Free Trial
→ Rent out your stocks? (From Profits Run) (Ad)tc pixel Free SUSA Stock Alerts

iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$157.39 -1.23 (-0.78%)
As of 10:20 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Number of
Institutional Buyers
(last 12 months)
217
Total
Institutional Inflows
(last 12 months)
$269.69M
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$239.22M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026KMG Fiduciary Partners LLC2,100$327K0.0%-38.0%0.008%
10/14/2026Ulland Investment Advisors LLC2,430$378K0.3%-6.7%0.009%
10/13/2026Mechanics Bank Trust Department5,400$841K0.1%N/A0.021%
10/13/2026Sax Wealth Advisors LLC19,031$2.96M0.1%-6.0%0.073%
10/10/2026Valley Wealth Managers Inc.350$54K0.0%N/A0.001%
10/9/2026Acropolis Investment Management LLC2,407$375K0.0%N/A0.009%
10/9/2026GAMMA Investing LLC954$149K0.0%+7.9%0.004%
10/8/2026Farther Finance Advisors LLC10,017$1.56M0.0%+81.4%0.039%
10/8/2026Apella Capital LLC14,616$2.32M0.0%+101.0%0.056%
10/7/2026Bath Savings Trust Co1,500$234K0.0%N/A0.006%
10/7/2026Investors Research Corp646$101K0.0%-31.3%0.002%
10/7/2026Wealth Enhancement Trust Services Inc.190$30K0.0%-27.5%0.001%
10/7/2026Pathway Financial Advisors LLC2,031$316K0.0%+8.7%0.008%
10/7/2026Nautilus Advisors LLC4,200$654K0.4%-32.3%0.016%
10/5/2026Tompkins Financial Corp30,483$4.75M0.3%N/A0.117%
10/5/2026Ferguson Wellman Capital Management Inc.2,464$384K0.0%N/A0.009%
10/1/2026 Coastline Trust Co7,381$1.15M0.1%N/A0.028%
9/23/2026Envestnet Portfolio Solutions Inc.4,166$643K0.0%+30.3%0.016%
9/23/2026Envestnet Asset Management Inc.230,321$35.54M0.0%-5.6%0.888%
9/9/2026Sequoia Financial Advisors LLC8,563$1.32M0.0%-32.3%0.033%
9/9/2026Pinnacle Wealth Management Advisory Group LLC2,690$415K0.0%+12.6%0.010%
9/9/2026NorthRock Partners LLC26,909$4.15M0.1%-1.2%0.102%
9/9/2026Integrated Wealth Concepts LLC15,054$2.32M0.0%+4.5%0.057%
9/9/2026NewEdge Advisors LLC53,342$8.23M0.0%-4.0%0.203%
9/9/2026Baird Financial Group Inc.192,575$29.71M0.0%+4.2%0.732%
9/8/2026Allworth Financial LP20,133$3.11M0.0%+2.0%0.077%
9/8/2026Waverly Advisors LLC7,028$1.08M0.0%+2.2%0.027%
9/2/2026Citadel Advisors LLC20,851$3.22M0.0%N/A0.079%
8/27/2026Corient Private Wealth LP11,440$1.77M0.0%-19.1%0.043%
8/23/2026Ameritas Advisory Services LLC3,251$502K0.0%-17.9%0.012%
8/23/2026HB Wealth Management LLC20,081$3.10M0.0%-0.7%0.076%
8/21/2026Continuum Advisory LLC3,591$554K0.0%+9.5%0.014%
8/21/2026Round Rock Advisors LLC8,139$1.26M0.2%-2.1%0.031%
8/21/2026Natural Investments LLC6,008$926K0.2%+15.8%0.023%
8/20/2026Rehmann Capital Advisory Group5,733$885K0.0%-3.5%0.022%
8/17/2026Blue Edge Capital LLC27,866$1.56M0.2%N/A0.106%
7/10/2026Financial Planning Fort Collins LLC7,854$1.22M0.9%-1.8%0.030%
7/9/2026Shira Ridge Wealth Management288,096$44.45M15.5%-1.0%1.100%
7/9/2026Focus Financial Network Inc.2,132$329K0.0%-3.0%0.008%
7/9/2026Birchbrook Inc.1,991$307K0.1%-12.7%0.008%
The $42 Billion Breakthrough That Took 40 Years to Arrive (Ad)

GLP-1, the compound behind Eli Lilly's Mounjaro, was discovered more than 40 years ago. It took four decades for that science to become a drug that generated 65 billion dollars in revenue last year and sent Eli Lilly shares up 323 percent since approval. One little known Midwestern company is working to shorten that timeline. It uses advanced technology to help biotech startups bring new treatments to market faster.tc pixel

See how this company is helping accelerate the next drug breakthroughs
7/9/2026 GoalVest Advisory LLC15,440$2.38M0.4%-4.1%0.059%
7/9/2026Everpar Advisors LLC1,370$211K0.1%N/A0.005%
7/8/2026Colorado Capital Management Inc.9,395$1.47M0.5%-18.2%0.036%
7/8/2026Ryan Investment Management Inc.12,961$2M0.9%+161.4%0.049%
7/8/2026Apella Capital LLC7,271$1.12M0.0%-1.3%0.028%
7/7/2026CGN Advisors LLC20,793$3.21M0.2%-1.6%0.079%
7/7/2026Pathway 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%
5/20/2026SOA Wealth Advisors LLC.9,939$1.31M0.1%-1.4%0.038%
5/20/2026Boothe 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%
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%
5/1/2026Ferguson 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%
4/30/2026Accredited 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%
4/30/2026Bluestem Financial Advisors LLC10,861$1.44M0.6%+3.4%0.041%
How one AI fund pays investors every Thursday (Ad)

One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling shares or trading options, but simply by holding the fund and letting it pay out cash every Thursday. That works out to a 34% annualized distribution rate, even though the underlying AI stocks pay no dividends themselves. Tim Plaehn, Chief Income Strategist at Investors Alley, breaks down exactly how the fund generates these weekly payouts.tc pixel

Watch the free presentation to see how the payouts work
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%
4/28/2026LVZ Inc.2,068$273K0.0%-32.2%0.008%
4/28/2026Walkner Condon Financial Advisors LLC5,295$700K0.1%-1.9%0.020%
4/27/2026PFG 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%


SUSA Institutional Ownership - Frequently Asked Questions

During the previous two years, 508 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 370 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 1,937,320 shares in the last 24 months. This purchase volume represents approximately $269.69M in transactions.

Of the 201 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: M&T Bank Corp ($513.67K), Bank of America Corp DE ($177.96K), Envestnet Asset Management Inc. ($159.44K), UBS Group AG ($113.88K), Ameriprise Financial Inc. ($96.76K), Commonwealth Equity Services LLC ($62.93K), and US Bancorp DE ($48.59K).

Institutional investors have sold a total of 1,739,741 shares in the last 24 months. This volume of shares sold represents approximately $239.02M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SUSA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The AI Infrastructure Play Kevin O'Leary Is Backing
Kevin O'Leary became a strategic investor in a NASDAQ-listed AI infrastructure company, calling it essentially...
The Tomorrow Investor | Sponsoredtc pixel
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
Elon Musk’s One Stock Retirement Plan
Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he say...
Brownstone Research | Sponsoredtc pixel
How one AI fund pays investors every Thursday
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...
Investors Alley | Sponsoredtc pixel
AI Microcap Teams With Gentex on Next-Gen Military Helmets
Morgan Stanley projects the humanoid robotics market could reach $5 trillion by 2050, with more than 1 billion...
Capital Trends | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel
The Iran War Isn’t Chaos. It’s Strategy.
Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congre...
Behind the Markets | Sponsoredtc pixel