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On this page, we present all of the funds holding IUS from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IUS, with a link to that fund's top holdings. The next columns
indicate the amount of IUS stock held by each of the funds holding IUS, followed by the IUS position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 44 funds holding IUS within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC
(or by any of the other funds holding IUS), click the fund name in the "Holder" column of the funds-holding-IUS table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 625,715 | $27,093 | 12/31/2023 | IUS | 625,715 | $27,093 | 12/31/2023 | Merit Financial Group LLC | 508,228 | $22,006 | 12/31/2023 | IUS | 508,228 | $22,006 | 12/31/2023 | Aveo Capital Partners LLC | 478,497 | $20,719 | 12/31/2023 | IUS | 478,497 | $20,719 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 247,532 | $11,748 | 03/31/2024 | IUS | 247,532 | $11,748 | 03/31/2024 | Advisor Group Holdings Inc. | 248,820 | $10,775 | 12/31/2023 | IUS | 248,820 | $10,775 | 12/31/2023 | Zimmermann Investment Management & Planning LLC | 110,470 | $5,243 | 03/31/2024 | IUS | 110,470 | $5,243 | 03/31/2024 | Kingsview Wealth Management LLC | 114,986 | $4,979 | 12/31/2023 | IUS | 114,986 | $4,979 | 12/31/2023 | McIlrath & Eck LLC | 100,623 | $4,357 | 12/31/2023 | IUS | 100,623 | $4,357 | 12/31/2023 | Signal Advisors Wealth LLC | 86,985 | $4,128 | 03/31/2024 | IUS | 86,985 | $4,128 | 03/31/2024 | Foguth Wealth Management LLC. | 86,886 | $4,124 | 03/31/2024 | IUS | 86,886 | $4,124 | 03/31/2024 | Eaton Financial Holdings Company LLC | 85,701 | $4,067 | 03/31/2024 | IUS | 85,701 | $4,067 | 03/31/2024 | PFG Advisors | 82,267 | $3,562 | 12/31/2023 | IUS | 82,267 | $3,562 | 12/31/2023 | Geneos Wealth Management Inc. | 76,775 | $3,324 | 12/31/2023 | IUS | 76,775 | $3,324 | 12/31/2023 | Prosperity Wealth Management Inc. | 73,250 | $3,172 | 12/31/2023 | IUS | 73,250 | $3,172 | 12/31/2023 | Kestra Advisory Services LLC | 64,713 | $2,802 | 12/31/2023 | IUS | 64,713 | $2,802 | 12/31/2023 | Envestnet Asset Management Inc. | 46,906 | $2,031 | 12/31/2023 | IUS | 46,906 | $2,031 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 39,174 | $1,859 | 03/31/2024 | IUS | 39,174 | $1,859 | 03/31/2024 | MML Investors Services LLC | 42,498 | $1,840 | 12/31/2023 | IUS | 42,498 | $1,840 | 12/31/2023 | RVW Wealth LLC | 28,786 | $1,366 | 03/31/2024 | IUS | 28,786 | $1,366 | 03/31/2024 | CoreCap Advisors LLC | 29,571 | $1,280 | 12/31/2023 | IUS | 29,571 | $1,280 | 12/31/2023 | Commonwealth Equity Services LLC | 27,712 | $1,200 | 12/31/2023 | IUS | 27,712 | $1,200 | 12/31/2023 | Stratos Wealth Partners LTD. | 17,690 | $840 | 03/31/2024 | IUS | 17,690 | $840 | 03/31/2024 | Bank of America Corp DE | 16,974 | $735 | 12/31/2023 | IUS | 16,974 | $735 | 12/31/2023 | Goldman Sachs Group Inc. | 14,603 | $632 | 12/31/2023 | IUS | 14,603 | $632 | 12/31/2023 | Equitable Holdings Inc. | 9,339 | $404 | 12/31/2023 | IUS | 9,339 | $404 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 8,055 | $382 | 03/31/2024 | IUS | 8,055 | $382 | 03/31/2024 | Fermata Advisors LLC | 7,697 | $365 | 03/31/2024 | IUS | 7,697 | $365 | 03/31/2024 | Cetera Investment Advisers | 7,244 | $314 | 12/31/2023 | IUS | 7,244 | $314 | 12/31/2023 | WMG Financial Advisors LLC | 5,260 | $228 | 12/31/2023 | IUS | 5,260 | $228 | 12/31/2023 | Global Retirement Partners LLC | 4,550 | $216 | 03/31/2024 | IUS | 4,550 | $216 | 03/31/2024 | Dynamic Advisor Solutions LLC | 4,534 | $215 | 03/31/2024 | IUS | 4,534 | $215 | 03/31/2024 | Harbour Investments Inc. | 2,424 | $105 | 12/31/2023 | IUS | 2,424 | $105 | 12/31/2023 | Centaurus Financial Inc. | 2,380 | $103 | 12/31/2023 | IUS | 2,380 | $103 | 12/31/2023 | UBS Group AG | 1,202 | $52 | 12/31/2023 | IUS | 1,202 | $52 | 12/31/2023 | Principal Securities Inc. | 984 | $43 | 12/31/2023 | IUS | 984 | $43 | 12/31/2023 | Anchor Investment Management LLC | 940 | $41 | 12/31/2023 | IUS | 940 | $41 | 12/31/2023 | JPMorgan Chase & Co. | 900 | $39 | 12/31/2023 | IUS | 900 | $39 | 12/31/2023 | Wells Fargo & Company MN | 745 | $32 | 12/31/2023 | IUS | 745 | $32 | 12/31/2023 | AdvisorNet Financial Inc | 335 | $16 | 03/31/2024 | IUS | 335 | $16 | 03/31/2024 | Morgan Stanley | 323 | $14 | 12/31/2023 | IUS | 323 | $14 | 12/31/2023 | Private Trust Co. NA | 123 | $6 | 03/31/2024 | IUS | 123 | $6 | 03/31/2024 | FMR LLC | 121 | $5 | 12/31/2023 | IUS | 121 | $5 | 12/31/2023 | Citigroup Inc. | 120 | $5 | 12/31/2023 | IUS | 120 | $5 | 12/31/2023 | Jamison Private Wealth Management Inc. | 47 | $2 | 03/31/2024 | IUS | 47 | $2 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | IUS | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IUS
See Details: Top 10 Hedge Funds Holding IUS
Also See: IUS Holdings Changes
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