Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SONATA CAPITAL GROUP INC | 95,677 | $2,453 |
| Red Tortoise LLC | 17,442 | $447 |
| FF Advisors,LLC | 14,822 | $380 |
| ArborFi Advisors, LLC | 7,929 | $203 |
| MV CAPITAL MANAGEMENT, INC. | 14,305 | $367 |
| OneDigital Investment Advisors LLC | 58,597 | $1,502 |
| Elequin Capital, LP | 6,995 | $179 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,059 | $53 |
| TRUIST FINANCIAL CORP | 9,017 | $231 |
| Kestra Advisory Services, LLC | 2,161 | $55 |
| Plante Moran Financial Advisors, LLC | 640 | $16 |
| PNC Financial Services Group, Inc. | 480 | $12 |
| AE Wealth Management LLC | 38 | $1 |
| Sound Income Strategies, LLC | 23 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rossmore Private Capital | 11,736 | 1,444,927 | +1,433,191 (+12211.9%) |
| Wick Capital Partners, LLC | 17,181 | 104,010 | +86,829 (+505.4%) |
| PSI Advisors, LLC | 103,274 | 131,848 | +28,574 (+27.7%) |
| LBMC INVESTMENT ADVISORS, LLC | 464,080 | 515,730 | +51,650 (+11.1%) |
| Granite Harbor Advisors, Inc. | 58,310 | 67,346 | +9,036 (+15.5%) |
| Praetorian Wealth Management, Inc. | 234,296 | 241,578 | +7,282 (+3.1%) |
| Sound View Wealth Advisors Group, LLC | 168,784 | 215,536 | +46,752 (+27.7%) |
| Covington Investment Advisors Inc. | 309,830 | 327,080 | +17,250 (+5.6%) |
| Godshalk Welsh Capital Management, Inc. | 28,500 | 32,500 | +4,000 (+14.0%) |
| Eldridge Investment Advisors, Inc. | 9,400 | 22,650 | +13,250 (+141.0%) |
| MERCER GLOBAL ADVISORS INC /ADV | 1,069,676 | 2,122,321 | +1,052,645 (+98.4%) |
| Quantum Financial Advisors, LLC | 198,861 | 208,864 | +10,003 (+5.0%) |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 266,087 | 299,887 | +33,800 (+12.7%) |
| Evergreen Private Wealth LLC | 45,767 | 49,386 | +3,619 (+7.9%) |
| Atwater Malick LLC | 98,810 | 102,050 | +3,240 (+3.3%) |
| Helen Stephens Group, LLC | 34,830 | 42,831 | +8,001 (+23.0%) |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 43,956 | 45,840 | +1,884 (+4.3%) |
| Hills Bank & Trust Co | 382,065 | 390,744 | +8,679 (+2.3%) |
| IHT Wealth Management, LLC | 42,259 | 75,666 | +33,407 (+79.1%) |
| Cyndeo Wealth Partners, LLC | 133,752 | 146,311 | +12,559 (+9.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 96,059 | 45,639 | -50,420 (-52.5%) |
| Foundry Financial Group, Inc. | 38,486 | 24,743 | -13,743 (-35.7%) |
| Clearstead Advisors, LLC | 477,579 | 58,118 | -419,461 (-87.8%) |
| Signature Wealth Management Group | 59,362 | 57,597 | -1,765 (-3.0%) |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 68,076 | 12,881 | -55,195 (-81.1%) |
| Crews Bank & Trust | 37,281 | 32,575 | -4,706 (-12.6%) |
| POSTROCK PARTNERS LLC | 37,098 | 36,306 | -792 (-2.1%) |
| JAMES INVESTMENT RESEARCH INC | 59,355 | 55,435 | -3,920 (-6.6%) |
| Commonwealth Financial Services, LLC | 13,562 | 10,178 | -3,384 (-25.0%) |
| Financial Advisory Corp | 28,288 | 25,084 | -3,204 (-11.3%) |
| RIA Advisory Group LLC | 59,696 | 58,844 | -852 (-1.4%) |
| Modern Wealth Management, LLC | 45,728 | 32,403 | -13,325 (-29.1%) |
| Lantz Financial LLC | 43,605 | 42,604 | -1,001 (-2.3%) |
| Belpointe Asset Management LLC | 68,585 | 63,079 | -5,506 (-8.0%) |
| STIFEL FINANCIAL CORP | 139,163 | 70,236 | -68,927 (-49.5%) |
| HighTower Advisors, LLC | 310,304 | 265,090 | -45,214 (-14.6%) |
| OSAIC HOLDINGS, INC. | 98,950 | 60,700 | -38,250 (-38.7%) |
| JANE STREET GROUP, LLC | 93,496 | 12,245 | -81,251 (-86.9%) |
| US BANCORP \DE\ | 721,210 | 688,488 | -32,722 (-4.5%) |
| Integrated Wealth Concepts LLC | 382,935 | 376,796 | -6,139 (-1.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 10,435 | $268 |
| WOODMONT INVESTMENT COUNSEL LLC | 34,773 | $892 |
| Accretive Wealth Partners, LLC | 8,296 | $213 |
| OLD MISSION CAPITAL LLC | 44,508 | $1,142 |
| BENJAMIN EDWARDS INC | 49,029 | $1,258 |
| SIGMA INVESTMENT COUNSELORS INC | 10,000 | $257 |
| Brinker Capital Investments, LLC | 46,139 | $1,184 |
| Freestone Capital Holdings, LLC | 11,486 | $295 |
| ENVESTNET ASSET MANAGEMENT INC | 133,577 | $3,428 |
| Corient Private Wealth LLC | 14,601 | $375 |
| Wealthspire Advisors, LLC | 7,703 | $198 |
| CITADEL ADVISORS LLC | 12,036 | $309 |
| GOLDMAN SACHS GROUP INC | 8,399 | $216 |
| JPMORGAN CHASE & CO | 3,767 | $97 |
| PRINCIPAL SECURITIES, INC. | 1,943 | $50 |
| Advisory Services Network, LLC | 716 | $18 |