How many shares of SUSA does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 230,321 shares of SUSA (ISHARES TR).

What is ENVESTNET ASSET MANAGEMENT INC's SUSA position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's SUSA position is worth $35.5M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling SUSA?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC decreased their SUSA position (-5.6% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy SUSA?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in SUSA in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

SUSA
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES TR

Current Value

$35.5M

Current Shares

230,321

Total Value Change

+$32.5M

Total Shares Change

+201,176

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	230,321	-5.6%	$35.5M	0.0%	$154.30	0
2026-Q1	Increased	243,942	+3.2%	$32.2M	0.0%	$138.48	30
2025-Q4	Decreased	236,382	-2.7%	$32.9M	0.0%	$140.52	0
2025-Q3	Decreased	243,005	-37.5%	$33M	0.0%	$134.85	0
2025-Q2	Increased	388,825	+20.3%	$49.3M	0.0%	$125.34	35
2025-Q1	Increased	323,252	+26.8%	$37.1M	0.0%	$113.33	36
2024-Q4	Increased	254,936	+7.4%	$31M	0.0%	$120.79	31
2024-Q3	Increased	237,286	+12.6%	$28.6M	0.0%	$118.41	32
2024-Q2	Decreased	210,801	-2.9%	$23.7M	0.0%	$110.55	0
2024-Q1	Decreased	217,104	-5.3%	$23.7M	0.0%	$107.15	0
2023-Q4	Increased	229,305	+1.9%	$23M	0.0%	$98.36	29
2023-Q3	Decreased	224,988	-1.4%	$20.2M	0.0%	$87.72	0
2023-Q2	Decreased	228,216	-8.2%	$21.4M	0.0%	$89.95	0
2023-Q1	Increased	248,621	+6.5%	$21.8M	0.0%	$83.69	30
2022-Q4	Increased	233,455	+2.4%	$19.2M	0.0%	$79.40	29
2022-Q3	Decreased	228,017	-3.4%	$17.3M	0.0%	$73.96	0
2022-Q2	Decreased	236,040	-14.1%	$19M	0.0%	$77.88	0
2022-Q1	Increased	274,843	+1.0%	$26.6M	0.0%	$93.72	29
2021-Q4	Increased	272,136	+9.0%	$28.9M	0.0%	$101.14	31
2021-Q3	Increased	249,736	+6.8%	$24M	0.0%	$92.02	31
2021-Q2	Increased	233,803	+7.7%	$22.3M	0.0%	$90.27	31
2021-Q1	Increased	217,146	+70.7%	$19.1M	0.0%	$82.26	42
2020-Q4	Increased	127,178	+36.5%	$10.5M	0.0%	$76.98	36
2020-Q3	Increased	93,144	+85.5%	$13.7M	0.0%	$68.40	44
2020-Q2	Decreased	50,213	-31.9%	$6.7M	0.0%	$61.41	0
2020-Q1	Increased	73,693	+15.6%	$8.1M	0.0%	$51.99	32
2019-Q4	Increased	63,726	+30.3%	$8.5M	0.0%	$61.94	35
2019-Q3	Increased	48,910	+25.7%	$6M	0.0%	$56.72	33
2019-Q2	Increased	38,912	+9.1%	$4.7M	0.0%	$55.96	29
2019-Q1	Increased	35,683	+22.4%	$4.2M	0.0%	$54.08	32
2018-Q4	New	29,145	-	$3M	0.0%	$46.61	36

Other major holders of SUSA: Steward Partners Investment Advisory, LLC, Varma Mutual Pension Insurance Co, BANK OF AMERICA CORP /DE/

SUSA31 quarters

SUSA
31 quarters