# ISHARES TR (SUSB)

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

- Reporting holders: 13
- Reported value: $15.1M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $7.3M | 300,372 | 0.1% | 26 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $2.0M | 83,859 | 0.2% | 8 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $931.1K | 38,112 | 0.1% | 9 |
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $915.0K | 37,454 | 0.4% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $912.6K | 37,355 | 0.0% | 16 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $875.5K | 35,836 | 0.0% | 2 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $689.0K | 28,203 | 0.0% | 13 |
| [Exchange Bank](https://holderbook.com/funds/2001155-exchange-bank/) | $592.0K | 24,232 | 0.4% | 11 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $528.8K | 21,645 | 0.2% | 4 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $246.1K | 10,074 | 0.0% | 1 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $39.6K | 1,620 | 0.0% | 22 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $18.6K | 763 | 0.0% | 25 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.1K | 289 | 0.0% | 9 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $591 | 24,195 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $15.1M |
| Q2 2026 | 351 | $1.1B |
| Q1 2026 | 310 | $785.8M |
| Q4 2025 | 307 | $733.0M |
| Q3 2025 | 289 | $696.3M |
| Q2 2025 | 294 | $695.1M |
| Q1 2025 | 300 | $679.8M |
| Q4 2024 | 315 | $736.2M |
| Q3 2024 | 289 | $677.6M |
| Q2 2024 | 257 | $592.1M |
| Q1 2024 | 256 | $633.9M |
| Q4 2023 | 266 | $617.9M |