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Disclosery

SUSA ISHARES TR

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ESG OPTIMIZED (fund)

Filings received so far for Q3 2026: 51 13F filers report a position in SUSA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Shira Ridge Wealth Management284,219$44.2M15.38%-3,87713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…79,608$12.6M0.02%+71513F-HRTimeline
BigSur Wealth Management LLC32,000$4.98M1.18%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP30,483$4.75M0.33%-3313F-HRTimelineGroup
BAILARD, INC.23,610$3.68M0.07%+60913F-HRTimeline
SAX WEALTH ADVISORS, LLC19,031$2.96M0.08%-1,21413F-HRTimeline
GoalVest Advisory LLC15,387$2.4M0.41%-5313F-HRTimeline
Apella Capital, LLC14,616$2.32M0.03%+7,34513F-HRTimeline
Trust Co12,506$1.95M0.17%+64913F-HRTimeline
New Covenant Trust Company, N.A.12,129$1.89M1.31%-1613F-HRTimeline
Bigelow Investment Advisors, LLC10,022$1.56M0.56%+2413F-HRTimeline
Farther Finance Advisors, LLC10,017$1.56M0.01%+4,49613F-HRTimeline
Hofer & Associates. Inc8,581$1.34M0.93%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,952$1.24M0.08%+39413F-HRTimeline
Coastline Trust Co7,381$1.15M0.11%-32613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Connecticut Wealth Management, LLC6,219$968K0.04%+1213F-HRTimeline
Bank of New Hampshire5,790$901K0.19%013F-HRTimeline
Mechanics Bank Trust Department5,400$841K0.11%013F-HRTimeline
Capital Investment Counsel, LLC5,355$834K0.1%-64513F-HRTimeline
TriaGen Wealth Management LLC4,732$737K0.18%-1013F-HRTimeline
Nautilus Advisors LLC4,200$654K0.4%-2,00013F-HRTimeline
TruNorth Capital Management, LLC4,066$633K0.1%013F-HRTimeline
Heartwood Wealth Advisors LLC3,830$596K0.05%013F-HRTimeline
Weaver Consulting Group3,682$573K0.11%013F-HRTimeline
Asempa Wealth Advisors3,660$572K0.45%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,301$514K0.04%+2913F-HRTimeline
Sound Stewardship, LLC3,226$502K0.2%013F-HRTimeline
Financial Planning Hawaii, Inc.2,803$436K0.24%013F-HRTimeline
Catherine Avery Investment Management L…2,493$388K0.33%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,464$384K<0.01%-2513F-HRTimeline
Ulland Investment Advisors, LLC2,430$378K0.27%-17513F-HRTimeline
Acropolis Investment Management, LLC2,407$375K0.02%013F-HRTimeline
Grove Bank & Trust2,328$362K0.04%013F-HRTimeline
Focus Financial Network, Inc.2,100$327K0.01%-3213F-HRTimeline
Pathway Financial Advisors LLC2,031$316K0.03%+16213F-HRTimeline
Dynamic Advisor Solutions LLC2,022$315K0.01%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,999$311K0.04%+113F-HRTimeline
Parkshore Wealth Management, Inc.1,688$263K0.07%013F-HRTimeline
DAVENPORT & Co LLC1,634$254K<0.01%-14013F-HRTimeline
Bath Savings Trust Co1,500$234K0.02%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC981$153K0.06%013F-HRTimeline
GAMMA Investing LLC954$149K0.01%+7013F-HRTimeline
Investors Research Corp646$101K0.02%-29413F-HRTimeline
ADIRONDACK TRUST CO549$85.5K0.03%013F-HRTimeline
CoreCap Advisors, LLC478$74.4K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.350$54.5K<0.01%013F-HRTimelineGroup
CX Institutional233$36K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.190$29.6K<0.01%-7213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$23.4K0.01%013F-HRTimeline
Downshift Financial, LLC60$9.34K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC33$5.14K<0.01%013F-HRTimeline