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Disclosery

SUSC ISHARES TR

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ETF (fund)

264 managers (266 13F filers) reported a position in SUSC shares at 2025-03-31, 40,411,282 shares in all. 21 filers opened a position and 24 filers sold out during the quarter.

Managers
264
13F filers
266
New
21
Added
102
Reduced
106
Sold out
24
Shares held by filers
40,411,282

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
SAX WEALTH ADVISORS, LLC9,435$218K0.02%013F-HRTimeline
CFS Investment Advisory Services, LLC9,429$217K0.02%-19013F-HRTimeline
JFS WEALTH ADVISORS, LLC9,360$216K0.01%-16413F-HRTimeline
&PARTNERS7,546$216K<0.01%new13F-HRTimeline
AE Wealth Management LLC9,265$214K<0.01%-1,75113F-HRTimeline
WHITTIER TRUST CO9,240$213K<0.01%+3,74013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,199$212K0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC8,943$206K<0.01%013F-HRTimeline
Sovran Advisors, LLC8,965$203K0.03%new13F-HRTimeline
Hilltop Partners LLC8,786$203K0.07%new13F-HRTimeline
Copperleaf Capital, LLC8,743$202K0.12%-54513F-HRTimeline
Gateway Wealth Partners, LLC8,686$200K0.05%new13F-HRTimeline
Keener Financial Planning LLC8,635$199K0.13%+71013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,478$196K0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,294$166K<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC6,947$160K0.05%+15113F-HRTimeline
Midwest Capital Advisors, LLC6,613$152K0.09%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …6,223$144K0.03%13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,118$141K0.01%-37,54013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,342$123K<0.01%+1713F-HRTimelineGroup
MAI Capital Management4,354$100K<0.01%+13913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,178$96.3K<0.01%-2,78813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,436$79.2K<0.01%-5,25213F-HRTimelineGroup
IFP Advisors, Inc3,299$76.1K<0.01%+2,64113F-HRTimeline
GPS Wealth Strategies Group, LLC3,268$75.4K0.01%+913F-HRTimeline
Milestone Investment Advisors LLC3,000$69.2K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.2,792$64.4K0.03%+19013F-HRTimeline
Aptus Capital Advisors, LLC2,690$62K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,485$57.3K<0.01%013F-HRTimeline
NorthRock Partners, LLC2,165$49.9K<0.01%-2,32813F-HRTimeline
Transce3nd, LLC2,021$46.6K0.02%-17913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,882$43.4K0.03%+22513F-HRTimeline
CoreCap Advisors, LLC1,804$41.6K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC1,586$36.6K0.03%+9813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,316$30.3K0.02%013F-HRTimeline
Gen-Wealth Partners Inc1,305$30.1K0.01%new13F-HRTimeline
FSC Wealth Advisors, LLC1,260$29.1K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$26.3K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,004$23.2K<0.01%-85013F-HRTimelineGroup
Cornerstone Planning Group LLC917$20.8K<0.01%new13F-HRTimeline
Crewe Advisors LLC842$19.4K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…836$19.3K0.02%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…806$18.6K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.790$18.2K<0.01%+513F-HRTimeline
Rise Advisors, LLC675$15.6K0.01%+513F-HRTimeline
Archer Investment Corp639$14.7K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.606$14K<0.01%+11913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/600$13.8K0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC573$13.2K0.01%-1013F-HRTimeline
1 NORTH WEALTH SERVICES LLC545$12.6K0.01%new13F-HRTimeline
MATHER GROUP, LLC.541$12.5K<0.01%-913F-HRTimeline
Bangor Savings Bank370$8.53K<0.01%013F-HRTimeline
North Star Investment Management Corp.274$6.32K<0.01%+213F-HRTimeline
Redwood Park Advisors LLC158$3.64K<0.01%013F-HRTimeline
McIlrath & Eck, LLC153$3.53K<0.01%013F-HRTimeline
Community Bank, N.A.146$3.37K<0.01%013F-HRTimeline
Mattson Financial Services, LLC93$2.15K<0.01%-15513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.86$1.93K<0.01%013F-HRTimelineGroup
ZynergyRetirementPlanningLLC73$1.66K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.71$1.63K<0.01%+613F-HRTimeline
Arax Advisory Partners70$1.61K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.58$1.34K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15$346<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-24,34213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.