How many shares of SUSB does Baird Financial Group, Inc. own?

As of 2026-Q2, Baird Financial Group, Inc. holds 484,395 shares of SUSB (ISHARES TR).

What is Baird Financial Group, Inc.'s SUSB position worth?

As of 2026-Q2, Baird Financial Group, Inc.'s SUSB position is worth $12.1M.

Is Baird Financial Group, Inc. buying or selling SUSB?

In 2026-Q2, Baird Financial Group, Inc. increased their SUSB position (+3.8% change in shares).

When did Baird Financial Group, Inc. first buy SUSB?

Based on available 13F filings, Baird Financial Group, Inc. first reported a position in SUSB in 2019-Q4. They have held the position across 27 quarters.

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Baird Financial Group, Inc.

SUSB
27 quarters

Position history for Baird Financial Group, Inc.'s holdings in ISHARES TR

Current Value

$12.1M

Current Shares

484,395

Total Value Change

+$11.6M

Total Shares Change

+464,469

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	484,395	+3.8%	$12.1M	0.0%	$24.80	29
2026-Q1	Increased	466,521	+3.9%	$11.7M	0.0%	$24.60	29
2025-Q4	Increased	448,957	+5.7%	$11.3M	0.0%	$24.59	29
2025-Q3	Increased	424,640	+1.9%	$10.7M	0.0%	$24.29	28
2025-Q2	Increased	416,825	+0.1%	$10.5M	0.0%	$23.89	28
2025-Q1	Decreased	416,332	-3.1%	$10.4M	0.0%	$23.47	0
2024-Q4	Increased	429,568	+1.0%	$10.6M	0.0%	$23.03	28
2024-Q3	Increased	425,450	+7.6%	$10.7M	0.0%	$23.13	30
2024-Q2	Increased	395,334	+3.8%	$9.7M	0.0%	$22.30	29
2024-Q1	Increased	380,906	+2.3%	$9.3M	0.0%	$22.09	28
2023-Q4	Increased	372,320	+6.4%	$9.1M	0.0%	$21.96	29
2023-Q3	Increased	349,874	+3.6%	$8.3M	0.0%	$21.10	29
2023-Q2	Increased	337,587	+2.8%	$8.1M	0.0%	$21.08	28
2023-Q1	Decreased	328,507	-12.0%	$7.9M	0.0%	$21.07	0
2022-Q4	Increased	373,143	+89.7%	$8.9M	0.0%	$20.73	43
2022-Q3	Increased	196,756	+18.2%	$4.6M	0.0%	$20.34	32
2022-Q2	Decreased	166,424	-0.7%	$4M	0.0%	$20.77	0
2022-Q1	Decreased	167,620	-12.1%	$4.1M	0.0%	$21.16	0
2021-Q4	Increased	190,577	+69.5%	$4.9M	0.0%	$21.99	40
2021-Q3	Increased	112,419	+6.5%	$2.9M	0.0%	$22.15	28
2021-Q2	Increased	105,530	+37.1%	$2.7M	0.0%	$22.15	34
2021-Q1	Increased	76,948	+35.8%	$2M	0.0%	$22.03	34
2020-Q4	Increased	56,662	+24.3%	$1.5M	0.0%	$22.15	31
2020-Q3	Increased	45,578	+15.9%	$1.2M	0.0%	$21.97	29
2020-Q2	Increased	39,311	+33.4%	$1M	0.0%	$21.79	32
2020-Q1	Increased	29,477	+47.9%	$735,000	0.0%	$20.76	34
2019-Q4	New	19,926	-	$507,000	0.0%	$21.11	33

Other major holders of SUSB: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, GOLDMAN SACHS GROUP INC

SUSB27 quarters

SUSB
27 quarters