HoldingsChannel.com
Funds Holding IUSB
HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.31,615,356$1,647,476 12/31/2019
     IUSB31,615,356$1,647,476 12/31/2019
Northwestern Mutual Wealth Management Co.7,454,750$388,467 12/31/2019
     IUSB7,454,750$388,467 12/31/2019
Morgan Stanley4,581,814$238,758 12/31/2019
     IUSB4,581,814$238,758 12/31/2019
Jones Financial Companies Lllp2,811,087$146,485 12/31/2019
     IUSB2,811,087$146,485 12/31/2019
Envestnet Asset Management Inc.2,206,521$114,982 12/31/2019
     IUSB2,206,521$114,982 12/31/2019
PNC Financial Services Group Inc.2,001,862$104,317 12/31/2019
     IUSB2,001,862$104,317 12/31/2019
UBS Group AG1,752,381$91,316 12/31/2019
     IUSB1,752,381$91,316 12/31/2019
Ameriprise Financial Inc.1,734,426$90,386 12/31/2019
     IUSB1,734,426$90,386 12/31/2019
Spinnaker Trust1,307,454$68,131 12/31/2019
     IUSB1,307,454$68,131 12/31/2019
Royal Bank of Canada1,200,833$62,575 12/31/2019
     IUSB1,200,833$62,575 12/31/2019
Bank of America Corp DE788,201$41,073 12/31/2019
     IUSB788,201$41,073 12/31/2019
Destination Wealth Management615,789$32,089 12/31/2019
     IUSB615,789$32,089 12/31/2019
Firestone Capital Management539,583$28,118 12/31/2019
     IUSB539,583$28,118 12/31/2019
Divergent Wealth Advisors LLC484,033$25,223 12/31/2019
     IUSB484,033$25,223 12/31/2019
Stadion Money Management LLC483,878$25,215 12/31/2019
     IUSB483,878$25,215 12/31/2019
Wells Fargo & Company MN483,206$25,180 12/31/2019
     IUSB483,206$25,180 12/31/2019
Raymond James & Associates459,211$23,930 12/31/2019
     IUSB459,211$23,930 12/31/2019
LPL Financial LLC428,729$22,341 12/31/2019
     IUSB428,729$22,341 12/31/2019
Regent Peak Wealth Advisors LLC382,593$19,936 12/31/2019
     IUSB382,593$19,936 12/31/2019
Keybank National Association OH370,408$19,302 12/31/2019
     IUSB370,408$19,302 12/31/2019
Cetera Advisor Networks LLC356,914$18,618 12/31/2019
     IUSB356,914$18,618 12/31/2019
Ladenburg Thalmann Financial Services Inc.310,885$16,139 12/31/2019
     IUSB310,885$16,139 12/31/2019
Old North State Trust LLC304,038$15,843 12/31/2019
     IUSB304,038$15,843 12/31/2019
Assetmark Inc.295,462$15,397 12/31/2019
     IUSB295,462$15,397 12/31/2019
Thrivent Financial for Lutherans267,030$13,915 12/31/2019
     IUSB267,030$13,915 12/31/2019
Karp Capital Management Corp266,844$13,905 12/31/2019
     IUSB266,844$13,905 12/31/2019
W.G. Shaheen & Associates DBA Whitney & Co258,029$13,446 12/31/2019
     IUSB258,029$13,446 12/31/2019
Integrated Wealth Concepts LLC243,935$12,711 12/31/2019
     IUSB243,935$12,711 12/31/2019
River & Mercantile LLC202,550$10,555 12/31/2019
     IUSB202,550$10,555 12/31/2019
Global Financial Private Capital Inc190,900$9,948 12/31/2019
     IUSB190,900$9,948 12/31/2019
Clear Creek Financial Management LLC183,668$9,617 12/31/2019
     IUSB183,668$9,617 12/31/2019
Wilshire Associates Inc179,033$9,329 12/31/2019
     IUSB179,033$9,329 12/31/2019
Commonwealth Equity Services LLC175,351$9,137 12/31/2019
     IUSB175,351$9,137 12/31/2019
CWM LLC160,837$8,381 12/31/2019
     IUSB160,837$8,381 12/31/2019
Eaton Vance Management137,312$7,155 12/31/2019
     IUSB137,312$7,155 12/31/2019
TBH Global Asset Management LLC136,370$7,106 12/31/2019
     IUSB136,370$7,106 12/31/2019
ETF Portfolio Partners Inc.133,323$6,947 12/31/2019
     IUSB133,323$6,947 12/31/2019
Jacobson & Schmitt Advisors LLC132,527$6,906 12/31/2019
     IUSB132,527$6,906 12/31/2019
CX Institutional130,891$6,821 12/31/2019
     IUSB130,891$6,821 12/31/2019
NEXT Financial Group Inc117,007$6,097 12/31/2019
     IUSB117,007$6,097 12/31/2019
Twin Capital Management Inc.116,215$6,056 12/31/2019
     IUSB116,215$6,056 12/31/2019
Fragasso Group Inc.105,665$5,506 12/31/2019
     IUSB105,665$5,506 12/31/2019
Truist Financial Corp96,462$5,027 12/31/2019
     IUSB96,462$5,027 12/31/2019
BB&T Securities LLC90,518$4,746 09/30/2019
     IUSB90,518$4,746 09/30/2019
Private Advisor Group LLC88,150$4,593 12/31/2019
     IUSB88,150$4,593 12/31/2019
Clearshares LLC82,187$4,283 12/31/2019
     IUSB82,187$4,283 12/31/2019
Captrust Financial Advisors81,570$4,260 12/31/2019
     IUSB81,570$4,260 12/31/2019
Opes Wealth Management LLC79,020$4,118 12/31/2019
     IUSB79,020$4,118 12/31/2019
Summit Financial LLC77,063$4,016 12/31/2019
     IUSB77,063$4,016 12/31/2019
R. W. Roge & Company Inc.67,808$3,545 12/31/2019
     IUSB67,808$3,545 12/31/2019
Institutional & Family Asset Management LLC62,529$3,258 12/31/2019
     IUSB62,529$3,258 12/31/2019
Advisory Resource Group61,907$3,226 12/31/2019
     IUSB61,907$3,226 12/31/2019
Wealthsource Partners LLC58,253$3,036 12/31/2019
     IUSB58,253$3,036 12/31/2019
Qube Research & Technologies Ltd55,871$2,911 12/31/2019
     IUSB55,871$2,911 12/31/2019
OLD Mission Capital LLC53,551$2,791 12/31/2019
     IUSB53,551$2,791 12/31/2019
Susquehanna International Group LLP51,494$2,683 12/31/2019
     IUSB51,494$2,683 12/31/2019
Cambridge Investment Research Advisors Inc.51,260$2,671 12/31/2019
     IUSB51,260$2,671 12/31/2019
Raymond James Financial Services Advisors Inc.49,848$2,598 12/31/2019
     IUSB49,848$2,598 12/31/2019
Comerica Bank45,593$2,414 12/31/2019
     IUSB45,593$2,414 12/31/2019
GeoWealth Management LLC46,231$2,409 12/31/2019
     IUSB46,231$2,409 12/31/2019
Phillips Financial Management LLC46,187$2,407 12/31/2019
     IUSB46,187$2,407 12/31/2019
Stephens Inc. AR43,462$2,265 12/31/2019
     IUSB43,462$2,265 12/31/2019
SVA Wealth Management LLC42,974$2,239 12/31/2019
     IUSB42,974$2,239 12/31/2019
Wealthquest Corp42,534$2,216 12/31/2019
     IUSB42,534$2,216 12/31/2019
Baird Financial Group Inc.41,689$2,172 12/31/2019
     IUSB41,689$2,172 12/31/2019
KFA Private Wealth Group LLC41,569$2,166 12/31/2019
     IUSB41,569$2,166 12/31/2019
BlueSky Wealth Advisors LLC40,411$2,113 12/31/2019
     IUSB40,411$2,113 12/31/2019
MML Investors Services LLC39,844$2,076 12/31/2019
     IUSB39,844$2,076 12/31/2019
Epstein & White Financial LLC38,719$2,016 12/31/2019
     IUSB38,719$2,016 12/31/2019
Advisor Group Inc.37,841$1,973 12/31/2019
     IUSB37,841$1,973 12/31/2019
Cahaba Wealth Management Inc.35,304$1,839 12/31/2019
     IUSB35,304$1,839 12/31/2019
Parallel Advisors LLC32,524$1,695 12/31/2019
     IUSB32,524$1,695 12/31/2019
Moloney Securities Asset Management LLC28,773$1,499 12/31/2019
     IUSB28,773$1,499 12/31/2019
Patriot Investment Management Inc.26,631$1,387 12/31/2019
     IUSB26,631$1,387 12/31/2019
Windsor Group LTD26,531$1,383 12/31/2019
     IUSB26,531$1,383 12/31/2019
Kingsview Wealth Management LLC25,146$1,310 12/31/2019
     IUSB25,146$1,310 12/31/2019
Strategy Asset Managers LLC22,385$1,166 12/31/2019
     IUSB22,385$1,166 12/31/2019
Atria Investments LLC22,287$1,161 12/31/2019
     IUSB22,287$1,161 12/31/2019
Financial Advisory Service Inc.20,576$1,072 12/31/2019
     IUSB20,576$1,072 12/31/2019
Verity Asset Management Inc.20,475$1,067 12/31/2019
     IUSB20,475$1,067 12/31/2019
J.W. Cole Advisors Inc.20,106$1,048 12/31/2019
     IUSB20,106$1,048 12/31/2019
Strategic Investment Advisors MI19,875$1,036 12/31/2019
     IUSB19,875$1,036 12/31/2019
Great Lakes Retirement Inc.19,670$1,024 12/31/2019
     IUSB19,670$1,024 12/31/2019
Cordasco Financial Network19,627$1,023 12/31/2019
     IUSB19,627$1,023 12/31/2019
Retirement Capital Strategies18,038$940 12/31/2019
     IUSB18,038$940 12/31/2019
Parsons Capital Management Inc. RI17,823$929 12/31/2019
     IUSB17,823$929 12/31/2019
MBE Wealth Management LLC17,414$907 12/31/2019
     IUSB17,414$907 12/31/2019
AdvisorNet Financial Inc17,293$901 12/31/2019
     IUSB17,293$901 12/31/2019
Mid Atlantic Financial Management Inc. ADV15,436$804 12/31/2019
     IUSB15,436$804 12/31/2019
Rockland Trust Co.14,672$765 12/31/2019
     IUSB14,672$765 12/31/2019
Sunesis Advisors LLC14,403$751 12/31/2019
     IUSB14,403$751 12/31/2019
Sawtooth Solutions LLC13,891$724 12/31/2019
     IUSB13,891$724 12/31/2019
FMR LLC13,561$707 12/31/2019
     IUSB13,561$707 12/31/2019
Gradient Capital Advisors LLC13,255$691 12/31/2019
     IUSB13,255$691 12/31/2019
United Capital Financial Advisers LLC12,081$630 12/31/2019
     IUSB12,081$630 12/31/2019
Hayden Royal LLC10,981$583 12/31/2019
     IUSB10,981$583 12/31/2019
Kovack Advisors Inc.10,879$567 12/31/2019
     IUSB10,879$567 12/31/2019
Sigma Planning Corp10,755$560 12/31/2019
     IUSB10,755$560 12/31/2019
Keystone Financial Group10,720$559 12/31/2019
     IUSB10,720$559 12/31/2019
Elevated Capital Advisors LLC10,273$535 12/31/2019
     IUSB10,273$535 12/31/2019
AE Wealth Management LLC9,828$512 12/31/2019
     IUSB9,828$512 12/31/2019
Lincoln National Corp9,509$496 12/31/2019
     IUSB9,509$496 12/31/2019
Emerald Investment Partners LLC8,687$453 12/31/2019
     IUSB8,687$453 12/31/2019
Warren Averett Asset Management LLC8,312$438 12/31/2019
     IUSB8,312$438 12/31/2019
Deutsche Bank AG8,310$433 12/31/2019
     IUSB8,310$433 12/31/2019
Dynamic Advisor Solutions LLC8,283$432 12/31/2019
     IUSB8,283$432 12/31/2019
Personal Wealth Partners8,200$427 12/31/2019
     IUSB8,200$427 12/31/2019
Burt Wealth Advisors7,502$391 12/31/2019
     IUSB7,502$391 12/31/2019
Prospera Financial Services Inc7,310$381 12/31/2019
     IUSB7,310$381 12/31/2019
Boys Arnold & Co. Inc.7,172$374 12/31/2019
     IUSB7,172$374 12/31/2019
Cetera Advisors LLC6,933$361 12/31/2019
     IUSB6,933$361 12/31/2019
Advisory Services Network LLC6,928$361 12/31/2019
     IUSB6,928$361 12/31/2019
Jaffetilchin Investment Partners LLC5,905$308 12/31/2019
     IUSB5,905$308 12/31/2019
Huber Financial Advisors LLC5,894$307 12/31/2019
     IUSB5,894$307 12/31/2019
9258 Wealth Management LLC5,515$287 12/31/2019
     IUSB5,515$287 12/31/2019
Koshinski Asset Management Inc.5,418$283 12/31/2019
     IUSB5,418$283 12/31/2019
FineMark National Bank & Trust5,289$276 12/31/2019
     IUSB5,289$276 12/31/2019
IFG Advisory LLC5,146$268 12/31/2019
     IUSB5,146$268 12/31/2019
Beaumont Financial Partners LLC5,064$264 12/31/2019
     IUSB5,064$264 12/31/2019
Mutual Advisors LLC4,554$237 12/31/2019
     IUSB4,554$237 12/31/2019
Leavell Investment Management Inc.4,049$211 12/31/2019
     IUSB4,049$211 12/31/2019
Comerica Securities Inc.4,006$209 12/31/2019
     IUSB4,006$209 12/31/2019
CIBC World Markets Inc.4,000$208 12/31/2019
     IUSB4,000$208 12/31/2019
Stratos Wealth Partners LTD.3,936$205 12/31/2019
     IUSB3,936$205 12/31/2019
LifePlan Financial Group Inc3,255$170 12/31/2019
     IUSB3,255$170 12/31/2019
Capital Bank & Trust Co2,639$138 12/31/2019
     IUSB2,639$138 12/31/2019
Sowell Financial Services LLC2,605$136 12/31/2019
     IUSB2,605$136 12/31/2019
Citigroup Inc.1,740$91 12/31/2019
     IUSB1,740$91 12/31/2019
Financial Management Professionals Inc.1,573$82 12/31/2019
     IUSB1,573$82 12/31/2019
Flagship Harbor Advisors LLC1,560$81 12/31/2019
     IUSB1,560$81 12/31/2019
Gemmer Asset Management LLC1,456$76 12/31/2019
     IUSB1,456$76 12/31/2019
CXI Advisors1,371$71 12/31/2019
     IUSB1,371$71 12/31/2019
Weaver Consulting Group1,099$58 12/31/2019
     IUSB1,099$58 12/31/2019
Astor Investment Management LLC1,089$56 12/31/2019
     IUSB1,089$56 12/31/2019
Ancora Advisors LLC1,024$53 12/31/2019
     IUSB1,024$53 12/31/2019
IFP Advisors Inc1,013$52 12/31/2019
     IUSB1,013$52 12/31/2019
Evensky & Katz LLC483$25 12/31/2019
     IUSB483$25 12/31/2019
Sound Financial Strategies Group LLC467$24 12/31/2019
     IUSB467$24 12/31/2019
Balentine LLC458$24 09/30/2019
     IUSB458$24 09/30/2019
Harbor Investment Advisory LLC446$23 12/31/2019
     IUSB446$23 12/31/2019
Patriot Financial Group Insurance Agency LLC380$20 12/31/2019
     IUSB380$20 12/31/2019
Capital Analysts LLC374$19 12/31/2019
     IUSB374$19 12/31/2019
Ameritas Investment Company LLC353$18 12/31/2019
     IUSB353$18 12/31/2019
Proequities Inc.316$16 12/31/2019
     IUSB316$16 12/31/2019
Cranbrook Wealth Management LLC284$15 12/31/2019
     IUSB284$15 12/31/2019
Squar Milner Financial Services LLC240$12 12/31/2019
     IUSB240$12 12/31/2019
Lake Point Wealth Management207$11 12/31/2019
     IUSB207$11 12/31/2019
Fifth Third Bancorp190$10 12/31/2019
     IUSB190$10 12/31/2019
Reilly Financial Advisors LLC181$9 12/31/2019
     IUSB181$9 12/31/2019
Truewealth LLC116$6 12/31/2019
     IUSB116$6 12/31/2019
Lazard Asset Management LLC99$5 12/31/2019
     IUSB99$5 12/31/2019
Willingdon Wealth Management103$5 12/31/2019
     IUSB103$5 12/31/2019
Steward Partners Investment Advisory LLC85$4 12/31/2019
     IUSB85$4 12/31/2019
Lindbrook Capital LLC85$4 12/31/2019
     IUSB85$4 12/31/2019
Aspire Private Capital LLC33$2 12/31/2019
     IUSB33$2 12/31/2019
Huntington National Bank1$0 12/31/2019
     IUSB1$0 12/31/2019
Harvest Group Wealth Management LLC13$0 12/31/2019
     IUSB13$0 12/31/2019

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

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