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Disclosery

SUSB ISHARES TR

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COM (fund)

349 managers (353 13F filers) reported a position in SUSB shares at 2026-06-30, 39,162,391 shares in all. 56 filers opened a position and 15 filers sold out during the quarter.

Managers
349
13F filers
353
New
56
Added
196
Reduced
45
Sold out
15
Shares held by filers
39,162,391

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Resonant Capital Advisors, LLC16,190$405K0.02%+5413F-HRTimeline
LifePlan Investment Advisors, Inc.16,176$404K0.14%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.16,162$404K0.1%new13F-HRTimeline
Clearstead Advisors, LLC16,154$404K<0.01%-102,69413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…15,687$392K0.04%new13F-HRTimeline
Cornerstone Financial Management LLC15,502$387K0.31%+1,55713F-HR/ATimeline
Goepper Burkhardt LLC15,294$382K0.11%+10013F-HRTimeline
AMARA FINANCIAL, LLC.15,276$382K0.23%-23613F-HRTimeline
Symmetry Partners, LLC15,211$380K0.02%+1,04213F-HRTimeline
VALLEY NATIONAL ADVISERS INC14,740$368K0.04%+10413F-HRTimeline
Gateway Wealth Partners, LLC14,651$366K0.02%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,592$365K<0.01%+6,00413F-HRTimelineGroup
RED REEF ADVISORS LLC14,370$359K0.33%+15113F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…14,231$356K0.25%013F-HRTimeline
Avantax Planning Partners, Inc.14,058$351K0.01%-13413F-HRTimeline
Carr Financial Group Corp13,942$348K0.08%new13F-HRTimeline
Sigma Planning Corp13,751$344K0.01%+38013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,725$343K0.01%+9,20213F-HRTimelineGroup
Veridan Wealth LLC13,627$341K0.12%+34313F-HRTimeline
Hoxton Planning & Management, LLC13,597$340K0.09%new13F-HRTimeline
EASTERN BANK13,253$331K0.01%013F-HRTimeline
Rehmann Capital Advisory Group13,128$328K0.02%+11113F-HRTimeline
NOTTINGHAM ADVISORS, INC.13,104$326K0.04%+53213F-HRTimeline
Signature Resources Capital Management,…12,962$324K0.13%-50613F-HRTimeline
Silver Oak Advisory Group, Inc.12,958$323K0.13%+1813F-HRTimeline
American Money Management, LLC12,734$318K0.05%+1,16913F-HRTimeline
Private Advisor Group, LLC12,493$312K<0.01%+3,34613F-HRTimeline
Institute for Wealth Management, LLC.12,478$312K0.03%+2,89013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,443$311K0.02%+2213F-HRTimeline
Financial Plan, Inc.12,305$308K0.03%013F-HRTimeline
True Link Financial Advisors, LLC12,211$305K0.02%013F-HR/ATimeline
WEALTH ALLIANCE, LLC11,954$299K0.02%new13F-HRTimeline
Western Wealth Management, LLC11,799$295K0.01%-38313F-HRTimeline
Oregon Pacific Wealth Management, LLC11,400$285K0.27%new13F-HRTimeline
LRI Investments, LLC11,268$282K0.02%013F-HRTimeline
Berger Financial Group, Inc11,155$279K0.01%+11313F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC11,141$278K0.2%013F-HRTimeline
Godfrey Financial Associates, Inc.11,079$277K0.21%+3013F-HRTimeline
Wealthfront Advisers LLC11,073$277K<0.01%+80813F-HRTimeline
Tribridge Partners Financial LLC11,021$273K0.11%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC10,913$273K0.11%+1,15313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,891$272K<0.01%-19,52613F-HRTimelineGroup
Waverly Advisors, LLC10,761$269K<0.01%-45713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,661$266K<0.01%+24713F-HRTimelineGroup
Wells Financial Advisors INC10,660$266K2.47%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,647$266K0.06%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC10,438$261K0.11%+6213F-HRTimeline
Napier Financial, LLC10,424$260K0.05%+36013F-HRTimeline
JB Capital LLC10,392$260K0.01%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,168$254K0.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,050$251K<0.01%+5,78013F-HRTimelineGroup
DORVAL Corp9,982$249K0.07%+313F-HRTimeline
WESBANCO BANK INC9,920$248K0.01%-39913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC9,861$246K0.07%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,787$245K0.04%013F-HRTimeline
PDS Planning, Inc9,800$245K0.01%+30913F-HRTimeline
SWEENEY & MICHEL, LLC9,808$244K0.06%+81813F-HRTimeline
4Thought Financial Group Inc.9,756$244K0.11%+22713F-HRTimeline
Cadia Private Client LLC9,693$242K0.17%+10713F-HRTimeline
Orion Capital Management LLC9,573$239K0.07%+11513F-HRTimeline
BayBridge Capital Group, LLC9,380$234K0.12%new13F-HRTimeline
AE Wealth Management LLC9,308$233K<0.01%+7,43913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,247$231K0.06%new13F-HRTimeline
MAI Capital Management9,054$226K<0.01%+7013F-HRTimeline
Seaside Wealth Management, Inc.9,040$226K0.06%+2013F-HRTimeline
Focus Financial Network, Inc.8,928$223K0.01%new13F-HRTimeline
Whitegate Investment Counselors, Inc.8,904$223K0.06%+17213F-HRTimeline
Affinity Capital Advisors, LLC8,858$221K0.03%-1,58613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…8,829$221K0.01%+1,00013F-HRTimeline
PFG Investments, LLC8,568$214K0.01%-11813F-HRTimeline
Bigelow Investment Advisors, LLC8,559$214K0.08%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,517$213K<0.01%new13F-HRTimelineGroup
Sensenig Capital Advisors, Inc8,433$211K0.19%013F-HRTimeline
Creative Capital Management Investments…8,420$210K0.05%+5,42913F-HRTimeline
First Pacific Financial8,409$210K0.03%+113F-HRTimeline
Kingsview Wealth Management, LLC8,293$207K<0.01%new13F-HRTimeline
CWC Advisors, LLC.8,251$206K0.09%+213F-HRTimeline
Arax Advisory Partners8,235$206K<0.01%+8,17113F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,199$205K<0.01%new13F-HRTimeline
Summit Financial, LLC8,145$204K<0.01%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,520$188K0.01%+54713F-HRTimelineGroup
Rossby Financial, LCC7,482$187K0.03%+1,52913F-HRTimeline
Cherry Tree Wealth Management, LLC7,298$182K0.03%013F-HRTimeline
PRIVATE TRUST CO NA7,260$181K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC6,979$174K0.05%+613F-HRTimeline
Front Row Advisors LLC6,840$170K0.05%+35013F-HRTimeline
Morton Brown Family Wealth, LLC6,551$164K0.04%+37413F-HRTimeline
Finley Financial, LLC6,150$154K0.06%013F-HRTimeline
American Capital Advisory, LLC5,890$147K0.05%013F-HRTimeline
MOTCO5,319$133K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4,885$122K0.02%13F-HRTimelineGroup
Cornerstone Planning Group LLC4,755$118K0.01%new13F-HRTimeline
Gould Capital, LLC4,666$117K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,589$115K<0.01%-113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,565$114K0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC4,418$110K0.08%-10013F-HRTimeline
Larson Financial Group LLC4,229$106K<0.01%-6,74713F-HRTimeline
Global Retirement Partners, LLC4,152$104K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,017$100K0.01%+3,79013F-HRTimelineGroup
Mascoma Wealth Management LLC4,002$100K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,845$96.1K<0.01%+2,19513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,783$94.5K<0.01%013F-HRTimelineGroup
SHP Wealth Management3,402$85K0.01%013F-HRTimeline
Armor Investment Advisors, LLC3,200$80K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,694$67.3K<0.01%+1,76813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,685$67.1K<0.01%+2,32913F-HRTimelineGroup
SOFI WEALTH, LLC2,609$65.2K<0.01%-1413F-HRTimeline
Gen-Wealth Partners Inc2,296$57.4K0.02%+2,21813F-HRTimeline
Fort Vancouver Investment Management, L…1,924$48.1K0.02%013F-HRTimeline
Millstone Evans Group, LLC1,678$41.9K0.02%013F-HRTimeline
Sachetta, LLC1,671$41.8K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC1,590$39.7K<0.01%013F-HRTimeline
Bangor Savings Bank1,580$39.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,456$36.4K0.01%+3113F-HRTimeline
Cape Investment Advisory, Inc.1,081$27K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.810$20.2K<0.01%+913F-HRTimeline
Triumph Capital Management799$20K<0.01%-2613F-HRTimeline
CVA Family Office, LLC781$19.5K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC758$18.9K<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC755$18.9K<0.01%+613F-HRTimeline
Oakmont Advisory Group, LLC709$17.7K0.01%new13F-HRTimeline
IFG Advisory, LLC647$16.2K<0.01%new13F-HRTimeline
DT Investment Partners, LLC600$15K<0.01%+813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/550$13.7K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC514$12.8K<0.01%new13F-HRTimeline
Mosley Wealth Management483$12.1K<0.01%+313F-HRTimeline
Your Advocates Ltd., LLP406$10.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.400$10K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC365$9K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC359$8.97K<0.01%+4113F-HRTimeline
Kilter Group LLC355$8.87K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC308$7.71K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management299$7.47K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV290$7.25K<0.01%+25213F-HRTimeline
CoreCap Advisors, LLC289$7.22K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.275$6.87K0.01%013F-HRTimeline
GW&K Investment Management, LLC256$6K<0.01%013F-HRTimeline
IFP Advisors, Inc225$5.62K<0.01%-1,22813F-HRTimeline
FMR LLCin group FMR LLC199$4.97K<0.01%+2813F-HRTimelineGroup
Coston, McIsaac & Partners180$4K<0.01%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…159$3.97K<0.01%-64113F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.140$3.5K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC123$3.07K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management116$3K<0.01%013F-HRTimeline
Brooklyn FI, LLC104$2.58K<0.01%new13F-HRTimeline
Key Capital Management, INC91$2.27K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS90$2.25K<0.01%013F-HRTimelineGroup
Community Bank, N.A.75$1.87K<0.01%013F-HRTimeline
Gleason Group, Inc.3$64<0.01%new13F-HRTimeline