iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

$96.65

+1.09 (+1.14%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 70
Total Institutional Inflows (last 12 months): $86.20M

Number of Institutional Sellers (last 12 months): 50
Total Institutional Outflows (last 12 months): $131.73M

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SUSL Institutional Buying and Selling by Quarter

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iShares ESG MSCI USA Leaders ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/25/2024	SNS Financial Group LLC	12,847	$1.25M	0.1%	+35.2%	0.121%
7/24/2024	My Legacy Advisors LLC	13,999	$1.36M	0.4%	N/A	0.132%
7/18/2024	Brookstone Capital Management	22,305	$2.21M	0.0%	-2.5%	0.209%
7/18/2024	Silver Lake Advisory LLC	7,189	$700K	0.1%	N/A	0.068%
7/16/2024	Wealth Enhancement Advisory Services LLC	211,358	$20.59M	0.0%	-1.2%	1.985%
7/16/2024	Diversified Trust Co	3,415	$333K	0.0%	-5.3%	0.032%
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7/16/2024	Friedenthal Financial	14,290	$1.39M	0.9%	-9.8%	0.134%
7/12/2024	Cypress Wealth Services LLC	15,456	$1.51M	0.3%	-8.7%	0.145%
7/12/2024	Omega Financial Group LLC	21,472	$2.09M	0.8%	+2.4%	0.202%
7/12/2024	True Link Financial Advisors LLC	3,999	$390K	0.0%	-32.5%	0.038%
7/12/2024	Sax Wealth Advisors LLC	28,997	$2.83M	0.3%	N/A	0.272%
7/12/2024	Cliftonlarsonallen Wealth Advisors LLC	82,592	$8.05M	0.2%	+11.7%	0.776%
7/10/2024	Sweeney & Michel LLC	3,687	$367K	0.2%	+6.0%	0.035%
7/10/2024	CWM LLC	273	$27K	0.0%	N/A	0.003%
7/9/2024	Fragasso Financial Advisors Inc	3,814	$372K	0.0%	N/A	0.036%
5/16/2024	High Falls Advisors Inc	4,643	$436K	0.1%	-3.5%	0.038%
5/16/2024	Sweeney & Michel LLC	3,479	$324K	0.1%	N/A	0.028%
5/14/2024	CreativeOne Wealth LLC	4,645	$436K	0.0%	-20.5%	0.038%
5/9/2024	Kingsview Wealth Management LLC	27,725	$2.60M	0.1%	+57.9%	0.226%
5/4/2024	Csenge Advisory Group	10,980	$1.03M	0.1%	-1.4%	0.090%
5/2/2024	Cliftonlarsonallen Wealth Advisors LLC	73,938	$6.94M	0.2%	-11.5%	0.604%
5/2/2024	Better Money Decisions LLC	3,957	$371K	0.3%	N/A	0.032%
5/1/2024	Mission Wealth Management LP	12,698	$1.19M	0.0%	N/A	0.104%
4/30/2024	Private Advisor Group LLC	8,398	$788K	0.0%	-3.0%	0.069%
4/30/2024	SWS Partners	3,274	$307K	0.1%	+7.3%	0.027%
4/30/2024	Mayflower Financial Advisors LLC	3,799	$357K	0.0%	-22.8%	0.031%
4/29/2024	Commonwealth Equity Services LLC	57,327	$5.38M	0.0%	+11.7%	0.468%
4/25/2024	Allworth Financial LP	191,218	$17.95M	0.1%	+4.7%	1.561%
4/25/2024	W Advisors LLC	72,858	$6.84M	4.7%	-4.3%	0.595%
4/25/2024	Lodestar Private Asset Management LLC	2,293	$215K	0.0%	-6.6%	0.019%
4/23/2024	Strategic Blueprint LLC	3,607	$339K	0.0%	-22.8%	0.029%
4/23/2024	Raymond James Financial Services Advisors Inc.	14,298	$1.34M	0.0%	-19.1%	0.117%
4/22/2024	PFG Investments LLC	3,083	$289K	0.0%	N/A	0.025%
4/19/2024	True Link Financial Advisors LLC	5,926	$556K	0.1%	-9.9%	0.048%
4/18/2024	Horizon Wealth Management LLC	2,214	$208K	0.1%	N/A	0.018%
4/18/2024	Omega Financial Group LLC	20,976	$1.97M	0.8%	-11.2%	0.171%
4/16/2024	Firethorn Wealth Partners LLC	5,124	$481K	0.3%	-12.3%	0.042%
4/16/2024	Wealth Enhancement Advisory Services LLC	213,872	$20.07M	0.1%	+5.9%	1.746%
4/15/2024	Wealthcare Advisory Partners LLC	5,524	$518K	0.0%	-11.6%	0.045%
4/15/2024	Brookstone Capital Management	22,879	$2.15M	0.0%	-5.6%	0.187%
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4/13/2024	Hoxton Planning & Management LLC	2,245	$211K	0.1%	N/A	0.018%
4/10/2024	Park Avenue Securities LLC	8,437	$792K	0.0%	-3.5%	0.069%
2/15/2024	Bluestem Financial Advisors LLC	39,642	$3.35M	1.9%	-2.2%	0.299%
2/14/2024	Tcwp LLC	7,528	$635K	1.8%	+3.4%	0.057%
2/14/2024	Retirement Capital Strategies	30,051	$2.54M	1.1%	+0.8%	0.227%
2/14/2024	CFS Investment Advisory Services LLC	17,943	$1.51M	0.3%	-1.1%	0.135%
2/9/2024	Advisory Services Network LLC	3,626	$306K	0.0%	+5.0%	0.027%
2/9/2024	TSA Wealth Managment LLC	4,874	$411K	0.2%	N/A	0.037%
2/9/2024	CreativeOne Wealth LLC	5,842	$493K	0.0%	-10.3%	0.044%
2/9/2024	Corient Private Wealth LLC	29,709	$2.51M	0.0%	+1.4%	0.224%
2/8/2024	Kingsview Wealth Management LLC	17,561	$1.48M	0.0%	+2.5%	0.133%
2/8/2024	Kickstand Ventures LLC.	21,908	$1.85M	0.5%	-14.1%	0.165%
2/8/2024	Apexium Financial LP	2,772	$234K	0.0%	N/A	0.021%
2/8/2024	Your Advocates Ltd. LLP	1,046	$88K	0.0%	+453.4%	0.008%
2/8/2024	RCS Financial Planning LLC	2,425	$205K	0.1%	-21.3%	0.018%
2/8/2024	Shared Vision Wealth Group LLC	6,017	$508K	0.3%	N/A	0.045%
2/7/2024	One Capital Management LLC	8,926	$753K	0.0%	+3.4%	0.067%
2/7/2024	AGF Management Ltd.	5,100	$430K	0.0%	+34.2%	0.038%
2/6/2024	Private Advisor Group LLC	8,658	$731K	0.0%	+28.0%	0.065%
2/6/2024	Wealthcare Advisory Partners LLC	6,247	$527K	0.0%	N/A	0.047%
2/6/2024	W Advisors LLC	76,108	$6.42M	4.8%	-0.5%	0.574%
2/6/2024	Millburn Ridgefield Corp	3,126	$264K	0.0%	N/A	0.024%
2/6/2024	Bank of Italy	4,955,251	$418.12M	13.7%	-21.1%	37.398%
2/6/2024	Robertson Stephens Wealth Management LLC	35,537	$3.00M	0.2%	+9.3%	0.268%
2/5/2024	First Ascent Asset Management LLC	170,114	$14.35M	1.6%	+20.7%	1.284%
2/2/2024	Bfsg LLC	28,475	$2.40M	0.3%	+0.8%	0.215%
1/31/2024	DT Investment Partners LLC	491	$43K	0.0%	-56.3%	0.004%
1/30/2024	Wealth Alliance	13,688	$1.16M	0.2%	-0.9%	0.103%
1/30/2024	Marino Stram & Associates LLC	2,451	$207K	0.1%	N/A	0.018%
1/30/2024	United Asset Strategies Inc.	4,674	$394K	0.0%	-10.6%	0.035%
1/29/2024	Lodestar Private Asset Management LLC	2,455	$207K	0.0%	N/A	0.019%
1/29/2024	DHK Financial Advisors Inc.	5,691	$480K	0.4%	N/A	0.043%
1/26/2024	Cerity Partners LLC	2,910	$246K	0.0%	N/A	0.022%
1/25/2024	Strategic Blueprint LLC	4,673	$394K	0.0%	-15.2%	0.035%
1/25/2024	Firethorn Wealth Partners LLC	5,840	$493K	0.3%	-7.3%	0.044%
1/24/2024	Stratos Wealth Partners LTD.	8,134	$686K	0.0%	-5.6%	0.061%
1/24/2024	Stratos Wealth Advisors LLC	4,071	$344K	0.0%	-8.3%	0.031%
1/24/2024	Allworth Financial LP	182,687	$15.42M	0.1%	+8.8%	1.379%
1/22/2024	SNS Financial Group LLC	9,807	$828K	0.1%	+1.5%	0.074%
1/22/2024	Mayflower Financial Advisors LLC	4,921	$415K	0.0%	-23.4%	0.037%
1/19/2024	True Link Financial Advisors LLC	6,576	$555K	0.1%	-59.7%	0.050%
1/18/2024	McGlone Suttner Wealth Management Inc.	1,039	$88K	0.0%	N/A	0.008%
1/18/2024	Values Added Financial LLC	10,612	$895K	0.7%	+65.0%	0.080%
1/16/2024	Raymond James Financial Services Advisors Inc.	17,664	$1.49M	0.0%	+3.6%	0.133%
1/16/2024	Wealthsource Partners LLC	99,750	$8.42M	0.5%	-5.7%	0.753%
1/12/2024	My Legacy Advisors LLC	15,449	$1.31M	0.5%	-2.4%	0.116%
1/11/2024	Brookstone Capital Management	24,237	$2.05M	0.0%	-7.8%	0.182%
1/11/2024	Orgel Wealth Management LLC	11,727	$990K	0.0%	-6.4%	0.088%
1/11/2024	Affinity Capital Advisors LLC	3,813	$322K	0.1%	-16.0%	0.029%
1/11/2024	Cypress Wealth Services LLC	16,990	$1.43M	0.4%	-11.8%	0.128%
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1/11/2024	Dynamic Advisor Solutions LLC	2,631	$218K	0.0%	N/A	0.020%
1/11/2024	Omega Financial Group LLC	23,629	$1.99M	0.9%	-1.0%	0.178%
12/6/2023	Citigroup Inc.	386	$29K	0.0%	-37.8%	0.003%
11/16/2023	Creative Planning	234,980	$17.72M	0.0%	+3.4%	1.621%
11/16/2023	High Falls Advisors Inc	4,501	$339K	0.1%	N/A	0.031%
11/15/2023	Integrated Wealth Concepts LLC	68,907	$5.20M	0.1%	-13.3%	0.475%
11/15/2023	Mercer Global Advisors Inc. ADV	476,935	$35.97M	0.1%	+28.9%	3.289%
11/14/2023	BOS Asset Management LLC	2,872	$217K	0.2%	N/A	0.020%
11/14/2023	Mather Group LLC.	17,715	$1.34M	0.0%	+107.7%	0.122%
11/13/2023	Regal Investment Advisors LLC	3,226	$243K	0.0%	-17.0%	0.022%

(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, 134 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 118 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 7,753,075 shares in the last 24 months. This purchase volume represents approximately $979.07M in transactions.

Which iShares ESG MSCI USA Leaders ETF major shareholders have been selling company stock?: Of the 70 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 5,169,246 shares in the last 24 months. This volume of shares sold represents approximately $595.79M in transactions.