DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (SUSC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
306
Reporting holders
$1.1B
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Betterment LLC | $39.4M | 1,701,109 | 0.07% | 22q | +6.8%+$2.5M |
| AMERIPRISE FINANCIAL INC | $37.6M | 1,625,101 | 0.01% | 28q | HELD |
| 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 |
| Acorns Advisers, LLC | $25.3M | 1,092,474 | 0.16% | 21q | +6.2%+$1.5M |
| 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 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.2M | 571,391 | 0.00% | 3q | HELD |
| PARK AVENUE SECURITIES LLC | $12.4M | 536,959 | 0.08% | 25q | -27.6%-$4.7M |
| WELLS FARGO & COMPANY/MN | $11.9M | 515,182 | 0.00% | 23q | +10.8%+$1.2M |
| Cambridge Investment Research Advisors, Inc. | $11.0M | 474,790 | 0.01% | 29q | +74.8%+$4.7M |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $8.7M | 377,815 | 0.01% | 22q | +108.8%+$4.6M |
| Bank of New York Mellon Corp | $8.5M | 366,146 | 0.00% | 17q | -15.5%-$1.6M |
| 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 |
| Legacy Edge Advisors, LLC | $5.5M | 235,522 | 0.50% | 11q | +7.6%+$385.8K |
| Janney Montgomery Scott LLC | $5.0M | 214,518 | 0.01% | 18q | -20.0%-$1.2M |
| Thrivent Financial for Lutherans | $4.9M | 212,037 | 0.01% | 28q | -12.8%-$722.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 207,251 | 0.01% | 29q | +8.9%+$392.9K |
| Colorado Capital Management, Inc. | $4.7M | 203,978 | 1.61% | 6q | HELD |
| NewEdge Advisors, LLC | $4.6M | 197,981 | 0.01% | 10q | +27.0%+$974.9K |
| 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 |
| Merit Financial Group, LLC | $2.5M | 108,907 | 0.02% | 6q | -14.5%-$428.0K |
| 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 |
| Davis Wealth Advisors, LLC | $2.0M | 86,847 | 1.56% | 6q | -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 |
| Integrated Wealth Concepts LLC | $1.3M | 56,259 | 0.01% | 13q | -13.8%-$209.3K |
| 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 |
| 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 |
| STOCK YARDS BANK & TRUST CO | $1.0M | 44,530 | 0.03% | 12q | +15.6%+$138.8K |
| 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 |
| Willow Creek Wealth Management Inc. | $951.6K | 41,103 | 0.06% | 13q | +20.1%+$159.0K |
Showing the largest 100 of 306 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 108 | $122.0M | 5,555,838 | 13 | 56 | 27 | 0.0% |
| Q2 2026 | 306 | $1.1B | 48,855,332 | 25 | 128 | 107 | 0.0% |
| Q1 2026 | 300 | $1.2B | 53,079,952 | 21 | 171 | 59 | 0.0% |
| Q4 2025 | 301 | $1.1B | 47,929,798 | 36 | 152 | 60 | 0.0% |
| Q3 2025 | 268 | $1.2B | 50,177,831 | 31 | 152 | 48 | 0.0% |
| Q2 2025 | 260 | $979.3M | 42,160,523 | 19 | 125 | 73 | 0.0% |
| Q1 2025 | 264 | $930.7M | 40,362,966 | 21 | 92 | 103 | 0.0% |
| Q4 2024 | 273 | $925.9M | 40,747,120 | 25 | 107 | 82 | 0.0% |
| Q3 2024 | 248 | $1.0B | 43,117,081 | 17 | 120 | 58 | 0.0% |
| Q2 2024 | 252 | $941.6M | 41,439,418 | 22 | 127 | 57 | 0.0% |
| Q1 2024 | 242 | $949.5M | 41,279,999 | 19 | 135 | 49 | 0.0% |
| Q4 2023 | 242 | $1.0B | 44,562,429 | 38 | 114 | 47 | 0.0% |
| Q3 2023 | 203 | $895.2M | 41,295,328 | 16 | 85 | 66 | 0.0% |
| Q2 2023 | 201 | $797.1M | 35,093,190 | 17 | 90 | 58 | 0.0% |
| Q1 2023 | 196 | $749.4M | 32,559,704 | 36 | 99 | 36 | 0.0% |
| Q4 2022 | 183 | $572.6M | 25,667,744 | 23 | 67 | 64 | 0.0% |
| Q3 2022 | 167 | $716.3M | 32,792,116 | 21 | 87 | 32 | 0.0% |
| Q2 2022 | 153 | $1.4B | 62,273,570 | 21 | 68 | 47 | 0.0% |
| Q1 2022 | 152 | $2.2B | 87,670,495 | 37 | 68 | 34 | 0.0% |
| Q4 2021 | 132 | $6.4B | 235,571,166 | 9 | 68 | 21 | 0.0% |
| Q3 2021 | 129 | $5.9B | 212,998,466 | 18 | 63 | 24 | 0.0% |
| Q2 2021 | 124 | $1.0B | 36,890,386 | 20 | 49 | 34 | 0.0% |
| Q1 2021 | 131 | $1.0B | 38,216,496 | 29 | 62 | 18 | 0.0% |
| Q4 2020 | 118 | $952.8M | 33,679,508 | 33 | 48 | 18 | 0.0% |
| Q3 2020 | 87 | $1.1B | 39,747,134 | 14 | 46 | 11 | 0.0% |
| Q2 2020 | 82 | $869.7M | 31,483,591 | 27 | 41 | 6 | 0.0% |
| Q1 2020 | 60 | $3.9B | 152,426,865 | 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 | $380.7M | 14,634,292 | 12 | 12 | 5 | 0.0% |
| Q1 2019 | 26 | $364.4M | 14,437,714 | 8 | 11 | 1 | 0.0% |
| Q4 2018 | 18 | $9.6M | 401,277 | 0 | 1 | 0 | 0.0% |