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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$132.21 -0.22 (-0.17%)
As of 03:11 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)
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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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025Osaic Holdings Inc.48,377$6.14M0.0%-7.9%0.175%
8/27/2025Orion Porfolio Solutions LLC5,038$639K0.0%-2.1%0.018%
8/26/2025Thrivent Financial for Lutherans3,396$430K0.0%-44.2%0.012%
8/25/2025Silverlake Wealth Management LLC4,894$620K0.2%-3.2%0.018%
8/19/2025Advisory Services Network LLC47,367$6.09M0.1%-37.6%0.172%
8/19/2025Asset Dedication LLC21,983$2.79M0.2%-2.2%0.080%
8/18/2025Geneos Wealth Management Inc.1,986$252K0.0%+9.4%0.007%
8/18/2025Hollencrest Capital Management843$107K0.0%N/A0.003%
8/16/2025Evergreen Capital Management LLC14,079$1.78M0.1%-1.5%0.051%
8/15/2025Tower Research Capital LLC TRC 3,333$422K0.0%+29.9%0.012%
8/15/2025Global View Capital Management LLC1,902$241K0.1%-40.0%0.007%
8/15/2025Corient Private Wealth LLC14,149$1.80M0.0%-10.8%0.051%
8/15/2025Captrust Financial Advisors11,134$1.41M0.0%-13.9%0.040%
8/15/2025Snowden Capital Advisors LLC11,542$1.46M0.0%+5.3%0.042%
8/15/2025Orion Porfolio Solutions LLC5,038$639K0.0%-2.1%0.018%
8/15/2025MML Investors Services LLC42,615$5.40M0.0%+13.0%0.154%
8/15/2025Modern Wealth Management LLC29,994$3.80M0.1%N/A0.109%
8/15/2025EP Wealth Advisors LLC5,035$638K0.0%+6.2%0.018%
8/15/2025Balanced Rock Investment Advisors LLC2,528$320K0.3%-6.0%0.009%
8/15/2025Bank of America Corp DE1,464,867$185.67M0.0%-1.4%5.307%
8/15/2025Ameriprise Financial Inc.590,215$74.82M0.0%-9.3%2.138%
8/14/2025Connecticut Wealth Management LLC3,082$391K0.0%+7.8%0.011%
8/14/2025Jane Street Group LLC16,400$2.08M0.0%+62.8%0.059%
8/14/2025Raymond James Financial Inc.187,899$23.82M0.0%-7.1%0.681%
8/14/2025NewEdge Advisors LLC53,058$6.73M0.0%-2.9%0.192%
8/14/2025Qube Research & Technologies Ltd344$44K0.0%-56.3%0.001%
8/14/2025Gerber Kawasaki Wealth & Investment Management9,708$1.23M0.0%+6.4%0.035%
8/14/2025Baker Avenue Asset Management LP11,642$1.48M0.0%-12.6%0.042%
8/14/2025Cerity Partners LLC29,351$3.72M0.0%+1.6%0.106%
8/13/2025Shepherd Financial Partners LLC22,360$2.83M0.3%-0.7%0.081%
8/13/2025StoneX Group Inc.2,331$295K0.0%N/A0.008%
8/13/2025SageView Advisory Group LLC30,270$3.93M0.1%-1.9%0.110%
8/13/2025Capital Advisors Wealth Management LLC2,127$270K0.0%-4.6%0.008%
8/13/2025SCS Capital Management LLC5,080$644K0.0%-3.8%0.018%
8/13/2025Portland Global Advisors LLC9,680$1.23M0.1%-1.0%0.035%
8/13/2025Milestone Investment Advisors LLC12,445$1.58M0.4%-13.3%0.045%
8/13/2025Baird Financial Group Inc.182,517$23.13M0.0%+24.8%0.661%
8/13/2025Acorns Advisers LLC426,341$54.04M0.5%+11.6%1.545%
8/13/2025Argyle Capital Partners LLC1,696$215K0.2%N/A0.006%
8/13/2025IAG Wealth Partners LLC2,059$261K0.0%+10.8%0.007%
8/13/2025Beacon Pointe Advisors LLC8,899$1.13M0.0%-3.3%0.032%
8/13/2025M&T Bank Corp503,649$63.84M0.2%-2.4%1.825%
8/13/2025Van Hulzen Asset Management LLC1,705$216K0.0%N/A0.006%
8/13/2025Boston Family Office LLC1,600$203K0.0%N/A0.006%
8/13/2025VestGen Advisors LLC10,549$1.36M0.1%-5.6%0.038%
8/13/2025Northwestern Mutual Wealth Management Co.68,253$8.65M0.0%-17.5%0.247%
8/12/2025J.W. Cole Advisors Inc.14,433$1.83M0.0%+111.0%0.052%
8/12/2025Richmond Investment Services LLC4,662$591K0.1%+100.2%0.017%
8/12/2025Associated Banc Corp2,629$333K0.0%N/A0.010%
8/12/2025Steward Partners Investment Advisory LLC27,851$3.53M0.0%-2.7%0.101%
8/12/2025Global Retirement Partners LLC4,635$588K0.0%N/A0.017%
8/12/2025WealthBridge Capital Management LLC4,717$598K0.2%+3.3%0.017%
8/12/2025Franklin Resources Inc.11,483$1.46M0.0%-9.9%0.042%
8/12/2025Journey Strategic Wealth LLC9,644$1.22M0.0%-3.6%0.035%
8/12/2025JPMorgan Chase & Co.425,834$53.98M0.0%-71.6%1.543%
8/12/2025Bank Julius Baer & Co. Ltd Zurich7,840$994K0.0%-10.0%0.028%
8/11/2025Birchbrook Inc.3,991$506K0.3%-28.6%0.014%
8/11/2025Perennial Investment Advisors LLC1,664$211K0.0%N/A0.006%
8/11/2025Wescott Financial Advisory Group LLC13,730$1.74M0.2%+17.0%0.050%
8/11/2025Farrow Financial Inc.97,580$12.37M7.5%+1.3%0.354%
8/11/2025Bell Investment Advisors Inc1,787$226K0.0%+95.1%0.006%
8/8/2025Rockefeller Capital Management L.P.16,369$2.08M0.0%+8.6%0.059%
8/8/2025MJP Associates Inc. ADV1,682$213K0.0%-24.8%0.006%
8/8/2025Cetera Investment Advisers65,079$8.25M0.0%+25.5%0.236%
8/8/2025Creative Planning48,234$6.11M0.0%-1.7%0.175%
8/8/2025WealthShield Partners LLC7,025$890K0.1%-4.0%0.025%
8/8/2025Good Life Advisors LLC8,312$1.05M0.1%+2.8%0.030%
8/8/2025Bailard Inc.22,868$2.90M0.1%-6.1%0.083%
8/8/2025Accredited Investors Inc.55,584$7.05M0.4%-6.9%0.201%
8/8/2025PNC Financial Services Group Inc.1,040,107$131.83M0.1%+4.3%3.769%
8/8/2025SBI Securities Co. Ltd.1,085$138K0.0%-14.9%0.004%
8/8/2025eCIO Inc.58,174$7.37M3.1%+95.7%0.211%
8/8/2025IMA Advisory Services Inc.477,637$60.54M6.6%+1.7%1.731%
8/7/2025Fund Evaluation Group LLC124,086$15.72M0.6%-3.5%0.450%
8/7/2025Fountainhead AM LLC8,271$1.05M0.2%-8.0%0.030%
8/7/2025Midwest Trust Co7,144$906K0.0%N/A0.026%
8/7/2025LFA Lugano Financial Advisors SA1,343$170K0.1%-97.2%0.005%
8/7/2025Brio Consultants LLC4,840$613K0.1%+24.8%0.018%
8/7/2025Rollins Financial Advisors LLC5,968$756K0.1%-1.6%0.022%
8/7/2025Sound View Wealth Advisors Group LLC3,727$472K0.0%-3.5%0.014%
8/6/2025AGF Management Ltd.4,900$621K0.0%+14.0%0.018%
8/6/2025AE Wealth Management LLC665$84K0.0%+89.5%0.002%
8/6/2025Savant Capital LLC3,735$473K0.0%+92.2%0.014%
8/6/2025Long Run Wealth Advisors LLC30,451$3.86M0.8%-5.3%0.110%
8/6/2025Atlantic Union Bankshares Corp832$105K0.0%N/A0.003%
8/6/2025Trillium Asset Management LLC3,648$462K0.0%-2.7%0.013%
8/5/2025Arrowroot Family Office LLC2,879$365K0.2%N/A0.010%
8/5/2025Ellevest Inc.13,582$1.72M0.3%-93.2%0.049%
8/5/2025Crestwood Advisors Group LLC19,844$2.52M0.0%-4.0%0.072%
8/5/2025Freestone Capital Holdings LLC7,479$948K0.0%-28.0%0.027%
8/5/2025Westside Investment Management Inc.6,831$866K0.2%-5.5%0.025%
8/5/2025Bank of Montreal Can52,517$6.66M0.0%+0.3%0.190%
8/5/2025Mission Wealth Management LP432,818$54.86M1.2%-10.5%1.568%
8/5/2025TIAA Trust National Association13,844$1.76M0.0%-8.8%0.050%
8/4/2025Ledyard National Bank22,347$2.83M0.3%+5.8%0.081%
8/4/2025Spinnaker Trust594,652$75.37M4.5%-1.8%2.155%
8/4/2025Keybank National Association OH54,281$6.88M0.0%-3.5%0.197%
8/4/2025Spire Wealth Management1,305$165K0.0%-29.2%0.005%
8/4/2025Hantz Financial Services Inc.386$49K0.0%N/A0.001%
8/4/2025World 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 9/10/2025 by MarketBeat.com Staff
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