HoldingsChannel.com
Funds Holding IUSG
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE31,992,410$1,826,445 03/31/2020
     IUSG31,992,410$1,826,445 03/31/2020
LPL Financial LLC13,782,969$786,870 03/31/2020
     IUSG13,782,969$786,870 03/31/2020
Jones Financial Companies Lllp6,275,860$438,538 06/30/2020
     IUSG6,275,860$438,538 06/30/2020
Morgan Stanley4,301,235$245,557 03/31/2020
     IUSG4,301,235$245,557 03/31/2020
UBS Group AG3,265,705$234,739 06/30/2020
     IUSG3,265,705$234,739 06/30/2020
Parametric Portfolio Associates LLC1,897,068$108,304 03/31/2020
     IUSG1,897,068$108,304 03/31/2020
Balentine LLC1,896,848$108,291 03/31/2020
     IUSG1,896,848$108,291 03/31/2020
Envestnet Asset Management Inc.1,155,151$83,032 06/30/2020
     IUSG1,155,151$83,032 06/30/2020
ETRADE Capital Management LLC1,323,229$75,543 03/31/2020
     IUSG1,323,229$75,543 03/31/2020
PNC Financial Services Group Inc.1,152,291$65,784 03/31/2020
     IUSG1,152,291$65,784 03/31/2020
Thrivent Financial for Lutherans1,030,774$58,845 03/31/2020
     IUSG1,030,774$58,845 03/31/2020
Wells Fargo & Company MN980,563$55,980 03/31/2020
     IUSG980,563$55,980 03/31/2020
Raymond James Financial Services Advisors Inc.777,674$55,899 06/30/2020
     IUSG777,674$55,899 06/30/2020
First Republic Investment Management Inc.842,804$48,116 03/31/2020
     IUSG842,804$48,116 03/31/2020
FMR LLC810,605$46,277 03/31/2020
     IUSG810,605$46,277 03/31/2020
Cambridge Investment Research Advisors Inc.567,188$40,769 06/30/2020
     IUSG567,188$40,769 06/30/2020
BlackRock Inc.653,833$37,327 03/31/2020
     IUSG653,833$37,327 03/31/2020
Commonwealth Equity Services LLC652,148$37,231 03/31/2020
     IUSG652,148$37,231 03/31/2020
Ameriprise Financial Inc.630,125$35,960 03/31/2020
     IUSG630,125$35,960 03/31/2020
Raymond James & Associates440,826$31,687 06/30/2020
     IUSG440,826$31,687 06/30/2020
Royal Bank of Canada553,816$31,618 03/31/2020
     IUSG553,816$31,618 03/31/2020
HighTower Advisors LLC523,415$29,897 03/31/2020
     IUSG523,415$29,897 03/31/2020
F3Logic LLC515,470$29,431 03/31/2020
     IUSG515,470$29,431 03/31/2020
People s United Financial Inc.429,132$24,499 03/31/2020
     IUSG429,132$24,499 03/31/2020
Northwestern Mutual Wealth Management Co.372,270$21,253 03/31/2020
     IUSG372,270$21,253 03/31/2020
Sandy Spring Bank356,764$20,368 03/31/2020
     IUSG356,764$20,368 03/31/2020
Advanced Asset Management Advisors Inc239,600$17,222 06/30/2020
     IUSG239,600$17,222 06/30/2020
Advisor Group Holdings Inc.361,231$17,056 03/31/2020
     IUSG361,231$17,056 03/31/2020
United Capital Financial Advisers LLC292,077$16,675 03/31/2020
     IUSG292,077$16,675 03/31/2020
Benjamin F. Edwards & Company Inc.281,694$16,082 03/31/2020
     IUSG281,694$16,082 03/31/2020
Insight Wealth Strategies LLC215,091$15,461 06/30/2020
     IUSG215,091$15,461 06/30/2020
Watson Rebecca204,050$14,667 06/30/2020
     IUSG204,050$14,667 06/30/2020
Global Strategic Investment Solutions LLC243,056$13,876 03/31/2020
     IUSG243,056$13,876 03/31/2020
TRUE Private Wealth Advisors190,923$13,723 06/30/2020
     IUSG190,923$13,723 06/30/2020
Private Advisor Group LLC237,328$13,549 03/31/2020
     IUSG237,328$13,549 03/31/2020
Natixis Advisors L.P.211,900$12,097 03/31/2020
     IUSG211,900$12,097 03/31/2020
Integrated Wealth Concepts LLC162,964$11,714 06/30/2020
     IUSG162,964$11,714 06/30/2020
Windsor Group LTD158,494$11,393 06/30/2020
     IUSG158,494$11,393 06/30/2020
Avantax Advisory Services Inc.191,348$10,930 03/31/2020
     IUSG191,348$10,930 03/31/2020
Baird Financial Group Inc.191,113$10,911 03/31/2020
     IUSG191,113$10,911 03/31/2020
Stifel Financial Corp190,573$10,889 03/31/2020
     IUSG190,573$10,889 03/31/2020
Westwood Holdings Group Inc.188,603$10,767 03/31/2020
     IUSG188,603$10,767 03/31/2020
MML Investors Services LLC186,836$10,666 03/31/2020
     IUSG186,836$10,666 03/31/2020
Colony Group LLC176,887$10,098 03/31/2020
     IUSG176,887$10,098 03/31/2020
Clearbridge Investments LLC153,393$8,757 03/31/2020
     IUSG153,393$8,757 03/31/2020
Redhawk Wealth Advisors Inc.121,280$8,718 06/30/2020
     IUSG121,280$8,718 06/30/2020
Mitchell Capital Management Co.118,628$8,527 06/30/2020
     IUSG118,628$8,527 06/30/2020
Doliver Advisors LP129,227$8,307 03/31/2020
     IUSG129,227$8,307 03/31/2020
ERTS Wealth Advisors LLC141,796$8,095 03/31/2020
     IUSG141,796$8,095 03/31/2020
Allianz Asset Management GmbH125,516$7,166 03/31/2020
     IUSG125,516$7,166 03/31/2020
Cetera Advisor Networks LLC117,329$6,698 03/31/2020
     IUSG117,329$6,698 03/31/2020
Veracity Capital LLC90,041$6,472 06/30/2020
     IUSG90,041$6,472 06/30/2020
PSI Advisors LLC3,644$6,437 06/30/2020
     IUSG3,644$6,437 06/30/2020
IHT Wealth Management LLC103,526$5,910 03/31/2020
     IUSG103,526$5,910 03/31/2020
Global Retirement Partners LLC82,036$5,897 06/30/2020
     IUSG82,036$5,897 06/30/2020
Resources Investment Advisors LLC.96,657$5,518 03/31/2020
     IUSG96,657$5,518 03/31/2020
US Bancorp DE96,515$5,510 03/31/2020
     IUSG96,515$5,510 03/31/2020
Equitable Holdings Inc.92,452$5,278 03/31/2020
     IUSG92,452$5,278 03/31/2020
Goldman Sachs Group Inc.91,203$5,206 03/31/2020
     IUSG91,203$5,206 03/31/2020
Blair William & Co. IL90,104$5,144 03/31/2020
     IUSG90,104$5,144 03/31/2020
AE Wealth Management LLC90,022$5,139 03/31/2020
     IUSG90,022$5,139 03/31/2020
Petix & Botte Co89,943$5,135 03/31/2020
     IUSG89,943$5,135 03/31/2020
Jane Street Group LLC89,669$5,119 03/31/2020
     IUSG89,669$5,119 03/31/2020
Cardinal Strategic Wealth Guidance86,122$4,917 03/31/2020
     IUSG86,122$4,917 03/31/2020
Parsec Financial Management Inc.66,941$4,812 06/30/2020
     IUSG66,941$4,812 06/30/2020
Janney Montgomery Scott LLC59,876$4,304 06/30/2020
     IUSG59,876$4,304 06/30/2020
Edge Capital Group LLC75,066$4,286 03/31/2020
     IUSG75,066$4,286 03/31/2020
First Allied Advisory Services Inc.73,470$4,194 03/31/2020
     IUSG73,470$4,194 03/31/2020
Cornerstone Advisory LLC69,834$3,987 03/31/2020
     IUSG69,834$3,987 03/31/2020
Benchmark Financial Wealth Advisors LLC53,229$3,826 06/30/2020
     IUSG53,229$3,826 06/30/2020
Good Life Advisors LLC52,226$3,757 06/30/2020
     IUSG52,226$3,757 06/30/2020
TIAA FSB51,400$3,695 06/30/2020
     IUSG51,400$3,695 06/30/2020
Western Wealth Management LLC50,305$3,616 06/30/2020
     IUSG50,305$3,616 06/30/2020
Sawtooth Solutions LLC62,954$3,594 03/31/2020
     IUSG62,954$3,594 03/31/2020
Ford Financial Group LLC49,198$3,536 06/30/2020
     IUSG49,198$3,536 06/30/2020
Truist Financial Corp59,946$3,423 03/31/2020
     IUSG59,946$3,423 03/31/2020
Stratos Wealth Partners LTD.47,065$3,383 06/30/2020
     IUSG47,065$3,383 06/30/2020
Coldstream Capital Management Inc.56,533$3,227 03/31/2020
     IUSG56,533$3,227 03/31/2020
Thoroughbred Financial Services LLC44,563$3,203 06/30/2020
     IUSG44,563$3,203 06/30/2020
Flagship Harbor Advisors LLC42,850$3,080 06/30/2020
     IUSG42,850$3,080 06/30/2020
Symphony Financial Ltd. Co.42,280$3,039 06/30/2020
     IUSG42,280$3,039 06/30/2020
Stonebridge Financial Planning Group LLC41,608$3,033 06/30/2020
     IUSG41,608$3,033 06/30/2020
Hollencrest Capital Management41,629$2,992 06/30/2020
     IUSG41,629$2,992 06/30/2020
Linscomb & Williams Inc.51,602$2,946 03/31/2020
     IUSG51,602$2,946 03/31/2020
Private Wealth Advisors Inc.39,057$2,807 06/30/2020
     IUSG39,057$2,807 06/30/2020
Colorado Capital Management Inc.37,214$2,661 06/30/2020
     IUSG37,214$2,661 06/30/2020
CA Family Wealth LLC46,262$2,641 03/31/2020
     IUSG46,262$2,641 03/31/2020
Corbett Road Capital Management LLC36,463$2,620 06/30/2020
     IUSG36,463$2,620 06/30/2020
Emerald Investment Partners LLC45,719$2,610 03/31/2020
     IUSG45,719$2,610 03/31/2020
Golden State Wealth Management LLC45,094$2,574 03/31/2020
     IUSG45,094$2,574 03/31/2020
Sigma Planning Corp35,701$2,566 06/30/2020
     IUSG35,701$2,566 06/30/2020
Kingfisher Capital LLC41,591$2,374 03/31/2020
     IUSG41,591$2,374 03/31/2020
JPMorgan Chase & Co.41,076$2,345 03/31/2020
     IUSG41,076$2,345 03/31/2020
Neumann Capital Management LLC32,486$2,335 06/30/2020
     IUSG32,486$2,335 06/30/2020
Proequities Inc.40,380$2,305 03/31/2020
     IUSG40,380$2,305 03/31/2020
Sound Financial Strategies Group LLC31,771$2,284 06/30/2020
     IUSG31,771$2,284 06/30/2020
White Lighthouse Investment Management Inc.30,456$2,189 06/30/2020
     IUSG30,456$2,189 06/30/2020
Planning Directions Inc.30,187$2,170 06/30/2020
     IUSG30,187$2,170 06/30/2020
Cetera Advisors LLC37,922$2,165 03/31/2020
     IUSG37,922$2,165 03/31/2020
Greenline Partners LLC36,422$2,079 03/31/2020
     IUSG36,422$2,079 03/31/2020
Howe & Rusling Inc.28,698$2,063 06/30/2020
     IUSG28,698$2,063 06/30/2020
Oak Ridge Investments LLC35,187$2,009 03/31/2020
     IUSG35,187$2,009 03/31/2020
Texas Capital Bank Wealth Management Services Inc.27,883$2,004 06/30/2020
     IUSG27,883$2,004 06/30/2020
Carroll Financial Associates Inc.27,472$1,974 06/30/2020
     IUSG27,472$1,974 06/30/2020
Financial Advocates Investment Management32,972$1,883 03/31/2020
     IUSG32,972$1,883 03/31/2020
First Heartland Consultants Inc.25,120$1,806 06/30/2020
     IUSG25,120$1,806 06/30/2020
JMG Financial Group Ltd.25,000$1,797 06/30/2020
     IUSG25,000$1,797 06/30/2020
55I LLC28,432$1,740 03/31/2020
     IUSG28,432$1,740 03/31/2020
Wealthcare Advisory Partners LLC24,066$1,730 06/30/2020
     IUSG24,066$1,730 06/30/2020
Strategic Point Investment Advisors LLC22,145$1,692 06/30/2020
     IUSG22,145$1,692 06/30/2020
Albion Financial Group UT29,335$1,675 03/31/2020
     IUSG29,335$1,675 03/31/2020
Creative Planning22,756$1,636 06/30/2020
     IUSG22,756$1,636 06/30/2020
Gladstone Institutional Advisory LLC28,576$1,631 03/31/2020
     IUSG28,576$1,631 03/31/2020
First National Bank of Hutchinson28,184$1,609 03/31/2020
     IUSG28,184$1,609 03/31/2020
Financial Counselors Inc.28,165$1,608 03/31/2020
     IUSG28,165$1,608 03/31/2020
HYA Advisors Inc27,581$1,575 03/31/2020
     IUSG27,581$1,575 03/31/2020
GWM Advisors LLC21,907$1,574 06/30/2020
     IUSG21,907$1,574 06/30/2020
CX Institutional27,208$1,553 03/31/2020
     IUSG27,208$1,553 03/31/2020
Steel Peak Wealth Management LLC20,824$1,497 06/30/2020
     IUSG20,824$1,497 06/30/2020
Legacy Private Trust Co.19,600$1,409 06/30/2020
     IUSG19,600$1,409 06/30/2020
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC24,237$1,384 03/31/2020
     IUSG24,237$1,384 03/31/2020
CIBC Private Wealth Group LLC23,360$1,333 03/31/2020
     IUSG23,360$1,333 03/31/2020
Parsons Capital Management Inc. RI23,140$1,321 03/31/2020
     IUSG23,140$1,321 03/31/2020
Calton & Associates Inc.22,247$1,270 03/31/2020
     IUSG22,247$1,270 03/31/2020
Homrich & Berg22,073$1,260 03/31/2020
     IUSG22,073$1,260 03/31/2020
Venture Visionary Partners LLC21,676$1,237 03/31/2020
     IUSG21,676$1,237 03/31/2020
GM Advisory Group Inc.20,000$1,142 03/31/2020
     IUSG20,000$1,142 03/31/2020
McKinley Carter Wealth Services Inc.15,861$1,140 06/30/2020
     IUSG15,861$1,140 06/30/2020
Comerica Bank14,842$1,136 06/30/2020
     IUSG14,842$1,136 06/30/2020
Carlton Hofferkamp & Jenks Wealth Management LLC14,359$1,088 06/30/2020
     IUSG14,359$1,088 06/30/2020
Beacon Pointe Advisors LLC18,561$1,063 03/31/2020
     IUSG18,561$1,063 03/31/2020
Credit Suisse AG18,600$1,062 03/31/2020
     IUSG18,600$1,062 03/31/2020
Northern Trust Corp17,734$1,012 03/31/2020
     IUSG17,734$1,012 03/31/2020
Integrated Advisors Network LLC17,613$1,006 03/31/2020
     IUSG17,613$1,006 03/31/2020
Omega Financial Group LLC13,339$959 06/30/2020
     IUSG13,339$959 06/30/2020
Magnolia Capital Advisors LLC12,643$909 06/30/2020
     IUSG12,643$909 06/30/2020
MidWestOne Financial Group Inc.15,887$907 03/31/2020
     IUSG15,887$907 03/31/2020
Berman Capital Advisors LLC14,878$849 03/31/2020
     IUSG14,878$849 03/31/2020
Keystone Financial Group14,544$830 03/31/2020
     IUSG14,544$830 03/31/2020
EP Wealth Advisors LLC14,446$825 03/31/2020
     IUSG14,446$825 03/31/2020
Stokes Family Office LLC14,347$819 03/31/2020
     IUSG14,347$819 03/31/2020
Wealth Alliance14,320$818 03/31/2020
     IUSG14,320$818 03/31/2020
Family Firm Inc.14,307$817 03/31/2020
     IUSG14,307$817 03/31/2020
Bessemer Group Inc.14,087$804 03/31/2020
     IUSG14,087$804 03/31/2020
Renaissance Technologies LLC14,000$799 03/31/2020
     IUSG14,000$799 03/31/2020
Investors Financial Group LLC11,101$798 06/30/2020
     IUSG11,101$798 06/30/2020
Citigroup Inc.13,831$790 03/31/2020
     IUSG13,831$790 03/31/2020
Trexquant Investment LP13,819$789 03/31/2020
     IUSG13,819$789 03/31/2020
IndexIQ Advisors LLC13,192$753 03/31/2020
     IUSG13,192$753 03/31/2020
Hubbell Strickland Wealth Management LLC10,122$728 06/30/2020
     IUSG10,122$728 06/30/2020
Brighton Jones LLC12,759$728 03/31/2020
     IUSG12,759$728 03/31/2020
Vivid Financial Management Inc.9,944$715 06/30/2020
     IUSG9,944$715 06/30/2020
IFG Advisory LLC12,430$709 03/31/2020
     IUSG12,430$709 03/31/2020
Ullmann Financial Group Inc.9,669$695 06/30/2020
     IUSG9,669$695 06/30/2020
Raymond James Trust N.A.9,418$677 06/30/2020
     IUSG9,418$677 06/30/2020
Cim LLC11,299$645 03/31/2020
     IUSG11,299$645 03/31/2020
Commerce Bank11,228$641 03/31/2020
     IUSG11,228$641 03/31/2020
Meritage Portfolio Management8,668$623 06/30/2020
     IUSG8,668$623 06/30/2020
Whittier Trust Co.8,670$623 06/30/2020
     IUSG8,670$623 06/30/2020
BOKF NA10,920$623 03/31/2020
     IUSG10,920$623 03/31/2020
PFG Advisors8,217$616 06/30/2020
     IUSG8,217$616 06/30/2020
Mariner LLC10,611$606 03/31/2020
     IUSG10,611$606 03/31/2020
XML Financial LLC8,421$605 06/30/2020
     IUSG8,421$605 06/30/2020
D.A. Davidson & CO.10,013$572 03/31/2020
     IUSG10,013$572 03/31/2020
TL Private Wealth7,171$542 06/30/2020
     IUSG7,171$542 06/30/2020
Baker Avenue Asset Management LP9,504$542 03/31/2020
     IUSG9,504$542 03/31/2020
Schmidt P J Investment Management Inc.7,400$532 06/30/2020
     IUSG7,400$532 06/30/2020
Essex Financial Services Inc.9,283$530 03/31/2020
     IUSG9,283$530 03/31/2020
Carolinas Wealth Consulting LLC9,182$523 03/31/2020
     IUSG9,182$523 03/31/2020
CWM LLC7,129$512 06/30/2020
     IUSG7,129$512 06/30/2020
Asset Management Group Inc.8,775$501 03/31/2020
     IUSG8,775$501 03/31/2020
Cornell Pochily Investment Advisors Inc.6,938$499 06/30/2020
     IUSG6,938$499 06/30/2020
NEXT Financial Group Inc6,906$496 06/30/2020
     IUSG6,906$496 06/30/2020
Weil Company Inc.8,686$496 03/31/2020
     IUSG8,686$496 03/31/2020
Brinker Capital Inc.6,888$495 06/30/2020
     IUSG6,888$495 06/30/2020
NexWave Capital Partners LLC6,812$490 06/30/2020
     IUSG6,812$490 06/30/2020
Heron Financial Group LLC6,528$490 06/30/2020
     IUSG6,528$490 06/30/2020
Patten & Patten Inc. TN6,779$487 06/30/2020
     IUSG6,779$487 06/30/2020
Leonard Rickey Investment Advisors P.L.L.C.6,551$471 06/30/2020
     IUSG6,551$471 06/30/2020
9258 Wealth Management LLC7,316$470 03/31/2020
     IUSG7,316$470 03/31/2020
Oppenheimer & Co. Inc.8,216$469 03/31/2020
     IUSG8,216$469 03/31/2020
Teamwork Financial Advisors LLC6,499$467 06/30/2020
     IUSG6,499$467 06/30/2020
Burt Wealth Advisors7,850$448 03/31/2020
     IUSG7,850$448 03/31/2020
Savior LLC6,073$436 06/30/2020
     IUSG6,073$436 06/30/2020
Northstar Wealth Partners LLC7,457$425 03/31/2020
     IUSG7,457$425 03/31/2020
Nikulski Financial Inc.5,639$405 06/30/2020
     IUSG5,639$405 06/30/2020
Geneva Partners LLC5,563$400 06/30/2020
     IUSG5,563$400 06/30/2020
Institutional & Family Asset Management LLC6,870$392 03/31/2020
     IUSG6,870$392 03/31/2020
Meridian Wealth Advisors LLC6,805$388 03/31/2020
     IUSG6,805$388 03/31/2020
Bedel Financial Consulting Inc.5,300$381 06/30/2020
     IUSG5,300$381 06/30/2020
Columbus Macro LLC5,222$375 06/30/2020
     IUSG5,222$375 06/30/2020
Heritage Wealth Advisors5,200$374 06/30/2020
     IUSG5,200$374 06/30/2020
GenWealth Group Inc.5,069$368 06/30/2020
     IUSG5,069$368 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC5,103$366 06/30/2020
     IUSG5,103$366 06/30/2020
Kayne Anderson Rudnick Investment Management LLC6,265$358 03/31/2020
     IUSG6,265$358 03/31/2020
Synovus Financial Corp6,217$357 03/31/2020
     IUSG6,217$357 03/31/2020
Weaver Consulting Group4,945$356 06/30/2020
     IUSG4,945$356 06/30/2020
Rinet Co LLC6,194$354 03/31/2020
     IUSG6,194$354 03/31/2020
Droms Strauss Advisors Inc. MO ADV6,007$343 03/31/2020
     IUSG6,007$343 03/31/2020
Ieq Capital LLC4,740$341 06/30/2020
     IUSG4,740$341 06/30/2020
Patten Group Inc.4,623$332 06/30/2020
     IUSG4,623$332 06/30/2020
Hochman Cole Investment Advisors Inc.4,609$331 06/30/2020
     IUSG4,609$331 06/30/2020
High Falls Advisors Inc5,720$327 03/31/2020
     IUSG5,720$327 03/31/2020
Bank of Montreal Can5,808$324 03/31/2020
     IUSG5,808$324 03/31/2020
Bank of New York Mellon Corp5,667$324 03/31/2020
     IUSG5,667$324 03/31/2020
Rockefeller Capital Management L.P.5,684$324 03/31/2020
     IUSG5,684$324 03/31/2020
SOL Capital Management CO4,500$323 06/30/2020
     IUSG4,500$323 06/30/2020
Mackey Komara & Dankovich LLC5,605$320 03/31/2020
     IUSG5,605$320 03/31/2020
ST Germain D J Co. Inc.5,521$315 03/31/2020
     IUSG5,521$315 03/31/2020
Leavell Investment Management Inc.4,312$310 06/30/2020
     IUSG4,312$310 06/30/2020
Financial Partners Group Inc5,586$305 03/31/2020
     IUSG5,586$305 03/31/2020
LexAurum Advisors LLC4,179$300 06/30/2020
     IUSG4,179$300 06/30/2020
Visionary Wealth Advisors5,126$293 03/31/2020
     IUSG5,126$293 03/31/2020
Kovack Advisors Inc.4,069$292 06/30/2020
     IUSG4,069$292 06/30/2020
Massmutual Trust Co. FSB ADV5,075$290 03/31/2020
     IUSG5,075$290 03/31/2020
MainStreet Investment Advisors LLC5,075$290 03/31/2020
     IUSG5,075$290 03/31/2020
Endurance Wealth Management Inc.4,000$288 06/30/2020
     IUSG4,000$288 06/30/2020
Advisory Services Network LLC5,022$287 03/31/2020
     IUSG5,022$287 03/31/2020
Beaumont Financial Partners LLC4,988$285 03/31/2020
     IUSG4,988$285 03/31/2020
Aspiriant LLC4,908$280 03/31/2020
     IUSG4,908$280 03/31/2020
Steward Partners Investment Advisory LLC4,901$279 03/31/2020
     IUSG4,901$279 03/31/2020
MONECO Advisors LLC3,842$276 06/30/2020
     IUSG3,842$276 06/30/2020
Great Valley Advisor Group Inc.3,810$275 06/30/2020
     IUSG3,810$275 06/30/2020
Armbruster Capital Management Inc.4,800$274 03/31/2020
     IUSG4,800$274 03/31/2020
Wedbush Securities Inc.3,792$273 06/30/2020
     IUSG3,792$273 06/30/2020
CENTRAL TRUST Co3,788$272 06/30/2020
     IUSG3,788$272 06/30/2020
Plante Moran Financial Advisors LLC4,689$268 03/31/2020
     IUSG4,689$268 03/31/2020
Prospera Financial Services Inc4,621$264 03/31/2020
     IUSG4,621$264 03/31/2020
Vista Private Wealth Partners. LLC3,641$262 06/30/2020
     IUSG3,641$262 06/30/2020
SeaCrest Wealth Management LLC3,632$261 06/30/2020
     IUSG3,632$261 06/30/2020
Sequoia Financial Advisors LLC4,544$259 03/31/2020
     IUSG4,544$259 03/31/2020
Mutual Advisors LLC4,422$252 03/31/2020
     IUSG4,422$252 03/31/2020
Riverbridge Partners LLC3,498$251 06/30/2020
     IUSG3,498$251 06/30/2020
Lincoln National Corp3,439$247 06/30/2020
     IUSG3,439$247 06/30/2020
V Wealth Advisors LLC3,392$244 06/30/2020
     IUSG3,392$244 06/30/2020
Squar Milner Financial Services LLC3,360$242 06/30/2020
     IUSG3,360$242 06/30/2020
Altfest L J & Co. Inc.3,200$230 06/30/2020
     IUSG3,200$230 06/30/2020
BBVA USA Bancshares Inc.3,186$229 06/30/2020
     IUSG3,186$229 06/30/2020
KFA Private Wealth Group LLC3,108$223 06/30/2020
     IUSG3,108$223 06/30/2020
Independent Advisor Alliance3,885$222 03/31/2020
     IUSG3,885$222 03/31/2020
S&T Bank PA3,812$218 03/31/2020
     IUSG3,812$218 03/31/2020
Seascape Capital Management3,817$218 03/31/2020
     IUSG3,817$218 03/31/2020
West Branch Capital LLC3,018$217 06/30/2020
     IUSG3,018$217 06/30/2020
Andesa Financial Management Inc.3,800$217 03/31/2020
     IUSG3,800$217 03/31/2020
Morningstar Investment Services LLC3,030$216 06/30/2020
     IUSG3,030$216 06/30/2020
Voya Financial Advisors Inc.3,726$216 03/31/2020
     IUSG3,726$216 03/31/2020
Mirador Capital Partners LP3,329$216 03/31/2020
     IUSG3,329$216 03/31/2020
Community Financial Services Group LLC2,905$209 06/30/2020
     IUSG2,905$209 06/30/2020
Lido Advisors LLC3,646$208 03/31/2020
     IUSG3,646$208 03/31/2020
First City Capital Management Inc.3,627$207 03/31/2020
     IUSG3,627$207 03/31/2020
BRYN MAWR TRUST Co3,600$206 03/31/2020
     IUSG3,600$206 03/31/2020
Mercer Global Advisors Inc. ADV3,514$201 03/31/2020
     IUSG3,514$201 03/31/2020
HRT Financial LLC3,509$200 03/31/2020
     IUSG3,509$200 03/31/2020
Huntington National Bank2,667$192 06/30/2020
     IUSG2,667$192 06/30/2020
Marshall Wace LLP3,281$187 03/31/2020
     IUSG3,281$187 03/31/2020
Sowell Financial Services LLC3,123$178 03/31/2020
     IUSG3,123$178 03/31/2020
Benjamin Edwards Inc.2,800$160 03/31/2020
     IUSG2,800$160 03/31/2020
Capital Analysts LLC2,787$159 03/31/2020
     IUSG2,787$159 03/31/2020
Cullen Frost Bankers Inc.2,637$150 03/31/2020
     IUSG2,637$150 03/31/2020
Cutler Group LP $147 06/30/2020
     IUSG1,899$136 06/30/2020
     Call3,200$11 06/30/2020
     Put200$0 06/30/2020
Brown Brothers Harriman & Co.2,498$143 03/31/2020
     IUSG2,498$143 03/31/2020
Ancora Advisors LLC2,312$132 03/31/2020
     IUSG2,312$132 03/31/2020
Ballast Advisors LLC1,762$127 06/30/2020
     IUSG1,762$127 06/30/2020
Element Wealth LLC2,153$123 03/31/2020
     IUSG2,153$123 03/31/2020
Kings Point Capital Management2,000$114 03/31/2020
     IUSG2,000$114 03/31/2020
Ellis Investment Partners LLC1,520$110 06/30/2020
     IUSG1,520$110 06/30/2020
Captrust Financial Advisors2,010$110 03/31/2020
     IUSG2,010$110 03/31/2020
Enterprise Trust & Investment Co1,500$108 06/30/2020
     IUSG1,500$108 06/30/2020
AdvisorNet Financial Inc1,827$104 03/31/2020
     IUSG1,827$104 03/31/2020
Ameritas Investment Company LLC1,793$102 03/31/2020
     IUSG1,793$102 03/31/2020
Financial Architects Inc1,774$101 03/31/2020
     IUSG1,774$101 03/31/2020
Eudaimonia Partners LLC1,760$100 03/31/2020
     IUSG1,760$100 03/31/2020
Creative Financial Designs Inc. ADV1,325$95 06/30/2020
     IUSG1,325$95 06/30/2020
Sowa Financial Group Inc.1,300$93 06/30/2020
     IUSG1,300$93 06/30/2020
FinTrust Capital Advisors LLC1,630$93 03/31/2020
     IUSG1,630$93 03/31/2020
Monetary Management Group Inc.1,600$91 03/31/2020
     IUSG1,600$91 03/31/2020
Private Capital Group LLC1,539$88 03/31/2020
     IUSG1,539$88 03/31/2020
Kore Private Wealth LLC1,498$86 03/31/2020
     IUSG1,498$86 03/31/2020
Clearstead Advisors LLC1,385$79 03/31/2020
     IUSG1,385$79 03/31/2020
Signaturefd LLC1,050$75 06/30/2020
     IUSG1,050$75 06/30/2020
Gradient Investments LLC1,047$75 06/30/2020
     IUSG1,047$75 06/30/2020
EPG Wealth Management LLC1,299$74 03/31/2020
     IUSG1,299$74 03/31/2020
Evoke Wealth LLC1,220$70 03/31/2020
     IUSG1,220$70 03/31/2020
Orion Portfolio Solutions LLC1,193$68 03/31/2020
     IUSG1,193$68 03/31/2020
Carmichael Hill & Associates Inc.1,179$67 03/31/2020
     IUSG1,179$67 03/31/2020
Gemmer Asset Management LLC904$65 06/30/2020
     IUSG904$65 06/30/2020
Key Financial Inc997$58 03/31/2020
     IUSG997$58 03/31/2020
SRS Capital Advisors Inc.942$54 03/31/2020
     IUSG942$54 03/31/2020
Parallel Advisors LLC730$52 06/30/2020
     IUSG730$52 06/30/2020
Oppenheimer Asset Management Inc.894$51 03/31/2020
     IUSG894$51 03/31/2020
Jackson Grant Investment Advisers Inc.900$51 03/31/2020
     IUSG900$51 03/31/2020
Covington Capital Management880$50 03/31/2020
     IUSG880$50 03/31/2020
Tsfg LLC661$48 06/30/2020
     IUSG661$48 06/30/2020
Trustcore Financial Services LLC639$46 06/30/2020
     IUSG639$46 06/30/2020
Vectors Research Management LLC663$38 03/31/2020
     IUSG663$38 03/31/2020
Reilly Financial Advisors LLC500$36 06/30/2020
     IUSG500$36 06/30/2020
Financial Enhancement Group LLC532$30 03/31/2020
     IUSG532$30 03/31/2020
Archer Investment Corp468$27 03/31/2020
     IUSG468$27 03/31/2020
Capital Asset Advisory Services LLC401$26 03/31/2020
     IUSG401$26 03/31/2020
Delta Asset Management LLC TN350$25 06/30/2020
     IUSG350$25 06/30/2020
Provident Wealth Management LLC350$25 06/30/2020
     IUSG350$25 06/30/2020
Fusion Family Wealth LLC430$25 03/31/2020
     IUSG430$25 03/31/2020
Front Row Advisors LLC382$25 03/31/2020
     IUSG382$25 03/31/2020
Tower Research Capital LLC TRC 400$23 03/31/2020
     IUSG400$23 03/31/2020
Lake Point Wealth Management410$23 03/31/2020
     IUSG410$23 03/31/2020
Independence Advisors LLC382$22 03/31/2020
     IUSG382$22 03/31/2020
Global Wealth Management Investment Advisory Inc.393$22 03/31/2020
     IUSG393$22 03/31/2020
Glenmede Trust Co. NA325$21 03/31/2020
     IUSG325$21 03/31/2020
IFP Advisors Inc322$18 03/31/2020
     IUSG322$18 03/31/2020
Ironwood Financial llc231$17 06/30/2020
     IUSG231$17 06/30/2020
Capital Investment Advisory Services LLC300$17 03/31/2020
     IUSG300$17 03/31/2020
Lenox Wealth Advisors LLC218$16 06/30/2020
     IUSG218$16 06/30/2020
Cornerstone Advisors Inc.202$15 06/30/2020
     IUSG202$15 06/30/2020
Asset Dedication LLC244$14 03/31/2020
     IUSG244$14 03/31/2020
Jackson Hole Capital Partners LLC244$14 03/31/2020
     IUSG244$14 03/31/2020
Pathstone Family Office LLC215$12 03/31/2020
     IUSG215$12 03/31/2020
Assetmark Inc.190$11 03/31/2020
     IUSG190$11 03/31/2020
Verus Capital Partners LLC190$11 03/31/2020
     IUSG190$11 03/31/2020
Jacobi Capital Management LLC7,686$9 06/30/2020
     IUSG7,686$9 06/30/2020
Pacitti Group Inc.163$9 03/31/2020
     IUSG163$9 03/31/2020
HCR Wealth Advisors115$8 06/30/2020
     IUSG115$8 06/30/2020
TD Capital Management LLC137$8 03/31/2020
     IUSG137$8 03/31/2020
RPG Investment Advisory LLC100$7 06/30/2020
     IUSG100$7 06/30/2020
Fifth Third Bancorp120$7 03/31/2020
     IUSG120$7 03/31/2020
Column Capital Advisors LLC118$7 03/31/2020
     IUSG118$7 03/31/2020
Advisory Alpha LLC105$7 03/31/2020
     IUSG105$7 03/31/2020
Boston Private Wealth LLC132$7 03/31/2020
     IUSG132$7 03/31/2020
Whittier Trust Co. of Nevada Inc.80$6 06/30/2020
     IUSG80$6 06/30/2020
Patriot Financial Group Insurance Agency LLC80$6 06/30/2020
     IUSG80$6 06/30/2020
Investors Research Corp79$6 06/30/2020
     IUSG79$6 06/30/2020
Deutsche Bank AG100$6 03/31/2020
     IUSG100$6 03/31/2020
Lakeview Capital Partners LLC64$5 06/30/2020
     IUSG64$5 06/30/2020
Quadrant Capital Group LLC81$5 03/31/2020
     IUSG81$5 03/31/2020
Sailer Financial LLC59$4 06/30/2020
     IUSG59$4 06/30/2020
Riggs Asset Managment Co. Inc.73$4 03/31/2020
     IUSG73$4 03/31/2020
JNBA Financial Advisors35$3 06/30/2020
     IUSG35$3 06/30/2020
Eukles Asset Management54$3 06/30/2020
     IUSG54$3 06/30/2020
1776 Wealth LLC38$2 06/30/2020
     IUSG38$2 06/30/2020
Truvestments Capital LLC46$2 03/31/2020
     IUSG46$2 03/31/2020
MBE Wealth Management LLC45$2 03/31/2020
     IUSG45$2 03/31/2020
Walled Lake Planning & Wealth Management LLC27$2 03/31/2020
     IUSG27$2 03/31/2020

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

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