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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$135.36 +0.95 (+0.71%)
As of 10/17/2025 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)
248
Total
Institutional Inflows
(last 12 months)
$482.00M
Number of
Institutional Sellers
(last 12 months)
252
Total
Institutional Outflows
(last 12 months)
$381.84M
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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
10/17/2025HM Payson & Co.161,986$21.97M0.3%+2.0%0.606%
10/17/2025Private Wealth Management Group LLC2,017$274K0.1%-4.5%0.008%
10/17/2025Harbor Asset Planning Inc.1,553$211K0.2%-16.5%0.006%
10/16/2025 Hilltop Wealth Advisors LLC42,901$5.82M3.0%-0.8%0.160%
10/16/2025 Greenup Street Wealth Management LLC8,747$1.19M0.2%+12.5%0.033%
10/16/2025 Sharper & Granite LLC4,247$576K0.2%-33.2%0.016%
10/16/2025 Capital Advisors Wealth Management LLC2,024$275K0.0%-4.8%0.008%
10/15/2025 CWM LLC19,033$2.58M0.0%-4.0%0.071%
10/15/2025 Curbstone Financial Management Corp7,586$1.03M0.2%+84.3%0.028%
10/15/2025 World Investment Advisors101,961$13.83M0.3%-4.2%0.381%
10/15/2025 Brookstone Capital Management33,081$4.49M0.1%+7.5%0.124%
10/15/2025 McClarren Financial Advisors Inc.4,510$612K0.4%-36.7%0.017%
10/15/2025 DAVENPORT & Co LLC1,774$241K0.0%N/A0.007%
10/14/2025 GLOBALT Investments LLC GA1,492$202K0.0%N/A0.006%
10/14/2025 Cranbrook Wealth Management LLC647$88K0.0%-24.2%0.002%
10/14/2025 West Financial Advisors LLC4,654$631K0.1%-10.7%0.017%
10/14/2025 Retirement Income Solutions Inc.1,880$255K0.0%+17.0%0.007%
10/10/2025 Diversified Enterprises LLC3,545$481K0.0%-13.5%0.013%
10/10/2025 Flputnam Investment Management Co.7,107$964K0.0%-16.2%0.026%
10/9/2025 Princeton Global Asset Management LLC2,242$304K0.1%+34.9%0.008%
10/9/2025 Bath Savings Trust Co1,500$203K0.0%N/A0.006%
10/9/2025 Peak Financial Management Inc.4,795$650K0.2%+4.8%0.018%
10/9/2025 Allodium Investment Consultants LLC3,493$474K0.3%-11.3%0.013%
10/9/2025 Long Run Wealth Advisors LLC28,946$3.93M0.8%-4.9%0.108%
10/8/2025 Tompkins Financial Corp34,070$4.62M0.4%-15.1%0.127%
10/7/2025 New Covenant Trust Company N.A.14,435$1.96M1.8%-11.3%0.054%
9/26/2025Corient Private Wealth LLC14,145$1.79M0.0%-10.8%0.051%
9/22/2025Caldwell Trust Co800$101K0.0%N/A0.003%
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%
8/13/2025 Capital 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%
(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, 470 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 4,010,873 shares in the last 24 months. This purchase volume represents approximately $482.00M in transactions.

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

Of the 252 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 ($96.63K), and Tompkins Financial Corp ($65.10K).

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

Institutional investors have sold a total of 3,116,509 shares in the last 24 months. This volume of shares sold represents approximately $381.84M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 10/18/2025 by MarketBeat.com Staff
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