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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$106.03 +0.31 (+0.29%)
As of 11:48 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$92.95M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$209.49M
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SUSL Institutional Buying and Selling by Quarter

iShares ESG MSCI USA Leaders ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Ashton Thomas Private Wealth LLC15,765$1.51M0.1%-0.6%0.179%
5/16/2025 Goldman Sachs Group Inc.34,400$3.30M0.0%-15.2%0.391%
5/16/2025 Jones Financial Companies Lllp3,865$370K0.0%+253.6%0.044%
5/16/2025 Integrated Wealth Concepts LLC43,700$4.19M0.0%-3.3%0.497%
5/15/2025 Obsido Oy11,315$1.08M0.9%N/A0.129%
5/15/2025 Royal Bank of Canada350,504$33.58M0.0%+0.5%3.983%
5/15/2025 Clarity Asset Management Inc.1,475$141K0.1%+17.2%0.017%
5/14/2025 Northwestern Mutual Wealth Management Co.22,725$2.18M0.0%+9.7%0.258%
5/14/2025 Sax Wealth Advisors LLC26,063$2.50M0.2%-7.6%0.296%
5/14/2025 Flow Traders U.S. LLC15,568$1.49M0.1%N/A0.177%
5/13/2025 Aptus Capital Advisors LLC42,520$4.07M0.0%-2.3%0.483%
5/13/2025 EverSource Wealth Advisors LLC4,551$436K0.0%-8.4%0.052%
5/13/2025 Financial Network Wealth Advisors LLC696$67K0.1%N/A0.008%
5/13/2025 Elevation Capital Advisory LLC2,250$216K0.1%N/A0.026%
5/12/2025 SouthState Corp5,921$567K0.0%N/A0.067%
5/9/2025 Kickstand Ventures LLC.20,904$2.00M0.5%+9.4%0.238%
5/8/2025 RVW Wealth LLC3,112$298K0.0%N/A0.035%
5/7/2025 LPL Financial LLC22,016$2.11M0.0%-6.5%0.250%
5/7/2025 HB Wealth Management LLC6,095$584K0.0%+97.0%0.069%
5/6/2025 Cetera Investment Advisers4,508$432K0.0%-14.8%0.051%
5/6/2025 One Wealth Advisors LLC70,164$6.72M1.0%-14.5%0.797%
5/5/2025 Bluestem Financial Advisors LLC51,973$4.98M2.3%+0.2%0.591%
5/5/2025 Wealth Alliance LLC6,388$612K0.1%-3.2%0.073%
5/5/2025 SNS Financial Group LLC10,910$1.05M0.1%-1.1%0.124%
5/5/2025 Csenge Advisory Group8,898$810K0.0%-7.5%0.101%
5/5/2025 Private Advisor Group LLC5,646$541K0.0%-35.1%0.064%
5/5/2025 Nwam LLC2,436$233K0.0%-21.3%0.028%
5/2/2025 Mayflower Financial Advisors LLC3,222$309K0.0%-15.5%0.037%
5/2/2025 Shared Vision Wealth Group LLC4,490$430K0.2%-11.9%0.051%
5/2/2025 Landaas & Co. WI ADV3,154$302K0.1%N/A0.036%
5/2/2025 Firestone Capital Management2,811$269K0.1%-3.8%0.032%
5/1/2025 CWM LLC694$66K0.0%+143.5%0.008%
5/1/2025 Omega Financial Group LLC22,215$2.13M0.8%+8.5%0.252%
4/30/2025 Allworth Financial LP188,350$17.72M0.1%+0.9%2.140%
4/30/2025 Stratos Wealth Partners LTD.7,958$762K0.0%-12.8%0.090%
4/30/2025 Vested Financial Planning LLC3,940$378K0.4%-23.8%0.045%
4/29/2025 Envestnet Asset Management Inc.696,901$66.77M0.0%-14.6%7.919%
4/29/2025 Novare Capital Management LLC3,885$372K0.0%-5.0%0.044%
4/29/2025 Brookstone Capital Management19,640$1.88M0.0%-12.9%0.223%
4/29/2025 OneDigital Investment Advisors LLC87,058$8.34M0.1%+3.5%0.989%
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4/29/2025 Values Added Financial LLC15,516$1.49M0.8%+2.6%0.176%
4/28/2025 Principal Financial Group Inc.91,294$8.75M0.0%-17.8%1.037%
4/25/2025 Mather Group LLC.16,415$1.57M0.0%-4.9%0.187%
4/24/2025 Diversified Trust Co3,085$296K0.0%-9.7%0.035%
4/23/2025 Perigon Wealth Management LLC5,947$570K0.0%N/A0.068%
4/23/2025 Balance Wealth LLC3,941$378K0.2%N/A0.045%
4/23/2025 Walkner Condon Financial Advisors LLC19,474$1.87M0.4%+8.7%0.221%
4/22/2025 Veridan Wealth LLC3,203$307K0.1%-16.9%0.036%
4/22/2025 SK Wealth Management LLC42,775$3.80M2.0%+1.6%0.486%
4/22/2025 PFG Investments LLC4,798$460K0.0%+18.2%0.055%
4/17/2025 Robertson Stephens Wealth Management LLC65,107$6.24M0.2%+8.4%0.740%
4/17/2025 Affinity Capital Advisors LLC10,870$1.00M0.2%+53.3%0.124%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC81,786$7.84M0.1%+14.3%0.929%
4/16/2025 Wealth Enhancement Advisory Services LLC240,183$23.01M0.0%+2.5%2.729%
4/15/2025 My Legacy Advisors LLC9,296$891K0.3%-6.5%0.106%
4/15/2025 Orgel Wealth Management LLC13,256$1.27M0.0%+14.6%0.151%
4/15/2025 Wealthcare Advisory Partners LLC6,752$647K0.0%+21.5%0.077%
4/14/2025 Farther Finance Advisors LLC15,149$1.46M0.0%-6.9%0.172%
4/11/2025 Ridgeline Wealth LLC2,866$275K0.2%-14.4%0.032%
4/10/2025 Cypress Wealth Services LLC13,590$1.30M0.3%-12.0%0.151%
4/10/2025 Firethorn Wealth Partners LLC4,211$403K0.2%-9.3%0.047%
4/9/2025 Sweeney & Michel LLC3,771$361K0.1%N/A0.042%
4/9/2025 Fragasso Financial Advisors Inc4,209$403K0.0%+10.4%0.047%
4/9/2025 Bond & Devick Financial Network Inc.12,550$1.20M0.4%+29.0%0.139%
3/27/2025 Milestone Asset Management Group LLC2,244$231K0.2%N/A0.023%
3/17/2025 Wealth Enhancement Advisory Services LLC234,266$24.14M0.0%+1.4%2.440%
3/3/2025 SK Wealth Management LLC42,109$4.34M2.2%+22.5%0.439%
2/25/2025 Armis Advisers LLC2,555$263K0.0%N/A0.027%
2/17/2025 Royal Bank of Canada348,647$35.93M0.0%-0.8%3.632%
2/17/2025 Humankind Investments LLC4,105$424K0.1%N/A0.043%
2/17/2025 Ellevest Inc.110,771$11.41M0.7%+6.6%1.154%
2/17/2025 Cetera Investment Advisers5,289$545K0.0%+2.9%0.055%
2/17/2025 Captrust Financial Advisors4,847$499K0.0%-20.3%0.050%
2/17/2025 Citadel Advisors LLC9,002$928K0.0%+282.9%0.094%
2/17/2025 Bank of America Corp DE68,583$7.07M0.0%-3.8%0.714%
2/17/2025 Aptus Capital Advisors LLC43,526$4.49M0.0%-0.6%0.453%
2/14/2025 Mercer Global Advisors Inc. ADV853,156$87.91M0.2%+3.3%8.887%
2/14/2025 Integrated Wealth Concepts LLC45,199$4.66M0.1%-1.7%0.471%
2/14/2025 MGO One Seven LLC8,309$856K0.0%+3.5%0.087%
2/14/2025 Stifel Financial Corp7,916$816K0.0%-6.3%0.082%
2/14/2025 OneDigital Investment Advisors LLC84,139$8.67M0.1%-11.8%0.876%
2/14/2025 GeoWealth Management LLC135,106$13.92M0.5%-19.6%1.407%
2/13/2025 Regal Investment Advisors LLC3,064$316K0.0%-5.1%0.032%
2/13/2025 CreativeOne Wealth LLC3,558$367K0.0%-23.5%0.037%
2/13/2025 Raymond James Financial Inc.13,785$1.42M0.0%N/A0.144%
2/13/2025 Advisory Services Network LLC2,127$219K0.0%-6.5%0.022%
2/13/2025 Cerity Partners LLC3,974$409K0.0%+39.7%0.041%
2/13/2025 Envestnet Asset Management Inc.815,688$84.05M0.0%+5.5%8.497%
2/13/2025 Wells Fargo & Company MN11,939$1.23M0.0%-5.8%0.124%
2/12/2025 Martin Worley Group8,744$901K0.6%N/A0.091%
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2/12/2025 O Shaughnessy Asset Management LLC5,358$552K0.0%+8,683.6%0.056%
2/12/2025 Pictet Asset Management Holding SA7,190$741K0.0%N/A0.075%
2/12/2025 JPMorgan Chase & Co.537,779$55.41M0.0%-6.3%5.602%
2/11/2025 LPL Financial LLC23,555$2.43M0.0%+1.6%0.245%
2/10/2025 Corient Private Wealth LLC24,967$2.57M0.0%-5.9%0.260%
2/10/2025 Commonwealth Equity Services LLC56,574$5.83M0.0%-0.3%0.589%
2/10/2025 EverSource Wealth Advisors LLC4,970$512K0.0%-2.7%0.052%
2/7/2025 AGF Management Ltd.4,500$464K0.0%-4.3%0.047%
2/7/2025 Retirement Capital Strategies18,807$1.94M0.7%-2.1%0.196%
2/7/2025 Independent Advisor Alliance27,208$2.80M0.0%N/A0.283%
(Data available from 1/1/2016 forward)

SUSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSL shares?

During the previous two years, 160 institutional investors and hedge funds held shares of iShares ESG MSCI USA Leaders ETF. The most heavily invested institutionals were Bank of Italy ($170.34M), Mercer Global Advisors Inc. ADV ($87.91M), Envestnet Asset Management Inc. ($66.77M), JPMorgan Chase & Co. ($55.41M), FMR LLC ($34.63M), Royal Bank of Canada ($33.58M), and Wealth Enhancement Advisory Services LLC ($23.01M).Learn more on SUSL's institutional investors.

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

Of the 130 institutional investors that purchased iShares ESG MSCI USA Leaders ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($303.77K), Mercer Global Advisors Inc. ADV ($303.20K), Sanctuary Advisors LLC ($105.45K), FMR LLC ($94.75K), Principal Financial Group Inc. ($84.03K), Allworth Financial LP ($80.23K), and Ellevest Inc. ($77.00K).

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

Institutional investors have bought a total of 2,016,076 shares in the last 24 months. This purchase volume represents approximately $177.55M in transactions.

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

Of the 91 institutional investors that sold iShares ESG MSCI USA Leaders ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Italy ($2.88M), JPMorgan Chase & Co. ($158.94K), Envestnet Asset Management Inc. ($118.79K), RPg Family Wealth Advisory LLC ($72.03K), Principal Financial Group Inc. ($56.36K), GeoWealth Management LLC ($32.92K), and Tcwp LLC ($30.80K).

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

Institutional investors have sold a total of 3,641,733 shares in the last 24 months. This volume of shares sold represents approximately $342.42M in transactions.


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This page (NASDAQ:SUSL) was last updated on 6/12/2025 by MarketBeat.com Staff
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