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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$114.81 +0.06 (+0.05%)
Closing price 09/12/2025 03:54 PM Eastern
Extended Trading
$114.83 +0.02 (+0.02%)
As of 09/12/2025 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)
97
Total
Institutional Inflows
(last 12 months)
$69.63M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$215.32M
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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
9/4/2025 Osaic Holdings Inc.31,443$3.41M0.0%-11.6%0.364%
8/15/2025 SkyView Investment Advisors LLC4,764$514K0.1%-2.3%0.055%
8/15/2025 Corient Private Wealth LLC23,602$2.56M0.0%+2.0%0.273%
8/15/2025 Obsido Oy11,647$1.26M1.0%+2.9%0.135%
8/15/2025 Bank of America Corp DE59,741$6.47M0.0%-7.3%0.691%
8/14/2025 Raymond James Financial Inc.46,871$5.08M0.0%+284.0%0.542%
8/14/2025 Balance Wealth LLC3,747$406K0.2%-4.9%0.043%
8/14/2025 Cerity Partners LLC2,845$308K0.0%-28.4%0.033%
8/13/2025 Marshall Wace LLP3,084$334K0.0%N/A0.036%
8/13/2025 GeoWealth Management LLC94,721$10.26M0.4%-14.9%1.095%
8/13/2025 EverSource Wealth Advisors LLC4,445$482K0.0%-2.3%0.051%
8/13/2025 Northwestern Mutual Wealth Management Co.22,546$2.44M0.0%-0.8%0.261%
8/12/2025 CreativeOne Wealth LLC3,301$358K0.0%-9.3%0.038%
8/12/2025 JPMorgan Chase & Co.460,643$49.91M0.0%-4.8%5.325%
8/8/2025 Cetera Investment Advisers6,866$744K0.0%+52.3%0.079%
8/8/2025 Creative Planning217,973$23.62M0.0%-3.3%2.520%
8/8/2025 Omega Financial Group LLC22,327$2.42M0.9%+0.5%0.258%
8/8/2025 PNC Financial Services Group Inc.985$107K0.0%+35.3%0.011%
8/8/2025 United Asset Strategies Inc.4,378$474K0.0%+4.2%0.051%
8/8/2025 Wealth Alliance LLC4,832$524K0.1%-24.4%0.056%
8/7/2025 Allworth Financial LP189,743$20.56M0.1%+0.7%2.194%
8/6/2025 AGF Management Ltd.3,600$390K0.0%-14.3%0.042%
8/6/2025 Walkner Condon Financial Advisors LLC19,217$2.08M0.4%-1.3%0.222%
8/6/2025 SouthState Corp6,154$667K0.0%+3.9%0.071%
8/6/2025 First Horizon Advisors Inc.420$46K0.0%N/A0.005%
8/6/2025 SNS Financial Group LLC12,010$1.30M0.1%+10.1%0.139%
8/5/2025 Ellevest Inc.127,760$13.84M2.2%+7.1%1.477%
8/1/2025 Envestnet Asset Management Inc.688,104$74.56M0.0%-1.3%7.955%
7/30/2025 Strategic Blueprint LLC3,065$332K0.0%-7.3%0.035%
7/30/2025 Brookstone Capital Management18,312$1.98M0.0%-6.8%0.212%
7/29/2025 Stratos Wealth Partners LTD.7,687$833K0.0%-3.4%0.089%
7/29/2025 Angeles Wealth Management LLC567$61K0.0%N/A0.007%
7/29/2025 Horst & Graben Wealth Management LLC2,152$233K0.0%N/A0.025%
7/28/2025 WealthPlan Investment Management LLC6,480$702K0.1%N/A0.075%
7/28/2025 Harbour Investments Inc.267$29K0.0%-50.0%0.003%
7/25/2025 MGO One Seven LLC9,588$1.04M0.0%-14.0%0.111%
7/25/2025 CWM LLC850$92K0.0%+22.5%0.010%
7/24/2025 Robertson Stephens Wealth Management LLC63,663$6.90M0.2%-2.2%0.736%
7/23/2025 Sax Wealth Advisors LLC24,945$2.70M0.2%-4.3%0.288%
7/23/2025 Friedenthal Financial7,880$854K0.5%-44.9%0.091%
7/23/2025 Bluestem Financial Advisors LLC49,563$5.37M2.3%-4.6%0.573%
7/22/2025 Relyea Zuckerberg Hanson LLC4,719$511K0.1%N/A0.055%
7/22/2025 Duncan Williams Asset Management LLC19,372$2.10M0.3%N/A0.224%
7/22/2025 Kickstand Ventures LLC.19,372$2.10M0.5%-7.3%0.224%
7/22/2025 Wealthcare Advisory Partners LLC7,538$817K0.0%+11.6%0.087%
7/22/2025 Apexium Financial LP4,509$489K0.0%+34.8%0.052%
7/21/2025 Triad Wealth Partners LLC2,050$222K0.0%N/A0.024%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC80,013$8.67M0.1%-2.2%0.925%
7/17/2025 One Wealth Advisors LLC64,996$7.04M1.0%-7.4%0.751%
7/16/2025 Perigon Wealth Management LLC5,622$609K0.0%-5.5%0.065%
7/15/2025 Mather Group LLC.17,252$1.87M0.0%+5.1%0.199%
7/15/2025 RVW Wealth LLC5,632$610K0.1%+81.0%0.065%
7/15/2025 IMS Capital Management7,213$782K0.4%N/A0.083%
7/14/2025 Foster Group Inc.3,495$379K0.0%+6.4%0.040%
7/14/2025 Park Avenue Securities LLC7,031$762K0.0%+2.6%0.081%
7/11/2025 Bond & 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%
7/11/2025 Farther Finance Advisors LLC13,927$1.51M0.0%-8.1%0.161%
7/11/2025 My Legacy Advisors LLC9,025$990K0.4%-2.9%0.104%
7/11/2025 Diversified 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%
7/10/2025 Wealth 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%
6/27/2025 Goldman 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%
5/5/2025Nwam LLC2,436$233K0.0%-21.3%0.028%
5/2/2025Mayflower Financial Advisors LLC3,222$309K0.0%-15.5%0.037%
5/2/2025Shared Vision Wealth Group LLC4,490$430K0.2%-11.9%0.051%
5/2/2025Landaas & Co. WI ADV3,154$302K0.1%N/A0.036%
5/2/2025Firestone Capital Management2,811$269K0.1%-3.8%0.032%
5/1/2025CWM LLC694$66K0.0%+143.5%0.008%
(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 680,962 shares in the last 24 months. This purchase volume represents approximately $69.63M 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 2,099,941 shares in the last 24 months. This volume of shares sold represents approximately $215.32M in transactions.


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This page (NASDAQ:SUSL) was last updated on 9/14/2025 by MarketBeat.com Staff
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