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Disclosery

SUSB ISHARES TR

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COM (fund)

309 managers (312 13F filers) reported a position in SUSB shares at 2026-03-31, 30,065,957 shares in all. 22 filers opened a position and 13 filers sold out during the quarter.

Managers
309
13F filers
312
New
22
Added
142
Reduced
90
Sold out
13
Shares held by filers
30,065,957

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Larson Financial Group LLC10,976$275K0.01%-1,76913F-HRTimeline
One Wealth Advisors, LLC10,901$273K0.03%-6,62513F-HRTimeline
Wells Financial Advisors INC10,660$267K1.22%013F-HRTimeline
Affinity Capital Advisors, LLC10,444$262K0.04%-4713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,414$261K<0.01%new13F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC10,376$260K0.12%+11513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,372$260K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,411$260K<0.01%+5,06913F-HRTimelineGroup
WESBANCO BANK INC10,319$259K0.01%013F-HRTimeline
Wealthfront Advisers LLC10,265$257K<0.01%-66113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,168$255K0.02%013F-HRTimeline
Napier Financial, LLC10,064$252K0.06%-1,27813F-HRTimeline
DORVAL Corp9,979$250K0.08%+90513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,801$246K<0.01%new13F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC9,787$245K0.04%013F-HRTimeline
TWO SIGMA SECURITIES, LLC9,768$245K0.03%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC9,760$245K0.11%+29713F-HRTimeline
Institute for Wealth Management, LLC.9,588$240K0.03%-5,28313F-HRTimeline
Cadia Private Client LLC9,586$240K0.19%+7013F-HRTimeline
4Thought Financial Group Inc.9,529$239K0.12%+1913F-HRTimeline
PDS Planning, Inc9,491$238K0.02%+39313F-HRTimeline
Orion Capital Management LLC9,458$237K0.08%+55713F-HRTimeline
Private Advisor Group, LLC9,147$229K<0.01%-4,61913F-HRTimeline
Seaside Wealth Management, Inc.9,020$226K0.06%+8113F-HRTimeline
SWEENEY & MICHEL, LLC8,990$225K0.07%+6813F-HRTimeline
MAI Capital Management8,984$225K<0.01%+5813F-HRTimeline
Whitegate Investment Counselors, Inc.8,732$219K0.07%new13F-HRTimeline
PFG Investments, LLC8,686$218K0.01%-35913F-HRTimeline
Evergreen Private Wealth LLC8,597$215K0.09%+1,80913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,588$215K<0.01%013F-HRTimelineGroup
Bigelow Investment Advisors, LLC8,559$215K0.09%+26713F-HRTimeline
Sensenig Capital Advisors, Inc8,433$211K0.22%-4,66813F-HRTimeline
First Pacific Financial8,408$211K0.03%013F-HRTimeline
AdvisorNet Financial, Inc8,364$210K0.01%-2,73313F-HRTimeline
CWC Advisors, LLC.8,249$207K0.1%+213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…7,829$196K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC7,298$183K0.04%+1,18913F-HRTimeline
PRIVATE TRUST CO NA7,260$182K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,973$175K0.01%+27913F-HRTimelineGroup
VSM Wealth Advisory, LLC6,973$175K0.05%-913F-HRTimeline
Front Row Advisors LLC6,490$163K0.06%+40013F-HRTimeline
Arkos Global Advisors6,399$160K0.02%new13F-HRTimeline
Morton Brown Family Wealth, LLC6,177$155K0.04%+1,50213F-HRTimeline
Finley Financial, LLC6,150$154K0.07%013F-HRTimeline
Rossby Financial, LCC5,953$149K0.03%+3,32413F-HRTimeline
American Capital Advisory, LLC5,890$148K0.06%013F-HRTimeline
WFA of San Diego, LLC5,501$138K0.11%013F-HRTimeline
MOTCO5,319$133K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,022$126K<0.01%-1,04113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,885$122K0.02%013F-HRTimelineGroup
Gould Capital, LLC4,666$117K0.07%+1,60913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,590$115K<0.01%013F-HRTimelineGroup
BLUELINE ADVISORS LLC4,518$113K0.09%-1,09113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,523$113K<0.01%+1,05613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,270$107K<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC4,002$100K0.02%-25613F-HRTimeline
GeoWealth Management, LLC3,787$94.9K<0.01%new13F-HRTimeline
RMG Wealth Management LLC3,796$94.8K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,783$94.8K<0.01%013F-HRTimelineGroup
SHP Wealth Management3,402$85.3K0.01%013F-HRTimeline
Armor Investment Advisors, LLC3,200$80.2K0.03%013F-HRTimeline
Creative Capital Management Investments…2,991$75K0.02%013F-HRTimeline
SOFI WEALTH, LLC2,623$65.7K<0.01%+90113F-HRTimeline
Fort Vancouver Investment Management, L…1,924$48.2K0.02%013F-HRTimeline
AE Wealth Management LLC1,869$46.8K<0.01%-8913F-HRTimeline
Millstone Evans Group, LLC1,678$42.1K0.03%013F-HRTimeline
Sachetta, LLC1,671$41.9K0.02%-7313F-HRTimeline
Ashton Thomas Private Wealth, LLC1,650$41.4K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC1,590$39.9K<0.01%013F-HRTimeline
Bangor Savings Bank1,580$39.6K<0.01%-10013F-HRTimeline
IFP Advisors, Inc1,453$36.4K<0.01%-13713F-HRTimeline
AMERIFLEX GROUP, INC.1,425$35.7K0.02%-6013F-HRTimeline
Clarity Asset Management, Inc.1,079$27.1K0.01%-3,96513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,000$25.1K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…926$23.2K<0.01%-78213F-HRTimelineGroup
Triumph Capital Management825$20.7K<0.01%+13113F-HRTimeline
Physician Wealth Advisors, Inc.801$20.1K<0.01%+613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…800$20.1K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC781$19.6K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC749$18.8K<0.01%013F-HRTimeline
WealthShield Partners, LLC594$14.9K<0.01%-16013F-HRTimeline
DT Investment Partners, LLC592$14.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/550$13.8K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC488$12.2K<0.01%new13F-HRTimeline
Mosley Wealth Management480$12.1K0.01%new13F-HRTimeline
Your Advocates Ltd., LLP406$10.2K<0.01%-13513F-HRTimeline
Geneos Wealth Management Inc.400$10K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC365$9K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.356$8.92K<0.01%-25313F-HRTimelineGroup
Tradewinds Capital Management, LLC318$7.97K<0.01%+5013F-HRTimeline
Smartleaf Asset Management LLC308$7.7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management299$7.49K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC289$7.24K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.275$6.89K0.01%013F-HRTimeline
GW&K Investment Management, LLC256$6K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…227$5.7K<0.01%-12813F-HRTimelineGroup
FMR LLCin group FMR LLC171$4.29K<0.01%-2213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.166$4.16K<0.01%+14113F-HRTimelineGroup
Coston, McIsaac & Partners178$4K<0.01%+113F-HRTimeline
Root Financial Partners, LLC132$3.31K<0.01%-16913F-HRTimeline
Tanglewood Legacy Advisors, LLC123$3.08K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management116$3K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS90$2.26K<0.01%-10013F-HRTimelineGroup
Gen-Wealth Partners Inc78$1.96K<0.01%-9913F-HRTimeline
Community Bank, N.A.75$1.88K<0.01%013F-HRTimeline
Arax Advisory Partners64$1.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38$952<0.01%-1013F-HRTimeline
Capital Investment Advisory Services, L…15$376<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$50<0.01%013F-HRTimelineGroup