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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

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$104.41
-0.28 (-0.27%)
(As of 04/25/2024 ET)
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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)
221
Total
Institutional Inflows
(last 12 months)
$1.93B
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$173.14M
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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
4/25/2024Long Run Wealth Advisors LLC41,393$4.52M1.2%-3.0%0.129%
4/25/2024 IAG Wealth Partners LLC1,914$209K0.0%-13.0%0.006%
4/24/2024 Win Advisors Inc.3,834$419K0.2%N/A0.012%
4/24/2024 Round Rock Advisors LLC8,772$958K0.2%+1.8%0.027%
4/24/2024 First Pacific Financial4,746$518K0.1%-5.3%0.015%
4/24/2024 Bar Harbor Wealth Management1,883$206K0.0%-9.2%0.006%
4/23/2024 Bell Bank7,843$856K0.1%-2.0%0.025%
4/23/2024 Charter Oak Capital Management LLC79,254$8.65M0.9%-1.0%0.248%
4/23/2024 Mason & Associates Inc2,130$233K0.1%-29.7%0.007%
4/23/2024 Fifth Third Bancorp1,922$210K0.0%-17.2%0.006%
4/23/2024 McAdam LLC3,766$411K0.0%+9.8%0.012%
4/23/2024 Warner Financial Inc.6,228$680K0.3%-4.1%0.019%
4/23/2024 Raymond James Financial Services Advisors Inc.300,895$32.85M0.0%-20.1%0.940%
4/22/2024 PFG Investments LLC5,997$655K0.0%+35.6%0.019%
4/22/2024 Raymond James & Associates107,879$11.78M0.0%-71.1%0.337%
4/19/2024 Cornerstone Wealth Management LLC20,646$2.25M0.2%+1.5%0.065%
4/19/2024 Westside Investment Management Inc.9,265$1.01M0.2%-5.1%0.029%
4/18/2024 Shira Ridge Wealth Management274,547$29.97M17.2%-0.2%0.858%
4/18/2024 Refined Wealth Management1,833$200K0.1%N/A0.006%
4/18/2024 Woodmont Investment Counsel LLC512$56K0.0%N/A0.002%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC6,228$680K0.2%-5.9%0.019%
4/18/2024 Morris Financial Concepts Inc.4,972$543K0.3%+27.0%0.016%
4/18/2024 Miracle Mile Advisors LLC22,844$2.49M0.1%-3.2%0.071%
4/18/2024 Diversified Trust Co2,323$254K0.0%-18.4%0.007%
4/17/2024 Fiduciary Alliance LLC3,013$328K0.1%-49.6%0.009%
4/17/2024 Winthrop Advisory Group LLC14,247$1.56M0.2%-7.5%0.045%
4/17/2024 Grimes & Company Inc.30,011$3.28M0.1%+11.3%0.094%
4/16/2024 Transform Wealth LLC3,258$356K0.0%N/A0.010%
4/16/2024 Colorado Capital Management Inc.20,677$2.26M1.3%-1.7%0.065%
4/16/2024 Wealth Enhancement Advisory Services LLC77,043$8.41M0.0%-1.8%0.241%
4/15/2024 Corundum Group Inc.69,292$7.57M3.6%+2.1%0.217%
4/15/2024 GoalVest Advisory LLC10,804$1.18M0.4%-2.8%0.034%
4/15/2024 Brookstone Capital Management35,119$3.83M0.1%-5.1%0.110%
4/13/2024 Hoxton Planning & Management LLC1,941$212K0.1%N/A0.005%
4/12/2024 Mechanics Bank Trust Department2,650$289K0.0%-35.5%0.006%
4/12/2024 CGN Advisors LLC23,475$2.56M0.3%+2.8%0.057%
4/12/2024 Westend Capital Management LLC503$55K0.0%N/A0.001%
4/12/2024 Abacus Planning Group Inc.6,495$709K0.1%+10.5%0.016%
4/11/2024 &PARTNERS1,840$201K0.0%N/A0.004%
4/11/2024 MJP Associates Inc. ADV3,227$352K0.1%-4.7%0.008%
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4/10/2024 LexAurum Advisors LLC2,549$278K0.1%+4.4%0.006%
4/10/2024 Aprio Wealth Management LLC15,155$1.65M0.3%-2.6%0.037%
4/10/2024 SOA Wealth Advisors LLC.73,767$8.05M1.7%-2.6%0.179%
4/10/2024 Bank of New Hampshire10,485$1.15M0.3%-7.5%0.025%
4/8/2024 Tompkins Financial Corp80,683$8.81M1.0%+23.7%0.196%
4/5/2024 Hilltop Wealth Advisors LLC17,400$1.90M1.0%-9.0%0.042%
4/5/2024 NBC Securities Inc.400$43K0.0%+47.1%0.001%
3/22/2024PNC Financial Services Group Inc.972,177$97.71M0.1%+1.9%2.363%
3/12/2024Spartan Planning & Wealth Management943$95K0.1%+50.2%0.002%
3/8/2024SWP Financial LLC2,900$291K0.2%N/A0.007%
3/6/2024SageView Advisory Group LLC60,633$6.25M0.2%+9.8%0.147%
2/28/2024Bbjs Financial Advisors LLC3,268$328K0.1%+7.4%0.008%
2/28/2024EP Wealth Advisors LLC5,775$580K0.0%-3.1%0.014%
2/23/2024Chicago Partners Investment Group LLC15,254$1.55M0.1%+0.7%0.037%
2/21/2024Garde Capital Inc.102,849$10.34M0.8%-22.8%0.250%
2/20/2024GLOBALT Investments LLC GA2,368$238K0.0%N/A0.006%
2/20/2024Nepc LLC4,684$471K0.0%N/A0.011%
2/16/2024SageView Advisory Group LLC60,633$6.25M0.2%+9.8%0.147%
2/15/2024Comerica Bank14,749$1.48M0.0%+22.9%0.036%
2/14/2024Wescott Financial Advisory Group LLC7,984$802K0.1%+4.8%0.019%
2/13/2024Fairview Capital Investment Management LLC3,775$379K0.0%+2.7%0.009%
2/13/2024Cornerstone Advisory LLC2,012$202K0.0%N/A0.005%
2/12/2024 Shepherd Financial Partners LLC27,153$2.73M0.4%-1.1%0.066%
2/12/2024Focus Financial Network Inc. ADV2,915$293K0.0%N/A0.007%
2/12/2024Stifel Financial Corp49,836$5.01M0.0%+7.7%0.121%
2/12/2024Mitchell Sinkler & Starr PA1,680$169K0.0%N/A0.004%
2/12/2024DSM Capital Partners LLC7,940$798K0.0%N/A0.019%
2/9/2024Advisory Services Network LLC25,232$2.54M0.1%-0.6%0.061%
2/9/2024ProVise Management Group LLC5,905$594K0.1%+6.0%0.014%
2/9/2024LWS Wealth Advisors Inc.2,181$219K0.1%N/A0.005%
2/9/2024SageView Advisory Group LLC60,633$6.25M0.2%+9.8%0.147%
2/9/2024US Bancorp DE198,764$19.98M0.0%-1.3%0.483%
2/9/2024Franklin Resources Inc.11,580$1.16M0.0%+4.6%0.028%
2/9/2024Assetmark Inc.567$57K0.0%N/A0.001%
2/9/2024Milestone Investment Advisors LLC16,800$1.69M0.5%-7.8%0.041%
2/9/2024Corient Private Wealth LLC17,742$1.78M0.0%+3.5%0.043%
2/9/2024D.A. Davidson & CO.100,428$10.09M0.1%-4.0%0.244%
2/9/2024Clearbridge Investments LLC5,946$598K0.0%N/A0.014%
2/9/2024Wells Fargo & Company MN471,312$47.37M0.0%-1.5%1.145%
2/9/2024Thoroughbred Financial Services LLC2,523$253K0.0%-9.0%0.006%
2/9/2024UBS Group AG612,879$61.60M0.0%-5.6%1.489%
2/9/2024PNC Financial Services Group Inc.972,177$97.71M0.1%+1.9%2.363%
2/8/2024Arjuna Capital2,970$299K0.1%N/A0.007%
2/8/2024NorthRock Partners LLC5,453$548K0.1%-4.4%0.013%
2/8/2024Greenup Street Wealth Management LLC6,842$688K0.2%+14.0%0.017%
2/8/2024Private Wealth Management Group LLC2,260$227K0.1%N/A0.005%
2/8/2024Trillium Asset Management LLC4,149$417K0.0%-21.0%0.010%
2/8/2024Kingsview Wealth Management LLC11,452$1.15M0.0%+1.8%0.028%
2/8/2024Haverford Trust Co9,216$926K0.0%N/A0.022%
2/8/2024Beacon Pointe Advisors LLC8,289$833K0.0%-46.7%0.020%
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2/8/2024Farrow Financial Inc.96,596$9.71M7.3%N/A0.235%
2/8/2024Janney Montgomery Scott LLC50,075$5.03M0.0%-11.8%0.122%
2/8/2024JNBA Financial Advisors10,077$1.01M0.1%+1.3%0.024%
2/8/2024Advisor OS LLC3,425$344K0.0%-20.3%0.008%
2/7/2024Avantax Advisory Services Inc.11,754$1.18M0.0%-8.5%0.029%
2/7/2024Envestnet Portfolio Solutions Inc.3,714$373K0.0%-13.8%0.009%
2/7/2024One Capital Management LLC17,342$1.74M0.1%-6.3%0.042%
2/7/2024Dana Investment Advisors Inc.2,750$276K0.0%N/A0.007%
2/7/2024AGF Management Ltd.5,000$503K0.0%+4.2%0.012%
2/7/2024Northwest Financial Advisors457$46K0.0%N/A0.001%
(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, 441 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), JPMorgan Chase & Co. ($282.64M), Bank of America Corp DE ($211.35M), PNC Financial Services Group Inc. ($97.71M), Spinnaker Trust ($82.16M), Ameriprise Financial Inc. ($78.95M), and UBS Group AG ($61.60M).Learn more on SUSA's institutional investors.

Which institutional investors have been buying iShares MSCI USA ESG Select ETF stock?

Of the 356 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 ($13.46M), Varma Mutual Pension Insurance Co ($5.25M), Bluestem Financial Advisors LLC ($797.04K), Raymond James & Associates ($600.44K), Bank of America Corp DE ($367.64K), Shira Ridge Wealth Management ($275.11K), and PNC Financial Services Group Inc. ($270.63K).

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

Institutional investors have bought a total of 25,153,914 shares in the last 24 months. This purchase volume represents approximately $2.29B in transactions.

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

Of the 275 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 ($894.52K), Bluestem Financial Advisors LLC ($798.86K), LPL Financial LLC ($306.50K), Tradewinds Capital Management LLC ($295.79K), Spinnaker Trust ($290.17K), Raymond James Financial Services Advisors Inc. ($274.11K), and Money Design Co. Ltd. ($270.88K).

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

Institutional investors have sold a total of 6,075,010 shares in the last 24 months. This volume of shares sold represents approximately $528.09M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 4/25/2024 by MarketBeat.com Staff

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