Free Trial
→ Crypto’s crashing…but we’re still profiting (From Crypto Swap Profits) (Ad) Buy SUSL Stock  Free SUSL Stock Alerts

iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$94.09 +1.77 (+1.92%)
As of 04/24/2025 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$91.33M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$194.08M
Get SUSL Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG MSCI USA Leaders ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SUSL Institutional Buying and Selling by Quarter

iShares ESG MSCI USA Leaders ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2025Diversified 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%
3/27/2025Milestone 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%
2/25/2025Armis Advisers LLC2,555$263K0.0%N/A0.027%
2/17/2025Royal Bank of Canada348,647$35.93M0.0%-0.8%3.632%
2/17/2025Humankind Investments LLC4,105$424K0.1%N/A0.043%
2/17/2025Ellevest Inc.110,771$11.41M0.7%+6.6%1.154%
2/17/2025Cetera Investment Advisers5,289$545K0.0%+2.9%0.055%
2/17/2025Captrust Financial Advisors4,847$499K0.0%-20.3%0.050%
2/17/2025Citadel Advisors LLC9,002$928K0.0%+282.9%0.094%
2/17/2025Bank of America Corp DE68,583$7.07M0.0%-3.8%0.714%
2/17/2025Aptus Capital Advisors LLC43,526$4.49M0.0%-0.6%0.453%
2/14/2025Mercer Global Advisors Inc. ADV853,156$87.91M0.2%+3.3%8.887%
2/14/2025Integrated Wealth Concepts LLC45,199$4.66M0.1%-1.7%0.471%
2/14/2025MGO One Seven LLC8,309$856K0.0%+3.5%0.087%
2/14/2025Stifel Financial Corp7,916$816K0.0%-6.3%0.082%
2/14/2025OneDigital Investment Advisors LLC84,139$8.67M0.1%-11.8%0.876%
2/14/2025GeoWealth Management LLC135,106$13.92M0.5%-19.6%1.407%
2/13/2025Regal Investment Advisors LLC3,064$316K0.0%-5.1%0.032%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/13/2025CreativeOne Wealth LLC3,558$367K0.0%-23.5%0.037%
2/13/2025Raymond James Financial Inc.13,785$1.42M0.0%N/A0.144%
2/13/2025Advisory Services Network LLC2,127$219K0.0%-6.5%0.022%
2/13/2025Cerity Partners LLC3,974$409K0.0%+39.7%0.041%
2/13/2025Envestnet Asset Management Inc.815,688$84.05M0.0%+5.5%8.497%
2/13/2025Wells Fargo & Company MN11,939$1.23M0.0%-5.8%0.124%
2/12/2025 Martin Worley Group8,744$901K0.6%N/A0.091%
2/12/2025O Shaughnessy Asset Management LLC5,358$552K0.0%+8,683.6%0.056%
2/12/2025Pictet Asset Management Holding SA7,190$741K0.0%N/A0.075%
2/12/2025JPMorgan Chase & Co.537,779$55.41M0.0%-6.3%5.602%
2/11/2025LPL Financial LLC23,555$2.43M0.0%+1.6%0.245%
2/10/2025Corient Private Wealth LLC24,967$2.57M0.0%-5.9%0.260%
2/10/2025Commonwealth Equity Services LLC56,574$5.83M0.0%-0.3%0.589%
2/10/2025EverSource Wealth Advisors LLC4,970$512K0.0%-2.7%0.052%
2/7/2025AGF Management Ltd.4,500$464K0.0%-4.3%0.047%
2/7/2025Retirement Capital Strategies18,807$1.94M0.7%-2.1%0.196%
2/7/2025Independent Advisor Alliance27,208$2.80M0.0%N/A0.283%
2/7/2025Ashton Thomas Private Wealth LLC15,864$1.64M0.1%N/A0.165%
2/6/2025Raymond James Financial Inc.13,785$1.42M0.0%N/A0.144%
2/6/2025Triad Wealth Partners LLC2,050$211K0.1%N/A0.021%
2/6/2025Jones Financial Companies Lllp1,093$113K0.0%+383.6%0.011%
2/5/2025US Bancorp DE1,028$106K0.0%-51.0%0.011%
2/5/2025 Veridan Wealth LLC3,856$400K0.2%N/A0.040%
2/4/2025Wharton Business Group LLC3,875$399K0.0%-22.3%0.040%
2/4/2025Wealthspire Advisors LLC11,988$1.24M0.0%-49.9%0.125%
2/3/2025Wealth Alliance6,601$680K0.1%+1.9%0.069%
2/3/2025SNS Financial Group LLC11,029$1.14M0.1%-12.0%0.115%
2/3/2025Private Advisor Group LLC8,704$897K0.0%+6.1%0.091%
1/31/2025Sanctuary Advisors LLC86,980$9.15M0.1%-2.9%0.906%
1/31/2025Principal Financial Group Inc.111,030$11.44M0.0%+11.1%1.157%
1/30/2025Csenge Advisory Group9,619$991K0.1%-5.4%0.100%
1/30/2025Allworth Financial LP186,617$20.05M0.1%-4.4%1.944%
1/30/2025Bluestem Financial Advisors LLC51,847$5.34M2.5%+2.7%0.540%
1/30/2025 Walkner Condon Financial Advisors LLC17,919$1.85M0.4%+20.1%0.187%
1/30/2025Values Added Financial LLC15,119$1.56M0.9%+22.2%0.157%
1/29/2025Vested Financial Planning LLC5,169$533K0.5%N/A0.054%
1/28/2025Keystone Financial Group Inc.525$54K0.0%N/A0.005%
1/27/2025 GHP Investment Advisors Inc.320$33K0.0%-44.3%0.003%
1/27/2025 Robertson Stephens Wealth Management LLC60,052$6.19M0.2%+59.0%0.626%
1/27/2025Stratos Wealth Advisors LLC4,500$464K0.0%+7.8%0.047%
1/27/2025Stratos Wealth Partners LTD.9,121$940K0.0%+17.6%0.095%
1/24/2025One Wealth Advisors LLC82,052$8.46M1.3%+0.2%0.855%
1/24/2025 Better Money Decisions LLC2,797$288K0.2%-12.0%0.029%
1/23/2025Strategic Blueprint LLC3,306$341K0.0%-5.6%0.034%
1/22/2025W Advisors LLC70,263$7.24M4.5%-2.0%0.732%
1/22/2025United Asset Strategies Inc.4,264$439K0.0%-2.9%0.044%
1/22/2025 Kingswood Wealth Advisors LLC3,858$398K0.0%N/A0.040%
1/22/2025 PFG Investments LLC4,059$418K0.0%+7.2%0.042%
1/21/2025Novare Capital Management LLC4,090$421K0.0%-2.4%0.043%
1/21/2025CFS Investment Advisory Services LLC17,152$1.77M0.2%-3.1%0.179%
Real Americans Don’t Wait on Wall Street’s Next Move (Ad)

What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart. Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs. And you don't have to stand by while Wall Street plays roulette with your future.

The Golden Path to Retirement gives you the whole story.
1/16/2025 My Legacy Advisors LLC9,946$1.04M0.4%-4.9%0.104%
1/15/2025 Orgel Wealth Management LLC11,570$1.19M0.0%-1.6%0.121%
1/15/2025HB Wealth Management LLC3,094$319K0.0%-4.4%0.032%
1/15/2025Sax Wealth Advisors LLC28,196$2.91M0.2%-2.0%0.294%
1/15/2025 First Pacific Financial1,680$173K0.0%+180.0%0.018%
1/15/2025Omega Financial Group LLC20,468$2.11M0.8%-2.5%0.213%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC71,585$7.38M0.1%+0.8%0.746%
1/14/2025 Bank of Italy1,653,185$170.34M8.5%-48.4%17.221%
1/14/2025 Park Avenue Securities LLC6,848$706K0.0%-17.0%0.071%
1/13/2025 Horizon Wealth Management LLC2,629$271K0.0%+16.9%0.027%
(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, 156 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 ($170.34M), Mercer Global Advisors Inc. ADV ($87.91M), Envestnet Asset Management Inc. ($84.05M), JPMorgan Chase & Co. ($55.41M), Royal Bank of Canada ($35.93M), and FMR LLC ($34.63M).Learn more on SUSL's institutional investors.

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

Of the 128 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: Ilmarinen Mutual Pension Insurance Co ($1.49M), Envestnet Asset Management Inc. ($303.77K), Mercer Global Advisors Inc. ADV ($303.20K), Principal Financial Group Inc. ($161.44K), Sanctuary Advisors LLC ($105.45K), FMR LLC ($94.75K), and Allworth Financial LP ($78.50K).

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

Institutional investors have bought a total of 3,645,503 shares in the last 24 months. This purchase volume represents approximately $412.62M in transactions.

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

Of the 87 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), Envestnet Asset Management Inc. ($309.54K), JPMorgan Chase & Co. ($158.94K), RPg Family Wealth Advisory LLC ($72.03K), Principal Financial Group Inc. ($36.62K), GeoWealth Management LLC ($32.92K), and True Link Financial Advisors LLC ($31.32K).

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

Institutional investors have sold a total of 3,819,595 shares in the last 24 months. This volume of shares sold represents approximately $376.01M in transactions.


Related Companies

This page (NASDAQ:SUSL) was last updated on 4/25/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Feds Just Admitted It—They Can Take Your Cash
Here’s the cold truth: If your money is sitting idle in a bank account, it’s vulnerable. That’s why thousan...
Priority Gold | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
"I'm risking my reputation on this"
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored