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Institutional Holders of IUSG

There is a long list of 592 institutional holders of IUSG 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 IUSG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IUSG table below, the initial column indicates the name of each top institutional holder of IUSG, with a link to that fund's top holdings. The next columns indicate the amount of IUSG stock held by each of the institutional holders of IUSG, followed by the IUSG 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
Bank of America Corp DE36,230,437$3,771,588 12/31/2023
     IUSG36,230,437$3,771,588 12/31/2023
LPL Financial LLC14,223,600$1,480,677 12/31/2023
     IUSG14,223,600$1,480,677 12/31/2023
Morgan Stanley11,284,620$1,174,729 12/31/2023
     IUSG11,284,620$1,174,729 12/31/2023
Jones Financial Companies Lllp7,181,679$747,613 12/31/2023
     IUSG7,181,679$747,613 12/31/2023
JPMorgan Chase & Co.2,128,547$221,582 12/31/2023
     IUSG2,128,547$221,582 12/31/2023
Ronald Blue Trust Inc.1,451,678$137,663 12/31/2023
     IUSG1,451,678$137,663 12/31/2023
Envestnet Asset Management Inc.1,306,377$135,994 12/31/2023
     IUSG1,306,377$135,994 12/31/2023
UBS Group AG1,289,228$134,209 12/31/2023
     IUSG1,289,228$134,209 12/31/2023
Commonwealth Equity Services LLC1,274,651$132,691 12/31/2023
     IUSG1,274,651$132,691 12/31/2023
Wells Fargo & Company MN1,230,828$128,129 12/31/2023
     IUSG1,230,828$128,129 12/31/2023
Facet Wealth Inc.917,151$101,556 12/31/2023
     IUSG917,151$101,556 12/31/2023
The PNC Financial Services Group Inc.851,690$88,661 12/31/2023
     IUSG851,690$88,661 12/31/2023
Raymond James & Associates779,012$81,095 12/31/2023
     IUSG779,012$81,095 12/31/2023
FMR LLC731,678$76,168 12/31/2023
     IUSG731,678$76,168 12/31/2023
Royal Bank of Canada706,864$73,584 12/31/2023
     IUSG706,864$73,584 12/31/2023
HighTower Advisors LLC634,530$66,028 12/31/2023
     IUSG634,530$66,028 12/31/2023
Benjamin F. Edwards & Company Inc.598,910$62,347 12/31/2023
     IUSG598,910$62,347 12/31/2023
Raymond James Financial Services Advisors Inc.597,633$62,214 12/31/2023
     IUSG597,633$62,214 12/31/2023
Northwestern Mutual Wealth Management Co.530,375$55,212 12/31/2023
     IUSG530,375$55,212 12/31/2023
Ameriprise Financial Inc.522,876$54,654 12/31/2023
     IUSG522,876$54,654 12/31/2023
Legacy Financial Group LLC455,135$53,346 03/31/2024
     IUSG455,135$53,346 03/31/2024
CI Private Wealth LLC436,558$45,446 12/31/2023
     IUSG436,558$45,446 12/31/2023
BlackRock Inc.414,356$43,134 12/31/2023
     IUSG414,356$43,134 12/31/2023
Allworth Financial LP392,000$40,807 12/31/2023
     IUSG392,000$40,807 12/31/2023
Tennessee Valley Asset Management Partners379,865$39,544 12/31/2023
     IUSG379,865$39,544 12/31/2023
Tanglewood Legacy Advisors LLC313,710$36,770 03/31/2024
     IUSG313,710$36,770 03/31/2024
Madison Wealth Partners Inc340,717$35,469 12/31/2023
     IUSG340,717$35,469 12/31/2023
Charles Schwab Investment Management Inc.339,248$35,316 12/31/2023
     IUSG339,248$35,316 12/31/2023
Clearbridge Investments LLC331,180$34,476 12/31/2023
     IUSG331,180$34,476 12/31/2023
Doliver Advisors LP289,201$33,897 03/31/2024
     IUSG289,201$33,897 03/31/2024
Advisor Group Holdings Inc.304,744$31,727 12/31/2023
     IUSG304,744$31,727 12/31/2023
Charles Schwab Trust Co269,030$31,533 03/31/2024
     IUSG269,030$31,533 03/31/2024
Sandy Spring Bank287,278$29,906 12/31/2023
     IUSG287,278$29,906 12/31/2023
CX Institutional246,943$28,944 03/31/2024
     IUSG246,943$28,944 03/31/2024
Hilltop Wealth Advisors LLC244,944$28,710 03/31/2024
     IUSG244,944$28,710 03/31/2024
DDFG Inc272,361$28,353 12/31/2023
     IUSG272,361$28,353 12/31/2023
Veracity Capital LLC271,926$28,308 12/31/2023
     IUSG271,926$28,308 12/31/2023
Petix & Botte Co269,764$28,082 12/31/2023
     IUSG269,764$28,082 12/31/2023
Cetera Advisor Networks LLC269,648$28,070 12/31/2023
     IUSG269,648$28,070 12/31/2023
Goldman Sachs Group Inc.259,919$27,058 12/31/2023
     IUSG259,919$27,058 12/31/2023
Cardinal Strategic Wealth Guidance255,708$26,621 12/31/2023
     IUSG255,708$26,621 12/31/2023
Equitable Holdings Inc.245,306$25,536 12/31/2023
     IUSG245,306$25,536 12/31/2023
Alliancebernstein L.P.238,440$24,822 12/31/2023
     IUSG238,440$24,822 12/31/2023
Strategies Wealth Advisors LLC234,979$24,461 12/31/2023
     IUSG234,979$24,461 12/31/2023
Modera Wealth Management LLC233,876$24,346 12/31/2023
     IUSG233,876$24,346 12/31/2023
Baird Financial Group Inc.206,218$21,467 12/31/2023
     IUSG206,218$21,467 12/31/2023
ForthRight Wealth Management LLC204,967$21,337 12/31/2023
     IUSG204,967$21,337 12/31/2023
Blair William & Co. IL198,370$20,650 12/31/2023
     IUSG198,370$20,650 12/31/2023
Edge Capital Group LLC198,124$20,625 12/31/2023
     IUSG198,124$20,625 12/31/2023
Avantax Advisory Services Inc.197,427$20,552 12/31/2023
     IUSG197,427$20,552 12/31/2023

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

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