ISHARES TR (SUSA) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SUSA?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SUSA?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Is institutional money flowing into SUSA?

103 institutional investors hold ISHARES TR (SUSA). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SUSA?

Track institutional sentiment and conviction scores for ISHARES TR (SUSA) including Smart Money Verdict and position changes on HoldingsIntel.

ISHARES TR

SUSA·464288802·US·etf·Unknown - Unknown

ESG OPTIMIZED

SUSA (ISHARES TR) is held by 103 institutional investors as of Q4 2025. Largest holders: BANK OF AMERICA CORP /DE/ ($225.2M), PNC FINANCIAL SERVICES GROUP, INC. ($152.7M), MORGAN STANLEY ($141M). Net institutional sentiment: Mixed.

103

Holders

Avg rating(13 Elite)

$1.4B

Total Value

54% (108)

Fund Consensus

46 buying - 39 selling

Smart Money Verdict- Q4 2025View all

61Mixed MomentumSingle Source

Held by 103 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	1.6M(+12.1%)	$225.2M	0.0%	+12.66%	34
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1.1M(+3.0%)	$152.7M	0.1%	+57.14%	31
MORGAN STANLEY	Decreased	1M(-2.8%)	$141M	0.0%	+25.26%	0
ROYAL BANK OF CANADA	Increased	633,422(+17.2%)	$88.3M	0.0%	+11.88%	35
RAYMOND JAMES FINANCIAL INC	Increased	606,469(+237.0%)	$84.5M	0.0%	+2.83%	48
BlackRock, Inc.	Increased	501,158(+0.2%)	$69.8M	0.0%	+17.60%	30
AMERIPRISE FINANCIAL INC	Decreased	484,077(-1.9%)	$67.5M	0.0%	+79.58%	0
JPMORGAN CHASE & CO	Decreased	408,695(-0.6%)	$56.9M	0.0%	+14.65%	0
WELLS FARGO & COMPANY/MN	Increased	378,889(+4.3%)	$52.8M	0.0%	+54.07%	31
UBS Group AG	Decreased	375,764(-16.9%)	$52.4M	0.0%	+90.12%	0
LPL Financial LLC	Increased	308,016(+4.6%)	$42.9M	0.0%	+79.82%	31
MERCER GLOBAL ADVISORS INC /ADV	Increased	305,852(+2.6%)	$42.6M	0.1%	+13.40%	30
ENVESTNET ASSET MANAGEMENT INC	Decreased	236,382(-2.7%)	$32.9M	0.0%	+43.21%	0
Baird Financial Group, Inc.	Increased	184,773(+1.6%)	$25.7M	0.0%	+45.70%	29
Mariner, LLC	Increased	180,072(+5.7%)	$25.1M	0.0%	+62.00%	30
TRUIST FINANCIAL CORP	Decreased	133,587(-20.8%)	$18.6M	0.0%	+67.95%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	111,724(-31.0%)	$15.6M	0.0%	+47.85%	0
Cetera Investment Advisers	Increased	96,203(+2.6%)	$13.4M	0.0%	+18.19%	29
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	93,161(-2.1%)	$13.2M	0.0%	+43.32%	0
HighTower Advisors, LLC	Decreased	83,737(-5.5%)	$11.7M	0.0%	+67.44%	0
US BANCORP \DE\	Decreased	76,754(-2.5%)	$10.7M	0.0%	+46.66%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	66,182(-1.0%)	$9.2M	0.0%	+61.53%	0
NORTHERN TRUST CORP	Decreased	63,410(-0.6%)	$8.8M	0.0%	+77.38%	0
NewEdge Advisors, LLC	Increased	59,318(+0.3%)	$8.3M	0.0%	+42.67%	27
REGIONS FINANCIAL CORP	Decreased	57,611(-2.7%)	$8M	0.1%	+89.79%	0
KEYBANK NATIONAL ASSOCIATION/OH	Increased	54,325(+1.0%)	$7.6M	0.0%	+87.59%	28
BANK OF MONTREAL /CAN/	Increased	53,547(+7.8%)	$7.5M	0.0%	+13.33%	30
OSAIC HOLDINGS, INC.	Increased	50,732(+6.8%)	$7.1M	0.0%	+55.10%	29
Creative Planning	Increased	48,304(+21.1%)	$6.7M	0.0%	+31.84%	33
MML INVESTORS SERVICES, LLC	Increased	43,867(+0.1%)	$6.1M	0.0%	+57.82%	27
D.A. DAVIDSON & CO.	Decreased	42,691(-0.8%)	$5.9M	0.0%	+66.82%	0
CAPTRUST FINANCIAL ADVISORS	Increased	40,269(+268.8%)	$5.6M	0.0%	+7.57%	44
Rockefeller Capital Management L.P.	Increased	39,240(+14.8%)	$5.5M	0.0%	+7.15%	31
BROWN ADVISORY INC	Increased	38,289(+565.5%)	$5.3M	0.0%	+0.70%	44
Cerity Partners LLC	Increased	34,641(+17.1%)	$4.8M	0.0%	+46.01%	31
JONES FINANCIAL COMPANIES LLLP	Increased	33,269(+11.2%)	$4.6M	0.0%	+15.93%	30
Pathstone Holdings, LLC	Increased	31,723(+15.4%)	$4.4M	0.0%	+28.16%	31
STIFEL FINANCIAL CORP	Increased	29,144(+0.1%)	$4.1M	0.0%	+56.89%	27
Focus Partners Wealth	Increased	24,701(+14.3%)	$3.4M	0.0%	+27.51%	30
Kestra Advisory Services, LLC	Decreased	24,634(-0.7%)	$3.4M	0.0%	+48.54%	0
OneDigital Investment Advisors LLC	Decreased	23,055(-9.3%)	$3.2M	0.0%	+31.18%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	22,516(-33.1%)	$3.1M	0.0%	+25.91%	0
Steward Partners Investment Advisory, LLC	Decreased	21,860(-21.5%)	$3M	0.0%	+32.69%	0
&PARTNERS	Decreased	21,095(-10.7%)	$2.9M	0.0%	+18.11%	0
HB Wealth Management, LLC	Increased	20,207(+0.6%)	$2.8M	0.0%	+32.11%	26
Private Advisor Group, LLC	Increased	19,999(+1.3%)	$2.8M	0.0%	+58.45%	27
Cresset Asset Management, LLC	Decreased	19,865(-0.1%)	$2.8M	0.0%	+49.46%	0
Allworth Financial LP	Decreased	19,720(-5.5%)	$2.7M	0.0%	+41.00%	0
BLAIR WILLIAM & CO/IL	Decreased	18,464(-0.7%)	$2.6M	0.0%	+108.73%	0
COMMERCE BANK	Unchanged	18,280	$2.5M	0.0%	+103.24%	0
Corient Private Wealth LLC	Increased	16,146(+2.0%)	$2.3M	0.0%	+42.94%	27
Integrated Wealth Concepts LLC	Decreased	14,522(-1.4%)	$2M	0.0%	+61.61%	0
FMR LLC	Increased	14,450(+15.2%)	$2M	0.0%	+10.11%	30
Vanguard Personalized Indexing Management, LLC	Unchanged	14,393	$2M	0.0%	+19.83%	0
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	13,961(-2.3%)	$1.9M	0.0%	+48.69%	0
AE Wealth Management LLC	Increased	13,479(+2081.1%)	$1.9M	0.0%	-0.84%	42
Sequoia Financial Advisors, LLC	Decreased	12,631(-21.8%)	$1.8M	0.0%	+36.83%	0
Aptus Capital Advisors, LLC	Unchanged	11,817	$1.6M	0.0%	+31.31%	0
FRANKLIN RESOURCES INC	Decreased	11,439(-0.4%)	$1.6M	0.0%	+64.52%	0
M&T BANK CORP	Decreased	10,121(-98.1%)	$1.5M	0.0%	+71.96%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	10,842(+3.9%)	$1.5M	0.0%	+15.11%	27
Beacon Pointe Advisors, LLC	Increased	10,734(+7.2%)	$1.5M	0.0%	+36.54%	27
Waverly Advisors, LLC	Increased	9,845(+67.5%)	$1.4M	0.0%	+11.98%	37
Lido Advisors, LLC	New	9,110	$1.3M	0.0%	-1.45%	35
Federation des caisses Desjardins du Quebec	Decreased	8,668(-17.6%)	$1.2M	0.0%	+61.54%	0
GLENMEDE TRUST CO NA	Increased	8,514(+48.7%)	$1.2M	0.0%	+34.17%	35
Haverford Trust Co	Unchanged	8,380	$1.2M	0.0%	+40.79%	0
HUNTINGTON NATIONAL BANK	Unchanged	7,336	$1M	0.0%	+35.69%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	7,280(+0.0%)	$1M	0.0%	+58.29%	25
Wealthspire Advisors, LLC	Unchanged	7,176	$999,940	0.0%	+87.22%	0
Equitable Holdings, Inc.	Decreased	6,300(-20.0%)	$877,874	0.0%	+74.67%	0
COMERICA BANK	Increased	6,292(+0.1%)	$876,785	0.0%	+46.06%	25
Farther Finance Advisors, LLC	Increased	6,045(+1.1%)	$842,340	0.0%	+23.13%	25
Orion Porfolio Solutions, LLC	Increased	5,577(+16.1%)	$777,074	0.0%	+13.61%	29
Pinnacle Financial Partners, Inc.	New	5,353	$745,932	0.0%	-1.45%	34
Merit Financial Group, LLC	Increased	5,194(+2.7%)	$723,807	0.0%	+73.45%	25
SCS Capital Management LLC	Unchanged	5,081	$708,066	0.0%	+22.19%	0
EP Wealth Advisors, LLC	Decreased	5,029(-0.1%)	$700,785	0.0%	+53.33%	0
AGF MANAGEMENT LTD	Decreased	5,000(-7.4%)	$696,725	0.0%	+50.84%	0
MATHER GROUP, LLC.	Increased	4,990(+0.0%)	$695,297	0.0%	+25.39%	24
Vontobel Holding Ltd.	Unchanged	4,816	$671,086	0.0%	+14.65%	0
Empower Advisory Group, LLC	Increased	4,760(+88.3%)	$663,282	0.0%	+25.51%	38
MAI Capital Management	Decreased	4,467(-5.8%)	$622,466	0.0%	+37.52%	0
Bank Julius Baer & Co. Ltd, Zurich	Decreased	4,457(-54.9%)	$621,110	0.0%	+66.70%	0
First Command Advisory Services, Inc.	Increased	4,311(+4.6%)	$600,716	0.0%	+50.45%	26
JOHNSON INVESTMENT COUNSEL INC	Unchanged	4,284	$596,954	0.0%	+93.30%	0
CIBC Asset Management Inc	Unchanged	4,010	$558,773	0.0%	+111.32%	0
Sanctuary Advisors, LLC	Increased	3,400(+5.4%)	$473,801	0.0%	+17.76%	25
Envestnet Portfolio Solutions, Inc.	Increased	3,177(+13.0%)	$442,723	0.0%	+46.99%	27
FIFTH THIRD BANCORP	Unchanged	2,883	$401,732	0.0%	+26.91%	0
FIRST MANHATTAN CO. LLC.	Unchanged	2,238	$311,854	0.0%	+22.19%	0
Neuberger Berman Group LLC	Decreased	2,092(-0.4%)	$291,510	0.0%	+34.93%	0
ALLIANCEBERNSTEIN L.P.	New	1,913	$266,567	0.0%	-1.45%	32
DAVENPORT & Co LLC	Unchanged	1,774	$247,198	0.0%	+2.69%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	New	1,763	$245,618	0.0%	-1.45%	32
Savant Capital, LLC	Decreased	1,745(-48.0%)	$243,099	0.0%	+19.51%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	1,699	$236,747	0.0%	-1.45%	32
Bank of New York Mellon Corp	Decreased	1,444(-3.7%)	$201,193	0.0%	+10.48%	0
ASSETMARK, INC	Increased	603(+7.9%)	$84,043	0.0%	+18.98%	23
Qube Research & Technologies Ltd	Decreased	576(-11.7%)	$80,263	0.0%	+14.82%	0
CIBC Private Wealth Group LLC	Unchanged	317	$44,169	0.0%	+29.24%	0
Russell Investments Group, Ltd.	Decreased	34(-17.1%)	$4,738	0.0%	+14.65%	0
Allspring Global Investments Holdings, LLC	Unchanged	0	$45	0.0%	+2.69%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$433,062	0.0%	+12.11%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$951	0.0%	+6.37%	0
Empowered Funds, LLC	Exited	0(-100.0%)	$258,278	0.0%	+4.20%	0
AQR CAPITAL MANAGEMENT LLC	Exited	0(-100.0%)	$261,533	0.0%	+4.20%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$6.8M	0.0%	+4.86%	0

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