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Institutional Holders of IUSB

There is a long list of 618 institutional holders of IUSB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IUSB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IUSB table below, the initial column indicates the name of each top institutional holder of IUSB, with a link to that fund's top holdings. The next columns indicate the amount of IUSB stock held by each of the institutional holders of IUSB, followed by the IUSB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.100,340,729$4,622,697 12/31/2023
     IUSB100,340,729$4,622,697 12/31/2023
BlackRock Inc.60,444,091$2,784,659 12/31/2023
     IUSB60,444,091$2,784,659 12/31/2023
Jones Financial Companies Lllp47,864,940$2,205,138 12/31/2023
     IUSB47,864,940$2,205,138 12/31/2023
Wells Fargo & Company MN36,163,705$1,666,062 12/31/2023
     IUSB36,163,705$1,666,062 12/31/2023
LPL Financial LLC23,034,909$1,061,218 12/31/2023
     IUSB23,034,909$1,061,218 12/31/2023
Northwestern Mutual Wealth Management Co.20,359,555$937,979 12/31/2023
     IUSB20,359,555$937,979 12/31/2023
CWM LLC20,004,086$911,986 03/31/2024
     IUSB20,004,086$911,986 03/31/2024
Morgan Stanley14,557,316$670,656 12/31/2023
     IUSB14,557,316$670,656 12/31/2023
Envestnet Portfolio Solutions Inc.14,242,233$656,140 12/31/2023
     IUSB14,242,233$656,140 12/31/2023
JPMorgan Chase & Co.11,853,701$546,099 12/31/2023
     IUSB11,853,701$546,099 12/31/2023
Park Avenue Securities LLC10,871,783$495,645 03/31/2024
     IUSB10,871,783$495,645 03/31/2024
Advisor Group Holdings Inc.9,184,007$423,167 12/31/2023
     IUSB9,184,007$423,167 12/31/2023
Ameriprise Financial Inc.7,675,411$353,381 12/31/2023
     IUSB7,675,411$353,381 12/31/2023
Bank of New York Mellon Corp6,562,617$299,190 03/31/2024
     IUSB6,562,617$299,190 03/31/2024
Janney Montgomery Scott LLC5,922,890$272,868 12/31/2023
     IUSB5,922,890$272,868 12/31/2023
MML Investors Services LLC5,137,998$236,708 12/31/2023
     IUSB5,137,998$236,708 12/31/2023
The PNC Financial Services Group Inc.4,867,224$224,233 12/31/2023
     IUSB4,867,224$224,233 12/31/2023
Mariner LLC4,631,400$213,369 12/31/2023
     IUSB4,631,400$213,369 12/31/2023
United Capital Financial Advisers LLC4,306,941$198,421 12/31/2023
     IUSB4,306,941$198,421 12/31/2023
Cetera Investment Advisers3,763,442$173,382 12/31/2023
     IUSB3,763,442$173,382 12/31/2023
Resources Investment Advisors LLC.3,721,913$171,469 12/31/2023
     IUSB3,721,913$171,469 12/31/2023
SigFig Wealth Management LLC3,356,451$154,631 12/31/2023
     IUSB3,356,451$154,631 12/31/2023
Private Ocean LLC2,757,401$125,710 03/31/2024
     IUSB2,757,401$125,710 03/31/2024
Commonwealth Equity Services LLC2,537,754$116,914 12/31/2023
     IUSB2,537,754$116,914 12/31/2023
Allworth Financial LP2,531,985$115,433 03/31/2024
     IUSB2,531,985$115,433 03/31/2024
Bank of America Corp DE2,502,171$115,275 12/31/2023
     IUSB2,502,171$115,275 12/31/2023
Raymond James & Associates2,371,282$108,107 03/31/2024
     IUSB2,371,282$108,107 03/31/2024
Royal Bank of Canada2,246,725$103,507 12/31/2023
     IUSB2,246,725$103,507 12/31/2023
Foundations Investment Advisors LLC2,201,089$101,536 12/31/2023
     IUSB2,201,089$101,536 12/31/2023
Financial Gravity Asset Management Inc.2,096,776$96,598 12/31/2023
     IUSB2,096,776$96,598 12/31/2023
Mcmorgan & Co. LLC1,870,623$86,180 12/31/2023
     IUSB1,870,623$86,180 12/31/2023
Stifel Financial Corp1,820,533$83,872 12/31/2023
     IUSB1,820,533$83,872 12/31/2023
UBS Group AG1,723,704$79,411 12/31/2023
     IUSB1,723,704$79,411 12/31/2023
JB Capital LLC1,691,229$77,915 12/31/2023
     IUSB1,691,229$77,915 12/31/2023
Cetera Advisor Networks LLC1,516,003$69,842 12/31/2023
     IUSB1,516,003$69,842 12/31/2023
Atria Wealth Solutions Inc.1,496,638$68,950 12/31/2023
     IUSB1,496,638$68,950 12/31/2023
Signature Estate & Investment Advisors LLC1,467,959$67,629 12/31/2023
     IUSB1,467,959$67,629 12/31/2023
Sharkey Howes & Javer1,476,274$67,303 03/31/2024
     IUSB1,476,274$67,303 03/31/2024
First Ascent Asset Management LLC1,395,540$64,293 12/31/2023
     IUSB1,395,540$64,293 12/31/2023
US Bancorp DE1,352,463$62,308 12/31/2023
     IUSB1,352,463$62,308 12/31/2023
Morningstar Investment Services LLC1,237,348$57,104 12/31/2023
     IUSB1,237,348$57,104 12/31/2023
FMR LLC1,212,081$55,841 12/31/2023
     IUSB1,212,081$55,841 12/31/2023
Assetmark Inc.1,176,513$54,202 12/31/2023
     IUSB1,176,513$54,202 12/31/2023
Cambridge Investment Research Advisors Inc.1,171,810$53,423 03/31/2024
     IUSB1,171,810$53,423 03/31/2024
Cetera Advisors LLC1,146,518$52,820 12/31/2023
     IUSB1,146,518$52,820 12/31/2023
Change Path LLC1,114,216$51,332 12/31/2023
     IUSB1,114,216$51,332 12/31/2023
GM Advisory Group Inc.1,112,134$51,236 12/31/2023
     IUSB1,112,134$51,236 12/31/2023
GWM Advisors LLC1,091,368$50,127 12/31/2023
     IUSB1,091,368$50,127 12/31/2023
Compass Ion Advisors LLC1,082,888$49,369 03/31/2024
     IUSB1,082,888$49,369 03/31/2024
Atria Investments LLC1,008,723$46,472 12/31/2023
     IUSB1,008,723$46,472 12/31/2023

See All: Funds Holding IUSB
See Details: Top 10 Hedge Funds Holding IUSB
Also See: IUSB Holdings Changes

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