Ticker: IBDY CUSIP: 46436E130 Class: IBONDS DEC 2033
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 463,084 | $12,105 |
| COWA, LLC | 33,615 | $829 |
| Gilbert & Cook, Inc. | 36,642 | $958 |
| Koesten, Hirschmann & Crabtree, INC. | 8,140 | $213 |
| Jacobi Capital Management LLC | 24,904 | $651 |
| OneDigital Investment Advisors LLC | 104,858 | $2,741 |
| Ironwood Financial, llc | 8,244 | $216 |
| CNB Bank | 3,042 | $80 |
| XML Financial, LLC | 11,766 | $308 |
| HOWLAND CAPITAL MANAGEMENT LLC | 12,710 | $332 |
| Sound View Wealth Advisors Group, LLC | 7,689 | $201 |
| DEARBORN PARTNERS LLC | 7,883 | $206 |
| GREAT VALLEY ADVISOR GROUP, INC. | 11,160 | $292 |
| Apollon Wealth Management, LLC | 8,071 | $211 |
| BARCLAYS PLC | 19,019 | $497 |
| Roble, Belko & Company, Inc | 4,786 | $0 |
| Bank of New Hampshire | 400 | $10 |
| FMR LLC | 1,293 | $34 |
| Bogart Wealth, LLC | 572 | $15 |
| CIBC Private Wealth Group, LLC | 315 | $8 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 385,717 | 414,016 | +28,299 (+7.3%) |
| SIGMA INVESTMENT COUNSELORS INC | 1,167,169 | 1,286,574 | +119,405 (+10.2%) |
| PRECEDENT WEALTH PARTNERS, LLC | 30,040 | 122,018 | +91,978 (+306.2%) |
| 4Thought Financial Group Inc. | 171,534 | 175,251 | +3,717 (+2.2%) |
| Guidance Point Advisors, LLC | 250,597 | 264,961 | +14,364 (+5.7%) |
| Capital Investment Advisors, LLC | 2,735,984 | 2,929,934 | +193,950 (+7.1%) |
| NESTEGG ADVISORS, INC. | 10,494 | 22,116 | +11,622 (+110.7%) |
| MV CAPITAL MANAGEMENT, INC. | 806,357 | 817,300 | +10,943 (+1.4%) |
| Evergreen Private Wealth LLC | 125,759 | 133,371 | +7,612 (+6.1%) |
| LYELL WEALTH MANAGEMENT, LP | 118,270 | 173,645 | +55,375 (+46.8%) |
| Seneca House Advisors | 94,114 | 98,764 | +4,650 (+4.9%) |
| Wilkins Miller Wealth Management, LLC | 54,719 | 58,231 | +3,512 (+6.4%) |
| SUMMITRY LLC | 998,955 | 1,022,638 | +23,683 (+2.4%) |
| Summit Financial, LLC | 1,854,861 | 1,952,145 | +97,284 (+5.2%) |
| ADIRONDACK TRUST CO | 51,765 | 59,751 | +7,986 (+15.4%) |
| Keeler THomas Management LLC | 39,773 | 41,164 | +1,391 (+3.5%) |
| Stonebrook Private Inc. | 86,814 | 89,062 | +2,248 (+2.6%) |
| Sterling Investment Advisors, Ltd. | 18,100 | 22,765 | +4,665 (+25.8%) |
| Gradient Capital Advisors, LLC | 13,658 | 16,333 | +2,675 (+19.6%) |
| Associated Banc-Corp | 38,935 | 57,100 | +18,165 (+46.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 48,396 | 44,287 | -4,109 (-8.5%) |
| Frisch Financial Group, Inc. | 32,930 | 16,290 | -16,640 (-50.5%) |
| JAMES INVESTMENT RESEARCH INC | 150,281 | 141,350 | -8,931 (-5.9%) |
| Atlantic Union Bankshares Corp | 202,233 | 160,277 | -41,956 (-20.7%) |
| LITTLE HOUSE CAPITAL LLC | 44,379 | 41,316 | -3,063 (-6.9%) |
| FLOW TRADERS U.S. LLC | 95,031 | 67,343 | -27,688 (-29.1%) |
| BENJAMIN EDWARDS INC | 184,328 | 171,093 | -13,235 (-7.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 119,317 | 72,457 | -46,860 (-39.3%) |
| MEITAV INVESTMENT HOUSE LTD | 54,783 | 53,750 | -1,033 (-1.9%) |
| MGO ONE SEVEN LLC | 10,449 | 9,724 | -725 (-6.9%) |
| Stratos Wealth Partners, LTD. | 14,316 | 13,617 | -699 (-4.9%) |
| Banque Cantonale Vaudoise | 7,984 | 7,635 | -349 (-4.4%) |
| Cambridge Investment Research Advisors, Inc. | 10,035 | 9,015 | -1,020 (-10.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Granite Harbor Advisors, Inc. | 25,274 | $663 |
| NovaPoint Capital, LLC | 41,000 | $1,075 |
| Quantum Financial Advisors, LLC | 64,572 | $1,694 |
| United Community Bank | 1,535 | $40 |
| CITADEL ADVISORS LLC | 137,772 | $3,614 |
| JPMORGAN CHASE & CO | 109,702 | $2,877 |
| OPPENHEIMER & CO INC | 8,110 | $213 |
| GOLDMAN SACHS GROUP INC | 29,019 | $761 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,915 | $286 |
| NBT BANK N A /NY | 700 | $18 |
| Farther Finance Advisors, LLC | 68 | $2 |