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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Envestnet Asset Management Inc. | 100,340,729 | $4,622,697 | 12/31/2023 | IUSB | 100,340,729 | $4,622,697 | 12/31/2023 | BlackRock Inc. | 60,444,091 | $2,784,659 | 12/31/2023 | IUSB | 60,444,091 | $2,784,659 | 12/31/2023 | Jones Financial Companies Lllp | 47,864,940 | $2,205,138 | 12/31/2023 | IUSB | 47,864,940 | $2,205,138 | 12/31/2023 | Wells Fargo & Company MN | 36,163,705 | $1,666,062 | 12/31/2023 | IUSB | 36,163,705 | $1,666,062 | 12/31/2023 | LPL Financial LLC | 23,034,909 | $1,061,218 | 12/31/2023 | IUSB | 23,034,909 | $1,061,218 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 20,359,555 | $937,979 | 12/31/2023 | IUSB | 20,359,555 | $937,979 | 12/31/2023 | CWM LLC | 20,004,086 | $911,986 | 03/31/2024 | IUSB | 20,004,086 | $911,986 | 03/31/2024 | Morgan Stanley | 14,557,316 | $670,656 | 12/31/2023 | IUSB | 14,557,316 | $670,656 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 14,242,233 | $656,140 | 12/31/2023 | IUSB | 14,242,233 | $656,140 | 12/31/2023 | JPMorgan Chase & Co. | 11,853,701 | $546,099 | 12/31/2023 | IUSB | 11,853,701 | $546,099 | 12/31/2023 | Park Avenue Securities LLC | 10,871,783 | $495,645 | 03/31/2024 | IUSB | 10,871,783 | $495,645 | 03/31/2024 | Advisor Group Holdings Inc. | 9,184,007 | $423,167 | 12/31/2023 | IUSB | 9,184,007 | $423,167 | 12/31/2023 | Ameriprise Financial Inc. | 7,675,411 | $353,381 | 12/31/2023 | IUSB | 7,675,411 | $353,381 | 12/31/2023 | Bank of New York Mellon Corp | 6,562,617 | $299,190 | 03/31/2024 | IUSB | 6,562,617 | $299,190 | 03/31/2024 | Janney Montgomery Scott LLC | 5,922,890 | $272,868 | 12/31/2023 | IUSB | 5,922,890 | $272,868 | 12/31/2023 | MML Investors Services LLC | 5,137,998 | $236,708 | 12/31/2023 | IUSB | 5,137,998 | $236,708 | 12/31/2023 | The PNC Financial Services Group Inc. | 4,867,224 | $224,233 | 12/31/2023 | IUSB | 4,867,224 | $224,233 | 12/31/2023 | Mariner LLC | 4,631,400 | $213,369 | 12/31/2023 | IUSB | 4,631,400 | $213,369 | 12/31/2023 | United Capital Financial Advisers LLC | 4,306,941 | $198,421 | 12/31/2023 | IUSB | 4,306,941 | $198,421 | 12/31/2023 | Cetera Investment Advisers | 3,763,442 | $173,382 | 12/31/2023 | IUSB | 3,763,442 | $173,382 | 12/31/2023 | Resources Investment Advisors LLC. | 3,721,913 | $171,469 | 12/31/2023 | IUSB | 3,721,913 | $171,469 | 12/31/2023 | SigFig Wealth Management LLC | 3,356,451 | $154,631 | 12/31/2023 | IUSB | 3,356,451 | $154,631 | 12/31/2023 | Private Ocean LLC | 2,757,401 | $125,710 | 03/31/2024 | IUSB | 2,757,401 | $125,710 | 03/31/2024 | Commonwealth Equity Services LLC | 2,537,754 | $116,914 | 12/31/2023 | IUSB | 2,537,754 | $116,914 | 12/31/2023 | Allworth Financial LP | 2,531,985 | $115,433 | 03/31/2024 | IUSB | 2,531,985 | $115,433 | 03/31/2024 | Bank of America Corp DE | 2,502,171 | $115,275 | 12/31/2023 | IUSB | 2,502,171 | $115,275 | 12/31/2023 | Raymond James & Associates | 2,371,282 | $108,107 | 03/31/2024 | IUSB | 2,371,282 | $108,107 | 03/31/2024 | Royal Bank of Canada | 2,246,725 | $103,507 | 12/31/2023 | IUSB | 2,246,725 | $103,507 | 12/31/2023 | Foundations Investment Advisors LLC | 2,201,089 | $101,536 | 12/31/2023 | IUSB | 2,201,089 | $101,536 | 12/31/2023 | Financial Gravity Asset Management Inc. | 2,096,776 | $96,598 | 12/31/2023 | IUSB | 2,096,776 | $96,598 | 12/31/2023 | Mcmorgan & Co. LLC | 1,870,623 | $86,180 | 12/31/2023 | IUSB | 1,870,623 | $86,180 | 12/31/2023 | Stifel Financial Corp | 1,820,533 | $83,872 | 12/31/2023 | IUSB | 1,820,533 | $83,872 | 12/31/2023 | UBS Group AG | 1,723,704 | $79,411 | 12/31/2023 | IUSB | 1,723,704 | $79,411 | 12/31/2023 | JB Capital LLC | 1,691,229 | $77,915 | 12/31/2023 | IUSB | 1,691,229 | $77,915 | 12/31/2023 | Cetera Advisor Networks LLC | 1,516,003 | $69,842 | 12/31/2023 | IUSB | 1,516,003 | $69,842 | 12/31/2023 | Atria Wealth Solutions Inc. | 1,496,638 | $68,950 | 12/31/2023 | IUSB | 1,496,638 | $68,950 | 12/31/2023 | Signature Estate & Investment Advisors LLC | 1,467,959 | $67,629 | 12/31/2023 | IUSB | 1,467,959 | $67,629 | 12/31/2023 | Sharkey Howes & Javer | 1,476,274 | $67,303 | 03/31/2024 | IUSB | 1,476,274 | $67,303 | 03/31/2024 | First Ascent Asset Management LLC | 1,395,540 | $64,293 | 12/31/2023 | IUSB | 1,395,540 | $64,293 | 12/31/2023 | US Bancorp DE | 1,352,463 | $62,308 | 12/31/2023 | IUSB | 1,352,463 | $62,308 | 12/31/2023 | Morningstar Investment Services LLC | 1,237,348 | $57,104 | 12/31/2023 | IUSB | 1,237,348 | $57,104 | 12/31/2023 | FMR LLC | 1,212,081 | $55,841 | 12/31/2023 | IUSB | 1,212,081 | $55,841 | 12/31/2023 | Assetmark Inc. | 1,176,513 | $54,202 | 12/31/2023 | IUSB | 1,176,513 | $54,202 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 1,171,810 | $53,423 | 03/31/2024 | IUSB | 1,171,810 | $53,423 | 03/31/2024 | Cetera Advisors LLC | 1,146,518 | $52,820 | 12/31/2023 | IUSB | 1,146,518 | $52,820 | 12/31/2023 | Change Path LLC | 1,114,216 | $51,332 | 12/31/2023 | IUSB | 1,114,216 | $51,332 | 12/31/2023 | GM Advisory Group Inc. | 1,112,134 | $51,236 | 12/31/2023 | IUSB | 1,112,134 | $51,236 | 12/31/2023 | GWM Advisors LLC | 1,091,368 | $50,127 | 12/31/2023 | IUSB | 1,091,368 | $50,127 | 12/31/2023 | Compass Ion Advisors LLC | 1,082,888 | $49,369 | 03/31/2024 | IUSB | 1,082,888 | $49,369 | 03/31/2024 | Atria Investments LLC | 1,008,723 | $46,472 | 12/31/2023 | IUSB | 1,008,723 | $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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