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Disclosery

SUSA ISHARES TR

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ESG OPTIMIZED (fund)

475 managers (478 13F filers) reported a position in SUSA shares at 2025-03-31, 18,214,640 shares in all. 26 filers opened a position and 31 filers sold out during the quarter.

Managers
475
13F filers
478
New
26
Added
127
Reduced
195
Sold out
31
Shares held by filers
18,214,640

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
Sharper & Granite LLC6,959$799K0.33%+18013F-HRTimeline
ASPIRIANT, LLC6,868$789K0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,841$786K0.02%-9,32513F-HRTimeline
Pilgrim Partners Asia Pte Ltd6,800$781K0.74%+1,20013F-HRTimeline
Legacy Trust6,792$780K0.19%013F-HRTimeline
Waverly Advisors, LLC6,704$770K0.01%+1,50013F-HRTimeline
Capital Investment Counsel, LLC6,669$766K0.13%-2,89113F-HRTimeline
Legacy Edge Advisors, LLC6,510$748K0.12%+85813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,431$739K0.07%+6813F-HRTimeline
JNBA Financial Advisors6,319$726K0.08%-96613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,296$723K0.02%+25713F-HRTimeline
Nautilus Advisors LLC6,200$712K0.59%013F-HRTimeline
SK Wealth Management, LLC6,597$699K0.38%+1713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,089$699K<0.01%+31813F-HR/ATimelineGroup
Rollins Financial Advisors, LLC6,068$697K0.12%-88313F-HR/ATimeline
Bank of New Hampshire5,990$688K0.18%-2,47013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,939$682K0.05%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,917$680K0.01%-3,71313F-HRTimelineGroup
Well Done, LLC5,578$678K0.12%+1613F-HRTimeline
MATHER GROUP, LLC.5,809$667K0.01%-4813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,724$658K<0.01%013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT5,709$656K0.02%-17813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,646$649K0.04%-29513F-HRTimeline
BIRCHBROOK, INC.5,592$642K0.36%-8,42713F-HRTimeline
Modera Wealth Management, LLC5,473$629K0.01%+1813F-HRTimeline
COMERICA BANK5,449$626K<0.01%-15413F-HRTimeline
Geneos Wealth Management Inc.5,448$626K0.01%+3,80213F-HRTimeline
LRI Investments, LLC5,430$624K0.06%new13F-HRTimeline
WJ Wealth Management, LLC5,400$620K0.22%013F-HRTimeline
Walkner Condon Financial Advisors LLC5,349$614K0.12%013F-HRTimeline
SCS Capital Management LLC5,283$607K0.01%new13F-HR/ATimeline
West Financial Advisors, LLC5,213$599K0.11%-7013F-HRTimeline
PINNACLE ASSOCIATES LTD5,193$597K0.01%+1,17813F-HRTimeline
TriaGen Wealth Management LLC5,191$596K0.21%+1313F-HRTimeline
Kraft, Davis & Associates, LLC5,467$594K0.19%013F-HRTimeline
Orion Porfolio Solutions, LLC5,145$591K0.01%+1,30513F-HRTimeline
Orion Portfolio Solutions, LLC5,145$591K0.01%+1,30513F-HR/ATimeline
First Command Advisory Services, Inc.5,100$586K0.01%-8213F-HRTimeline
Sigma Planning Corp5,077$583K0.02%-2013F-HRTimeline
McAdam, LLC5,059$581K0.04%+45313F-HRTimeline
BRIGHTON JONES LLC5,059$581K0.02%-51913F-HRTimeline
Merit Financial Group, LLC5,056$581K0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,054$581K0.22%-64213F-HRTimeline
ProVise Management Group, LLC5,020$577K0.05%-16713F-HRTimeline
Graypoint LLC5,013$576K0.04%013F-HRTimeline
Riverbend Wealth Management, LLC5,000$574K0.51%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,998$574K<0.01%013F-HRTimelineGroup
TruNorth Capital Management, LLC4,935$567K0.14%013F-HRTimeline
Meridian Financial Advisors, LLC4,918$565K0.4%-10013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,896$562K0.24%-24813F-HRTimeline
Marks Group Wealth Management, Inc4,878$560K0.05%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,864$559K<0.01%-59113F-HRTimelineGroup
Bell Bank4,854$558K0.03%-36513F-HRTimeline
MAI Capital Management4,848$557K<0.01%-51513F-HRTimeline
EP Wealth Advisors, LLC4,741$545K<0.01%-25813F-HRTimeline
Diversified Enterprises, LLC4,663$536K0.05%-5,88213F-HRTimeline
Kesler, Norman & Wride, LLC4,662$536K0.1%013F-HRTimeline
WealthBridge Capital Management, LLC4,567$525K0.15%-29913F-HRTimeline
Peak Financial Management, Inc.4,485$515K0.15%-4513F-HRTimeline
CWS Financial Advisors, LLC4,403$506K0.16%+713F-HRTimeline
PFG Investments, LLC4,398$505K0.03%+213F-HRTimeline
SAGE FINANCIAL GROUP INC4,372$502K0.04%+1913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES4,347$500K0.2%-13,84413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,300$494K<0.01%-20013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC4,299$494K<0.01%013F-HRTimeline
Pacific Center for Financial Services4,252$488K0.13%-6713F-HRTimeline
TRUST CO OF VERMONT4,144$476K0.02%-1,40013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,138$475K0.03%-713F-HRTimelineGroup
Sanctuary Advisors, LLC4,070$468K<0.01%-9,64413F-HRTimeline
Opulen Financial Group LLC4,057$466K0.42%+713F-HRTimeline
CIBC Asset Management Inc4,010$461K<0.01%-21513F-HRTimeline
Progressive Investment Management Corp4,000$459K0.13%013F-HRTimeline
Bradley & Co. Private Wealth Management…3,984$458K0.31%-2913F-HRTimeline
Bluespring Wealth Management, LLC3,970$456K0.05%013F-HRTimeline
WARNER FINANCIAL, INC3,942$453K0.2%-2,57613F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC3,937$452K0.07%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,927$451K0.04%+97713F-HRTimeline
Ulland Investment Advisors, LLC3,880$446K0.37%-5,00013F-HRTimeline
Brio Consultants, LLC3,879$446K0.07%-35713F-HR/ATimeline
Sound View Wealth Advisors Group, LLC3,864$444K0.04%-2013F-HRTimeline
Western Wealth Management, LLC3,842$441K0.03%+313F-HRTimeline
Peregrine Asset Advisers, Inc.3,787$435K0.16%+1813F-HRTimeline
North Star Investment Management Corp.3,769$433K0.03%013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,748$431K0.01%-12213F-HRTimeline
Arkos Global Advisors3,699$425K0.06%-713F-HRTimeline
Weaver Consulting Group3,682$423K0.13%013F-HRTimeline
NATURAL INVESTMENTS, LLC3,668$421K0.12%+71813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,600$414K0.01%013F-HRTimeline
Mechanics Bank Trust Department3,600$414K0.06%-62013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,543$407K0.15%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,486$400K0.01%+1,75113F-HRTimelineGroup
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…3,485$400K0.04%+14313F-HRTimelineGroup
Harbor Group, Inc.3,430$394K0.08%-2713F-HRTimeline
Highview Capital Management LLC/DE/3,413$392K0.16%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,409$392K0.02%+7213F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,406$391K0.07%013F-HRTimeline
Sherman Asset Management, Inc.3,404$391K0.37%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,388$389K0.03%-7513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,345$384K0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC3,330$382K0.17%+3,12613F-HRTimeline
Allodium Investment Consultants, LLC3,291$378K0.28%+84613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,283$377K0.04%-1513F-HRTimeline
Pine Haven Investment Counsel, Inc3,279$377K0.32%013F-HRTimeline
WEALTH ALLIANCE, LLC3,263$375K0.05%+2213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,260$374K<0.01%+1,28713F-HRTimelineGroup
Tradition Wealth Management, LLC3,188$366K0.03%+32713F-HRTimeline
Global View Capital Management LLC3,170$364K0.13%-1,51013F-HRTimeline
Wealth Architects, LLC3,128$359K0.04%new13F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,076$353K0.01%013F-HRTimeline
Sand Hill Global Advisors, LLC3,038$349K0.01%013F-HRTimeline
White Lighthouse Investment Management …3,012$346K0.06%013F-HRTimeline
VILLERE ST DENIS J & CO LLC3,000$345K0.03%-2,41113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,998$344K0.02%013F-HRTimeline
LVZ, Inc.2,966$341K0.04%013F-HRTimeline
BridgePort Financial Solutions, LLC2,941$338K0.15%013F-HRTimeline
Empower Advisory Group, LLC2,933$337K<0.01%-31713F-HRTimeline
McNamara Financial Services, Inc.2,908$334K0.07%-12713F-HRTimeline
Fusion Family Wealth, LLC2,884$331K0.03%013F-HRTimeline
Transform Wealth, LLC2,883$331K0.02%-17213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,870$330K0.02%013F-HRTimeline
Connecticut Wealth Management, LLC2,859$328K0.02%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,760$317K<0.01%013F-HRTimeline
SWP FINANCIAL LLC2,739$315K0.19%-4613F-HRTimeline
Kelman-Lazarov, Inc.2,723$313K0.06%+98813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,702$310K0.02%-7513F-HRTimelineGroup
Klingman & Associates, LLC2,694$309K0.02%013F-HRTimeline
Balanced Rock Investment Advisors LLC2,690$309K0.25%-5,27413F-HRTimeline
Aufman Associates Inc2,611$300K0.21%+613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,597$298K<0.01%-23913F-HR/ATimelineGroup
HCR Wealth Advisors2,578$296K0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,566$295K0.01%new13F-HRTimelineGroup
Acropolis Investment Management, LLC2,540$292K0.02%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,525$290K0.06%013F-HRTimeline
GUERRA PAN ADVISORS, LLC2,525$290K0.23%-13413F-HRTimeline
Creekside Partners2,507$288K0.15%+213F-HRTimeline
Dakota Wealth Management2,499$287K0.01%+513F-HRTimeline
Catherine Avery Investment Management L…2,493$286K0.26%-713F-HRTimeline
LGL PARTNERS, LLC2,487$286K0.14%+713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,479$285K0.07%-12313F-HRTimelineGroup
Arkadios Wealth Advisors2,474$284K0.01%+23613F-HRTimeline
High Probability Advisors, LLC2,468$283K0.05%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC2,451$282K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.2,399$276K<0.01%-1,81113F-HRTimeline
Focus Financial Network, Inc.2,382$274K0.01%+613F-HRTimeline
Flagship Private Wealth, LLC2,368$272K0.13%-26713F-HRTimeline
ADIRONDACK TRUST CO2,354$270K0.11%-7313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,334$268K0.18%-1613F-HRTimeline
Richmond Investment Services, LLC2,329$268K0.15%+213F-HRTimeline
Grove Bank & Trust2,328$267K0.04%013F-HRTimeline
DIVERSIFIED TRUST CO2,323$267K0.01%013F-HRTimeline
SIGNATUREFD, LLC2,278$262K<0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,267$260K0.03%-52313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,241$257K0.01%-313F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.2,238$257K<0.01%new13F-HRTimeline
MJP ASSOCIATES INC /ADV2,238$257K0.05%-52313F-HRTimeline
Capital Advisors Wealth Management, LLC2,230$256K0.05%-713F-HRTimeline
AllSquare Wealth Management LLC2,210$254K0.15%013F-HRTimeline
WEALTHGARDEN F.S. LLC2,185$251K0.24%+34913F-HRTimeline
Axis Wealth Partners, LLC2,153$247K0.18%+213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,150$247K0.01%013F-HRTimeline
Kennebec Savings Bank2,148$247K0.26%-5013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,143$246K<0.01%-1,42313F-HRTimelineGroup
Private Wealth Management Group, LLC2,092$240K0.09%-3513F-HRTimeline
Clear Creek Financial Management, LLC2,088$240K0.02%013F-HRTimeline
Frederick Financial Consultants, LLC2,074$238K0.17%013F-HRTimeline
Magnus Financial Group LLC2,069$238K0.02%+6713F-HRTimeline
Penobscot Investment Management Company…2,056$236K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC2,045$235K0.01%+8913F-HRTimeline
Cornerstone Advisory, LLC2,031$235K0.03%+513F-HRTimeline
Ashton Thomas Private Wealth, LLC2,034$234K0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,026$233K<0.01%-19513F-HRTimelineGroup
Mason & Associates Inc2,020$232K0.06%013F-HRTimeline
Stanich Group LLC2,006$230K0.17%-90213F-HRTimeline
Traveka Wealth, LLC2,000$230K0.13%013F-HRTimeline
Wood Tarver Financial Group, LLC1,992$229K0.07%+313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,943$223K<0.01%013F-HR/ATimelineGroup
PITTENGER & ANDERSON INC1,942$223K0.01%013F-HRTimeline
Eagle Strategies LLC1,921$221K0.04%+8513F-HRTimeline
JFS WEALTH ADVISORS, LLC1,916$220K0.01%-21213F-HRTimeline
Pinnacle Financial Partners Inc1,900$218K<0.01%-33013F-HRTimeline
Mill Capital Management, LLC1,900$218K0.02%013F-HRTimeline
Harfst & Associates, Inc.1,891$217K0.05%-22513F-HRTimeline
SigFig Wealth Management, LLC1,886$215K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC1,858$213K0.03%013F-HRTimeline
Fielder Capital Group LLC1,848$212K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,844$212K0.01%+26013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,843$212K0.01%013F-HRTimelineGroup
Financial Insights, Inc.1,840$211K0.08%013F-HRTimeline
Refined Wealth Management1,833$211K0.17%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,819$209K<0.01%+1513F-HRTimelineGroup
LexAurum Advisors, LLC1,816$209K0.04%+113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,779$204K0.04%-4213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,759$202K0.02%-10613F-HRTimeline
Pointe Capital Management LLC1,752$201K0.12%013F-HRTimeline
Family Manage LLC1,686$194K0.03%+23713F-HRTimeline
Sandy Spring Bank1,565$180K0.01%+73313F-HRTimeline
Longview Financial Advisors LLC1,384$159K0.1%013F-HRTimeline
Financial Connections Group, Inc.1,350$155K0.07%-78313F-HRTimeline
GPS Wealth Strategies Group, LLC1,341$154K0.02%-2313F-HRTimeline
SBI Securities Co., Ltd.1,275$146K<0.01%-413F-HRTimeline