ISHARES TR (SUSC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
293
Reporting holders
$1.0B
Reported value
0.0%
Held as options
+12
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 | $166.7M | 7,198,860 | 0.04% | 31q | -27.5%-$63.2M |
| Wealthfront Advisers LLC | $103.7M | 4,479,955 | 0.20% | 20q | +23.4%+$19.7M |
| JPMORGAN CHASE & CO | $101.7M | 4,370,382 | 0.01% | 22q | -3.9%-$4.2M |
| UBS Group AG | $75.7M | 3,268,082 | 0.01% | 31q | +3.0%+$2.2M |
| LPL Financial LLC | $63.1M | 2,725,729 | 0.01% | 31q | -18.4%-$14.3M |
| AMERIPRISE FINANCIAL INC | $37.6M | 1,625,101 | 0.01% | 28q | -49.9%-$37.4M |
| Envestnet Portfolio Solutions, Inc. | $36.0M | 1,555,509 | 0.17% | 12q | -27.9%-$14.0M |
| Creative Planning | $31.6M | 1,365,749 | 0.02% | 23q | +4.3%+$1.3M |
| FMR LLC | $25.6M | 1,106,589 | 0.00% | 17q | +4.2%+$1.0M |
| Fisher Asset Management, LLC | $20.3M | 877,984 | 0.01% | 31q | +5.4%+$1.0M |
| MORGAN STANLEY | $19.9M | 860,284 | 0.00% | 25q | HELD |
| Cetera Investment Advisers | $17.5M | 754,331 | 0.02% | 23q | -18.7%-$4.0M |
| IMPACTfolio, LLC | $14.3M | 617,579 | 5.38% | 19q | +2.4%+$328.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $13.8M | 598,108 | 0.01% | 22q | +230.6%+$9.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.2M | 571,391 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $11.9M | 515,182 | 0.00% | 23q | -44.6%-$9.6M |
| BANK OF AMERICA CORP /DE/ | $9.4M | 404,070 | 0.00% | 31q | +5.4%+$481.3K |
| MML INVESTORS SERVICES, LLC | $9.2M | 396,953 | 0.02% | 27q | -15.4%-$1.7M |
| Bank of New York Mellon Corp | $8.5M | 366,146 | 0.00% | 17q | -15.5%-$1.6M |
| Legacy Edge Advisors, LLC | $8.2M | 354,920 | 0.45% | 10q | +62.2%+$3.2M |
| ASSETMARK, INC | $7.3M | 314,795 | 0.01% | 17q | -10.3%-$840.7K |
| ROYAL BANK OF CANADA | $6.9M | 296,316 | 0.00% | 31q | -7.5%-$554.2K |
| One Wealth Advisors, LLC | $6.8M | 294,788 | 0.75% | 8q | -7.5%-$550.0K |
| RAYMOND JAMES FINANCIAL INC | $6.6M | 283,494 | 0.00% | 7q | +3.9%+$247.1K |
| Financial Engines Advisors L.L.C. | $6.2M | 268,637 | 0.01% | 18q | +2.3%+$139.2K |
| Invera Wealth Advisors, LLC | $6.0M | 257,659 | 3.20% | 11q | +6.0%+$337.3K |
| Avise Financial Cooperative, Inc. | $5.5M | 238,683 | 3.92% | 3q | -24.1%-$1.8M |
| Perigon Wealth Management, LLC | $5.5M | 236,290 | 0.09% | 18q | -6.5%-$381.5K |
| Merit Financial Group, LLC | $5.0M | 217,814 | 0.02% | 6q | +71.0%+$2.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 207,251 | 0.01% | 29q | +8.9%+$392.9K |
| NewEdge Advisors, LLC | $4.6M | 197,981 | 0.01% | new | NEW |
| Composition Wealth, LLC | $4.5M | 192,466 | 0.05% | 27q | +4.4%+$187.6K |
| OneDigital Investment Advisors LLC | $4.4M | 191,247 | 0.04% | 14q | -20.1%-$1.1M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $4.3M | 184,489 | 0.05% | 21q | -10.3%-$491.8K |
| Equitable Holdings, Inc. | $4.1M | 176,209 | 0.02% | 25q | -21.0%-$1.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 168,242 | 0.01% | 2q | +70.7%+$1.6M |
| Horst & Graben Wealth Management LLC | $3.8M | 163,562 | 0.50% | 18q | -19.2%-$893.8K |
| WESBANCO BANK INC | $3.6M | 157,588 | 0.09% | 21q | +1.2%+$43.8K |
| GeoWealth Management, LLC | $3.5M | 153,203 | 0.11% | 8q | +6.2%+$206.7K |
| Allworth Financial LP | $3.5M | 152,586 | 0.01% | 17q | +26.4%+$738.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.4M | 148,123 | 0.02% | 11q | -29.6%-$1.4M |
| Sharkey, Howes & Javer | $3.3M | 141,884 | 0.40% | 18q | -21.8%-$913.9K |
| Facet Wealth, Inc. | $3.1M | 133,593 | 0.04% | 13q | +10.3%+$290.0K |
| Vise Technologies, Inc. | $2.9M | 124,501 | 0.03% | new | NEW |
| Savant Capital, LLC | $2.8M | 122,399 | 0.01% | 14q | +1.1%+$31.3K |
| Farther Finance Advisors, LLC | $2.7M | 114,811 | 0.02% | 15q | +66.5%+$1.1M |
| Brookstone Capital Management | $2.3M | 100,273 | 0.02% | 25q | +9.9%+$209.2K |
| HSBC HOLDINGS PLC | $2.3M | 98,495 | 0.00% | 19q | +35.9%+$601.9K |
| Fiduciary Trust Co | $2.3M | 98,288 | 0.02% | 27q | +17.2%+$334.3K |
| Summit Wealth Group, LLC | $2.3M | 97,913 | 0.46% | 18q | +1.3%+$29.3K |
| Topel & Distasi Wealth Management, LLC | $2.3M | 97,349 | 1.09% | 19q | +6.8%+$143.5K |
| Integrated Wealth Concepts LLC | $2.1M | 91,261 | 0.01% | 13q | +39.8%+$601.1K |
| STOCK YARDS BANK & TRUST CO | $2.1M | 89,060 | 0.03% | 12q | +131.1%+$1.2M |
| Davis Wealth Advisors, LLC | $2.0M | 86,847 | 1.56% | 3q | -13.1%-$303.5K |
| Rossby Financial, LCC | $2.0M | 84,767 | 0.36% | 7q | +4.7%+$87.7K |
| OSAIC HOLDINGS, INC. | $1.9M | 83,239 | 0.00% | 26q | +10.0%+$175.3K |
| Archer Investment Management, LLC | $1.8M | 79,609 | 0.63% | 3q | -67.4%-$3.8M |
| BIRCHBROOK, INC. | $1.7M | 74,185 | 0.81% | 11q | +2.8%+$46.5K |
| Steward Partners Investment Advisory, LLC | $1.7M | 73,459 | 0.01% | 29q | -5.3%-$95.4K |
| Concurrent Investment Advisors, LLC | $1.7M | 72,441 | 0.01% | 5q | -2.8%-$47.6K |
| SigFig Wealth Management, LLC | $1.7M | 71,806 | 0.04% | 18q | -27.1%-$620.1K |
| Beacon Pointe Advisors, LLC | $1.6M | 69,877 | 0.01% | 4q | +128.5%+$909.6K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $1.6M | 67,452 | 0.24% | 15q | +8.7%+$125.5K |
| Sanctuary Advisors, LLC | $1.5M | 66,196 | 0.01% | 9q | -13.7%-$242.4K |
| Skyline Advisors, Inc. | $1.5M | 62,842 | 0.46% | 2q | +8.1%+$109.2K |
| Kestra Advisory Services, LLC | $1.4M | 62,220 | 0.00% | 4q | +27.1%+$307.0K |
| SOFI WEALTH, LLC | $1.4M | 61,965 | 0.06% | 7q | +9.9%+$129.0K |
| Midwest Financial Partners Investments, Inc. | $1.4M | 61,409 | 0.59% | 3q | -9.4%-$147.3K |
| Orion Porfolio Solutions, LLC | $1.4M | 61,304 | 0.01% | 14q | -18.0%-$310.5K |
| Vision Capital Management, Inc. | $1.4M | 61,063 | 0.16% | 16q | +31.0%+$334.2K |
| HighTower Advisors, LLC | $1.4M | 60,921 | 0.00% | 12q | -10.7%-$169.7K |
| World Investment Advisors | $1.4M | 58,612 | 0.02% | 15q | -2.0%-$27.1K |
| JNBA Financial Advisors | $1.4M | 58,470 | 0.10% | 23q | +0.9%+$12.4K |
| RCS Financial Planning, LLC | $1.3M | 58,299 | 0.64% | 4q | +7.8%+$97.2K |
| Advisory Services Network, LLC | $1.3M | 57,658 | 0.02% | 15q | -8.4%-$123.1K |
| Private Wealth Management Group, LLC | $1.3M | 55,901 | 0.30% | 11q | +7.2%+$87.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 54,704 | 0.01% | 14q | +12.5%+$141.0K |
| One Capital Management, LLC | $1.2M | 53,084 | 0.03% | 4q | HELD |
| OpenArc Corporate Advisory, LLC | $1.2M | 52,667 | 0.01% | 3q | -11.7%-$161.6K |
| CITADEL ADVISORS LLC | $1.2M | 52,256 | 0.00% | 2q | -29.0%-$494.3K |
| Corient Private Wealth LP | $1.2M | 51,134 | 0.00% | 14q | +165.7%+$738.2K |
| Trilogy Capital Inc. | $1.2M | 50,520 | 0.05% | 23q | +1.4%+$16.7K |
| JANE STREET GROUP, LLC | $1.1M | 48,950 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.1M | 48,543 | 0.00% | 11q | +32.2%+$274.9K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.1M | 47,894 | 0.02% | 21q | +4.5%+$47.3K |
| TRUIST FINANCIAL CORP | $1.1M | 47,569 | 0.00% | 25q | +88.6%+$517.3K |
| RFG Advisory, LLC | $1.1M | 47,230 | 0.02% | 8q | -26.1%-$386.9K |
| White Lighthouse Investment Management Inc. | $1.1M | 46,388 | 0.13% | 4q | +4.0%+$41.7K |
| MGO ONE SEVEN LLC | $1.0M | 44,057 | 0.02% | 11q | -26.9%-$375.1K |
| Ameritas Investment Partners, Inc. | $996.7K | 43,051 | 0.03% | 29q | +8.4%+$77.1K |
| CAPTRUST FINANCIAL ADVISORS | $977.4K | 42,218 | 0.00% | 6q | +2.6%+$24.8K |
| Kelsey Financial, LLC | $967.0K | 41,767 | 0.73% | 3q | +53.9%+$338.7K |
| THEORY FINANCIAL LLC | $957.8K | 41,371 | 0.30% | 10q | -12.7%-$139.3K |
| STIFEL FINANCIAL CORP | $944.7K | 40,806 | 0.00% | 12q | +4.1%+$36.9K |
| Diversify Advisory Services, LLC | $920.0K | 40,473 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $920.0K | 40,473 | 0.02% | 3q | -25.9%-$321.0K |
| GC Wealth Management RIA, LLC | $914.3K | 39,492 | 0.05% | 4q | +1.5%+$13.6K |
| Schneider Downs Wealth Management Advisors, LP | $900.8K | 38,910 | 0.08% | 15q | +1.6%+$14.0K |
| Affinity Capital Advisors, LLC | $865.9K | 37,533 | 0.11% | 11q | -30.6%-$381.2K |
| WEALTH ALLIANCE, LLC | $836.4K | 36,128 | 0.07% | 17q | -13.5%-$130.2K |
Showing the largest 100 of 305 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 | 293 | $1.0B | 44,835,670 | 26 | 122 | 103 | 0.0% |
| Q1 2026 | 281 | $1.2B | 50,395,280 | 20 | 163 | 55 | 0.0% |
| Q4 2025 | 284 | $998.6M | 42,702,257 | 34 | 141 | 59 | 0.0% |
| Q3 2025 | 251 | $1.1B | 44,762,176 | 31 | 137 | 47 | 0.0% |
| Q2 2025 | 240 | $860.3M | 37,041,334 | 18 | 114 | 68 | 0.0% |
| Q1 2025 | 245 | $818.5M | 35,501,942 | 19 | 87 | 93 | 0.0% |
| Q4 2024 | 253 | $812.8M | 35,774,727 | 24 | 100 | 74 | 0.0% |
| Q3 2024 | 228 | $906.3M | 38,119,388 | 16 | 109 | 55 | 0.0% |
| Q2 2024 | 230 | $829.5M | 36,506,239 | 22 | 115 | 52 | 0.0% |
| Q1 2024 | 217 | $839.3M | 36,486,455 | 18 | 119 | 44 | 0.0% |
| Q4 2023 | 217 | $928.4M | 39,987,312 | 37 | 101 | 44 | 0.0% |
| Q3 2023 | 179 | $757.9M | 34,987,163 | 14 | 76 | 58 | 0.0% |
| Q2 2023 | 177 | $672.6M | 29,618,877 | 16 | 80 | 53 | 0.0% |
| Q1 2023 | 169 | $629.1M | 27,334,792 | 32 | 81 | 34 | 0.0% |
| Q4 2022 | 153 | $460.5M | 20,642,870 | 20 | 56 | 50 | 0.0% |
| Q3 2022 | 171 | $651.7M | 29,826,304 | 23 | 91 | 29 | 0.0% |
| Q2 2022 | 155 | $621.5M | 26,766,165 | 21 | 68 | 47 | 0.0% |
| Q1 2022 | 154 | $566.5M | 22,814,895 | 39 | 69 | 31 | 0.0% |
| Q4 2021 | 133 | $558.5M | 20,292,223 | 9 | 69 | 21 | 0.0% |
| Q3 2021 | 129 | $449.0M | 16,330,331 | 18 | 63 | 24 | 0.0% |
| Q2 2021 | 124 | $466.7M | 16,855,441 | 20 | 49 | 34 | 0.0% |
| Q1 2021 | 133 | $550.9M | 20,479,625 | 30 | 63 | 18 | 0.0% |
| Q4 2020 | 118 | $474.4M | 16,799,405 | 33 | 48 | 18 | 0.0% |
| Q3 2020 | 87 | $418.0M | 15,187,718 | 14 | 46 | 11 | 0.0% |
| Q2 2020 | 82 | $192.1M | 6,951,148 | 27 | 42 | 5 | 0.0% |
| Q1 2020 | 60 | $89.2M | 3,392,049 | 13 | 30 | 6 | 0.0% |
| Q4 2019 | 52 | $72.9M | 2,693,615 | 10 | 29 | 2 | 0.0% |
| Q3 2019 | 43 | $67.1M | 2,481,783 | 10 | 17 | 6 | 0.0% |
| Q2 2019 | 35 | $55.2M | 2,040,898 | 12 | 12 | 5 | 0.0% |
| Q1 2019 | 26 | $51.9M | 1,934,230 | 8 | 11 | 1 | 0.0% |
| Q4 2018 | 18 | $9.6M | 401,277 | 0 | 1 | 0 | 0.0% |