Franklin Resources: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on IUSG, newest first. How the timeline and the estimate are built.

Franklin Resources held 11,638 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 11,638 shares
Change vs previous 13F -8,809 shares
<0.01% of the 13F portfolio, value $2,188,992.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 8,843 shares
- Clearbridge Investments, LLC: 2,795 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 20,447 shares
Change vs previous 13F -105,035 shares
<0.01% of the 13F portfolio, value $3,171,534.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 6,417 shares
- Clearbridge Investments, LLC: 14,030 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 125,482 shares
Change vs previous 13F +116,929 shares
<0.01% of the 13F portfolio, value $21,073,447.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 6,417 shares
- Clearbridge Investments, LLC: 119,065 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,553 shares
Change vs previous 13F -827 shares
<0.01% of the 13F portfolio, value $1,407,311.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 6,417 shares
- Clearbridge Investments, LLC: 2,136 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 9,380 shares
Change vs previous 13F -29,804 shares
<0.01% of the 13F portfolio, value $1,410,752.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 6,417 shares
- Clearbridge Investments, LLC: 2,963 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 39,184 shares
Change vs previous 13F +1,266 shares
<0.01% of the 13F portfolio, value $4,979,502.
13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 6,554 shares
- Clearbridge Investments, LLC: 32,630 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 37,918 shares
Change vs previous 13F +23,746 shares
<0.01% of the 13F portfolio, value $5,283,873.
13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 6,554 shares
- Clearbridge Investments, LLC: 31,364 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 14,172 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $1,887,517.
13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 6,554 shares
- Clearbridge Investments, LLC: 7,618 shares
Acceptance time not in the bulk data set (spec §4.2).