Stock

IUSB

Ownership Count: 1292

Ownership

Manager Name % of Portfolio Recent Activity Share Value
ENVESTNET ASSET MANAGEMENT INC 2.11%
Reduced 11.25%
141,114,590 $6,378,379,000.0
JONES FINANCIAL COMPANIES LLLP 2.67%
Added 12.29%
60,314,305 $2,726,206,000.0
BlackRock, Inc. 0.12%
Added 18.67%
53,980,525 $2,439,919,000.0
BlackRock Inc. 0.12%
Added 6.57%
45,519,922 $2,058,410,000.0
LPL Financial LLC 0.85%
Added 13.52%
44,646,696 $2,018,030,000.0
WELLS FARGO & COMPANY/MN 0.5%
Added 10.42%
27,353,966 $1,236,399,000.0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.84%
Added 6.70%
21,859,149 $988,033,000.0
MORGAN STANLEY 0.14%
No Change
21,616,016 $1,018,546,000.0
Envestnet Portfolio Solutions, Inc. 3.34%
Reduced 9.78%
21,442,516 $969,201,000.0
CWM, LLC 3.64%
Reduced 11.46%
18,881,700 $853,453,000.0
JPMORGAN CHASE & CO 0.09%
Added 37.69%
16,236,413 $733,885,000.0
PARK AVENUE SECURITIES LLC 5.15%
Reduced 12.80%
10,898,086 $492,593,000.0
Cetera Investment Advisers 1.02%
Reduced 3.11%
10,437,128 $471,758,000.0
AMERIPRISE FINANCIAL INC 0.16%
Added 1.95%
10,366,951 $468,499,000.0
Janney Montgomery Scott LLC 1.1%
Reduced 12.12%
8,513,173 $384,795,000.0