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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,085,549$77.7M0.01%-132,69313F-HRTimelineGroup
LPL Financial LLC1,117,604$28.1M0.01%+32,82113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY965,816$24.3M<0.01%-28,44813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA943,705$23.8M<0.01%+14,91413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC779,912$20.3M0.01%+28,67013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding740,157$18.6M-97,124Timeline
Acorns Advisers, LLC588,958$14.8M0.13%-95,43913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp544,185$13.7M<0.01%-44,54913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN513,122$12.9M<0.01%+9,81113F-HRTimelineGroup
Modera Wealth Management, LLC497,791$12.5M0.16%-87213F-HRTimeline
Wealthspire Advisors, LLC479,307$12.1M0.07%+9,07513F-HRTimeline
EP Wealth Advisors, LLC469,430$11.8M0.08%+96,78313F-HRTimeline
LFA - Lugano Financial Advisors SA457,113$11.4M6.77%+218,16113F-HRTimeline
UBS Group AGin group UBS Group AG448,189$11.3M<0.01%-2,11113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC445,745$11.2M0.08%+16,41813F-HR/ATimelineGroup
Allworth Financial LP430,701$10.8M0.05%+9,42313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.416,825$10.5M0.02%+49313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC400,115$10.1M0.01%-259,91313F-HRTimeline
Francis Financial, Inc.393,692$9.91M2.29%-9,73113F-HRTimeline
Perigon Wealth Management, LLC392,712$9.88M0.23%+9,25913F-HRTimeline
Mariner, LLCin group Mariner, LLC382,178$9.62M0.01%+77213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO372,356$9.37M<0.01%+43,79613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO370,847$9.33M0.16%-12,26213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC361,197$9.09M0.39%+15,19913F-HRTimelineGroup
Milestone Investment Advisors LLC356,898$8.98M2.34%+28,35813F-HRTimeline
Destination Wealth Management341,472$8.59M0.25%+7,61913F-HRTimeline
Impact Investors, Inc300,236$7.56M5.34%+29,85113F-HRTimeline
Financial Engines Advisors L.L.C.281,233$7.08M0.01%-23,10613F-HRTimeline
Integris Wealth Management, LLC267,597$6.74M1.76%-13,98213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/265,393$6.68M<0.01%+4,12913F-HRTimelineGroup
IMPACTfolio, LLC233,048$5.87M2.78%+104,75413F-HRTimeline
Fisher Asset Management, LLC226,945$5.71M<0.01%+9,72913F-HRTimeline
Apella Capital, LLC226,647$5.67M0.15%+6,85413F-HRTimeline
Wescott Financial Advisory Group, LLC204,568$5.15M0.49%+7,86213F-HRTimeline
Colorado Capital Management, Inc.203,488$5.12M2.19%+13,88513F-HRTimeline
Northland Capital Management LLC185,722$4.67M2.88%-15,82213F-HRTimeline
HARBOUR INVESTMENTS, INC.177,521$4.47M0.11%+3,61213F-HRTimeline
Arlington Financial Advisors, LLC163,051$4.1M0.67%-7,81313F-HRTimeline
Accredited Investors Inc.162,491$4.09M0.24%+17,21813F-HRTimeline
Bear Mountain Capital, Inc.156,788$3.93M1.41%+7,12113F-HRTimeline
SEEDS INVESTOR LLC155,199$3.91M0.92%-8,31313F-HRTimeline
MATHER GROUP, LLC.154,483$3.89M0.04%-30,88613F-HRTimeline
Plancorp, LLC147,281$3.71M0.13%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC145,895$3.67M0.73%+6,83313F-HRTimeline
Klaas Financial Asset Advisors, LLC142,972$3.6M0.57%+2,08713F-HRTimeline
Dynamic Advisor Solutions LLC140,343$3.53M0.11%-11,50413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP134,669$3.39M<0.01%-14,26413F-HR/ATimelineGroup
Charter Oak Capital Management, LLC133,360$3.36M0.28%+3,69513F-HRTimeline
Clarity Wealth Development LLC120,767$3.04M3.03%+6,82913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.117,111$2.95M0.01%+39,66113F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC116,674$2.94M0.01%+8,73113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…115,992$2.9M<0.01%+1,13413F-HRTimeline
One Capital Management, LLC113,713$2.86M0.1%-5,13813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co111,973$2.82M0.03%-6,11013F-HRTimelineGroup
Brio Consultants, LLC109,527$2.76M0.4%-5,85913F-HRTimeline
Kondo Wealth Advisors, Inc.106,300$2.66M1.18%-27,01013F-HRTimeline
CGN Advisors LLC100,727$2.54M0.23%+1,92213F-HRTimeline
HighTower Advisors, LLC98,097$2.47M<0.01%-3,94813F-HRTimeline
Cetera Investment Advisers89,674$2.26M<0.01%-2,18513F-HRTimeline
PAYDEN & RYGEL88,579$2.23M0.18%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC87,615$2.21M0.38%+6,04213F-HRTimeline
Parkside Advisors LLC86,192$2.17M0.48%-2,47613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP85,993$2.16M<0.01%+6,28713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…81,727$2.06M0.05%+2,84813F-HRTimeline
Flagstone Financial Management81,593$2.05M0.59%+2,06313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC78,959$1.99M0.03%+2,04313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…78,002$1.96M0.18%+2,62013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management75,265$1.89M0.02%-4,28813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding75,119$1.89M-2,572Timeline
Strategic Point Investment Advisors, LLC74,590$1.88M0.29%-5,07013F-HRTimeline
Cardinal Point Capital Management ULC73,618$1.85M0.15%+19,17013F-HRTimeline
Omega Financial Group, LLC72,898$1.83M0.66%+42313F-HRTimeline
STALEY CAPITAL ADVISERS INC70,000$1.76M0.07%+20,00013F-HRTimeline
Better Money Decisions, LLC69,075$1.74M1.06%+1,67813F-HRTimeline
FLOW TRADERS U.S. LLC68,743$1.73M0.06%new13F-HRTimeline
Cambridge Investment Research Advisors,…67,984$1.71M0.01%-5,30613F-HRTimeline
PrairieView Partners, LLC64,261$1.62M0.16%+3,55113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,700$1.55M<0.01%+49,04613F-HRTimelineGroup
J.Safra Asset Management Corp57,746$1.45M0.1%+19713F-HR/ATimeline
Clarius Group, LLC57,435$1.45M0.08%-80713F-HRTimeline
UMB Bank, n.a.56,096$1.41M0.02%+6,03413F-HR/ATimeline
NewEdge Advisors, LLC54,241$1.37M0.01%+58513F-HRTimeline
Plum Street Advisors, LLC53,998$1.36M0.6%-2,06513F-HRTimeline
ALBION FINANCIAL GROUP /UT48,563$1.22M0.08%+2,96313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48,540$1.22M0.03%013F-HRTimeline
Advisory Services Network, LLC47,517$1.19M0.02%-69,11913F-HRTimeline
DAVENPORT & Co LLC46,641$1.17M0.01%+3,06613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…46,170$1.16M0.23%-3,71013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,702$1.15M0.01%-4,13913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,667$1.15M<0.01%+18,13713F-HRTimelineGroup
Fort Point Capital Partners LLC45,519$1.15M0.11%-4,40413F-HRTimeline
Valeo Financial Advisors, LLC45,040$1.13M0.03%-2,66013F-HR/ATimeline
Willow Creek Wealth Management Inc.44,437$1.12M0.1%-63013F-HRTimeline
Sequoia Financial Advisors, LLC42,837$1.08M0.01%-5,74913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,752$1.08M<0.01%+2,05413F-HRTimelineGroup
Schneider Downs Wealth Management Advis…42,694$1.07M0.16%013F-HRTimeline
eCIO, Inc.42,298$1.06M0.45%+12,44513F-HRTimeline
BLAIR WILLIAM & CO/IL42,163$1.06M<0.01%+30413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC41,985$1.06M<0.01%+2,23613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,615$1.05M0.01%-11,52813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS41,358$1.04M<0.01%+3013F-HRTimeline
Summit Wealth Group, LLC41,326$1.04M0.27%-1,62313F-HRTimeline
Opal Wealth Advisors, LLC39,976$1.01M0.28%-2,45613F-HRTimeline
Decker Retirement Planning Inc.39,453$993K0.58%+39,38413F-HRTimeline
JNBA Financial Advisors38,563$971K0.09%+2,94713F-HRTimeline
BIRCHBROOK, INC.38,488$969K0.52%+6,79313F-HRTimeline
Level Financial Advisors36,186$911K0.28%-79413F-HRTimeline
Pine Haven Investment Counsel, Inc35,322$889K0.7%+2,28013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources34,041$857K<0.01%+36713F-HRTimelineGroup
CX Institutional33,961$855K0.03%+14513F-HR/ATimeline
Legacy Edge Advisors, LLC33,335$839K0.11%-2,81513F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.32,617$821K0.06%-4,92013F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…32,600$821K0.04%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding31,662$797K-8,501Timeline
Aprio Wealth Management, LLC29,794$750K0.08%-1,62613F-HRTimeline
iA Global Asset Management Inc.29,000$730K0.01%013F-HRTimeline
SageView Advisory Group, LLC28,744$721K0.03%-2,36313F-HRTimeline
MML INVESTORS SERVICES, LLC28,452$716K<0.01%-5,36313F-HRTimeline
Westfuller Advisors, LLC28,382$714K0.41%+23413F-HRTimeline
Hardy Reed LLC28,272$712K0.06%013F-HRTimeline
Abacus Wealth Partners, LLC28,180$709K0.11%-49,21113F-HRTimeline
Ethic Inc.28,180$708K0.01%-49,21113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC27,650$696K0.06%+2,25013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,470$691K<0.01%+14113F-HR/ATimelineGroup
VERITY Wealth Advisors26,322$663K0.45%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich26,000$654K<0.01%013F-HR/ATimeline
Cresset Asset Management, LLC24,671$621K<0.01%-16,07113F-HR/ATimeline
Arrow Financial Corpin group Arrow Financial Corp24,545$618K0.07%013F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC24,484$616K0.13%+81413F-HRTimeline
VestGen Advisors, LLC23,988$604K0.02%-39713F-HRTimeline
Central Pacific Bank - Trust Division23,898$602K0.08%+10,76413F-HRTimeline
Aptus Capital Advisors, LLC23,337$587K0.01%+4913F-HRTimeline
One Day In July LLC23,310$587K0.05%-32913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/23,055$580K0.11%+2,35513F-HRTimeline
Diversified Enterprises, LLC22,959$578K0.04%+6,29813F-HRTimeline
One Wealth Advisors, LLC22,449$565K0.08%-3,40413F-HRTimeline
CENTRAL TRUST Co22,276$561K0.01%-11,93813F-HRTimeline
Wealth Advisory Team LLC22,151$558K0.52%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,121$557K<0.01%+9,76313F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC21,977$553K0.02%+11613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,886$551K0.01%013F-HRTimeline
Ally Invest Advisors Inc.21,265$535K0.04%-8313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…21,177$533K<0.01%-60,88113F-HR/ATimelineGroup
Exchange Bank21,166$533K0.42%+32913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,673$520K0.09%+15213F-HRTimeline
WHITTIER TRUST CO20,261$510K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,193$508K<0.01%+3,08213F-HRTimelineGroup
Keener Financial Planning LLC20,048$504K0.25%013F-HRTimeline
Private Advisor Group, LLC19,684$495K<0.01%+2,17713F-HRTimeline
Johnson Bixby & Associates, LLC19,547$492K0.07%-2,86213F-HRTimeline
Shotwell Rutter Baer Inc19,598$491K0.33%-9213F-HRTimeline
Larson Financial Group LLC19,321$486K0.02%+31013F-HRTimeline
LexAurum Advisors, LLC18,812$474K0.07%+1,09713F-HRTimeline
Avidian Wealth Enterprises, LLC18,647$469K0.02%-4013F-HRTimeline
HEADINVEST, LLC18,194$458K0.1%+20013F-HRTimeline
Private Wealth Management Group, LLC17,928$451K0.15%-29413F-HRTimeline
Traveka Wealth, LLC17,828$449K0.24%+2213F-HRTimeline
Integrated Wealth Concepts LLC16,872$425K<0.01%+2,03013F-HRTimeline
Midwest Capital Advisors, LLC16,749$422K0.22%-38713F-HRTimeline
Parallel Advisors, LLC16,328$411K0.01%-4,50013F-HRTimeline
RHS Financial, LLC16,182$407K0.23%+4,13113F-HRTimeline
Tradition Wealth Management, LLC16,145$406K0.03%-10413F-HRTimeline
CW Advisors, LLC15,982$402K<0.01%+213F-HRTimeline
Joel Adams & Associates, Inc.15,601$393K0.35%+1413F-HRTimeline
Institute for Wealth Management, LLC.15,576$392K0.04%+3,06813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,429$388K0.01%new13F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…15,148$381K0.14%-2,71113F-HRTimeline
EASTERN BANK15,132$381K0.01%-99,17013F-HRTimeline
TRUEFG, LLC14,759$371K0.11%-26913F-HRTimeline
Symmetry Partners, LLC14,608$368K0.05%-613F-HRTimeline
Resonant Capital Advisors, LLC14,586$367K0.02%013F-HRTimeline
TWO SIGMA SECURITIES, LLC14,538$366K0.05%new13F-HRTimeline
Rehmann Capital Advisory Group14,446$364K0.02%+12813F-HRTimeline
Continuum Advisory, LLC14,421$363K0.04%-78813F-HRTimeline
Avantax Planning Partners, Inc.14,226$358K0.01%-7,87013F-HRTimeline
OneDigital Investment Advisors LLC14,164$357K<0.01%+15113F-HRTimeline
Janney Montgomery Scott LLC13,927$351K<0.01%new13F-HRTimeline
Marshall Financial Group, LLC13,831$346K0.07%-41313F-HRTimeline
Goepper Burkhardt LLC13,594$342K0.13%-2,90613F-HRTimeline
Waverly Advisors, LLC13,450$339K<0.01%-60013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,233$333K<0.01%+1113F-HRTimeline
NOTTINGHAM ADVISORS, INC.12,810$322K0.05%-13713F-HRTimeline
Berger Financial Group, Inc12,691$319K0.02%+1,61513F-HRTimeline
Silver Oak Advisory Group, Inc.12,520$315K0.15%+1813F-HRTimeline
SGL Investment Advisors, Inc.12,439$311K0.15%+1,02113F-HRTimeline
Mason & Associates Inc12,302$310K0.07%+12813F-HRTimeline
Sigma Planning Corp11,770$296K0.01%-61013F-HRTimeline
Litman Gregory Wealth Management LLC11,606$292K0.02%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,476$289K<0.01%-10213F-HRTimeline
Cherry Tree Wealth Management, LLC11,288$284K0.07%-413F-HRTimeline
Signature Resources Capital Management,…11,154$281K0.17%+8813F-HRTimeline
Affinity Capital Advisors, LLC10,861$273K0.05%+1213F-HRTimeline
Wells Financial Advisors INC10,660$268K0.37%013F-HRTimeline
COMERICA BANK10,628$268K<0.01%+3,01613F-HRTimeline
Western Wealth Management, LLC10,438$263K0.02%+4813F-HRTimeline
Betterment LLC10,253$258K<0.01%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,168$256K0.02%013F-HRTimeline
NorthCoast Asset Management LLC10,106$254K<0.01%-26913F-HRTimeline
VALLEY NATIONAL ADVISERS INC10,028$252K0.04%+16713F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,994$252K0.01%+3913F-HRTimeline