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Disclosery

SUB ISHARES TR

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ETF (fund)

830 managers (838 13F filers) reported a position in SUB shares at 2025-03-31, 74,085,039 shares in all. 70 filers opened a position and 53 filers sold out during the quarter.

Managers
830
13F filers
838
New
70
Added
320
Reduced
308
Sold out
53
Shares held by filers
74,085,039

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Guardian Asset Advisors, LLC3,681$389K0.25%+1113F-HRTimeline
Garden State Investment Advisory Servic…3,648$386K0.12%+1113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,646$385K0.01%-40313F-HRTimeline
Armor Investment Advisors, LLC3,644$385K0.16%+18713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,630$383K0.15%+9413F-HRTimeline
WHITE PINE CAPITAL LLC3,616$382K0.13%-11413F-HRTimeline
KM Capital Management Ltd.3,610$381K0.21%-20,94513F-HRTimeline
Busey Bank3,597$380K0.01%013F-HRTimeline
Belpointe Asset Management LLC3,558$376K0.02%new13F-HRTimeline
Fortis Capital Advisors, LLC3,558$376K0.08%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,540$374K0.06%-88013F-HRTimeline
Root Financial Partners, LLC3,539$374K0.04%-29013F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,496$369K0.11%-53613F-HRTimeline
PFG Advisors3,440$363K0.02%-1,52613F-HRTimeline
Hayek Kallen Investment Management3,425$362K0.13%013F-HRTimeline
Strategic Financial Services, Inc.3,422$361K0.02%new13F-HRTimeline
FINANCIAL COUNSELORS INC3,421$361K0.01%+6913F-HRTimeline
Summit Wealth Partners, LLC3,415$361K0.07%+613F-HRTimeline
Collaborative Wealth Managment Inc.3,386$358K0.17%+1813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK3,358$357K0.03%013F-HRTimeline
Maia Wealth LLC3,388$356K0.08%+12913F-HRTimeline
Heritage Wealth Management, Inc. /CA/3,371$356K0.3%-1,01313F-HRTimeline
Patriot Financial Group Insurance Agenc…3,339$353K0.05%-27113F-HRTimeline
ShoreHaven Wealth Partners, LLC3,320$351K0.17%-22113F-HRTimeline
KEYVANTAGE WEALTH, LLC3,313$350K0.17%-1,87713F-HRTimeline
ArborFi Advisors, LLC3,309$349K0.35%+97813F-HRTimeline
Traveka Wealth, LLC3,296$348K0.2%-84613F-HRTimeline
Kathleen S. Wright Associates Inc.3,293$348K0.14%+3,20113F-HRTimeline
XY Planning Network, Inc.3,272$345K0.23%-45013F-HRTimeline
BALLAST ADVISORS LLC3,268$345K0.11%-42013F-HRTimeline
TSFG, LLC3,238$342K0.07%-8713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,198$338K<0.01%-9713F-HRTimelineGroup
Roberts Financial Services LLC3,188$337K0.07%-58413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC3,176$335K0.11%+79313F-HRTimeline
AE Wealth Management LLC3,168$334K<0.01%-6013F-HRTimeline
1834 INVESTMENT ADVISORS CO3,157$333K0.04%+1,18613F-HRTimeline
Horst & Graben Wealth Management LLC3,140$332K0.06%+1213F-HRTimeline
Investments & Financial Planning, LLC3,069$324K0.21%+50013F-HRTimeline
Agate Pass Investment Management, LLC3,048$322K0.14%+10013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP3,000$317K0.01%013F-HRTimeline
EVERETT HARRIS & CO /CA/3,000$317K<0.01%013F-HRTimeline
Edgemoor Investment Advisors, Inc.2,985$315K0.03%-1,80013F-HRTimeline
Alta Wealth Advisors LLC2,966$313K0.14%013F-HRTimeline
Legacy Financial Strategies, LLC2,932$310K0.07%+313F-HRTimeline
Astra Wealth Partners LLC2,928$309K0.3%-82913F-HRTimeline
Integris Wealth Management, LLC2,927$309K0.09%-28,24113F-HRTimeline
Wise Wealth Partners2,922$309K0.74%+1213F-HRTimeline
Kovack Advisors, Inc.2,916$308K0.03%013F-HRTimeline
Smith Anglin Financial, LLC2,907$307K0.03%-2313F-HRTimeline
BRIGHTON SECURITIES CORP.2,903$307K0.15%+3613F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC2,902$306K0.37%-213F-HRTimeline
Envision Financial LLC2,900$306K0.23%new13F-HRTimeline
Wealthstream Advisors, Inc.2,887$305K0.06%013F-HRTimeline
CAP Partners, LLC2,842$300K0.22%+6013F-HRTimeline
Foundations Investment Advisors, LLC2,820$298K0.01%-1,76913F-HRTimeline
RENASANT BANK2,805$296K0.2%013F-HRTimeline
Axis Wealth Partners, LLC2,800$296K0.22%-413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,771$293K0.01%-1,90413F-HRTimelineGroup
West Coast Financial LLC2,760$291K0.03%013F-HRTimeline
McLean Asset Management Corp2,766$290K0.1%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,742$288K0.12%-713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,723$288K<0.01%+1213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,710$286K0.01%013F-HRTimelineGroup
Sovran Advisors, LLC2,713$285K0.04%-59213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,702$285K0.02%013F-HRTimelineGroup
Sowell Financial Services LLC2,684$283K0.01%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,673$282K0.04%013F-HRTimeline
WEALTH EFFECTS LLC2,662$281K0.12%013F-HRTimeline
Summit Place Financial Advisors, LLC2,660$281K0.16%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,657$281K0.12%-23913F-HRTimeline
Coordinated Financial Services, Inc./CO2,644$279K0.21%13F-HRTimeline
Essential Planning, LLC.2,640$279K0.11%-167,01013F-HRTimeline
Venturi Wealth Management, LLC2,635$278K0.01%-1,29913F-HRTimeline
AWM CAPITAL, LLC2,634$278K0.03%-16213F-HRTimeline
FINANCIAL LIFE ADVISORS2,622$277K0.1%-3,09313F-HRTimeline
Strive Asset Management, LLC2,613$276K0.19%-3,92713F-HR/ATimeline
SUTTON PLACE INVESTORS LLC2,579$272K0.18%-14613F-HRTimeline
VERITY Wealth Advisors2,568$271K0.2%013F-HRTimeline
Ausdal Financial Partners, Inc.2,566$271K0.02%+213F-HRTimeline
Relyea Zuckerberg Hanson LLC2,556$270K0.04%-59313F-HRTimeline
Advyzon Investment Management, LLC2,554$270K0.1%+1413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,539$268K0.41%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,535$268K0.23%013F-HRTimeline
Gibbs Wealth Management2,529$267K0.06%+413F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,507$265K0.03%-15013F-HRTimeline
Foster Group, Inc.2,463$260K0.01%-99513F-HRTimeline
TruWealth Advisors, LLC2,458$260K0.02%-41113F-HRTimeline
One Day In July LLC2,457$259K0.03%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,452$259K0.03%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,453$259K0.02%-1,43213F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC2,446$258K0.14%-2,44613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,430$257K<0.01%-1,27413F-HRTimelineGroup
Magnolia Private Wealth, LLC2,418$255K0.22%new13F-HRTimeline
Firestone Capital Management2,415$255K0.07%+913F-HRTimeline
Nautilus Advisors LLC2,370$250K0.21%013F-HRTimeline
Foundation Wealth Management, LLC\PA2,367$250K0.12%013F-HRTimeline
XML Financial, LLC2,358$249K0.02%+11513F-HRTimeline
LANARK FINANCIAL, INC.2,357$248K0.02%+2,35513F-HRTimeline
Jaffetilchin Investment Partners, LLC2,317$245K0.02%new13F-HRTimeline
White & Co Financial Planning Inc2,311$244K0.21%013F-HRTimeline
BCS Wealth Management2,292$242K0.06%013F-HRTimeline
Flaharty Asset Management, LLC2,287$242K0.03%new13F-HRTimeline
PROFFITT & GOODSON INC2,274$240K0.04%+5913F-HRTimeline
Trust Co2,265$239K0.03%-3513F-HRTimeline
CALTON & ASSOCIATES, INC.2,251$238K0.05%new13F-HR/ATimeline
Arete Wealth Advisors, LLC2,240$237K0.02%-2613F-HRTimeline
J.W. COLE ADVISORS, INC.2,242$237K0.01%new13F-HRTimeline
NorthRock Partners, LLC2,210$233K0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,210$233K0.01%-34113F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC2,202$231K0.05%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,173$229K0.09%+1913F-HRTimeline
WASHINGTON TRUST Co2,163$228K0.01%013F-HRTimeline
Aspire Private Capital, LLC2,150$227K0.06%new13F-HRTimeline
Pandora Wealth, Inc.2,150$227K0.15%13F-HRTimeline
ASPIRIANT, LLC2,148$227K0.01%013F-HRTimeline
Atlas Legacy Advisors, LLC2,146$227K0.06%-80413F-HRTimeline
Parkside Financial Bank & Trust2,137$226K0.03%+51613F-HRTimeline
Wealth Group, Ltd.2,135$225K0.15%-38413F-HRTimeline
Team Financial Group, LLC2,123$224K0.13%+213F-HRTimeline
Veltria Advisors Corp.2,082$220K0.14%-36813F-HRTimeline
Gemmer Asset Management LLC2,080$220K0.02%-21113F-HRTimeline
TABLEAUX LLC2,080$220K0.16%new13F-HRTimeline
Global Wealth Management Investment Adv…2,067$218K0.04%013F-HRTimeline
Eagle Strategies LLC2,067$218K0.04%-14113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,059$217K<0.01%-21013F-HRTimelineGroup
Wealth Dimensions Group, Ltd.2,035$215K0.05%013F-HRTimeline
Horan Securities, Inc.2,023$214K0.08%-12513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,011$212K0.11%-47313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,000$211K0.03%013F-HRTimeline
Sage Mountain Advisors LLC2,000$211K0.02%013F-HRTimeline
Goldstone Financial Group, LLC1,998$211K0.03%013F-HRTimeline
NAPA WEALTH MANAGEMENT1,974$208K0.12%013F-HRTimeline
Keel Point, LLC1,969$208K0.02%+2213F-HRTimeline
United Advisor Group, LLC1,968$208K0.04%+4413F-HRTimeline
High Probability Advisors, LLC1,950$206K0.03%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,935$204K0.03%013F-HR/ATimelineGroup
Uptown Financial Advisors LLC1,935$204K0.21%013F-HRTimeline
Cyndeo Wealth Partners, LLC1,933$204K0.01%-11713F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,925$203K0.07%+713F-HRTimeline
Elyxium Wealth, LLC1,919$203K0.09%-8613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,917$202K0.04%013F-HRTimeline
Sterling Investment Counsel, LLC1,914$202K0.07%013F-HRTimeline
FCA CORP /TX1,910$202K0.06%-3013F-HRTimeline
Columbus Macro, LLC1,903$201K0.03%-1013F-HRTimeline
Sunbelt Securities, Inc.1,829$193K0.02%-11213F-HRTimeline
Collier Financial1,816$192K0.16%-7213F-HRTimeline
Accredited Wealth Management, LLC1,755$185K0.16%+7513F-HRTimeline
Clearstead Trust, LLC1,628$172K0.04%013F-HRTimeline
Sachetta, LLC1,500$158K0.06%-50013F-HRTimeline
Private Wealth Asset Management, LLC1,475$156K0.02%13F-HRTimeline
Glen Eagle Advisors, LLC1,427$151K0.02%013F-HRTimeline
Independence Bank of Kentucky1,417$150K0.02%+44013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,380$146K<0.01%-79013F-HRTimeline
Balentine LLC1,340$142K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,305$138K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,300$137K0.04%013F-HRTimeline
Integrity Financial Corp /WA1,251$132K0.07%+35113F-HRTimeline
GPS Wealth Strategies Group, LLC1,160$122K0.02%013F-HRTimeline
Rossby Financial, LCC1,155$122K0.05%new13F-HRTimeline
Robinswood Financial LLC1,088$115K0.04%013F-HRTimeline
Dunhill Financial, LLC1,014$107K0.05%013F-HRTimeline
Topsail Wealth Management, LLC960$101K0.02%new13F-HRTimeline
Aviso Financial Inc.955$101K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC956$101K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.852$90K0.05%+15713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.819$86.5K0.01%013F-HRTimelineGroup
FSC Wealth Advisors, LLC799$84.4K0.06%+313F-HRTimeline
Asset Dedication, LLC795$84K0.01%new13F-HRTimeline
2UniFi Bank753$79.9K0.05%+47513F-HRTimeline
Gen-Wealth Partners Inc737$77.9K0.03%+15713F-HRTimeline
HHM Wealth Advisors, LLC700$73.9K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…696$73.5K0.01%013F-HRTimeline
PRIVATE TRUST CO NA693$73.2K0.01%-80013F-HRTimeline
Capital Investment Counsel, Inc659$69.6K0.01%013F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …650$68.6K<0.01%+63713F-HRTimelineGroup
MOTCO637$67.3K0.01%013F-HRTimeline
Pacifica Partners Inc.625$66.1K0.03%-5013F-HRTimeline
Compass Wealth Management LLC606$64K0.02%new13F-HRTimeline
Wealth Advisors of Tampa Bay, LLC571$60.3K0.02%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC520$54.9K0.01%-813F-HRTimeline
AdvisorNet Financial, Inc482$50.9K<0.01%+6713F-HRTimeline
BFSG, LLC478$50.5K0.01%013F-HRTimeline
Mascoma Wealth Management LLC450$47.5K0.01%013F-HRTimeline
Hughes Financial Services, LLC447$47.2K0.01%new13F-HRTimeline
10Elms LLP435$45.9K0.05%new13F-HRTimeline
SIGNATUREFD, LLC409$43.2K<0.01%013F-HRTimeline
AlphaCore Capital LLC406$42.8K<0.01%new13F-HRTimeline
Promus Capital, LLC398$42K0.03%new13F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…375$39.4K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH329$34.7K0.01%013F-HRTimeline
Center for Financial Planning, Inc.328$34.6K<0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC323$34.1K0.02%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC289$30K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.280$29.6K0.02%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC275$29K0.01%new13F-HRTimelineGroup
LGT Financial Advisors LLC262$27.7K0.08%-1,17413F-HRTimeline
Brooklyn Investment Group252$26.6K0.01%new13F-HRTimeline
Rise Advisors, LLC241$25.4K0.01%+113F-HRTimeline
Financial Network Wealth Advisors LLC238$25.1K0.03%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN200$21.1K<0.01%013F-HRTimeline