$IUSB is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 8.45%, with an average of 1.12% of portfolio. Largest holder: Johnson Financial Group, Inc. at 8.45%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES TR
13F holders
812
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 812 · Source: 13F-HR01
Atlantic Edge Private Wealth Management, LLC
—
—
02
State Farm Mutual Automobile Insurance Co.
—
—
03
Marquette Asset Management, LLC
—
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04
Evensky & Katz LLC
—
—
05
Taconic Capital Advisors LP
—
—
06
1834 Investment Advisors Co.
—
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07
AIFG Consultants Ltd.
—
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08
Tower Research Capital LLC (TRC)
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09
USAdvisors Wealth Management, LLC
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10
FengHe Fund Management Pte. Ltd.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
14 holders · Q1 202601
Johnson Financial Group, Inc.
8.45% ↑ +8.3pp
α +14.7pts
02
Endeavor Private Wealth, Inc.
4.09% held
α +13.5pts
03
GM Advisory Group, LLC
1.02% held
α +16.5pts
04
Principal Securities, Inc.
0.42% held
α +21.3pts
05
Pacific Financial Group Inc.
0.17% held
α +14.3pts
06
Corsicana & Co.
0.13% held
α +20.0pts
07
RFG Advisory, LLC
0.10% held
α +16.2pts
08
Linscomb Wealth, Inc.
0.06% held
α +32.6pts
09
Beverly Hills Private Wealth, LLC
0.04% held
α +10.4pts
10
TRUE Private Wealth Advisors
0.03% held
α +23.4pts
11
Collier Financial
0.02% held
α +14.2pts
12
Scopia Capital Management LP
0.00% held
α +10.2pts
13
Citigroup Inc.
0.00% held
α +26.3pts
14
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IUSB in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $IUSB in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $IUSB lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $IUSB — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:14 UTC.