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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$159.75 -0.46 (-0.29%)
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)
214
Total
Institutional Inflows
(last 12 months)
$256.22M
Number of
Institutional Sellers
(last 12 months)
206
Total
Institutional Outflows
(last 12 months)
$252.20M
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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
8/12/2026 Compass Financial Management LLC286$155K0.0%N/A0.001%
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%
6/3/2026 Parallel Advisors LLC500$66K0.0%+17.9%0.002%
6/3/2026 NewEdge Advisors LLC55,559$7.34M0.0%-6.3%0.212%
6/1/2026 Flagship Wealth Advisors LLC781$99K0.0%-33.6%0.003%
5/29/2026 Asset Dedication LLC18,442$2.44M0.2%-2.0%0.070%
5/26/2026 Glenmede 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%
5/14/2026 Lido Advisors LLC8,739$1.15M0.0%-4.1%0.033%
5/13/2026 Cetera Investment Advisers96,974$12.81M0.0%+0.8%0.370%
5/8/2026 PNC Financial Services Group Inc.1,064,924$140.68M0.1%-2.8%4.065%
5/7/2026 Hollencrest Capital Management1,055$139K0.0%+25.1%0.004%
5/7/2026 Parallel Advisors LLC500$66K0.0%+17.9%0.002%
5/6/2026 IMA Advisory Services Inc.522,494$69.02M6.7%+1.6%1.994%
5/6/2026 SK Wealth Management LLC8,661$1.16M0.3%+2.8%0.033%
5/6/2026 Gould Asset Management LLC CA13,391$1.77M0.3%+7.9%0.051%
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5/5/2026 D.A. Davidson & CO.39,936$5.28M0.0%-6.5%0.152%
5/5/2026 Sanctuary 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%
5/1/2026Financial 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%
4/27/2026World 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%
3/17/2026 Rockefeller 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%
3/12/2026 Vericrest Private Wealth1,447$202K0.2%N/A0.005%
3/9/2026 Corient 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%
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3/4/2026Rehmann Capital Advisory Group7,033$980K0.1%+292.7%0.026%
2/27/2026Financially in Tune LLC23,034$3.21M3.0%N/A0.087%
2/19/2026 Corient Private Wealth LLC16,146$2.25M0.0%+2.0%0.061%
2/18/2026 Mercer 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%
2/18/2026 FAS Wealth Partners Inc.219$31K0.0%-64.6%0.001%
2/18/2026 EP Wealth Advisors LLC5,029$701K0.0%N/A0.019%
2/18/2026 NewEdge Advisors LLC59,318$8.27M0.0%+0.3%0.223%
2/18/2026 VestGen Advisors LLC2,224$310K0.0%-79.0%0.008%


SUSA Institutional Ownership - Frequently Asked Questions

During the previous two years, 507 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 1,857,937 shares in the last 24 months. This purchase volume represents approximately $256.22M in transactions.

Of the 204 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 ($198.71K), Ameriprise Financial Inc. ($157.49K), Envestnet Asset Management Inc. ($145.82K), UBS Group AG ($113.88K), Commonwealth Equity Services LLC ($62.93K), and US Bancorp DE ($48.59K).

Institutional investors have sold a total of 1,848,922 shares in the last 24 months. This volume of shares sold represents approximately $252.20M in transactions.


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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 8/12/2026. New 13F filings are added each quarter as they're published.
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