Who Owns ISHARES TR (SUSB)? -- Institutional Holders (2026-03-31)
321 institutions reported holding $741.0M of ISHARES TR (SUSB) in SEC 13F filings for 2026-03-31. Largest institutional holders: GOLDMAN SACHS GROUP INC ($84.8M), LPL Financial LLC ($40.8M), MORGAN STANLEY ($24.5M), Thrivent Financial for Lutherans ($20.2M), EP Wealth Advisors, LLC ($17.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | GOLDMAN SACHS GROUP INC | $84.8M | 3.4M | Added |
| 2 | LPL Financial LLC | $40.8M | 1.6M | Added |
| 3 | MORGAN STANLEY | $24.5M | 976,096 | Trimmed |
| 4 | Thrivent Financial for Lutherans | $20.2M | 805,599 | Added |
| 5 | EP Wealth Advisors, LLC | $17.6M | 700,916 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $16.9M | 673,207 | Trimmed |
| 7 | Bank of New York Mellon Corp | $16.8M | 670,797 | Added |
| 8 | Royal Bank of Canada | $16.7M | 666,747 | Added |
| 9 | Acorns Advisers, LLC | $16.5M | 660,178 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $15.3M | 609,338 | Added |
| 11 | Savant Capital, LLC | $14.4M | 575,654 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $13.6M | 543,394 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 527,736 | Trimmed |
| 14 | Wealthspire Advisors, LLC | $12.3M | 492,464 | Trimmed |
| 15 | Modera Wealth Management, LLC | $12.2M | 487,729 | Added |
| 16 | Allworth Financial LP | $12.0M | 478,073 | Added |
| 17 | UBS Group AG | $12.0M | 477,268 | Added |
| 18 | ST GERMAIN D J CO INC | $11.8M | 471,518 | Added |
| 19 | Baird Financial Group, Inc. | $11.7M | 466,521 | Added |
| 20 | LFA - Lugano Financial Advisors SA | $11.4M | 457,113 | Hold |
| 21 | Perigon Wealth Management, LLC | $10.9M | 435,167 | Trimmed |
| 22 | Milestone Investment Advisors LLC | $10.6M | 422,380 | Added |
| 23 | Mariner, LLC | $10.5M | 419,249 | Added |
| 24 | Francis Financial, Inc. | $10.1M | 404,435 | Trimmed |
| 25 | FLPUTNAM INVESTMENT MANAGEMENT CO | $9.4M | 375,638 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31