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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,218,242$80.4M0.02%+150,45213F-HR/ATimelineGroup
LPL Financial LLC1,084,783$27.1M0.01%+210,35113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY994,264$24.8M<0.01%-111,44613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA928,791$23.2M0.01%+127,91113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding837,281$20.9M-2,015,188Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC751,242$18.8M0.01%+171,70213F-HRTimelineGroup
Acorns Advisers, LLC684,397$17.1M0.16%+3,68813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC660,028$16.5M0.02%+25,81113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp588,734$14.7M<0.01%+19,25113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN503,311$12.6M<0.01%-100,66013F-HRTimelineGroup
Modera Wealth Management, LLC498,663$12.5M0.17%+18513F-HRTimeline
Wealthspire Advisors, LLC470,232$11.8M0.07%+2,57613F-HRTimeline
UBS Group AGin group UBS Group AG450,300$11.3M<0.01%-11,60113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC429,327$10.7M0.09%+18,01013F-HR/ATimelineGroup
Allworth Financial LP421,278$10.5M0.06%+19,83513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.416,332$10.4M0.02%-13,23613F-HRTimelineGroup
Francis Financial, Inc.403,423$10.1M2.45%+40,65213F-HRTimeline
Perigon Wealth Management, LLC383,453$9.58M0.25%+77,51713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO383,109$9.57M0.18%+4,52513F-HRTimeline
Mariner, LLCin group Mariner, LLC381,406$9.53M0.02%+358,83013F-HRTimelineGroup
EP Wealth Advisors, LLC372,647$9.31M0.07%-60313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC345,998$8.65M0.41%+45,07413F-HRTimelineGroup
Destination Wealth Management333,853$8.34M0.26%-1,11813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO328,560$8.21M<0.01%-160,52413F-HRTimelineGroup
Milestone Investment Advisors LLC328,540$8.21M2.28%+14,63413F-HRTimeline
Financial Engines Advisors L.L.C.304,339$7.61M0.02%+9,41413F-HRTimeline
Integris Wealth Management, LLC281,579$7.04M2.01%+2,25713F-HRTimeline
Impact Investors, Inc270,385$6.76M5.26%+78,79413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/261,264$6.53M<0.01%-49113F-HRTimelineGroup
LFA - Lugano Financial Advisors SA238,952$5.97M4.06%+21,23013F-HRTimeline
Apella Capital, LLC219,793$5.45M0.19%-24813F-HRTimeline
Fisher Asset Management, LLC217,216$5.43M<0.01%+28,17813F-HRTimeline
Northland Capital Management LLC201,544$5.04M3.41%+65,26313F-HRTimeline
Wescott Financial Advisory Group, LLC196,706$4.92M0.51%+9,26813F-HRTimeline
Colorado Capital Management, Inc.189,603$4.74M2.21%+27,10913F-HRTimeline
MATHER GROUP, LLC.185,369$4.63M0.05%+8,15813F-HRTimeline
HARBOUR INVESTMENTS, INC.173,909$4.35M0.12%+4,40113F-HRTimeline
Arlington Financial Advisors, LLC170,864$4.27M0.75%+2,03313F-HRTimeline
SEEDS INVESTOR LLC163,512$4.09M1.15%+9,79713F-HRTimeline
Dynamic Advisor Solutions LLC151,847$3.79M0.13%-72,33713F-HRTimeline
Bear Mountain Capital, Inc.149,667$3.75M1.45%-6,74413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP148,933$3.72M0.01%+33,32813F-HRTimelineGroup
Plancorp, LLC147,281$3.68M0.15%013F-HRTimeline
Accredited Investors Inc.145,273$3.63M0.23%+51,79313F-HRTimeline
Klaas Financial Asset Advisors, LLC140,885$3.52M0.61%-15213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC139,062$3.48M0.79%+46,94813F-HRTimeline
Kondo Wealth Advisors, Inc.133,310$3.33M1.64%-17,29913F-HRTimeline
Fortis Capital Management LLC129,780$3.24M0.63%+61,81113F-HRTimeline
Charter Oak Capital Management, LLC129,665$3.24M0.3%+6,19913F-HRTimeline
IMPACTfolio, LLC128,294$3.21M1.68%+13,50113F-HRTimeline
Stanich Group LLC127,799$3.19M2.36%+14,36213F-HRTimeline
One Capital Management, LLC118,851$2.97M0.1%+55,91513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co118,083$2.95M0.04%-3,93313F-HRTimelineGroup
Advisory Services Network, LLC116,636$2.91M0.06%+39,30513F-HRTimeline
Brio Consultants, LLC115,386$2.88M0.45%+8,58813F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…114,858$2.87M0.01%-38,85713F-HRTimeline
EASTERN BANK114,302$2.86M0.06%-227,60413F-HRTimeline
Clarity Wealth Development LLC113,938$2.86M3.19%+29413F-HRTimeline
CWM, LLCin group CWM, LLC107,943$2.7M0.01%-115,43213F-HRTimelineGroup
HighTower Advisors, LLC102,045$2.55M<0.01%+20,34713F-HRTimeline
CGN Advisors LLC98,805$2.47M0.24%-24113F-HRTimeline
Cetera Investment Advisers91,859$2.3M<0.01%-90,78913F-HRTimeline
Parkside Advisors LLC88,668$2.22M0.53%+1,27913F-HRTimeline
PAYDEN & RYGEL88,579$2.21M0.19%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…82,058$2.04M<0.01%-47,82813F-HR/ATimelineGroup
REGATTA CAPITAL GROUP, LLC81,573$2.04M0.39%+1,89313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,706$1.99M<0.01%+6,38813F-HRTimelineGroup
Strategic Point Investment Advisors, LLC79,660$1.99M0.33%+72013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management79,553$1.99M0.03%-2,83613F-HRTimelineGroup
Flagstone Financial Management79,530$1.99M0.64%-6,35013F-HRTimeline
Empirical Financial Services, LLC d.b.a…78,879$1.97M0.05%-6,93113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding77,691$1.94M+1,660Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,450$1.94M<0.01%-157,82113F-HRTimelineGroup
Abacus Wealth Partners, LLC77,391$1.93M0.29%+5,57513F-HRTimeline
Ethic Inc.77,391$1.93M0.04%+5,57513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC76,916$1.92M0.03%+1,45113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…75,382$1.88M0.19%+67913F-HRTimelineGroup
Cambridge Investment Research Advisors,…73,290$1.83M0.01%-20,91013F-HRTimeline
Omega Financial Group, LLC72,475$1.81M0.7%+5,20713F-HRTimeline
Better Money Decisions, LLC67,397$1.68M1.12%+2,34313F-HRTimeline
PrairieView Partners, LLC60,710$1.52M0.16%-52413F-HRTimeline
Clarius Group, LLC58,242$1.46M0.09%+48,91013F-HRTimeline
J.Safra Asset Management Corp57,549$1.44M0.12%+18,04313F-HR/ATimeline
Plum Street Advisors, LLC56,063$1.4M0.67%-12,13813F-HRTimeline
Cardinal Point Capital Management ULC54,448$1.36M0.13%-3,18513F-HRTimeline
NewEdge Advisors, LLC53,656$1.34M0.01%-6,11613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,143$1.33M0.01%-21,54513F-HRTimelineGroup
UMB Bank, n.a.50,062$1.25M0.02%+13,61413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STALEY CAPITAL ADVISERS INC50,000$1.25M0.06%013F-HRTimeline
Fort Point Capital Partners LLC49,923$1.25M0.14%-34213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,841$1.25M0.01%-39,52313F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…49,880$1.24M0.27%+88613F-HRTimeline
Sequoia Financial Advisors, LLC48,586$1.21M0.01%-3,09213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48,540$1.21M0.03%-7,59313F-HRTimeline
Valeo Financial Advisors, LLC47,700$1.19M0.03%+5,21713F-HRTimeline
ALBION FINANCIAL GROUP /UT45,600$1.14M0.08%+14,31013F-HRTimeline
Willow Creek Wealth Management Inc.45,067$1.13M0.11%-52413F-HRTimeline
DAVENPORT & Co LLC43,575$1.09M0.01%+46013F-HRTimeline
Summit Wealth Group, LLC42,949$1.07M0.31%+1,07013F-HRTimeline
Schneider Downs Wealth Management Advis…42,694$1.07M0.19%-1,20513F-HRTimeline
Opal Wealth Advisors, LLC42,432$1.06M0.33%+2,92713F-HRTimeline
BLAIR WILLIAM & CO/IL41,859$1.05M<0.01%+20213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,328$1.03M<0.01%new13F-HRTimeline
Cresset Asset Management, LLC40,742$1.02M0.01%+4,54613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,698$1.02M<0.01%+40713F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding40,163$1M+778Timeline
ASSETMARK, INCin group ASSETMARK, INC39,749$993K<0.01%-20,71413F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.37,537$938K0.07%-4,79313F-HRTimelineGroup
Level Financial Advisors36,980$924K0.31%-27513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,702$917K<0.01%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC36,150$903K0.14%+6,21613F-HRTimeline
JNBA Financial Advisors35,616$890K0.09%-7,02913F-HRTimeline
CENTRAL TRUST Co34,214$855K0.02%-13713F-HRTimeline
CX Institutional33,816$845K0.03%+13,38313F-HRTimeline
MML INVESTORS SERVICES, LLC33,815$845K<0.01%-63,29813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources33,674$842K<0.01%+24413F-HRTimelineGroup
Pine Haven Investment Counsel, Inc33,042$826K0.69%-70013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…32,600$815K0.04%+10013F-HRTimeline
BIRCHBROOK, INC.31,695$792K0.45%+13,03313F-HRTimeline
Aprio Wealth Management, LLC31,420$785K0.1%+58613F-HRTimeline
SageView Advisory Group, LLC31,107$777K0.03%-17,04213F-HRTimeline
eCIO, Inc.29,853$746K0.25%13F-HRTimeline
iA Global Asset Management Inc.29,000$725K0.01%-3,60013F-HRTimeline
Hardy Reed LLC28,272$707K0.06%+1,81513F-HRTimeline
Westfuller Advisors, LLC28,148$703K0.47%+15513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,530$688K<0.01%-33,42213F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,329$683K<0.01%+4813F-HRTimelineGroup
VERITY Wealth Advisors26,322$658K0.49%+60613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich26,000$650K<0.01%+2,44013F-HR/ATimeline
One Wealth Advisors, LLC25,853$646K0.1%-74,22613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,761$644K<0.01%+22,12113F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC25,400$635K0.06%+1,05513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp24,545$613K0.07%013F-HRTimelineGroup
VestGen Advisors, LLC24,385$609K0.03%13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC23,670$592K0.13%+50913F-HRTimeline
One Day In July LLC23,639$591K0.06%-2,01613F-HRTimeline
Aptus Capital Advisors, LLC23,288$582K0.01%-32713F-HRTimeline
Johnson Bixby & Associates, LLC22,409$560K0.08%+2,77213F-HRTimeline
Avantax Planning Partners, Inc.22,096$552K0.02%+43913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,886$547K0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC21,861$546K0.02%+1,84613F-HRTimeline
Ally Invest Advisors Inc.21,348$533K0.05%-25013F-HRTimeline
Exchange Bank20,837$521K0.42%+2,50413F-HRTimeline
Parallel Advisors, LLC20,828$520K0.01%+20,65113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/20,700$517K0.11%+3,20013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,521$513K0.09%+3213F-HRTimeline
WHITTIER TRUST CO20,261$506K0.01%+3,45013F-HRTimeline
Keener Financial Planning LLC20,048$501K0.33%+1,72013F-HRTimeline
Shotwell Rutter Baer Inc19,690$491K0.43%+1,31513F-HRTimeline
Larson Financial Group LLC19,011$475K0.02%-4,48913F-HRTimeline
Avidian Wealth Enterprises, LLC18,687$467K0.02%+13513F-HRTimeline
Private Wealth Management Group, LLC18,222$455K0.17%+1,43513F-HRTimeline
HEADINVEST, LLC17,994$450K0.09%+1,00013F-HRTimeline
Investor's Fiduciary Advisor Network, L…17,859$446K0.21%-57713F-HRTimeline
Traveka Wealth, LLC17,806$445K0.25%+5,89813F-HRTimeline
LexAurum Advisors, LLC17,715$443K0.08%-4,15813F-HRTimeline
Private Advisor Group, LLC17,507$437K<0.01%+1,58613F-HRTimeline
Midwest Capital Advisors, LLC17,136$428K0.26%+1813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding17,111$428K-3,360Timeline
Diversified Enterprises, LLC16,661$416K0.04%-3,18913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,564$415K0.03%-1,04713F-HRTimelineGroup
Goepper Burkhardt LLC16,500$412K0.16%-1,00013F-HRTimeline
HRT FINANCIAL LP16,456$411K<0.01%new13F-HRTimeline
Tradition Wealth Management, LLC16,249$406K0.04%-2,61713F-HRTimeline
CW Advisors, LLC15,980$399K<0.01%new13F-HRTimeline
Joel Adams & Associates, Inc.15,587$390K0.35%-67113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC15,429$386K0.18%013F-HRTimeline
Continuum Advisory, LLC15,209$380K0.05%-1,07713F-HRTimeline
Creative Capital Management Investments…15,166$379K0.15%013F-HRTimeline
TRUEFG, LLC15,028$376K0.12%-12213F-HRTimeline
Integrated Wealth Concepts LLC14,842$371K<0.01%+4,93113F-HRTimeline
Symmetry Partners, LLC14,614$365K0.05%013F-HRTimeline
Resonant Capital Advisors, LLC14,586$365K0.03%013F-HRTimeline
Rehmann Capital Advisory Group14,318$358K0.02%+8413F-HRTimeline
Marshall Financial Group, LLC14,244$356K0.08%-13913F-HRTimeline
Waverly Advisors, LLC14,050$351K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC14,013$350K<0.01%-38,72413F-HRTimeline
Veridan Wealth LLC13,479$337K0.15%-4,52513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,222$330K<0.01%-67713F-HRTimeline
Central Pacific Bank - Trust Division13,134$328K0.05%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.12,947$324K0.05%-1,36613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,654$316K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.12,508$313K0.04%+1,65913F-HRTimeline
Silver Oak Advisory Group, Inc.12,502$312K0.17%+1,29613F-HRTimeline
McGinn Penninger Investment Management,…12,467$312K0.2%new13F-HRTimeline
Sigma Planning Corp12,380$309K0.01%+51713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,358$309K<0.01%new13F-HRTimelineGroup
Mason & Associates Inc12,174$304K0.08%new13F-HRTimeline
RHS Financial, LLC12,051$301K0.17%-21013F-HRTimeline
Litman Gregory Wealth Management LLC11,606$290K0.02%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,578$289K<0.01%-3,51013F-HRTimeline
US FINANCIAL ADVISORS, LLC11,546$289K0.09%+1,21813F-HRTimeline
Creative Planningin group Creative Planning11,465$287K<0.01%+3,27913F-HRTimelineGroup
May Hill Capital, LLC11,410$285K0.11%new13F-HRTimeline
SGL Investment Advisors, Inc.11,418$284K0.15%new13F-HRTimeline
DOHJ, LLC11,332$283K0.06%new13F-HRTimeline
Cherry Tree Wealth Management, LLC11,292$282K0.07%013F-HRTimeline
Berger Financial Group, Inc11,076$277K0.02%+83013F-HRTimeline
Signature Resources Capital Management,…11,066$277K0.24%+2,14913F-HRTimeline
PFG Investments, LLC10,908$273K0.02%+8313F-HRTimeline