Skip to content
Disclosery

SUSA ISHARES TR

Follow

ESG OPTIMIZED (fund)

515 managers (520 13F filers) reported a position in SUSA shares at 2026-03-31, 16,222,842 shares in all. 19 filers opened a position and 34 filers sold out during the quarter.

Managers
515
13F filers
520
New
19
Added
155
Reduced
188
Sold out
34
Shares held by filers
16,222,842

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MJP ASSOCIATES INC /ADV1,691$223K0.03%+313F-HRTimeline
Parkshore Wealth Management, Inc.1,688$223K0.07%-1313F-HRTimeline
EVOKE WEALTH, LLC1,685$223K<0.01%013F-HRTimeline
LexAurum Advisors, LLC1,683$222K0.03%13F-HRTimeline
Empowered Funds, LLC1,680$222K<0.01%new13F-HR/ATimeline
Perennial Investment Advisors, LLC1,671$221K0.02%+213F-HRTimeline
Boothe Investment Group, Inc.1,626$215K0.07%-14113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,620$214K0.01%-3713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,606$212K0.04%013F-HRTimeline
BOSTON FAMILY OFFICE LLC1,600$211K0.01%013F-HRTimeline
McKinley Carter Wealth Services, Inc.1,575$208K0.01%+113F-HRTimeline
Harbour Trust & Investment Management Co1,564$207K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.1,561$206K0.17%+313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,551$205K0.03%-5013F-HRTimeline
Montis Financial, LLC1,551$205K0.04%013F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.1,590$204K0.18%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,544$204K<0.01%-4413F-HRTimelineGroup
SBI Securities Co., Ltd.1,517$200K0.01%+3513F-HRTimeline
LFA - Lugano Financial Advisors SA1,343$177K0.09%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,305$172K0.01%013F-HRTimelineGroup
Longview Financial Advisors LLC1,304$172K0.09%013F-HRTimeline
Golden State Wealth Management, LLC1,100$145K0.02%-2513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,055$139K0.01%+21213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,025$135K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO1,000$134K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,005$133K<0.01%-1,07113F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC1,000$132K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC978$129K0.06%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding967$128K0Timeline
Investors Research Corp918$121K0.02%+10113F-HRTimeline
GAMMA Investing LLC884$117K0.01%+15013F-HRTimeline
Glen Eagle Advisors, LLC860$114K0.02%-10513F-HRTimeline
HOWE & RUSLING INC850$112K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC844$111K0.03%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp832$110K<0.01%013F-HRTimelineGroup
Caldwell Trust Co800$106K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…780$103K0.01%-1913F-HRTimeline
Financial Connections Group, Inc.773$102K0.04%-57713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC781$99K0.04%-39613F-HRTimeline
Crewe Advisors LLC744$98.3K0.01%013F-HRTimeline
Millstone Evans Group, LLC731$96.6K0.06%013F-HRTimeline
Prestige Wealth Management Group LLC698$92.2K0.02%-1013F-HRTimeline
JDM Financial Group LLC696$91.9K0.04%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors650$85.9K0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC648$85.5K0.02%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC635$83.9K<0.01%+3213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.600$79.3K0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC564$74K0.01%013F-HRTimeline
Smartleaf Asset Management LLC574$73.8K<0.01%-2,52513F-HRTimeline
ADIRONDACK TRUST CO549$72.5K0.02%-18013F-HRTimeline
Clean Yield Group539$71.2K0.02%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC526$69.5K<0.01%new13F-HRTimeline
Rossmore Private Capital509$67.2K0.01%013F-HRTimeline
Westend Capital Management, LLC503$66.4K0.02%013F-HRTimeline
Parallel Advisors, LLC500$66K<0.01%+7613F-HR/ATimeline
AE Wealth Management LLC492$65K<0.01%-12,98713F-HRTimeline
CoreCap Advisors, LLC478$63.1K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc471$62.2K0.01%-98813F-HRTimeline
PRIVATE TRUST CO NA457$60.4K0.01%013F-HRTimeline
Dunhill Financial, LLC437$57.8K0.01%-66613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC431$56.9K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management (…428$56.5K0.02%+36813F-HRTimeline
Front Row Advisors LLC423$55.9K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.390$51.5K0.02%013F-HRTimeline
Blue Trust, Inc.387$51.1K<0.01%+113F-HRTimeline
Basepoint Wealth LLC379$50K0.03%+213F-HRTimeline
Qube Research & Technologies Ltd356$47K<0.01%-22013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.350$46.2K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.347$46K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coston, McIsaac & Partners336$44K0.01%+113F-HRTimeline
Root Financial Partners, LLC331$43.7K<0.01%+3113F-HRTimeline
Align Financial, LLC314$41.5K0.02%-43,44013F-HRTimeline
Wealth Enhancement Trust Services, Inc.275$36.3K<0.01%-22513F-HRTimeline
Armor Investment Advisors, LLC258$34.1K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.250$33K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC246$32.5K0.01%new13F-HRTimeline
CX Institutional233$31K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.220$29K<0.01%+113F-HRTimeline
Collier Financial197$26K0.02%+113F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…190$25.1K<0.01%013F-HRTimeline
Financial Life Planners186$24.5K0.02%new13F-HRTimeline
Larson Financial Group LLC183$24.1K<0.01%+113F-HRTimeline
Triumph Capital Management166$21.9K<0.01%013F-HRTimeline
Heritage Wealth Advisors165$21.8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$19.8K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC145$19.2K<0.01%013F-HRTimeline
Financial Perspectives, Inc145$19.1K0.01%013F-HRTimeline
Integrity Financial Corp /WA142$18.8K0.01%-11313F-HRTimeline
Hughes Financial Services, LLC129$17K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC120$15.9K<0.01%013F-HRTimeline
American Capital Advisory, LLC112$14.8K0.01%-1013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…111$14.8K<0.01%+413F-HRTimeline
Tanglewood Legacy Advisors, LLC104$13.7K<0.01%013F-HRTimeline
Bollard Group LLC96$13K<0.01%new13F-HRTimeline
Rossby Financial, LCC84$11.2K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC81$10.7K0.01%+1713F-HRTimeline
Sunbelt Securities, Inc.77$10.2K<0.01%013F-HRTimeline
SHP Wealth Management74$9.84K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC74$9.78K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.61$8.06K<0.01%-36913F-HRTimeline
AdvisorNet Financial, Inc46$6.02K<0.01%-11913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…40$5.28K<0.01%new13F-HR/ATimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC40$5.28K<0.01%013F-HRTimelineGroup
Clarity Asset Management, Inc.38$5.06K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC33$4.35K<0.01%013F-HR/ATimeline
PayPay Securities Corp29$4.11K0.14%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC25$3.3K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15$1.98K<0.01%013F-HRTimeline
Abound Wealth Management13$1.72K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…11$1.45K<0.01%-2313F-HRTimelineGroup
Biltmore Family Office, LLC10$1.32K<0.01%013F-HRTimeline
Realta Investment Advisors4$528<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC2$264<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$122<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …0$42<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.