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Disclosery

SUSA ISHARES TR

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ESG OPTIMIZED (fund)

480 managers (483 13F filers) reported a position in SUSA shares at 2024-12-31, 18,546,261 shares in all. 17 filers opened a position and 24 filers sold out during the quarter.

Managers
480
13F filers
483
New
17
Added
123
Reduced
196
Sold out
24
Shares held by filers
18,546,261

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CONSILIO WEALTH ADVISORS, LLC1,698$206K0.08%+213F-HRTimeline
Argyle Capital Partners, LLC1,696$206K0.18%13F-HRTimeline
Parkshore Wealth Management, Inc.1,689$205K0.12%13F-HRTimeline
Grant/GrossMendelsohn, LLC1,650$201K0.1%new13F-HRTimeline
Geneos Wealth Management Inc.1,646$200K0.01%-23313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,584$193K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,560$190K0.05%013F-HRTimeline
Family Manage LLC1,449$176K0.03%013F-HRTimeline
Longview Financial Advisors LLC1,384$168K0.11%13F-HRTimeline
GPS Wealth Strategies Group, LLC1,364$166K0.02%-913F-HRTimeline
SBI Securities Co., Ltd.1,279$156K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…1,196$145K0.01%+313F-HRTimeline
Glen Eagle Advisors, LLC1,152$140K0.02%+713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,136$138K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,050$128K0.07%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding984$120KnewTimeline
Bell Investment Advisors, Inc931$113K0.02%-113F-HRTimeline
Cranbrook Wealth Management, LLC893$109K0.03%-8413F-HRTimeline
Millstone Evans Group, LLC876$107K0.07%13F-HRTimeline
Prestige Wealth Management Group LLC854$104K0.02%-2313F-HR/ATimeline
HOWE & RUSLING INC850$103K0.01%013F-HRTimeline
Sandy Spring Bank832$101K<0.01%+213F-HRTimeline
FAS Wealth Partners, Inc.814$99K0.01%-2113F-HRTimeline
Caldwell Trust Co800$97.3K0.01%013F-HRTimeline
Crewe Advisors LLC744$90.5K0.01%-4513F-HRTimeline
Parallel Advisors, LLC694$84.4K<0.01%-3813F-HRTimeline
Farther Finance Advisors, LLC677$82.3K<0.01%-4613F-HRTimeline
Qube Research & Technologies Ltd665$80.9K<0.01%-4813F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors650$79K0.01%013F-HRTimelineGroup
EASTERN BANK617$75K<0.01%+24013F-HRTimeline
Investors Research Corp593$72.1K0.02%013F-HRTimeline
Coston, McIsaac & Partners580$70K0.02%+213F-HRTimeline
VALLEY NATIONAL ADVISERS INC564$68K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC526$64K0.01%013F-HRTimeline
PRIVATE TRUST CO NA523$63.6K0.01%013F-HRTimeline
Westend Capital Management, LLC503$61.2K0.02%013F-HRTimeline
Running Point Capital Advisors, LLC495$60.2K0.02%013F-HRTimeline
CoreCap Advisors, LLC478$58.1K<0.01%013F-HRTimeline
Front Row Advisors LLC465$56.5K0.02%013F-HRTimeline
Human Investing LLC435$52.9K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC431$52.4K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.390$47.4K0.02%013F-HRTimeline
Financial Life Planners366$44.6K0.04%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.350$42.6K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC345$42K<0.01%-1613F-HRTimeline
Transce3nd, LLC336$40.9K0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC330$40.1K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.317$38.8K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA308$37.5K0.02%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC300$36.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC204$24.7K0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…190$23.1K<0.01%-8513F-HRTimeline
Heritage Wealth Advisors172$20.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc164$19.9K<0.01%-34513F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…162$19.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC154$18.7K<0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$18.2K0.01%013F-HRTimeline
Financial Perspectives, Inc143$17.4K0.01%013F-HRTimeline
American Capital Advisory, LLC116$14.1K0.01%+3213F-HRTimeline
Tanglewood Legacy Advisors, LLC104$12.6K0.01%013F-HRTimeline
WHITTIER TRUST CO100$12.2K<0.01%-43113F-HRTimeline
Lindbrook Capital, LLC100$12.2K<0.01%013F-HRTimeline
MITCHELL SINKLER & STARR/PA80$9.73K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC74$9K0.01%-1013F-HRTimeline
Avior Wealth Management, LLC53$6.44K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…52$6.36K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…45$5.47K<0.01%new13F-HRTimelineGroup
PayPay Securities Corp41$4.99K0.22%+3613F-HRTimeline
Riggs Asset Managment Co. Inc.40$4.88K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.38$4.6K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC36$4.38K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC25$3.04K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.22$2.67K<0.01%013F-HRTimeline
Continuum Advisory, LLC21$2.6K<0.01%013F-HRTimeline
Abound Wealth Management13$1.58K<0.01%013F-HRTimeline
GeoWealth Management, LLC12$1.46K<0.01%-72,90813F-HRTimeline
Beacon Capital Management, LLC5$610<0.01%013F-HRTimeline
IFP Advisors, Inc4$486<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co6,617$805M+11413F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.