ISHARES TR (SUSB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
333
Reporting holders
$919.5M
Reported value
0.0%
Held as options
+42
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $94.0M | 3,761,155 | 0.02% | 31q | +612.7%+$80.8M |
| GOLDMAN SACHS GROUP INC | $85.9M | 3,435,889 | 0.01% | 18q | +1.6%+$1.3M |
| LPL Financial LLC | $70.0M | 2,799,686 | 0.02% | 31q | +72.0%+$29.3M |
| MORGAN STANLEY | $25.9M | 1,034,602 | 0.00% | 35q | +6.0%+$1.5M |
| JPMORGAN CHASE & CO | $22.1M | 884,932 | 0.00% | 21q | +150.0%+$13.3M |
| Envestnet Portfolio Solutions, Inc. | $19.2M | 768,281 | 0.09% | 12q | +3392.5%+$18.6M |
| EP Wealth Advisors, LLC | $19.2M | 768,196 | 0.07% | 18q | +9.6%+$1.7M |
| ROYAL BANK OF CANADA | $18.3M | 733,815 | 0.00% | 31q | +10.1%+$1.7M |
| AMERIPRISE FINANCIAL INC | $18.1M | 726,058 | 0.00% | 28q | -46.1%-$15.5M |
| WELLS FARGO & COMPANY/MN | $17.0M | 679,448 | 0.00% | 30q | -44.2%-$13.5M |
| Bank of New York Mellon Corp | $16.6M | 662,852 | 0.00% | 12q | -1.2%-$198.5K |
| Savant Capital, LLC | $14.9M | 597,293 | 0.04% | 26q | +3.8%+$540.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.5M | 580,169 | 0.02% | 29q | +6.8%+$919.0K |
| Wealthspire Advisors, LLC | $12.8M | 511,273 | 0.07% | 8q | +3.8%+$470.0K |
| Perigon Wealth Management, LLC | $12.6M | 504,559 | 0.20% | 13q | +15.9%+$1.7M |
| Modera Wealth Management, LLC | $12.4M | 497,659 | 0.13% | 19q | +2.0%+$248.2K |
| UBS Group AG | $12.2M | 488,152 | 0.00% | 31q | +2.3%+$272.0K |
| ST GERMAIN D J CO INC | $12.2M | 487,159 | 0.44% | 23q | +3.3%+$390.9K |
| Allworth Financial LP | $12.2M | 486,779 | 0.05% | 20q | +1.8%+$217.6K |
| Baird Financial Group, Inc. | $12.1M | 484,395 | 0.02% | 27q | +3.8%+$446.7K |
| Milestone Investment Advisors LLC | $10.4M | 414,403 | 2.24% | 15q | -1.9%-$199.3K |
| Mariner, LLC | $10.3M | 412,165 | 0.01% | 10q | -1.7%-$177.0K |
| Francis Financial, Inc. | $10.3M | 410,670 | 1.68% | 17q | +1.5%+$155.8K |
| Cetera Investment Advisers | $10.0M | 401,079 | 0.01% | 26q | +267.7%+$7.3M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $9.6M | 382,223 | 0.11% | 21q | +1.8%+$164.9K |
| Destination Wealth Management | $9.3M | 373,623 | 0.22% | 18q | +3.5%+$315.5K |
| Financial Engines Advisors L.L.C. | $8.5M | 340,383 | 0.02% | 18q | +3.9%+$318.2K |
| Odyssey Group, LLC | $7.7M | 309,835 | 2.10% | new | FIRST |
| Integris Wealth Management, LLC | $7.6M | 303,735 | 1.53% | 15q | +6.7%+$478.2K |
| Fisher Asset Management, LLC | $7.4M | 296,743 | 0.00% | 28q | +6.9%+$476.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $7.4M | 294,772 | 0.00% | 18q | +2075.8%+$7.0M |
| RAFFA WEALTH MANAGEMENT, LLC | $7.3M | 293,026 | 0.92% | 16q | +13.1%+$845.3K |
| Apella Capital, LLC | $7.1M | 287,037 | 0.10% | 25q | +2.0%+$140.6K |
| Corient Private Wealth LP | $6.9M | 274,878 | 0.00% | 15q | +86.3%+$3.2M |
| BANK OF AMERICA CORP /DE/ | $6.6M | 266,039 | 0.00% | 31q | +6.6%+$411.9K |
| Elser Financial Planning, Inc | $6.5M | 258,666 | 0.28% | 2q | -5.0%-$342.8K |
| Wescott Financial Advisory Group, LLC | $6.4M | 255,365 | 0.49% | 23q | +0.6%+$36.7K |
| OSAIC HOLDINGS, INC. | $6.0M | 239,112 | 0.01% | 26q | +24.1%+$1.2M |
| Impact Investors, Inc | $5.2M | 209,479 | 3.83% | 7q | -13.6%-$822.0K |
| MATHER GROUP, LLC. | $5.2M | 208,674 | 0.05% | 20q | +9.7%+$463.1K |
| IMPACTfolio, LLC | $4.5M | 181,238 | 1.71% | 19q | +2.6%+$113.5K |
| Arlington Financial Advisors, LLC | $4.5M | 179,508 | 0.57% | 29q | +0.6%+$24.8K |
| SEEDS INVESTOR LLC | $4.4M | 176,522 | 0.45% | 11q | +1.5%+$63.9K |
| MML INVESTORS SERVICES, LLC | $4.3M | 171,428 | 0.01% | 30q | +811.2%+$3.8M |
| Accredited Investors Inc. | $4.1M | 163,289 | 0.18% | 31q | +4.1%+$158.8K |
| ASSETMARK, INC | $4.0M | 159,740 | 0.01% | 28q | +125.5%+$2.2M |
| Fiduciary Trust Co | $3.9M | 157,722 | 0.04% | 27q | +11.9%+$419.9K |
| NewEdge Advisors, LLC | $3.9M | 157,156 | 0.01% | 19q | +341.5%+$3.0M |
| Bear Mountain Capital, Inc. | $3.9M | 157,921 | 1.14% | 11q | +2.6%+$101.3K |
| Brio Consultants, LLC | $3.8M | 152,702 | 0.45% | 16q | +2.6%+$96.5K |
| HARBOUR INVESTMENTS, INC. | $3.8M | 151,023 | 0.05% | 21q | +5.7%+$203.1K |
| Plancorp, LLC | $3.7M | 147,281 | 0.09% | 13q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.6M | 146,040 | 0.01% | 12q | +5.8%+$200.4K |
| Avise Financial Cooperative, Inc. | $3.4M | 135,339 | 2.40% | new | NEW |
| CGN Advisors LLC | $3.4M | 134,323 | 0.25% | 23q | +5.0%+$159.2K |
| Clarity Wealth Development LLC | $3.3M | 132,392 | 1.84% | 7q | +2.0%+$64.7K |
| REGATTA CAPITAL GROUP, LLC | $3.1M | 123,228 | 0.41% | 13q | +35.7%+$811.0K |
| One Capital Management, LLC | $3.1M | 121,919 | 0.08% | 21q | HELD |
| Equitable Holdings, Inc. | $3.1M | 122,101 | 0.02% | 26q | +180.4%+$2.0M |
| Northland Capital Management LLC | $3.0M | 120,212 | 1.62% | 7q | -3.4%-$105.6K |
| HighTower Advisors, LLC | $2.8M | 111,833 | 0.00% | 23q | +18.3%+$431.9K |
| NorthRock Partners, LLC | $2.6M | 105,939 | 0.04% | 3q | +2.7%+$68.7K |
| STIFEL FINANCIAL CORP | $2.6M | 104,943 | 0.00% | 27q | +9.0%+$215.6K |
| One Wealth Advisors, LLC | $2.6M | 103,213 | 0.28% | 8q | +846.8%+$2.3M |
| Brookstone Capital Management | $2.5M | 101,925 | 0.03% | 25q | +9.9%+$229.8K |
| Dynamic Advisor Solutions LLC | $2.5M | 101,024 | 0.07% | 29q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.4M | 95,058 | 0.03% | 25q | HELD |
| OneDigital Investment Advisors LLC | $2.3M | 91,508 | 0.02% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 91,160 | 0.00% | 7q | +40.4%+$655.6K |
| Cardinal Point Capital Management ULC | $2.3M | 91,001 | 0.13% | 15q | HELD |
| Merit Financial Group, LLC | $2.3M | 90,882 | 0.01% | new | NEW |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $2.3M | 90,873 | 0.03% | 22q | +4.5%+$97.7K |
| Flagstone Financial Management | $2.2M | 89,945 | 0.50% | 15q | +4.3%+$93.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 88,914 | 0.00% | 3q | -42.4%-$1.6M |
| Legacy Edge Advisors, LLC | $2.2M | 86,690 | 0.12% | 10q | +81.3%+$973.9K |
| FIDUCIARY FINANCIAL ADVISORS | $2.0M | 81,923 | 0.21% | 2q | +77.0%+$890.6K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.0M | 80,391 | 0.17% | 7q | +4.1%+$79.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.0M | 80,367 | 0.01% | 17q | +153.8%+$1.2M |
| GeoWealth Management, LLC | $1.9M | 77,925 | 0.06% | 2q | +1957.7%+$1.9M |
| Talisman Wealth Advisors LLC | $1.9M | 5,553 | 1.42% | new | NEW |
| Strategic Point Investment Advisors, LLC | $1.9M | 75,900 | 0.25% | 24q | +0.8%+$15.1K |
| Archer Investment Management, LLC | $1.9M | 74,788 | 0.64% | 2q | +285.2%+$1.4M |
| Plum Street Advisors, LLC | $1.8M | 73,885 | 0.59% | 11q | +1.8%+$33.5K |
| Horst & Graben Wealth Management LLC | $1.8M | 73,827 | 0.24% | new | NEW |
| Omega Financial Group, LLC | $1.8M | 73,533 | 0.56% | 20q | -3.1%-$59.0K |
| eCIO, Inc. | $1.8M | 72,604 | 0.51% | 6q | +6.2%+$105.6K |
| Kondo Wealth Advisors, Inc. | $1.8M | 71,253 | 0.60% | 7q | -12.4%-$252.7K |
| Advisory Services Network, LLC | $1.8M | 70,063 | 0.02% | 30q | +6.2%+$102.0K |
| STALEY CAPITAL ADVISERS INC | $1.7M | 70,000 | 0.07% | 22q | HELD |
| Sharkey, Howes & Javer | $1.7M | 68,172 | 0.21% | new | NEW |
| Focus Partners Wealth | $1.7M | 67,715 | 0.00% | 7q | +5.3%+$85.7K |
| Vise Technologies, Inc. | $1.7M | 66,516 | 0.02% | new | NEW |
| ALBION FINANCIAL GROUP /UT | $1.6M | 64,474 | 0.09% | 22q | +9.5%+$139.7K |
| XY Planning Network, Inc. | $1.6M | 62,437 | 0.20% | new | NEW |
| GOULD ASSET MANAGEMENT LLC /CA/ | $1.5M | 61,080 | 0.24% | 16q | +153.2%+$923.5K |
| UMB Bank, n.a. | $1.5M | 59,620 | 0.02% | 31q | -0.8%-$12.6K |
| J.Safra Asset Management Corp | $1.5M | 58,133 | 0.07% | 9q | HELD |
| Decker Retirement Planning Inc. | $1.4M | 55,774 | 0.47% | 7q | +28.2%+$306.5K |
| Integrated Wealth Concepts LLC | $1.3M | 53,419 | 0.01% | 8q | +140.6%+$780.1K |
| DAVENPORT & Co LLC | $1.3M | 53,008 | 0.01% | 18q | +6.2%+$76.8K |
Showing the largest 100 of 350 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 | 333 | $919.5M | 36,810,181 | 53 | 174 | 42 | 0.0% |
| Q1 2026 | 291 | $729.4M | 29,104,744 | 21 | 123 | 77 | 0.0% |
| Q4 2025 | 288 | $675.1M | 26,748,953 | 19 | 141 | 60 | 0.0% |
| Q3 2025 | 269 | $640.8M | 25,320,749 | 18 | 126 | 53 | 0.0% |
| Q2 2025 | 270 | $648.7M | 25,753,661 | 8 | 107 | 86 | 0.0% |
| Q1 2025 | 276 | $624.9M | 25,008,503 | 24 | 115 | 77 | 0.0% |
| Q4 2024 | 290 | $673.4M | 27,256,823 | 25 | 147 | 51 | 0.0% |
| Q3 2024 | 266 | $615.8M | 24,477,039 | 44 | 111 | 47 | 0.0% |
| Q2 2024 | 236 | $540.8M | 22,073,138 | 13 | 86 | 76 | 0.0% |
| Q1 2024 | 233 | $583.3M | 23,830,960 | 15 | 102 | 62 | 0.0% |
| Q4 2023 | 245 | $565.7M | 23,083,687 | 22 | 78 | 81 | 0.0% |
| Q3 2023 | 221 | $495.2M | 20,799,604 | 14 | 86 | 64 | 0.0% |
| Q2 2023 | 225 | $490.2M | 20,501,097 | 16 | 82 | 72 | 0.0% |
| Q1 2023 | 230 | $477.4M | 19,807,377 | 12 | 85 | 87 | 0.0% |
| Q4 2022 | 236 | $496.2M | 20,985,061 | 36 | 94 | 62 | 0.0% |
| Q3 2022 | 248 | $565.3M | 24,072,212 | 22 | 81 | 91 | 0.0% |
| Q2 2022 | 243 | $562.7M | 23,359,199 | 23 | 80 | 92 | 0.0% |
| Q1 2022 | 240 | $618.1M | 25,095,328 | 27 | 98 | 73 | 0.0% |
| Q4 2021 | 250 | $681.5M | 26,541,215 | 25 | 110 | 53 | 0.0% |
| Q3 2021 | 219 | $594.1M | 22,871,726 | 21 | 110 | 49 | 0.0% |
| Q2 2021 | 211 | $705.8M | 27,060,466 | 42 | 119 | 26 | 0.0% |
| Q1 2021 | 178 | $485.1M | 18,671,542 | 46 | 86 | 19 | 0.0% |
| Q4 2020 | 146 | $362.7M | 13,869,000 | 22 | 73 | 24 | 0.0% |
| Q3 2020 | 125 | $307.5M | 11,783,913 | 22 | 66 | 13 | 0.0% |
| Q2 2020 | 117 | $256.4M | 9,858,085 | 21 | 52 | 27 | 0.0% |
| Q1 2020 | 104 | $216.3M | 8,868,835 | 17 | 53 | 15 | 0.0% |
| Q4 2019 | 89 | $153.4M | 5,974,645 | 13 | 46 | 7 | 0.0% |
| Q3 2019 | 77 | $130.9M | 5,088,899 | 16 | 38 | 7 | 0.0% |
| Q2 2019 | 65 | $121.4M | 4,724,656 | 15 | 24 | 9 | 0.0% |
| Q1 2019 | 53 | $110.4M | 4,315,814 | 19 | 18 | 4 | 0.0% |
| Q4 2018 | 38 | $30.5M | 1,245,743 | 0 | 0 | 1 | 0.0% |