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iShares ESG MSCI USA Leaders ETF (SUSL) Institutional Ownership

iShares ESG MSCI USA Leaders ETF logo
$138.84 -0.05 (-0.04%)
Closing price 03:47 PM Eastern
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$138.84 +0.00 (+0.00%)
As of 07:30 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)
77
Total
Institutional Inflows
(last 12 months)
$42.63M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$203.07M
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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
10/13/2026Fragasso Financial Advisors Inc5,007$696K0.0%N/A0.056%
10/13/2026JGP Wealth Management LLC6,526$889K0.1%+30.2%0.073%
10/8/2026Farther Finance Advisors LLC9,336$1.27M0.0%+6.0%0.104%
10/6/2026Bank of New Hampshire6,900$940K0.2%N/A0.077%
10/6/2026RVW Wealth LLC5,933$809K0.1%+1.5%0.066%
9/23/2026Envestnet Asset Management Inc.31,636$4.20M0.0%-1.2%0.353%
9/15/2026Reynders McVeigh Capital Management LLC4,356$578K0.0%N/A0.048%
9/9/2026Sequoia Financial Advisors LLC8,723$1.16M0.0%+2.5%0.100%
9/9/2026Integrated Wealth Concepts LLC41,383$5.49M0.0%-0.8%0.476%
9/9/2026NewEdge Advisors LLC2,418$321K0.0%N/A0.028%
9/8/2026Allworth Financial LP193,400$25.68M0.1%+1.4%2.223%
9/2/2026Citadel Advisors LLC12,373$1.64M0.0%N/A0.142%
8/27/2026Corient Private Wealth LP6,922$919K0.0%-63.6%0.080%
8/23/2026HB Wealth Management LLC23,443$3.11M0.0%+23.0%0.269%
8/21/2026Triumph Capital Management280$37K0.0%-22.2%0.003%
8/20/2026Orgel Wealth Management LLC13,411$1.78M0.0%-0.9%0.154%
7/9/2026Affinity Capital Advisors LLC10,577$1.41M0.2%-12.7%0.122%
7/8/2026RVW Wealth LLC5,845$776K0.1%+2.2%0.067%
7/7/2026JGP Wealth Management LLC5,011$665K0.1%+5.0%0.058%
7/6/2026Trilogy 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%
4/30/2026CFS 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%
4/30/2026Bluestem 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%
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4/27/2026HB Wealth Management LLC19,057$2.17M0.0%+12.2%0.224%
4/27/2026PFG Investments LLC5,567$632K0.0%+18.8%0.065%
4/23/2026Bigelow Investment Advisors LLC2,810$319K0.1%N/A0.033%
4/22/2026Trilogy Capital Inc.78,073$8.87M0.4%N/A0.919%
4/21/2026Balance 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%
4/17/2026Brookstone Capital Management21,639$2.46M0.0%+4.3%0.255%
4/16/2026Diversified 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%
2/16/2026MML 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%
2/10/2026CFS Investment Advisory Services LLC15,999$1.94M0.1%-0.6%0.188%
2/9/2026Hantz Financial Services Inc.458$56K0.0%N/A0.005%
2/9/2026Pathfinder 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%
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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%
2/3/2026Sequoia 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%


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 Allworth Financial LP ($25.68M).Learn more on iShares ESG MSCI USA Leaders ETF's institutional investors.

Of the 142 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: 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), Envestnet Asset Management Inc. ($42.47K), and Xena Financial Planning LLC ($41.72K).

Institutional investors have bought a total of 357,632 shares in the last 24 months. This purchase volume represents approximately $42.63M in transactions.

Of the 65 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. ($657.41K), Mercer Global Advisors Inc. ADV ($62.17K), GeoWealth Management LLC ($38.28K), JPMorgan Chase & Co. ($31.28K), Bank of America Corp DE ($28.98K), and Raymond James Financial Inc. ($21.00K).

Institutional investors have sold a total of 1,728,513 shares in the last 24 months. This volume of shares sold represents approximately $203.07M in transactions.


Related Companies

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 10/13/2026. New 13F filings are added each quarter as they're published.
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