Skip to content
Disclosery

SUSB ISHARES TR

Follow

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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,067,790$75.8M0.01%+345,31713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,852,469$70.5M+455,381Timeline
MORGAN STANLEYin group MORGAN STANLEY1,105,710$27.3M<0.01%+8,54013F-HR/ATimelineGroup
LPL Financial LLC874,432$21.6M0.01%+206,05213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA800,880$19.8M<0.01%+73,21413F-HRTimelineGroup
Acorns Advisers, LLC680,709$16.8M0.16%+41,92513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC634,217$15.7M0.02%+40,42113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN603,971$14.9M<0.01%+100,06013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC579,540$14.3M<0.01%+31,72713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp569,483$14.1M<0.01%+10,14513F-HRTimelineGroup
Modera Wealth Management, LLC498,478$12.3M0.15%+1,05913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO489,084$12.1M<0.01%+96,74713F-HRTimelineGroup
Wealthspire Advisors, LLC467,656$11.6M0.11%-450,27213F-HRTimeline
UBS Group AGin group UBS Group AG461,901$11.4M<0.01%-20,25013F-HRTimelineGroup
Essential Planning, LLC.446,935$11.1M0.07%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.429,568$10.6M0.02%+4,11813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC411,317$10.2M0.08%+11,16713F-HRTimelineGroup
Allworth Financial LP401,443$9.94M0.05%+39,99713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO378,584$9.35M0.17%+1,30713F-HRTimeline
EP Wealth Advisors, LLC373,250$9.22M0.08%+28,24613F-HRTimeline
Francis Financial, Inc.362,771$8.96M2.28%-1,38313F-HRTimeline
EASTERN BANK341,906$8.45M0.16%-1,19113F-HRTimeline
Destination Wealth Management334,971$8.27M0.26%+9,32713F-HRTimeline
Milestone Investment Advisors LLC313,906$7.75M2.11%+6,95113F-HRTimeline
Perigon Wealth Management, LLC305,936$7.57M0.19%+33,15013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC300,924$7.43M0.34%+60,33913F-HRTimelineGroup
Financial Engines Advisors L.L.C.294,925$7.28M0.02%+102,84513F-HRTimeline
Integris Wealth Management, LLC279,322$6.9M1.95%+17,14713F-HRTimeline
Elser Financial Planning, Inc264,543$6.53M0.48%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/261,755$6.47M<0.01%+37,30613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.235,271$5.81M0.01%+6,38213F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC224,184$5.54M0.24%-19,40613F-HRTimeline
CWM, LLCin group CWM, LLC223,375$5.52M0.02%-30,74813F-HRTimelineGroup
Apella Capital, LLC220,041$5.44M0.21%+17,16513F-HRTimeline
LFA - Lugano Financial Advisors SA217,722$5.38M3.52%013F-HRTimeline
Impact Investors, Inc191,591$4.73M3.67%13F-HRTimeline
Fisher Asset Management, LLC189,038$4.67M<0.01%+20,02913F-HRTimeline
Wescott Financial Advisory Group, LLC187,438$4.63M0.48%+5,63913F-HRTimeline
Cetera Investment Advisers182,648$4.51M0.01%+21,87313F-HRTimeline
MATHER GROUP, LLC.177,211$4.38M0.06%+20,57113F-HRTimeline
HARBOUR INVESTMENTS, INC.169,508$4.19M0.12%+4,47113F-HRTimeline
Arlington Financial Advisors, LLC168,831$4.17M0.83%+5,69613F-HRTimeline
Colorado Capital Management, Inc.162,494$4.01M1.94%+22,45013F-HRTimeline
Bear Mountain Capital, Inc.156,411$3.87M1.51%+8,51513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…153,715$3.8M0.01%+100,80913F-HR/ATimeline
SEEDS INVESTOR LLC153,715$3.8M1.08%+3,27913F-HRTimeline
Kondo Wealth Advisors, Inc.150,609$3.72M1.89%13F-HRTimeline
Plancorp, LLC147,281$3.64M0.15%013F-HRTimeline
Klaas Financial Asset Advisors, LLC141,037$3.48M0.61%+29,39113F-HRTimeline
Northland Capital Management LLC136,281$3.37M2.5%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…129,886$3.21M0.01%+8,19413F-HRTimelineGroup
Charter Oak Capital Management, LLC123,466$3.05M0.28%+2,69613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co122,016$3.01M0.04%-12,43713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP115,605$2.86M<0.01%-20,92513F-HRTimelineGroup
IMPACTfolio, LLC114,793$2.84M1.47%+4,45313F-HRTimeline
Clarity Wealth Development LLC113,644$2.82M3.07%13F-HRTimeline
Stanich Group LLC113,437$2.8M2.09%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC112,335$2.77M0.03%+13,11113F-HRTimelineGroup
Brio Consultants, LLC106,798$2.64M0.41%+10,59213F-HRTimeline
One Wealth Advisors, LLC100,079$2.47M0.37%+42,99213F-HRTimeline
CGN Advisors LLC99,046$2.45M0.24%+7,22513F-HRTimeline
MML INVESTORS SERVICES, LLC97,113$2.4M0.01%+16,30813F-HRTimeline
Cambridge Investment Research Advisors,…94,200$2.33M0.01%+10,76113F-HRTimeline
Accredited Investors Inc.93,480$2.31M0.14%+20,13613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC92,114$2.28M0.53%+2,02513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.89,364$2.21M0.02%+9,64813F-HRTimelineGroup
PAYDEN & RYGEL88,579$2.19M0.19%013F-HRTimeline
Parkside Advisors LLC87,389$2.16M0.51%+18,50713F-HRTimeline
Flagstone Financial Management85,880$2.12M0.7%+8,32913F-HRTimeline
Empirical Financial Services, LLC d.b.a…85,810$2.12M0.06%+5,17713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management82,389$2.04M0.03%+2,35013F-HRTimelineGroup
HighTower Advisors, LLC81,698$2.02M<0.01%+4,56913F-HRTimeline
REGATTA CAPITAL GROUP, LLC79,680$1.97M0.38%+3,79013F-HRTimeline
Strategic Point Investment Advisors, LLC78,940$1.95M0.32%+1,77013F-HRTimeline
FLOW TRADERS U.S. LLC78,207$1.93M0.08%-38,62713F-HRTimeline
Advisory Services Network, LLC77,331$1.91M0.04%+19,13313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding76,031$1.88M+59,584Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC75,465$1.86M0.03%+6,15413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…74,703$1.85M0.18%+2,10313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…74,688$1.84M0.02%+7,27113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,318$1.81M<0.01%+5,02513F-HRTimelineGroup
Ethic Inc.71,816$1.77M0.04%013F-HRTimeline
Abacus Wealth Partners, LLC71,816$1.77M0.26%013F-HRTimeline
Plum Street Advisors, LLC68,201$1.68M0.83%-8,26713F-HRTimeline
Fortis Capital Management LLC67,969$1.68M0.31%+99113F-HRTimeline
Omega Financial Group, LLC67,268$1.66M0.63%-2,49513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC66,945$1.65M0.09%-1,50113F-HR/ATimeline
Better Money Decisions, LLC65,054$1.61M1.11%-3,61313F-HRTimeline
Atria Wealth Solutions, Inc.63,303$1.56M0.02%+2,13913F-HRTimeline
One Capital Management, LLC62,936$1.55M0.05%+1,10113F-HRTimeline
PrairieView Partners, LLC61,234$1.51M0.16%+4,26913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,952$1.51M<0.01%-15,77713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC60,463$1.49M<0.01%+13,95513F-HRTimelineGroup
NewEdge Advisors, LLC59,772$1.48M0.01%+29,74713F-HRTimeline
Cardinal Point Capital Management ULC57,633$1.42M0.23%+5,05013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC56,133$1.39M0.04%+2,82213F-HRTimeline
OneDigital Investment Advisors LLC52,737$1.3M0.02%+24,31413F-HRTimeline
Sequoia Financial Advisors, LLC51,678$1.28M0.01%-12,70213F-HR/ATimeline
Fort Point Capital Partners LLC50,265$1.24M0.14%-6,18313F-HRTimeline
STALEY CAPITAL ADVISERS INC50,000$1.24M0.05%-5,00013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…48,994$1.21M0.28%-67713F-HRTimeline
SageView Advisory Group, LLC48,149$1.19M0.05%+45413F-HRTimeline
Willow Creek Wealth Management Inc.45,591$1.13M0.11%+1,98913F-HRTimeline
Schneider Downs Wealth Management Advis…43,899$1.08M0.2%-12,79513F-HRTimeline
DAVENPORT & Co LLC43,115$1.06M0.01%+5,83613F-HRTimeline
JNBA Financial Advisors42,645$1.05M0.11%-1,31013F-HRTimeline
Valeo Financial Advisors, LLC42,483$1.05M0.03%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.42,330$1.05M0.07%-83613F-HRTimelineGroup
Summit Wealth Group, LLC41,879$1.03M0.3%-19,04913F-HRTimeline
BLAIR WILLIAM & CO/IL41,657$1.03M<0.01%+37913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,291$995K<0.01%13F-HR/ATimelineGroup
J.Safra Asset Management Corp39,506$976K0.08%013F-HRTimeline
Opal Wealth Advisors, LLC39,505$976K0.29%+3,82113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding39,385$973K-958Timeline
Horst & Graben Wealth Management LLC38,276$945K0.17%+11,28913F-HRTimeline
Level Financial Advisors37,255$920K0.34%+8,06413F-HRTimeline
UMB Bank, n.a.36,448$900K0.01%-15,26113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cresset Asset Management, LLC36,196$894K<0.01%new13F-HRTimeline
CENTRAL TRUST Co34,351$848K0.02%-30013F-HRTimeline
Pine Haven Investment Counsel, Inc33,742$833K0.68%+3,32513F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC33,475$827K0.02%+1,89013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources33,430$826K<0.01%-23,60513F-HRTimelineGroup
iA Global Asset Management Inc.32,600$805K0.01%-4,60013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…32,500$803K0.04%+70013F-HRTimeline
ALBION FINANCIAL GROUP /UT31,290$773K0.05%+33013F-HRTimeline
Aprio Wealth Management, LLC30,834$762K0.11%+44513F-HRTimeline
Legacy Edge Advisors, LLC29,934$739K0.12%+10,42913F-HRTimeline
Sharkey, Howes & Javer29,183$721K0.1%+5,90513F-HRTimeline
Clarity Asset Management, Inc.28,782$711K0.46%+3,24813F-HRTimeline
Westfuller Advisors, LLC27,993$691K0.44%+15113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,281$674K<0.01%+37213F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.27,092$669K0.04%+2,29913F-HRTimeline
Hardy Reed LLC26,457$653K0.06%+5,03713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich23,560$642K<0.01%+1,62813F-HRTimeline
VERITY Wealth Advisors25,716$635K0.46%013F-HRTimeline
One Day In July LLC25,655$634K0.07%-4013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp24,545$606K0.06%013F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC24,345$601K0.05%-16013F-HRTimeline
Aptus Capital Advisors, LLC23,615$583K0.01%+22,47413F-HRTimeline
Larson Financial Group LLC23,500$580K0.03%+1,29813F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC23,161$572K0.13%+2,81613F-HRTimeline
Mariner, LLCin group Mariner, LLC22,576$558K<0.01%+61413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC21,886$541K0.01%013F-HRTimeline
LexAurum Advisors, LLC21,873$540K0.11%+1,16913F-HRTimeline
Avantax Planning Partners, Inc.21,657$535K0.02%013F-HRTimeline
Ally Invest Advisors Inc.21,598$533K0.05%+2,86513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,489$506K0.09%+24713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,471$506K-3,354Timeline
CX Institutional20,433$505K0.02%+7,22113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC20,015$494K0.02%+2,96213F-HRTimeline
Diversified Enterprises, LLC19,850$490K0.05%+4,68913F-HRTimeline
Johnson Bixby & Associates, LLC19,637$485K0.07%-75613F-HRTimeline
Janney Montgomery Scott LLC19,534$482K<0.01%+1,62513F-HRTimeline
SigFig Wealth Management, LLC19,470$481K0.02%+9,58013F-HRTimeline
Tradition Wealth Management, LLC18,866$466K0.04%-1,88813F-HRTimeline
BIRCHBROOK, INC.18,662$461K0.26%-85513F-HRTimeline
Avidian Wealth Enterprises, LLC18,552$458K0.02%+5,20713F-HRTimeline
Investor's Fiduciary Advisor Network, L…18,436$455K0.17%13F-HRTimeline
Exchange Bank18,333$453K0.36%013F-HRTimeline
Shotwell Rutter Baer Inc18,375$452K0.38%+38013F-HRTimeline
Keener Financial Planning LLC18,328$452K0.27%+17,99213F-HRTimeline
Veridan Wealth LLC18,004$445K0.21%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,611$434K0.02%+4,00113F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/17,500$432K0.09%+1,16513F-HRTimeline
Goepper Burkhardt LLC17,500$432K0.18%+1,00013F-HRTimeline
Midwest Capital Advisors, LLC17,118$423K0.31%13F-HRTimeline
HEADINVEST, LLC16,994$420K0.08%+2,30013F-HRTimeline
WHITTIER TRUST CO16,811$415K0.01%013F-HRTimeline
Private Wealth Management Group, LLC16,787$415K0.16%+2013F-HRTimeline
Financial Advocates Investment Manageme…16,303$403K0.02%+79713F-HRTimeline
Continuum Advisory, LLC16,286$402K0.05%+37713F-HRTimeline
Affinity Capital Advisors, LLC16,278$402K0.08%-21,51813F-HRTimeline
Joel Adams & Associates, Inc.16,258$402K0.36%13F-HRTimeline
RFG Advisory, LLC15,977$395K0.01%-7,11013F-HRTimeline
Private Advisor Group, LLC15,921$393K<0.01%-3313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC15,429$381K0.18%013F-HRTimeline
Creative Capital Management Investments…15,166$375K0.16%013F-HRTimeline
TRUEFG, LLC15,150$374K0.12%+25613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.15,088$373K<0.01%-2,17213F-HRTimeline
Symmetry Partners, LLC14,614$361K0.05%new13F-HRTimeline
Resonant Capital Advisors, LLC14,586$360K0.03%+8813F-HRTimeline
Marshall Financial Group, LLC14,383$355K0.09%-72313F-HRTimeline
NOTTINGHAM ADVISORS, INC.14,313$354K0.04%-1,88113F-HRTimeline
Rehmann Capital Advisory Group14,234$352K0.02%-4,82313F-HRTimeline
Davis Wealth Advisors, LLC14,205$351K0.39%13F-HRTimeline
Orion Porfolio Solutions, LLC14,139$349K<0.01%+1,23913F-HRTimeline
Orion Portfolio Solutions, LLC14,139$349K<0.01%+1,23913F-HRTimeline
Steward Partners Investment Advisory, L…13,982$345K<0.01%+3,76413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,899$343K<0.01%+1413F-HRTimeline
World Investment Advisors13,480$333K0.01%+77713F-HRTimeline
Central Pacific Bank - Trust Division13,134$324K0.04%+2,12313F-HRTimeline
Buckingham Capital Management, Inc.13,110$324K0.04%+11013F-HRTimeline
TOWNSQUARE CAPITAL LLC12,694$314K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC12,448$307K0.08%-24013F-HRTimeline
RHS Financial, LLC12,261$303K0.16%+3,49313F-HRTimeline
Traveka Wealth, LLC11,908$294K0.16%new13F-HRTimeline
Sigma Planning Corp11,863$293K0.01%+20413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…11,683$289K0.02%+85513F-HRTimeline
Litman Gregory Wealth Management LLC11,606$287K0.02%-10,55413F-HRTimeline
Cherry Tree Wealth Management, LLC11,292$279K0.07%-1,80413F-HRTimeline