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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

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(As of 04/24/2024 ET)
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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)
74
Total
Institutional Inflows
(last 12 months)
$321.29M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$181.93M
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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
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%
2/14/2024Tcwp LLC7,528$635K1.8%+3.4%0.057%
2/14/2024Retirement Capital Strategies30,051$2.54M1.1%+0.8%0.227%
2/14/2024CFS Investment Advisory Services LLC17,943$1.51M0.3%-1.1%0.135%
2/9/2024Advisory Services Network LLC3,626$306K0.0%+5.0%0.027%
2/9/2024TSA Wealth Managment LLC4,874$411K0.2%N/A0.037%
2/9/2024CreativeOne Wealth LLC5,842$493K0.0%-10.3%0.044%
2/9/2024Corient Private Wealth LLC29,709$2.51M0.0%+1.4%0.224%
2/8/2024Kingsview Wealth Management LLC17,561$1.48M0.0%+2.5%0.133%
2/8/2024Kickstand Ventures LLC.21,908$1.85M0.5%-14.1%0.165%
2/8/2024 Apexium Financial LP2,772$234K0.0%N/A0.021%
2/8/2024Your Advocates Ltd. LLP1,046$88K0.0%+453.4%0.008%
2/8/2024RCS Financial Planning LLC2,425$205K0.1%-21.3%0.018%
2/8/2024Shared Vision Wealth Group LLC6,017$508K0.3%N/A0.045%
2/7/2024One Capital Management LLC8,926$753K0.0%+3.4%0.067%
2/7/2024AGF Management Ltd.5,100$430K0.0%+34.2%0.038%
2/6/2024Private Advisor Group LLC8,658$731K0.0%+28.0%0.065%
2/6/2024 Wealthcare Advisory Partners LLC6,247$527K0.0%N/A0.047%
2/6/2024W Advisors LLC76,108$6.42M4.8%-0.5%0.574%
2/6/2024Millburn Ridgefield Corp3,126$264K0.0%N/A0.024%
2/6/2024Bank of Italy4,955,251$418.12M13.7%-21.1%37.398%
2/6/2024Robertson 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%
1/31/2024DT Investment Partners LLC491$43K0.0%-56.3%0.004%
1/30/2024Wealth Alliance13,688$1.16M0.2%-0.9%0.103%
1/30/2024Marino Stram & Associates LLC2,451$207K0.1%N/A0.018%
1/30/2024 United Asset Strategies Inc.4,674$394K0.0%-10.6%0.035%
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1/29/2024Lodestar Private Asset Management LLC2,455$207K0.0%N/A0.019%
1/29/2024DHK Financial Advisors Inc.5,691$480K0.4%N/A0.043%
1/26/2024Cerity 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%
1/24/2024Allworth Financial LP182,687$15.42M0.1%+8.8%1.379%
1/22/2024SNS Financial Group LLC9,807$828K0.1%+1.5%0.074%
1/22/2024Mayflower 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%
1/18/2024Values 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%
12/6/2023Citigroup Inc.386$29K0.0%-37.8%0.003%
11/16/2023Creative Planning234,980$17.72M0.0%+3.4%1.621%
11/16/2023High Falls Advisors Inc4,501$339K0.1%N/A0.031%
11/15/2023Integrated Wealth Concepts LLC68,907$5.20M0.1%-13.3%0.475%
11/15/2023Mercer Global Advisors Inc. ADV476,935$35.97M0.1%+28.9%3.289%
11/14/2023BOS Asset Management LLC2,872$217K0.2%N/A0.020%
11/14/2023 Mather Group LLC.17,715$1.34M0.0%+107.7%0.122%
11/13/2023Regal Investment Advisors LLC3,226$243K0.0%-17.0%0.022%
11/13/2023Retirement Capital Strategies29,820$2.25M1.1%+298.8%0.206%
11/13/2023CI Investments Inc.5,894$444K0.0%+7.6%0.041%
11/13/2023Robertson Stephens Wealth Management LLC32,518$2.46M0.2%+20.1%0.224%
11/13/2023RPg Family Wealth Advisory LLC69,355$5.25M2.2%+8.4%0.478%
11/13/2023FMR LLC99,326$7.49M0.0%+98.2%0.685%
11/13/2023Envestnet 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%
11/9/2023SWS Partners3,001$226K0.1%-5.4%0.021%
11/9/2023Ellevest Inc.70,138$5.29M0.4%N/A0.484%
11/9/2023One Capital Management LLC8,636$651K0.0%+2.7%0.060%
11/9/2023Wealth 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%
11/8/2023Avantax Advisory Services Inc.8,248$622K0.0%N/A0.057%
11/7/2023 United Asset Strategies Inc.5,230$394K0.1%+9.5%0.036%
11/7/2023Kingsview Wealth Management LLC17,135$1.29M0.0%N/A0.118%
11/7/2023Goodwin Investment Advisory5,279$398K0.2%-7.2%0.036%
11/7/2023Firestone Capital Management3,106$234K0.1%+11.2%0.021%
11/6/2023Wharton Business Group LLC5,480$413K0.0%-17.3%0.038%
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11/6/2023Ieq Capital LLC4,670$352K0.0%+4.2%0.032%
11/4/2023EverSource Wealth Advisors LLC5,193$392K0.0%-10.3%0.036%
11/3/2023Private Advisor Group LLC6,763$510K0.0%+3.4%0.047%
11/3/2023RCS Financial Planning LLC3,082$234K0.2%-9.1%0.021%
11/3/2023 Compass Ion Advisors LLC9,600$724K0.1%N/A0.066%
11/2/2023Principal Financial Group Inc.122,789$9.26M0.0%+58.6%0.850%
11/1/2023Csenge Advisory Group15,056$1.14M0.1%-18.3%0.104%
11/1/2023Nwam LLC3,968$299K0.0%N/A0.027%
10/31/2023Allworth Financial LP167,854$12.66M0.1%+24.6%1.162%
10/30/2023 True Link Financial Advisors LLC16,305$1.23M0.1%-32.7%0.113%
(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, 143 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), Mizuho Bank Ltd. ($95.03M), Swiss RE Ltd. ($70.47M), JPMorgan Chase & Co. ($59.96M), and 55I LLC ($37.88M).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: Bluestem Financial Advisors LLC ($1.54M), Ilmarinen Mutual Pension Insurance Co ($1.49M), Mizuho Bank Ltd. ($1.20M), JPMorgan Chase & Co. ($1.02M), Envestnet Asset Management Inc. ($738.13K), Swiss RE Ltd. ($653.50K), and 55I LLC ($416.64K).

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

Institutional investors have bought a total of 9,731,770 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

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

Of the 68 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: Ilmarinen Mutual Pension Insurance Co ($1.71M), Bluestem Financial Advisors LLC ($1.53M), CFS Investment Advisory Services LLC ($1.35M), Bank of Italy ($1.33M), Envestnet Asset Management Inc. ($309.54K), True Link Financial Advisors LLC ($119.78K), and JPMorgan Chase & Co. ($89.05K).

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

Institutional investors have sold a total of 6,967,874 shares in the last 24 months. This volume of shares sold represents approximately $881.44M in transactions.


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This page (NASDAQ:SUSL) was last updated on 4/25/2024 by MarketBeat.com Staff

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