SUSA Institutional Ownership
iShares ESG Optimized MSCI USA ETF
1W: -0.0%
1M: +0.2%
3M: +1.4%
YTD: +12.6%
1Y: +15.8%
3Y: +79.9%
5Y: +66.1%
$157.17
+1.01 (+0.65%)
Weekly Expected Move ±1.5%
$153
$155
$157
$159
$162
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SUSA
559
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
49
New Positions
137
Increased
199
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (594 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 1,440,521 | 226M | -20,577 | -1.4% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,180,021 | 185M | +180,777 | +18.1% | 60Q | SEC ↗ |
| 3 | PNC Financial Services Group, Inc. | 1,057,780 | 166M | -7,144 | -0.7% | 15Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 669,168 | 105M | -18,796 | -2.7% | 70Q | SEC ↗ |
| 5 | SPINNAKER TRUST | 565,699 | 89M | -6,849 | -1.2% | 25Q | SEC ↗ |
| 6 | M&T Bank Corp | 563,054 | 88M | -12,228 | -2.1% | 20Q | SEC ↗ |
| 7 | IMA Advisory Services, Inc. | 524,325 | 82M | +1,831 | +0.4% | 6Q | SEC ↗ |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | 505,698 | 79M | +107,919 | +27.1% | 20Q | SEC ↗ |
| 9 | BlackRock, Inc. | 482,294 | 76M | -5,141 | -1.1% | 8Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 479,718 | 75M | -8,949 | -1.8% | 16Q | SEC ↗ |
| 11 | Acorns Advisers, LLC | 451,365 | 71M | +209 | +0.0% | 21Q | SEC ↗ |
| 12 | MISSION WEALTH MANAGEMENT, LP | 434,837 | 68M | +22,566 | +5.5% | 41Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 390,877 | 61M | -1,196 | -0.3% | 84Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 381,259 | 60M | -12,943 | -3.3% | 43Q | SEC ↗ |
| 15 | UBS Group AG | 336,349 | 53M | -14,034 | -4.0% | 47Q | SEC ↗ |
| 16 | Shira Ridge Wealth Management | 288,096 | 45M | -2,878 | -1.0% | 15Q | SEC ↗ |
| 17 | LPL Financial LLC | 280,854 | 44M | -26,410 | -8.6% | 53Q | SEC ↗ |
| 18 | Betterment LLC | 270,917 | 43M | -8,792 | -3.1% | 36Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 230,321 | 36M | -13,621 | -5.6% | 72Q | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 192,575 | 30M | +7,701 | +4.2% | 27Q | SEC ↗ |
| 21 | Mariner, LLC | 189,670 | 30M | +5,765 | +3.1% | 30Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 178,987 | 28M | -19,456 | -9.8% | 7Q | SEC ↗ |
| 23 | TRUIST FINANCIAL CORP | 131,445 | 21M | +1,355 | +1.0% | 42Q | SEC ↗ |
| 24 | HM PAYSON & CO | 128,070 | 20M | -36,625 | -22.2% | 29Q | SEC ↗ |
| 25 | Stewardship Advisors, LLC | 125,349 | 20M | +7,554 | +6.4% | 23Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 95,352 | 15M | -1,622 | -1.7% | 23Q | SEC ↗ |
| 27 | World Investment Advisors | 94,823 | 15M | — | +0.0% | 9Q | SEC ↗ |
| 28 | Farrow Financial, Inc. | 92,788 | 15M | -4,739 | -4.9% | 11Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 90,668 | 14M | -2,396 | -2.6% | 35Q | SEC ↗ |
| 30 | Quent Capital, LLC | 90,467 | 14M | -1,502 | -1.6% | 19Q | SEC ↗ |
| 31 | US BANCORP \DE | 83,066 | 13M | +538 | +0.7% | 85Q | SEC ↗ |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 78,893 | 12M | +2,581 | +3.4% | 18Q | SEC ↗ |
| 33 | Charter Oak Capital Management, LLC | 76,374 | 12M | +4,378 | +6.1% | 22Q | SEC ↗ |
| 34 | Creative Planning | 76,050 | 12M | +1,422 | +1.9% | 44Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 72,894 | 11M | -13,575 | -15.7% | 49Q | SEC ↗ |
| 36 | Fund Evaluation Group, LLC | 70,915 | 11M | +976 | +1.4% | 12Q | SEC ↗ |
| 37 | NORTHERN TRUST CORP | 63,410 | 10M | — | +0.0% | 44Q | SEC ↗ |
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 60,537 | 10M | -2,594 | -4.1% | 33Q | SEC ↗ |
| 39 | eCIO, Inc. | 60,027 | 9M | -6,002 | -9.1% | 6Q | SEC ↗ |
| 40 | BANK OF MONTREAL /CAN | 55,905 | 9M | +1,645 | +3.0% | 53Q | SEC ↗ |
| 41 | Beacon Pointe Advisors, LLC | 54,403 | 9M | +24,038 | +79.2% | 18Q | SEC ↗ |
| 42 | NewEdge Advisors, LLC | 53,342 | 8M | -2,217 | -4.0% | 17Q | SEC ↗ |
| 43 | OSAIC HOLDINGS, INC. | 52,635 | 8M | +6,457 | +14.0% | 26Q | SEC ↗ |
| 44 | Accredited Investors Inc. | 52,268 | 8M | -693 | -1.3% | 59Q | SEC ↗ |
| 45 | KEYBANK NATIONAL ASSOCIATION/OH | 51,561 | 8M | -1,843 | -3.5% | 37Q | SEC ↗ |
| 46 | Advisory Services Network, LLC | 51,394 | 8M | +874 | +1.7% | 27Q | SEC ↗ |
| 47 | Janney Montgomery Scott LLC | 49,249 | 8M | +733 | +1.5% | 46Q | SEC ↗ |
| 48 | REGIONS FINANCIAL CORP | 48,155 | 8M | -9,134 | -15.9% | 60Q | SEC ↗ |
| 49 | Corundum Group, Inc. | 47,936 | 8M | -2,213 | -4.4% | 19Q | SEC ↗ |
| 50 | Destination Wealth Management | 47,522 | 7M | +2,516 | +5.6% | 51Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 35,082 | 6M |
| CITADEL ADVISORS LLC | 20,851 | 3M |
| BASSO CAPITAL MANAGEMENT, L.P. | 14,234 | 2M |
| Hershey Financial Advisers, LLC | 10,571 | 2M |
| J.W. COLE ADVISORS, INC. | 9,742 | 2M |
| Quantinno Capital Management LP | 8,121 | 1M |
| XTX Topco Ltd | 6,776 | 1M |
| Global Retirement Partners, LLC | 5,897 | 927K |
| Talisman Wealth Advisors LLC | 4,590 | 721K |
| TRUST CO OF VERMONT | 4,253 | 668K |
| Global Assets Advisory, LLC | 4,243 | 667K |
| Tradewinds, LLC. | 4,113 | 646K |
| NAPLES GLOBAL ADVISORS, LLC | 4,078 | 641K |
| TruNorth Capital Management, LLC | 4,066 | 639K |
| Vise Technologies, Inc. | 3,890 | 611K |
| NWAM LLC | 3,662 | 576K |
| Odyssey Group, LLC | 3,511 | 552K |
| JANE STREET GROUP, LLC | 3,067 | 482K |
| Nuveen, LLC | 2,217 | 348K |
| Diversify Advisory Services, LLC | 2,198 | 345K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BROWN ADVISORY INC | 38,289 | 6M |
| Granite Investment Partners, LLC | 36,688 | 6M |
| Elevation Capital Advisory, LLC | 16,746 | 3M |
| TIAA TRUST, NATIONAL ASSOCIATION | 13,961 | 2M |
| Vestmark Advisory Solutions, Inc. | 12,868 | 2M |
| M Holdings Securities, Inc. | 12,220 | 2M |
| DSM CAPITAL PARTNERS LLC | 8,775 | 1M |
| RIVERBRIDGE PARTNERS LLC | 8,260 | 1M |
| Citrine Capital LLC | 7,265 | 1M |
| ELEVATION POINT WEALTH PARTNERS, LL | 6,434 | 1M |
| GOLDMAN SACHS GROUP INC | 5,918 | 930K |
| WealthShield Partners, LLC | 5,590 | 879K |
| WIN ADVISORS, INC | 3,365 | 529K |
| J. Mark Nickell & Co. | 3,363 | 529K |
| EARNED WEALTH ADVISORS, LLC | 2,525 | 397K |
| ABOUND FINANCIAL, LLC | 2,249 | 353K |
| NEUBERGER BERMAN GROUP LLC | 2,092 | 329K |
| Strategic Financial Concepts, LLC | 2,000 | 314K |
| Clear Creek Financial Management, L | 1,859 | 292K |
| SigFig Wealth Management, LLC | 1,832 | 288K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +180,777 | +18.1% | 1,180,021 |
| MERCER GLOBAL ADVISORS INC /ADV | +107,919 | +27.1% | 505,698 |
| Beacon Pointe Advisors, LLC | +24,038 | +79.2% | 54,403 |
| MISSION WEALTH MANAGEMENT, LP | +22,566 | +5.5% | 434,837 |
| FSA WEALTH PARTNERS, INC. | +12,482 | +182.3% | 19,329 |
| 3EDGE Asset Management, LP | +8,693 | +62.4% | 22,615 |
| Ryan Investment Management, Inc. | +8,002 | +161.4% | 12,961 |
| Pathstone Holdings, LLC | +7,831 | +24.7% | 39,580 |
| Baird Financial Group, Inc. | +7,701 | +4.2% | 192,575 |
| Stewardship Advisors, LLC | +7,554 | +6.4% | 125,349 |
| Laird Norton Wetherby Trust Company | +7,236 | +24.7% | 36,569 |
| MML INVESTORS SERVICES, LLC | +7,181 | +19.7% | 43,611 |
| Kestra Advisory Services, LLC | +6,755 | +24.6% | 34,192 |
| OSAIC HOLDINGS, INC. | +6,457 | +14.0% | 52,635 |
| JONES FINANCIAL COMPANIES LLLP | +5,782 | +15.2% | 43,704 |
| Mariner, LLC | +5,765 | +3.1% | 189,670 |
| MAI Capital Management | +5,646 | +114.3% | 10,587 |
| EP Wealth Advisors, LLC | +5,086 | +99.1% | 10,217 |
| Charter Oak Capital Management, LLC | +4,378 | +6.1% | 76,374 |
| BLAIR WILLIAM & CO/IL | +3,791 | +21.6% | 21,329 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HM PAYSON & CO | -36,625 | -22.2% | 128,070 |
| LPL Financial LLC | -26,410 | -8.6% | 280,854 |
| BANK OF AMERICA CORP /DE | -20,577 | -1.4% | 1,440,521 |
| RAYMOND JAMES FINANCIAL INC | -19,456 | -9.8% | 178,987 |
| ROYAL BANK OF CANADA | -18,796 | -2.7% | 669,168 |
| UBS Group AG | -14,034 | -4.0% | 336,349 |
| ENVESTNET ASSET MANAGEMENT INC | -13,621 | -5.6% | 230,321 |
| HighTower Advisors, LLC | -13,575 | -15.7% | 72,894 |
| JPMORGAN CHASE & CO | -12,943 | -3.3% | 381,259 |
| M&T Bank Corp | -12,228 | -2.1% | 563,054 |
| Addison Advisors LLC | -10,238 | -94.6% | 585 |
| REGIONS FINANCIAL CORP | -9,134 | -15.9% | 48,155 |
| AMERIPRISE FINANCIAL INC | -8,949 | -1.8% | 479,718 |
| Betterment LLC | -8,792 | -3.1% | 270,917 |
| Gerber Kawasaki Wealth & Investment | -8,162 | -81.2% | 1,893 |
| PNC Financial Services Group, Inc. | -7,144 | -0.7% | 1,057,780 |
| SPINNAKER TRUST | -6,849 | -1.2% | 565,699 |
| eCIO, Inc. | -6,002 | -9.1% | 60,027 |
| Lido Advisors, LLC | -5,918 | -67.7% | 2,821 |
| BlackRock, Inc. | -5,141 | -1.1% | 482,294 |