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This page summarizes the IUS holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether IUS is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IUS Share Count |
|---|
| Raymond James Financial Services Advisors Inc. |
112,289 |
247,532 |
+135,243 |
+120.44% |
| Cambridge Investment Research Advisors Inc. |
31,459 |
39,174 |
+7,715 |
+24.52% |
| Global Retirement Partners LLC |
4,198 |
4,550 |
+352 |
+8.38% |
| Commonwealth Equity Services LLC |
27,712 |
28,116 |
+404 |
+1.46% |
| 13F Filers Reporting New Positions In IUS |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Mainstay Capital Management LLC ADV |
0 |
5,977 |
+5,977 |
+100% |
| Intelligence Driven Advisers LLC |
0 |
237,031 |
+237,031 |
+100% |
| Zimmermann Investment Management & Planning LLC |
0 |
110,470 |
+110,470 |
+100% |
| Eaton Financial Holdings Company LLC |
0 |
85,701 |
+85,701 |
+100% |
| Jamison Private Wealth Management Inc. |
0 |
47 |
+47 |
+100% |
| Foguth Wealth Management LLC. |
0 |
86,886 |
+86,886 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| AdvisorNet Financial Inc |
335 |
335 |
UNCH |
0.00% |
| 13F Filers Decreasing IUS Share Count |
|---|
| Fermata Advisors LLC |
22,187 |
7,697 |
-14,490 |
-65.31% |
| Stratos Wealth Partners LTD. |
24,922 |
17,690 |
-7,232 |
-29.02% |
| Private Trust Co. NA |
151 |
123 |
-28 |
-18.54% |
| RVW Wealth LLC |
31,570 |
28,786 |
-2,784 |
-8.82% |
| Dynamic Advisor Solutions LLC |
4,915 |
4,534 |
-381 |
-7.75% |
| Signal Advisors Wealth LLC |
93,135 |
86,985 |
-6,150 |
-6.60% |
| Wealth Enhancement Advisory Services LLC |
8,552 |
8,055 |
-497 |
-5.81% |
| 13F Filers Exiting IUS |
|---|
| Raymond James & Associates |
11,048 |
0 |
-11,048 |
-100.00% |
See Summary: Institutional Holders of IUS
See Details: Top 10 Hedge Funds Holding IUS
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