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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,015,132$228M-640,348Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,424,679$77.8M0.01%+269,24813F-HRTimelineGroup
Wealthfront Advisers LLC2,381,201$54.1M0.16%-9,20113F-HR/ATimeline
LPL Financial LLC1,738,960$39.5M0.02%+564,30413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,690,905$38.4M0.01%-64,43513F-HRTimelineGroup
Betterment LLC1,349,465$30.7M0.07%+197,58913F-HRTimeline
BARINGS LLCin group BARINGS LLC1,318,969$30M0.71%-296,53313F-HRTimelineGroup
Creative Planningin group Creative Planning1,081,934$24.6M0.02%+75,56413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,069,786$24.3M<0.01%-2,88813F-HR/ATimelineGroup
Acorns Advisers, LLC1,043,727$23.7M0.23%+69,71413F-HRTimeline
Fisher Asset Management, LLC885,516$20.1M0.01%+49,84813F-HRTimeline
Cetera Investment Advisers593,512$13.5M0.03%-24,74013F-HRTimeline
CWM, LLCin group CWM, LLC554,120$12.6M0.05%-177,35213F-HRTimelineGroup
FMR LLCin group FMR LLC525,674$11.9M<0.01%+109,27913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC521,308$11.8M0.12%-45,71813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN418,415$9.51M<0.01%+17,00413F-HRTimelineGroup
IMPACTfolio, LLC408,888$9.29M4.82%+21,37113F-HRTimeline
UBS Group AGin group UBS Group AG404,834$9.2M<0.01%-44,49113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA362,013$8.22M<0.01%+38,97813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC350,072$7.95M0.03%-56,93613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp317,885$7.22M<0.01%-10,38913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/303,517$6.9M<0.01%-26,48613F-HRTimelineGroup
Financial Engines Advisors L.L.C.288,121$6.55M0.01%+7,29313F-HRTimeline
One Wealth Advisors, LLC286,487$6.51M0.97%-29,96513F-HRTimeline
Cambridge Investment Research Advisors,…239,125$5.43M0.02%-9,35413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…230,156$5.3M0.01%+1,24013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC227,795$5.18M0.01%+15,50013F-HRTimelineGroup
Invera Wealth Advisors, LLC226,628$5.15M5.1%+9,24513F-HRTimeline
DOHJ, LLC224,016$5.09M1.18%+10,12213F-HRTimeline
Atria Wealth Solutions, Inc.208,233$4.73M0.05%-22,73013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC205,413$4.67M0.04%+3,23313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,540$4.33M<0.01%13F-HR/ATimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO186,408$4.24M0.08%+38,58213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC182,368$4.14M0.01%+11,67013F-HRTimeline
Horst & Graben Wealth Management LLC179,819$4.09M0.73%+5,57213F-HRTimeline
Perigon Wealth Management, LLC176,203$4M0.1%+6,20713F-HRTimeline
OneDigital Investment Advisors LLC166,606$3.79M0.04%+3,72713F-HRTimeline
Long Run Wealth Advisors, LLC159,877$3.63M0.87%+15,33613F-HRTimeline
Klaas Financial Asset Advisors, LLC151,337$3.44M0.61%+32,23013F-HRTimeline
WESBANCO BANK INC147,193$3.34M0.11%+6,84513F-HRTimeline
Stanich Group LLC146,782$3.33M2.49%13F-HRTimeline
Composition Wealth, LLC142,197$3.23M0.07%+15913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.142,170$3.23M0.03%-10,85713F-HRTimelineGroup
Allworth Financial LP137,995$3.14M0.02%+76,10113F-HRTimeline
EASTERN BANK137,206$3.12M0.06%-40513F-HRTimeline
Sharkey, Howes & Javer130,401$2.96M0.42%-88613F-HRTimeline
Rossby Financial, LCC122,603$2.79M1.77%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…121,204$2.75M0.02%-4,66513F-HRTimelineGroup
Facet Wealth, Inc.111,195$2.54M0.07%+3,83113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.107,651$2.45M0.01%-8,54913F-HR/ATimelineGroup
NewEdge Advisors, LLC105,042$2.39M0.01%+71,92213F-HRTimeline
Janney Montgomery Scott LLC101,485$2.31M0.01%-9,74613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC96,728$2.2M<0.01%+1,10313F-HRTimelineGroup
Advisory Services Network, LLC88,988$2.02M0.04%-2,51113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.84,164$1.91M0.01%+5,35013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…81,115$1.84M0.71%13F-HRTimeline
Summit Wealth Group, LLC80,294$1.82M0.53%-18,20813F-HRTimeline
SigFig Wealth Management, LLC79,958$1.82M0.07%+4,04313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management79,217$1.8M0.03%+4,04813F-HRTimelineGroup
Davis Wealth Advisors, LLC75,488$1.72M1.89%13F-HRTimeline
Charter Oak Capital Management, LLC75,417$1.71M0.16%+2,61513F-HRTimeline
LFA - Lugano Financial Advisors SA74,278$1.69M1.1%new13F-HRTimeline
Topel & Distasi Wealth Management, LLC68,276$1.55M0.66%-18113F-HRTimeline
Mutual Advisors, LLC66,593$1.51M0.04%-2,87713F-HRTimeline
Legacy Edge Advisors, LLC61,984$1.41M0.22%+1,07113F-HRTimeline
PROFFITT & GOODSON INC61,794$1.4M0.23%+2,19913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC61,512$1.4M0.24%+2,68813F-HRTimeline
Elios Financial Group Inc.60,720$1.38M0.65%-2,49313F-HRTimeline
Sanctuary Advisors, LLC58,817$1.35M0.01%-5,49913F-HRTimeline
FLOW TRADERS U.S. LLC57,810$1.31M0.05%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC57,660$1.31M0.01%+13,26613F-HRTimeline
Steward Partners Investment Advisory, L…56,490$1.28M0.01%+4,94513F-HRTimeline
JNBA Financial Advisors55,534$1.26M0.13%+17,12413F-HRTimeline
Sequoia Financial Advisors, LLC51,976$1.18M0.01%+27,28313F-HR/ATimeline
CHOREO, LLC51,557$1.17M0.02%-4,30313F-HRTimeline
HighTower Advisors, LLC50,941$1.16M<0.01%+15,37513F-HRTimeline
SageView Advisory Group, LLC50,559$1.15M0.05%-11913F-HRTimeline
Vision Capital Management, Inc.49,368$1.12M0.16%+1,87213F-HRTimeline
Private Wealth Management Group, LLC49,016$1.11M0.43%+78513F-HRTimeline
BIRCHBROOK, INC.48,109$1.09M0.62%+1,36113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …48,352$1.09M0.06%-14,96713F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co47,722$1.08M0.01%+28,20313F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES45,995$1.05M0.4%new13F-HRTimeline
RFG Advisory, LLC44,911$1.02M0.03%+22,91213F-HRTimeline
Affinity Capital Advisors, LLC44,986$1.01M0.19%+9,18313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC43,658$992K0.06%+1,19113F-HR/ATimeline
Austin Private Wealth, LLC41,258$937K0.09%-4,83613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC40,247$914K0.02%+1,74513F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…39,833$905K0.02%+4,43413F-HRTimeline
MGO ONE SEVEN LLC39,187$890K0.03%-4,09813F-HRTimeline
WealthShield Partners, LLC38,406$873K0.12%-15,13313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,972$863K<0.01%+3913F-HRTimelineGroup
GeoWealth Management, LLC37,824$859K0.03%+36,42913F-HRTimeline
Trilogy Capital Inc.36,476$829K0.04%-1,56813F-HRTimeline
World Investment Advisors36,358$826K0.02%-1,03213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,081$820K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.35,880$815K0.01%-4,38213F-HRTimeline
PAYDEN & RYGEL35,557$808K0.07%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…34,939$794K0.03%+1,41413F-HRTimelineGroup
Aprio Wealth Management, LLC34,755$790K0.12%+46413F-HRTimeline
LifePlan Investment Advisors, Inc.34,656$787K0.49%+11,16713F-HRTimeline
Van Hulzen Asset Management, LLC34,308$779K0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…34,282$779K0.04%+1,56313F-HRTimelineGroup
Willow Creek Wealth Management Inc.33,984$772K0.08%+1,96613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.33,890$770K0.04%-2,74013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV33,213$755K<0.01%-3,88613F-HRTimeline
THEORY FINANCIAL LLC32,771$745K0.31%+20,19913F-HRTimeline
WEALTH ALLIANCE, LLC30,902$702K0.08%-1,53513F-HRTimeline
Maiden Cove Capital, LLC30,848$701K0.66%+11,05213F-HRTimeline
Oregon Pacific Wealth Management, LLC30,722$698K0.68%13F-HRTimeline
MA Private Wealth30,670$697K0.13%+10013F-HRTimeline
Blue Edge Capital, LLC29,969$681K0.11%+4,92313F-HRTimeline
Schneider Downs Wealth Management Advis…29,882$679K0.13%+19,17913F-HRTimeline
Orion Porfolio Solutions, LLC29,359$667K0.01%+3,27713F-HRTimeline
Orion Portfolio Solutions, LLC29,359$667K0.01%+3,27713F-HRTimeline
Integrated Wealth Concepts LLC28,917$657K0.01%-32,80713F-HRTimeline
McKinley Carter Wealth Services, Inc.28,911$657K0.04%+2,19313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC28,325$644K0.33%13F-HRTimeline
Keystone Financial Services27,166$617K0.24%013F-HRTimeline
Neumann Capital Management, LLC26,875$611K0.2%013F-HRTimeline
STOCK YARDS BANK & TRUST CO26,620$605K0.02%+67513F-HRTimeline
PFG Advisors26,504$602K0.04%+6,56713F-HRTimeline
Farther Finance Advisors, LLC26,424$600K0.02%+87413F-HRTimeline
Continuum Advisory, LLC25,747$585K0.07%+1,40413F-HRTimeline
UMB Bank, n.a.25,729$585K0.01%-17,37713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Venturi Wealth Management, LLC25,279$574K0.03%+2,00413F-HRTimeline
Larson Financial Group LLC24,624$559K0.03%+1,13413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…24,342$554K0.03%-1,59713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,412$532K<0.01%-5,47513F-HRTimelineGroup
Buttonwood Financial Group, LLC22,794$519K0.29%-52013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,691$516K<0.01%new13F-HRTimelineGroup
Wells Financial Advisors INC22,345$508K0.69%+1,81013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding22,205$505K+2,736Timeline
Corient Private Wealth LPin group Corient Private Wealth LP22,145$503K<0.01%+3,64813F-HRTimelineGroup
BEACON FINANCIAL GROUP22,144$503K0.05%+4213F-HRTimeline
Diversified Enterprises, LLC21,306$484K0.05%-18313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp21,208$482K<0.01%-7,67713F-HRTimelineGroup
CIBC WORLD MARKET INC.20,000$454K<0.01%013F-HRTimeline
US FINANCIAL ADVISORS, LLC19,622$446K0.14%+36113F-HRTimeline
RWA WEALTH PARTNERS, LLC18,735$426K0.01%+63313F-HRTimeline
Lifelong Wealth Advisors, Inc.18,402$418K0.19%13F-HRTimeline
Focus Financial Network, Inc.18,167$413K0.02%+2513F-HRTimeline
Evergreen Private Wealth LLC18,167$413K0.19%-3,10813F-HRTimeline
Peak Financial Management, Inc.17,863$406K0.12%+4013F-HRTimeline
Dynamic Advisor Solutions LLC17,846$405K0.02%+1,01813F-HRTimeline
Golden State Wealth Management, LLC17,782$404K0.06%13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/17,766$404K0.02%-16,38213F-HRTimeline
Spectrum Planning & Advisory Services I…16,979$386K0.33%-17013F-HRTimeline
Mariner, LLCin group Mariner, LLC16,941$385K<0.01%new13F-HRTimelineGroup
Maia Wealth LLC16,663$382K0.08%+1,00513F-HRTimeline
JB Capital LLC16,620$378K0.02%+4,59713F-HRTimeline
Bragg Financial Advisors, Inc16,394$372K0.02%+75713F-HRTimeline
Savvy Advisors, Inc.16,171$367K0.04%new13F-HRTimeline
Strategic Blueprint, LLC16,046$365K0.02%+16913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,985$363K0.03%+3,36413F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC15,933$362K0.07%013F-HRTimeline
Regal Investment Advisors LLC15,737$358K0.03%-2,07813F-HRTimeline
Patriot Financial Group Insurance Agenc…15,613$355K0.05%-12,04313F-HRTimeline
LexAurum Advisors, LLC15,347$349K0.07%-30413F-HRTimeline
Occidental Asset Management, LLC15,336$348K0.05%+3,92713F-HRTimeline
Braun-Bostich & Associates Inc.15,296$348K0.25%-23613F-HRTimeline
Walkner Condon Financial Advisors LLC14,831$337K0.07%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,734$335K0.01%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,420$328K0.01%+52113F-HRTimeline
Hoxton Planning & Management, LLC14,047$319K0.12%+28513F-HRTimeline
Tempus Wealth Planning, LLC13,959$317K0.1%+1,01913F-HRTimeline
Roberts Financial Services LLC13,853$315K0.06%+28013F-HRTimeline
WEDBUSH SECURITIES INC13,758$313K0.01%-36013F-HRTimeline
EQ LLC13,688$311K0.15%-1313F-HRTimeline
NOTTINGHAM ADVISORS, INC.13,514$307K0.04%-2,68013F-HRTimeline
Carr Financial Group Corp13,380$304K0.1%-20,00213F-HRTimeline
Veridan Wealth LLC13,316$303K0.14%13F-HRTimeline
WCG Wealth Advisors LLC13,318$303K0.02%-58113F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC13,004$295K0.18%new13F-HRTimeline
Level Financial Advisors12,982$295K0.11%-5313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC12,571$286K0.15%+9613F-HRTimeline
Capasso Planning Partners LLC12,570$286K0.11%+27713F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC12,500$284K0.1%-7913F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC12,476$283K0.01%+77913F-HRTimeline
Claro Advisors Inc.12,391$282K0.04%+8113F-HRTimeline
My Legacy Advisors, LLC12,279$278K0.11%-3,00013F-HRTimeline
Atria Investments, Inc12,110$275K<0.01%-7,46413F-HRTimeline
HARBOUR INVESTMENTS, INC.12,037$273K0.01%-46913F-HRTimeline
WEALTHGARDEN F.S. LLC12,018$273K0.26%new13F-HRTimeline
Baker Avenue Asset Management, LP12,010$273K0.01%-113F-HRTimeline
First Horizon Advisors, Inc.11,575$263K0.01%-75013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,530$262K<0.01%new13F-HR/ATimelineGroup
Modera Wealth Management, LLC11,457$260K<0.01%013F-HRTimeline
Marshall Financial Group, LLC11,446$260K0.06%-3,84013F-HRTimeline
COMERICA BANK11,387$259K<0.01%-213F-HR/ATimeline
AE Wealth Management LLC11,016$250K<0.01%-3,06013F-HRTimeline
TME FINANCIAL, INC.10,478$249K0.23%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,855$247K0.02%+80513F-HRTimeline
Finley Financial, LLC10,850$246K0.13%13F-HRTimeline
Independent Advisor Alliance10,728$244K<0.01%new13F-HRTimeline
Five Pine Wealth Management10,713$243K0.21%13F-HRTimeline
BLAIR WILLIAM & CO/IL10,405$236K<0.01%-1713F-HRTimeline
MANNING & NAPIER ADVISORS LLC10,281$234K<0.01%-26813F-HRTimeline
Pine Valley Investments Ltd Liability Co10,136$230K0.02%new13F-HRTimeline
Rockport Wealth LLC10,127$230K0.1%013F-HRTimeline