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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$129.83 +0.75 (+0.58%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Number of
Institutional Buyers
(last 12 months)
230
Total
Institutional Inflows
(last 12 months)
$454.89M
Number of
Institutional Sellers
(last 12 months)
237
Total
Institutional Outflows
(last 12 months)
$196.66M
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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
7/25/2025NorthRock Partners LLC17,959$2.28M0.1%+1.4%0.065%
7/25/2025Envestnet Portfolio Solutions Inc.2,827$358K0.0%-10.0%0.010%
7/25/2025Wealth Architects LLC2,734$347K0.0%-12.6%0.010%
7/25/2025Concord Wealth Partners540$68K0.0%N/A0.002%
7/25/2025Sequoia Financial Advisors LLC12,940$1.64M0.0%-6.1%0.047%
7/25/2025CWM LLC19,827$2.51M0.0%-8.5%0.072%
7/25/2025Vanguard Personalized Indexing Management LLC15,933$2.02M0.0%-5.0%0.058%
7/25/2025Concurrent Investment Advisors LLC2,416$306K0.0%+7.8%0.009%
7/25/2025Johnson Investment Counsel Inc.4,384$556K0.0%+2.0%0.016%
7/25/2025Natural Investments LLC3,061$387K0.1%-16.5%0.011%
7/24/2025 JNBA Financial Advisors6,516$826K0.1%+3.1%0.024%
7/24/2025 Robertson Stephens Wealth Management LLC32,564$4.13M0.1%-5.4%0.118%
7/24/2025 Blair William & Co. IL20,542$2.60M0.0%-2.2%0.074%
7/24/2025 US Bancorp DE125,345$15.89M0.0%-8.0%0.452%
7/23/2025 Peak Financial Management Inc.4,575$580K0.2%+2.0%0.016%
7/23/2025 Eagle Strategies LLC1,817$230K0.0%-5.4%0.007%
7/23/2025 Bar Harbor Wealth Management2,402$304K0.0%-11.1%0.009%
7/23/2025 ETF Portfolio Partners Inc.1,821$231K0.1%N/A0.007%
7/23/2025 Traphagen Investment Advisors LLC7,589$962K0.1%-8.3%0.027%
7/23/2025 Winthrop Advisory Group LLC12,287$1.56M0.2%-3.8%0.044%
7/23/2025 Bear Mountain Capital Inc.37,899$4.85M1.7%+4.1%0.137%
7/23/2025 NBT Bank N A NY2,080$264K0.0%-49.7%0.007%
7/23/2025 Sax Wealth Advisors LLC19,130$2.43M0.1%-3.6%0.069%
7/23/2025 Bluestem Financial Advisors LLC10,507$1.33M0.6%-7.1%0.038%
7/22/2025 Relyea Zuckerberg Hanson LLC27,110$3.44M0.4%-4.0%0.098%
7/22/2025 Grimes & Company Inc.31,004$3.93M0.1%+3.1%0.112%
7/22/2025 Stanich Group LLC1,681$214K0.2%-16.2%0.006%
7/21/2025 Quent Capital LLC95,424$12.10M1.2%-2.1%0.344%
7/21/2025 Corundum Group Inc.64,099$8.13M3.6%-3.3%0.231%
7/21/2025 Ameritas Advisory Services LLC875$111K0.0%-90.1%0.003%
7/21/2025 Warner Financial Inc.3,702$469K0.2%-6.1%0.013%
7/21/2025 Abacus Planning Group Inc.8,627$1.09M0.1%-1.8%0.031%
7/21/2025 FSA Wealth Partners Inc.13,409$1.70M0.8%-6.5%0.048%
7/21/2025 Kennebec Savings Bank1,696$215K0.2%-21.0%0.006%
7/18/2025 Parsons Capital Management Inc. RI5,481$695K0.0%-2.9%0.020%
7/18/2025 Pure Financial Advisors LLC30,047$3.81M0.1%+1.8%0.108%
7/18/2025 SOA Wealth Advisors LLC.10,097$1.28M0.1%-22.8%0.036%
7/18/2025 First Pacific Financial17,025$2.16M0.3%-5.2%0.061%
7/18/2025 SWP Financial LLC2,609$331K0.2%-4.7%0.009%
7/18/2025 Forza Wealth Management LLC1,992$252K0.1%N/A0.007%
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7/18/2025 SigFig Wealth Management LLC2,415$304K0.0%+28.0%0.009%
7/18/2025 PFG Investments LLC3,353$425K0.0%-23.8%0.012%
7/18/2025 Truist Financial Corp178,395$22.61M0.0%-2.4%0.643%
7/17/2025 One Wealth Advisors LLC17,086$2.17M0.3%-1.7%0.061%
7/17/2025 LexAurum Advisors LLC1,678$213K0.0%-7.6%0.006%
7/17/2025 Janney Montgomery Scott LLC52,934$6.71M0.0%+8.6%0.190%
7/17/2025 Coastline Trust Co8,469$1.07M0.1%-4.0%0.030%
7/17/2025 Hengehold Capital Management LLC6,045$766K0.1%-6.0%0.022%
7/16/2025 Diversified Enterprises LLC4,099$520K0.0%-12.1%0.015%
7/16/2025 Meridian Financial LLC4,718$598K0.4%-4.1%0.017%
7/15/2025 McAdam LLC5,376$681K0.0%+6.3%0.019%
7/15/2025 Well Done LLC5,906$748K0.1%+5.9%0.021%
7/15/2025 North Star Investment Management Corp.3,869$490K0.0%+2.7%0.014%
7/15/2025 Mather Group LLC.5,011$635K0.0%-13.7%0.018%
7/15/2025 Fifth Third Bancorp3,011$382K0.0%-7.6%0.011%
7/15/2025 Retirement Income Solutions Inc1,607$204K0.0%N/A0.006%
7/15/2025 LVZ Inc.3,052$387K0.0%+2.9%0.011%
7/14/2025 Mechanics Bank Trust Department4,717$598K0.1%+31.0%0.017%
7/14/2025 Parkshore Wealth Management Inc.1,697$215K0.1%N/A0.006%
7/14/2025 Sound Stewardship LLC3,383$429K0.2%-60.3%0.012%
7/11/2025 Bond & Devick Financial Network Inc.11,739$1.49M0.5%-1.1%0.042%
7/11/2025 Colorado Capital Management Inc.13,469$1.79M0.8%-9.8%0.048%
7/11/2025 Hilltop Wealth Advisors LLC43,247$5.48M3.1%+1.1%0.153%
7/11/2025 Farther Finance Advisors LLC5,973$757K0.0%-30.9%0.021%
7/11/2025 Adirondack Trust Co.729$92K0.0%-69.0%0.003%
7/11/2025 Bell Bank4,715$598K0.0%-2.9%0.017%
7/10/2025 Ryan Investment Management Inc.12,543$1.59M1.0%N/A0.044%
7/10/2025 Charter Oak Capital Management LLC75,706$9.60M0.8%-0.9%0.268%
7/10/2025 Stewardship Advisors LLC93,112$11.80M3.0%-1.9%0.330%
7/10/2025 Ferguson Wellman Capital Management Inc.2,676$339K0.0%-13.0%0.009%
7/10/2025 Wealth Enhancement Advisory Services LLC94,364$12.09M0.0%-1.4%0.335%
7/10/2025 SK Wealth Management LLC7,018$896K0.4%+6.4%0.025%
7/10/2025 Tompkins Financial Corp40,145$5.09M0.5%-17.3%0.142%
7/9/2025 OLIO Financial Planning2,293$291K0.1%N/A0.008%
7/9/2025 Parkside Advisors LLC9,217$1.17M0.3%-2.1%0.033%
7/9/2025 High Probability Advisors LLC2,580$327K0.0%+4.5%0.009%
7/8/2025 Parallel Advisors LLC494$63K0.0%-28.8%0.002%
7/3/2025 Garde Capital Inc.35,150$4.46M0.2%-6.6%0.123%
6/27/2025Goldman Sachs Group Inc.2,597$298K0.0%-8.4%0.009%
6/10/2025Birchbrook Inc.5,592$642K0.4%-60.1%0.020%
6/6/2025eCIO Inc.29,732$3.42M1.1%N/A0.105%
5/22/2025Rollins Financial Advisors LLC6,068$697K0.1%-12.7%0.021%
5/21/2025 McAdam LLC5,059$581K0.0%+9.8%0.018%
5/21/2025Geneos Wealth Management Inc.1,816$209K0.0%+10.3%0.006%
5/20/2025Acorns Advisers LLC382,178$43.90M0.4%+2.5%1.334%
5/20/2025Focus Partners Wealth21,142$2.43M0.0%+6.4%0.074%
5/20/2025Nepc LLC7,924$910K0.0%+2.0%0.028%
5/20/2025Glenview Trust co42,500$4.88M0.1%+21.4%0.148%
5/19/2025Jane Street Group LLC10,075$1.16M0.0%N/A0.035%
5/19/2025SageView Advisory Group LLC30,860$3.55M0.2%-32.4%0.108%
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5/19/2025SCS Capital Management LLC5,283$607K0.0%N/A0.018%
5/16/2025Goldman Sachs Group Inc.2,597$298K0.0%-8.4%0.009%
5/16/2025Jones Financial Companies Lllp8,752$986K0.0%-42.9%0.031%
5/16/2025Permanens Capital L.P.48,641$5.59M1.0%+7.2%0.170%
5/16/2025Nepc LLC7,924$910K0.0%+2.0%0.028%
5/16/2025NewEdge Advisors LLC54,630$6.28M0.0%+6.4%0.191%
5/16/2025Integrated Wealth Concepts LLC12,924$1.49M0.0%-3.7%0.045%
5/15/2025Federation des caisses Desjardins du Quebec22,137$2.54M0.0%+3.3%0.077%
5/15/2025EP Wealth Advisors LLC4,741$545K0.0%-5.2%0.017%
5/15/2025First Manhattan CO. LLC.2,238$257K0.0%N/A0.008%
(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, 463 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 ($180.86M), JPMorgan Chase & Co. ($172.27M), PNC Financial Services Group Inc. ($114.57M), Ameriprise Financial Inc. ($74.74M), Spinnaker Trust ($69.53M), and Royal Bank of Canada ($65.80M).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 351 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. ($469.72K), 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 3,815,026 shares in the last 24 months. This purchase volume represents approximately $454.89M in transactions.

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

Of the 237 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: Spinnaker Trust ($203.42K), Raymond James Financial Inc. ($165.79K), Ameriprise Financial Inc. ($161.50K), JPMorgan Chase & Co. ($121.43K), World Investment Advisors ($92.15K), Tompkins Financial Corp ($59.03K), and US Bancorp DE ($55.13K).

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

Institutional investors have sold a total of 1,681,199 shares in the last 24 months. This volume of shares sold represents approximately $196.66M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 7/25/2025 by MarketBeat.com Staff
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