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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$134.21 +0.57 (+0.43%)
As of 09/15/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Number of
Institutional Buyers
(last 12 months)
247
Total
Institutional Inflows
(last 12 months)
$487.45M
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$382.57M
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SUSA Institutional Buying and Selling by Quarter

iShares MSCI USA ESG Select ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.48,377$6.14M0.0%-7.9%0.175%
8/27/2025 Orion Porfolio Solutions LLC5,038$639K0.0%-2.1%0.018%
8/26/2025 Thrivent Financial for Lutherans3,396$430K0.0%-44.2%0.012%
8/25/2025 Silverlake Wealth Management LLC4,894$620K0.2%-3.2%0.018%
8/19/2025 Advisory Services Network LLC47,367$6.09M0.1%-37.6%0.172%
8/19/2025 Asset Dedication LLC21,983$2.79M0.2%-2.2%0.080%
8/18/2025 Geneos Wealth Management Inc.1,986$252K0.0%+9.4%0.007%
8/18/2025 Hollencrest Capital Management843$107K0.0%N/A0.003%
8/16/2025 Evergreen Capital Management LLC14,079$1.78M0.1%-1.5%0.051%
8/15/2025 Tower Research Capital LLC TRC 3,333$422K0.0%+29.9%0.012%
8/15/2025 Global View Capital Management LLC1,902$241K0.1%-40.0%0.007%
8/15/2025 Corient Private Wealth LLC14,149$1.80M0.0%-10.8%0.051%
8/15/2025 Captrust Financial Advisors11,134$1.41M0.0%-13.9%0.040%
8/15/2025 Snowden Capital Advisors LLC11,542$1.46M0.0%+5.3%0.042%
8/15/2025 Orion Porfolio Solutions LLC5,038$639K0.0%-2.1%0.018%
8/15/2025 MML Investors Services LLC42,615$5.40M0.0%+13.0%0.154%
8/15/2025 Modern Wealth Management LLC29,994$3.80M0.1%N/A0.109%
8/15/2025 EP Wealth Advisors LLC5,035$638K0.0%+6.2%0.018%
8/15/2025 Balanced Rock Investment Advisors LLC2,528$320K0.3%-6.0%0.009%
8/15/2025 Bank of America Corp DE1,464,867$185.67M0.0%-1.4%5.307%
8/15/2025 Ameriprise Financial Inc.590,215$74.82M0.0%-9.3%2.138%
8/14/2025 Connecticut Wealth Management LLC3,082$391K0.0%+7.8%0.011%
8/14/2025 Jane Street Group LLC16,400$2.08M0.0%+62.8%0.059%
8/14/2025 Raymond James Financial Inc.187,899$23.82M0.0%-7.1%0.681%
8/14/2025 NewEdge Advisors LLC53,058$6.73M0.0%-2.9%0.192%
8/14/2025 Qube Research & Technologies Ltd344$44K0.0%-56.3%0.001%
8/14/2025 Gerber Kawasaki Wealth & Investment Management9,708$1.23M0.0%+6.4%0.035%
8/14/2025 Baker Avenue Asset Management LP11,642$1.48M0.0%-12.6%0.042%
8/14/2025 Cerity Partners LLC29,351$3.72M0.0%+1.6%0.106%
8/13/2025 Shepherd Financial Partners LLC22,360$2.83M0.3%-0.7%0.081%
8/13/2025 StoneX Group Inc.2,331$295K0.0%N/A0.008%
8/13/2025 SageView Advisory Group LLC30,270$3.93M0.1%-1.9%0.110%
8/13/2025 Capital Advisors Wealth Management LLC2,127$270K0.0%-4.6%0.008%
8/13/2025 SCS Capital Management LLC5,080$644K0.0%-3.8%0.018%
8/13/2025 Portland Global Advisors LLC9,680$1.23M0.1%-1.0%0.035%
8/13/2025 Milestone Investment Advisors LLC12,445$1.58M0.4%-13.3%0.045%
8/13/2025 Baird Financial Group Inc.182,517$23.13M0.0%+24.8%0.661%
8/13/2025 Acorns Advisers LLC426,341$54.04M0.5%+11.6%1.545%
8/13/2025 Argyle Capital Partners LLC1,696$215K0.2%N/A0.006%
8/13/2025 IAG Wealth Partners LLC2,059$261K0.0%+10.8%0.007%
8/13/2025 Beacon Pointe Advisors LLC8,899$1.13M0.0%-3.3%0.032%
8/13/2025 M&T Bank Corp503,649$63.84M0.2%-2.4%1.825%
8/13/2025 Van Hulzen Asset Management LLC1,705$216K0.0%N/A0.006%
8/13/2025 Boston Family Office LLC1,600$203K0.0%N/A0.006%
8/13/2025 VestGen Advisors LLC10,549$1.36M0.1%-5.6%0.038%
8/13/2025 Northwestern Mutual Wealth Management Co.68,253$8.65M0.0%-17.5%0.247%
8/12/2025 J.W. Cole Advisors Inc.14,433$1.83M0.0%+111.0%0.052%
8/12/2025 Richmond Investment Services LLC4,662$591K0.1%+100.2%0.017%
8/12/2025 Associated Banc Corp2,629$333K0.0%N/A0.010%
8/12/2025 Steward Partners Investment Advisory LLC27,851$3.53M0.0%-2.7%0.101%
8/12/2025 Global Retirement Partners LLC4,635$588K0.0%N/A0.017%
8/12/2025 WealthBridge Capital Management LLC4,717$598K0.2%+3.3%0.017%
8/12/2025 Franklin Resources Inc.11,483$1.46M0.0%-9.9%0.042%
8/12/2025 Journey Strategic Wealth LLC9,644$1.22M0.0%-3.6%0.035%
8/12/2025 JPMorgan Chase & Co.425,834$53.98M0.0%-71.6%1.543%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich7,840$994K0.0%-10.0%0.028%
8/11/2025 Birchbrook Inc.3,991$506K0.3%-28.6%0.014%
8/11/2025 Perennial Investment Advisors LLC1,664$211K0.0%N/A0.006%
8/11/2025 Wescott Financial Advisory Group LLC13,730$1.74M0.2%+17.0%0.050%
8/11/2025 Farrow Financial Inc.97,580$12.37M7.5%+1.3%0.354%
8/11/2025 Bell Investment Advisors Inc1,787$226K0.0%+95.1%0.006%
8/8/2025 Rockefeller Capital Management L.P.16,369$2.08M0.0%+8.6%0.059%
8/8/2025 MJP Associates Inc. ADV1,682$213K0.0%-24.8%0.006%
8/8/2025 Cetera Investment Advisers65,079$8.25M0.0%+25.5%0.236%
8/8/2025 Creative Planning48,234$6.11M0.0%-1.7%0.175%
8/8/2025 WealthShield Partners LLC7,025$890K0.1%-4.0%0.025%
8/8/2025 Good Life Advisors LLC8,312$1.05M0.1%+2.8%0.030%
8/8/2025 Bailard Inc.22,868$2.90M0.1%-6.1%0.083%
8/8/2025 Accredited Investors Inc.55,584$7.05M0.4%-6.9%0.201%
8/8/2025 PNC Financial Services Group Inc.1,040,107$131.83M0.1%+4.3%3.769%
8/8/2025 SBI Securities Co. Ltd.1,085$138K0.0%-14.9%0.004%
8/8/2025 eCIO Inc.58,174$7.37M3.1%+95.7%0.211%
8/8/2025 IMA Advisory Services Inc.477,637$60.54M6.6%+1.7%1.731%
8/7/2025 Fund Evaluation Group LLC124,086$15.72M0.6%-3.5%0.450%
8/7/2025 Fountainhead AM LLC8,271$1.05M0.2%-8.0%0.030%
8/7/2025 Midwest Trust Co7,144$906K0.0%N/A0.026%
8/7/2025 LFA Lugano Financial Advisors SA1,343$170K0.1%-97.2%0.005%
8/7/2025 Brio Consultants LLC4,840$613K0.1%+24.8%0.018%
8/7/2025 Rollins Financial Advisors LLC5,968$756K0.1%-1.6%0.022%
8/7/2025 Sound View Wealth Advisors Group LLC3,727$472K0.0%-3.5%0.014%
8/6/2025 AGF Management Ltd.4,900$621K0.0%+14.0%0.018%
8/6/2025 AE Wealth Management LLC665$84K0.0%+89.5%0.002%
8/6/2025 Savant Capital LLC3,735$473K0.0%+92.2%0.014%
8/6/2025 Long Run Wealth Advisors LLC30,451$3.86M0.8%-5.3%0.110%
8/6/2025 Atlantic Union Bankshares Corp832$105K0.0%N/A0.003%
8/6/2025 Trillium Asset Management LLC3,648$462K0.0%-2.7%0.013%
8/5/2025 Arrowroot Family Office LLC2,879$365K0.2%N/A0.010%
8/5/2025 Ellevest Inc.13,582$1.72M0.3%-93.2%0.049%
8/5/2025 Crestwood Advisors Group LLC19,844$2.52M0.0%-4.0%0.072%
8/5/2025 Freestone Capital Holdings LLC7,479$948K0.0%-28.0%0.027%
8/5/2025 Westside Investment Management Inc.6,831$866K0.2%-5.5%0.025%
8/5/2025 Bank of Montreal Can52,517$6.66M0.0%+0.3%0.190%
8/5/2025 Mission Wealth Management LP432,818$54.86M1.2%-10.5%1.568%
8/5/2025 TIAA Trust National Association13,844$1.76M0.0%-8.8%0.050%
8/4/2025 Ledyard National Bank22,347$2.83M0.3%+5.8%0.081%
8/4/2025 Spinnaker Trust594,652$75.37M4.5%-1.8%2.155%
8/4/2025 Keybank National Association OH54,281$6.88M0.0%-3.5%0.197%
8/4/2025 Spire Wealth Management1,305$165K0.0%-29.2%0.005%
8/4/2025 Hantz Financial Services Inc.386$49K0.0%N/A0.001%
8/4/2025 World Investment Advisors106,435$13.49M0.3%+1.2%0.386%
(Data available from 1/1/2016 forward)

SUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSA shares?

During the previous two years, 471 institutional investors and hedge funds held shares of iShares MSCI USA ESG Select ETF. The most heavily invested institutionals were Varma Mutual Pension Insurance Co ($684.22M), Bank of America Corp DE ($185.67M), PNC Financial Services Group Inc. ($131.83M), Spinnaker Trust ($75.37M), Ameriprise Financial Inc. ($74.82M), Royal Bank of Canada ($65.80M), and M&T Bank Corp ($63.84M).Learn more on iShares MSCI USA ESG Select ETF's institutional investors.

Which institutional investors have been buying iShares MSCI USA ESG Select ETF's stock?

Of the 366 institutional investors that purchased iShares MSCI USA ESG Select ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Varma Mutual Pension Insurance Co ($5.25M), Raymond James Financial Inc. ($736.04K), Accredited Investors Inc. ($728.44K), IMA Advisory Services Inc. ($477.64K), World Investment Advisors LLC ($390.63K), Raymond James & Associates ($260.41K), and Fund Evaluation Group LLC ($171.64K).

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

Institutional investors have bought a total of 4,058,183 shares in the last 24 months. This purchase volume represents approximately $487.45M in transactions.

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

Of the 253 institutional investors that sold iShares MSCI USA ESG Select ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($1.20M), Ameriprise Financial Inc. ($222.23K), Ellevest Inc. ($188.14K), Raymond James Financial Inc. ($180.12K), Spinnaker Trust ($106.14K), World Investment Advisors ($92.15K), and Tompkins Financial Corp ($59.03K).

How much institutional selling is happening at iShares MSCI USA ESG Select ETF?

Institutional investors have sold a total of 3,125,607 shares in the last 24 months. This volume of shares sold represents approximately $382.57M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 9/16/2025 by MarketBeat.com Staff
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