iSHARES TRUST - SUSL

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$691.8M

QoQ value delta ($000)

+$117.5M (+20.47%)

Implied price effect (QoQ)

+3.98%

Total shares

5,700,731

QoQ shares delta

+780,142 (+15.85%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

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
Bank of Italy	107,658	887,779	4.68%
MERCER GLOBAL ADVISORS INC /ADV	88,826	732,489	0.14%
FMR LLC	71,954	593,363	0.0%
JPMORGAN CHASE & CO	53,822	443,839	0.0%
ROYAL BANK OF CANADA	45,513	375,313	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31,257	254,439	0.04%
Creative Planning	24,559	202,524	0.02%
Allworth Financial LP	23,230	191,568	0.1%
Ellevest, Inc.	18,003	148,459	2.49%
Pathstone Holdings, LLC	12,092	99,715	0.05%
BANK OF AMERICA CORP /DE/	10,991	90,642	0.0%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10,079	83,118	0.15%
Sanctuary Advisors, LLC	9,578	78,991	0.05%
OneDigital Investment Advisors LLC	9,304	76,728	0.09%
Robertson Stephens Wealth Management, LLC	8,807	72,632	0.23%
One Wealth Advisors, LLC	7,654	63,122	0.94%
W ADVISORS, LLC	6,905	56,947	3.47%
GeoWealth Management, LLC	6,844	56,439	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	6,765	55,787	0.01%
SK Wealth Management, LLC	6,314	51,148	1.76%
BLUESTEM FINANCIAL ADVISORS, LLC	5,958	49,132	2.3%
Integrated Wealth Concepts LLC	5,197	42,861	0.06%
Aptus Capital Advisors, LLC	5,143	42,411	0.04%
Xena Financial Planning, LLC	5,059	41,724	5.94%
OSAIC HOLDINGS, INC.	3,602	29,684	0.01%