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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$109.28 -0.38 (-0.35%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$109.26 -0.02 (-0.01%)
As of 07/11/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
91
Total
Institutional Inflows
(last 12 months)
$89.25M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$210.07M
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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
7/11/2025Bond & Devick Financial Network Inc.13,229$1.43M0.5%+5.4%0.153%
7/11/2025Ridgeline Wealth LLC2,560$277K0.2%-10.7%0.030%
7/11/2025Farther Finance Advisors LLC13,927$1.51M0.0%-8.1%0.161%
7/11/2025My Legacy Advisors LLC9,025$990K0.4%-2.9%0.104%
7/11/2025Diversified 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%
6/27/2025Goldman 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%
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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%
5/1/2025Omega Financial Group LLC22,215$2.13M0.8%+8.5%0.252%
4/30/2025Allworth Financial LP188,350$17.72M0.1%+0.9%2.140%
4/30/2025Stratos Wealth Partners LTD.7,958$762K0.0%-12.8%0.090%
4/30/2025Vested Financial Planning LLC3,940$378K0.4%-23.8%0.045%
4/29/2025Envestnet Asset Management Inc.696,901$66.77M0.0%-14.6%7.919%
4/29/2025Novare Capital Management LLC3,885$372K0.0%-5.0%0.044%
4/29/2025Brookstone Capital Management19,640$1.88M0.0%-12.9%0.223%
4/29/2025OneDigital Investment Advisors LLC87,058$8.34M0.1%+3.5%0.989%
4/29/2025Values Added Financial LLC15,516$1.49M0.8%+2.6%0.176%
4/28/2025Principal Financial Group Inc.91,294$8.75M0.0%-17.8%1.037%
4/25/2025Mather Group LLC.16,415$1.57M0.0%-4.9%0.187%
4/24/2025Diversified Trust Co3,085$296K0.0%-9.7%0.035%
4/23/2025Perigon Wealth Management LLC5,947$570K0.0%N/A0.068%
4/23/2025Balance Wealth LLC3,941$378K0.2%N/A0.045%
4/23/2025Walkner Condon Financial Advisors LLC19,474$1.87M0.4%+8.7%0.221%
4/22/2025Veridan Wealth LLC3,203$307K0.1%-16.9%0.036%
4/22/2025 SK Wealth Management LLC42,775$3.80M2.0%+1.6%0.486%
4/22/2025PFG Investments LLC4,798$460K0.0%+18.2%0.055%
4/17/2025Robertson 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%
4/17/2025Cliftonlarsonallen 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%
4/15/2025My 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%
4/15/2025Wealthcare Advisory Partners LLC6,752$647K0.0%+21.5%0.077%
4/14/2025Farther Finance Advisors LLC15,149$1.46M0.0%-6.9%0.172%
4/11/2025Ridgeline Wealth LLC2,866$275K0.2%-14.4%0.032%
4/10/2025Cypress Wealth Services LLC13,590$1.30M0.3%-12.0%0.151%
4/10/2025Firethorn Wealth Partners LLC4,211$403K0.2%-9.3%0.047%
4/9/2025Sweeney & Michel LLC3,771$361K0.1%N/A0.042%
4/9/2025 Fragasso Financial Advisors Inc4,209$403K0.0%+10.4%0.047%
4/9/2025Bond & 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%
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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%
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%
(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, 160 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. ($66.77M), JPMorgan Chase & Co. ($55.41M), 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 130 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. ($303.77K), Mercer Global Advisors Inc. ADV ($303.20K), Sanctuary Advisors LLC ($105.45K), FMR LLC ($94.75K), Principal Financial Group Inc. ($84.03K), Allworth Financial LP ($80.23K), and Ellevest Inc. ($77.00K).

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

Institutional investors have bought a total of 893,749 shares in the last 24 months. This purchase volume represents approximately $89.25M in transactions.

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

Of the 73 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. ($118.79K), RPg Family Wealth Advisory LLC ($72.03K), JPMorgan Chase & Co. ($69.88K), Principal Financial Group Inc. ($56.36K), GeoWealth Management LLC ($32.92K), 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 2,056,593 shares in the last 24 months. This volume of shares sold represents approximately $210.07M in transactions.


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This page (NASDAQ:SUSL) was last updated on 7/12/2025 by MarketBeat.com Staff
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