SUSA · Insider trading · 13F holders · Congress trades
Ishares Tr (SUSA)
Who is buying and selling SUSA: 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
- 78
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SUSA at a glance
- No open-market insider purchases or sales of SUSA were filed in the last 90 days.
- 78 13F filers hold SUSA among their 50 largest positions, worth $536.8M combined. The biggest bets by portfolio weight are Shira Ridge Wealth Management (15.4%), Farrow Financial, Inc. (7.6%) and IMA Advisory Services, Inc. (5.1%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in SUSA.
SUSA insider trading
No open-market insider purchases or sales of SUSA were filed in the last 90 days.
Who owns SUSA? Hedge funds and superinvestors
78 13F filers hold SUSA among their 50 largest positions, worth $536.8M combined. The biggest bets by portfolio weight are Shira Ridge Wealth Management (15.4%), Farrow Financial, Inc. (7.6%) and IMA Advisory Services, Inc. (5.1%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Spinnaker TrustInvestment manager | 4.2% | $87.3M | 565,699 | -1.2% shares | Q2 2026 |
| IMA Advisory Services, Inc.Institutional asset manager | 5.1% | $80.9M | 524,325 | +0.4% shares | Q2 2026 |
| Acorns Advisers, LLCWealth manager | 0.5% | $69.6M | 451,365 | +0.0% shares | Q2 2026 |
| Mission Wealth Management, LPWealth manager | 1.0% | $62.7M | 402,724 | -7.4% shares | Q3 2026 |
| Shira Ridge Wealth ManagementWealth manager | 15.4% | $44.2M | 284,219 | -1.3% shares | Q3 2026 |
| Stewardship Advisors, LLCWealth manager | 3.1% | $14.8M | 94,754 | -24.4% shares | Q3 2026 |
| Farrow Financial, Inc.Wealth manager | 7.6% | $14.3M | 92,788 | -4.9% shares | Q2 2026 |
| Quent Capital, LLCWealth manager | 0.9% | $14.0M | 90,467 | -1.6% shares | Q2 2026 |
| Fund Evaluation Group, LLCInstitutional asset manager | 0.3% | $10.9M | 70,915 | +1.4% shares | Q2 2026 |
| Charter Oak Capital Management, LLCAsset manager | 0.8% | $10.1M | 76,374 | +6.1% shares | Q1 2026 |
| eCIO, Inc.Institutional asset manager | 2.6% | $9.3M | 60,027 | -9.1% shares | Q2 2026 |
| Accredited Investors Inc.Wealth manager | 0.3% | $8.1M | 52,268 | -1.3% shares | Q2 2026 |
| Corundum Group, Inc.Hedge fund | 1.9% | $7.4M | 47,498 | -0.9% shares | Q3 2026 |
| Hilltop Wealth Advisors, LLCWealth manager | 3.1% | $6.2M | 39,993 | -4.1% shares | Q2 2026 |
| Bear Mountain Capital, Inc.Wealth manager | 1.8% | $6.1M | 39,189 | +1.9% shares | Q2 2026 |
| Roof Eidam Maycock Peralta, LLCWealth manager | 1.1% | $5.8M | 37,465 | +0.1% shares | Q3 2026 |
| Olde Wealth Management, LLCWealth manager | 1.5% | $5.3M | 34,653 | -0.1% shares | Q2 2026 |
| Garde Capital, Inc.Wealth manager | 0.3% | $5.1M | 32,555 | — | Q3 2026 |
| BigSur Wealth Management LLCWealth manager | 1.2% | $5.0M | 32,000 | +0.0% shares | Q3 2026 |
| CPC Advisors, LLCWealth manager | 0.5% | $3.7M | 23,590 | -4.8% shares | Q3 2026 |
| VERITY Wealth AdvisorsWealth manager | 2.2% | $3.6M | 23,263 | -1.2% shares | Q2 2026 |
| Fingerlakes Wealth Management, Inc.Wealth manager | 1.7% | $3.1M | 20,132 | +7.1% shares | Q2 2026 |
| Financially in Tune, LLCInvestment manager | 2.6% | $3.1M | 23,152 | +0.5% shares | Q1 2026 |
| Fsa Wealth Partners, Inc.Wealth manager | 0.8% | $3.0M | 19,184 | -0.8% shares | Q3 2026 |
| GoalVest Advisory LLCWealth manager | 0.4% | $2.4M | 15,387 | -0.3% shares | Q3 2026 |
| Ryan Investment Management, Inc.Wealth manager | 0.9% | $2.2M | 14,347 | +10.7% shares | Q3 2026 |
| Basso Capital Management, L.P.Wealth manager | 0.5% | $2.2M | 14,234 | — | Q2 2026 |
| Milestone Investment Advisors LLCWealth manager | 0.4% | $2.0M | 13,089 | -0.4% shares | Q2 2026 |
| New Covenant Trust Company, N.A.Bank & trust | 1.3% | $1.9M | 12,129 | -0.1% shares | Q3 2026 |
| Gould Asset Management LLC /ca/Asset manager | 0.3% | $1.8M | 11,896 | -11.2% shares | Q2 2026 |
The 30 largest of 78 positions, by value. Each manager counts with its latest 13F (Q3 2026: 40, Q2 2026: 35, Q1 2026: 3). Screen SUSA in the grand portfolio →
SUSA stock trades by members of Congress
No member of Congress has disclosed a trade in SUSA.
SUSA questions and answers
Are insiders buying SUSA stock?
No open-market insider purchases or sales of SUSA were filed in the last 90 days.
Which hedge funds own SUSA?
78 13F filers hold SUSA among their 50 largest positions, worth $536.8M combined. The biggest bets by portfolio weight are Shira Ridge Wealth Management (15.4%), Farrow Financial, Inc. (7.6%) and IMA Advisory Services, Inc. (5.1%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
Has Congress traded SUSA?
No member of Congress has disclosed a trade in SUSA.
Who is the largest holder of SUSA?
Among 13F filers, Spinnaker Trust reports the largest SUSA position, $87.3M (565,699 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Shira Ridge Wealth Management's: 15.4% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.