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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$129.32 +0.23 (+0.18%)
As of 07/24/2026 03:52 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)
87
Total
Institutional Inflows
(last 12 months)
$45.20M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$209.14M
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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%
5/18/2026EverSource 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%
5/15/2026Gateway Wealth Partners LLC1,930$219K0.0%N/A0.023%
5/14/2026Keebeck Wealth Management15,173$1.72M0.2%-0.6%0.179%
5/13/2026Cetera Investment Advisers16,582$1.88M0.0%+2.3%0.195%
5/13/2026CI Investments Inc.4,119$468K0.0%+13.8%0.048%
5/8/2026PNC Financial Services Group Inc.2,311$262K0.0%+3.6%0.027%
5/6/2026Zhang Financial LLC2,334$265K0.0%N/A0.027%
5/6/2026SK Wealth Management LLC50,820$5.85M1.6%-0.6%0.598%
5/5/2026Sanctuary Advisors LLC79,626$9.05M0.0%+0.8%0.937%
4/30/2026Kestra Advisory Services LLC2,086$237K0.0%+215.6%0.025%
4/30/2026Your Advocates Ltd. LLP1,417$161K0.0%+166.4%0.017%
4/30/2026Personal 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%
4/30/2026W 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%
4/28/2026Walkner Condon Financial Advisors LLC17,023$1.93M0.3%+0.7%0.200%
4/27/2026HB Wealth Management LLC19,057$2.17M0.0%+12.2%0.224%
4/27/2026 PFG Investments LLC5,567$632K0.0%+18.8%0.065%
4/23/2026Bigelow 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%
4/17/2026Novare Capital Management LLC3,638$413K0.0%-3.1%0.043%
4/17/2026Sweeney & 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%
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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%
2/16/2026MML Investors Services LLC2,880$349K0.0%+7.4%0.034%
2/16/2026Mariner LLC4,598$558K0.0%+4.3%0.054%
2/13/2026Kestra 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%
2/13/2026Wealthspire Advisors LLC17,129$2.08M0.0%+42.3%0.202%
2/12/2026CI Investments Inc.3,619$439K0.0%+9.0%0.043%
2/12/2026Commonwealth Equity Services LLC55,787$6.77M0.0%-8.7%0.656%
2/12/2026SmartHarvest 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%
2/9/2026Hantz Financial Services Inc.458$56K0.0%N/A0.005%
2/9/2026 Pathfinder Wealth Consulting Inc.4,695$569K0.4%N/A0.055%
2/6/2026EverSource 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%
2/5/2026WealthPlan Investment Management LLC6,281$762K0.0%-1.7%0.074%
2/5/2026Novare Capital Management LLC3,755$455K0.0%-3.3%0.044%
2/5/2026Meridian Financial Partners LLC1,669$205K0.1%N/A0.020%
2/5/2026Allworth Financial LP191,568$23.23M0.1%-2.7%2.254%
2/5/2026Navalign LLC269$33K0.0%N/A0.003%
2/4/2026Horizon 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%
2/2/2026One Wealth Advisors LLC63,122$7.66M0.9%-1.1%0.743%
2/2/2026Robertson Stephens Wealth Management LLC72,632$8.81M0.2%+13.2%0.854%
2/2/2026Your Advocates Ltd. LLP532$64K0.0%-49.3%0.006%
2/2/2026GenTrust LLC3,112$377K0.0%-45.2%0.037%
2/2/2026SNS 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%
1/30/2026SK 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%
1/28/2026 Omega Financial Group LLC20,788$2.52M0.8%-4.7%0.245%
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1/28/2026HB 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, 180 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 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. ($80.90K), Raymond James Financial Inc. ($62.24K), SK Wealth Management LLC ($52.81K), and FMR LLC ($45.54K).

Institutional investors have bought a total of 390,007 shares in the last 24 months. This purchase volume represents approximately $45.20M in transactions.

Of the 71 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), Bank of America Corp DE ($33.66K), and Raymond James Financial Inc. ($21.00K).

Institutional investors have sold a total of 1,787,393 shares in the last 24 months. This volume of shares sold represents approximately $209.14M in transactions.


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This page (NASDAQ:SUSL) was last updated on 7/25/2026 by MarketBeat.com Staff.
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