ISHARES TR (SUSA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
515
Reporting holders
$2.5B
Reported value
0.0%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $222.3M | 1,440,521 | 0.01% | 31q | -1.4%-$3.2M |
| MORGAN STANLEY | $182.1M | 1,180,021 | 0.01% | 35q | +18.1%+$27.9M |
| PNC Financial Services Group, Inc. | $163.2M | 1,057,780 | 0.08% | 31q | -0.7%-$1.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $151.6M | 982,779 | 0.09% | 20q | +147.1%+$90.3M |
| ROYAL BANK OF CANADA | $103.3M | 669,168 | 0.02% | 31q | -2.7%-$2.9M |
| SPINNAKER TRUST | $87.3M | 565,699 | 4.24% | 25q | -1.2%-$1.1M |
| M&T Bank Corp | $86.9M | 563,054 | 0.25% | 26q | +47.8%+$28.1M |
| IMA Advisory Services, Inc. | $80.9M | 524,325 | 5.06% | 6q | HELD |
| BlackRock, Inc. | $74.4M | 482,294 | 0.00% | 8q | -1.1%-$793.3K |
| AMERIPRISE FINANCIAL INC | $74.0M | 479,718 | 0.01% | 31q | -50.9%-$76.8M |
| MISSION WEALTH MANAGEMENT, LP | $67.1M | 434,837 | 0.82% | 31q | +5.5%+$3.5M |
| WELLS FARGO & COMPANY/MN | $60.3M | 390,877 | 0.01% | 31q | -50.2%-$60.7M |
| JPMORGAN CHASE & CO | $58.4M | 381,259 | 0.00% | 31q | -3.3%-$2.0M |
| UBS Group AG | $51.9M | 336,349 | 0.01% | 31q | -4.0%-$2.2M |
| Shira Ridge Wealth Management | $44.5M | 288,096 | 15.51% | 15q | -1.0%-$444.1K |
| LPL Financial LLC | $43.3M | 280,854 | 0.01% | 31q | -8.6%-$4.1M |
| ENVESTNET ASSET MANAGEMENT INC | $35.5M | 230,321 | 0.01% | 31q | -5.6%-$2.1M |
| Baird Financial Group, Inc. | $29.7M | 192,575 | 0.04% | 27q | +4.2%+$1.2M |
| Mariner, LLC | $29.2M | 189,670 | 0.03% | 30q | +3.1%+$889.0K |
| RAYMOND JAMES FINANCIAL INC | $27.6M | 178,987 | 0.01% | 7q | -9.8%-$3.0M |
| TRUIST FINANCIAL CORP | $20.3M | 131,445 | 0.02% | 31q | +1.0%+$209.1K |
| HM PAYSON & CO | $19.8M | 128,070 | 0.26% | 29q | -22.2%-$5.7M |
| Stewardship Advisors, LLC | $19.3M | 125,349 | 4.02% | 23q | +6.4%+$1.2M |
| Cetera Investment Advisers | $14.7M | 95,352 | 0.01% | 23q | -1.7%-$250.3K |
| Farrow Financial, Inc. | $14.3M | 92,788 | 7.64% | 11q | -4.9%-$731.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.0M | 90,668 | 0.02% | 31q | -2.6%-$369.7K |
| Quent Capital, LLC | $14.0M | 90,467 | 0.86% | 19q | -1.6%-$231.8K |
| US BANCORP \DE\ | $12.8M | 83,066 | 0.01% | 31q | +0.7%+$83.0K |
| World Investment Advisors | $12.5M | 94,823 | 0.21% | 9q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.3M | 78,893 | 0.02% | 18q | +3.4%+$402.0K |
| Glenview Trust Co | $12.2M | 85,000 | 0.09% | 31q | +100.0%+$6.1M |
| Creative Planning | $11.7M | 76,050 | 0.01% | 31q | +1.9%+$219.4K |
| HighTower Advisors, LLC | $11.2M | 72,894 | 0.01% | 31q | -15.7%-$2.1M |
| Fund Evaluation Group, LLC | $10.9M | 70,915 | 0.30% | 12q | +1.4%+$150.6K |
| NORTHERN TRUST CORP | $9.8M | 63,410 | 0.00% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.3M | 60,537 | 0.00% | 31q | -4.1%-$400.3K |
| eCIO, Inc. | $9.3M | 60,027 | 2.60% | 6q | -9.1%-$926.1K |
| BANK OF MONTREAL /CAN/ | $8.6M | 55,905 | 0.00% | 31q | +3.0%+$253.8K |
| Beacon Pointe Advisors, LLC | $8.4M | 54,403 | 0.04% | 18q | +79.2%+$3.7M |
| NewEdge Advisors, LLC | $8.2M | 53,342 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $8.1M | 52,635 | 0.01% | 26q | +14.0%+$996.8K |
| Accredited Investors Inc. | $8.1M | 52,268 | 0.35% | 31q | -1.3%-$106.9K |
| KEYBANK NATIONAL ASSOCIATION/OH | $8.0M | 51,561 | 0.03% | 31q | -3.5%-$284.4K |
| Advisory Services Network, LLC | $7.9M | 51,394 | 0.09% | 27q | +1.7%+$134.9K |
| REGIONS FINANCIAL CORP | $7.4M | 48,155 | 0.04% | 31q | -15.9%-$1.4M |
| Corundum Group, Inc. | $7.4M | 47,936 | 2.19% | 19q | -4.4%-$341.5K |
| Destination Wealth Management | $7.3M | 47,522 | 0.17% | 31q | +5.6%+$388.2K |
| Relyea Zuckerberg Hanson LLC | $7.3M | 47,448 | 0.31% | 25q | +98.9%+$3.6M |
| CAPTRUST FINANCIAL ADVISORS | $6.9M | 44,767 | 0.01% | 31q | +0.8%+$55.4K |
| MML INVESTORS SERVICES, LLC | $6.7M | 43,611 | 0.01% | 31q | +19.7%+$1.1M |
| JONES FINANCIAL COMPANIES LLLP | $6.6M | 43,704 | 0.00% | 13q | +15.2%+$874.3K |
| ASPIRIANT, LLC | $6.3M | 40,507 | 0.15% | 7q | -3.6%-$231.4K |
| HILLTOP WEALTH ADVISORS, LLC | $6.2M | 39,993 | 3.05% | 23q | -4.1%-$262.2K |
| D.A. DAVIDSON & CO. | $6.2M | 39,892 | 0.03% | 31q | HELD |
| Pathstone Holdings, LLC | $6.1M | 39,580 | 0.02% | 11q | +24.7%+$1.2M |
| Bear Mountain Capital, Inc. | $6.1M | 39,189 | 1.76% | 11q | +1.9%+$114.1K |
| Brookstone Capital Management | $6.0M | 39,116 | 0.06% | 25q | +7.0%+$395.3K |
| Rockefeller Capital Management L.P. | $6.0M | 38,874 | 0.01% | 8q | HELD |
| Roof Eidam Maycock Peralta, LLC | $5.8M | 37,420 | 1.14% | 21q | -1.9%-$112.2K |
| Laird Norton Wetherby Trust Company, LLC | $5.6M | 36,569 | 0.11% | 11q | +24.7%+$1.1M |
| Arax Advisory Partners | $5.4M | 35,082 | 0.04% | new | NEW |
| Cerity Partners LLC | $5.4M | 34,751 | 0.01% | 17q | -0.9%-$50.3K |
| Garde Capital, Inc. | $5.3M | 34,525 | 0.24% | 29q | HELD |
| Kestra Advisory Services, LLC | $5.3M | 34,192 | 0.02% | 24q | +24.6%+$1.0M |
| MGO ONE SEVEN LLC | $5.2M | 33,985 | 0.09% | 11q | -1.2%-$61.1K |
| BigSur Wealth Management LLC | $4.9M | 32,000 | 1.19% | 25q | HELD |
| TOMPKINS FINANCIAL CORP | $4.7M | 30,516 | 0.33% | 30q | -3.5%-$170.0K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $4.7M | 30,158 | 0.10% | 31q | +3.2%+$143.2K |
| Modern Wealth Management, LLC | $4.5M | 29,197 | 0.05% | 5q | HELD |
| STIFEL FINANCIAL CORP | $4.4M | 28,780 | 0.00% | 31q | -3.6%-$165.4K |
| Pure Financial Advisors, LLC | $4.4M | 28,649 | 0.06% | 6q | +1.4%+$62.0K |
| Robertson Stephens Wealth Management, LLC | $4.3M | 27,952 | 0.11% | 19q | -0.8%-$32.7K |
| Corient Private Wealth LP | $4.3M | 27,805 | 0.00% | 15q | +96.6%+$2.1M |
| NorthRock Partners, LLC | $4.2M | 26,909 | 0.06% | 31q | -1.2%-$52.0K |
| SageView Advisory Group, LLC | $3.9M | 25,224 | 0.13% | 9q | -13.9%-$627.1K |
| CPC Advisors, LLC | $3.8M | 24,789 | 0.52% | 27q | +1.3%+$48.5K |
| OneDigital Investment Advisors LLC | $3.8M | 24,528 | 0.03% | 15q | +0.9%+$35.2K |
| Focus Partners Wealth | $3.8M | 24,349 | 0.00% | 11q | +18.0%+$573.9K |
| VERITY Wealth Advisors | $3.6M | 23,263 | 2.17% | 31q | -1.2%-$44.9K |
| BAILARD, INC. | $3.5M | 23,001 | 0.07% | 31q | -4.0%-$146.0K |
| 3EDGE Asset Management, LP | $3.5M | 22,615 | 0.16% | 27q | +62.4%+$1.3M |
| &PARTNERS | $3.5M | 22,505 | 0.01% | 10q | +5.1%+$166.9K |
| Simmons Bank | $3.4M | 22,310 | 0.20% | 21q | HELD |
| Ledyard National Bank | $3.4M | 22,096 | 0.27% | 21q | -6.6%-$241.9K |
| Steward Partners Investment Advisory, LLC | $3.4M | 21,755 | 0.02% | 29q | -2.3%-$80.1K |
| BLAIR WILLIAM & CO/IL | $3.3M | 21,329 | 0.01% | 31q | +21.6%+$584.9K |
| Private Advisor Group, LLC | $3.2M | 20,872 | 0.01% | 31q | +8.9%+$262.3K |
| CITADEL ADVISORS LLC | $3.2M | 20,851 | 0.00% | new | NEW |
| CGN Advisors LLC | $3.2M | 20,793 | 0.23% | 12q | -1.6%-$51.7K |
| WHITTIER TRUST CO OF NEVADA INC | $3.1M | 20,387 | 0.06% | 31q | +4.0%+$121.5K |
| Shepherd Financial Partners LLC | $3.1M | 20,337 | 0.26% | 31q | HELD |
| Allworth Financial LP | $3.1M | 20,133 | 0.01% | 14q | +2.0%+$62.2K |
| Fingerlakes Wealth Management, Inc. | $3.1M | 20,132 | 1.67% | 19q | +7.1%+$207.2K |
| HB Wealth Management, LLC | $3.1M | 20,081 | 0.02% | 19q | -0.7%-$22.4K |
| Cresset Asset Management, LLC | $3.1M | 19,884 | 0.01% | 18q | HELD |
| Crestwood Advisors Group, LLC | $3.1M | 19,830 | 0.05% | 25q | HELD |
| FSA WEALTH PARTNERS, INC. | $3.0M | 19,329 | 0.75% | 11q | +182.3%+$1.9M |
| COMMERCE BANK | $2.8M | 18,295 | 0.01% | 31q | HELD |
| FMR LLC | $2.8M | 18,205 | 0.00% | 28q | +13.0%+$323.7K |
| Composition Wealth, LLC | $2.8M | 18,088 | 0.03% | 29q | -10.6%-$332.5K |
Showing the largest 100 of 535 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 515 | $2.5B | 16,066,394 | 43 | 95 | 146 | 0.0% |
| Q1 2026 | 496 | $2.1B | 15,947,302 | 19 | 106 | 155 | 0.0% |
| Q4 2025 | 516 | $2.3B | 16,185,440 | 34 | 104 | 137 | 0.0% |
| Q3 2025 | 477 | $2.1B | 15,548,943 | 31 | 79 | 154 | 0.0% |
| Q2 2025 | 468 | $2.1B | 16,316,375 | 28 | 89 | 176 | 0.0% |
| Q1 2025 | 455 | $2.0B | 17,064,327 | 22 | 83 | 167 | 0.0% |
| Q4 2024 | 457 | $2.1B | 17,416,763 | 18 | 91 | 158 | 0.0% |
| Q3 2024 | 432 | $2.2B | 18,666,007 | 27 | 82 | 135 | 0.0% |
| Q2 2024 | 418 | $2.1B | 18,657,610 | 17 | 84 | 150 | 0.0% |
| Q1 2024 | 422 | $2.3B | 21,390,931 | 30 | 98 | 152 | 0.0% |
| Q4 2023 | 422 | $4.3B | 42,546,900 | 34 | 122 | 107 | 0.0% |
| Q3 2023 | 386 | $2.4B | 26,734,936 | 15 | 92 | 121 | 0.0% |
| Q2 2023 | 392 | $2.1B | 22,184,621 | 24 | 98 | 119 | 0.0% |
| Q1 2023 | 384 | $1.7B | 19,853,720 | 31 | 100 | 113 | 0.0% |
| Q4 2022 | 361 | $1.4B | 16,960,509 | 36 | 94 | 98 | 0.0% |
| Q3 2022 | 395 | $1.7B | 22,749,088 | 20 | 117 | 115 | 0.0% |
| Q2 2022 | 416 | $1.9B | 23,051,056 | 27 | 143 | 106 | 0.0% |
| Q1 2022 | 433 | $2.4B | 24,573,530 | 30 | 138 | 123 | 0.0% |
| Q4 2021 | 447 | $3.0B | 27,915,708 | 44 | 162 | 90 | 0.0% |
| Q3 2021 | 389 | $2.0B | 21,159,164 | 28 | 147 | 71 | 0.7% |
| Q2 2021 | 372 | $1.9B | 19,495,925 | 36 | 132 | 78 | 0.8% |
| Q1 2021 | 355 | $1.7B | 19,226,749 | 36 | 139 | 62 | 0.5% |
| Q4 2020 | 332 | $1.2B | 14,929,511 | 33 | 263 | 2 | 0.7% |
| Q3 2020 | 291 | $940.6M | 6,416,704 | 30 | 82 | 75 | 0.0% |
| Q2 2020 | 271 | $758.4M | 5,681,811 | 40 | 76 | 67 | 0.0% |
| Q1 2020 | 244 | $525.0M | 4,793,727 | 21 | 84 | 54 | 0.0% |
| Q4 2019 | 251 | $542.7M | 3,996,805 | 33 | 78 | 35 | 0.0% |
| Q3 2019 | 220 | $452.6M | 3,672,999 | 20 | 69 | 35 | 0.0% |
| Q2 2019 | 208 | $543.8M | 4,453,829 | 22 | 79 | 24 | 0.0% |
| Q1 2019 | 205 | $459.2M | 3,883,957 | 26 | 63 | 41 | 0.0% |
| Q4 2018 | 200 | $382.3M | 3,709,580 | 2 | 5 | 3 | 0.0% |