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Disclosery

SUSB ISHARES TR

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COM (fund)

298 managers (301 13F filers) reported a position in SUSB shares at 2025-03-31, 27,181,770 shares in all. 26 filers opened a position and 37 filers sold out during the quarter.

Managers
298
13F filers
301
New
26
Added
130
Reduced
97
Sold out
37
Shares held by filers
27,181,770

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
Affinity Capital Advisors, LLC10,849$268K0.05%-5,42913F-HRTimeline
Wells Financial Advisors INC10,660$266K0.37%013F-HRTimeline
Mascoma Wealth Management LLC10,645$266K0.07%-1,80313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,513$263K<0.01%-101,82213F-HRTimelineGroup
Western Wealth Management, LLC10,390$260K0.02%+1,56413F-HRTimeline
NorthCoast Asset Management LLC10,375$259K<0.01%-3313F-HR/ATimeline
Betterment LLC10,253$256K<0.01%-5613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,168$254K0.02%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,955$249K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC9,896$247K0.14%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,861$246K0.04%+8113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,736$243K0.02%new13F-HR/ATimeline
GeoWealth Management, LLC9,439$236K0.01%-66313F-HRTimeline
LRI Investments, LLC9,326$233K0.02%new13F-HRTimeline
Atria Wealth Solutions, Inc.9,086$227K<0.01%-54,21713F-HRTimeline
DORVAL Corp9,019$225K0.09%-18013F-HRTimeline
4Thought Financial Group Inc.8,952$224K0.14%-20913F-HRTimeline
MAI Capital Management8,936$223K<0.01%-413F-HRTimeline
Orion Capital Management LLC8,917$223K0.09%-86613F-HRTimeline
WESBANCO BANK INC8,908$223K0.01%013F-HRTimeline
Compound Planning, Inc.8,840$221K0.01%new13F-HRTimeline
PDS Planning, Inc8,824$221K0.02%+6413F-HRTimeline
Prime Capital Investment Advisors, LLC8,673$217K<0.01%new13F-HRTimeline
SWEENEY & MICHEL, LLC8,554$211K0.09%13F-HRTimeline
Orion Porfolio Solutions, LLC8,365$209K<0.01%-5,77413F-HRTimeline
Orion Portfolio Solutions, LLC8,365$209K<0.01%-5,77413F-HR/ATimeline
AMARA FINANCIAL, LLC.8,335$208K0.19%new13F-HRTimeline
&PARTNERS8,255$206K<0.01%-1,02013F-HRTimeline
CWC Advisors, LLC.8,246$206K0.12%+4513F-HRTimeline
First Pacific Financial8,135$203K0.04%+5913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,013$200K<0.01%new13F-HRTimelineGroup
COMERICA BANK7,612$190K<0.01%-1,90013F-HRTimeline
PRIVATE TRUST CO NA7,260$181K0.02%013F-HRTimeline
Armor Investment Advisors, LLC6,913$173K0.07%013F-HRTimeline
Evergreen Private Wealth LLC6,510$163K0.08%-2613F-HRTimeline
HM PAYSON & CO6,400$160K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…6,179$154K<0.01%-7,80313F-HRTimeline
Finley Financial, LLC6,150$154K0.09%013F-HRTimeline
American Capital Advisory, LLC5,890$147K0.08%013F-HRTimeline
Front Row Advisors LLC5,315$133K0.05%013F-HRTimeline
Clarity Asset Management, Inc.5,019$125K0.08%-23,76313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,913$123K0.01%+73113F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,885$122K0.03%13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,283$107K<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC4,103$103K0.03%+6613F-HRTimeline
Running Point Capital Advisors, LLC4,078$102K0.03%+11213F-HRTimeline
Farther Finance Advisors, LLC3,977$99.2K<0.01%+1,55913F-HRTimeline
Parkworth Wealth Management, Inc.3,937$98.4K0.08%+2813F-HRTimeline
VSM Wealth Advisory, LLC3,569$89.2K0.03%+34113F-HRTimeline
AE Wealth Management LLC3,358$83.9K<0.01%-1,39613F-HRTimeline
MOTCO3,352$83.8K0.01%+1,49013F-HRTimeline
AdvisorNet Financial, Inc3,253$81.3K0.01%+11013F-HRTimeline
AllSquare Wealth Management LLC3,080$77K0.05%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,953$73.8K<0.01%013F-HRTimelineGroup
Gould Capital, LLC2,907$72.6K0.05%+24813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,379$59.5K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,054$51.3K<0.01%+1,32913F-HR/ATimelineGroup
Sachetta, LLC1,744$43.6K0.02%-1,96113F-HRTimeline
Fort Vancouver Investment Management, L…1,694$42.3K0.03%+7313F-HRTimeline
Bangor Savings Bank1,680$42K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,678$41.9K<0.01%-3913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,470$36.3K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,432$35.8K0.01%+1013F-HRTimeline
FSC Wealth Advisors, LLC1,169$29.2K0.02%new13F-HRTimeline
Cape Investment Advisory, Inc.1,081$27K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,041$26K<0.01%-1,07613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,000$25K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…978$24.5K<0.01%-5,12813F-HRTimelineGroup
Transce3nd, LLC929$23.2K0.01%-51213F-HRTimeline
DT Investment Partners, LLC819$20.5K<0.01%+5113F-HRTimeline
WealthShield Partners, LLC799$20K<0.01%013F-HRTimeline
CVA Family Office, LLC781$19.5K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.766$19.2K<0.01%+513F-HRTimeline
IFP Advisors, Inc707$17.7K<0.01%+51713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC667$17K<0.01%-98913F-HRTimelineGroup
GPS Wealth Strategies Group, LLC677$16.9K<0.01%013F-HRTimeline
SOFI WEALTH, LLC618$15.5K<0.01%+56413F-HRTimeline
Your Advocates Ltd., LLP471$11.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC425$10.5K<0.01%013F-HRTimelineGroup
Redwood Park Advisors LLC398$9.95K0.01%013F-HRTimeline
CoreCap Advisors, LLC372$9.3K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc355$8.87K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management299$7.47K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC203$5.07K<0.01%+1113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$5K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.166$4.15K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners171$4K<0.01%+213F-HRTimeline
Tanglewood Legacy Advisors, LLC123$3.07K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management116$3K<0.01%013F-HRTimeline
Rossby Financial, LCC95$2.38K<0.01%new13F-HRTimeline
Community Bank, N.A.75$1.87K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC73$1.83K<0.01%-4113F-HRTimelineGroup
Decker Retirement Planning Inc.69$1.72K<0.01%013F-HRTimeline
Arax Advisory Partners64$1.6K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC41$1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC14$349<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8$200<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-11,68313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.