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Disclosery

SUSB ISHARES TR

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COM (fund)

288 managers (290 13F filers) reported a position in SUSB shares at 2025-09-30, 27,096,277 shares in all. 18 filers opened a position and 14 filers sold out during the quarter.

Managers
288
13F filers
290
New
18
Added
153
Reduced
61
Sold out
14
Shares held by filers
27,096,277

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC3,174,676$80.4M0.01%+89,12713F-HRTimelineGroup
LPL Financial LLC1,208,694$30.6M0.01%+91,09013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,028,410$26M<0.01%+62,59413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA977,390$24.7M<0.01%+33,68513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC812,047$20.5M<0.01%+32,13513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding726,627$18.4M-13,530Timeline
Acorns Advisers, LLC625,111$15.8M0.12%+36,15313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp571,273$14.5M<0.01%+27,08813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC524,440$13.3M0.08%+78,69513F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…518,373$13.1M0.03%+497,19613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN508,609$12.9M<0.01%-4,51313F-HRTimelineGroup
Wealthspire Advisors, LLC489,462$12.4M0.06%+10,15513F-HRTimeline
Modera Wealth Management, LLC485,061$12.3M0.14%-12,73013F-HRTimeline
Perigon Wealth Management, LLC465,190$11.8M0.24%+72,47813F-HRTimeline
LFA - Lugano Financial Advisors SA457,113$11.5M6.08%013F-HRTimeline
UBS Group AGin group UBS Group AG442,752$11.2M<0.01%-5,43713F-HRTimelineGroup
Allworth Financial LP441,876$11.2M0.05%+11,17513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO429,464$10.9M<0.01%+57,10813F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.424,640$10.7M0.02%+7,81513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC418,236$10.6M0.01%+18,12113F-HRTimeline
Francis Financial, Inc.410,650$10.4M1.85%+16,95813F-HRTimeline
Mariner, LLCin group Mariner, LLC406,610$10.3M0.01%+24,43213F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO391,542$9.91M0.15%+20,69513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC389,789$9.87M0.39%+28,59213F-HRTimelineGroup
Milestone Investment Advisors LLC382,698$9.69M2.41%+25,80013F-HRTimeline
Destination Wealth Management344,840$8.73M0.24%+3,36813F-HRTimeline
Financial Engines Advisors L.L.C.302,527$7.66M0.01%+21,29413F-HRTimeline
Integris Wealth Management, LLC271,202$6.86M1.67%+3,60513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/258,997$6.56M<0.01%-6,39613F-HR/ATimelineGroup
Fisher Asset Management, LLC241,536$6.11M<0.01%+14,59113F-HRTimeline
Apella Capital, LLC234,704$5.95M0.13%+8,05713F-HRTimeline
Wescott Financial Advisory Group, LLC219,163$5.55M0.5%+14,59513F-HRTimeline
Colorado Capital Management, Inc.212,347$5.38M2.08%+8,85913F-HRTimeline
Northland Capital Management LLC186,280$4.71M2.76%+55813F-HRTimeline
HARBOUR INVESTMENTS, INC.180,208$4.56M0.1%+2,68713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC174,944$4.43M0.8%+29,04913F-HRTimeline
Impact Investors, Inc174,387$4.41M2.91%-125,84913F-HRTimeline
Accredited Investors Inc.172,093$4.36M0.24%+9,60213F-HRTimeline
Arlington Financial Advisors, LLC164,216$4.16M0.61%+1,16513F-HRTimeline
MATHER GROUP, LLC.162,586$4.12M0.04%+8,10313F-HRTimeline
SEEDS INVESTOR LLC158,687$4.02M0.85%+3,48813F-HRTimeline
Bear Mountain Capital, Inc.147,427$3.74M1.25%-9,36113F-HRTimeline
Plancorp, LLC147,281$3.73M0.12%013F-HRTimeline
IMPACTfolio, LLC146,112$3.7M1.6%-86,93613F-HRTimeline
Klaas Financial Asset Advisors, LLC141,727$3.59M0.54%-1,24513F-HRTimeline
Charter Oak Capital Management, LLC141,665$3.59M0.28%+8,30513F-HRTimeline
Dynamic Advisor Solutions LLC136,399$3.45M0.1%-3,94413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP130,698$3.31M0.01%-3,97113F-HRTimelineGroup
One Capital Management, LLC122,856$3.11M0.1%+9,14313F-HRTimeline
Clarity Wealth Development LLC120,351$3.05M2.76%-41613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…118,575$3M<0.01%+2,58313F-HRTimeline
Brio Consultants, LLC117,935$2.98M0.41%+8,40813F-HRTimeline
CGN Advisors LLC114,756$2.9M0.24%+14,02913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co112,591$2.85M0.03%+61813F-HRTimelineGroup
Kondo Wealth Advisors, Inc.102,687$2.6M1.05%-3,61313F-HRTimeline
HighTower Advisors, LLC102,540$2.6M<0.01%+4,44313F-HRTimeline
Cetera Investment Advisers102,525$2.59M<0.01%+12,85113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP93,579$2.37M<0.01%+7,58613F-HRTimelineGroup
Stanich Group LLC92,752$2.35M1.44%new13F-HRTimeline
CWM, LLCin group CWM, LLC90,370$2.29M0.01%-26,30413F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC88,733$2.25M0.35%+1,11813F-HRTimeline
PAYDEN & RYGEL88,579$2.24M0.19%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,631$2.17M<0.01%-31,48013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding85,340$2.16M+10,221Timeline
Empirical Financial Services, LLC d.b.a…84,297$2.13M0.04%+2,57013F-HRTimeline
Flagstone Financial Management82,991$2.1M0.55%+1,39813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management82,647$2.09M0.02%+7,38213F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC78,965$2M0.03%+613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…78,196$1.98M0.17%+19413F-HRTimelineGroup
Cardinal Point Capital Management ULC78,083$1.98M0.14%+4,46513F-HRTimeline
Strategic Point Investment Advisors, LLC75,960$1.92M0.28%+1,37013F-HRTimeline
Plum Street Advisors, LLC74,095$1.88M0.72%+20,09713F-HRTimeline
Omega Financial Group, LLC74,011$1.87M0.63%+1,11313F-HRTimeline
Cambridge Investment Research Advisors,…72,593$1.84M0.01%+4,60913F-HRTimeline
STALEY CAPITAL ADVISERS INC70,000$1.77M0.07%013F-HRTimeline
UMB Bank, n.a.58,239$1.47M0.02%+2,14313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
J.Safra Asset Management Corp57,949$1.47M0.09%+20313F-HRTimeline
Clarius Group, LLC57,435$1.45M0.09%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,119$1.45M<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT56,370$1.43M0.09%+7,80713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich53,733$1.36M<0.01%+27,73313F-HRTimeline
eCIO, Inc.53,224$1.35M0.5%+10,92613F-HRTimeline
Advisory Services Network, LLC50,738$1.28M0.02%+3,22113F-HRTimeline
NewEdge Advisors, LLC48,981$1.24M0.01%-5,26013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC48,410$1.23M<0.01%+6,42513F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC47,924$1.21M0.03%-61613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…47,090$1.19M0.22%+92013F-HRTimeline
DAVENPORT & Co LLC46,641$1.18M0.01%013F-HRTimeline
Willow Creek Wealth Management Inc.46,328$1.17M0.1%+1,89113F-HRTimeline
Valeo Financial Advisors, LLC45,899$1.16M0.03%+85913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,643$1.16M0.01%-5913F-HRTimelineGroup
Fort Point Capital Partners LLC45,519$1.15M0.15%013F-HRTimeline
Schneider Downs Wealth Management Advis…43,839$1.11M0.13%+1,14513F-HRTimeline
Sequoia Financial Advisors, LLC42,545$1.08M0.01%-29213F-HRTimeline
BLAIR WILLIAM & CO/IL42,476$1.08M<0.01%+31313F-HRTimeline
Opal Wealth Advisors, LLC41,391$1.05M0.29%+1,41513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,300$1.05M0.01%-31513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS38,447$973K<0.01%-2,91113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,436$973K<0.01%-4,31613F-HRTimelineGroup
Summit Wealth Group, LLC38,383$971K0.23%-2,94313F-HRTimeline
JNBA Financial Advisors38,036$963K0.09%-52713F-HRTimeline
BIRCHBROOK, INC.36,877$933K0.48%-1,61113F-HRTimeline
Pine Haven Investment Counsel, Inc36,822$932K0.67%+1,50013F-HRTimeline
Decker Retirement Planning Inc.36,787$931K0.51%-2,66613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources35,814$906K<0.01%+1,77313F-HRTimelineGroup
Legacy Edge Advisors, LLC34,866$882K0.1%+1,53113F-HRTimeline
CX Institutional34,762$880K0.03%+80113F-HRTimeline
Level Financial Advisors34,529$874K0.25%-1,65713F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.33,461$847K0.06%+84413F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…32,600$825K0.04%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC30,115$762K0.06%+2,46513F-HRTimeline
SageView Advisory Group, LLC29,389$744K0.03%+64513F-HRTimeline
Westfuller Advisors, LLC28,623$724K0.33%+24113F-HRTimeline
Hardy Reed LLC28,543$722K0.05%+27113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,793$703K<0.01%+32313F-HRTimelineGroup
VERITY Wealth Advisors26,322$666K0.42%013F-HRTimeline
Aprio Wealth Management, LLC26,171$662K0.07%-3,62313F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC26,137$662K0.13%+1,65313F-HRTimeline
Integrated Wealth Concepts LLC25,336$641K0.01%+8,46413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,048$634K<0.01%-20,61913F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding24,803$628K-6,859Timeline
Cresset Asset Management, LLC24,671$624K<0.01%013F-HR/ATimeline
Arrow Financial Corpin group Arrow Financial Corp24,545$621K0.06%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC24,148$611K0.02%+2,17113F-HRTimeline
VestGen Advisors, LLC23,997$607K0.02%+913F-HRTimeline
Central Pacific Bank - Trust Division23,898$605K0.07%013F-HRTimeline
Avidian Wealth Enterprises, LLC23,850$604K0.02%+5,20313F-HRTimeline
Aptus Capital Advisors, LLC23,297$590K0.01%-4013F-HRTimeline
MML INVESTORS SERVICES, LLC23,193$587K<0.01%-5,25913F-HRTimeline
Diversified Enterprises, LLC22,901$580K0.04%-5813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,799$577K0.01%+7,37013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/22,225$563K0.1%-83013F-HRTimeline
FLOW TRADERS U.S. LLC22,208$562K0.02%-46,53513F-HRTimeline
One Wealth Advisors, LLC22,126$560K0.07%-32313F-HRTimeline
One Day In July LLC22,119$560K0.05%-1,19113F-HRTimeline
LexAurum Advisors, LLC22,106$560K0.08%+3,29413F-HRTimeline
Ally Invest Advisors Inc.22,016$557K0.04%+75113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,886$554K0.01%013F-HRTimeline
CENTRAL TRUST Co21,576$546K0.01%-70013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,278$539K<0.01%+1,08513F-HRTimelineGroup
Exchange Bank21,166$536K0.37%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,660$523K0.09%-1313F-HRTimeline
Private Advisor Group, LLC20,392$516K<0.01%+70813F-HRTimeline
WHITTIER TRUST CO20,261$511K0.01%013F-HRTimeline
Keener Financial Planning LLC20,048$507K0.24%013F-HRTimeline
HEADINVEST, LLC19,994$506K0.1%+1,80013F-HRTimeline
Shotwell Rutter Baer Inc19,993$505K0.33%+39513F-HRTimeline
Larson Financial Group LLC19,875$503K0.02%+55413F-HRTimeline
Private Wealth Management Group, LLC18,923$479K0.13%+99513F-HRTimeline
Johnson Bixby & Associates, LLC18,815$476K0.06%-73213F-HRTimeline
Institute for Wealth Management, LLC.18,273$462K0.05%+2,69713F-HRTimeline
Traveka Wealth, LLC17,852$452K0.2%+2413F-HRTimeline
Midwest Capital Advisors, LLC16,935$429K0.21%+18613F-HRTimeline
Symmetry Partners, LLC16,766$424K0.05%+2,15813F-HRTimeline
SAX WEALTH ADVISORS, LLC16,691$422K0.02%new13F-HRTimeline
Continuum Advisory, LLC16,267$412K0.04%+1,84613F-HRTimeline
RHS Financial, LLC16,253$411K0.21%+7113F-HRTimeline
Tradition Wealth Management, LLC16,250$411K0.03%+10513F-HRTimeline
Resonant Capital Advisors, LLC16,223$411K0.02%+1,63713F-HRTimeline
Joel Adams & Associates, Inc.15,615$395K0.32%+1413F-HRTimeline
TRUEFG, LLC15,354$389K0.11%+59513F-HRTimeline
Investor's Fiduciary Advisor Network, L…14,867$376K0.13%-28113F-HRTimeline
Avantax Planning Partners, Inc.14,836$375K0.01%+61013F-HRTimeline
Rehmann Capital Advisory Group14,530$368K0.02%+8413F-HRTimeline
SGL Investment Advisors, Inc.14,588$367K0.15%+2,14913F-HRTimeline
Betterment LLC13,884$351K<0.01%+3,63113F-HRTimeline
Veridan Wealth LLC13,761$348K0.12%13F-HRTimeline
Janney Montgomery Scott LLC13,683$346K<0.01%-24413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,604$344K<0.01%+37113F-HRTimeline
Goepper Burkhardt LLC13,594$344K0.12%013F-HRTimeline
Waverly Advisors, LLC13,481$341K<0.01%+3113F-HRTimeline
EASTERN BANK13,253$335K0.01%-1,87913F-HRTimeline
Berger Financial Group, Inc13,244$335K0.02%+55313F-HRTimeline
NOTTINGHAM ADVISORS, INC.12,852$325K0.05%+4213F-HRTimeline
Marshall Financial Group, LLC12,717$322K0.06%-1,11413F-HRTimeline
Sigma Planning Corp12,633$320K0.01%+86313F-HRTimeline
COMERICA BANK12,617$319K<0.01%+1,98913F-HRTimeline
Silver Oak Advisory Group, Inc.12,539$317K0.14%+1913F-HRTimeline
Signature Resources Capital Management,…12,385$313K0.17%+1,23113F-HRTimeline
Mason & Associates Inc12,302$311K0.06%013F-HRTimeline
Equita Financial Network, Inc.11,558$293K0.1%+3,00013F-HRTimeline
Western Wealth Management, LLC11,433$289K0.02%+99513F-HRTimeline
VALLEY NATIONAL ADVISERS INC10,882$275K0.04%+85413F-HRTimeline
Compound Planning, Inc.10,843$274K0.01%+1,27813F-HRTimeline
Elm Partners Management LLC10,819$274K0.01%new13F-HR/ATimeline
Mutual Advisors, LLC10,775$273K0.01%new13F-HRTimeline
Wells Financial Advisors INC10,660$270K0.36%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,578$268K0.02%new13F-HR/ATimeline
Cherry Tree Wealth Management, LLC10,490$266K0.06%-79813F-HRTimeline
Affinity Capital Advisors, LLC10,472$265K0.04%-38913F-HRTimeline
LRI Investments, LLC10,374$263K0.02%+1,04813F-HRTimeline
OneDigital Investment Advisors LLC10,317$261K<0.01%-3,84713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC10,225$259K0.12%+41513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,168$257K0.02%013F-HRTimeline
NorthCoast Asset Management LLC10,111$256K<0.01%+513F-HRTimeline
Wealthfront Advisers LLC10,018$254K<0.01%new13F-HRTimeline
AMARA FINANCIAL, LLC.9,922$251K0.18%+25513F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,839$249K0.01%-15513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,780$248K0.04%new13F-HRTimeline
4Thought Financial Group Inc.9,237$234K0.12%+28013F-HRTimeline