SUSA — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns SUSA? 27 Institutions Hold $66.5M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (SUSA)? 27 institutions reported holding $66.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Shira Ridge Wealth Management ($44.2M), Tompkins Financial Corp ($4.7M), GoalVest Advisory LLC ($2.4M).

Rank	Institution	Value	Shares	Change
1	Shira Ridge Wealth Management	$44.2M	284,219	Trimmed
2	TOMPKINS FINANCIAL CORP	$4.7M	30,483	Trimmed
3	GoalVest Advisory LLC	$2.4M	15,387	Trimmed
4	Apella Capital, LLC	$2.3M	14,616	Added
5	Trust Co	$1.9M	12,506	Added
6	New Covenant Trust Company, N.A.	$1.9M	12,129	Trimmed
7	Farther Finance Advisors, LLC	$1.6M	10,017	Added
8	Coastline Trust Co	$1.1M	7,381	Trimmed
9	Bank of New Hampshire	$901,387	5,790	Hold
10	Nautilus Advisors LLC	$653,856	4,200	Trimmed
11	Heartwood Wealth Advisors LLC	$596,254	3,830	Hold
12	Weaver Consulting Group	$573,214	3,682	Hold
13	Asempa Wealth Advisors	$571,546	3,660	Hold
14	Mallini Complete Financial Planning LLC	$531,180	0	Hold
15	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$383,596	2,464	Trimmed
16	Acropolis Investment Management, LLC	$374,722	2,407	Hold
17	Grove Bank & Trust	$362,423	2,328	Hold
18	Pathway Financial Advisors LLC	$316,186	2,031	Added
19	Capital Advisors Wealth Management, LLC	$311,168	1,999	Added
20	Bath Savings Trust Co	$233,520	1,500	Hold
21	GAMMA Investing LLC	$148,519	954	Added
22	Investors Research Corp	$100,569	646	Trimmed
23	CoreCap Advisors, LLC	$74,415	478	Hold
24	VALLEY WEALTH MANAGERS, INC.	$54,488	350	Hold
25	CX Institutional	$36,000	233	Hold

Source: SEC Form 13F filings · as of 2026-09-30