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SUSB · Insider trading · 13F holders · Congress trades

Ishares Tr (SUSB)

Who is buying and selling SUSB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
52
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

SUSB at a glance

  • No open-market insider purchases or sales of SUSB were filed in the last 90 days.
  • 52 13F filers hold SUSB among their 50 largest positions, worth $146.3M combined. The biggest bets by portfolio weight are Impact Investors, Inc (3.8%), Wells Financial Advisors INC (2.5%) and Avise Financial Cooperative, Inc. (2.4%). In their latest 13Fs, 0 managers opened a new position and 13 added to one.
  • No member of Congress has disclosed a trade in SUSB.

SUSB insider trading

No open-market insider purchases or sales of SUSB were filed in the last 90 days.

Who owns SUSB? Hedge funds and superinvestors

52 13F filers hold SUSB among their 50 largest positions, worth $146.3M combined. The biggest bets by portfolio weight are Impact Investors, Inc (3.8%), Wells Financial Advisors INC (2.5%) and Avise Financial Cooperative, Inc. (2.4%). In their latest 13Fs, 0 managers opened a new position and 13 added to one.

13F filers holding SUSB
Manager% of portfolioValueSharesLast quarter13F
Acorns Advisers, LLCWealth manager0.1%$17.5M698,679+5.8% sharesQ2 2026
Milestone Investment Advisors LLCWealth manager2.2%$10.4M414,403-1.9% sharesQ2 2026
Francis Financial, Inc.Wealth manager1.7%$10.3M410,670+1.5% sharesQ2 2026
Odyssey Group, LLCWealth manager2.1%$7.7M309,835—Q2 2026
Raffa Wealth Management, LLCInstitutional asset manager0.9%$7.3M293,026+13.1% sharesQ2 2026
Integris Wealth Management, LLCWealth manager1.4%$7.3M299,517-1.4% sharesQ3 2026
Colorado Capital Management, Inc.Wealth manager2.4%$6.9M280,562+4.7% sharesQ3 2026
Wescott Financial Advisory Group, LLCWealth manager0.5%$6.4M255,365+0.6% sharesQ2 2026
Impact Investors, IncWealth manager3.8%$5.2M209,479-13.6% sharesQ2 2026
Arlington Financial Advisors, LLCWealth manager0.6%$4.9M201,803+12.4% sharesQ3 2026
IMPACTfolio, LLCWealth manager1.7%$4.7M192,479+6.2% sharesQ3 2026
Atomic Invest LLCInstitutional asset manager0.4%$4.2M167,385-16.8% sharesQ2 2026
Bear Mountain Capital, Inc.Wealth manager1.1%$3.9M157,921+2.6% sharesQ2 2026
Brio Consultants, LLCWealth manager0.4%$3.8M152,702+2.6% sharesQ2 2026
Clarity Wealth Development LLCWealth manager2.0%$3.5M141,718+7.0% sharesQ3 2026
Charter Oak Capital Management, LLCAsset manager0.3%$3.5M138,119-4.4% sharesQ1 2026
Avise Financial Cooperative, Inc.Wealth manager2.4%$3.4M135,339—Q2 2026
Stanich Group LLCWealth manager1.4%$2.8M115,397—Q3 2026
Northland Capital Management LLCWealth manager1.3%$2.8M113,177-5.9% sharesQ3 2026
Flagstone Financial ManagementWealth manager0.5%$2.2M89,945+4.3% sharesQ2 2026
Talisman Wealth Advisors LLCWealth manager1.4%$1.9M5,553—Q2 2026
Strategic Point Investment Advisors, LLCWealth manager0.2%$1.9M77,265+1.8% sharesQ3 2026
Plum Street Advisors, LLCWealth manager0.6%$1.8M73,885+1.8% sharesQ2 2026
eCIO, Inc.Institutional asset manager0.5%$1.8M72,604+6.2% sharesQ2 2026
True Blue Financial, LLCWealth manager0.7%$1.8M74,032—Q3 2026
Kondo Wealth Advisors, Inc.Wealth manager0.6%$1.8M72,999+2.5% sharesQ3 2026
Omega Financial Group, LLCWealth manager0.6%$1.8M72,855-0.9% sharesQ3 2026
Opal Wealth Advisors, LLCWealth manager0.3%$1.3M52,622+12.4% sharesQ3 2026
Davis Wealth Advisors, LLCWealth manager0.9%$1.1M45,001—Q2 2026
Scott Capital Advisors, LLCAsset manager0.2%$1.1M45,692-2.5% sharesQ3 2026

The 30 largest of 52 positions, by value. Each manager counts with its latest 13F (Q3 2026: 22, Q2 2026: 29, Q1 2026: 1). Screen SUSB in the grand portfolio →

SUSB stock trades by members of Congress

No member of Congress has disclosed a trade in SUSB.

SUSB questions and answers

Are insiders buying SUSB stock?

No open-market insider purchases or sales of SUSB were filed in the last 90 days.

Which hedge funds own SUSB?

52 13F filers hold SUSB among their 50 largest positions, worth $146.3M combined. The biggest bets by portfolio weight are Impact Investors, Inc (3.8%), Wells Financial Advisors INC (2.5%) and Avise Financial Cooperative, Inc. (2.4%). In their latest 13Fs, 0 managers opened a new position and 13 added to one.

Has Congress traded SUSB?

No member of Congress has disclosed a trade in SUSB.

Who is the largest holder of SUSB?

Among 13F filers, Acorns Advisers, LLC reports the largest SUSB position, $17.5M (698,679 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Impact Investors, Inc's: 3.8% of its portfolio.

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