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Disclosery

SUSC ISHARES TR

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ETF (fund)

271 managers (273 13F filers) reported a position in SUSC shares at 2024-12-31, 40,735,590 shares in all. 25 filers opened a position and 20 filers sold out during the quarter.

Managers
271
13F filers
273
New
25
Added
113
Reduced
91
Sold out
20
Shares held by filers
40,735,590

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
Wharton Business Group, LLC10,045$228K0.01%-1,52013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,782$222K<0.01%+62513F-HRTimelineGroup
CFS Investment Advisory Services, LLC9,619$219K0.02%+13113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,565$217K<0.01%-14,84413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC9,524$216K0.01%+97013F-HRTimeline
SAX WEALTH ADVISORS, LLC9,435$214K0.02%new13F-HRTimeline
Williams Financial, LLC9,289$211K0.13%+12013F-HRTimeline
Copperleaf Capital, LLC9,288$211K0.13%+37913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,199$209K0.01%new13F-HRTimelineGroup
Advisory Alpha, LLC9,188$209K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,956$204K0.01%+83713F-HRTimelineGroup
Kingsview Wealth Management, LLC8,943$203K<0.01%-39913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,688$197K<0.01%+23413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,478$193K0.01%new13F-HRTimelineGroup
Keener Financial Planning LLC7,925$180K0.11%+6,87613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,294$166K<0.01%-1313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,966$158K<0.01%+1,26213F-HRTimelineGroup
Morton Brown Family Wealth, LLC6,796$154K0.05%+2,29913F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …6,616$150K0.03%-20813F-HRTimelineGroup
Midwest Capital Advisors, LLC6,613$150K0.11%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.5,934$135K0.13%13F-HRTimeline
WHITTIER TRUST CO5,500$125K<0.01%-15,36613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,325$121K<0.01%-49,41913F-HRTimelineGroup
Global Retirement Partners, LLC4,731$107K<0.01%-70913F-HRTimeline
NorthRock Partners, LLC4,493$102K<0.01%-6,57813F-HR/ATimeline
MAI Capital Management4,215$95.8K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC3,259$74.1K0.01%+1713F-HRTimeline
Milestone Investment Advisors LLC3,000$68.2K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,831$64.3K0.02%-66013F-HRTimeline
Aptus Capital Advisors, LLC2,690$61.1K<0.01%-35,09013F-HRTimeline
AMERIFLEX GROUP, INC.2,602$59.4K0.03%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,485$56.5K<0.01%new13F-HRTimeline
ORG Partners LLC2,485$56.5K0.01%+12713F-HRTimeline
Transce3nd, LLC2,200$50K0.02%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,854$42.1K<0.01%+49913F-HRTimelineGroup
CoreCap Advisors, LLC1,804$41K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,657$37.6K0.03%13F-HRTimeline
WealthTrak Capital Management LLC1,488$33.8K0.03%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,316$29.9K0.02%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$25.9K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC842$19.1K<0.01%+5313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…806$18.3K0.01%-2813F-HRTimeline
Physician Wealth Advisors, Inc.785$17.8K<0.01%new13F-HRTimeline
Quent Capital, LLC740$16.8K<0.01%new13F-HRTimeline
SOFI WEALTH, LLC730$16.6K<0.01%new13F-HRTimeline
Rise Advisors, LLC670$15.2K0.01%+913F-HRTimeline
IFP Advisors, Inc658$14.9K<0.01%+41313F-HRTimeline
Archer Investment Corp639$14.5K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/600$13.6K0.01%-20013F-HRTimelineGroup
Global Financial Private Client, LLC583$13.2K<0.01%-12913F-HRTimeline
MATHER GROUP, LLC.550$12.5K<0.01%+12313F-HRTimeline
OARSMAN CAPITAL, INC.534$12.1K<0.01%-10013F-HRTimeline
FAS Wealth Partners, Inc.487$11.1K<0.01%+10813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC434$9.86K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC401$9.12K<0.01%013F-HRTimeline
Atlatl Advisers LLC391$8.88K0.01%13F-HRTimeline
Bangor Savings Bank370$8.41K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC299$6.79K<0.01%-9,02913F-HRTimeline
North Star Investment Management Corp.272$6.18K<0.01%-74413F-HRTimeline
Mattson Financial Services, LLC248$5.9K<0.01%013F-HRTimeline
Parallel Advisors, LLC247$5.61K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC158$3.59K<0.01%13F-HRTimeline
McIlrath & Eck, LLC153$3.48K<0.01%013F-HRTimeline
Community Bank, N.A.146$3.31K<0.01%-20013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC88$2K<0.01%-2013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.86$1.94K<0.01%013F-HRTimelineGroup
ZynergyRetirementPlanningLLC73$1.74K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.65$1.48K<0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.58$1.32K<0.01%013F-HRTimeline
Financial Life Planners30$692<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB10$227<0.01%new13F-HRTimeline