HoldingsChannel.com
Funds Holding IUS

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 42 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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC625,715$27,093 12/31/2023
     IUS625,715$27,093 12/31/2023
Merit Financial Group LLC508,228$22,006 12/31/2023
     IUS508,228$22,006 12/31/2023
Aveo Capital Partners LLC478,497$20,719 12/31/2023
     IUS478,497$20,719 12/31/2023
Advisor Group Holdings Inc.248,820$10,775 12/31/2023
     IUS248,820$10,775 12/31/2023
Kingsview Wealth Management LLC114,986$4,979 12/31/2023
     IUS114,986$4,979 12/31/2023
Raymond James Financial Services Advisors Inc.112,289$4,862 12/31/2023
     IUS112,289$4,862 12/31/2023
McIlrath & Eck LLC100,623$4,357 12/31/2023
     IUS100,623$4,357 12/31/2023
Signal Advisors Wealth LLC93,135$4,024 12/31/2023
     IUS93,135$4,024 12/31/2023
PFG Advisors82,267$3,562 12/31/2023
     IUS82,267$3,562 12/31/2023
Geneos Wealth Management Inc.76,775$3,324 12/31/2023
     IUS76,775$3,324 12/31/2023
Prosperity Wealth Management Inc.73,250$3,172 12/31/2023
     IUS73,250$3,172 12/31/2023
Truadvice LLC77,806$3,121 09/30/2023
     IUS77,806$3,121 09/30/2023
Kestra Advisory Services LLC64,713$2,802 12/31/2023
     IUS64,713$2,802 12/31/2023
Envestnet Asset Management Inc.46,906$2,031 12/31/2023
     IUS46,906$2,031 12/31/2023
MML Investors Services LLC42,498$1,840 12/31/2023
     IUS42,498$1,840 12/31/2023
RVW Wealth LLC31,570$1,367 12/31/2023
     IUS31,570$1,367 12/31/2023
Cambridge Investment Research Advisors Inc.31,459$1,362 12/31/2023
     IUS31,459$1,362 12/31/2023
CoreCap Advisors LLC29,571$1,280 12/31/2023
     IUS29,571$1,280 12/31/2023
Commonwealth Equity Services LLC27,712$1,200 12/31/2023
     IUS27,712$1,200 12/31/2023
Stratos Wealth Partners LTD.24,922$1,079 12/31/2023
     IUS24,922$1,079 12/31/2023
Fermata Advisors LLC22,187$961 12/31/2023
     IUS22,187$961 12/31/2023
Bank of America Corp DE16,974$735 12/31/2023
     IUS16,974$735 12/31/2023
Goldman Sachs Group Inc.14,603$632 12/31/2023
     IUS14,603$632 12/31/2023
Raymond James & Associates11,048$478 12/31/2023
     IUS11,048$478 12/31/2023
Equitable Holdings Inc.9,339$404 12/31/2023
     IUS9,339$404 12/31/2023
Wealth Enhancement Advisory Services LLC8,552$370 12/31/2023
     IUS8,552$370 12/31/2023
Cetera Investment Advisers7,244$314 12/31/2023
     IUS7,244$314 12/31/2023
WMG Financial Advisors LLC5,260$228 12/31/2023
     IUS5,260$228 12/31/2023
Dynamic Advisor Solutions LLC4,915$211 12/31/2023
     IUS4,915$211 12/31/2023
Global Retirement Partners LLC4,198$181 12/31/2023
     IUS4,198$181 12/31/2023
Harbour Investments Inc.2,424$105 12/31/2023
     IUS2,424$105 12/31/2023
Centaurus Financial Inc.2,380$103 12/31/2023
     IUS2,380$103 12/31/2023
UBS Group AG1,202$52 12/31/2023
     IUS1,202$52 12/31/2023
Principal Securities Inc.984$43 12/31/2023
     IUS984$43 12/31/2023
Anchor Investment Management LLC940$41 12/31/2023
     IUS940$41 12/31/2023
JPMorgan Chase & Co.900$39 12/31/2023
     IUS900$39 12/31/2023
Wells Fargo & Company MN745$32 12/31/2023
     IUS745$32 12/31/2023
AdvisorNet Financial Inc335$15 12/31/2023
     IUS335$15 12/31/2023
Morgan Stanley323$14 12/31/2023
     IUS323$14 12/31/2023
Private Trust Co. NA151$7 12/31/2023
     IUS151$7 12/31/2023
FMR LLC121$5 12/31/2023
     IUS121$5 12/31/2023
Citigroup Inc.120$5 12/31/2023
     IUS120$5 12/31/2023
Proequities Inc.0$0 12/31/2023
     IUS0$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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