iSHARES TRUST - SUSB

Sector: Funds · Industry: ETF / Fund
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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$716.1M
QoQ value delta ($000)
+$73.68M (+11.47%)
Implied price effect (QoQ)
-0.27%
Shares
Total shares
28,378,016
QoQ shares delta
+2,987,837 (+11.77%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
GOLDMAN SACHS GROUP INC 79,155 3,136,131 0.01%
LPL Financial LLC 39,083 1,548,459 0.01%
MORGAN STANLEY 24,731 979,842 0.0%
AMERIPRISE FINANCIAL INC 19,921 789,313 0.0%
THRIVENT FINANCIAL FOR LUTHERANS 19,477 771,063 0.03%
EP Wealth Advisors, LLC 16,872 668,484 0.09%
Acorns Advisers, LLC 16,598 657,623 0.12%
ROYAL BANK OF CANADA 16,418 650,500 0.0%
Bank of New York Mellon Corp 15,627 619,170 0.0%
ENVESTNET ASSET MANAGEMENT INC 15,040 595,906 0.0%
WELLS FARGO & COMPANY/MN 13,792 546,447 0.0%
Savant Capital, LLC 13,696 542,668 0.08%
Wealthspire Advisors, LLC 12,789 506,708 0.1%
COMMONWEALTH EQUITY SERVICES, LLC 12,280 486,547 0.02%
Perigon Wealth Management, LLC 12,138 480,921 0.22%
Modera Wealth Management, LLC 12,132 480,687 0.14%
LFA - Lugano Financial Advisors SA 11,537 457,113 5.96%
Baird Financial Group, Inc. 11,331 448,957 0.02%
Allworth Financial LP 11,244 445,511 0.05%
UBS Group AG 11,077 438,884 0.0%
ST GERMAIN D J CO INC 11,046 437,666 0.43%
Milestone Investment Advisors LLC 10,525 417,032 2.55%
Mariner, LLC 10,464 414,582 0.01%
Francis Financial, Inc. 10,449 414,014 2.04%
JPMORGAN CHASE & CO 10,008 396,532 0.0%