Ticker: ILCB CUSIP: 464287127 Class: MORNINGSTR US EQ
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cape Investment Advisory, Inc. | 5,155 | $487 |
| Rothschild Wealth LLC | 9,844 | $929 |
| Basepoint Wealth LLC | 1,684 | $159 |
| Signal Advisors Wealth, LLC | 3,760 | $355 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 604 | $57 |
| GTS SECURITIES LLC | 6,252 | $590 |
| Olistico Wealth, LLC | 480 | $45 |
| Trust Co | 1,134 | $107 |
| World Investment Advisors | 2,866 | $270 |
| Focus Partners Wealth | 11,859 | $1,119 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,552 | $335 |
| IEQ CAPITAL, LLC | 2,124 | $200 |
| FLAGSHIP HARBOR ADVISORS, LLC | 320 | $30 |
| BLAIR WILLIAM & CO/IL | 752 | $71 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 188 | $18 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 275 | $26 |
| Laurel Wealth Advisors LLC | 48 | $5 |
| NATIXIS ADVISORS, L.P. | 11,035 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wealth Forward, LLC | 97,108 | 98,264 | +1,156 (+1.2%) |
| Edge Financial Advisors LLC | 17,301 | 20,007 | +2,706 (+15.6%) |
| EXCHANGE TRADED CONCEPTS, LLC | 471,003 | 519,869 | +48,866 (+10.4%) |
| Commonwealth Financial Services, LLC | 41,490 | 43,142 | +1,652 (+4.0%) |
| Aurora Private Wealth, Inc. | 3,661 | 5,474 | +1,813 (+49.5%) |
| Brinker Capital Investments, LLC | 25,157 | 35,006 | +9,849 (+39.2%) |
| RAYMOND JAMES FINANCIAL INC | 40,720 | 110,058 | +69,338 (+170.3%) |
| Global Retirement Partners, LLC | 28,845 | 32,158 | +3,313 (+11.5%) |
| LPL Financial LLC | 207,243 | 246,468 | +39,225 (+18.9%) |
| Cetera Investment Advisers | 197,200 | 208,351 | +11,151 (+5.7%) |
| Optivise Advisory Services LLC | 2,859 | 2,967 | +108 (+3.8%) |
| Merit Financial Group, LLC | 71,336 | 73,485 | +2,149 (+3.0%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18,728 | 26,076 | +7,348 (+39.2%) |
| JPMORGAN CHASE & CO | 165,457 | 172,044 | +6,587 (+4.0%) |
| B. Riley Wealth Advisors, Inc. | 3,397 | 4,099 | +702 (+20.7%) |
| MORGAN STANLEY | 541,452 | 547,486 | +6,034 (+1.1%) |
| Russell Investments Group, Ltd. | 360 | 4,433 | +4,073 (+1131.4%) |
| FMR LLC | 19,828 | 23,511 | +3,683 (+18.6%) |
| ASSETMARK, INC | 38 | 2,299 | +2,261 (+5950.0%) |
| Corient Private Wealth LLC | 89,147 | 93,022 | +3,875 (+4.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | 17,515 | -1,800 (-9.3%) |
| Brand Asset Management Group, Inc. | 42,840 | 39,952 | -2,888 (-6.7%) |
| JIM SAULNIER & ASSOCIATES, LLC | 36,106 | 35,692 | -414 (-1.1%) |
| OSAIC HOLDINGS, INC. | 249,061 | 73,189 | -175,872 (-70.6%) |
| PACIFIC SUN FINANCIAL CORP | 7,920 | 7,720 | -200 (-2.5%) |
| SeaCrest Wealth Management, LLC | 10,030 | 8,905 | -1,125 (-11.2%) |
| Brightwater Advisory LLC | 5,957 | 5,831 | -126 (-2.1%) |
| Gladstone Institutional Advisory LLC | 86,219 | 84,914 | -1,305 (-1.5%) |
| MONEY CONCEPTS CAPITAL CORP | 17,029 | 15,631 | -1,398 (-8.2%) |
| American Trust | 17,319 | 16,405 | -914 (-5.3%) |
| Vantage Financial Partners, LLC | 7,060 | 6,734 | -326 (-4.6%) |
| Savant Capital, LLC | 12,256 | 6,486 | -5,770 (-47.1%) |
| GOLDMAN SACHS GROUP INC | 75,245 | 46,099 | -29,146 (-38.7%) |
| HARBOUR INVESTMENTS, INC. | 2,290 | 280 | -2,010 (-87.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,907 | 3,513 | -7,394 (-67.8%) |
| HighTower Advisors, LLC | 18,805 | 15,221 | -3,584 (-19.1%) |
| Financial Engines Advisors L.L.C. | 31,166 | 28,288 | -2,878 (-9.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 132,608 | 128,978 | -3,630 (-2.7%) |
| UBS Group AG | 102,896 | 100,109 | -2,787 (-2.7%) |
| CITIGROUP INC | 13,400 | 10,819 | -2,581 (-19.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Ameritas Advisory Services, LLC | 6,380 | $590 |
| Kovitz Investment Group Partners, LLC | 12,165 | $1,124 |
| Tortoise Investment Management, LLC | 1,340 | $124 |
| Cornerstone Planning Group LLC | 601 | $57 |
| CreativeOne Wealth, LLC | 2,335 | $216 |
| Archer Investment Corp | 316 | $29 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 2,364 | $218 |
| Advisory Services Network, LLC | 1,036 | $96 |
| Painted Porch Advisors LLC | 122 | $11 |
| MATHER GROUP, LLC. | 993 | $92 |
| PRINCIPAL SECURITIES, INC. | 399 | $37 |
| GPS Wealth Strategies Group, LLC | 76 | $7 |
| Capital Analysts, LLC | 486 | $0 |