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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$147.29 +1.64 (+1.13%)
As of 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)
264
Total
Institutional Inflows
(last 12 months)
$370.82M
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$496.72M
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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
5/5/2026D.A. Davidson & CO.39,936$5.28M0.0%-6.5%0.152%
5/5/2026Sanctuary Advisors LLC2,963$391K0.0%-12.9%0.011%
5/5/2026 Members Trust Co9,646$1.27M0.0%-1.0%0.037%
5/5/2026 Avantax 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%
5/1/2026 Citizens Financial Group Inc. RI3,201$423K0.0%-4.3%0.012%
5/1/2026 Midwest Trust Co7,950$1.05M0.0%+2.9%0.030%
5/1/2026 Fifth Third Bancorp8,982$1.19M0.0%+211.6%0.034%
5/1/2026 WealthShield Partners LLC5,590$738K0.1%-12.7%0.021%
5/1/2026 Financial Connections Group Inc.773$102K0.0%-42.7%0.003%
5/1/2026 Farrow Financial Inc.97,527$12.88M7.3%-0.5%0.372%
5/1/2026 Villere 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%
4/30/2026 Kestra 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%
4/29/2026 Penobscot Investment Management Company Inc.2,756$364K0.0%+34.0%0.011%
4/28/2026 Whittier Trust Co. of Nevada Inc.19,599$2.63M0.1%-0.5%0.075%
4/28/2026 Whittier Trust Co.1,000$134K0.0%N/A0.004%
4/28/2026 LVZ Inc.2,068$273K0.0%-32.2%0.008%
4/28/2026 Walkner Condon Financial Advisors LLC5,295$700K0.1%-1.9%0.020%
4/27/2026 PFG Investments LLC3,015$398K0.0%-7.1%0.012%
4/27/2026 World Investment Advisors94,823$12.53M0.2%-6.0%0.362%
4/27/2026 Private Advisor Group LLC19,172$2.53M0.0%-4.1%0.073%
4/25/2026 Axis Wealth Partners LLC1,952$258K0.1%-8.0%0.007%
4/25/2026 Keybank 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%
4/23/2026 Spinnaker Trust572,548$75.63M4.2%-2.3%2.181%
4/23/2026 Simmons Bank22,310$2.95M0.2%-6.8%0.085%
4/23/2026 Bigelow Investment Advisors LLC10,241$1.35M0.5%-12.6%0.039%
4/23/2026 Continuum Advisory LLC3,279$433K0.0%N/A0.012%
4/22/2026 Janney 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%
4/20/2026 Corundum Group Inc.50,149$6.63M2.2%-1.8%0.191%
4/20/2026 Greenup 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%
4/17/2026 Bell Investment Advisors Inc471$62K0.0%-67.7%0.002%
4/17/2026 SWP Financial LLC2,671$353K0.2%+7.6%0.010%
4/17/2026 Stewardship Advisors LLC117,795$15.56M3.6%+5.1%0.449%
4/17/2026 CPC 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%
3/13/2026 World 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%
3/4/2026 Pure Financial Advisors LLC29,801$4.15M0.1%-0.7%0.112%
3/4/2026Rehmann Capital Advisory Group7,033$980K0.1%+292.7%0.026%
2/27/2026 Financially 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%
2/18/2026 Evolve Private Wealth LLC9,986$1.39M0.1%N/A0.038%
2/18/2026Common Fund For Nonprofit Organizations4,683$653K0.1%+27.6%0.018%
2/18/2026Align Financial LLC43,754$6.10M0.0%N/A0.164%
2/17/2026Cetera Investment Advisers96,203$13.41M0.0%+2.6%0.362%
2/17/2026Equitable Holdings Inc.6,300$878K0.0%-20.0%0.024%
2/17/2026Laird Norton Wetherby Trust Company LLC30,483$4.25M0.1%+12.6%0.115%
2/17/2026Fairview Capital Investment Management LLC2,220$309K0.0%-11.9%0.008%
2/17/2026Osaic Holdings Inc.50,732$7.07M0.0%+6.8%0.191%
2/17/2026Advisory Services Network LLC52,297$7.29M0.1%+5.9%0.197%
2/17/2026 Private Advisor Group LLC19,999$2.79M0.0%+1.3%0.075%
2/17/2026Captrust Financial Advisors40,269$5.61M0.0%+268.8%0.151%
2/17/2026&PARTNERS21,095$2.94M0.0%-10.7%0.079%
2/17/2026Blair William & Co. IL18,464$2.57M0.0%-0.6%0.069%
2/17/2026Royal Bank of Canada633,422$88.26M0.0%+17.2%2.381%
2/17/2026 Abound Financial LLC2,249$313K0.1%N/A0.008%
2/17/2026Gould Asset Management LLC CA12,408$1.73M0.3%-5.1%0.047%
2/16/2026 Portfolio Resources Advisor Group Inc.3,800$530K0.5%N/A0.014%
2/16/2026Mariner LLC180,072$25.11M0.0%+5.7%0.677%
2/16/2026Mill Creek Capital Advisors LLC7,823$1.09M0.0%-10.4%0.029%
2/16/2026Focus Partners Wealth24,701$3.44M0.0%+14.3%0.093%
2/16/2026Glen Eagle Advisors LLC965$134K0.0%-17.7%0.004%
2/16/2026Destination Wealth Management44,350$6.18M0.2%+1.7%0.167%
2/16/2026Arkos Global Advisors3,148$439K0.1%-8.5%0.012%
2/16/2026Brown Advisory Inc.38,289$5.34M0.0%+565.5%0.144%
2/13/2026 Kestra Advisory Services LLC24,634$3.43M0.0%-0.7%0.093%
2/13/2026Balanced Rock Investment Advisors LLC2,307$321K0.2%-4.8%0.009%
2/13/2026Acorns Advisers LLC438,708$61.13M0.5%+0.5%1.649%
2/13/2026Smartleaf Asset Management LLC3,099$435K0.0%+565.0%0.012%
2/13/2026Morgan Stanley1,011,602$140.96M0.0%-2.8%3.803%
2/13/2026 Abound Financial LLC2,249$313K0.1%N/A0.008%
2/13/2026J. Mark Nickell & Co.3,363$469K0.4%N/A0.013%
2/13/2026Arkadios Wealth Advisors2,604$363K0.0%+3.7%0.010%
2/13/2026Integrated Wealth Concepts LLC14,522$2.02M0.0%-1.4%0.055%
2/13/2026 Golden State Wealth Management LLC1,125$157K0.0%+758.8%0.004%
2/13/2026New England Private Wealth Advisors LLC1,767$247K0.0%N/A0.007%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,699$237K0.0%N/A0.006%
2/13/2026Wells Fargo & Company MN378,889$52.80M0.0%+4.3%1.424%
2/13/2026Trillium Asset Management LLC3,148$439K0.0%-13.7%0.012%
2/13/2026Gerber Kawasaki Wealth & Investment Management10,258$1.43M0.0%+11.9%0.039%
2/12/2026 Laurel Oak Wealth Management LLC1,857$259K0.0%N/A0.007%


SUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSA shares?

During the previous two years, 509 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 ($195.59M), PNC Financial Services Group Inc. ($152.69M), Morgan Stanley ($140.96M), Royal Bank of Canada ($88.26M), Spinnaker Trust ($75.63M), M&T Bank Corp ($72.59M), and IMA Advisory Services Inc. ($71.69M).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 384 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. ($731.35K), IMA Advisory Services Inc. ($517.62K), Northwestern Mutual Wealth Management Co. ($466.44K), World Investment Advisors LLC ($390.63K), Envestnet Asset Management Inc. ($151.54K), and Mercer Global Advisors Inc. ADV ($133.06K).

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

Institutional investors have bought a total of 2,832,389 shares in the last 24 months. This purchase volume represents approximately $370.82M 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. ($1.22M), M&T Bank Corp ($526.07K), Ameriprise Financial Inc. ($292.19K), Raymond James Financial Inc. ($188.04K), Ellevest Inc. ($187.27K), Envestnet Asset Management Inc. ($145.82K), and UBS Group AG ($113.88K).

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

Institutional investors have sold a total of 3,844,547 shares in the last 24 months. This volume of shares sold represents approximately $496.72M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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