SUSL Institutional Ownership
iShares ESG MSCI USA Leaders ETF
1W: +0.3%
1M: +0.9%
3M: +3.3%
YTD: +13.3%
1Y: +17.2%
3Y: +88.2%
5Y: +85.1%
$137.55
+1.15 (+0.84%)
Weekly Expected Move ±1.5%
$133
$135
$138
$140
$142
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SUSL
209
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
777M
Total Invested
19
New Positions
67
Increased
69
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (222 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bank of Italy | 887,779 | $122M | — | +0.0% | 25Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 681,991 | $94M | -24,847 | -3.5% | 18Q | SEC ↗ |
| 3 | FMR LLC | 485,256 | $67M | +29,990 | +6.6% | 17Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 422,643 | $58M | -20,369 | -4.6% | 18Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 381,495 | $52M | +4,757 | +1.3% | 28Q | SEC ↗ |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 201,362 | $28M | -799 | -0.4% | 18Q | SEC ↗ |
| 7 | Creative Planning | 198,802 | $27M | -6,554 | -3.2% | 19Q | SEC ↗ |
| 8 | Allworth Financial LP | 193,400 | $27M | +2,593 | +1.4% | 20Q | SEC ↗ |
| 9 | Ellevest, Inc. | 163,219 | $22M | +7,215 | +4.6% | 12Q | SEC ↗ |
| 10 | Pathstone Holdings, LLC | 145,170 | $20M | +30,714 | +26.8% | 5Q | SEC ↗ |
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 86,464 | $12M | +4,123 | +5.0% | 23Q | SEC ↗ |
| 12 | Trilogy Capital Inc. | 80,901 | $11M | +2,828 | +3.6% | 2Q | SEC ↗ |
| 13 | Sanctuary Advisors, LLC | 78,919 | $11M | -707 | -0.9% | 9Q | SEC ↗ |
| 14 | OneDigital Investment Advisors LLC | 77,823 | $11M | +562 | +0.7% | 14Q | SEC ↗ |
| 15 | Robertson Stephens Wealth Management, | 77,743 | $11M | -2,332 | -2.9% | 26Q | SEC ↗ |
| 16 | Xena Financial Planning, LLC | 70,355 | $10M | +10,477 | +17.5% | 3Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 64,884 | $9M | +2,618 | +4.2% | 15Q | SEC ↗ |
| 18 | One Wealth Advisors, LLC | 61,596 | $8M | -206 | -0.3% | 19Q | SEC ↗ |
| 19 | Quantinno Capital Management LP | 50,170 | $7M | +25,005 | +99.4% | 2Q | SEC ↗ |
| 20 | BLUESTEM FINANCIAL ADVISORS, LLC | 50,128 | $7M | +858 | +1.7% | 25Q | SEC ↗ |
| 21 | SK Wealth Management, LLC | 49,426 | $7M | -1,394 | -2.7% | 8Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 48,949 | $7M | -3,047 | -5.9% | 25Q | SEC ↗ |
| 23 | W ADVISORS, LLC | 47,110 | $6M | -6,189 | -11.6% | 18Q | SEC ↗ |
| 24 | GeoWealth Management, LLC | 43,947 | $6M | -7,100 | -13.9% | 12Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 42,467 | $6M | +39,872 | +1536.5% | 2Q | SEC ↗ |
| 26 | Integrated Wealth Concepts LLC | 41,383 | $6M | -345 | -0.8% | 19Q | SEC ↗ |
| 27 | LPL Financial LLC | 41,239 | $6M | +3,883 | +10.4% | 22Q | SEC ↗ |
| 28 | Aptus Capital Advisors, LLC | 40,057 | $6M | -277 | -0.7% | 10Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 37,597 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 31,636 | $4M | -392 | -1.2% | 19Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 29,219 | $4M | +760 | +2.7% | 26Q | SEC ↗ |
| 32 | BFSG, LLC | 28,404 | $4M | — | +0.0% | 13Q | SEC ↗ |
| 33 | RAYMOND JAMES FINANCIAL INC | 24,478 | $3M | +759 | +3.2% | 7Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 23,613 | $3M | +163 | +0.7% | 23Q | SEC ↗ |
| 35 | HB Wealth Management, LLC | 23,443 | $3M | +4,386 | +23.0% | 9Q | SEC ↗ |
| 36 | GTS SECURITIES LLC | 23,404 | $3M | +1,183 | +5.3% | 2Q | SEC ↗ |
| 37 | Brookstone Capital Management | 23,106 | $3M | +1,467 | +6.8% | 25Q | SEC ↗ |
| 38 | Equitable Holdings, Inc. | 20,906 | $3M | — | +0.0% | 7Q | SEC ↗ |
| 39 | BAILARD, INC. NEW | 18,479 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Bluespring Wealth Management, LLC | 18,022 | $2M | +6,436 | +55.5% | 22Q | SEC ↗ |
| 41 | Omega Financial Group, LLC | 18,019 | $2M | -766 | -4.1% | 19Q | SEC ↗ |
| 42 | CITIGROUP INC | 17,892 | $2M | +15,047 | +528.9% | 14Q | SEC ↗ |
| 43 | Bond & Devick Financial Network, Inc. | 17,511 | $2M | +1,455 | +9.1% | 8Q | SEC ↗ |
| 44 | KICKSTAND VENTURES, LLC. | 17,483 | $2M | — | +0.0% | 12Q | SEC ↗ |
| 45 | Steward Partners Investment Advisory, | 16,387 | $2M | — | +0.0% | 21Q | SEC ↗ |
| 46 | MATHER GROUP, LLC. | 16,140 | $2M | -215 | -1.3% | 17Q | SEC ↗ |
| 47 | Walkner Condon Financial Advisors LLC | 15,798 | $2M | -1,225 | -7.2% | 8Q | SEC ↗ |
| 48 | Cetera Investment Advisers | 15,750 | $2M | -832 | -5.0% | 10Q | SEC ↗ |
| 49 | Ashton Thomas Private Wealth, LLC | 15,647 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 50 | CFS Investment Advisory Services, LLC | 15,502 | $2M | -240 | -1.5% | 19Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 37,597 | $5M |
| BAILARD, INC. | 18,479 | $3M |
| CITADEL ADVISORS LLC | 12,373 | $2M |
| MISSION WEALTH MANAGEMENT, LP | 10,375 | $1M |
| Vise Technologies, Inc. | 7,635 | $1M |
| BROWN ADVISORY INC | 5,150 | $708K |
| Reynders McVeigh Capital Management | 4,356 | $599K |
| Abundance Wealth Counselors | 2,438 | $335K |
| NewEdge Advisors, LLC | 2,418 | $333K |
| NorthCrest Asset Manangement, LLC | 2,082 | $286K |
| Confluence Wealth Services, Inc. | 1,752 | $241K |
| OpenArc Corporate Advisory, LLC | 1,738 | $239K |
| Meridian Financial Partners LLC | 1,695 | $233K |
| SUMMITRY LLC | 1,619 | $223K |
| Cascade Financial Partners, LLC | 1,616 | $222K |
| SWS Partners | 1,600 | $220K |
| Oakmont Advisory Group, LLC | 361 | $50K |
| SIGNATUREFD, LLC | 285 | $39K |
| Global Retirement Partners, LLC | 217 | $30K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| National Philanthropic Trust | 156,176 | $21M |
| FLOW TRADERS U.S. LLC | 65,760 | $9M |
| Kingsview Wealth Management, LLC | 62,541 | $9M |
| Independent Advisor Alliance | 22,256 | $3M |
| SkyView Investment Advisors, LLC | 4,119 | $567K |
| AGF MANAGEMENT LTD | 4,000 | $550K |
| United Asset Strategies, Inc. | 3,002 | $413K |
| PERSONAL CFO SOLUTIONS, LLC | 2,104 | $289K |
| Gateway Wealth Partners, LLC | 1,930 | $265K |
| Evergreen Private Wealth LLC | 1,418 | $195K |
| Clean Yield Group | 455 | $63K |
| Turning Point Benefit Group, Inc. | 384 | $53K |
| Financial Network Wealth Advisors L | 302 | $42K |
| Navalign, LLC | 269 | $37K |
| Nalls Sherbakoff Group, LLC | 142 | $20K |
| Clarity Asset Management, Inc. | 115 | $16K |
| BESSEMER GROUP INC | 97 | $13K |
| FIFTH THIRD BANCORP | 75 | $10K |
| Western Wealth Management, LLC | 63 | $9K |
| IFC & Insurance Marketing, Inc. | 32 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +39,872 | +1536.5% | 42,467 |
| Pathstone Holdings, LLC | +30,714 | +26.8% | 145,170 |
| FMR LLC | +29,990 | +6.6% | 485,256 |
| Quantinno Capital Management LP | +25,005 | +99.4% | 50,170 |
| CITIGROUP INC | +15,047 | +528.9% | 17,892 |
| Xena Financial Planning, LLC | +10,477 | +17.5% | 70,355 |
| Ellevest, Inc. | +7,215 | +4.6% | 163,219 |
| RETIREMENT CAPITAL STRATEGIES | +6,439 | +336.9% | 8,350 |
| Bluespring Wealth Management, LLC | +6,436 | +55.5% | 18,022 |
| ROYAL BANK OF CANADA | +4,757 | +1.3% | 381,495 |
| JONES FINANCIAL COMPANIES LLLP | +4,470 | +65.8% | 11,263 |
| HB Wealth Management, LLC | +4,386 | +23.0% | 23,443 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | +4,123 | +5.0% | 86,464 |
| LPL Financial LLC | +3,883 | +10.4% | 41,239 |
| COMMERCE BANK | +2,834 | +127.4% | 5,058 |
| Trilogy Capital Inc. | +2,828 | +3.6% | 80,901 |
| BANK OF AMERICA CORP /DE | +2,618 | +4.2% | 64,884 |
| Allworth Financial LP | +2,593 | +1.4% | 193,400 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +2,369 | +52.5% | 6,879 |
| Beacon Pointe Advisors, LLC | +1,661 | +70.2% | 4,026 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | -24,847 | -3.5% | 681,991 |
| JPMORGAN CHASE & CO | -20,369 | -4.6% | 422,643 |
| Corient Private Wealth LP | -12,084 | -63.6% | 6,922 |
| WELLS FARGO & COMPANY/MN | -7,836 | -35.1% | 14,515 |
| GeoWealth Management, LLC | -7,100 | -13.9% | 43,947 |
| Creative Planning | -6,554 | -3.2% | 198,802 |
| W ADVISORS, LLC | -6,189 | -11.6% | 47,110 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,047 | -5.9% | 48,949 |
| Private Advisor Group, LLC | -2,345 | -41.0% | 3,369 |
| Robertson Stephens Wealth Managemen | -2,332 | -2.9% | 77,743 |
| Tower Research Capital LLC (TRC) | -1,727 | -95.0% | 91 |
| Affinity Capital Advisors, LLC | -1,532 | -12.7% | 10,577 |
| Values Added Financial LLC | -1,461 | -9.4% | 14,052 |
| SK Wealth Management, LLC | -1,394 | -2.7% | 49,426 |
| Walkner Condon Financial Advisors L | -1,225 | -7.2% | 15,798 |
| CreativeOne Wealth, LLC | -1,055 | -37.3% | 1,773 |
| Davis Wealth Advisors, LLC | -925 | -36.9% | 1,583 |
| Cetera Investment Advisers | -832 | -5.0% | 15,750 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -799 | -0.4% | 201,362 |
| Omega Financial Group, LLC | -766 | -4.1% | 18,019 |