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Disclosery

SUSC ISHARES TR

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ETF (fund)

258 managers (261 13F filers) reported a position in SUSC shares at 2025-06-30, 41,729,646 shares in all. 19 filers opened a position and 25 filers sold out during the quarter.

Managers
258
13F filers
261
New
19
Added
134
Reduced
76
Sold out
25
Shares held by filers
41,729,646

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
WBH ADVISORY INC9,264$215K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,246$215K0.02%-1,41513F-HRTimeline
WHITTIER TRUST CO9,240$215K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC8,900$207K<0.01%-4313F-HRTimeline
Copperleaf Capital, LLC8,743$203K0.1%013F-HRTimeline
Keener Financial Planning LLC8,668$201K0.1%+3313F-HRTimeline
EASTERN BANK7,701$179K<0.01%-40,11513F-HRTimeline
Morton Brown Family Wealth, LLC7,101$165K0.05%+15413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,794$158K<0.01%-50013F-HRTimelineGroup
Midwest Capital Advisors, LLC6,613$154K0.08%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,153$143K<0.01%+81113F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,118$142K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,322$124K0.02%13F-HRTimelineGroup
Global Retirement Partners, LLC4,576$106K<0.01%13F-HRTimeline
MAI Capital Management4,532$105K<0.01%+17813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,864$89.8K<0.01%-31413F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC3,711$86.3K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,460$80.4K<0.01%+2413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,345$77.7K<0.01%-5,13313F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,281$76.2K0.01%+1313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,110$72.2K0.01%new13F-HR/ATimeline
Milestone Investment Advisors LLC3,000$69.7K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC2,905$67.5K<0.01%+21513F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,745$63.3K0.02%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,700$62.7K<0.01%+21513F-HRTimeline
AMERIFLEX GROUP, INC.2,632$61K0.03%-16013F-HRTimeline
Transce3nd, LLC2,293$53.3K0.02%+27213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,167$50.2K0.03%+28513F-HRTimeline
CoreCap Advisors, LLC1,804$41.9K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc1,588$36.9K0.01%+28313F-HRTimeline
WealthTrak Capital Management LLC1,586$36.8K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,390$32.3K0.04%13F-HRTimeline
IFP Advisors, Inc1,173$27.2K<0.01%-2,12613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$26.5K<0.01%013F-HRTimelineGroup
Scarborough Advisors, LLC1,135$26.4K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,027$23.9K<0.01%new13F-HRTimeline
North Star Investment Management Corp.980$22.8K<0.01%+70613F-HRTimeline
Crewe Advisors LLC861$20K<0.01%+1913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\851$19.8K<0.01%-15313F-HRTimelineGroup
Kilter Group LLC817$19K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.799$18.6K<0.01%+913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…730$17K0.01%-7613F-HRTimeline
Rise Advisors, LLC683$15.9K0.01%+813F-HRTimeline
Archer Investment Corp639$14.8K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.613$14.2K<0.01%+713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/600$13.9K0.01%013F-HR/ATimelineGroup
MJT & Associates Financial Advisory Gro…580$13.5K0.02%-25613F-HR/ATimeline
1 NORTH WEALTH SERVICES LLC545$12.7K0.01%013F-HRTimeline
Bangor Savings Bank370$8.6K<0.01%013F-HRTimeline
Choate Investment Advisors162$3.76K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC153$3.55K<0.01%013F-HRTimeline
Community Bank, N.A.146$3.39K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.86$2K<0.01%013F-HRTimelineGroup
Arax Advisory Partners68$1.58K<0.01%-213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS61$1.42K<0.01%+4613F-HRTimelineGroup
BARRETT & COMPANY, INC.58$1.35K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2$46<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.