# ISHARES TR (SUSA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SUSA/

- Reporting holders: 26
- Reported value: $66.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $44.2M | 284,219 | 15.4% | 16 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $4.7M | 30,483 | 0.3% | 31 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $2.4M | 15,387 | 0.4% | 14 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.3M | 14,616 | 0.0% | 4 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.9M | 12,506 | 0.2% | 32 |
| [New Covenant Trust Company, N.A.](https://holderbook.com/funds/2023097-new-covenant-trust-company-n-a/) | $1.9M | 12,129 | 1.3% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.6M | 10,017 | 0.0% | 16 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $1.1M | 7,381 | 0.1% | 12 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $901.4K | 5,790 | 0.2% | 22 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $653.9K | 4,200 | 0.4% | 8 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $596.3K | 3,830 | 0.0% | 3 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $573.2K | 3,682 | 0.1% | 31 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $571.5K | 3,660 | 0.4% | 4 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $531.2K | 3,412 | 0.4% | 8 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $383.6K | 2,464 | 0.0% | 28 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $374.7K | 2,407 | 0.0% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $362.4K | 2,328 | 0.0% | 16 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $316.2K | 2,031 | 0.0% | 4 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $311.2K | 1,999 | 0.0% | 15 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $233.5K | 1,500 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $148.5K | 954 | 0.0% | 4 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $100.6K | 646 | 0.0% | 19 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $74.4K | 478 | 0.0% | 9 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $54.5K | 350 | 0.0% | 18 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $29.6K | 190 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 26 | $66.5M |
| Q2 2026 | 535 | $2.7B |
| Q1 2026 | 518 | $2.3B |
| Q4 2025 | 539 | $2.4B |
| Q3 2025 | 501 | $2.3B |
| Q2 2025 | 494 | $2.2B |
| Q1 2025 | 479 | $2.1B |
| Q4 2024 | 484 | $3.1B |
| Q3 2024 | 460 | $3.2B |
| Q2 2024 | 451 | $3.0B |
| Q1 2024 | 454 | $2.5B |
| Q4 2023 | 456 | $4.4B |