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SUSBSUSB
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Position history for Allworth Financial LPAllworth Financial LP's holdings in ISHARES TR

Yes. Allworth Financial holds 486,779 shares of SUSB, worth $12.2M, as of its Q2 2026 13F filing. It increased the position by 8,706 shares (+1.8%) from Q1 2026. Allworth Financial has held SUSB since Q3 2021, across 20 quarterly 13F filings. SUSB is 0.1% of Allworth Financial's reported 13F portfolio.

Current Value

$12.2M

Current Shares

486,779

Total Value Change

+$3.1M

Total Shares Change

+125,333

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
486,779
+1.8%
$12.2M0.1%$24.80
28
2026-Q1
Increased
478,073
+7.3%
$12M0.0%$24.60
30
2025-Q4
Increased
445,511
+0.8%
$11.2M0.0%$24.59
28
2025-Q3
Increased
441,876
+2.6%
$11.2M0.0%$24.29
29
2025-Q2
Increased
430,701
+2.2%
$10.8M0.1%$23.89
28
2025-Q1
Increased
421,278
+4.9%
$10.5M0.1%$23.47
29
2024-Q4
Increased
401,443
+11.1%
$9.9M0.1%$23.03
31
2024-Q3
Increased
361,446
+1.6%
$9.1M0.1%$23.13
28

Other major holders of SUSB: ENVESTNET ASSET MANAGEMENT INC, GOLDMAN SACHS GROUP INC

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