ISHARES TR (SUSL)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
188
Reporting holders
$749.5M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $181.1M | 1,363,982 | 0.11% | 18q | +93.0%+$87.2M |
| FMR LLC | $64.4M | 485,256 | 0.00% | 17q | +6.6%+$4.0M |
| JPMORGAN CHASE & CO | $55.7M | 422,643 | 0.00% | 18q | -4.6%-$2.7M |
| ROYAL BANK OF CANADA | $50.6M | 381,495 | 0.01% | 28q | +1.3%+$631.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.6M | 201,362 | 0.04% | 18q | HELD |
| Creative Planning | $26.4M | 198,802 | 0.02% | 19q | -3.2%-$870.1K |
| Allworth Financial LP | $25.7M | 193,400 | 0.11% | 20q | +1.4%+$344.2K |
| Ellevest, Inc. | $21.7M | 163,219 | 2.55% | 12q | +4.6%+$957.9K |
| Pathstone Holdings, LLC | $19.3M | 145,170 | 0.06% | 5q | +26.8%+$4.1M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $11.5M | 86,464 | 0.15% | 23q | +5.0%+$547.4K |
| Trilogy Capital Inc. | $10.7M | 80,901 | 0.42% | 2q | +3.6%+$375.4K |
| Sanctuary Advisors, LLC | $10.5M | 78,919 | 0.05% | 9q | -0.9%-$93.9K |
| OneDigital Investment Advisors LLC | $10.3M | 77,823 | 0.09% | 14q | +0.7%+$74.6K |
| Robertson Stephens Wealth Management, LLC | $10.3M | 77,743 | 0.25% | 26q | -2.9%-$309.6K |
| Xena Financial Planning, LLC | $9.3M | 70,355 | 8.96% | 3q | +17.5%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $8.6M | 64,884 | 0.00% | 26q | +4.2%+$347.6K |
| One Wealth Advisors, LLC | $8.2M | 61,596 | 0.90% | 19q | HELD |
| SK Wealth Management, LLC | $6.8M | 49,426 | 1.53% | 8q | -2.7%-$191.9K |
| Quantinno Capital Management LP | $6.7M | 50,170 | 0.01% | 2q | +99.4%+$3.3M |
| BLUESTEM FINANCIAL ADVISORS, LLC | $6.7M | 50,128 | 2.33% | 25q | +1.7%+$113.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 48,949 | 0.01% | 25q | -5.9%-$404.5K |
| W ADVISORS, LLC | $6.3M | 47,110 | 2.84% | 18q | -11.6%-$821.7K |
| GeoWealth Management, LLC | $5.8M | 43,947 | 0.18% | 12q | -13.9%-$942.6K |
| JANE STREET GROUP, LLC | $5.6M | 42,467 | 0.00% | 2q | +1536.5%+$5.3M |
| Integrated Wealth Concepts LLC | $5.5M | 41,388 | 0.03% | 19q | -0.8%-$45.1K |
| LPL Financial LLC | $5.5M | 41,239 | 0.00% | 22q | +10.4%+$515.5K |
| Aptus Capital Advisors, LLC | $5.3M | 40,057 | 0.04% | 10q | -0.7%-$36.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.0M | 37,597 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $4.2M | 31,636 | 0.00% | 19q | -1.2%-$52.0K |
| OSAIC HOLDINGS, INC. | $3.9M | 29,219 | 0.00% | 26q | +2.7%+$101.0K |
| BFSG, LLC | $3.8M | 28,404 | 0.33% | 13q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.2M | 24,478 | 0.00% | 7q | +3.2%+$100.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.1M | 23,613 | 0.00% | 23q | +0.7%+$21.6K |
| HB Wealth Management, LLC | $3.1M | 23,443 | 0.02% | 9q | +23.0%+$582.3K |
| GTS SECURITIES LLC | $3.1M | 23,404 | 0.07% | 2q | +5.3%+$157.1K |
| Brookstone Capital Management | $3.1M | 23,106 | 0.03% | 25q | +6.8%+$194.8K |
| Equitable Holdings, Inc. | $2.8M | 20,906 | 0.02% | 7q | HELD |
| BAILARD, INC. | $2.5M | 18,479 | 0.05% | new | NEW |
| Bluespring Wealth Management, LLC | $2.4M | 18,022 | 0.05% | 22q | +55.5%+$854.4K |
| Omega Financial Group, LLC | $2.4M | 18,019 | 0.73% | 19q | -4.1%-$101.7K |
| CITIGROUP INC | $2.4M | 17,892 | 0.00% | 14q | +528.9%+$2.0M |
| Bond & Devick Financial Network, Inc. | $2.3M | 17,511 | 0.57% | 8q | +9.1%+$193.2K |
| KICKSTAND VENTURES, LLC. | $2.3M | 17,483 | 0.42% | 12q | HELD |
| Steward Partners Investment Advisory, LLC | $2.2M | 16,387 | 0.01% | 21q | HELD |
| MATHER GROUP, LLC. | $2.1M | 16,140 | 0.02% | 17q | -1.3%-$28.5K |
| Walkner Condon Financial Advisors LLC | $2.1M | 15,798 | 0.24% | 8q | -7.2%-$162.6K |
| Cetera Investment Advisers | $2.1M | 15,750 | 0.00% | 10q | -5.0%-$110.5K |
| Ashton Thomas Private Wealth, LLC | $2.1M | 15,647 | 0.04% | 7q | HELD |
| CFS Investment Advisory Services, LLC | $2.1M | 15,502 | 0.14% | 19q | -1.5%-$31.7K |
| Keebeck Wealth Management | $2.0M | 15,101 | 0.20% | 18q | HELD |
| WELLS FARGO & COMPANY/MN | $1.9M | 14,515 | 0.00% | 22q | -67.5%-$4.0M |
| Values Added Financial LLC | $1.9M | 14,052 | 0.67% | 13q | -9.4%-$194.0K |
| Obsido Oy | $1.8M | 13,849 | 0.98% | 7q | +3.4%+$60.3K |
| Corient Private Wealth LP | $1.8M | 13,844 | 0.00% | 15q | -27.2%-$685.3K |
| Orgel Wealth Management, LLC | $1.8M | 13,411 | 0.03% | 16q | -0.9%-$16.5K |
| SAX WEALTH ADVISORS, LLC | $1.8M | 15,460 | 0.07% | 9q | HELD |
| Cypress Wealth Services, LLC | $1.8M | 13,229 | 0.22% | 19q | -2.2%-$39.3K |
| MGO ONE SEVEN LLC | $1.7M | 12,635 | 0.03% | 11q | HELD |
| CITADEL ADVISORS LLC | $1.6M | 12,373 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.5M | 11,263 | 0.00% | 9q | +65.8%+$579.9K |
| Affinity Capital Advisors, LLC | $1.4M | 10,577 | 0.17% | 12q | -12.7%-$203.9K |
| MISSION WEALTH MANAGEMENT, LP | $1.4M | 10,375 | 0.02% | new | NEW |
| Compass Ion Advisors, LLC | $1.3M | 9,787 | 0.11% | 12q | +0.8%+$10.8K |
| Relyea Zuckerberg Hanson LLC | $1.3M | 9,536 | 0.05% | 5q | +100.4%+$634.3K |
| Merit Financial Group, LLC | $1.2M | 9,108 | 0.00% | 3q | +74.1%+$514.6K |
| Farther Finance Advisors, LLC | $1.2M | 8,805 | 0.01% | 15q | +6.0%+$65.7K |
| Sequoia Financial Advisors, LLC | $1.2M | 8,723 | 0.01% | 4q | +2.5%+$27.7K |
| BLAIR WILLIAM & CO/IL | $1.1M | 8,559 | 0.00% | 27q | +1.5%+$16.6K |
| STIFEL FINANCIAL CORP | $1.1M | 8,467 | 0.00% | 23q | +6.8%+$71.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.1M | 8,414 | 0.01% | 10q | +9.6%+$97.6K |
| RETIREMENT CAPITAL STRATEGIES | $1.1M | 8,350 | 0.38% | 13q | +336.9%+$854.8K |
| Stratos Wealth Partners, LTD. | $1.0M | 7,756 | 0.01% | 14q | +8.2%+$77.8K |
| Vise Technologies, Inc. | $1.0M | 7,635 | 0.01% | new | NEW |
| Csenge Advisory Group | $1.0M | 7,632 | 0.04% | 22q | -2.1%-$21.4K |
| Friedenthal Financial | $966.6K | 7,281 | 0.45% | 21q | HELD |
| Crusonia Wealth Advisors LLC | $965.8K | 7,275 | 0.16% | 3q | HELD |
| Wealthcare Advisory Partners LLC | $961.8K | 7,244 | 0.02% | 11q | HELD |
| Perigon Wealth Management, LLC | $960.0K | 7,231 | 0.02% | 6q | -2.8%-$27.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $913.6K | 6,879 | 0.01% | 3q | +52.5%+$314.6K |
| GTS FINANCIAL, LLC | $816.5K | 7,536 | 0.60% | 2q | +1.5%+$11.9K |
| Aries Wealth Management | $803.3K | 6,051 | 0.16% | 10q | HELD |
| RVW Wealth, LLC | $776.0K | 5,845 | 0.05% | 6q | +2.2%+$16.5K |
| WealthPlan Investment Management, LLC | $764.6K | 5,759 | 0.04% | 5q | HELD |
| PFG Investments, LLC | $739.4K | 5,569 | 0.03% | 10q | HELD |
| BEACON FINANCIAL GROUP | $722.6K | 5,443 | 0.07% | 16q | HELD |
| BROWN ADVISORY INC | $683.7K | 5,150 | 0.00% | new | NEW |
| COMMERCE BANK | $671.5K | 5,058 | 0.00% | 2q | +127.4%+$376.2K |
| Wealthspire Advisors, LLC | $666.7K | 5,022 | 0.00% | 8q | -5.0%-$35.0K |
| JGP Wealth Management, LLC | $665.3K | 5,011 | 0.06% | 14q | +5.0%+$31.5K |
| Fragasso Financial Advisors Inc | $663.2K | 4,995 | 0.04% | 9q | HELD |
| SmartHarvest Portfolios, LLC | $618.0K | 4,655 | 0.20% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $601.3K | 4,529 | 0.02% | 18q | HELD |
| IEQ CAPITAL, LLC | $598.7K | 4,509 | 0.00% | 17q | HELD |
| Shared Vision Wealth Group LLC | $594.6K | 4,479 | 0.20% | 11q | HELD |
| Compound Planning, Inc. | $549.1K | 4,136 | 0.01% | 4q | HELD |
| FIRETHORN WEALTH PARTNERS, LLC | $540.6K | 4,072 | 0.17% | 22q | -1.6%-$8.8K |
| Beacon Pointe Advisors, LLC | $534.5K | 4,026 | 0.00% | 4q | +70.2%+$220.5K |
| BlackRock, Inc. | $530.8K | 3,998 | 0.00% | 4q | HELD |
| CI INVESTMENTS INC. | $520.3K | 3,919 | 0.00% | 20q | -4.9%-$26.6K |
| Cerity Partners LLC | $515.2K | 3,881 | 0.00% | 11q | +36.4%+$137.5K |
Showing the largest 100 of 193 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 | 188 | $749.5M | 5,652,715 | 17 | 56 | 41 | 0.0% |
| Q1 2026 | 187 | $551.4M | 4,863,682 | 19 | 43 | 48 | 0.0% |
| Q4 2025 | 176 | $602.5M | 4,964,116 | 12 | 39 | 59 | 0.0% |
| Q3 2025 | 166 | $599.9M | 5,139,199 | 18 | 35 | 41 | 0.0% |
| Q2 2025 | 155 | $615.9M | 5,681,348 | 12 | 37 | 49 | 0.0% |
| Q1 2025 | 146 | $512.1M | 5,352,663 | 8 | 38 | 51 | 0.0% |
| Q4 2024 | 148 | $575.2M | 5,572,055 | 8 | 33 | 48 | 0.0% |
| Q3 2024 | 145 | $617.9M | 6,089,076 | 17 | 38 | 36 | 0.0% |
| Q2 2024 | 135 | $564.5M | 5,805,754 | 13 | 28 | 47 | 0.0% |
| Q1 2024 | 133 | $461.4M | 4,918,093 | 15 | 18 | 53 | 0.0% |
| Q4 2023 | 127 | $423.3M | 5,016,406 | 13 | 45 | 37 | 0.0% |
| Q3 2023 | 116 | $298.1M | 3,952,766 | 14 | 35 | 37 | 0.0% |
| Q2 2023 | 110 | $279.5M | 3,608,942 | 9 | 22 | 47 | 0.0% |
| Q1 2023 | 111 | $329.2M | 4,616,299 | 17 | 25 | 39 | 0.0% |
| Q4 2022 | 106 | $273.7M | 4,122,348 | 20 | 37 | 25 | 0.0% |
| Q3 2022 | 112 | $2.3B | 37,192,203 | 14 | 45 | 26 | 0.0% |
| Q2 2022 | 111 | $2.5B | 36,901,881 | 14 | 50 | 19 | 0.0% |
| Q1 2022 | 106 | $3.0B | 38,089,774 | 30 | 40 | 19 | 0.0% |
| Q4 2021 | 90 | $3.3B | 39,007,789 | 25 | 30 | 12 | 0.0% |
| Q3 2021 | 60 | $3.0B | 40,210,145 | 7 | 29 | 9 | 0.0% |
| Q2 2021 | 61 | $2.9B | 38,934,565 | 9 | 25 | 9 | 0.0% |
| Q1 2021 | 53 | $2.6B | 37,987,814 | 20 | 18 | 3 | 0.0% |
| Q4 2020 | 38 | $2.3B | 35,046,480 | 10 | 11 | 5 | 0.0% |
| Q3 2020 | 32 | $2.0B | 35,056,968 | 5 | 11 | 6 | 0.0% |
| Q2 2020 | 30 | $1.9B | 35,239,193 | 12 | 11 | 3 | 0.0% |
| Q1 2020 | 23 | $1.3B | 29,086,810 | 13 | 4 | 3 | 0.0% |
| Q4 2019 | 12 | $1.6B | 27,922,823 | 4 | 3 | 2 | 0.0% |
| Q3 2019 | 7 | $1.4B | 26,310,170 | 4 | 1 | 0 | 0.0% |
| Q2 2019 | 3 | $10.5M | 208,858 | 3 | 0 | 0 | 0.0% |