SUSB ISHARES TR

COM (fund)

Filings received so far for Q3 2026: 14 13F filers report a position in SUSB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Apella Capital, LLC	300,372	$7.34M	0.09%	+13,335	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	83,859	$2.05M	0.18%	+3,468	13F-HR Timeline Group
Central Pacific Bank - Trust Division	38,112	$931K	0.1%	+1,870	13F-HR Timeline
Midwest Financial Partners Investments,…	37,454	$915K	0.35%	+11,370	13F-HR Timeline
Farther Finance Advisors, LLC	37,355	$913K	0.01%	+2,132	13F-HR Timeline
SigFig Wealth Management, LLC	35,836	$875K	0.02%	+983	13F-HR Timeline
Avidian Wealth Enterprises, LLC	28,203	$689K	0.02%	+319	13F-HR Timeline
Exchange Bank	24,232	$592K	0.37%	+1,406	13F-HR Timeline
CX Institutional	24,195	$591K	0.02%	-17,211	13F-HR Timeline
ANB BANK	21,645	$529K	0.19%	0	13F-HR Timeline
PARK NATIONAL CORP /OH/	10,074	$246K	0.01%	new	13F-HR Timeline
Bangor Savings Bank	1,620	$39.6K	<0.01%	+40	13F-HR Timeline
EASTERN BANK	763	$18.6K	<0.01%	-12,490	13F-HR Timeline
CoreCap Advisors, LLC	289	$7.06K	<0.01%	0	13F-HR Timeline