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Disclosery

SUSB ISHARES TR

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COM (fund)

311 managers (315 13F filers) reported a position in SUSB shares at 2024-12-31, 29,738,518 shares in all. 26 filers opened a position and 16 filers sold out during the quarter.

Managers
311
13F filers
315
New
26
Added
167
Reduced
58
Sold out
16
Shares held by filers
29,738,518

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Silver Oak Advisory Group, Inc.11,206$276K0.15%+2413F-HRTimeline
Sanctuary Advisors, LLC10,917$271K<0.01%-53213F-HRTimeline
Institute for Wealth Management, LLC.10,849$268K0.03%+2,17413F-HRTimeline
PFG Investments, LLC10,825$267K0.02%+15913F-HRTimeline
Wells Financial Advisors INC10,660$263K0.36%+1,29013F-HRTimeline
NorthCoast Asset Management LLC10,408$257K<0.01%-1,62813F-HR/ATimeline
Austin Private Wealth, LLC10,337$255K0.02%new13F-HRTimeline
US FINANCIAL ADVISORS, LLC10,328$255K0.08%+31513F-HRTimeline
Betterment LLC10,309$255K<0.01%+15413F-HRTimeline
Berger Financial Group, Inc10,246$253K0.02%+1,44313F-HRTimeline
Kelman-Lazarov, Inc.10,243$253K0.05%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,168$251K0.02%013F-HRTimeline
GeoWealth Management, LLC10,102$250K0.01%+8,20013F-HRTimeline
LifePlan Investment Advisors, Inc.10,071$249K0.15%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,955$246K0.01%+22513F-HRTimeline
Integrated Wealth Concepts LLC9,911$245K<0.01%+1,83413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC9,896$244K0.14%013F-HRTimeline
Orion Capital Management LLC9,783$242K0.11%+30813F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,780$241K0.04%+10013F-HRTimeline
COMERICA BANK9,512$235K<0.01%-21713F-HR/ATimeline
Clarius Group, LLC9,332$230K0.02%new13F-HRTimeline
&PARTNERS9,275$229K<0.01%+1813F-HRTimeline
DORVAL Corp9,199$227K0.09%new13F-HRTimeline
4Thought Financial Group Inc.9,161$226K0.14%+32113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC9,094$225K0.11%13F-HRTimeline
PFG Advisors9,005$222K0.01%-10313F-HRTimeline
MAI Capital Management8,940$221K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…8,917$220K0.2%+1,79113F-HRTimeline
WESBANCO BANK INC8,908$220K0.01%new13F-HRTimeline
Western Wealth Management, LLC8,826$218K0.01%-55813F-HR/ATimeline
PDS Planning, Inc8,760$216K0.02%+14413F-HRTimeline
Martel Wealth Advisors LLC8,267$204K0.04%+24313F-HRTimeline
MGO ONE SEVEN LLC8,238$203K0.01%new13F-HRTimeline
CWC Advisors, LLC.8,201$203K0.2%+12613F-HRTimeline
Creative Planningin group Creative Planning8,186$202K<0.01%new13F-HRTimelineGroup
First Pacific Financial8,076$199K0.05%+5413F-HRTimeline
PRIVATE TRUST CO NA7,260$179K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,995$173K0.01%+43613F-HRTimelineGroup
Armor Investment Advisors, LLC6,913$171K0.07%013F-HRTimeline
Evergreen Private Wealth LLC6,536$161K0.08%-1,07613F-HRTimeline
HM PAYSON & CO6,400$158K<0.01%013F-HRTimeline
Finley Financial, LLC6,150$152K0.08%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,106$151K<0.01%+21113F-HRTimelineGroup
American Capital Advisory, LLC5,890$145K0.08%013F-HRTimeline
Front Row Advisors LLC5,315$131K0.05%+80013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4,885$121K0.03%+9313F-HRTimelineGroup
AE Wealth Management LLC4,754$117K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,283$106K<0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC4,214$104K0.01%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,182$103K0.01%+2213F-HRTimelineGroup
Morton Brown Family Wealth, LLC4,037$99.7K0.03%+1,40713F-HRTimeline
Running Point Capital Advisors, LLC3,966$98K0.03%+26313F-HRTimeline
Parkworth Wealth Management, Inc.3,909$96.5K0.08%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,843$94.9K<0.01%013F-HR/ATimelineGroup
Sachetta, LLC3,705$91.5K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,640$89.9K<0.01%+20513F-HRTimelineGroup
VSM Wealth Advisory, LLC3,228$79.7K0.03%13F-HRTimeline
AdvisorNet Financial, Inc3,143$77.6K0.01%-13913F-HRTimeline
AllSquare Wealth Management LLC3,080$76.1K0.04%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,953$73.4K<0.01%013F-HRTimelineGroup
Gould Capital, LLC2,659$65.7K0.05%013F-HRTimeline
Farther Finance Advisors, LLC2,418$59.7K<0.01%+65713F-HRTimeline
HBC Financial Services, PLLC2,379$58K0.04%013F-HRTimeline
OARSMAN CAPITAL, INC.2,312$57.1K0.01%+26713F-HRTimeline
First Horizon Advisors, Inc.2,178$53.8K<0.01%+2513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,117$52.3K<0.01%+96013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,878$46.4K<0.01%+17913F-HRTimeline
MOTCO1,862$46K<0.01%+99813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,717$42.4K<0.01%+1,54613F-HRTimeline
Bangor Savings Bank1,680$41.5K<0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…1,621$40K0.03%+8013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,656$40K<0.01%+30013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,470$36.3K<0.01%013F-HRTimelineGroup
Transce3nd, LLC1,441$35.6K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.1,422$35.3K0.02%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,133$28K0.03%13F-HRTimeline
Cape Investment Advisory, Inc.1,081$26.7K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,000$24.7K<0.01%-4,00013F-HRTimelineGroup
WealthShield Partners, LLC799$19.7K<0.01%-1513F-HRTimeline
CVA Family Office, LLC781$19.3K<0.01%013F-HRTimeline
DT Investment Partners, LLC768$19K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.761$18.8K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP725$17.9K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC677$16.7K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP546$13.5K<0.01%-7913F-HRTimeline
Global Retirement Partners, LLC501$12.4K<0.01%-2413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC471$11.6K<0.01%new13F-HRTimeline
ORG Partners LLC471$11.6K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP471$11.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC425$10.5K<0.01%013F-HRTimelineGroup
Redwood Park Advisors LLC398$9.83K0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…383$9.46K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC372$9.19K<0.01%+23513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management299$7.38K<0.01%013F-HRTimelineGroup
WealthTrak Capital Management LLC291$7.19K0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$4.94K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC192$4.74K<0.01%+18813F-HRTimeline
IFP Advisors, Inc190$4.68K<0.01%new13F-HRTimeline
Parallel Advisors, LLC177$4.38K<0.01%+313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.166$4.1K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners169$4K<0.01%+213F-HRTimeline
Hanson & Doremus Investment Management116$3K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC114$2.82K<0.01%-4713F-HRTimelineGroup
Global Financial Private Client, LLC109$2.69K<0.01%+713F-HRTimeline
Atlatl Advisers LLC77$1.9K<0.01%13F-HRTimeline
Community Bank, N.A.75$1.85K<0.01%-27513F-HRTimeline
Decker Retirement Planning Inc.69$1.7K<0.01%13F-HRTimeline
SOFI WEALTH, LLC54$1.33K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC50$1.24K<0.01%-1,21513F-HRTimeline
Winthrop Capital Management, LLC41$1K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2$49<0.01%new13F-HRTimeline