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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$116.73 +1.71 (+1.49%)
Closing price 10/13/2025 03:57 PM Eastern
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$116.72 -0.02 (-0.01%)
As of 10/13/2025 04:10 PM 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)
95
Total
Institutional Inflows
(last 12 months)
$69.83M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$215.20M
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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
10/10/2025 SK Wealth Management LLC52,805$6.23M2.3%+20.7%0.673%
10/9/2025 Redhawk Wealth Advisors Inc.4,647$544K0.1%+10.5%0.059%
10/8/2025 Bluestem Financial Advisors LLC49,177$5.76M2.3%-0.8%0.626%
10/6/2025 Orgel Wealth Management LLC13,957$1.63M0.0%+1.4%0.178%
10/6/2025 Fragasso Financial Advisors Inc5,006$590K0.0%+8.4%0.064%
9/26/2025Corient Private Wealth LLC23,602$2.56M0.0%+2.0%0.273%
9/4/2025Osaic Holdings Inc.31,443$3.41M0.0%-11.6%0.364%
8/15/2025SkyView Investment Advisors LLC4,764$514K0.1%-2.3%0.055%
8/15/2025Corient Private Wealth LLC23,602$2.56M0.0%+2.0%0.273%
8/15/2025Obsido Oy11,647$1.26M1.0%+2.9%0.135%
8/15/2025Bank of America Corp DE59,741$6.47M0.0%-7.3%0.691%
8/14/2025Raymond James Financial Inc.46,871$5.08M0.0%+284.0%0.542%
8/14/2025Balance Wealth LLC3,747$406K0.2%-4.9%0.043%
8/14/2025Cerity Partners LLC2,845$308K0.0%-28.4%0.033%
8/13/2025Marshall Wace LLP3,084$334K0.0%N/A0.036%
8/13/2025GeoWealth Management LLC94,721$10.26M0.4%-14.9%1.095%
8/13/2025EverSource Wealth Advisors LLC4,445$482K0.0%-2.3%0.051%
8/13/2025Northwestern Mutual Wealth Management Co.22,546$2.44M0.0%-0.8%0.261%
8/12/2025CreativeOne Wealth LLC3,301$358K0.0%-9.3%0.038%
8/12/2025JPMorgan Chase & Co.460,643$49.91M0.0%-4.8%5.325%
8/8/2025Cetera Investment Advisers6,866$744K0.0%+52.3%0.079%
8/8/2025Creative Planning217,973$23.62M0.0%-3.3%2.520%
8/8/2025Omega Financial Group LLC22,327$2.42M0.9%+0.5%0.258%
8/8/2025PNC Financial Services Group Inc.985$107K0.0%+35.3%0.011%
8/8/2025United Asset Strategies Inc.4,378$474K0.0%+4.2%0.051%
8/8/2025Wealth Alliance LLC4,832$524K0.1%-24.4%0.056%
8/7/2025Allworth Financial LP189,743$20.56M0.1%+0.7%2.194%
8/6/2025AGF Management Ltd.3,600$390K0.0%-14.3%0.042%
8/6/2025Walkner Condon Financial Advisors LLC19,217$2.08M0.4%-1.3%0.222%
8/6/2025SouthState Corp6,154$667K0.0%+3.9%0.071%
8/6/2025First Horizon Advisors Inc.420$46K0.0%N/A0.005%
8/6/2025SNS Financial Group LLC12,010$1.30M0.1%+10.1%0.139%
8/5/2025Ellevest Inc.127,760$13.84M2.2%+7.1%1.477%
8/1/2025Envestnet Asset Management Inc.688,104$74.56M0.0%-1.3%7.955%
7/30/2025Strategic Blueprint LLC3,065$332K0.0%-7.3%0.035%
7/30/2025Brookstone Capital Management18,312$1.98M0.0%-6.8%0.212%
7/29/2025Stratos Wealth Partners LTD.7,687$833K0.0%-3.4%0.089%
7/29/2025Angeles Wealth Management LLC567$61K0.0%N/A0.007%
7/29/2025Horst & Graben Wealth Management LLC2,152$233K0.0%N/A0.025%
7/28/2025WealthPlan Investment Management LLC6,480$702K0.1%N/A0.075%
7/28/2025Harbour Investments Inc.267$29K0.0%-50.0%0.003%
7/25/2025MGO One Seven LLC9,588$1.04M0.0%-14.0%0.111%
7/25/2025CWM LLC850$92K0.0%+22.5%0.010%
7/24/2025Robertson Stephens Wealth Management LLC63,663$6.90M0.2%-2.2%0.736%
7/23/2025Sax Wealth Advisors LLC24,945$2.70M0.2%-4.3%0.288%
7/23/2025Friedenthal Financial7,880$854K0.5%-44.9%0.091%
7/23/2025 Bluestem Financial Advisors LLC49,563$5.37M2.3%-4.6%0.573%
7/22/2025Relyea Zuckerberg Hanson LLC4,719$511K0.1%N/A0.055%
7/22/2025Duncan Williams Asset Management LLC19,372$2.10M0.3%N/A0.224%
7/22/2025Kickstand Ventures LLC.19,372$2.10M0.5%-7.3%0.224%
7/22/2025Wealthcare Advisory Partners LLC7,538$817K0.0%+11.6%0.087%
7/22/2025Apexium Financial LP4,509$489K0.0%+34.8%0.052%
7/21/2025Triad Wealth Partners LLC2,050$222K0.0%N/A0.024%
7/21/2025Cliftonlarsonallen Wealth Advisors LLC80,013$8.67M0.1%-2.2%0.925%
7/17/2025One Wealth Advisors LLC64,996$7.04M1.0%-7.4%0.751%
7/16/2025Perigon Wealth Management LLC5,622$609K0.0%-5.5%0.065%
7/15/2025Mather Group LLC.17,252$1.87M0.0%+5.1%0.199%
7/15/2025RVW Wealth LLC5,632$610K0.1%+81.0%0.065%
7/15/2025IMS Capital Management7,213$782K0.4%N/A0.083%
7/14/2025Foster Group Inc.3,495$379K0.0%+6.4%0.040%
7/14/2025Park Avenue Securities LLC7,031$762K0.0%+2.6%0.081%
7/11/2025Bond & Devick Financial Network Inc.13,229$1.43M0.5%+5.4%0.153%
7/11/2025 Ridgeline Wealth LLC2,560$277K0.2%-10.7%0.030%
7/11/2025Farther Finance Advisors LLC13,927$1.51M0.0%-8.1%0.161%
7/11/2025My Legacy Advisors LLC9,025$990K0.4%-2.9%0.104%
7/11/2025Diversified Trust Co2,561$277K0.0%-17.0%0.030%
7/10/2025 Orgel Wealth Management LLC13,770$1.49M0.0%+3.9%0.159%
7/10/2025 Redhawk Wealth Advisors Inc.4,205$456K0.1%+7.3%0.049%
7/10/2025Wealth Enhancement Advisory Services LLC241,388$26.43M0.0%+0.5%2.791%
7/10/2025 SK Wealth Management LLC43,736$4.78M2.1%+2.2%0.506%
7/9/2025 Affinity Capital Advisors LLC10,581$1.15M0.2%-2.7%0.122%
7/9/2025 Fragasso Financial Advisors Inc4,620$501K0.0%+9.8%0.053%
7/9/2025 Beacon Financial Group5,443$590K0.1%-6.3%0.063%
6/27/2025Goldman Sachs Group Inc.34,400$3.30M0.0%-15.2%0.391%
5/16/2025Ashton Thomas Private Wealth LLC15,765$1.51M0.1%-0.6%0.179%
5/16/2025Goldman Sachs Group Inc.34,400$3.30M0.0%-15.2%0.391%
5/16/2025Jones Financial Companies Lllp3,865$370K0.0%+253.6%0.044%
5/16/2025Integrated Wealth Concepts LLC43,700$4.19M0.0%-3.3%0.497%
5/15/2025Obsido Oy11,315$1.08M0.9%N/A0.129%
5/15/2025Royal Bank of Canada350,504$33.58M0.0%+0.5%3.983%
5/15/2025Clarity Asset Management Inc.1,475$141K0.1%+17.2%0.017%
5/14/2025Northwestern Mutual Wealth Management Co.22,725$2.18M0.0%+9.7%0.258%
5/14/2025Sax Wealth Advisors LLC26,063$2.50M0.2%-7.6%0.296%
5/14/2025Flow Traders U.S. LLC15,568$1.49M0.1%N/A0.177%
5/13/2025Aptus Capital Advisors LLC42,520$4.07M0.0%-2.3%0.483%
5/13/2025EverSource Wealth Advisors LLC4,551$436K0.0%-8.4%0.052%
5/13/2025Financial Network Wealth Advisors LLC696$67K0.1%N/A0.008%
5/13/2025Elevation Capital Advisory LLC2,250$216K0.1%N/A0.026%
5/12/2025SouthState Corp5,921$567K0.0%N/A0.067%
5/9/2025Kickstand Ventures LLC.20,904$2.00M0.5%+9.4%0.238%
5/8/2025RVW Wealth LLC3,112$298K0.0%N/A0.035%
5/7/2025LPL Financial LLC22,016$2.11M0.0%-6.5%0.250%
5/7/2025HB Wealth Management LLC6,095$584K0.0%+97.0%0.069%
5/6/2025Cetera Investment Advisers4,508$432K0.0%-14.8%0.051%
5/6/2025One Wealth Advisors LLC70,164$6.72M1.0%-14.5%0.797%
5/5/2025Bluestem Financial Advisors LLC51,973$4.98M2.3%+0.2%0.591%
5/5/2025Wealth Alliance LLC6,388$612K0.1%-3.2%0.073%
5/5/2025SNS Financial Group LLC10,910$1.05M0.1%-1.1%0.124%
5/5/2025Csenge Advisory Group8,898$810K0.0%-7.5%0.101%
5/5/2025Private Advisor Group LLC5,646$541K0.0%-35.1%0.064%
(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, 166 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. ($74.56M), JPMorgan Chase & Co. ($49.91M), FMR LLC ($34.63M), Royal Bank of Canada ($33.58M), and Wealth Enhancement Advisory Services LLC ($26.43M).Learn more on iShares ESG MSCI USA Leaders ETF's institutional investors.

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

Of the 134 institutional investors that purchased iShares ESG MSCI USA Leaders ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($208.91K), Mercer Global Advisors Inc. ADV ($208.64K), Sanctuary Advisors LLC ($105.45K), FMR LLC ($94.75K), Ellevest Inc. ($85.42K), Principal Financial Group Inc. ($84.03K), and Raymond James Financial Inc. ($62.24K).

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

Institutional investors have bought a total of 681,400 shares in the last 24 months. This purchase volume represents approximately $69.83M in transactions.

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

Of the 80 institutional investors that sold iShares ESG MSCI USA Leaders ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Italy ($1.55M), Envestnet Asset Management Inc. ($127.58K), JPMorgan Chase & Co. ($93.20K), RPg Family Wealth Advisory LLC ($71.62K), GeoWealth Management LLC ($49.54K), Principal Financial Group Inc. ($19.74K), and Sanctuary Advisors LLC ($18.47K).

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

Institutional investors have sold a total of 2,098,755 shares in the last 24 months. This volume of shares sold represents approximately $215.20M in transactions.


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This page (NASDAQ:SUSL) was last updated on 10/14/2025 by MarketBeat.com Staff
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