SUSB — ISHARES TR

Ownership history in HM PAYSON & CO  ·  22 quarters on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in ISHARES TR (SUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2020 Q4)
Avg. % of fund
0.01%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 6,400 — 0% 0.00% $162K $24.75
2025 Q1 UNCHANGED 6,400 — 0% 0.00% $160K $23.91
2024 Q4 UNCHANGED 6,400 — 0% 0.00% $158K $23.46
2024 Q3 UNCHANGED 6,400 — 0% 0.00% $161K $23.57
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SUSB price (monthly, adj. close)

Other funds also holding SUSB

As of 2025 Q4 — sorted by position size

LFA - Lugano Financial Advisors SA 3Y 7Y 5.96% Northland Capital Management LLC 3Y 2.73% Milestone Investment Advisors LLC 3Y 2.55% Colorado Capital Management, Inc. 3Y 7Y 2.32% Francis Financial, Inc. 3Y 7Y 2.04% IMPACTfolio, LLC 3Y 1.76% Integris Wealth Management, LLC 3Y 1.57% Bear Mountain Capital, Inc. 1.22% SEEDS INVESTOR LLC 0.81% Kondo Wealth Advisors, Inc. 0.8%
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