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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$138.71 -0.16 (-0.12%)
As of 01:55 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)
78
Total
Institutional Inflows
(last 12 months)
$38.54M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$202.35M
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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
7/9/2026 Affinity Capital Advisors LLC10,577$1.41M0.2%-12.7%0.122%
7/8/2026 RVW Wealth LLC5,845$776K0.1%+2.2%0.067%
7/7/2026 JGP Wealth Management LLC5,011$665K0.1%+5.0%0.058%
7/6/2026 Trilogy Capital Inc.80,901$10.74M0.4%+3.6%0.930%
5/19/2026GTS Financial LLC7,426$844K0.6%N/A0.087%
5/19/2026Bank of America Corp DE62,266$7.07M0.0%-31.3%0.733%
5/18/2026 EverSource Wealth Advisors LLC4,532$515K0.0%-6.8%0.053%
5/18/2026Royal Bank of Canada376,738$42.80M0.0%+0.4%4.432%
5/16/2026Quantinno Capital Management LP25,165$2.86M0.0%N/A0.296%
5/15/2026 Gateway Wealth Partners LLC1,930$219K0.0%N/A0.023%
5/14/2026 Keebeck Wealth Management15,173$1.72M0.2%-0.6%0.179%
5/13/2026 Cetera Investment Advisers16,582$1.88M0.0%+2.3%0.195%
5/13/2026CI Investments Inc.4,119$468K0.0%+13.8%0.048%
5/8/2026 PNC Financial Services Group Inc.2,311$262K0.0%+3.6%0.027%
5/6/2026 Zhang Financial LLC2,334$265K0.0%N/A0.027%
5/6/2026 SK Wealth Management LLC50,820$5.85M1.6%-0.6%0.598%
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%
3/9/2026 Corient Private Wealth LLC19,108$2.32M0.0%-28.2%0.225%
2/20/2026Sunbelt Securities Inc.1,709$207K0.0%+16.7%0.020%
2/19/2026 Corient Private Wealth LLC19,108$2.32M0.0%-28.2%0.225%
2/18/2026 Mercer 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%
2/18/2026 EP Wealth Advisors LLC2,819$342K0.0%N/A0.033%
2/18/2026SkyView Investment Advisors LLC4,262$517K0.1%-8.7%0.050%
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2/18/2026 Crusonia Wealth Advisors LLC6,350$770K0.2%N/A0.075%
2/18/2026Obsido Oy13,367$1.62M1.0%+8.1%0.157%
2/17/2026 Cetera Investment Advisers16,217$1.97M0.0%-1.2%0.191%
2/17/2026Equitable Holdings Inc.17,937$2.18M0.0%+8.4%0.211%
2/17/2026 GeoWealth 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%
2/13/2026 Stifel Financial Corp7,695$933K0.0%-1.1%0.091%
2/13/2026 Integrated 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%
2/11/2026 LPL Financial LLC26,053$3.16M0.0%+3.1%0.307%
2/11/2026O Shaughnessy Asset Management LLC7,679$931K0.0%+6.0%0.090%
2/11/2026 JPMorgan Chase & Co.443,839$53.82M0.0%-0.5%5.222%
2/11/2026 Wharton Business Group LLC2,810$341K0.0%-27.5%0.033%
2/10/2026One Capital Management LLC2,797$339K0.0%-64.0%0.033%
2/10/2026 Ellevest Inc.148,459$18.00M2.5%+3.6%1.747%
2/10/2026 Northwestern 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%
2/9/2026Hantz Financial Services Inc.458$56K0.0%N/A0.005%
2/9/2026 Pathfinder Wealth Consulting Inc.4,695$569K0.4%N/A0.055%
2/6/2026 EverSource Wealth Advisors LLC4,864$590K0.0%+9.4%0.057%
2/6/2026 PNC 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%
2/5/2026 Allworth 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%
2/3/2026 MGO 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%
1/30/2026 Turning Point Benefit Group Inc.384$47K0.0%N/A0.005%
1/30/2026 SK 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%
1/28/2026 Omega Financial Group LLC20,788$2.52M0.8%-4.7%0.245%
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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%
1/23/2026Charter 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%


SUSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 179 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 ($42.80M), 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.

Of the 141 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: Sanctuary Advisors LLC ($106.08K), Trilogy Capital Inc. ($80.90K), Raymond James Financial Inc. ($62.24K), SK Wealth Management LLC ($52.81K), FMR LLC ($45.54K), Wealth Enhancement Advisory Services LLC ($43.22K), and Envestnet Asset Management Inc. ($42.47K).

Institutional investors have bought a total of 328,586 shares in the last 24 months. This purchase volume represents approximately $38.54M in transactions.

Of the 64 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. ($657.02K), Mercer Global Advisors Inc. ADV ($62.17K), GeoWealth Management LLC ($38.28K), Bank of America Corp DE ($33.66K), JPMorgan Chase & Co. ($31.28K), and Raymond James Financial Inc. ($21.00K).

Institutional investors have sold a total of 1,724,804 shares in the last 24 months. This volume of shares sold represents approximately $202.35M in transactions.


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Institutional ownership data for NASDAQ:SUSL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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