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Disclosery

SUSB ISHARES TR

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COM (fund)

292 managers (295 13F filers) reported a position in SUSB shares at 2025-06-30, 26,626,537 shares in all. 10 filers opened a position and 16 filers sold out during the quarter.

Managers
292
13F filers
295
New
10
Added
125
Reduced
106
Sold out
16
Shares held by filers
26,626,537

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GRAND WEALTH MANAGEMENT, LLC9,810$247K0.13%-8613F-HRTimeline
AMARA FINANCIAL, LLC.9,667$243K0.21%+1,33213F-HRTimeline
Compound Planning, Inc.9,565$241K0.01%+72513F-HRTimeline
LRI Investments, LLC9,326$235K0.02%013F-HRTimeline
DORVAL Corp9,074$228K0.08%+5513F-HRTimeline
PFG Investments, LLC8,988$226K0.01%-1,92013F-HRTimeline
AdvisorNet Financial, Inc8,970$226K0.01%+5,71713F-HRTimeline
4Thought Financial Group Inc.8,957$225K0.12%+513F-HRTimeline
Mascoma Wealth Management LLC8,941$225K0.05%-1,70413F-HRTimeline
WESBANCO BANK INC8,908$224K0.01%013F-HRTimeline
Orion Capital Management LLC8,901$224K0.09%-1613F-HRTimeline
MAI Capital Management8,870$223K<0.01%-6613F-HRTimeline
PDS Planning, Inc8,669$218K0.02%-15513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC8,659$218K0.12%new13F-HRTimeline
Atria Wealth Solutions, Inc.8,681$217K<0.01%-40513F-HRTimeline
Equita Financial Network, Inc.8,558$215K0.09%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,545$215K<0.01%-1,96813F-HRTimelineGroup
SWEENEY & MICHEL, LLC8,522$213K0.08%-3213F-HRTimeline
CWC Advisors, LLC.8,238$207K0.11%-813F-HRTimeline
First Pacific Financial8,224$207K0.03%+8913F-HRTimeline
Creative Planningin group Creative Planning8,136$205K<0.01%-3,32913F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,105$204K<0.01%-26013F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC8,013$202K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC7,374$186K0.01%-2,06513F-HRTimeline
PRIVATE TRUST CO NA7,260$183K0.02%013F-HRTimeline
Evergreen Private Wealth LLC7,026$177K0.07%+51613F-HRTimeline
Armor Investment Advisors, LLC6,913$174K0.07%013F-HRTimeline
HM PAYSON & CO6,400$161K<0.01%013F-HRTimeline
Finley Financial, LLC6,150$155K0.08%013F-HRTimeline
Steward Partners Investment Advisory, L…5,929$149K<0.01%-25013F-HRTimeline
American Capital Advisory, LLC5,890$148K0.07%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,577$140K0.01%+66413F-HRTimelineGroup
WFA of San Diego, LLC5,501$138K0.1%13F-HRTimeline
Front Row Advisors LLC5,315$134K0.05%013F-HRTimeline
Farther Finance Advisors, LLC5,260$132K<0.01%+1,28313F-HRTimeline
Clarity Asset Management, Inc.4,951$125K0.07%-6813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4,916$124K0.02%13F-HRTimelineGroup
MOTCO4,408$111K0.01%+1,05613F-HRTimeline
Morton Brown Family Wealth, LLC4,288$108K0.03%+18513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,283$108K<0.01%013F-HRTimelineGroup
Running Point Capital Advisors, LLC4,078$103K0.03%013F-HRTimeline
Parkworth Wealth Management, Inc.3,980$100K0.07%+4313F-HRTimeline
VSM Wealth Advisory, LLC3,918$98.6K0.03%+34913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,640$91.6K<0.01%-22,12113F-HRTimelineGroup
AE Wealth Management LLC3,357$84.5K<0.01%-113F-HRTimeline
Clearstead Trust, LLC3,144$79.1K0.01%new13F-HRTimeline
AllSquare Wealth Management LLC3,080$77.5K0.04%013F-HRTimeline
Creative Capital Management Investments…2,991$75.3K0.03%-12,17513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,953$74.3K<0.01%013F-HRTimelineGroup
Gould Capital, LLC2,907$73.2K0.05%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,341$58.9K<0.01%+28713F-HRTimelineGroup
Fort Vancouver Investment Management, L…1,758$44.2K0.03%+6413F-HRTimeline
Sachetta, LLC1,744$43.9K0.02%013F-HRTimeline
Bangor Savings Bank1,680$42.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,536$38.7K<0.01%-14213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,470$37K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,448$36.4K0.02%+1613F-HRTimeline
SOFI WEALTH, LLC1,139$28.7K<0.01%+52113F-HRTimeline
Cape Investment Advisory, Inc.1,081$27.2K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,000$25.2K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…974$24.5K<0.01%-413F-HRTimelineGroup
DT Investment Partners, LLC910$22.9K<0.01%+9113F-HRTimeline
Transce3nd, LLC900$22.7K0.01%-2913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.832$20.9K<0.01%-20913F-HRTimelineGroup
WealthShield Partners, LLC799$20.1K<0.01%013F-HRTimeline
CVA Family Office, LLC781$19.7K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.775$19.5K<0.01%+913F-HRTimeline
GPS Wealth Strategies Group, LLC677$17K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC535$13K<0.01%-13213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC501$12.6K<0.01%+7613F-HRTimelineGroup
Global Retirement Partners, LLC486$12.2K<0.01%13F-HRTimeline
Your Advocates Ltd., LLP471$11.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.400$10.1K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC308$7.74K<0.01%+29413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management299$7.53K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC289$7.27K<0.01%-8313F-HRTimeline
Gen-Wealth Partners Inc289$7.27K<0.01%-6613F-HRTimeline
Tradewinds Capital Management, LLC227$5.71K<0.01%+2413F-HRTimeline
IFP Advisors, Inc218$5.47K<0.01%-48913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$5.03K<0.01%013F-HR/ATimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC167$4.21K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.166$4.18K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners172$4K<0.01%+113F-HRTimeline
Tanglewood Legacy Advisors, LLC123$3.1K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management116$3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC90$2.26K<0.01%+1713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS88$2.21K<0.01%+8013F-HRTimelineGroup
Community Bank, N.A.75$1.89K<0.01%013F-HRTimeline
Arax Advisory Partners64$1.61K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC41$1K<0.01%013F-HRTimeline
Scarborough Advisors, LLC19$478<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.