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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$127.27 +0.83 (+0.66%)
As of 04:00 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)
$49.84M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$211.34M
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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
5/5/2026Sanctuary Advisors LLC79,626$9.05M0.0%+0.8%0.937%
4/30/2026 Kestra Advisory Services LLC2,086$237K0.0%+215.6%0.025%
4/30/2026 Your Advocates Ltd. LLP1,417$161K0.0%+166.4%0.017%
4/30/2026 Personal CFO Solutions LLC2,104$239K0.0%N/A0.025%
4/30/2026 CFS Investment Advisory Services LLC15,742$1.96M0.1%-1.6%0.185%
4/30/2026 W Advisors LLC53,299$6.06M3.1%-6.4%0.627%
4/30/2026 Bluestem Financial Advisors LLC49,270$5.60M2.2%+0.3%0.580%
4/28/2026 Walkner Condon Financial Advisors LLC17,023$1.93M0.3%+0.7%0.200%
4/27/2026 HB Wealth Management LLC19,057$2.17M0.0%+12.2%0.224%
4/27/2026 PFG Investments LLC5,567$632K0.0%+18.8%0.065%
4/23/2026 Bigelow Investment Advisors LLC2,810$319K0.1%N/A0.033%
4/22/2026 Trilogy Capital Inc.78,073$8.87M0.4%N/A0.919%
4/21/2026 Balance Wealth LLC3,156$359K0.1%-5.4%0.037%
4/17/2026 Novare Capital Management LLC3,638$413K0.0%-3.1%0.043%
4/17/2026 Sweeney & Michel LLC3,348$401K0.1%-11.1%0.039%
4/17/2026 Brookstone Capital Management21,639$2.46M0.0%+4.3%0.255%
4/16/2026 Diversified Trust Co1,901$216K0.0%-5.2%0.022%
3/9/2026Corient Private Wealth LLC19,108$2.32M0.0%-28.2%0.225%
2/20/2026Sunbelt Securities Inc.1,709$207K0.0%+16.7%0.020%
2/19/2026Corient Private Wealth LLC19,108$2.32M0.0%-28.2%0.225%
2/18/2026Mercer Global Advisors Inc. ADV732,489$88.83M0.1%-7.5%8.618%
2/18/2026Beacon Pointe Advisors LLC2,506$304K0.0%-16.7%0.029%
2/18/2026EP Wealth Advisors LLC2,819$342K0.0%N/A0.033%
2/18/2026SkyView Investment Advisors LLC4,262$517K0.1%-8.7%0.050%
2/18/2026Crusonia Wealth Advisors LLC6,350$770K0.2%N/A0.075%
2/18/2026Obsido Oy13,367$1.62M1.0%+8.1%0.157%
2/17/2026Cetera Investment Advisers16,217$1.97M0.0%-1.2%0.191%
2/17/2026Equitable Holdings Inc.17,937$2.18M0.0%+8.4%0.211%
2/17/2026GeoWealth Management LLC56,439$6.84M0.3%-35.0%0.664%
2/17/2026Osaic Holdings Inc.29,684$3.60M0.0%-4.9%0.349%
2/17/2026Captrust Financial Advisors2,688$326K0.0%-16.7%0.032%
2/17/2026Royal Bank of Canada375,313$45.51M0.0%-0.9%4.415%
2/16/2026 MML Investors Services LLC2,880$349K0.0%+7.4%0.034%
2/16/2026Mariner LLC4,598$558K0.0%+4.3%0.054%
2/13/2026 Kestra Advisory Services LLC661$80K0.0%N/A0.008%
2/13/2026CreativeOne Wealth LLC2,866$347K0.0%-3.1%0.034%
2/13/2026Stifel Financial Corp7,695$933K0.0%-1.1%0.091%
2/13/2026Integrated Wealth Concepts LLC42,861$5.20M0.1%-2.3%0.504%
2/13/2026Wells Fargo & Company MN23,507$2.85M0.0%-2.1%0.277%
2/13/2026 Wealthspire Advisors LLC17,129$2.08M0.0%+42.3%0.202%
2/12/2026CI Investments Inc.3,619$439K0.0%+9.0%0.043%
2/12/2026 Commonwealth Equity Services LLC55,787$6.77M0.0%-8.7%0.656%
2/12/2026 SmartHarvest Portfolios LLC4,655$564K0.2%N/A0.055%
2/11/2026LPL Financial LLC26,053$3.16M0.0%+3.1%0.307%
2/11/2026O Shaughnessy Asset Management LLC7,679$931K0.0%+6.0%0.090%
2/11/2026JPMorgan Chase & Co.443,839$53.82M0.0%-0.5%5.222%
2/11/2026Wharton Business Group LLC2,810$341K0.0%-27.5%0.033%
2/10/2026One Capital Management LLC2,797$339K0.0%-64.0%0.033%
2/10/2026Ellevest Inc.148,459$18.00M2.5%+3.6%1.747%
2/10/2026Northwestern Mutual Wealth Management Co.23,811$2.89M0.0%+2.0%0.280%
2/10/2026 CFS Investment Advisory Services LLC15,999$1.94M0.1%-0.6%0.188%
2/9/2026 Hantz Financial Services Inc.458$56K0.0%N/A0.005%
2/9/2026 Pathfinder Wealth Consulting Inc.4,695$569K0.4%N/A0.055%
2/6/2026EverSource Wealth Advisors LLC4,864$590K0.0%+9.4%0.057%
2/6/2026PNC Financial Services Group Inc.2,231$271K0.0%+61.2%0.026%
2/6/2026Larson Financial Group LLC1,204$146K0.0%+222.8%0.014%
2/5/2026 WealthPlan Investment Management LLC6,281$762K0.0%-1.7%0.074%
2/5/2026 Novare Capital Management LLC3,755$455K0.0%-3.3%0.044%
2/5/2026 Meridian Financial Partners LLC1,669$205K0.1%N/A0.020%
2/5/2026Allworth Financial LP191,568$23.23M0.1%-2.7%2.254%
2/5/2026 Navalign LLC269$33K0.0%N/A0.003%
2/4/2026 Horizon Wealth Management LLC3,371$409K0.1%+7.4%0.040%
2/3/2026MGO One Seven LLC9,336$1.13M0.0%-2.6%0.110%
2/3/2026 Sequoia Financial Advisors LLC8,514$1.03M0.0%-2.1%0.100%
2/2/2026 One Wealth Advisors LLC63,122$7.66M0.9%-1.1%0.743%
2/2/2026 Robertson Stephens Wealth Management LLC72,632$8.81M0.2%+13.2%0.854%
2/2/2026 Your Advocates Ltd. LLP532$64K0.0%-49.3%0.006%
2/2/2026 GenTrust LLC3,112$377K0.0%-45.2%0.037%
2/2/2026 SNS Financial Group LLC8,844$1.07M0.1%-25.9%0.104%
1/30/2026Turning Point Benefit Group Inc.384$47K0.0%N/A0.005%
1/30/2026SK Wealth Management LLC51,148$6.31M1.8%-3.1%0.602%
1/30/2026 Strategic Blueprint LLC3,408$413K0.0%+11.2%0.040%
1/29/2026Sanctuary Advisors LLC78,991$9.58M0.1%-1.0%0.929%
1/28/2026Omega Financial Group LLC20,788$2.52M0.8%-4.7%0.245%
1/28/2026 HB Wealth Management LLC16,986$2.06M0.0%+17.9%0.200%
1/28/2026 United Asset Strategies Inc.2,930$355K0.0%-4.6%0.034%
1/27/2026 Friedenthal Financial7,281$883K0.5%-7.6%0.086%
1/27/2026 Wealth Enhancement Trust Services Inc.1,814$220K0.0%N/A0.021%
1/26/2026 Merit Financial Group LLC4,265$517K0.0%N/A0.050%
1/26/2026CWM LLC2,177$264K0.0%+6.9%0.026%
1/23/2026 Farther Finance Advisors LLC8,708$1.06M0.0%-37.5%0.102%
1/23/2026 Charter Oak Capital Management LLC6,159$747K0.1%-1.3%0.072%
1/22/2026 Cliftonlarsonallen Wealth Advisors LLC83,118$10.08M0.2%+2.6%0.978%
1/21/2026 Balance Wealth LLC3,336$404K0.1%-9.0%0.039%
1/21/2026 Walkner Condon Financial Advisors LLC16,901$2.05M0.3%+6.8%0.197%
1/20/2026 Stratos Wealth Partners LTD.7,544$915K0.0%-2.3%0.088%
1/16/2026 Perigon Wealth Management LLC6,198$752K0.0%+10.6%0.072%
1/16/2026 Keystone Financial Group Inc.1,054$128K0.1%+100.8%0.012%
1/15/2026 Xena Financial Planning LLC41,724$5.06M5.9%N/A0.485%
1/15/2026 Brookstone Capital Management20,747$2.52M0.0%+6.2%0.241%
1/14/2026 Redhawk Wealth Advisors Inc.3,257$395K0.0%-29.9%0.038%
1/14/2026 Bond & Devick Financial Network Inc.14,493$1.76M0.5%-3.9%0.171%
1/14/2026 Wealthcare Advisory Partners LLC7,187$871K0.0%-4.9%0.085%
1/12/2026 Sax Wealth Advisors LLC15,452$1.87M0.1%-36.7%0.182%
1/12/2026 Foster Group Inc.3,638$441K0.0%+2.8%0.043%
1/12/2026 JGP Wealth Management LLC4,821$585K0.1%+41.9%0.057%
1/12/2026 RVW Wealth LLC5,721$694K0.1%+3.0%0.067%
1/8/2026 Wealth Enhancement Advisory Services LLC254,439$31.26M0.0%+3.9%2.993%
1/7/2026 Orgel Wealth Management LLC13,742$1.67M0.0%-1.5%0.162%
1/5/2026 Park Avenue Securities LLC5,505$668K0.0%-2.4%0.065%


SUSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSL shares?

During the previous two years, 178 institutional investors and hedge funds held shares of iShares ESG MSCI USA Leaders ETF. The most heavily invested institutionals were Bank of Italy ($103.91M), Mercer Global Advisors Inc. ADV ($88.83M), JPMorgan Chase & Co. ($53.82M), Royal Bank of Canada ($45.51M), FMR LLC ($34.63M), Wealth Enhancement Advisory Services LLC ($31.26M), and Creative Planning ($23.98M).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 143 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. ($118.81K), Sanctuary Advisors LLC ($106.08K), Mercer Global Advisors Inc. ADV ($101.61K), Trilogy Capital Inc. ($78.07K), Raymond James Financial Inc. ($62.24K), SK Wealth Management LLC ($52.81K), and FMR LLC ($45.54K).

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

Institutional investors have bought a total of 441,362 shares in the last 24 months. This purchase volume represents approximately $49.84M 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 ($765.41K), Envestnet Asset Management Inc. ($665.81K), Mercer Global Advisors Inc. ADV ($62.17K), GeoWealth Management LLC ($54.91K), JPMorgan Chase & Co. ($54.59K), Raymond James Financial Inc. ($21.00K), and Creative Planning ($20.48K).

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

Institutional investors have sold a total of 1,813,119 shares in the last 24 months. This volume of shares sold represents approximately $211.34M in transactions.


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This page (NASDAQ:SUSL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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