Ticker: IBTO CUSIP: 46436E148 Class: IBONDS DEC 2033
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| NovaPoint Capital, LLC | 48,824 | $1,276 |
| Clayton Financial Group LLC | 2,724 | $67 |
| Jacobi Capital Management LLC | 16,011 | $393 |
| Lido Advisors, LLC | 50,214 | $1,233 |
| NATIONAL BANK OF CANADA /FI/ | 8,025 | $197 |
| FLAGSHIP HARBOR ADVISORS, LLC | 837 | $21 |
| AE Wealth Management LLC | 670 | $16 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Headland Capital, LLC | 295,336 | 303,888 | +8,552 (+2.9%) |
| CHATHAM CAPITAL GROUP, INC. | 493,320 | 515,320 | +22,000 (+4.5%) |
| Atlantic Union Bankshares Corp | 1,063,289 | 1,322,916 | +259,627 (+24.4%) |
| Krilogy Financial LLC | 1,059,092 | 1,144,458 | +85,366 (+8.1%) |
| Accretive Wealth Partners, LLC | 134,915 | 139,030 | +4,115 (+3.1%) |
| PFG Advisors | 46,187 | 104,493 | +58,306 (+126.2%) |
| Keeler THomas Management LLC | 53,984 | 55,645 | +1,661 (+3.1%) |
| FAGAN ASSOCIATES, INC. | 82,472 | 87,867 | +5,395 (+6.5%) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 32,306 | 70,348 | +38,042 (+117.8%) |
| L2 Asset Management, LLC | 46,962 | 49,643 | +2,681 (+5.7%) |
| HighTower Advisors, LLC | 184,807 | 249,279 | +64,472 (+34.9%) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 63,181 | 80,085 | +16,904 (+26.8%) |
| ROYAL BANK OF CANADA | 63,645 | 127,153 | +63,508 (+99.8%) |
| MORGAN STANLEY | 863,678 | 923,089 | +59,411 (+6.9%) |
| MERCER GLOBAL ADVISORS INC /ADV | 104,586 | 124,365 | +19,779 (+18.9%) |
| AMERIPRISE FINANCIAL INC | 104,347 | 133,841 | +29,494 (+28.3%) |
| JANE STREET GROUP, LLC | 26,849 | 49,473 | +22,624 (+84.3%) |
| RAYMOND JAMES FINANCIAL INC | 74,157 | 91,246 | +17,089 (+23.0%) |
| BANK OF AMERICA CORP /DE/ | 66,504 | 81,720 | +15,216 (+22.9%) |
| LPL Financial LLC | 35,423 | 44,249 | +8,826 (+24.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Probity Advisors, Inc. | 145,680 | 142,201 | -3,479 (-2.4%) |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 676,864 | 637,249 | -39,615 (-5.9%) |
| Greater Midwest Financial Group, LLC | 22,388 | 21,012 | -1,376 (-6.1%) |
| CNB Bank | 5,949 | 3,226 | -2,723 (-45.8%) |
| Reliant Wealth Planning | 31,452 | 30,643 | -809 (-2.6%) |
| UBS Group AG | 234,977 | 170,528 | -64,449 (-27.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 466,680 | 413,705 | -52,975 (-11.4%) |
| CITADEL ADVISORS LLC | 79,639 | 28,851 | -50,788 (-63.8%) |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 21,500 | 20,296 | -1,204 (-5.6%) |
| OSAIC HOLDINGS, INC. | 7,833 | 6,306 | -1,527 (-19.5%) |
| COMERICA BANK | 3,295 | 2,072 | -1,223 (-37.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Koesten, Hirschmann & Crabtree, INC. | 8,140 | $214 |
| Tower Research Capital LLC (TRC) | 27,587 | $680 |
| Advisory Services Network, LLC | 1,105 | $27 |
| Allworth Financial LP | 846 | $21 |
| LOGAN CAPITAL MANAGEMENT INC | 280 | $7 |
| Clearstead Advisors, LLC | 124 | $3 |