iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership $120.12 -0.80 (-0.66%) As of 05/23/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)Number ofInstitutional Buyers(last 12 months)231TotalInstitutional Inflows(last 12 months)$466.95MNumber ofInstitutional Sellers(last 12 months)228TotalInstitutional Outflows(last 12 months)$200.02M Get SUSA Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares MSCI USA ESG Select ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/22/2025 Rollins Financial Advisors LLC6,068$697K0.1%-12.7%0.021% 5/21/2025 McAdam LLC5,059$581K0.0%+9.8%0.018% 5/21/2025 Geneos Wealth Management Inc.1,816$209K0.0%+10.3%0.006% 5/20/2025 Acorns Advisers LLC382,178$43.90M0.4%+2.5%1.334% 5/20/2025 Focus Partners Wealth21,142$2.43M0.0%+6.4%0.074% 5/20/2025 Nepc LLC7,924$910K0.0%+2.0%0.028% 5/20/2025 Glenview Trust co42,500$4.88M0.1%+21.4%0.148% 5/19/2025 Jane Street Group LLC10,075$1.16M0.0%N/A0.035% 5/19/2025 SageView Advisory Group LLC30,860$3.55M0.2%-32.4%0.108% 5/19/2025 SCS Capital Management LLC5,283$607K0.0%N/A0.018% Get the Latest News and Ratings for SUSA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares MSCI USA ESG Select ETF and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 Goldman Sachs Group Inc.2,597$298K0.0%-8.4%0.009% 5/16/2025 Jones Financial Companies Lllp8,752$986K0.0%-42.9%0.031% 5/16/2025 Permanens Capital L.P.48,641$5.59M1.0%+7.2%0.170% 5/16/2025 Nepc LLC7,924$910K0.0%+2.0%0.028% 5/16/2025 NewEdge Advisors LLC54,630$6.28M0.0%+6.4%0.191% 5/16/2025 Integrated Wealth Concepts LLC12,924$1.49M0.0%-3.7%0.045% 5/15/2025 Federation des caisses Desjardins du Quebec22,137$2.54M0.0%+3.3%0.077% 5/15/2025 EP Wealth Advisors LLC4,741$545K0.0%-5.2%0.017% 5/15/2025 First Manhattan CO. LLC.2,238$257K0.0%N/A0.008% 5/15/2025 Capital Investment Counsel LLC6,669$766K0.1%-30.2%0.023% 5/15/2025 Royal Bank of Canada572,801$65.80M0.0%-1.7%1.999% 5/15/2025 MAI Capital Management4,848$557K0.0%-9.6%0.017% 5/15/2025 Connecticut Wealth Management LLC2,859$328K0.0%N/A0.010% 5/15/2025 Baird Financial Group Inc.146,190$16.79M0.0%-2.9%0.510% 5/15/2025 Evergreen Capital Management LLC14,298$1.64M0.1%-0.7%0.050% 5/15/2025 Gerber Kawasaki Wealth & Investment Management9,128$1.05M0.0%-1.7%0.032% 5/14/2025 Comerica Bank5,449$626K0.0%-2.7%0.019% 5/14/2025 Smartleaf Asset Management LLC514$59K0.0%N/A0.002% 5/14/2025 Northwestern Mutual Wealth Management Co.82,757$9.51M0.0%+0.7%0.289% 5/14/2025 Sax Wealth Advisors LLC19,835$2.28M0.2%+135.5%0.069% 5/14/2025 Kestra Advisory Services LLC24,218$2.78M0.0%-23.8%0.085% 5/14/2025 Wescott Financial Advisory Group LLC11,739$1.35M0.1%-1.1%0.041% 5/14/2025 Ameriprise Financial Inc.650,947$74.74M0.0%-17.1%2.272% 5/14/2025 Flow Traders U.S. LLC9,936$1.14M0.0%N/A0.035% 5/14/2025 Tradition Wealth Management LLC3,188$366K0.0%+11.4%0.011% 5/13/2025 Global View Capital Management LLC3,170$364K0.1%-32.3%0.011% 5/13/2025 Moment Partners LLC8,047$924K0.2%-3.8%0.028% 5/13/2025 Steward Partners Investment Advisory LLC28,630$3.29M0.0%-54.3%0.100% 5/13/2025 Raymond James Financial Inc.202,228$23.23M0.0%-45.0%0.706% 5/13/2025 Harfst & Associates Inc.1,891$217K0.1%-10.6%0.007% Little-known 2021 NYSE “loophole” for Bitcoin enthusiasts (Ad)We’re on the edge of what could be a massive parabolic move in Bitcoin that pushes the price past all-time highs… and over $100K. There was a little-known move by the NYSE in late 2021 that opened up a “loophole” for anyone with a regular brokerage account to take advantage of Bitcoin. Combined with a Trump presidency—who says he wants to be known as the first “Crypto President”—this creates an unprecedented opportunity. You’ll want to see the explosive opportunity that looks ready to surge in the days and weeks ahead5/13/2025 HighTower Advisors LLC78,499$9.02M0.0%-9.3%0.274% 5/13/2025 Trillium Asset Management LLC3,748$431K0.0%-3.2%0.013% 5/12/2025 Cobblestone Capital Advisors LLC NY33,050$3.80M0.2%-10.5%0.115% 5/12/2025 JPMorgan Chase & Co.1,499,695$172.27M0.0%-6.9%5.235% 5/12/2025 Balanced Rock Investment Advisors LLC2,690$309K0.2%-66.2%0.009% 5/12/2025 FSA Wealth Partners Inc.14,341$1.65M0.6%-36.8%0.050% 5/12/2025 Flagship Wealth Advisors LLC1,190$137K0.1%-31.5%0.004% 5/9/2025 Roof Eidam Maycock Peralta LLC49,864$5.73M1.5%-9.5%0.174% 5/9/2025 Chicago Partners Investment Group LLC14,661$1.70M0.1%+1.7%0.051% 5/9/2025 Citizens Financial Group Inc. RI3,345$384K0.0%N/A0.012% 5/9/2025 Natural Investments LLC3,668$421K0.1%+24.3%0.013% 5/9/2025 Financial Connections Group Inc.1,350$155K0.1%-36.7%0.005% 5/9/2025 McClarren Financial Advisors Inc.4,468$513K0.4%+2.9%0.016% 5/9/2025 Atria Wealth Solutions Inc.2,399$276K0.0%-43.0%0.008% 5/9/2025 Farrow Financial Inc.96,320$11.06M7.4%-1.1%0.337% 5/9/2025 Empower Advisory Group LLC2,933$337K0.0%-9.8%0.010% 5/9/2025 Commonwealth Equity Services LLC211,505$24.30M0.0%+105.5%0.740% 5/9/2025 Blair William & Co. IL21,007$2.41M0.0%-9.8%0.073% 5/9/2025 PNC Financial Services Group Inc.997,373$114.57M0.1%-0.7%3.487% 5/8/2025 TIAA Trust National Association15,184$1.74M0.0%+18.9%0.053% 5/8/2025 Baker Avenue Asset Management LP13,321$1.53M0.0%-9.4%0.047% 5/8/2025 ProVise Management Group LLC5,020$577K0.0%-3.2%0.018% 5/8/2025 US Bancorp DE136,272$15.65M0.1%-16.7%0.476% 5/8/2025 Harbour Investments Inc.1,844$212K0.0%+16.4%0.006% 5/8/2025 NorthRock Partners LLC17,708$2.03M0.1%+1.1%0.062% 5/8/2025 Arkadios Wealth Advisors2,474$284K0.0%+10.5%0.009% 5/7/2025 Pinnacle Wealth Management Advisory Group LLC3,927$451K0.0%+33.1%0.014% 5/7/2025 Portland Global Advisors LLC9,780$1.12M0.1%-16.4%0.034% 5/7/2025 LPL Financial LLC302,566$34.76M0.0%-2.4%1.058% 5/7/2025 Integrated Investment Consultants LLC9,560$1.10M0.2%-2.4%0.033% 5/7/2025 HB Wealth Management LLC22,319$2.56M0.0%+42.7%0.078% 5/6/2025 Assetmark Inc.517$59K0.0%N/A0.002% 5/6/2025 Cetera Investment Advisers51,858$5.96M0.0%-3.6%0.181% 5/6/2025 Avantax Advisory Services Inc.13,871$1.59M0.0%-0.6%0.049% 5/6/2025 Kelman Lazarov Inc.2,723$313K0.1%+56.9%0.010% 5/6/2025 Journey Strategic Wealth LLC10,006$1.15M0.0%+1.2%0.035% 5/6/2025 Advisor OS LLC2,267$260K0.0%-18.7%0.008% 5/6/2025 Pinnacle Associates Ltd.5,193$597K0.0%+29.3%0.018% 5/6/2025 AE Wealth Management LLC351$40K0.0%-97.4%0.001% 5/6/2025 IMA Advisory Services Inc.469,719$53.96M6.4%N/A1.642% 5/6/2025 Accredited Investors Inc.59,733$6.86M0.4%-0.4%0.209% 5/6/2025 Bank Julius Baer & Co. Ltd Zurich8,713$1.00M0.0%-5.1%0.030% 5/5/2025 Crestwood Advisors Group LLC20,676$2.38M0.0%+88.2%0.072% 5/5/2025 Millstone Evans Group LLC731$84K0.1%-16.6%0.003% 5/5/2025 Fountainhead AM LLC8,992$1.03M0.2%-16.5%0.031% 5/5/2025 FAS Wealth Partners Inc.616$71K0.0%-24.3%0.002% 5/5/2025 Private Advisor Group LLC36,272$4.17M0.0%-1.3%0.127% 5/2/2025 Bear Mountain Capital Inc.36,392$4.16M1.6%+2.0%0.127% 5/2/2025 Members Trust Co9,537$1.10M0.0%+44.1%0.033% 5/2/2025 Bailard Inc.24,350$2.80M0.1%-7.2%0.085% Little-known 2021 NYSE “loophole” for Bitcoin enthusiasts (Ad)We’re on the edge of what could be a massive parabolic move in Bitcoin that pushes the price past all-time highs… and over $100K. There was a little-known move by the NYSE in late 2021 that opened up a “loophole” for anyone with a regular brokerage account to take advantage of Bitcoin. Combined with a Trump presidency—who says he wants to be known as the first “Crypto President”—this creates an unprecedented opportunity. You’ll want to see the explosive opportunity that looks ready to surge in the days and weeks ahead5/2/2025 Litman Gregory Wealth Management LLC14,751$1.69M0.1%-2.1%0.052% 5/2/2025 Wealthgarden F.S. LLC2,185$251K0.2%+19.0%0.008% 5/1/2025 Gould Asset Management LLC CA13,308$1.53M0.3%-2.0%0.047% 5/1/2025 LRI Investments LLC5,430$624K0.1%N/A0.019% 5/1/2025 Asset Dedication LLC22,489$2.58M0.2%+3.3%0.079% 5/1/2025 CWM LLC21,667$2.49M0.0%+0.8%0.076% 5/1/2025 3EDGE Asset Management LP47,087$5.41M0.4%-6.7%0.165% 5/1/2025 Fingerlakes Wealth Management Inc.17,189$1.98M1.7%+4.1%0.060% 4/30/2025 MJP Associates Inc. ADV2,238$257K0.0%-18.9%0.008% 4/30/2025 Round Rock Advisors LLC8,927$1.03M0.2%+2.3%0.031% (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, 461 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 SUSA's institutional investors. Which institutional investors have been buying iShares MSCI USA ESG Select ETF stock? Of the 354 institutional investors that purchased iShares MSCI USA ESG Select ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($13.45M), 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), and Raymond James & Associates ($260.41K). How much institutional buying is happening at iShares MSCI USA ESG Select ETF? Institutional investors have bought a total of 24,572,434 shares in the last 24 months. This purchase volume represents approximately $2.39B in transactions. Which iShares MSCI USA ESG Select ETF major shareholders have been selling company stock? Of the 298 institutional investors that sold iShares MSCI USA ESG Select ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($284.16K), Money Design Co. Ltd. ($256.17K), Spinnaker Trust ($221.54K), PNC Financial Services Group Inc. ($208.53K), Ameriprise Financial Inc. ($174.49K), JPMorgan Chase & Co. ($170.76K), and Raymond James Financial Inc. ($165.79K). How much institutional selling is happening at iShares MSCI USA ESG Select ETF? Institutional investors have sold a total of 3,377,535 shares in the last 24 months. This volume of shares sold represents approximately $360.10M in transactions. Related Companies XT Institutional Ownership AIQ Institutional Ownership GNR Institutional Ownership BOTZ Institutional Ownership GUNR Institutional Ownership USCL Institutional Ownership GRID Institutional Ownership ESGE Institutional Ownership KOMP Institutional Ownership HACK Institutional Ownership This page (NYSEARCA:SUSA) was last updated on 5/25/2025 by MarketBeat.com Staff From Our PartnersGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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