Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Delta Wealth Advisors LLC | 167,287 | $4,053 |
| SONATA CAPITAL GROUP INC | 147,148 | $3,565 |
| BRIGHTON SECURITIES CORP. | 109,522 | $2,654 |
| Winthrop Partners - WNY, LLC | 223,514 | $5,416 |
| Endowment Wealth Management, Inc. | 62,185 | $1,507 |
| Aviance Capital Partners, LLC | 198,965 | $4,821 |
| PFG Private Wealth Management, LLC | 21,307 | $516 |
| JAMES INVESTMENT RESEARCH INC | 73,593 | $1,783 |
| Blake Schutter Theil Wealth Advisors, LLC | 10,624 | $257 |
| Summit Wealth Group, LLC | 28,806 | $698 |
| SMI Advisory Services, LLC | 31,428 | $762 |
| CERTIOR FINANCIAL GROUP, LLC | 9,310 | $226 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 243,126 | $5,891 |
| Gilbert & Cook, Inc. | 27,407 | $664 |
| Wellington Shields & Co., LLC | 14,420 | $349 |
| Trinity Wealth Management, LLC | 9,708 | $235 |
| Clearstead Trust, LLC | 17,822 | $432 |
| GPS Wealth Strategies Group, LLC | 10,160 | $246 |
| Rothschild Wealth LLC | 18,253 | $442 |
| American Money Management, LLC | 14,325 | $347 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| IFS Advisors, LLC | 467,228 | 936,131 | +468,903 (+100.4%) |
| NovaPoint Capital, LLC | 93,085 | 651,647 | +558,562 (+600.1%) |
| Cornerstone Planning, LLC | 152,663 | 595,283 | +442,620 (+289.9%) |
| Sarver Vrooman Wealth Advisors | 1,768,383 | 1,854,991 | +86,608 (+4.9%) |
| COWA, LLC | 682,472 | 817,998 | +135,526 (+19.9%) |
| ARCADIA INVESTMENT ADVISORS LLC | 333,871 | 375,573 | +41,702 (+12.5%) |
| Houlihan Financial Resource Group, Ltd. | 98,055 | 229,889 | +131,834 (+134.4%) |
| Sound View Wealth Advisors Group, LLC | 1,802,697 | 2,013,302 | +210,605 (+11.7%) |
| Beaumont Asset Management, L.L.C. | 240,325 | 264,526 | +24,201 (+10.1%) |
| Gratus Wealth Advisors, LLC | 1,366,303 | 1,436,539 | +70,236 (+5.1%) |
| Madden Advisory Services, Inc. | 292,524 | 316,590 | +24,066 (+8.2%) |
| RVW Wealth, LLC | 1,135,975 | 1,318,361 | +182,386 (+16.1%) |
| Wick Capital Partners, LLC | 299,117 | 446,401 | +147,284 (+49.2%) |
| Integras Partners LLC | 259,248 | 265,970 | +6,722 (+2.6%) |
| SHUFRO ROSE & CO LLC | 1,086,455 | 1,191,011 | +104,556 (+9.6%) |
| MOSELEY INVESTMENT MANAGEMENT INC | 402,007 | 411,130 | +9,123 (+2.3%) |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 194,345 | 200,585 | +6,240 (+3.2%) |
| HM PAYSON & CO | 3,559,963 | 4,283,152 | +723,189 (+20.3%) |
| Kesler, Norman & Wride, LLC | 260,723 | 337,230 | +76,507 (+29.3%) |
| Ironwood Financial, llc | 276,222 | 336,465 | +60,243 (+21.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Summit Asset Management, LLC | 714,154 | 20,623 | -693,531 (-97.1%) |
| TABR Capital Management, LLC | 1,071,694 | 977,298 | -94,396 (-8.8%) |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 208,029 | 10,070 | -197,959 (-95.2%) |
| Keeler THomas Management LLC | 399,260 | 375,082 | -24,178 (-6.1%) |
| LifePlan Financial, LLC | 108,565 | 83,254 | -25,311 (-23.3%) |
| InvesTrust | 344,799 | 333,622 | -11,177 (-3.2%) |
| Foundry Financial Group, Inc. | 112,614 | 81,155 | -31,459 (-27.9%) |
| Sightline Wealth Advisors, LLC | 177,860 | 163,022 | -14,838 (-8.3%) |
| Granite Harbor Advisors, Inc. | 48,809 | 23,263 | -25,546 (-52.3%) |
| Klingman & Associates, LLC | 802,857 | 712,284 | -90,573 (-11.3%) |
| Greenline Partners, LLC | 185,677 | 123,877 | -61,800 (-33.3%) |
| WRAPMANAGER INC | 95,713 | 78,843 | -16,870 (-17.6%) |
| Paradigm, Strategies in Wealth Management, LLC | 57,159 | 50,010 | -7,149 (-12.5%) |
| MCF Advisors LLC | 306,199 | 229,106 | -77,093 (-25.2%) |
| DRIVE WEALTH MANAGEMENT, LLC | 161,858 | 147,929 | -13,929 (-8.6%) |
| Gilbert Capital Group, Inc. | 42,099 | 37,652 | -4,447 (-10.6%) |
| 10Elms LLP | 48,909 | 46,299 | -2,610 (-5.3%) |
| Summit Financial, LLC | 333,054 | 19,059 | -313,995 (-94.3%) |
| Weaver Consulting Group | 156,997 | 149,939 | -7,058 (-4.5%) |
| Mesirow Financial Investment Management, Inc. | 569,624 | 445,591 | -124,033 (-21.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Centric Wealth Management | 73,956 | $1,796 |
| SUMMIT WEALTH GROUP LLC / CO | 5,852 | $2,572 |
| Matthew Goff Investment Advisor, LLC | 67,055 | $1,629 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 13,681 | $332 |
| Consolidated Portfolio Review Corp | 51,977 | $1,263 |
| Cyr Financial Inc. | 9,481 | $230 |
| Blue Barn Wealth, LLC | 9,112 | $221 |
| MKT Advisors LLC | 8,717 | $211 |
| Koesten, Hirschmann & Crabtree, INC. | 5,110 | $124 |
| ROMAN BUTLER FULLERTON & CO | 8,638 | $210 |
| Montis Financial, LLC | 10,280 | $250 |
| NOVEM GROUP | 14,237 | $346 |
| 1900 WEALTH MANAGEMENT LLC | 21,799 | $530 |
| Smith, Salley & Associates | 22,236 | $540 |
| United Community Bank | 4,082 | $99 |
| Kovitz Investment Group Partners, LLC | 103,686 | $2,520 |
| Steele Capital Management, Inc. | 18,876 | $459 |
| Sachetta, LLC | 2,000 | $49 |
| CITADEL ADVISORS LLC | 421,532 | $10,243 |
| Corient Private Wealth LLC | 74,953 | $1,821 |