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Disclosery

SUSC ISHARES TR

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ETF (fund)

265 managers (269 13F filers) reported a position in SUSC shares at 2025-09-30, 45,744,098 shares in all. 31 filers opened a position and 16 filers sold out during the quarter.

Managers
265
13F filers
269
New
31
Added
159
Reduced
50
Sold out
16
Shares held by filers
45,744,098

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,591,581$273M+1,280,267Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,372,660$103M0.01%+493,21213F-HR/ATimelineGroup
Wealthfront Advisers LLC3,313,443$78.1M0.18%+272,96913F-HRTimeline
LPL Financial LLC2,891,293$68.1M0.02%+494,93013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,527,281$35.9M0.01%-122,51913F-HRTimelineGroup
Betterment LLC1,508,421$35.5M0.07%+88,78613F-HRTimeline
Creative Planningin group Creative Planning1,212,158$28.6M0.02%+52,80513F-HRTimelineGroup
Acorns Advisers, LLC973,223$22.9M0.18%+46,52413F-HRTimeline
Cetera Investment Advisers884,962$20.8M0.02%+127,23313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY841,600$19.8M<0.01%+41,30413F-HR/ATimelineGroup
FMR LLCin group FMR LLC822,279$19.4M<0.01%+82,01113F-HRTimelineGroup
Fisher Asset Management, LLC765,206$18M0.01%-253,15113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC703,779$16.6M0.13%+109,66813F-HRTimelineGroup
CWM, LLCin group CWM, LLC673,636$15.9M0.05%+35,35813F-HRTimelineGroup
IMPACTfolio, LLC504,115$11.9M5.12%+38,22213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA464,590$10.9M<0.01%+44,56713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN424,569$10M<0.01%+12,85713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC422,567$9.96M0.03%+6,17713F-HRTimeline
UBS Group AGin group UBS Group AG389,288$9.17M<0.01%+12,53013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/374,005$8.81M<0.01%+13,06113F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp328,796$7.75M<0.01%+33,38613F-HRTimelineGroup
One Wealth Advisors, LLC322,880$7.61M0.95%+19,13713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC296,881$6.99M0.01%+36,72013F-HRTimelineGroup
Financial Engines Advisors L.L.C.281,429$6.63M0.01%+25,33113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC256,553$6.04M<0.01%+52,59713F-HRTimelineGroup
Cambridge Investment Research Advisors,…252,912$5.96M0.02%+24,33913F-HRTimeline
Invera Wealth Advisors, LLC243,824$5.74M3.54%+3,77013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…236,795$5.58M0.01%+215,04013F-HRTimelineGroup
Stanich Group LLC235,868$5.56M3.4%new13F-HRTimeline
Perigon Wealth Management, LLC228,479$5.38M0.11%+14,46013F-HRTimeline
Janney Montgomery Scott LLC225,646$5.32M0.01%+74,66213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO207,589$4.89M0.07%+14,41213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…203,000$4.78M0.03%+60,80613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC201,270$4.74M0.01%+16,92313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC200,704$4.73M0.03%-1,04413F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.198,559$4.68M0.03%+37,69113F-HRTimelineGroup
Horst & Graben Wealth Management LLC197,923$4.66M0.71%+25,80313F-HRTimeline
OneDigital Investment Advisors LLC186,577$4.4M0.05%+23,13913F-HRTimeline
Colorado Capital Management, Inc.186,445$4.39M1.7%-7,19013F-HRTimeline
Composition Wealth, LLC180,660$4.26M0.06%-83,10613F-HRTimeline
Sharkey, Howes & Javer174,889$4.12M0.53%+16,03113F-HRTimeline
Legacy Edge Advisors, LLC162,289$3.82M0.45%+42,89113F-HRTimeline
WESBANCO BANK INC153,804$3.62M0.1%+5,59113F-HRTimeline
Long Run Wealth Advisors, LLC153,740$3.62M0.71%+8,93213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.153,735$3.61M0.01%+21,77713F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC152,713$3.6M0.54%-3,68813F-HRTimeline
Rossby Financial, LCC123,907$2.92M0.97%+99013F-HRTimeline
Allworth Financial LP122,593$2.89M0.01%-2213F-HRTimeline
BARINGS LLCin group BARINGS LLC121,432$2.86M0.05%-25,74113F-HRTimelineGroup
GeoWealth Management, LLC119,407$2.81M0.1%+18,76713F-HRTimeline
Facet Wealth, Inc.106,074$2.5M0.05%+3,72913F-HRTimeline
SigFig Wealth Management, LLC98,675$2.33M0.07%+11,20313F-HRTimeline
Summit Wealth Group, LLC94,129$2.22M0.54%+11,83313F-HRTimeline
NewEdge Advisors, LLC93,860$2.21M0.01%+6,76313F-HRTimeline
Davis Wealth Advisors, LLC88,100$2.08M1.86%+10,43413F-HRTimeline
Topel & Distasi Wealth Management, LLC83,642$1.97M0.97%-31813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management81,450$1.92M0.02%+8,07813F-HRTimelineGroup
Merit Financial Group, LLC80,763$1.9M0.02%+20,93413F-HR/ATimeline
Charter Oak Capital Management, LLC80,121$1.89M0.15%+7,81713F-HRTimeline
Sanctuary Advisors, LLC79,447$1.87M0.01%+9,43313F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.77,813$1.83M0.01%+6,07413F-HRTimelineGroup
Steward Partners Investment Advisory, L…69,891$1.65M0.01%+10,02413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC69,325$1.63M<0.01%-25,95813F-HRTimelineGroup
Orion Porfolio Solutions, LLC66,811$1.57M0.01%+22,31713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding65,348$1.54M+48,523Timeline
Investor's Fiduciary Advisor Network, L…65,302$1.54M0.52%+5,56013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co64,723$1.52M0.02%+53413F-HRTimelineGroup
BIRCHBROOK, INC.62,715$1.48M0.76%-4,34413F-HRTimeline
Affinity Capital Advisors, LLC61,111$1.44M0.22%-3,00813F-HRTimeline
Advisory Services Network, LLC60,531$1.43M0.02%+90313F-HRTimeline
RFG Advisory, LLC57,231$1.35M0.03%+2,79913F-HRTimeline
FLOW TRADERS U.S. LLC56,556$1.33M0.05%+24,88213F-HRTimeline
HighTower Advisors, LLC55,589$1.31M<0.01%+2,11413F-HRTimeline
MGO ONE SEVEN LLC54,398$1.28M0.03%+9,68213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC52,381$1.23M0.2%+1,30913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding51,639$1.21M+17,415Timeline
Farther Finance Advisors, LLC51,115$1.2M0.02%+12,42813F-HRTimeline
One Capital Management, LLC49,946$1.18M0.04%new13F-HRTimeline
World Investment Advisors49,276$1.16M0.02%+6,46113F-HRTimeline
Private Wealth Management Group, LLC49,244$1.16M0.32%+3,30613F-HRTimeline
JNBA Financial Advisors48,764$1.15M0.1%+52713F-HRTimeline
LifePlan Investment Advisors, Inc.47,079$1.11M0.47%+2,42513F-HRTimeline
WealthShield Partners, LLC45,788$1.08M0.12%+6,06513F-HRTimeline
Vision Capital Management, Inc.45,150$1.06M0.13%-4,85613F-HRTimeline
Empirical Financial Services, LLC d.b.a…45,087$1.06M0.02%+1,47013F-HRTimeline
THEORY FINANCIAL LLC43,788$1.04M0.37%+2,55313F-HRTimeline
Trilogy Capital Inc.43,986$1.04M0.05%+1,12513F-HRTimeline
Sequoia Financial Advisors, LLC43,619$1.03M0.01%+14413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…43,576$1.03M0.04%+5,69413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,296$1.02M<0.01%+5,36513F-HRTimelineGroup
Austin Private Wealth, LLC41,641$981K0.08%-1,69313F-HRTimeline
&PARTNERS39,719$936K0.01%+24,99313F-HRTimeline
Schneider Downs Wealth Management Advis…38,911$917K0.11%+2,29213F-HRTimeline
White Lighthouse Investment Management …37,869$892K0.14%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC36,966$871K0.39%+1,68213F-HRTimeline
PAYDEN & RYGEL35,557$838K0.07%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding35,324$832K-3,814Timeline
Van Hulzen Asset Management, LLC34,308$808K0.06%013F-HRTimeline
SOFI WEALTH, LLC34,265$807K0.04%+8,64713F-HRTimeline
WEALTH ALLIANCE, LLC34,260$807K0.08%+4,14613F-HRTimeline
Willow Creek Wealth Management Inc.34,237$807K0.07%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,056$802K<0.01%+46013F-HRTimeline
Integrated Wealth Concepts LLC33,837$797K0.01%-6,29313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC32,737$771K0.03%+73913F-HRTimelineGroup
MA Private Wealth32,616$768K0.13%+1,94613F-HRTimeline
STOCK YARDS BANK & TRUST CO30,550$720K0.02%013F-HRTimeline
Buttonwood Financial Group, LLC30,199$711K0.31%+5,23413F-HRTimeline
Oregon Pacific Wealth Management, LLC29,989$707K0.61%+22813F-HRTimeline
RCS Financial Planning, LLC29,265$689K0.31%new13F-HRTimeline
Aprio Wealth Management, LLC29,049$684K0.07%+32913F-HRTimeline
Atria Investments, Inc28,126$663K0.01%+13,00813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC27,437$646K0.01%-4,05913F-HRTimelineGroup
Continuum Advisory, LLC27,333$644K0.07%+1,38913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …26,637$624K0.02%-5,08713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,856$608K<0.01%+2,62813F-HRTimelineGroup
UMB Bank, n.a.25,729$606K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hoxton Planning & Management, LLC25,385$598K0.19%+3,56613F-HRTimeline
Mariner, LLCin group Mariner, LLC25,373$598K<0.01%-2,12313F-HRTimelineGroup
Neumann Capital Management, LLC25,150$593K0.17%-1,80013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,902$587K<0.01%new13F-HRTimelineGroup
Blue Edge Capital, LLC24,745$583K0.08%-40913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,727$583K<0.01%-17913F-HRTimelineGroup
SageView Advisory Group, LLC24,680$581K0.02%+65413F-HRTimeline
PFG Advisors24,011$566K0.02%-1,04813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,930$564K<0.01%+45013F-HRTimelineGroup
Venturi Wealth Management, LLC23,861$562K0.03%-8213F-HRTimeline
CHOREO, LLC23,679$558K0.01%-78613F-HRTimeline
Keystone Financial Services23,358$550K0.17%+49213F-HRTimeline
Maia Wealth LLC22,965$538K0.09%+5,00613F-HRTimeline
Tempus Wealth Planning, LLC22,753$536K0.12%+48113F-HRTimeline
Lifelong Wealth Advisors, Inc.22,676$534K0.16%+6613F-HRTimeline
Wells Financial Advisors INC22,345$526K0.7%013F-HRTimeline
BEACON FINANCIAL GROUP22,282$525K0.05%+15513F-HRTimeline
JB Capital LLC22,112$521K0.02%+3,30613F-HRTimeline
Regal Investment Advisors LLC21,870$515K0.03%+3,31113F-HRTimeline
PROFFITT & GOODSON INC21,312$502K0.07%+97113F-HRTimeline
Spectrum Planning & Advisory Services I…20,421$481K0.27%+1,47813F-HRTimeline
Focus Financial Network, Inc.20,250$477K0.02%+3,25913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,081$473K0.01%+6,49513F-HRTimeline
Peak Financial Management, Inc.19,967$470K0.12%+43213F-HRTimeline
Evergreen Private Wealth LLC19,215$453K0.18%-1,24513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,057$449K<0.01%-30113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,815$443K0.01%+4,72413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC18,691$440K0.01%+2,81413F-HRTimeline
Golden State Wealth Management, LLC18,370$433K0.05%+91913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/18,251$430K0.02%+37013F-HRTimeline
Bragg Financial Advisors, Inc18,181$428K0.01%+1,83113F-HRTimeline
MBE Wealth Management, LLC18,060$425K0.18%-4,77513F-HRTimeline
Dynamic Advisor Solutions LLC17,181$405K0.01%-40013F-HRTimeline
Braun-Bostich & Associates Inc.16,931$399K0.25%+1,76613F-HRTimeline
McIlrath & Eck, LLC16,609$391K0.04%+16,45613F-HRTimeline
WEDBUSH SECURITIES INC16,536$390K0.01%+1,56913F-HRTimeline
EQ LLC16,275$383K0.13%-32413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC16,152$381K0.19%+1,38713F-HRTimeline
Carr Financial Group Corp15,785$372K0.1%+2,15813F-HRTimeline
Larson Financial Group LLC15,682$369K0.01%+40213F-HRTimeline
GC Wealth Management RIA, LLC15,618$368K0.01%new13F-HRTimeline
Occidental Asset Management, LLC15,575$367K0.05%+47513F-HRTimeline
LexAurum Advisors, LLC15,115$356K0.05%+54613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,084$355K<0.01%+4,23013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,953$352K0.01%+1,96313F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC14,404$339K0.17%+25813F-HRTimeline
HARBOUR INVESTMENTS, INC.14,197$334K0.01%+61413F-HRTimeline
COMERICA BANK14,136$333K<0.01%+1,97613F-HRTimeline
Savvy Advisors, Inc.14,024$330K0.02%-1213F-HRTimeline
Patriot Financial Group Insurance Agenc…13,999$330K0.04%+55313F-HRTimeline
Beacon Pointe Advisors, LLC13,969$329K<0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC13,746$327K0.23%+87313F-HRTimeline
Five Pine Wealth Management12,991$306K0.21%+23613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,686$299K<0.01%-1,06113F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.12,295$290K0.04%+4113F-HRTimeline
Two West Capital Advisors LLC12,056$287K0.17%+1,46813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,105$285K<0.01%+28113F-HRTimelineGroup
Talisman Wealth Advisors LLC12,078$285K0.24%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,070$284K0.09%+2,43213F-HRTimeline
Pine Valley Investments Ltd Liability Co11,889$280K0.01%-18513F-HRTimeline
Capital Asset Advisory Services LLC11,731$276K0.01%+2,14713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,731$276K0.01%+2,14713F-HRTimeline
JFS WEALTH ADVISORS, LLC11,719$276K0.02%+1,52113F-HRTimeline
RWA WEALTH PARTNERS, LLC11,715$276K<0.01%-70013F-HRTimeline
Modera Wealth Management, LLC11,494$271K<0.01%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.11,379$268K0.09%new13F-HRTimeline
AE Wealth Management LLC11,376$268K<0.01%+8813F-HRTimeline
Strategic Blueprint, LLC11,270$266K0.01%+12313F-HRTimeline
CFS Investment Advisory Services, LLC10,888$259K0.02%+81213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,906$257K<0.01%new13F-HRTimeline
Finley Financial, LLC10,850$256K0.12%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,842$255K0.04%013F-HRTimeline
SAX WEALTH ADVISORS, LLC10,746$253K0.01%+86113F-HRTimeline
WBH ADVISORY INC10,740$253K0.02%+1,47613F-HRTimeline
Gateway Wealth Partners, LLC10,514$248K0.03%+1,17913F-HRTimeline
BLAIR WILLIAM & CO/IL10,410$245K<0.01%-5813F-HRTimeline
Marshall Financial Group, LLC10,385$245K0.05%-58413F-HRTimeline
Copperleaf Capital, LLC10,366$244K0.12%+1,62313F-HRTimeline
Keener Financial Planning LLC10,373$244K0.11%+1,70513F-HRTimeline
Rockport Wealth LLC10,127$239K0.05%013F-HRTimeline
Baker Avenue Asset Management, LP10,114$238K0.01%+53113F-HRTimeline
Veridan Wealth LLC10,048$237K0.08%13F-HRTimeline
Wharton Business Group, LLC10,045$237K0.01%013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC9,859$232K0.07%-92913F-HRTimeline