SUSA ISHARES TR

ESG OPTIMIZED (fund)

498 managers (500 13F filers) reported a position in SUSA shares at 2025-09-30, 16,229,080 shares in all. 32 filers opened a position and 23 filers sold out during the quarter.

Managers: 498
13F filers: 500
New: 32
Added: 125
Reduced: 191
Sold out: 23
Shares held by filers: 16,229,080

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
HENGEHOLD CAPITAL MANAGEMENT LLC	6,045	$820K	0.07%	0	13F-HR Timeline
McGinn Penninger Investment Management,…	6,008	$815K	0.48%	-2,090	13F-HR Timeline
Capital Investment Counsel, LLC	6,000	$814K	0.12%	0	13F-HR Timeline
Bank of New Hampshire	5,990	$813K	0.19%	0	13F-HR Timeline
Farther Finance Advisors, LLC	5,982	$812K	0.01%	+9	13F-HR Timeline
Rollins Financial Advisors, LLC	5,968	$810K	0.12%	0	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	5,939	$806K	0.05%	0	13F-HR Timeline Group
Well Done, LLC	5,905	$801K	0.14%	-1	13F-HR Timeline
Waverly Advisors, LLC	5,876	$797K	0.01%	-328	13F-HR Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC	5,753	$780K	<0.01%	+755	13F-HR Timeline Group
Glenmede Investment Management, LP	5,524	$749K	<0.01%	0	13F-HR Timeline
Modera Wealth Management, LLC	5,473	$742K	0.01%	0	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	5,448	$739K	0.04%	-33	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	5,446	$739K	0.27%	-109	13F-HR Timeline
Global View Capital Management LLC	5,429	$736K	0.16%	+3,527	13F-HR Timeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD	5,400	$733K	<0.01%	+500	13F-HR Timeline Group
Walkner Condon Financial Advisors LLC	5,398	$732K	0.12%	+1	13F-HR Timeline
CRUX WEALTH ADVISORS	5,334	$724K	0.29%	-847	13F-HR Timeline
LRI Investments, LLC	5,317	$721K	0.06%	-113	13F-HR Timeline
One Capital Management, LLC	5,297	$719K	0.02%	-157	13F-HR Timeline
Mechanics Bank Trust Department	5,255	$713K	0.1%	+538	13F-HR Timeline
McAdam, LLC	5,246	$712K	0.04%	-130	13F-HR Timeline
TriaGen Wealth Management LLC	5,169	$701K	0.18%	0	13F-HR Timeline
Kraft, Davis & Associates, LLC	5,097	$699K	0.17%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	5,150	$699K	0.17%	+256	13F-HR Timeline
SCS Capital Management LLC	5,081	$689K	0.01%	+1	13F-HR Timeline
BRIGHTON JONES LLC	5,076	$689K	0.02%	+1	13F-HR Timeline
Merit Financial Group, LLC	5,056	$686K	0.01%	0	13F-HR/A Timeline
Riverbend Wealth Management, LLC	5,000	$678K	0.47%	0	13F-HR Timeline
MATHER GROUP, LLC.	4,989	$677K	0.01%	-22	13F-HR Timeline
TruNorth Capital Management, LLC	4,935	$669K	0.13%	0	13F-HR Timeline
Marks Group Wealth Management, Inc	4,878	$662K	0.06%	0	13F-HR Timeline
ProVise Management Group, LLC	4,875	$661K	0.05%	-23	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	4,816	$653K	<0.01%	-48	13F-HR Timeline Group
Orion Porfolio Solutions, LLC	4,805	$652K	0.01%	-233	13F-HR Timeline
Peak Financial Management, Inc.	4,795	$650K	0.17%	+220	13F-HR Timeline
MAI Capital Management	4,744	$644K	<0.01%	-43	13F-HR Timeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.	4,718	$640K	0.01%	-934	13F-HR Timeline Group
Global Retirement Partners, LLC	4,693	$637K	0.01%	+58	13F-HR Timeline
Brio Consultants, LLC	4,674	$634K	0.09%	-166	13F-HR Timeline
West Financial Advisors, LLC	4,654	$631K	0.1%	-559	13F-HR Timeline
Savvy Advisors, Inc.	4,591	$623K	0.03%	new	13F-HR Timeline
WealthBridge Capital Management, LLC	4,553	$618K	0.14%	-164	13F-HR Timeline
Richmond Investment Services, LLC	4,522	$613K	0.11%	-140	13F-HR Timeline
CWS Financial Advisors, LLC	4,454	$604K	0.17%	+44	13F-HR Timeline
SAGE FINANCIAL GROUP INC	4,379	$594K	0.04%	+4	13F-HR Timeline
Meridian Financial Advisors, LLC	4,300	$583K	0.33%	-418	13F-HR Timeline
JOHNSON INVESTMENT COUNSEL INC	4,284	$581K	<0.01%	-100	13F-HR Timeline
Pacific Center for Financial Services	4,257	$578K	0.15%	+3	13F-HR Timeline
Sharper & Granite LLC	4,247	$576K	0.21%	-2,110	13F-HR Timeline
Integrated Investment Consultants, LLC	4,210	$571K	0.1%	-5,350	13F-HR Timeline
Opulen Financial Group LLC	4,186	$568K	0.43%	+130	13F-HR Timeline
Kesler, Norman & Wride, LLC	4,662	$567K	0.11%	0	13F-HR Timeline
TRUST CO OF VERMONT	4,156	$564K	0.02%	-15	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	4,138	$561K	0.01%	-478	13F-HR Timeline
First Command Advisory Services, Inc.	4,122	$559K	<0.01%	-971	13F-HR Timeline
CIBC Asset Management Inc	4,010	$544K	<0.01%	0	13F-HR Timeline
Progressive Investment Management Corp	4,000	$543K	0.13%	0	13F-HR Timeline
Bradley & Co. Private Wealth Management…	3,984	$540K	0.3%	0	13F-HR Timeline
Bluespring Wealth Management, LLC	3,949	$536K	0.05%	-21	13F-HR Timeline
ZEVIN ASSET MANAGEMENT LLC	3,937	$534K	0.08%	0	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	3,890	$528K	0.01%	+1,856	13F-HR Timeline
Ulland Investment Advisors, LLC	3,880	$526K	0.4%	0	13F-HR Timeline
North Star Investment Management Corp.	3,869	$525K	0.03%	0	13F-HR Timeline
Western Wealth Management, LLC	3,831	$520K	0.03%	+3	13F-HR Timeline
Peregrine Asset Advisers, Inc.	3,787	$514K	0.15%	0	13F-HR Timeline
WARNER FINANCIAL, INC	3,705	$503K	0.19%	+3	13F-HR Timeline
Harbor Group, Inc.	3,689	$500K	0.08%	+65	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	3,689	$500K	0.06%	new	13F-HR Timeline Group
Weaver Consulting Group	3,682	$499K	0.13%	0	13F-HR Timeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…	3,669	$498K	0.04%	+251	13F-HR Timeline Group
TRILLIUM ASSET MANAGEMENT, LLC	3,648	$495K	0.01%	0	13F-HR Timeline
BIRCHBROOK, INC.	3,609	$490K	0.25%	-382	13F-HR Timeline
BRADLEY FOSTER & SARGENT INC/CT	3,600	$488K	0.01%	0	13F-HR Timeline
Diversified Enterprises, LLC	3,545	$481K	0.03%	-554	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	3,529	$479K	0.03%	-198	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	3,513	$477K	0.15%	-30	13F-HR Timeline
Allodium Investment Consultants, LLC	3,493	$474K	0.27%	-445	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	3,455	$469K	0.03%	+68	13F-HR Timeline
Arkos Global Advisors	3,439	$467K	0.06%	-104	13F-HR Timeline
Highview Capital Management LLC/DE/	3,413	$463K	0.17%	0	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	3,404	$462K	0.02%	-90	13F-HR Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…	3,389	$460K	<0.01%	-7	13F-HR Timeline Group
Sound Stewardship, LLC	3,384	$459K	0.22%	+1	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	3,377	$458K	0.01%	0	13F-HR Timeline Group
Savant Capital, LLCin group Savant Capital, LLC	3,358	$455K	<0.01%	-377	13F-HR/A Timeline Group
PFG Investments, LLC	3,355	$455K	0.02%	+2	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	3,345	$454K	0.01%	0	13F-HR Timeline Group
HARBOR INVESTMENT ADVISORY, LLC	3,270	$444K	0.04%	-13	13F-HR Timeline
COREPATH WEALTH PARTNERS LLC	3,220	$441K	0.32%	new	13F-HR Timeline
Sanctuary Advisors, LLC	3,226	$438K	<0.01%	+2	13F-HR/A Timeline
NorthCoast Asset Management LLC	3,192	$433K	<0.01%	+1	13F-HR Timeline
Tradition Wealth Management, LLC	3,163	$429K	0.03%	+1	13F-HR Timeline
Pine Haven Investment Counsel, Inc	3,144	$426K	0.31%	-135	13F-HR Timeline
Connecticut Wealth Management, LLC	3,087	$419K	0.02%	+5	13F-HR Timeline
Investment Research Partners LLC	2,997	$418K	0.19%		13F-HR Timeline
BridgePort Financial Solutions, LLC	3,065	$416K	0.11%	+124	13F-HR Timeline
LVZ, Inc.	3,049	$414K	0.05%	-3	13F-HR Timeline
PINNACLE ASSOCIATES LTD	3,044	$413K	0.01%	-1,541	13F-HR Timeline
Sand Hill Global Advisors, LLC	3,038	$412K	0.01%	0	13F-HR Timeline
VILLERE ST DENIS J & CO LLC	3,000	$407K	0.04%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	2,998	$407K	0.02%	0	13F-HR Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS	2,904	$394K	0.01%	-7,606	13F-HR Timeline Group
McNamara Financial Services, Inc.	2,888	$392K	0.07%	0	13F-HR Timeline
Fusion Family Wealth, LLC	2,884	$391K	0.03%	0	13F-HR Timeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…	2,883	$391K	<0.01%	-128	13F-HR Timeline Group
Arrowroot Family Office, LLC	2,879	$391K	0.16%	0	13F-HR Timeline
Sigma Planning Corp	2,823	$383K	0.01%	-2,249	13F-HR Timeline
Pinnacle Financial Partners Inc	2,787	$378K	0.01%	+887	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	2,786	$378K	0.01%	+157	13F-HR Timeline Group
WJ Wealth Management, LLC	2,700	$377K	0.17%	-2,700	13F-HR/A Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	2,760	$374K	<0.01%	0	13F-HR Timeline
Wealth Architects, LLC	2,734	$371K	0.04%	0	13F-HR Timeline
Klingman & Associates, LLC	2,694	$365K	0.02%	0	13F-HR Timeline
Kelman-Lazarov, Inc.	2,686	$364K	0.05%	-37	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	2,674	$363K	0.01%	-2	13F-HR Timeline
Dunhill Financial, LLC	2,653	$360K	0.09%	-458	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	2,651	$360K	0.01%	+235	13F-HR Timeline Group
Aufman Associates Inc	2,589	$351K	0.2%	-26	13F-HR Timeline
SWP FINANCIAL LLC	2,583	$350K	0.18%	-26	13F-HR Timeline
High Probability Advisors, LLC	2,568	$348K	0.05%	-12	13F-HR Timeline
HCR Wealth Advisors	2,550	$348K	0.04%	+22	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	2,528	$343K	<0.01%	-405	13F-HR Timeline Group
EARNED WEALTH ADVISORS, LLC	2,525	$343K	0.06%	0	13F-HR Timeline
GUERRA PAN ADVISORS, LLC	2,525	$343K	0.21%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	2,520	$342K	0.02%	-200	13F-HR Timeline
Arkadios Wealth Advisors	2,512	$341K	0.01%	+7	13F-HR Timeline
Dakota Wealth Management	2,507	$340K	0.01%	+4	13F-HR/A Timeline
LGL PARTNERS, LLC	2,498	$339K	0.14%	+6	13F-HR Timeline
Catherine Avery Investment Management L…	2,493	$338K	0.22%	0	13F-HR Timeline
Dorsey & Whitney Trust CO LLC	2,451	$332K	0.02%	0	13F-HR Timeline
Balanced Rock Investment Advisors LLC	2,424	$329K	0.24%	-104	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	2,396	$325K	0.02%	-1,541	13F-HR Timeline
Acropolis Investment Management, LLC	2,540	$322K	0.02%	0	13F-HR Timeline
Flagship Private Wealth, LLC	2,360	$320K	0.13%	+6	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	2,342	$318K	0.02%	-60	13F-HR Timeline Group
Grove Bank & Trust	2,328	$316K	0.04%	0	13F-HR Timeline
DIVERSIFIED TRUST CO	2,323	$315K	0.01%	0	13F-HR Timeline
Focus Financial Network, Inc.	2,311	$313K	0.01%	-71	13F-HR Timeline
White Lighthouse Investment Management …	2,304	$312K	0.05%	+7	13F-HR Timeline
OLIO Financial Planning	2,293	$311K	0.09%	0	13F-HR Timeline
SIGNATUREFD, LLC	2,278	$309K	<0.01%	0	13F-HR Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …	2,181	$305K	0.01%	new	13F-HR Timeline Group
Princeton Global Asset Management LLC	2,242	$304K	0.05%	+580	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	2,238	$304K	<0.01%	0	13F-HR Timeline
WEALTHGARDEN F.S. LLC	2,193	$300K	0.21%	-3	13F-HR Timeline
AllSquare Wealth Management LLC	2,210	$300K	0.16%	0	13F-HR Timeline
Forza Wealth Management, LLC	2,192	$297K	0.11%	+200	13F-HR Timeline
CONSILIO WEALTH ADVISORS, LLC	2,185	$296K	0.1%	+7	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	2,150	$292K	0.01%	0	13F-HR Timeline
Axis Wealth Partners, LLC	2,117	$287K	0.17%	-55	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	2,101	$285K	<0.01%	-30	13F-HR Timeline Group
Magnus Financial Group LLC	2,079	$282K	0.02%	+5	13F-HR Timeline
Frederick Financial Consultants, LLC	2,074	$281K	0.16%	0	13F-HR Timeline
SigFig Wealth Management, LLC	2,077	$281K	0.01%	-338	13F-HR Timeline
Penobscot Investment Management Company…	2,056	$279K	0.02%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	2,046	$278K	0.01%	0	13F-HR Timeline
Cornerstone Advisory, LLC	2,040	$277K	0.03%	+5	13F-HR Timeline
IAG Wealth Partners, LLC	2,035	$276K	0.03%	-24	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	2,026	$275K	0.04%	-1,380	13F-HR Timeline
Capital Advisors Wealth Management, LLC	2,024	$275K	0.04%	-103	13F-HR Timeline
Mason & Associates Inc	2,020	$274K	0.06%	0	13F-HR Timeline
Private Wealth Management Group, LLC	2,017	$274K	0.08%	-95	13F-HR Timeline
Traveka Wealth, LLC	2,000	$271K	0.12%	0	13F-HR Timeline
Geneos Wealth Management Inc.	1,986	$269K	0.01%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	1,942	$263K	0.01%	0	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	1,931	$262K	0.01%	-7,713	13F-HR Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC	1,928	$262K	<0.01%	new	13F-HR Timeline Group
JFS WEALTH ADVISORS, LLC	1,916	$260K	0.02%	0	13F-HR Timeline
Cambria Investment Management, L.P.	1,904	$258K	0.02%	new	13F-HR/A Timeline
Empowered Funds, LLC	1,904	$258K	<0.01%	new	13F-HR Timeline
Mill Capital Management, LLC	1,900	$258K	0.02%	0	13F-HR Timeline
ETF Portfolio Partners, Inc.	1,886	$256K	0.07%	+65	13F-HR Timeline
RETIREMENT INCOME SOLUTIONS, INC	1,880	$255K	0.04%	+273	13F-HR Timeline
Creekside Partners	1,871	$254K	0.11%	+2	13F-HR Timeline
Clear Creek Financial Management, LLC	1,859	$252K	0.02%	-229	13F-HR Timeline
Financial Insights, Inc.	1,840	$250K	0.08%	0	13F-HR Timeline
Refined Wealth Management	1,833	$249K	0.16%	0	13F-HR Timeline
Harfst & Associates, Inc.	1,811	$246K	0.05%	-80	13F-HR Timeline
Rehmann Capital Advisory Group	1,791	$243K	0.01%	new	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	1,784	$242K	0.01%	-61	13F-HR Timeline
Wood Tarver Financial Group, LLC	1,787	$242K	0.07%	-208	13F-HR Timeline
Eagle Strategies LLC	1,777	$241K	0.03%	-40	13F-HR Timeline
DAVENPORT & Co LLC	1,774	$241K	<0.01%	new	13F-HR Timeline
Boothe Investment Group, Inc.	1,767	$240K	0.09%	-40	13F-HR Timeline
Kennebec Savings Bank	1,761	$239K	0.22%	+65	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	1,756	$238K	0.01%	-4	13F-HR Timeline
Pointe Capital Management LLC	1,752	$238K	0.12%	0	13F-HR Timeline
Summit Financial, LLC	1,740	$236K	<0.01%	+108	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	1,714	$233K	0.02%	+3	13F-HR Timeline Group
Van Hulzen Asset Management, LLC	1,705	$231K	0.02%	0	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	1,705	$231K	0.03%	-74	13F-HR Timeline
Zhang Financial LLC	1,697	$230K	0.01%	0	13F-HR Timeline
Parkshore Wealth Management, Inc.	1,697	$230K	0.09%	0	13F-HR Timeline
Argyle Capital Partners, LLC	1,696	$230K	0.16%	0	13F-HR Timeline
Family Manage LLC	1,686	$229K	0.03%	0	13F-HR Timeline
MJP ASSOCIATES INC /ADV	1,685	$229K	0.03%	+3	13F-HR Timeline
Stanich Group LLC	1,685	$229K	0.14%	+4	13F-HR Timeline
LexAurum Advisors, LLC	1,679	$228K	0.03%	+1	13F-HR Timeline
Perennial Investment Advisors, LLC	1,665	$226K	0.02%	+1	13F-HR Timeline