ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Bank of Italy887,779$108
MERCER GLOBAL ADVISORS INC /ADV732,489$88,826
FMR LLC593,363$71,955
JPMORGAN CHASE & CO443,839$53,823
ROYAL BANK OF CANADA375,313$45,513
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC254,439$31,258
Creative Planning202,524$24,559
Allworth Financial LP191,568$23,231
Ellevest, Inc.148,459$18,003
Pathstone Holdings, LLC99,715$12,092
BANK OF AMERICA CORP /DE/90,642$10,992
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC83,118$10,079
Sanctuary Advisors, LLC78,991$9,579
OneDigital Investment Advisors LLC76,728$9,305
Robertson Stephens Wealth Management, LLC72,632$8,808
One Wealth Advisors, LLC63,122$7,655
W ADVISORS, LLC56,947$6,906
GeoWealth Management, LLC56,439$6,844
COMMONWEALTH EQUITY SERVICES, LLC55,787$6,765
SK Wealth Management, LLC51,148$6,314
BLUESTEM FINANCIAL ADVISORS, LLC49,132$5,958
Integrated Wealth Concepts LLC42,861$5,198
Aptus Capital Advisors, LLC42,411$5,143
Xena Financial Planning, LLC41,724$5,060
OSAIC HOLDINGS, INC.29,684$3,602
BFSG, LLC28,404$3,444
LPL Financial LLC26,053$3,159
RAYMOND JAMES FINANCIAL INC24,775$3,004
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO23,811$2,887
WELLS FARGO & COMPANY/MN23,507$2,851
Omega Financial Group, LLC20,788$2,521
Brookstone Capital Management20,747$2,516
Corient Private Wealth LLC19,108$2,317
KICKSTAND VENTURES, LLC.18,167$2,203
Equitable Holdings, Inc.17,937$2,175
Wealthspire Advisors, LLC17,129$2,077
MATHER GROUP, LLC.17,037$2,066
HB Wealth Management, LLC16,986$2,060
Walkner Condon Financial Advisors LLC16,901$2,050
Steward Partners Investment Advisory, LLC16,387$1,987
Cetera Investment Advisers16,217$1,967
CFS Investment Advisory Services, LLC15,999$1,940
Ashton Thomas Private Wealth, LLC15,706$1,905
Values Added Financial LLC15,516$1,882
SAX WEALTH ADVISORS, LLC15,452$1,874
Keebeck Wealth Management15,261$1,851
ENVESTNET ASSET MANAGEMENT INC14,646$1,776
Bond & Devick Financial Network, Inc.14,493$1,758
Orgel Wealth Management, LLC13,742$1,666
Cypress Wealth Services, LLC13,388$1,624
Obsido Oy13,367$1,621
Affinity Capital Advisors, LLC10,581$1,283
Cambridge Investment Research Advisors, Inc.9,789$1
Compass Ion Advisors, LLC9,600$1,164
MGO ONE SEVEN LLC9,336$1,132
SNS Financial Group, LLC8,844$1,072
Farther Finance Advisors, LLC8,708$1,056
CITADEL ADVISORS LLC8,514$1,032
Sequoia Financial Advisors, LLC8,514$1,032
BLAIR WILLIAM & CO/IL8,060$977
Csenge Advisory Group8,000$970
STIFEL FINANCIAL CORP7,695$933
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,679$931
Stratos Wealth Partners, LTD.7,544$915
Friedenthal Financial7,281$883
Wealthcare Advisory Partners LLC7,187$871
Crusonia Wealth Advisors LLC6,350$770
WealthPlan Investment Management, LLC6,281$762
Perigon Wealth Management, LLC6,198$752
Charter Oak Capital Management, LLC6,159$747
Aries Wealth Management5,976$725
Private Advisor Group, LLC5,737$696
RVW Wealth, LLC5,721$694
PARK AVENUE SECURITIES LLC5,505$1
Fragasso Group Inc.5,021$609
EverSource Wealth Advisors, LLC4,864$590
JGP Wealth Management, LLC4,821$585
Relyea Zuckerberg Hanson LLC4,745$575
Pathfinder Wealth Consulting, Inc.4,695$569
PFG Investments, LLC4,686$568
SmartHarvest Portfolios, LLC4,655$564
Mariner, LLC4,598$558
UNITED CAPITAL FINANCIAL ADVISORS, LLC4,509$546
IEQ CAPITAL, LLC4,505$546
Shared Vision Wealth Group LLC4,479$555
Merit Financial Group, LLC4,265$517
SkyView Investment Advisors, LLC4,262$1
Compound Planning, Inc.4,206$510
FIRETHORN WEALTH PARTNERS, LLC4,137$502
Vested Financial Planning, LLC4,019$487
AGF MANAGEMENT LTD4,000$485
JONES FINANCIAL COMPANIES LLLP3,883$471
SWEENEY & MICHEL, LLC3,767$461
NOVARE CAPITAL MANAGEMENT LLC3,755$455
Foster Group, Inc.3,638$441
CI INVESTMENTS INC.3,619$439
Strategic Blueprint, LLC3,408$413
MORGAN STANLEY3,392$411
Horizon Wealth Management, LLC3,371$409
Balance Wealth, LLC3,336$404
81 other institutions118,767$13,854
Total (181 institutions)5,695,040$580,681