HoldingsChannel.com
Funds Holding IUSB
HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.30,634,985$1,608,337 03/31/2020
     IUSB30,634,985$1,608,337 03/31/2020
Northwestern Mutual Wealth Management Co.6,984,859$366,705 03/31/2020
     IUSB6,984,859$366,705 03/31/2020
Morgan Stanley4,648,304$244,036 03/31/2020
     IUSB4,648,304$244,036 03/31/2020
Wells Fargo & Company MN3,435,120$180,344 03/31/2020
     IUSB3,435,120$180,344 03/31/2020
Ameriprise Financial Inc.3,398,164$178,441 03/31/2020
     IUSB3,398,164$178,441 03/31/2020
Jones Financial Companies Lllp2,796,324$146,395 03/31/2020
     IUSB2,796,324$146,395 03/31/2020
Envestnet Asset Management Inc.2,440,267$128,114 03/31/2020
     IUSB2,440,267$128,114 03/31/2020
PNC Financial Services Group Inc.2,176,615$114,272 03/31/2020
     IUSB2,176,615$114,272 03/31/2020
Westside Investment Management Inc.75,422$108,854 03/31/2020
     IUSB75,422$108,854 03/31/2020
UBS Group AG1,627,734$85,456 03/31/2020
     IUSB1,627,734$85,456 03/31/2020
Royal Bank of Canada1,047,156$54,975 03/31/2020
     IUSB1,047,156$54,975 03/31/2020
Spinnaker Trust673,410$35,353 03/31/2020
     IUSB673,410$35,353 03/31/2020
Destination Wealth Management623,562$32,737 03/31/2020
     IUSB623,562$32,737 03/31/2020
Firestone Capital Management582,655$30,589 03/31/2020
     IUSB582,655$30,589 03/31/2020
Raymond James & Associates476,902$25,037 03/31/2020
     IUSB476,902$25,037 03/31/2020
LPL Financial LLC468,258$24,584 03/31/2020
     IUSB468,258$24,584 03/31/2020
Stadion Money Management LLC429,373$22,542 03/31/2020
     IUSB429,373$22,542 03/31/2020
Bank of America Corp DE423,876$22,253 03/31/2020
     IUSB423,876$22,253 03/31/2020
Clear Creek Financial Management LLC373,762$20,012 03/31/2020
     IUSB373,762$20,012 03/31/2020
River & Mercantile LLC356,096$18,695 03/31/2020
     IUSB356,096$18,695 03/31/2020
Keybank National Association OH349,211$18,334 03/31/2020
     IUSB349,211$18,334 03/31/2020
Assetmark Inc.336,422$17,662 03/31/2020
     IUSB336,422$17,662 03/31/2020
Advisor Group Holdings Inc.516,293$17,416 03/31/2020
     IUSB516,293$17,416 03/31/2020
Old North State Trust LLC330,470$17,350 03/31/2020
     IUSB330,470$17,350 03/31/2020
Integrated Wealth Concepts LLC317,533$16,670 03/31/2020
     IUSB317,533$16,670 03/31/2020
Ladenburg Thalmann Financial Services Inc.310,885$16,139 12/31/2019
     IUSB310,885$16,139 12/31/2019
Karp Capital Management Corp305,326$16,030 03/31/2020
     IUSB305,326$16,030 03/31/2020
First Ascent Asset Management LLC294,723$15,473 03/31/2020
     IUSB294,723$15,473 03/31/2020
W.G. Shaheen & Associates DBA Whitney & Co264,662$13,895 03/31/2020
     IUSB264,662$13,895 03/31/2020
Commonwealth Equity Services LLC245,313$12,878 03/31/2020
     IUSB245,313$12,878 03/31/2020
Cetera Advisor Networks LLC244,348$12,828 03/31/2020
     IUSB244,348$12,828 03/31/2020
Thrivent Financial for Lutherans238,513$12,522 03/31/2020
     IUSB238,513$12,522 03/31/2020
Jacobson & Schmitt Advisors LLC212,692$11,166 03/31/2020
     IUSB212,692$11,166 03/31/2020
Jane Street Group LLC209,146$10,980 03/31/2020
     IUSB209,146$10,980 03/31/2020
R. W. Roge & Company Inc.198,638$10,428 03/31/2020
     IUSB198,638$10,428 03/31/2020
Corrado Advisors LLC177,300$9,308 03/31/2020
     IUSB177,300$9,308 03/31/2020
Calton & Associates Inc.174,755$9,175 03/31/2020
     IUSB174,755$9,175 03/31/2020
Global Financial Private Capital Inc153,376$8,052 03/31/2020
     IUSB153,376$8,052 03/31/2020
Eaton Vance Management152,363$7,999 03/31/2020
     IUSB152,363$7,999 03/31/2020
Wilshire Associates Inc148,220$7,782 03/31/2020
     IUSB148,220$7,782 03/31/2020
CWM LLC136,038$7,142 03/31/2020
     IUSB136,038$7,142 03/31/2020
TBH Global Asset Management LLC122,566$7,057 03/31/2020
     IUSB122,566$7,057 03/31/2020
ETF Portfolio Partners Inc.125,400$6,583 03/31/2020
     IUSB125,400$6,583 03/31/2020
NEXT Financial Group Inc117,018$6,143 03/31/2020
     IUSB117,018$6,143 03/31/2020
AE Wealth Management LLC113,871$5,978 03/31/2020
     IUSB113,871$5,978 03/31/2020
Sawtooth Solutions LLC112,074$5,883 03/31/2020
     IUSB112,074$5,883 03/31/2020
Fragasso Group Inc.108,613$5,702 03/31/2020
     IUSB108,613$5,702 03/31/2020
Truist Financial Corp104,155$5,469 03/31/2020
     IUSB104,155$5,469 03/31/2020
Twin Capital Management Inc.99,310$5,214 03/31/2020
     IUSB99,310$5,214 03/31/2020
Cambridge Investment Research Advisors Inc.95,119$4,994 03/31/2020
     IUSB95,119$4,994 03/31/2020
Clearshares LLC88,518$4,647 03/31/2020
     IUSB88,518$4,647 03/31/2020
Summit Financial LLC87,445$4,591 03/31/2020
     IUSB87,445$4,591 03/31/2020
FMR LLC86,745$4,554 03/31/2020
     IUSB86,745$4,554 03/31/2020
Opes Wealth Management LLC86,581$4,546 03/31/2020
     IUSB86,581$4,546 03/31/2020
Divergent Wealth Advisors LLC80,020$4,201 03/31/2020
     IUSB80,020$4,201 03/31/2020
Private Advisor Group LLC76,226$4,002 03/31/2020
     IUSB76,226$4,002 03/31/2020
Captrust Financial Advisors71,928$3,773 03/31/2020
     IUSB71,928$3,773 03/31/2020
Raymond James Financial Services Advisors Inc.69,778$3,663 03/31/2020
     IUSB69,778$3,663 03/31/2020
Institutional & Family Asset Management LLC62,242$3,268 03/31/2020
     IUSB62,242$3,268 03/31/2020
Comerica Bank55,867$2,993 03/31/2020
     IUSB55,867$2,993 03/31/2020
Advisory Resource Group54,156$2,843 03/31/2020
     IUSB54,156$2,843 03/31/2020
Windsor Group LTD49,316$2,589 03/31/2020
     IUSB49,316$2,589 03/31/2020
MML Investors Services LLC48,445$2,543 03/31/2020
     IUSB48,445$2,543 03/31/2020
Phillips Financial Management LLC46,184$2,417 03/31/2020
     IUSB46,184$2,417 03/31/2020
Baird Financial Group Inc.45,001$2,363 03/31/2020
     IUSB45,001$2,363 03/31/2020
Wealthsource Partners LLC44,463$2,334 03/31/2020
     IUSB44,463$2,334 03/31/2020
SVA Wealth Management LLC43,629$2,291 03/31/2020
     IUSB43,629$2,291 03/31/2020
Wealthquest Corp42,534$2,216 12/31/2019
     IUSB42,534$2,216 12/31/2019
Stephens Inc. AR41,112$2,158 03/31/2020
     IUSB41,112$2,158 03/31/2020
BlueSky Wealth Advisors LLC40,279$2,115 03/31/2020
     IUSB40,279$2,115 03/31/2020
Epstein & White Financial LLC40,100$2,102 03/31/2020
     IUSB40,100$2,102 03/31/2020
Advisor Group Inc.37,841$1,973 12/31/2019
     IUSB37,841$1,973 12/31/2019
Rockland Trust Co.35,002$1,838 03/31/2020
     IUSB35,002$1,838 03/31/2020
Cahaba Wealth Management Inc.29,617$1,554 03/31/2020
     IUSB29,617$1,554 03/31/2020
GeoWealth Management LLC28,981$1,522 03/31/2020
     IUSB28,981$1,522 03/31/2020
Sound Financial Strategies Group LLC28,946$1,520 03/31/2020
     IUSB28,946$1,520 03/31/2020
Moloney Securities Asset Management LLC27,356$1,436 03/31/2020
     IUSB27,356$1,436 03/31/2020
Gladstone Institutional Advisory LLC26,987$1,417 03/31/2020
     IUSB26,987$1,417 03/31/2020
Kingsview Wealth Management LLC26,856$1,410 03/31/2020
     IUSB26,856$1,410 03/31/2020
Patriot Investment Management Inc.26,686$1,401 03/31/2020
     IUSB26,686$1,401 03/31/2020
Blueprint Investment Partners LLC25,409$1,334 03/31/2020
     IUSB25,409$1,334 03/31/2020
Paradigm Financial Partners LLC22,488$1,188 03/31/2020
     IUSB22,488$1,188 03/31/2020
Verity Asset Management Inc.21,432$1,125 03/31/2020
     IUSB21,432$1,125 03/31/2020
Deutsche Bank AG21,253$1,116 03/31/2020
     IUSB21,253$1,116 03/31/2020
Spectrum Management Group LLC20,998$1,102 03/31/2020
     IUSB20,998$1,102 03/31/2020
Strategic Investment Advisors MI20,562$1,080 03/31/2020
     IUSB20,562$1,080 03/31/2020
Linscomb & Williams Inc.20,445$1,073 03/31/2020
     IUSB20,445$1,073 03/31/2020
Financial Advisory Service Inc.20,250$1,063 03/31/2020
     IUSB20,250$1,063 03/31/2020
Cordasco Financial Network19,552$1,026 03/31/2020
     IUSB19,552$1,026 03/31/2020
Great Lakes Retirement Inc.19,670$1,024 12/31/2019
     IUSB19,670$1,024 12/31/2019
CX Institutional19,181$1,007 03/31/2020
     IUSB19,181$1,007 03/31/2020
CFO4Life Group LLC19,016$998 03/31/2020
     IUSB19,016$998 03/31/2020
Parsons Capital Management Inc. RI18,781$986 03/31/2020
     IUSB18,781$986 03/31/2020
MBE Wealth Management LLC18,700$981 03/31/2020
     IUSB18,700$981 03/31/2020
LVZ Advisors Inc.15,738$826 03/31/2020
     IUSB15,738$826 03/31/2020
Leonard Rickey Investment Advisors P.L.L.C.15,510$814 03/31/2020
     IUSB15,510$814 03/31/2020
Sunesis Advisors LLC14,403$756 03/31/2020
     IUSB14,403$756 03/31/2020
Gradient Capital Advisors LLC14,055$738 03/31/2020
     IUSB14,055$738 03/31/2020
OLD Mission Capital LLC13,807$725 03/31/2020
     IUSB13,807$725 03/31/2020
Regent Peak Wealth Advisors LLC13,523$709 03/31/2020
     IUSB13,523$709 03/31/2020
Comerica Securities Inc.12,518$657 03/31/2020
     IUSB12,518$657 03/31/2020
Keystone Financial Group12,170$639 03/31/2020
     IUSB12,170$639 03/31/2020
United Capital Financial Advisers LLC12,081$634 03/31/2020
     IUSB12,081$634 03/31/2020
Atria Investments LLC11,557$607 03/31/2020
     IUSB11,557$607 03/31/2020
Hayden Royal LLC10,981$583 12/31/2019
     IUSB10,981$583 12/31/2019
Sigma Planning Corp10,388$545 03/31/2020
     IUSB10,388$545 03/31/2020
Elevated Capital Advisors LLC10,273$535 12/31/2019
     IUSB10,273$535 12/31/2019
Strategy Asset Managers LLC9,602$504 03/31/2020
     IUSB9,602$504 03/31/2020
AdvisorNet Financial Inc9,486$498 03/31/2020
     IUSB9,486$498 03/31/2020
Red Cedar Investment Management LLC9,362$492 03/31/2020
     IUSB9,362$492 03/31/2020
Lincoln National Corp8,646$454 03/31/2020
     IUSB8,646$454 03/31/2020
Dynamic Advisor Solutions LLC8,463$444 03/31/2020
     IUSB8,463$444 03/31/2020
Cetera Advisors LLC8,329$437 03/31/2020
     IUSB8,329$437 03/31/2020
Personal Wealth Partners8,200$431 03/31/2020
     IUSB8,200$431 03/31/2020
Burt Wealth Advisors7,502$394 03/31/2020
     IUSB7,502$394 03/31/2020
Prospera Financial Services Inc7,472$392 03/31/2020
     IUSB7,472$392 03/31/2020
Warren Averett Asset Management LLC7,251$381 03/31/2020
     IUSB7,251$381 03/31/2020
Emerald Investment Partners LLC6,910$363 03/31/2020
     IUSB6,910$363 03/31/2020
Boys Arnold & Co. Inc.6,772$356 03/31/2020
     IUSB6,772$356 03/31/2020
Sontag Advisory LLC6,746$354 03/31/2020
     IUSB6,746$354 03/31/2020
Wealthspire Advisors L.P.6,746$354 03/31/2020
     IUSB6,746$354 03/31/2020
Royal Fund Management LLC6,081$319 03/31/2020
     IUSB6,081$319 03/31/2020
Two Sigma Securities LLC5,977$314 03/31/2020
     IUSB5,977$314 03/31/2020
Jaffetilchin Investment Partners LLC5,934$312 03/31/2020
     IUSB5,934$312 03/31/2020
Savant Capital LLC5,923$311 03/31/2020
     IUSB5,923$311 03/31/2020
Huber Financial Advisors LLC5,923$311 03/31/2020
     IUSB5,923$311 03/31/2020
Advisory Services Network LLC5,612$295 03/31/2020
     IUSB5,612$295 03/31/2020
Avantax Advisory Services Inc.5,388$283 03/31/2020
     IUSB5,388$283 03/31/2020
IFG Advisory LLC5,360$281 03/31/2020
     IUSB5,360$281 03/31/2020
Beaumont Financial Partners LLC5,064$266 03/31/2020
     IUSB5,064$266 03/31/2020
Stratos Wealth Partners LTD.4,555$239 03/31/2020
     IUSB4,555$239 03/31/2020
CIBC World Markets Inc.4,450$234 03/31/2020
     IUSB4,450$234 03/31/2020
Vicus Capital4,419$232 03/31/2020
     IUSB4,419$232 03/31/2020
Mutual Advisors LLC4,208$221 03/31/2020
     IUSB4,208$221 03/31/2020
Leavell Investment Management Inc.4,049$213 03/31/2020
     IUSB4,049$213 03/31/2020
Private Portfolio Partners LLC3,933$207 03/31/2020
     IUSB3,933$207 03/31/2020
LifePlan Financial Group Inc3,102$163 03/31/2020
     IUSB3,102$163 03/31/2020
IFP Advisors Inc2,913$148 03/31/2020
     IUSB2,913$148 03/31/2020
Sowell Financial Services LLC2,640$139 03/31/2020
     IUSB2,640$139 03/31/2020
Pinnacle Bank2,218$116 03/31/2020
     IUSB2,218$116 03/31/2020
Evensky & Katz LLC2,156$113 03/31/2020
     IUSB2,156$113 03/31/2020
Citigroup Inc.1,840$97 03/31/2020
     IUSB1,840$97 03/31/2020
Financial Management Professionals Inc.1,573$83 03/31/2020
     IUSB1,573$83 03/31/2020
Flagship Harbor Advisors LLC1,560$82 03/31/2020
     IUSB1,560$82 03/31/2020
Parallel Advisors LLC1,552$81 03/31/2020
     IUSB1,552$81 03/31/2020
Gemmer Asset Management LLC1,456$76 03/31/2020
     IUSB1,456$76 03/31/2020
CXI Advisors1,371$71 12/31/2019
     IUSB1,371$71 12/31/2019
JNBA Financial Advisors1,150$60 03/31/2020
     IUSB1,150$60 03/31/2020
Weaver Consulting Group1,099$58 03/31/2020
     IUSB1,099$58 03/31/2020
Astor Investment Management LLC1,089$56 12/31/2019
     IUSB1,089$56 12/31/2019
Ancora Advisors LLC1,024$54 03/31/2020
     IUSB1,024$54 03/31/2020
Tower Research Capital LLC TRC 590$31 03/31/2020
     IUSB590$31 03/31/2020
Balentine LLC463$24 03/31/2020
     IUSB463$24 03/31/2020
Harbor Investment Advisory LLC446$23 03/31/2020
     IUSB446$23 03/31/2020
Procyon Private Wealth Partners LLC435$23 03/31/2020
     IUSB435$23 03/31/2020
Capital Analysts LLC374$20 03/31/2020
     IUSB374$20 03/31/2020
Patriot Financial Group Insurance Agency LLC380$20 03/31/2020
     IUSB380$20 03/31/2020
Ameritas Investment Company LLC353$19 03/31/2020
     IUSB353$19 03/31/2020
Proequities Inc.316$17 03/31/2020
     IUSB316$17 03/31/2020
Clearstead Advisors LLC323$17 03/31/2020
     IUSB323$17 03/31/2020
San Francisco Sentry Investment Group CA304$16 03/31/2020
     IUSB304$16 03/31/2020
Global Retirement Partners LLC300$16 03/31/2020
     IUSB300$16 03/31/2020
Cranbrook Wealth Management LLC267$14 03/31/2020
     IUSB267$14 03/31/2020
Squar Milner Financial Services LLC240$12 03/31/2020
     IUSB240$12 03/31/2020
Lake Point Wealth Management207$11 03/31/2020
     IUSB207$11 03/31/2020
Fifth Third Bancorp188$10 03/31/2020
     IUSB188$10 03/31/2020
Reilly Financial Advisors LLC181$10 03/31/2020
     IUSB181$10 03/31/2020
Synovus Financial Corp150$8 03/31/2020
     IUSB150$8 03/31/2020
Prime Capital Investment Advisors LLC124$7 03/31/2020
     IUSB124$7 03/31/2020
Tradewinds Capital Management LLC105$6 03/31/2020
     IUSB105$6 03/31/2020
Truewealth LLC116$6 03/31/2020
     IUSB116$6 03/31/2020
Willingdon Wealth Management103$5 03/31/2020
     IUSB103$5 03/31/2020
Orion Portfolio Solutions LLC92$5 03/31/2020
     IUSB92$5 03/31/2020
Steward Partners Investment Advisory LLC85$4 03/31/2020
     IUSB85$4 03/31/2020
Arkadios Wealth Advisors76$4 03/31/2020
     IUSB76$4 03/31/2020
Allworth Financial LP56$3 03/31/2020
     IUSB56$3 03/31/2020
Capital Asset Advisory Services LLC60$3 03/31/2020
     IUSB60$3 03/31/2020
Stratos Wealth Advisors LLC50$3 03/31/2020
     IUSB50$3 03/31/2020
Aspire Private Capital LLC12$1 03/31/2020
     IUSB12$1 03/31/2020
Lloyd Advisory Services LLC.17$1 03/31/2020
     IUSB17$1 03/31/2020
Huntington National Bank1$0 03/31/2020
     IUSB1$0 03/31/2020
Harvest Group Wealth Management LLC13$0 03/31/2020
     IUSB13$0 03/31/2020

See Summary: Institutional Holders of IUSB
See Details: Top 10 Hedge Funds Holding IUSB
Also See: IUSB Holdings Changes

Quotes delayed 20 minutes

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