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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,373,027$216M-642,105Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,669,687$84.6M0.01%+245,00813F-HRTimelineGroup
Wealthfront Advisers LLC2,613,753$60.3M0.16%+232,55213F-HRTimeline
LPL Financial LLC1,907,165$44M0.02%+168,20513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,719,711$39.7M0.01%+28,80613F-HRTimelineGroup
Betterment LLC1,235,913$28.5M0.07%-113,55213F-HRTimeline
Creative Planningin group Creative Planning1,119,023$25.8M0.02%+37,08913F-HRTimelineGroup
Acorns Advisers, LLC1,066,553$24.6M0.24%+22,82613F-HRTimeline
BARINGS LLCin group BARINGS LLC1,009,387$23.3M0.58%-309,58213F-HRTimelineGroup
Fisher Asset Management, LLC987,049$22.8M0.01%+101,53313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY972,548$22.4M<0.01%-97,23813F-HRTimelineGroup
Cetera Investment Advisers646,028$14.9M0.03%+52,51613F-HRTimeline
FMR LLCin group FMR LLC590,680$13.6M<0.01%+65,00613F-HRTimelineGroup
CWM, LLCin group CWM, LLC537,863$12.4M0.05%-16,25713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC513,668$11.8M0.15%-7,64013F-HRTimelineGroup
IMPACTfolio, LLC448,282$10.3M5.43%+39,39413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN412,773$9.52M<0.01%-5,64213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA397,080$9.16M<0.01%+35,06713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG376,606$8.68M<0.01%-28,22813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC367,416$8.47M0.03%+17,34413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/353,680$8.16M<0.01%+50,16313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp298,432$6.88M<0.01%-19,45313F-HRTimelineGroup
Financial Engines Advisors L.L.C.295,723$6.82M0.01%+7,60213F-HRTimeline
One Wealth Advisors, LLC267,362$6.17M0.92%-19,12513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC235,576$5.43M0.01%+7,78113F-HRTimelineGroup
Invera Wealth Advisors, LLC232,333$5.36M3.46%+5,70513F-HR/ATimeline
Cambridge Investment Research Advisors,…219,148$5.05M0.02%-19,97713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC209,796$4.84M0.04%+4,38313F-HR/ATimelineGroup
Colorado Capital Management, Inc.205,974$4.75M2.21%new13F-HRTimeline
Perigon Wealth Management, LLC199,668$4.6M0.12%+23,46513F-HRTimeline
Atria Wealth Solutions, Inc.197,938$4.56M0.06%-10,29513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC195,491$4.51M<0.01%+4,95113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO192,489$4.44M0.08%+6,08113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC179,713$4.14M0.01%-2,65513F-HRTimeline
DOHJ, LLC173,997$4.01M0.92%-50,01913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…166,158$3.85M0.01%-63,99813F-HR/ATimelineGroup
Horst & Graben Wealth Management LLC160,198$3.69M0.66%-19,62113F-HRTimeline
Klaas Financial Asset Advisors, LLC154,604$3.57M0.61%+3,26713F-HRTimeline
Stanich Group LLC151,143$3.49M2.58%+4,36113F-HRTimeline
OneDigital Investment Advisors LLC147,465$3.4M0.04%-19,14113F-HRTimeline
Composition Wealth, LLC144,124$3.32M0.07%+1,92713F-HRTimeline
WESBANCO BANK INC143,139$3.3M0.11%-4,05413F-HRTimeline
Long Run Wealth Advisors, LLC143,051$3.3M0.75%-16,82613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.140,619$3.24M0.03%-1,55113F-HRTimelineGroup
Rossby Financial, LCC137,103$3.14M1.36%+14,50013F-HRTimeline
Allworth Financial LP134,019$3.06M0.02%-3,97613F-HRTimeline
Sharkey, Howes & Javer128,956$2.97M0.43%-1,44513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…121,787$2.81M0.02%+58313F-HRTimelineGroup
Legacy Edge Advisors, LLC121,014$2.79M0.44%+59,03013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,912$2.3M0.01%-7,73913F-HRTimelineGroup
Facet Wealth, Inc.99,909$2.27M0.06%-11,28613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC96,820$2.23M<0.01%+9213F-HRTimelineGroup
Janney Montgomery Scott LLC95,074$2.19M0.01%-6,41113F-HRTimeline
NewEdge Advisors, LLC85,625$1.97M0.01%-19,41713F-HRTimeline
Summit Wealth Group, LLC83,210$1.92M0.56%+2,91613F-HRTimeline
Investor's Fiduciary Advisor Network, L…80,542$1.86M0.88%-57313F-HRTimeline
Topel & Distasi Wealth Management, LLC79,681$1.84M0.86%+11,40513F-HRTimeline
Davis Wealth Advisors, LLC77,675$1.79M2.02%+2,18713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management77,088$1.78M0.03%-2,12913F-HRTimelineGroup
Charter Oak Capital Management, LLC76,658$1.77M0.16%+1,24113F-HRTimeline
SigFig Wealth Management, LLC74,667$1.72M0.06%-5,29113F-HRTimeline
LFA - Lugano Financial Advisors SA74,278$1.71M1.16%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.71,596$1.65M0.01%-12,56813F-HRTimelineGroup
GeoWealth Management, LLC70,756$1.63M0.07%+32,93213F-HRTimeline
Affinity Capital Advisors, LLC70,407$1.58M0.31%+25,42113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co63,272$1.46M0.02%+15,55013F-HRTimelineGroup
Sanctuary Advisors, LLC61,097$1.41M0.01%+2,28013F-HRTimeline
BIRCHBROOK, INC.60,857$1.4M0.79%+12,74813F-HRTimeline
Elios Financial Group Inc.60,680$1.4M0.69%-4013F-HRTimeline
Advisory Services Network, LLC60,107$1.39M0.03%-28,88113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,418$1.3M<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…53,917$1.24M0.01%-2,57313F-HRTimeline
HighTower Advisors, LLC53,843$1.24M<0.01%+2,90213F-HRTimeline
JNBA Financial Advisors51,814$1.19M0.12%-3,72013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC49,838$1.15M0.21%-11,67413F-HRTimeline
Sequoia Financial Advisors, LLC48,825$1.13M0.01%-3,15113F-HRTimeline
Mutual Advisors, LLC49,102$1.13M0.03%-17,49113F-HRTimeline
Vision Capital Management, Inc.48,723$1.12M0.16%-64513F-HRTimeline
EASTERN BANK47,816$1.1M0.02%-89,39013F-HRTimeline
RFG Advisory, LLC47,754$1.1M0.03%+2,84313F-HRTimeline
Private Wealth Management Group, LLC46,580$1.07M0.4%-2,43613F-HRTimeline
TOWNSQUARE CAPITAL LLC46,316$1.07M0.01%-11,34413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,670$1.03M<0.01%+21,97913F-HRTimelineGroup
Trilogy Capital Inc.42,331$976K0.05%+5,85513F-HRTimeline
WealthShield Partners, LLC40,375$931K0.12%+1,96913F-HRTimeline
Empirical Financial Services, LLC d.b.a…40,241$928K0.02%+40813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,917$920K0.01%+4,03713F-HRTimeline
Merit Financial Group, LLC39,316$907K0.01%new13F-HRTimeline
World Investment Advisors39,056$901K0.02%+2,69813F-HRTimeline
LifePlan Investment Advisors, Inc.38,894$897K0.52%+4,23813F-HRTimeline
MGO ONE SEVEN LLC38,694$892K0.03%-49313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …38,175$878K0.05%-10,17713F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC37,777$871K0.02%-2,47013F-HRTimelineGroup
Farther Finance Advisors, LLC37,797$870K0.02%+11,37313F-HRTimeline
Austin Private Wealth, LLC36,836$849K0.08%-4,42213F-HRTimeline
CHOREO, LLC36,552$843K0.01%-15,00513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…36,000$830K0.03%+1,06113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding35,959$829K+24,429Timeline
PAYDEN & RYGEL35,557$820K0.07%013F-HRTimeline
Willow Creek Wealth Management Inc.34,863$804K0.08%+87913F-HRTimeline
Van Hulzen Asset Management, LLC34,308$791K0.07%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33,851$781K0.04%-43113F-HRTimelineGroup
THEORY FINANCIAL LLC33,409$770K0.32%+63813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,225$766K<0.01%+1213F-HRTimeline
Orion Porfolio Solutions, LLC32,753$755K0.01%+3,39413F-HRTimeline
Orion Portfolio Solutions, LLC32,753$755K0.01%+3,39413F-HR/ATimeline
WEALTH ALLIANCE, LLC32,486$749K0.09%+1,58413F-HRTimeline
MA Private Wealth30,670$707K0.13%013F-HRTimeline
STOCK YARDS BANK & TRUST CO30,550$704K0.03%+3,93013F-HRTimeline
Oregon Pacific Wealth Management, LLC30,352$700K0.7%-37013F-HRTimeline
Schneider Downs Wealth Management Advis…29,882$689K0.12%013F-HRTimeline
Integrated Wealth Concepts LLC29,372$677K0.01%+45513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC29,130$672K0.03%+13,14513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,125$672K<0.01%+5,71313F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC28,873$666K0.36%+54813F-HRTimeline
Blue Edge Capital, LLC28,633$660K0.11%-1,33613F-HRTimeline
Neumann Capital Management, LLC27,275$629K0.22%+40013F-HRTimeline
SageView Advisory Group, LLC25,900$597K0.03%-24,65913F-HRTimeline
UMB Bank, n.a.25,729$593K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Continuum Advisory, LLC25,605$590K0.08%-14213F-HRTimeline
Aprio Wealth Management, LLC25,238$582K0.07%-9,51713F-HRTimeline
PFG Advisors25,214$581K0.03%-1,29013F-HRTimeline
Venturi Wealth Management, LLC24,799$572K0.03%-48013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,423$540K<0.01%+1,27813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,982$530K<0.01%-14,99013F-HRTimelineGroup
MBE Wealth Management, LLC22,793$526K0.25%new13F-HRTimeline
Keystone Financial Services22,435$517K0.2%-4,73113F-HRTimeline
Wells Financial Advisors INC22,345$515K0.71%013F-HRTimeline
US FINANCIAL ADVISORS, LLC22,235$513K0.15%+2,61313F-HRTimeline
BEACON FINANCIAL GROUP22,144$511K0.06%013F-HRTimeline
Buttonwood Financial Group, LLC22,675$509K0.3%-11913F-HRTimeline
Mariner, LLCin group Mariner, LLC22,023$508K<0.01%+5,08213F-HRTimelineGroup
McGinn Penninger Investment Management,…21,293$491K0.32%new13F-HRTimeline
Hoxton Planning & Management, LLC20,967$483K0.18%+6,92013F-HRTimeline
PROFFITT & GOODSON INC20,699$477K0.08%-41,09513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,290$467K<0.01%+10,50813F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC20,093$463K0.02%+2,24713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp19,916$459K<0.01%-1,29213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS19,362$446K<0.01%new13F-HRTimeline
Spectrum Planning & Advisory Services I…19,362$446K0.37%+2,38313F-HRTimeline
Lifelong Wealth Advisors, Inc.19,172$442K0.21%+77013F-HRTimeline
Prime Capital Investment Advisors, LLC19,023$439K0.01%new13F-HRTimeline
Peak Financial Management, Inc.18,323$423K0.13%+46013F-HRTimeline
Focus Financial Network, Inc.18,286$422K0.02%+11913F-HRTimeline
Golden State Wealth Management, LLC18,266$421K0.06%+48413F-HR/ATimeline
Evergreen Private Wealth LLC18,161$419K0.2%-613F-HRTimeline
RWA WEALTH PARTNERS, LLC18,041$416K0.01%-69413F-HRTimeline
Diversified Enterprises, LLC17,886$412K0.03%-3,42013F-HRTimeline
Tempus Wealth Planning, LLC17,769$410K0.12%+3,81013F-HRTimeline
Bragg Financial Advisors, Inc17,213$397K0.02%+81913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/17,141$395K0.02%-62513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding16,707$385K-5,498Timeline
Regal Investment Advisors LLC16,692$385K0.03%+95513F-HRTimeline
JB Capital LLC15,602$360K0.02%-1,01813F-HRTimeline
Larson Financial Group LLC15,113$349K0.02%-9,51113F-HRTimeline
Occidental Asset Management, LLC15,075$348K0.05%-26113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,928$344K0.01%+19413F-HRTimeline
Strategic Blueprint, LLC14,794$341K0.02%-1,25213F-HRTimeline
LexAurum Advisors, LLC14,749$340K0.07%-59813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC14,748$340K0.07%-1,18513F-HRTimeline
EQ LLC14,654$338K0.16%+96613F-HRTimeline
SOFI WEALTH, LLC14,557$336K0.03%+13,82713F-HRTimeline
Maia Wealth LLC14,757$333K0.08%-1,90613F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,420$333K0.01%013F-HRTimeline
Braun-Bostich & Associates Inc.14,214$328K0.24%-1,08213F-HRTimeline
Patriot Financial Group Insurance Agenc…13,994$323K0.04%-1,61913F-HRTimeline
Roberts Financial Services LLC13,970$322K0.06%+11713F-HRTimeline
HARBOUR INVESTMENTS, INC.13,924$321K0.01%+1,88713F-HRTimeline
WEDBUSH SECURITIES INC13,467$311K0.01%-29113F-HRTimeline
Carr Financial Group Corp13,478$311K0.1%+9813F-HRTimeline
Savvy Advisors, Inc.13,430$310K0.03%-2,74113F-HRTimeline
Level Financial Advisors12,915$298K0.1%-6713F-HRTimeline
WEALTHGARDEN F.S. LLC12,869$297K0.29%+85113F-HRTimeline
Capasso Planning Partners LLC12,586$290K0.12%+1613F-HRTimeline
Five Pine Wealth Management12,546$289K0.24%+1,83313F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC12,319$284K0.17%-68513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,303$284K<0.01%new13F-HRTimelineGroup
My Legacy Advisors, LLC12,219$282K0.11%-6013F-HRTimeline
Atria Investments, Inc11,973$276K<0.01%-13713F-HRTimeline
Claro Advisors Inc.11,966$276K0.04%-42513F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC11,591$267K0.1%-90913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC11,508$265K0.14%-1,06313F-HRTimeline
Modera Wealth Management, LLC11,494$265K<0.01%+3713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,366$262K0.01%+2,41013F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.11,235$259K0.04%-2,27913F-HRTimeline
COMERICA BANK11,204$258K<0.01%-18313F-HRTimeline
First Horizon Advisors, Inc.11,021$254K0.01%-55413F-HRTimeline
High Falls Advisors, Inc10,986$253K0.06%new13F-HRTimeline
WCG Wealth Advisors LLC10,934$252K0.02%-2,38413F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,898$251K<0.01%new13F-HRTimelineGroup
Finley Financial, LLC10,850$250K0.14%013F-HRTimeline
Pine Valley Investments Ltd Liability Co10,665$246K0.02%+52913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,661$246K0.02%-19413F-HRTimeline
BLAIR WILLIAM & CO/IL10,427$240K<0.01%+2213F-HRTimeline
TME FINANCIAL, INC.10,425$240K0.21%-5313F-HRTimeline
Marshall Financial Group, LLC10,364$239K0.05%-1,08213F-HRTimeline
Baker Avenue Asset Management, LP10,174$235K0.01%-1,83613F-HRTimeline
Rockport Wealth LLC10,127$234K0.08%013F-HRTimeline
Wharton Business Group, LLC10,045$232K0.01%013F-HRTimeline
Veridan Wealth LLC9,938$229K0.1%-3,37813F-HRTimeline