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Disclosery

SUSA ISHARES TR

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ESG OPTIMIZED (fund)

490 managers (493 13F filers) reported a position in SUSA shares at 2025-06-30, 16,961,013 shares in all. 32 filers opened a position and 16 filers sold out during the quarter.

Managers
490
13F filers
493
New
32
Added
121
Reduced
195
Sold out
16
Shares held by filers
16,961,013

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
Waverly Advisors, LLC6,204$786K0.01%-50013F-HRTimeline
Nautilus Advisors LLC6,200$786K0.58%013F-HRTimeline
CRUX WEALTH ADVISORS6,181$783K0.33%-24,46613F-HRTimeline
COMERICA BANK6,117$775K<0.01%+66813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,045$766K0.07%-38613F-HRTimeline
Capital Investment Counsel, LLC6,000$760K0.12%-66913F-HRTimeline
Bank of New Hampshire5,990$759K0.19%013F-HRTimeline
Farther Finance Advisors, LLC5,973$757K0.02%-2,66813F-HRTimeline
Rollins Financial Advisors, LLC5,968$756K0.12%-10013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,939$753K0.05%013F-HRTimelineGroup
Well Done, LLC5,906$748K0.14%+32813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,652$716K0.01%-26513F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.5,555$704K0.28%+65913F-HRTimeline
Glenmede Investment Management, LP5,524$700K<0.01%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,481$695K0.04%-16513F-HRTimeline
Modera Wealth Management, LLC5,473$694K0.01%013F-HRTimeline
One Capital Management, LLC5,454$691K0.02%-10,97013F-HRTimeline
LRI Investments, LLC5,430$688K0.06%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,430$688K<0.01%new13F-HRTimelineGroup
WJ Wealth Management, LLC5,400$684K0.22%013F-HRTimeline
Walkner Condon Financial Advisors LLC5,397$684K0.13%+4813F-HRTimeline
McAdam, LLC5,376$681K0.04%+31713F-HRTimeline
Kraft, Davis & Associates, LLC5,097$661K0.18%-37013F-HRTimeline
West Financial Advisors, LLC5,213$661K0.11%013F-HRTimeline
TriaGen Wealth Management LLC5,169$655K0.2%-2213F-HRTimeline
First Command Advisory Services, Inc.5,093$645K0.01%-713F-HRTimeline
SCS Capital Management LLC5,080$644K0.01%-20313F-HRTimeline
BRIGHTON JONES LLC5,075$643K0.02%+1613F-HRTimeline
Sigma Planning Corp5,072$643K0.02%-513F-HRTimeline
Merit Financial Group, LLC5,056$641K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC5,038$639K0.01%-10713F-HR/ATimeline
EP Wealth Advisors, LLC5,035$638K<0.01%+29413F-HRTimeline
Graypoint LLC5,014$635K0.04%+113F-HRTimeline
MATHER GROUP, LLC.5,011$635K0.01%-79813F-HRTimeline
Riverbend Wealth Management, LLC5,000$634K0.48%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,998$633K<0.01%013F-HRTimelineGroup
TruNorth Capital Management, LLC4,935$625K0.14%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,900$621K<0.01%+60013F-HRTimelineGroup
ProVise Management Group, LLC4,898$621K0.05%-12213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,894$620K0.18%-16013F-HRTimeline
Marks Group Wealth Management, Inc4,878$618K0.06%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,864$617K<0.01%013F-HRTimelineGroup
Brio Consultants, LLC4,840$613K0.09%+96113F-HRTimeline
MAI Capital Management4,787$607K<0.01%-6113F-HRTimeline
Meridian Financial Advisors, LLC4,718$598K0.39%-20013F-HRTimeline
WealthBridge Capital Management, LLC4,717$598K0.15%+15013F-HRTimeline
Mechanics Bank Trust Department4,717$598K0.09%+1,11713F-HRTimeline
Bell Bank4,715$598K0.03%-13913F-HRTimeline
Richmond Investment Services, LLC4,662$591K0.12%+2,33313F-HRTimeline
Kesler, Norman & Wride, LLC4,662$591K0.1%013F-HRTimeline
Global Retirement Partners, LLC4,635$588K0.01%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,616$585K0.01%-1,09313F-HRTimeline
PINNACLE ASSOCIATES LTD4,585$581K0.01%-60813F-HRTimeline
Peak Financial Management, Inc.4,575$580K0.16%+9013F-HRTimeline
CWS Financial Advisors, LLC4,410$559K0.16%+713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,384$556K<0.01%+8513F-HRTimeline
SAGE FINANCIAL GROUP INC4,375$555K0.04%+313F-HRTimeline
Pacific Center for Financial Services4,254$539K0.15%+213F-HRTimeline
TRUST CO OF VERMONT4,171$529K0.02%+2713F-HRTimeline
Curbstone Financial Management Corp4,116$522K0.11%new13F-HRTimeline
Diversified Enterprises, LLC4,099$520K0.04%-56413F-HRTimeline
Opulen Financial Group LLC4,056$514K0.42%-113F-HRTimeline
CIBC Asset Management Inc4,010$508K<0.01%013F-HRTimeline
Progressive Investment Management Corp4,000$507K0.13%013F-HRTimeline
BIRCHBROOK, INC.3,991$506K0.27%-1,60113F-HRTimeline
Bradley & Co. Private Wealth Management…3,984$505K0.31%013F-HRTimeline
Bluespring Wealth Management, LLC3,970$503K0.05%013F-HRTimeline
Allodium Investment Consultants, LLC3,938$499K0.32%+64713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,937$499K0.04%+1013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC3,937$499K0.07%013F-HRTimeline
Ulland Investment Advisors, LLC3,880$492K0.38%013F-HRTimeline
North Star Investment Management Corp.3,869$490K0.03%+10013F-HRTimeline
Western Wealth Management, LLC3,828$485K0.03%-1413F-HRTimeline
Peregrine Asset Advisers, Inc.3,787$480K0.15%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,735$473K<0.01%+1,79213F-HR/ATimelineGroup
Sound View Wealth Advisors Group, LLC3,727$472K0.03%-13713F-HRTimeline
WARNER FINANCIAL, INC3,702$469K0.19%-24013F-HRTimeline
Weaver Consulting Group3,682$467K0.13%013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,648$462K0.01%-10013F-HRTimeline
Harbor Group, Inc.3,624$459K0.08%+19413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,600$456K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,543$449K0.15%013F-HRTimeline
Arkos Global Advisors3,543$449K0.06%-15613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,494$443K0.02%+8513F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…3,418$433K0.04%-6713F-HRTimelineGroup
Highview Capital Management LLC/DE/3,413$433K0.17%013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,406$432K0.07%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,396$430K<0.01%-2,69313F-HR/ATimelineGroup
KMG FIDUCIARY PARTNERS, LLC3,387$429K0.03%-113F-HRTimeline
Sound Stewardship, LLC3,383$429K0.22%-5,14913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,377$428K0.01%-10913F-HRTimelineGroup
PFG Investments, LLC3,353$425K0.02%-1,04513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,345$424K0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,333$422K0.01%+76713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,283$416K0.04%013F-HRTimeline
Pine Haven Investment Counsel, Inc3,279$416K0.33%013F-HRTimeline
WEALTH ALLIANCE, LLC3,270$414K0.05%+713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,229$409K<0.01%+63213F-HRTimelineGroup
Sanctuary Advisors, LLC3,224$409K<0.01%-84613F-HRTimeline
NorthCoast Asset Management LLC3,191$405K<0.01%new13F-HRTimeline
Tradition Wealth Management, LLC3,162$401K0.03%-2613F-HRTimeline
Dunhill Financial, LLC3,111$394K0.11%-21913F-HRTimeline
Connecticut Wealth Management, LLC3,082$391K0.02%+22313F-HRTimeline
NATURAL INVESTMENTS, LLC3,061$387K0.1%-60713F-HRTimeline
LVZ, Inc.3,052$387K0.05%+8613F-HRTimeline
Sand Hill Global Advisors, LLC3,038$385K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,011$382K<0.01%-24913F-HRTimelineGroup
VILLERE ST DENIS J & CO LLC3,000$380K0.04%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,998$380K0.02%013F-HRTimeline
BridgePort Financial Solutions, LLC2,941$373K0.12%013F-HRTimeline
Empower Advisory Group, LLC2,933$372K<0.01%013F-HRTimeline
McNamara Financial Services, Inc.2,888$366K0.07%-2013F-HRTimeline
Fusion Family Wealth, LLC2,884$366K0.03%013F-HRTimeline
Arrowroot Family Office, LLC2,879$365K0.16%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,760$350K<0.01%013F-HRTimeline
Wealth Architects, LLC2,734$347K0.04%-39413F-HRTimeline
Kelman-Lazarov, Inc.2,723$345K0.06%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,720$345K0.02%-15013F-HRTimeline
Klingman & Associates, LLC2,694$341K0.02%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,676$339K0.01%-40013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp2,629$333K0.01%new13F-HRTimelineGroup
Aufman Associates Inc2,615$331K0.2%+413F-HRTimeline
SWP FINANCIAL LLC2,609$331K0.18%-13013F-HRTimeline
High Probability Advisors, LLC2,580$327K0.05%+11213F-HRTimeline
Acropolis Investment Management, LLC2,540$322K0.02%013F-HRTimeline
LGL PARTNERS, LLC2,492$322K0.14%+513F-HRTimeline
HCR Wealth Advisors2,528$320K0.04%-5013F-HRTimeline
Balanced Rock Investment Advisors LLC2,528$320K0.25%-16213F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,525$320K0.06%013F-HRTimeline
GUERRA PAN ADVISORS, LLC2,525$320K0.21%013F-HRTimeline
Arkadios Wealth Advisors2,505$318K0.01%+3113F-HRTimeline
Dakota Wealth Management2,503$317K0.01%+413F-HRTimeline
Catherine Avery Investment Management L…2,493$316K0.24%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,484$315K0.09%+513F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC2,451$311K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,416$306K0.01%+17513F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,402$304K0.02%-30013F-HRTimelineGroup
SigFig Wealth Management, LLC2,415$304K0.01%+52913F-HRTimeline
Focus Financial Network, Inc.2,382$302K0.01%013F-HRTimeline
Flagship Private Wealth, LLC2,354$298K0.13%-1413F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.2,331$295K0.01%new13F-HRTimelineGroup
Grove Bank & Trust2,328$295K0.04%013F-HRTimeline
DIVERSIFIED TRUST CO2,323$294K0.01%013F-HRTimeline
White Lighthouse Investment Management …2,297$291K0.05%-71513F-HRTimeline
OLIO Financial Planning2,293$291K0.09%new13F-HRTimeline
SIGNATUREFD, LLC2,278$289K<0.01%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,238$284K<0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC2,196$282K0.23%+1113F-HRTimeline
AllSquare Wealth Management LLC2,210$280K0.16%013F-HRTimeline
Axis Wealth Partners, LLC2,172$275K0.18%+1913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,178$274K0.1%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,150$273K0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,131$270K<0.01%+10513F-HR/ATimelineGroup
Capital Advisors Wealth Management, LLC2,127$270K0.04%-10313F-HRTimeline
Private Wealth Management Group, LLC2,112$268K0.09%+2013F-HRTimeline
Clear Creek Financial Management, LLC2,088$265K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,080$264K0.02%-2,05813F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC2,077$263K0.16%-25713F-HRTimeline
Frederick Financial Consultants, LLC2,074$263K0.16%013F-HRTimeline
Magnus Financial Group LLC2,074$263K0.02%+513F-HRTimeline
IAG Wealth Partners, LLC2,059$261K0.03%+20113F-HRTimeline
Penobscot Investment Management Company…2,056$261K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC2,046$259K0.01%+113F-HRTimeline
Cornerstone Advisory, LLC2,035$258K0.03%+413F-HRTimeline
Ashton Thomas Private Wealth, LLC2,034$258K0.01%013F-HRTimeline
Mason & Associates Inc2,020$256K0.06%013F-HRTimeline
HRT FINANCIAL LP2,025$256K<0.01%new13F-HRTimeline
Traveka Wealth, LLC2,000$254K0.13%013F-HRTimeline
Forza Wealth Management, LLC1,992$252K0.1%new13F-HRTimeline
Wood Tarver Financial Group, LLC1,995$252K0.08%+313F-HRTimeline
Geneos Wealth Management Inc.1,986$252K0.01%-3,46213F-HRTimeline
PITTENGER & ANDERSON INC1,942$246K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,916$243K0.02%013F-HRTimeline
Global View Capital Management LLC1,902$241K0.08%-1,26813F-HRTimeline
Pinnacle Financial Partners Inc1,900$241K0.01%013F-HRTimeline
Mill Capital Management, LLC1,900$241K0.02%013F-HRTimeline
Harfst & Associates, Inc.1,891$240K0.05%013F-HRTimeline
Creekside Partners1,869$237K0.11%-63813F-HRTimeline
Harbor Asset Planning, Inc.1,859$236K0.22%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,845$234K0.01%+113F-HRTimeline
Financial Insights, Inc.1,840$233K0.09%013F-HRTimeline
Refined Wealth Management1,833$232K0.16%013F-HRTimeline
ETF Portfolio Partners, Inc.1,821$231K0.06%new13F-HRTimeline
Eagle Strategies LLC1,817$230K0.04%-10413F-HRTimeline
Boothe Investment Group, Inc.1,807$229K0.09%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,800$228K<0.01%-1913F-HRTimelineGroup
Bell Investment Advisors, Inc1,787$226K0.04%+87113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,779$225K0.04%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,760$223K0.01%+113F-HRTimeline
Pointe Capital Management LLC1,752$222K0.12%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,711$217K0.02%-55613F-HRTimelineGroup
Van Hulzen Asset Management, LLC1,705$216K0.02%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,700$215K<0.01%-10,50013F-HRTimeline
Zhang Financial LLC1,697$215K0.01%-5,35313F-HRTimeline
Parkshore Wealth Management, Inc.1,697$215K0.11%new13F-HRTimeline
Kennebec Savings Bank1,696$215K0.21%-45213F-HRTimeline
Argyle Capital Partners, LLC1,696$215K0.18%new13F-HRTimeline
Stanich Group LLC1,681$214K0.19%-32513F-HRTimeline
Family Manage LLC1,686$214K0.03%013F-HRTimeline
MJP ASSOCIATES INC /ADV1,682$213K0.03%-55613F-HRTimeline