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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$151.99 +0.33 (+0.22%)
As of 07/24/2026 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)
245
Total
Institutional Inflows
(last 12 months)
$297.53M
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$444.67M
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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
7/10/2026 Financial Planning Fort Collins LLC7,854$1.22M0.9%-1.8%0.030%
7/9/2026 Shira Ridge Wealth Management288,096$44.45M15.5%-1.0%1.100%
7/9/2026 Focus Financial Network Inc.2,132$329K0.0%-3.0%0.008%
7/9/2026 Birchbrook Inc.1,991$307K0.1%-12.7%0.008%
7/9/2026 GoalVest Advisory LLC15,440$2.38M0.4%-4.1%0.059%
7/9/2026 Everpar Advisors LLC1,370$211K0.1%N/A0.005%
7/8/2026 Colorado Capital Management Inc.9,395$1.47M0.5%-18.2%0.036%
7/8/2026 Ryan Investment Management Inc.12,961$2M0.9%+161.4%0.049%
7/8/2026 Apella Capital LLC7,271$1.12M0.0%-1.3%0.028%
7/7/2026 CGN Advisors LLC20,793$3.21M0.2%-1.6%0.079%
7/7/2026 Pathway Financial Advisors LLC1,869$288K0.0%+5.9%0.007%
6/16/2026Empowered Funds LLC1,680$222K0.0%N/A0.006%
6/3/2026Parallel Advisors LLC500$66K0.0%+17.9%0.002%
6/3/2026NewEdge Advisors LLC55,559$7.34M0.0%-6.3%0.212%
6/1/2026Flagship Wealth Advisors LLC781$99K0.0%-33.6%0.003%
5/29/2026Asset Dedication LLC18,442$2.44M0.2%-2.0%0.070%
5/26/2026Glenmede Trust Co. NA5,242$692K0.0%-38.4%0.020%
5/21/2026JDM Financial Group LLC696$92K0.0%N/A0.003%
5/20/2026January Capital Advisors LLC1,960$259K0.3%N/A0.007%
5/20/2026 SOA Wealth Advisors LLC.9,939$1.31M0.1%-1.4%0.038%
5/20/2026 Boothe Investment Group Inc.1,626$215K0.1%-8.0%0.006%
5/19/2026Bank of America Corp DE1,461,098$193.01M0.0%-9.6%5.577%
5/18/2026Royal Bank of Canada687,964$90.88M0.0%+8.6%2.626%
5/18/2026Empowered Funds LLC1,680$222K0.0%N/A0.006%
5/18/2026Evelyn Partners Investment Management Europe Ltd428$57K0.0%+613.3%0.002%
5/18/2026Evercore Wealth Management LLC13,358$1.77M0.0%-1.1%0.051%
5/16/2026Glen Eagle Advisors LLC860$114K0.0%-10.9%0.003%
5/16/2026Excelsior Advisor Network LLC2,608$345K0.1%+3.5%0.010%
5/16/2026Family Manage LLC1,798$238K0.0%+6.6%0.007%
5/15/2026Waverly Advisors LLC6,876$908K0.0%-30.2%0.026%
5/14/2026Modern Wealth Management LLC29,291$3.90M0.1%-4.9%0.112%
5/14/2026Lido Advisors LLC8,739$1.15M0.0%-4.1%0.033%
5/13/2026Cetera Investment Advisers96,974$12.81M0.0%+0.8%0.370%
5/8/2026PNC Financial Services Group Inc.1,064,924$140.68M0.1%-2.8%4.065%
5/7/2026Hollencrest Capital Management1,055$139K0.0%+25.1%0.004%
5/7/2026Parallel Advisors LLC500$66K0.0%+17.9%0.002%
5/6/2026IMA Advisory Services Inc.522,494$69.02M6.7%+1.6%1.994%
5/6/2026SK Wealth Management LLC8,661$1.16M0.3%+2.8%0.033%
5/6/2026Gould Asset Management LLC CA13,391$1.77M0.3%+7.9%0.051%
5/5/2026D.A. Davidson & CO.39,936$5.28M0.0%-6.5%0.152%
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5/5/2026Sanctuary Advisors LLC2,963$391K0.0%-12.9%0.011%
5/5/2026Members Trust Co9,646$1.27M0.0%-1.0%0.037%
5/5/2026Avantax Planning Partners Inc.11,648$1.54M0.0%-1.1%0.044%
5/1/2026 Ferguson Wellman Capital Management Inc.2,489$329K0.0%-5.0%0.010%
5/1/2026Citizens Financial Group Inc. RI3,201$423K0.0%-4.3%0.012%
5/1/2026Midwest Trust Co7,950$1.05M0.0%+2.9%0.030%
5/1/2026Fifth Third Bancorp8,982$1.19M0.0%+211.6%0.034%
5/1/2026WealthShield Partners LLC5,590$738K0.1%-12.7%0.021%
5/1/2026Financial Connections Group Inc.773$102K0.0%-42.7%0.003%
5/1/2026Farrow Financial Inc.97,527$12.88M7.3%-0.5%0.372%
5/1/2026Villere ST Denis J & Co. LLC2,500$330K0.0%-16.7%0.010%
4/30/2026 Accredited Investors Inc.52,961$7.00M0.4%+4.5%0.202%
4/30/2026Kestra Advisory Services LLC27,437$3.62M0.0%+11.4%0.105%
4/30/2026 Bluestem Financial Advisors LLC10,861$1.44M0.6%+3.4%0.041%
4/29/2026Penobscot Investment Management Company Inc.2,756$364K0.0%+34.0%0.011%
4/28/2026Whittier Trust Co. of Nevada Inc.19,599$2.63M0.1%-0.5%0.075%
4/28/2026Whittier Trust Co.1,000$134K0.0%N/A0.004%
4/28/2026 LVZ Inc.2,068$273K0.0%-32.2%0.008%
4/28/2026Walkner Condon Financial Advisors LLC5,295$700K0.1%-1.9%0.020%
4/27/2026 PFG Investments LLC3,015$398K0.0%-7.1%0.012%
4/27/2026World Investment Advisors94,823$12.53M0.2%-6.0%0.362%
4/27/2026Private Advisor Group LLC19,172$2.53M0.0%-4.1%0.073%
4/25/2026Axis Wealth Partners LLC1,952$258K0.1%-8.0%0.007%
4/25/2026Keybank National Association OH53,404$7.06M0.0%-1.7%0.203%
4/24/2026 Financial Life Planners186$25K0.0%N/A0.001%
4/24/2026 First Pacific Financial12,464$1.65M0.2%-11.4%0.047%
4/23/2026Spinnaker Trust572,548$75.63M4.2%-2.3%2.181%
4/23/2026Simmons Bank22,310$2.95M0.2%-6.8%0.085%
4/23/2026Bigelow Investment Advisors LLC10,241$1.35M0.5%-12.6%0.039%
4/23/2026Continuum Advisory LLC3,279$433K0.0%N/A0.012%
4/22/2026Janney Montgomery Scott LLC48,516$6.41M0.0%+4.5%0.185%
4/21/2026 Laurel Oak Wealth Management LLC1,743$230K0.0%-6.1%0.007%
4/21/2026 Hoxton Planning & Management LLC1,975$261K0.1%+22.5%0.008%
4/20/2026Corundum Group Inc.50,149$6.63M2.2%-1.8%0.191%
4/20/2026Greenup Street Wealth Management LLC8,075$1.07M0.2%-6.3%0.031%
4/20/2026 Apella Capital LLC7,364$1.06M0.0%+11.7%0.028%
4/18/2026 New Covenant Trust Company N.A.13,085$1.73M1.5%-6.7%0.050%
4/17/2026Bell Investment Advisors Inc471$62K0.0%-67.7%0.002%
4/17/2026SWP Financial LLC2,671$353K0.2%+7.6%0.010%
4/17/2026 Stewardship Advisors LLC117,795$15.56M3.6%+5.1%0.449%
4/17/2026CPC Advisors LLC24,475$3.23M0.5%-2.3%0.093%
4/17/2026 Brookstone Capital Management36,554$4.83M0.1%+4.1%0.139%
4/16/2026 McClarren Financial Advisors Inc.6,927$915K0.5%+138.4%0.026%
3/17/2026Rockefeller Capital Management L.P.39,240$5.47M0.0%+14.8%0.148%
3/16/2026 Bank of New Hampshire5,790$807K0.2%-3.3%0.022%
3/13/2026World Investment Advisors100,874$14.06M0.2%-1.1%0.379%
3/12/2026Vericrest Private Wealth1,447$202K0.2%N/A0.005%
3/9/2026Corient Private Wealth LLC16,156$2.25M0.0%+2.1%0.061%
3/4/2026Pure Financial Advisors LLC29,801$4.15M0.1%-0.7%0.112%
3/4/2026Rehmann Capital Advisory Group7,033$980K0.1%+292.7%0.026%
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2/27/2026Financially in Tune LLC23,034$3.21M3.0%N/A0.087%
2/19/2026Corient Private Wealth LLC16,146$2.25M0.0%+2.0%0.061%
2/18/2026Mercer Global Advisors Inc. ADV305,852$42.62M0.1%+2.6%1.150%
2/18/2026 Financial Planning Fort Collins LLC7,721$1.08M0.9%N/A0.029%
2/18/2026Beacon Pointe Advisors LLC10,734$1.50M0.0%+7.2%0.040%
2/18/2026FAS Wealth Partners Inc.219$31K0.0%-64.6%0.001%
2/18/2026EP Wealth Advisors LLC5,029$701K0.0%N/A0.019%
2/18/2026NewEdge Advisors LLC59,318$8.27M0.0%+0.3%0.223%
2/18/2026VestGen Advisors LLC2,224$310K0.0%-79.0%0.008%
2/18/2026Evolve Private Wealth LLC9,986$1.39M0.1%N/A0.038%


SUSA Institutional Ownership - Frequently Asked Questions

During the previous two years, 510 institutional investors and hedge funds held shares of iShares MSCI USA ESG Select ETF. The most heavily invested institutionals were Bank of America Corp DE ($193.01M), Morgan Stanley ($140.96M), PNC Financial Services Group Inc. ($140.68M), Royal Bank of Canada ($90.88M), Spinnaker Trust ($75.63M), M&T Bank Corp ($72.59M), and IMA Advisory Services Inc. ($69.02M).Learn more on iShares MSCI USA ESG Select ETF's institutional investors.

Of the 377 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: Raymond James Financial Inc. ($736.04K), Accredited Investors Inc. ($720.17K), IMA Advisory Services Inc. ($525.66K), Northwestern Mutual Wealth Management Co. ($466.44K), World Investment Advisors LLC ($390.63K), Envestnet Asset Management Inc. ($151.54K), and Royal Bank of Canada ($150.72K).

Institutional investors have bought a total of 2,183,865 shares in the last 24 months. This purchase volume represents approximately $297.53M in transactions.

Of the 225 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. ($1.11M), M&T Bank Corp ($526.07K), Bank of America Corp DE ($198.71K), Ellevest Inc. ($187.27K), Ameriprise Financial Inc. ($157.49K), Envestnet Asset Management Inc. ($145.82K), and UBS Group AG ($113.88K).

Institutional investors have sold a total of 3,367,453 shares in the last 24 months. This volume of shares sold represents approximately $444.67M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 7/25/2026 by MarketBeat.com Staff.
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