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iShares MSCI USA ESG Select ETF (SUSA) Institutional Ownership

iShares MSCI USA ESG Select ETF logo
$128.08 +0.83 (+0.65%)
As of 05:00 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)
231
Total
Institutional Inflows
(last 12 months)
$469.83M
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$195.41M
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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
7/3/2025Garde Capital Inc.35,150$4.46M0.2%-6.6%0.123%
6/27/2025Goldman Sachs Group Inc.2,597$298K0.0%-8.4%0.009%
6/10/2025Birchbrook Inc.5,592$642K0.4%-60.1%0.020%
6/6/2025eCIO Inc.29,732$3.42M1.1%N/A0.105%
5/22/2025Rollins Financial Advisors LLC6,068$697K0.1%-12.7%0.021%
5/21/2025McAdam LLC5,059$581K0.0%+9.8%0.018%
5/21/2025Geneos Wealth Management Inc.1,816$209K0.0%+10.3%0.006%
5/20/2025Acorns Advisers LLC382,178$43.90M0.4%+2.5%1.334%
5/20/2025Focus Partners Wealth21,142$2.43M0.0%+6.4%0.074%
5/20/2025Nepc LLC7,924$910K0.0%+2.0%0.028%
5/20/2025Glenview Trust co42,500$4.88M0.1%+21.4%0.148%
5/19/2025Jane Street Group LLC10,075$1.16M0.0%N/A0.035%
5/19/2025SageView Advisory Group LLC30,860$3.55M0.2%-32.4%0.108%
5/19/2025SCS Capital Management LLC5,283$607K0.0%N/A0.018%
5/16/2025Goldman Sachs Group Inc.2,597$298K0.0%-8.4%0.009%
5/16/2025Jones Financial Companies Lllp8,752$986K0.0%-42.9%0.031%
5/16/2025Permanens Capital L.P.48,641$5.59M1.0%+7.2%0.170%
5/16/2025Nepc LLC7,924$910K0.0%+2.0%0.028%
5/16/2025NewEdge Advisors LLC54,630$6.28M0.0%+6.4%0.191%
5/16/2025Integrated Wealth Concepts LLC12,924$1.49M0.0%-3.7%0.045%
5/15/2025Federation des caisses Desjardins du Quebec22,137$2.54M0.0%+3.3%0.077%
5/15/2025EP Wealth Advisors LLC4,741$545K0.0%-5.2%0.017%
5/15/2025First Manhattan CO. LLC.2,238$257K0.0%N/A0.008%
5/15/2025Capital Investment Counsel LLC6,669$766K0.1%-30.2%0.023%
5/15/2025Royal Bank of Canada572,801$65.80M0.0%-1.7%1.999%
5/15/2025MAI Capital Management4,848$557K0.0%-9.6%0.017%
5/15/2025Connecticut Wealth Management LLC2,859$328K0.0%N/A0.010%
5/15/2025Baird Financial Group Inc.146,190$16.79M0.0%-2.9%0.510%
5/15/2025Evergreen Capital Management LLC14,298$1.64M0.1%-0.7%0.050%
5/15/2025Gerber Kawasaki Wealth & Investment Management9,128$1.05M0.0%-1.7%0.032%
5/14/2025Comerica Bank5,449$626K0.0%-2.7%0.019%
5/14/2025Smartleaf Asset Management LLC514$59K0.0%N/A0.002%
5/14/2025Northwestern Mutual Wealth Management Co.82,757$9.51M0.0%+0.7%0.289%
5/14/2025Sax Wealth Advisors LLC19,835$2.28M0.2%+135.5%0.069%
5/14/2025Kestra Advisory Services LLC24,218$2.78M0.0%-23.8%0.085%
5/14/2025Wescott Financial Advisory Group LLC11,739$1.35M0.1%-1.1%0.041%
5/14/2025Ameriprise Financial Inc.650,947$74.74M0.0%-17.1%2.272%
5/14/2025Flow Traders U.S. LLC9,936$1.14M0.0%N/A0.035%
5/14/2025Tradition Wealth Management LLC3,188$366K0.0%+11.4%0.011%
5/13/2025Global View Capital Management LLC3,170$364K0.1%-32.3%0.011%
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5/13/2025Moment Partners LLC8,047$924K0.2%-3.8%0.028%
5/13/2025Steward Partners Investment Advisory LLC28,630$3.29M0.0%-54.3%0.100%
5/13/2025Raymond James Financial Inc.202,228$23.23M0.0%-45.0%0.706%
5/13/2025Harfst & Associates Inc.1,891$217K0.1%-10.6%0.007%
5/13/2025HighTower Advisors LLC78,499$9.02M0.0%-9.3%0.274%
5/13/2025Trillium Asset Management LLC3,748$431K0.0%-3.2%0.013%
5/12/2025Cobblestone Capital Advisors LLC NY33,050$3.80M0.2%-10.5%0.115%
5/12/2025JPMorgan Chase & Co.1,499,695$172.27M0.0%-6.9%5.235%
5/12/2025Balanced Rock Investment Advisors LLC2,690$309K0.2%-66.2%0.009%
5/12/2025FSA Wealth Partners Inc.14,341$1.65M0.6%-36.8%0.050%
5/12/2025Flagship Wealth Advisors LLC1,190$137K0.1%-31.5%0.004%
5/9/2025Roof Eidam Maycock Peralta LLC49,864$5.73M1.5%-9.5%0.174%
5/9/2025Chicago Partners Investment Group LLC14,661$1.70M0.1%+1.7%0.051%
5/9/2025Citizens Financial Group Inc. RI3,345$384K0.0%N/A0.012%
5/9/2025Natural Investments LLC3,668$421K0.1%+24.3%0.013%
5/9/2025Financial Connections Group Inc.1,350$155K0.1%-36.7%0.005%
5/9/2025McClarren Financial Advisors Inc.4,468$513K0.4%+2.9%0.016%
5/9/2025Atria Wealth Solutions Inc.2,399$276K0.0%-43.0%0.008%
5/9/2025Farrow Financial Inc.96,320$11.06M7.4%-1.1%0.337%
5/9/2025Empower Advisory Group LLC2,933$337K0.0%-9.8%0.010%
5/9/2025Commonwealth Equity Services LLC211,505$24.30M0.0%+105.5%0.740%
5/9/2025Blair William & Co. IL21,007$2.41M0.0%-9.8%0.073%
5/9/2025PNC Financial Services Group Inc.997,373$114.57M0.1%-0.7%3.487%
5/8/2025TIAA Trust National Association15,184$1.74M0.0%+18.9%0.053%
5/8/2025Baker Avenue Asset Management LP13,321$1.53M0.0%-9.4%0.047%
5/8/2025ProVise Management Group LLC5,020$577K0.0%-3.2%0.018%
5/8/2025US Bancorp DE136,272$15.65M0.1%-16.7%0.476%
5/8/2025Harbour Investments Inc.1,844$212K0.0%+16.4%0.006%
5/8/2025NorthRock Partners LLC17,708$2.03M0.1%+1.1%0.062%
5/8/2025Arkadios Wealth Advisors2,474$284K0.0%+10.5%0.009%
5/7/2025Pinnacle Wealth Management Advisory Group LLC3,927$451K0.0%+33.1%0.014%
5/7/2025Portland Global Advisors LLC9,780$1.12M0.1%-16.4%0.034%
5/7/2025LPL Financial LLC302,566$34.76M0.0%-2.4%1.058%
5/7/2025Integrated Investment Consultants LLC9,560$1.10M0.2%-2.4%0.033%
5/7/2025HB Wealth Management LLC22,319$2.56M0.0%+42.7%0.078%
5/6/2025Assetmark Inc.517$59K0.0%N/A0.002%
5/6/2025Cetera Investment Advisers51,858$5.96M0.0%-3.6%0.181%
5/6/2025Avantax Advisory Services Inc.13,871$1.59M0.0%-0.6%0.049%
5/6/2025Kelman Lazarov Inc.2,723$313K0.1%+56.9%0.010%
5/6/2025Journey Strategic Wealth LLC10,006$1.15M0.0%+1.2%0.035%
5/6/2025Advisor OS LLC2,267$260K0.0%-18.7%0.008%
5/6/2025Pinnacle Associates Ltd.5,193$597K0.0%+29.3%0.018%
5/6/2025AE Wealth Management LLC351$40K0.0%-97.4%0.001%
5/6/2025IMA Advisory Services Inc.469,719$53.96M6.4%N/A1.642%
5/6/2025Accredited Investors Inc.59,733$6.86M0.4%-0.4%0.209%
5/6/2025Bank Julius Baer & Co. Ltd Zurich8,713$1.00M0.0%-5.1%0.030%
5/5/2025Crestwood Advisors Group LLC20,676$2.38M0.0%+88.2%0.072%
5/5/2025Millstone Evans Group LLC731$84K0.1%-16.6%0.003%
5/5/2025Fountainhead AM LLC8,992$1.03M0.2%-16.5%0.031%
5/5/2025FAS Wealth Partners Inc.616$71K0.0%-24.3%0.002%
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5/5/2025Private Advisor Group LLC36,272$4.17M0.0%-1.3%0.127%
5/2/2025Bear Mountain Capital Inc.36,392$4.16M1.6%+2.0%0.127%
5/2/2025Members Trust Co9,537$1.10M0.0%+44.1%0.033%
5/2/2025Bailard Inc.24,350$2.80M0.1%-7.2%0.085%
5/2/2025Litman Gregory Wealth Management LLC14,751$1.69M0.1%-2.1%0.052%
5/2/2025Wealthgarden F.S. LLC2,185$251K0.2%+19.0%0.008%
5/1/2025Gould Asset Management LLC CA13,308$1.53M0.3%-2.0%0.047%
5/1/2025LRI Investments LLC5,430$624K0.1%N/A0.019%
5/1/2025Asset Dedication LLC22,489$2.58M0.2%+3.3%0.079%
5/1/2025CWM LLC21,667$2.49M0.0%+0.8%0.076%
(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, 463 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), Bank of America Corp DE ($180.86M), JPMorgan Chase & Co. ($172.27M), PNC Financial Services Group Inc. ($114.57M), Ameriprise Financial Inc. ($74.74M), Spinnaker Trust ($69.53M), and Royal Bank of Canada ($65.80M).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 354 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: Bank Julius Baer & Co. Ltd Zurich ($13.45M), Varma Mutual Pension Insurance Co ($5.25M), Raymond James Financial Inc. ($736.04K), Accredited Investors Inc. ($728.44K), IMA Advisory Services Inc. ($469.72K), World Investment Advisors LLC ($390.63K), and Raymond James & Associates ($260.41K).

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

Institutional investors have bought a total of 3,952,280 shares in the last 24 months. This purchase volume represents approximately $469.83M in transactions.

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

Of the 229 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: Spinnaker Trust ($203.42K), Raymond James Financial Inc. ($165.79K), Ameriprise Financial Inc. ($161.50K), JPMorgan Chase & Co. ($121.43K), World Investment Advisors ($92.15K), SOA Wealth Advisors LLC. ($60.68K), and Tompkins Financial Corp ($50.63K).

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

Institutional investors have sold a total of 1,679,729 shares in the last 24 months. This volume of shares sold represents approximately $195.41M in transactions.


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This page (NYSEARCA:SUSA) was last updated on 7/3/2025 by MarketBeat.com Staff
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