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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
Capital Investment Advisory Services, L…1,199$138K0.01%+313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,190$137K0.06%-54713F-HR/ATimeline
Glen Eagle Advisors, LLC1,171$134K0.02%+1913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,136$130K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC969$111K0.06%-8113F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding967$111K-17Timeline
Bell Investment Advisors, Inc916$105K0.02%-1513F-HRTimeline
Opal Wealth Advisors, LLC908$104K0.03%-1,56613F-HRTimeline
Cranbrook Wealth Management, LLC893$103K0.02%013F-HRTimeline
HOWE & RUSLING INC850$97.6K0.01%013F-HRTimeline
Caldwell Trust Co800$91.9K0.01%013F-HRTimeline
Qube Research & Technologies Ltd788$90.5K<0.01%+12313F-HRTimeline
Crewe Advisors LLC744$85.5K0.01%013F-HRTimeline
Millstone Evans Group, LLC731$84K0.06%-14513F-HRTimeline
Parallel Advisors, LLC694$79.7K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC686$78.8K0.02%-16813F-HR/ATimeline
Colonial Trust Advisorsin group Colonial Trust Advisors650$74.7K0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.616$70.7K0.01%-19813F-HRTimeline
Investors Research Corp593$68.1K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC564$64K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC526$60.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA523$60.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC517$59.4K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC514$58.7K0.01%new13F-HRTimeline
Westend Capital Management, LLC503$57.8K0.02%013F-HRTimeline
Running Point Capital Advisors, LLC495$56.9K0.02%013F-HRTimeline
CoreCap Advisors, LLC478$54.9K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC431$49.5K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC423$48.6K0.02%-4213F-HRTimeline
LANARK FINANCIAL, INC.410$47K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.390$44.8K0.02%013F-HRTimeline
AE Wealth Management LLC351$40.3K<0.01%-13,13213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.350$40.2K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC345$39.6K<0.01%013F-HRTimeline
Coston, McIsaac & Partners333$38K0.01%-24713F-HRTimeline
WOLFF WIESE MAGANA LLC330$37.9K0.03%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC300$34.5K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.317$32.3K<0.01%013F-HRTimelineGroup
Transce3nd, LLC261$30K0.01%-7513F-HRTimeline
Integrity Financial Corp /WA238$27.4K0.02%-7013F-HRTimeline
CX Institutional232$27K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC208$23.9K0.02%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…207$23.8K<0.01%new13F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…190$21.8K<0.01%013F-HRTimeline
Heritage Wealth Advisors165$19K<0.01%-713F-HRTimeline
AdvisorNet Financial, Inc164$18.8K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp162$18.6K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC154$17.7K<0.01%013F-HR/ATimeline
ELEVATION WEALTH PARTNERS, LLC150$17.2K0.01%013F-HRTimeline
Financial Perspectives, Inc143$16.5K0.01%013F-HRTimeline
Hughes Financial Services, LLC129$14.9K<0.01%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…129$14.1K0.01%+7713F-HRTimeline
Founders Financial Alliance, LLC120$13.8K<0.01%-1,44013F-HRTimeline
American Capital Advisory, LLC116$13.3K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC104$11.9K0.01%013F-HRTimeline
Lindbrook Capital, LLC100$11.5K<0.01%013F-HRTimeline
Rossby Financial, LCC84$9.54K<0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC74$8.5K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC71$8.16K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.65$7.47K<0.01%-1,64913F-HRTimeline
Financial Network Wealth Advisors LLC50$5.74K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…45$5.17K<0.01%013F-HRTimelineGroup
PayPay Securities Corp38$4.41K0.25%-313F-HRTimeline
Clarity Asset Management, Inc.38$4.36K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC36$4.13K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC25$2.87K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.22$2.53K<0.01%013F-HRTimeline
Continuum Advisory, LLC21$2.47K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14$1.61K<0.01%new13F-HRTimeline
Abound Wealth Management13$1.49K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9$1.03K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC5$577<0.01%013F-HRTimeline
IFP Advisors, Inc4$459<0.01%013F-HRTimeline
Keystone Global Partners, LLC1$114<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.