Skip to content
Disclosery

SUSA ISHARES TR

Follow

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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,499,695$172M0.01%-111,56513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,485,617$171M0.02%-1,81213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,056,097$121M0.01%-88,48413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…997,373$115M0.06%-6,60613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.814,318$93.5M<0.01%+334,82813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC650,947$74.7M0.02%-134,69613F-HRTimelineGroup
SPINNAKER TRUST605,262$69.5M4.54%-18,32713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA572,801$65.8M0.01%-9,70213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG526,618$60.5M0.01%-26,15413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp516,050$59.3M0.22%-9,36513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP483,625$55.6M1.39%+22,22113F-HRTimeline
IMA Advisory Services, Inc.469,719$54M6.4%new13F-HRTimeline
Acorns Advisers, LLC382,178$43.9M0.42%+9,36413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN381,555$43.8M0.01%-4,20013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding326,394$37.5M+68,005Timeline
LPL Financial LLC302,566$34.8M0.01%-7,51213F-HRTimeline
Shira Ridge Wealth Management287,478$33M16.47%+23,82913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC211,505$24.3M0.03%+108,59413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC202,228$23.2M0.01%-165,79113F-HRTimelineGroup
Ellevest, Inc.200,854$23.1M1.54%-32,66013F-HRTimeline
Betterment LLC183,029$21M0.05%-2,34713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP182,778$21M0.03%+4,02413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC165,392$19M0.03%+3,30913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.146,190$16.8M0.03%-4,31113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV139,068$16M0.04%+81,03113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\136,272$15.7M0.02%-27,27613F-HRTimelineGroup
Money Design Co.,Ltd.132,929$15.3M0.76%+56,01013F-HRTimeline
Fund Evaluation Group, LLC128,645$14.8M0.64%-13,99913F-HRTimeline
World Investment Advisors105,136$12.1M0.31%-81,20013F-HRTimeline
Quent Capital, LLC97,468$11.2M1.17%+4,10613F-HRTimeline
Farrow Financial, Inc.96,320$11.1M7.44%-1,11713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,692$11M0.02%-5,52013F-HRTimeline
Stewardship Advisors, LLC94,943$10.9M2.95%-9,07013F-HRTimeline
HM PAYSON & CO89,291$10.3M0.18%+1,18213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…82,757$9.51M0.01%+55513F-HRTimelineGroup
HighTower Advisors, LLC78,499$9.02M0.01%-8,04113F-HRTimeline
Charter Oak Capital Management, LLC76,390$8.77M0.81%+92813F-HRTimeline
Advisory Services Network, LLC75,853$8.71M0.17%+8,86413F-HRTimeline
Corundum Group, Inc.66,292$7.61M3.65%+1413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP64,323$7.39M<0.01%-1313F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP60,347$6.93M0.05%-1,86913F-HRTimelineGroup
Accredited Investors Inc.59,733$6.86M0.43%-23513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…56,244$6.46M0.03%-3,93613F-HRTimelineGroup
NewEdge Advisors, LLC54,630$6.28M0.04%+3,30613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,539$6.04M0.01%-66,53913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/52,334$6.01M<0.01%+32513F-HRTimelineGroup
Cetera Investment Advisers51,858$5.96M0.01%-1,95213F-HRTimeline
D.A. DAVIDSON & CO.51,404$5.9M0.05%-2,68113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,448$5.79M0.01%+26,35013F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC49,864$5.73M1.52%-5,21313F-HRTimeline
Creative Planningin group Creative Planning49,054$5.63M0.01%-2,69813F-HRTimelineGroup
Cambridge Investment Research Advisors,…48,944$5.62M0.02%-1,70113F-HRTimeline
Janney Montgomery Scott LLC48,729$5.6M0.02%-82013F-HRTimeline
Permanens Capital L.P.48,641$5.59M1.01%+3,27213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP48,549$5.58M0.53%-50,62513F-HRTimelineGroup
LFA - Lugano Financial Advisors SA47,846$5.5M3.74%013F-HRTimeline
3EDGE Asset Management, LP47,087$5.41M0.37%-3,40113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC42,775$4.91M2.77%-1,12513F-HRTimeline
Glenview Trust Co42,500$4.88M0.09%+7,50013F-HR/ATimeline
MML INVESTORS SERVICES, LLC37,708$4.33M0.01%-8,82713F-HRTimeline
Garde Capital, Inc.37,617$4.32M0.25%+12013F-HRTimeline
Private Advisor Group, LLC36,272$4.17M0.03%-49313F-HRTimeline
Bear Mountain Capital, Inc.36,392$4.16M1.61%+71413F-HRTimeline
Robertson Stephens Wealth Management, L…34,429$3.95M0.15%-12,36013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,069$3.8M0.05%-2,28013F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/33,050$3.8M0.21%-3,86813F-HRTimeline
Olde Wealth Management, LLC32,984$3.79M1.34%-13613F-HRTimeline
Long Run Wealth Advisors, LLC32,144$3.69M0.84%+813F-HRTimeline
BigSur Wealth Management LLC32,000$3.68M1%013F-HRTimeline
OneDigital Investment Advisors LLC31,399$3.61M0.04%+3,18213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,895$3.55M<0.01%-90613F-HRTimelineGroup
SageView Advisory Group, LLC30,860$3.54M0.15%-14,79313F-HRTimeline
CRUX WEALTH ADVISORS30,647$3.52M1.83%-63913F-HRTimeline
Destination Wealth Management30,381$3.49M0.11%+57913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC30,084$3.46M0.11%+19413F-HRTimeline
eCIO, Inc.29,732$3.42M1.14%13F-HRTimeline
Pure Financial Advisors, LLC29,506$3.39M0.07%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,894$3.32M0.01%-5313F-HRTimelineGroup
Steward Partners Investment Advisory, L…28,630$3.29M0.03%-33,97113F-HRTimeline
Relyea Zuckerberg Hanson LLC28,233$3.24M0.44%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…27,064$3.11M0.5%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,584$2.92M<0.01%+10,25313F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,408$2.92M0.01%-4,53213F-HRTimelineGroup
CPC Advisors, LLC25,110$2.88M0.4%+1,24713F-HRTimeline
BAILARD, INC.24,350$2.8M0.07%-1,89713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,218$2.78M0.01%-7,54513F-HRTimelineGroup
Simmons Bankin group Simmons Bank24,081$2.77M0.21%013F-HRTimelineGroup
VERITY Wealth Advisors23,554$2.71M2.01%013F-HRTimeline
Shepherd Financial Partners LLC22,511$2.59M0.3%-4,47513F-HRTimeline
Asset Dedication, LLC22,489$2.58M0.21%+72013F-HRTimeline
HB Wealth Management, LLC22,319$2.56M0.02%+6,67813F-HRTimeline
Federation des caisses Desjardins du Qu…22,137$2.54M0.01%+70113F-HRTimeline
Composition Wealth, LLC21,979$2.52M0.05%-54813F-HRTimeline
CWM, LLCin group CWM, LLC21,667$2.49M0.01%+16913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC21,313$2.45M0.06%-7613F-HRTimeline
CGN Advisors LLC21,220$2.44M0.24%013F-HRTimeline
&PARTNERS21,293$2.43M0.03%+3,87413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,142$2.43M0.01%-1,46513F-HR/ATimelineGroup
Ledyard National Bank21,129$2.43M0.24%-37313F-HRTimeline
BLAIR WILLIAM & CO/IL21,007$2.41M0.01%-2,28913F-HRTimeline
Crestwood Advisors Group, LLC20,676$2.38M0.05%+9,68813F-HRTimeline
Allworth Financial LP20,872$2.35M0.01%-113F-HRTimeline
SAX WEALTH ADVISORS, LLC19,835$2.28M0.16%+11,41213F-HRTimeline
Cresset Asset Management, LLC19,703$2.26M0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC19,178$2.2M0.15%-36613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,280$2.1M0.01%-2013F-HRTimelineGroup
First Pacific Financial17,966$2.06M0.42%-1,58113F-HRTimeline
Aprio Wealth Management, LLC17,831$2.05M0.26%+1713F-HRTimeline
NorthRock Partners, LLC17,708$2.03M0.07%+18813F-HRTimeline
Colorado Capital Management, Inc.14,936$2.01M0.93%-1,17213F-HRTimeline
One Wealth Advisors, LLC17,379$2M0.3%+613F-HRTimeline
Fingerlakes Wealth Management, Inc.17,189$1.97M1.68%+68313F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC16,765$1.93M0.03%+9,40013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding16,604$1.91M-53Timeline
One Capital Management, LLC16,424$1.89M0.06%013F-HRTimeline
New Covenant Trust Company, N.A.16,283$1.86M1.96%-32513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,857$1.82M<0.01%-4,88013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,771$1.81M<0.01%+13,13513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA15,184$1.74M0.01%+2,41313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,069$1.73M<0.01%-32713F-HRTimelineGroup
Chicago Partners Investment Group LLC14,661$1.7M0.06%+24913F-HRTimeline
Litman Gregory Wealth Management LLC14,751$1.69M0.15%-31413F-HRTimeline
Milestone Investment Advisors LLC14,361$1.65M0.46%-57513F-HRTimeline
FSA WEALTH PARTNERS, INC.14,341$1.65M0.62%-8,33813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC14,298$1.64M0.06%-10313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,871$1.59M0.01%-8713F-HRTimeline
Sequoia Financial Advisors, LLC13,782$1.58M0.01%-68613F-HRTimeline
Trust Co13,543$1.56M0.18%+40913F-HRTimeline
Evercore Wealth Management, LLC13,512$1.55M0.02%013F-HRTimeline
Baker Avenue Asset Management, LP13,321$1.53M0.05%-1,38313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/13,308$1.53M0.32%-27513F-HRTimeline
SOA Wealth Advisors, LLC.13,085$1.5M0.31%-38,46913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,932$1.49M<0.01%-2,43313F-HRTimeline
Integrated Wealth Concepts LLC12,924$1.48M0.02%-49513F-HRTimeline
Winthrop Advisory Group LLC12,766$1.47M0.18%-54313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,745$1.46M<0.01%+34913F-HRTimelineGroup
Bigelow Investment Advisors, LLC12,532$1.44M0.68%-63413F-HRTimeline
Clearstead Advisors, LLC12,274$1.41M0.02%013F-HRTimeline
Avantax Planning Partners, Inc.12,240$1.41M0.05%013F-HRTimeline
Addison Advisors LLC12,227$1.4M0.38%-12013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,200$1.4M<0.01%-1,00013F-HRTimeline
Resonant Capital Advisors, LLC12,125$1.39M0.1%-9113F-HRTimeline
Bond & Devick Financial Network, Inc.11,873$1.36M0.49%-31713F-HRTimeline
Aptus Capital Advisors, LLC11,817$1.36M0.02%-413F-HRTimeline
Wescott Financial Advisory Group, LLC11,739$1.35M0.14%-13113F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC11,312$1.3M0.61%013F-HRTimeline
VestGen Advisors, LLC11,176$1.28M0.06%13F-HRTimeline
Snowden Capital Advisors LLC10,965$1.26M0.04%+2513F-HRTimeline
Mill Creek Capital Advisors, LLC10,619$1.22M0.03%+1813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,561$1.21M0.01%+1,76313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,510$1.21M0.05%-3013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,386$1.19M0.04%+3113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,075$1.16M<0.01%new13F-HR/ATimelineGroup
JOURNEY STRATEGIC WEALTH LLC10,006$1.15M0.04%+12313F-HRTimeline
FMR LLCin group FMR LLC9,978$1.15M<0.01%+4813F-HRTimelineGroup
CHOREO, LLC9,971$1.15M0.02%013F-HRTimeline
FLOW TRADERS U.S. LLC9,936$1.14M0.05%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich9,848$1.13M<0.01%+66613F-HR/ATimeline
Portland Global Advisors LLC9,780$1.12M0.14%-1,92013F-HRTimeline
Integrated Investment Consultants, LLC9,560$1.1M0.22%-23313F-HR/ATimeline
Members Trust Co9,537$1.1M0.04%+2,92013F-HRTimeline
Parkside Advisors LLC9,418$1.08M0.26%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,406$1.08M0.24%+613F-HRTimeline
WESBANCO BANK INC9,351$1.07M0.04%+15013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,249$1.06M0.01%+68213F-HRTimeline
Beacon Pointe Advisors, LLC9,205$1.06M0.01%+1,07813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,128$1.05M0.05%-16013F-HRTimeline
MGO ONE SEVEN LLC9,044$1.04M0.04%013F-HRTimeline
OBSIDIAN CIO, LLC8,992$1.03M0.17%-1,78313F-HRTimeline
Round Rock Advisors LLC8,927$1.03M0.19%+20313F-HRTimeline
Coastline Trust Co8,820$1.01M0.13%-17013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Abacus Planning Group, Inc.8,783$1.01M0.18%+213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC8,774$1.01M0.96%+1213F-HRTimeline
GoalVest Advisory LLC8,717$1M0.28%013F-HRTimeline
Farther Finance Advisors, LLC8,641$996K0.03%+7,96413F-HRTimeline
Sound Stewardship, LLC8,532$980K0.56%-1,68813F-HRTimeline
Haverford Trust Co8,480$974K0.01%013F-HRTimeline
PRENTISS SMITH & CO INC8,442$970K0.63%+50613F-HRTimeline
Destiny Capital Corp/CO8,352$959K0.65%+30213F-HRTimeline
Mutual Advisors, LLC8,395$954K0.03%-12713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC8,275$951K0.1%-6913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,128$934K<0.01%-67213F-HRTimelineGroup
McGinn Penninger Investment Management,…8,112$932K0.61%new13F-HRTimeline
Good Life Advisors, LLC8,089$929K0.07%-38913F-HRTimeline
Moment Partners, LLC8,047$924K0.18%-32213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC7,960$914K0.18%-41513F-HRTimeline
NEPC LLC7,924$910K0.03%+15313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,904$908K0.01%-3,99413F-HRTimelineGroup
Willow Creek Wealth Management Inc.7,679$882K0.09%013F-HRTimeline
FINANCIAL COUNSELORS INC7,660$880K0.01%+3713F-HRTimeline
Wealthspire Advisors, LLC7,606$874K0.01%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,594$872K0.02%013F-HRTimeline
Finley Financial, LLC7,610$871K0.49%013F-HRTimeline
Smart Portfolios, LLC7,513$863K0.94%+30113F-HRTimeline
WealthShield Partners, LLC7,320$841K0.11%-2613F-HRTimeline
Citrine Capital LLC7,250$833K0.52%013F-HRTimeline
Westside Investment Management, Inc.7,227$830K0.18%-79513F-HRTimeline
McClarren Financial Advisors, Inc.4,468$817K0.54%+12513F-HRTimeline
Zhang Financial LLC7,050$810K0.04%+113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,001$804K0.09%+1713F-HRTimeline