025 Colorado Capital Management Inc.13,469$1.79M0.8%-9.8%0.048%
7/11/2025 Hilltop Wealth Advisors LLC43,247$5.48M3.1%+1.1%0.153%
7/11/2025 Farther Finance Advisors LLC5,973$757K0.0%-30.9%0.021%
7/11/2025 Adirondack Trust Co.729$92K0.0%-69.0%0.003%
7/11/2025 Bell Bank4,715$598K0.0%-2.9%0.017%
7/10/2025 Ryan Investment Management Inc.12,543$1.59M1.0%N/A0.044%
7/10/2025 Charter Oak Capital Management LLC75,706$9.60M0.8%-0.9%0.268%
7/10/2025 Stewardship Advisors LLC93,112$11.80M3.0%-1.9%0.330%
7/10/2025 Ferguson Wellman Capital Management Inc.2,676$339K0.0%-13.0%0.009%
7/10/2025 Wealth Enhancement Advisory Services LLC94,364$12.09M0.0%-1.4%0.335%
7/10/2025 SK Wealth Management LLC7,018$896K0.4%+6.4%0.025%
7/10/2025 Tompkins Financial Corp40,145$5.09M0.5%-17.3%0.142%
7/9/2025 OLIO Financial Planning2,293$291K0.1%N/A0.008%
I was wrong about Trump (Ad)

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7/9/2025 Parkside Advisors LLC9,217$1.17M0.3%-2.1%0.033%
7/9/2025 High Probability Advisors LLC2,580$327K0.0%+4.5%0.009%
7/8/2025 Parallel Advisors LLC494$63K0.0%-28.8%0.002%
7/3/2025 Garde Capital Inc.35,150$4.46M0.2%-6.6%0.123%
6/27/2025Goldman Sachs Group Inc.2,597$298K0.0%-8.4%0.009%
6/10/2025Birchbrook Inc.5,592$642K0.4%-60.1%0.020%
6/6/2025eCIO Inc.29,732$3.42M1.1%N/A0.105%
5/22/2025Rollins Financial Advisors LLC6,068$697K0.1%-12.7%0.021%
5/21/2025 McAdam LLC5,059$581K0.0%+9.8%0.018%
5/21/2025Geneos Wealth Management Inc.1,816$209K0.0%+10.3%0.006%
5/20/2025Acorns Advisers LLC382,178$43.90M0.4%+2.5%1.334%
5/20/2025Focus Partners Wealth21,142$2.43M0.0%+6.4%0.074%
5/20/2025Nepc LLC7,924$910K0.0%+2.0%0.028%
5/20/2025Glenview Trust co42,500$4.88M0.1%+21.4%0.148%
5/19/2025Jane Street Group LLC10,075$1.16M0.0%N/A0.035%
5/19/2025SageView Advisory Group LLC30,860$3.55M0.2%-32.4%0.108%
5/19/2025SCS Capital Management LLC5,283$607K0.0%N/A0.018%
5/16/2025Goldman Sachs Group Inc.2,597$298K0.0%-8.4%0.009%
5/16/2025Jones Financial Companies Lllp8,752$986K0.0%-42.9%0.031%
5/16/2025Permanens Capital L.P.48,641$5.59M1.0%+7.2%0.170%
5/16/2025Nepc LLC7,924$910K0.0%+2.0%0.028%
5/16/2025NewEdge Advisors LLC54,630$6.28M0.0%+6.4%0.191%
5/16/2025Integrated Wealth Concepts LLC12,924$1.49M0.0%-3.7%0.045%
5/15/2025Federation des caisses Desjardins du Quebec22,137$2.54M0.0%+3.3%0.077%
5/15/2025EP Wealth Advisors LLC4,741$545K0.0%-5.2%0.017%
5/15/2025First Manhattan CO. LLC.2,238$257K0.0%N/A0.008%
5/15/2025Capital Investment Counsel LLC6,669$766K0.1%-30.2%0.023%
5/15/2025Royal Bank of Canada572,801$65.80M0.0%-1.7%1.999%
5/15/2025MAI Capital Management4,848$557K0.0%-9.6%0.017%
5/15/2025Connecticut Wealth Management LLC2,859$328K0.0%N/A0.010%
5/15/2025Baird Financial Group Inc.146,190$16.79M0.0%-2.9%0.510%
5/15/2025Evergreen Capital Management LLC14,298$1.64M0.1%-0.7%0.050%
5/15/2025Gerber Kawasaki Wealth & Investment Management9,128$1.05M0.0%-1.7%0.032%
5/14/2025Comerica Bank5,449$626K0.0%-2.7%0.019%
5/14/2025Smartleaf Asset Management LLC514$59K0.0%N/A0.002%
5/14/2025Northwestern Mutual Wealth Management Co.82,757$9.51M0.0%+0.7%0.289%
5/14/2025Sax Wealth Advisors LLC19,835$2.28M0.2%+135.5%0.069%
5/14/2025Kestra Advisory Services LLC24,218$2.78M0.0%-23.8%0.085%
5/14/2025Wescott Financial Advisory Group LLC11,739$1.35M0.1%-1.1%0.041%
5/14/2025Ameriprise Financial Inc.650,947$74.74M0.0%-17.1%2.272%
5/14/2025Flow Traders U.S. LLC9,936$1.14M0.0%N/A0.035%
5/14/2025Tradition Wealth Management LLC3,188$366K0.0%+11.4%0.011%
5/13/2025Global View Capital Management LLC3,170$364K0.1%-32.3%0.011%
5/13/2025Moment Partners LLC8,047$924K0.2%-3.8%0.028%
5/13/2025Steward Partners Investment Advisory LLC28,630$3.29M0.0%-54.3%0.100%
5/13/2025Raymond James Financial Inc.202,228$23.23M0.0%-45.0%0.706%
5/13/2025Harfst & Associates Inc.1,891$217K0.1%-10.6%0.007%
5/13/2025HighTower Advisors LLC78,499$9.02M0.0%-9.3%0.274%
5/13/2025Trillium Asset Management LLC3,748$431K0.0%-3.2%0.013%
5/12/2025Cobblestone Capital Advisors LLC NY33,050$3.80M0.2%-10.5%0.115%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/12/2025JPMorgan Chase & Co.1,499,695$172.27M0.0%-6.9%5.235%
5/12/2025Balanced Rock Investment Advisors LLC2,690$309K0.2%-66.2%0.009%
5/12/2025FSA Wealth Partners Inc.14,341$1.65M0.6%-36.8%0.050%
5/12/2025Flagship Wealth Advisors LLC1,190$137K0.1%-31.5%0.004%
5/9/2025Roof Eidam Maycock Peralta LLC49,864$5.73M1.5%-9.5%0.174%
5/9/2025Chicago Partners Investment Group LLC14,661$1.70M0.1%+1.7%0.051%
5/9/2025Citizens Financial Group Inc. RI3,345$384K0.0%N/A0.012%
5/9/2025Natural Investments LLC3,668$421K0.1%+24.3%0.013%
5/9/2025Financial Connections Group Inc.1,350$155K0.1%-36.7%0.005%
5/9/2025McClarren Financial Advisors Inc.4,468$513K0.4%+2.9%0.016%
(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, 465 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 ($180.86M), JPMorgan Chase & Co. ($172.27M), PNC Financial Services Group Inc. ($114.57M), Ameriprise Financial Inc. ($74.74M), Spinnaker Trust ($69.53M), and Royal Bank of Canada ($65.80M).Learn more on iShares MSCI USA ESG Select ETF's institutional investors.

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

Of the 353 institutional investors that purchased iShares MSCI USA ESG Select ETF's 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. ($728.44K), IMA Advisory Services Inc. ($469.72K), World Investment Advisors LLC ($390.63K), and Raymond James & Associates ($260.41K).

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

Institutional investors have bought a total of 3,960,996 shares in the last 24 months. This purchase volume represents approximately $471.21M in transactions.

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

Of the 229 institutional investors that sold iShares MSCI USA ESG Select ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Spinnaker Trust ($203.42K), Raymond James Financial Inc. ($165.79K), Ameriprise Financial Inc. ($161.50K), JPMorgan Chase & Co. ($121.43K), World Investment Advisors ($92.15K), Tompkins Financial Corp ($59.03K), and SOA Wealth Advisors LLC. ($54.37K).

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

Institutional investors have sold a total of 1,665,379 shares in the last 24 months. This volume of shares sold represents approximately $194.32M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 7/19/2025 by MarketBeat.com Staff
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