iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

-0.09 (-0.10%)
(As of 05/17/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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SUSL Institutional Buying and Selling by Quarter

iShares ESG MSCI USA Leaders ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 High Falls Advisors Inc4,643$436K0.1%-3.5%0.038%
5/16/2024 Sweeney & Michel LLC3,479$324K0.1%N/A0.028%
5/14/2024 CreativeOne Wealth LLC4,645$436K0.0%-20.5%0.038%
5/9/2024 Kingsview Wealth Management LLC27,725$2.60M0.1%+57.9%0.226%
5/4/2024 Csenge Advisory Group10,980$1.03M0.1%-1.4%0.090%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC73,938$6.94M0.2%-11.5%0.604%
5/2/2024 Better Money Decisions LLC3,957$371K0.3%N/A0.032%
5/1/2024 Mission Wealth Management LP12,698$1.19M0.0%N/A0.104%
4/30/2024 Private Advisor Group LLC8,398$788K0.0%-3.0%0.069%
4/30/2024 SWS Partners3,274$307K0.1%+7.3%0.027%
4/30/2024 Mayflower Financial Advisors LLC3,799$357K0.0%-22.8%0.031%
4/29/2024Commonwealth Equity Services LLC57,327$5.38M0.0%+11.7%0.468%
4/25/2024 Allworth Financial LP191,218$17.95M0.1%+4.7%1.561%
4/25/2024 W Advisors LLC72,858$6.84M4.7%-4.3%0.595%
4/25/2024 Lodestar Private Asset Management LLC2,293$215K0.0%-6.6%0.019%
4/23/2024 Strategic Blueprint LLC3,607$339K0.0%-22.8%0.029%
4/23/2024 Raymond James Financial Services Advisors Inc.14,298$1.34M0.0%-19.1%0.117%
4/22/2024 PFG Investments LLC3,083$289K0.0%N/A0.025%
4/19/2024 True Link Financial Advisors LLC5,926$556K0.1%-9.9%0.048%
4/18/2024 Horizon Wealth Management LLC2,214$208K0.1%N/A0.018%
4/18/2024 Omega Financial Group LLC20,976$1.97M0.8%-11.2%0.171%
4/16/2024 Firethorn Wealth Partners LLC5,124$481K0.3%-12.3%0.042%
4/16/2024 Wealth Enhancement Advisory Services LLC213,872$20.07M0.1%+5.9%1.746%
4/15/2024 Wealthcare Advisory Partners LLC5,524$518K0.0%-11.6%0.045%
4/15/2024 Brookstone Capital Management22,879$2.15M0.0%-5.6%0.187%
4/13/2024 Hoxton Planning & Management LLC2,245$211K0.1%N/A0.018%
4/10/2024 Park Avenue Securities LLC8,437$792K0.0%-3.5%0.069%
2/15/2024 Bluestem Financial Advisors LLC39,642$3.35M1.9%-2.2%0.299%
2/14/2024 Tcwp LLC7,528$635K1.8%+3.4%0.057%
2/14/2024 Retirement Capital Strategies30,051$2.54M1.1%+0.8%0.227%
2/14/2024 CFS Investment Advisory Services LLC17,943$1.51M0.3%-1.1%0.135%
2/9/2024 Advisory Services Network LLC3,626$306K0.0%+5.0%0.027%
2/9/2024 TSA Wealth Managment LLC4,874$411K0.2%N/A0.037%
2/9/2024 CreativeOne Wealth LLC5,842$493K0.0%-10.3%0.044%
2/9/2024 Corient Private Wealth LLC29,709$2.51M0.0%+1.4%0.224%
2/8/2024 Kingsview Wealth Management LLC17,561$1.48M0.0%+2.5%0.133%
2/8/2024 Kickstand Ventures LLC.21,908$1.85M0.5%-14.1%0.165%
2/8/2024 Apexium Financial LP2,772$234K0.0%N/A0.021%
2/8/2024 Your Advocates Ltd. LLP1,046$88K0.0%+453.4%0.008%
2/8/2024 RCS Financial Planning LLC2,425$205K0.1%-21.3%0.018%
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2/8/2024 Shared Vision Wealth Group LLC6,017$508K0.3%N/A0.045%
2/7/2024 One Capital Management LLC8,926$753K0.0%+3.4%0.067%
2/7/2024 AGF Management Ltd.5,100$430K0.0%+34.2%0.038%
2/6/2024 Private Advisor Group LLC8,658$731K0.0%+28.0%0.065%
2/6/2024 Wealthcare Advisory Partners LLC6,247$527K0.0%N/A0.047%
2/6/2024 W Advisors LLC76,108$6.42M4.8%-0.5%0.574%
2/6/2024 Millburn Ridgefield Corp3,126$264K0.0%N/A0.024%
2/6/2024 Bank of Italy4,955,251$418.12M13.7%-21.1%37.398%
2/6/2024 Robertson Stephens Wealth Management LLC35,537$3.00M0.2%+9.3%0.268%
2/5/2024First Ascent Asset Management LLC170,114$14.35M1.6%+20.7%1.284%
2/2/2024 Bfsg LLC28,475$2.40M0.3%+0.8%0.215%
1/31/2024 DT Investment Partners LLC491$43K0.0%-56.3%0.004%
1/30/2024 Wealth Alliance13,688$1.16M0.2%-0.9%0.103%
1/30/2024 Marino Stram & Associates LLC2,451$207K0.1%N/A0.018%
1/30/2024 United Asset Strategies Inc.4,674$394K0.0%-10.6%0.035%
1/29/2024 Lodestar Private Asset Management LLC2,455$207K0.0%N/A0.019%
1/29/2024 DHK Financial Advisors Inc.5,691$480K0.4%N/A0.043%
1/26/2024 Cerity Partners LLC2,910$246K0.0%N/A0.022%
1/25/2024 Strategic Blueprint LLC4,673$394K0.0%-15.2%0.035%
1/25/2024 Firethorn Wealth Partners LLC5,840$493K0.3%-7.3%0.044%
1/24/2024 Stratos Wealth Partners LTD.8,134$686K0.0%-5.6%0.061%
1/24/2024 Stratos Wealth Advisors LLC4,071$344K0.0%-8.3%0.031%
1/24/2024 Allworth Financial LP182,687$15.42M0.1%+8.8%1.379%
1/22/2024 SNS Financial Group LLC9,807$828K0.1%+1.5%0.074%
1/22/2024 Mayflower Financial Advisors LLC4,921$415K0.0%-23.4%0.037%
1/19/2024 True Link Financial Advisors LLC6,576$555K0.1%-59.7%0.050%
1/18/2024 McGlone Suttner Wealth Management Inc.1,039$88K0.0%N/A0.008%
1/18/2024 Values Added Financial LLC10,612$895K0.7%+65.0%0.080%
1/16/2024 Raymond James Financial Services Advisors Inc.17,664$1.49M0.0%+3.6%0.133%
1/16/2024Wealthsource Partners LLC99,750$8.42M0.5%-5.7%0.753%
1/12/2024My Legacy Advisors LLC15,449$1.31M0.5%-2.4%0.116%
1/11/2024 Brookstone Capital Management24,237$2.05M0.0%-7.8%0.182%
1/11/2024 Orgel Wealth Management LLC11,727$990K0.0%-6.4%0.088%
1/11/2024 Affinity Capital Advisors LLC3,813$322K0.1%-16.0%0.029%
1/11/2024 Cypress Wealth Services LLC16,990$1.43M0.4%-11.8%0.128%
1/11/2024 Dynamic Advisor Solutions LLC2,631$218K0.0%N/A0.020%
1/11/2024 Omega Financial Group LLC23,629$1.99M0.9%-1.0%0.178%
12/6/2023 Citigroup Inc.386$29K0.0%-37.8%0.003%
11/16/2023 Creative Planning234,980$17.72M0.0%+3.4%1.621%
11/16/2023 High Falls Advisors Inc4,501$339K0.1%N/A0.031%
11/15/2023 Integrated Wealth Concepts LLC68,907$5.20M0.1%-13.3%0.475%
11/15/2023 Mercer Global Advisors Inc. ADV476,935$35.97M0.1%+28.9%3.289%
11/14/2023 BOS Asset Management LLC2,872$217K0.2%N/A0.020%
11/14/2023 Mather Group LLC.17,715$1.34M0.0%+107.7%0.122%
11/13/2023 Regal Investment Advisors LLC3,226$243K0.0%-17.0%0.022%
11/13/2023 Retirement Capital Strategies29,820$2.25M1.1%+298.8%0.206%
11/13/2023 CI Investments Inc.5,894$444K0.0%+7.6%0.041%
11/13/2023 Robertson Stephens Wealth Management LLC32,518$2.46M0.2%+20.1%0.224%
11/13/2023 RPg Family Wealth Advisory LLC69,355$5.25M2.2%+8.4%0.478%
11/13/2023 FMR LLC99,326$7.49M0.0%+98.2%0.685%
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11/13/2023 Envestnet Asset Management Inc.436,614$32.93M0.0%+26.0%3.011%
11/13/2023 Bluestem Financial Advisors LLC40,534$3.06M1.9%+0.5%0.280%
11/13/2023Wealthsource Partners LLC105,813$7.98M0.5%-1.1%0.730%
11/9/2023 SWS Partners3,001$226K0.1%-5.4%0.021%
11/9/2023 Ellevest Inc.70,138$5.29M0.4%N/A0.484%
11/9/2023 One Capital Management LLC8,636$651K0.0%+2.7%0.060%
11/9/2023 Wealth Alliance13,812$1.04M0.2%+11.5%0.095%
11/8/2023First Ascent Asset Management LLC140,953$10.63M1.4%+12.6%0.972%
11/8/2023J.P. Morgan Private Wealth Advisors LLC7,231$545K0.0%-18.2%0.050%
11/8/2023 Avantax Advisory Services Inc.8,248$622K0.0%N/A0.057%
(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, 135 institutional investors and hedge funds held shares of iShares ESG MSCI USA Leaders ETF. The most heavily invested institutionals were Ilmarinen Mutual Pension Insurance Co ($2.00B), Bank of Italy ($418.12M), Westside Investment Management Inc. ($401.92M), Swiss RE Ltd. ($70.47M), JPMorgan Chase & Co. ($59.96M), Mercer Global Advisors Inc. ADV ($35.97M), and Envestnet Asset Management Inc. ($32.93M).Learn more on SUSL's institutional investors.

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

Of the 122 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: Bluestem Financial Advisors LLC ($1.54M), Ilmarinen Mutual Pension Insurance Co ($1.49M), JPMorgan Chase & Co. ($1.02M), Envestnet Asset Management Inc. ($733.53K), Swiss RE Ltd. ($653.50K), Mercer Global Advisors Inc. ADV ($333.35K), and Creative Planning ($153.73K).

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

Institutional investors have bought a total of 7,859,586 shares in the last 24 months. This purchase volume represents approximately $995.71M in transactions.

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

Of the 69 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: Bluestem Financial Advisors LLC ($1.53M), CFS Investment Advisory Services LLC ($1.35M), Bank of Italy ($1.33M), Envestnet Asset Management Inc. ($309.54K), JPMorgan Chase & Co. ($89.05K), Wealthsource Partners LLC ($78.82K), and Creative Planning ($56.64K).

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

Institutional investors have sold a total of 5,190,077 shares in the last 24 months. This volume of shares sold represents approximately $598.85M in transactions.

This page (NASDAQ:SUSL) was last updated on 5/20/2024 by Staff

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