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Disclosery

SUB ISHARES TR

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ETF (fund)

845 managers (853 13F filers) reported a position in SUB shares at 2025-06-30, 82,087,863 shares in all. 75 filers opened a position and 62 filers sold out during the quarter.

Managers
845
13F filers
853
New
75
Added
356
Reduced
275
Sold out
62
Shares held by filers
82,087,863

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Mascoma Wealth Management LLC450$47.9K0.01%013F-HRTimeline
10Elms LLP435$46.3K0.04%013F-HRTimeline
EASTERN BANK423$45K<0.01%+39213F-HRTimeline
Stone House Investment Management, LLC420$44.6K0.01%-16,00513F-HRTimeline
Boreal Capital Management LLC400$42.5K0.04%13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…375$39.9K<0.01%013F-HRTimeline
Binnacle Investments Inc364$38.7K0.03%+17013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH329$35K0.01%013F-HRTimeline
SIGNATUREFD, LLC300$31.9K<0.01%-10913F-HRTimeline
Greykasell Wealth Strategies, Inc.280$29.8K0.01%013F-HRTimeline
LGT Financial Advisors LLC264$28.1K0.07%+213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.252$26.8K0.01%-60013F-HRTimeline
Financial Network Wealth Advisors LLC239$25.4K0.03%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC214$22.8K<0.01%+1613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC203$21.6K<0.01%new13F-HR/ATimeline
DELTA ASSET MANAGEMENT LLC/TN200$21.3K<0.01%013F-HRTimeline
Rise Advisors, LLC187$19.9K0.01%-5413F-HRTimeline
Briaud Financial Planning Inc181$19K0.01%new13F-HRTimeline
Brooklyn Investment Group155$16.5K<0.01%-9713F-HR/ATimeline
Balentine LLC144$15.3K<0.01%-1,19613F-HRTimeline
Asset Dedication, LLC122$13K<0.01%-67313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC122$13K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC118$12.6K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC115$12.2K0.01%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…115$12.2K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC110$11.7K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC100$10.6K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC85$9K<0.01%-20413F-HRTimeline
EPG Wealth Management LLC61$6.49K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.56$5.96K0.01%013F-HRTimeline
Cornerstone Planning Group LLC54$5.79K<0.01%-3213F-HRTimeline
Viewpoint Capital Management LLC50$5.32K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.48$5.1K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP46$4.86K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC43$4.57K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.39$4.18K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT36$3.83K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.34$3.64K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC31$3.3K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC22$2.34K<0.01%-4113F-HRTimeline
LRI Investments, LLC5$532<0.01%013F-HRTimeline
Cheviot Value Management, LLC3$320<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Command Advisory Services, Inc.0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.