Ticker: IBMR CUSIP: 46436E163 Class: IBONDS DEC 2029
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Covington Investment Advisors Inc. | 238,975 | $6 |
| PSI Advisors, LLC | 50,800 | $1,292 |
| Ellis Investment Partners, LLC | 70,043 | $1,781 |
| RIA Advisory Group LLC | 51,479 | $1,309 |
| PFG Private Wealth Management, LLC | 20,633 | $525 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 130,223 | $3,048 |
| Financial Advisory Corp | 30,453 | $774 |
| TRUE Private Wealth Advisors | 36,436 | $927 |
| Atwater Malick LLC | 12,787 | $325 |
| Cyndeo Wealth Partners, LLC | 42,049 | $1,069 |
| OneDigital Investment Advisors LLC | 31,758 | $808 |
| JANE STREET GROUP, LLC | 64,124 | $1,631 |
| GOLDMAN SACHS GROUP INC | 12,736 | $324 |
| Sound Income Strategies, LLC | 44 | $1 |
| AE Wealth Management LLC | 38 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 260,666 | 419,412 | +158,746 (+60.9%) |
| FF Advisors,LLC | 31,214 | 56,057 | +24,843 (+79.6%) |
| Praetorian Wealth Management, Inc. | 175,401 | 205,521 | +30,120 (+17.2%) |
| Granite Harbor Advisors, Inc. | 41,805 | 61,038 | +19,233 (+46.0%) |
| Godshalk Welsh Capital Management, Inc. | 23,800 | 31,300 | +7,500 (+31.5%) |
| MERCER GLOBAL ADVISORS INC /ADV | 821,622 | 2,092,664 | +1,271,042 (+154.7%) |
| Rossmore Private Capital | 9,947 | 38,716 | +28,769 (+289.2%) |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 39,033 | 87,574 | +48,541 (+124.4%) |
| HOWLAND CAPITAL MANAGEMENT LLC | 123,101 | 167,451 | +44,350 (+36.0%) |
| Helen Stephens Group, LLC | 35,163 | 43,233 | +8,070 (+23.0%) |
| Paradigm, Strategies in Wealth Management, LLC | 15,658 | 17,548 | +1,890 (+12.1%) |
| Clearstead Advisors, LLC | 902,055 | 952,366 | +50,311 (+5.6%) |
| SPINNAKER TRUST | 26,320 | 45,271 | +18,951 (+72.0%) |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 28,607 | 30,512 | +1,905 (+6.7%) |
| Integrated Wealth Concepts LLC | 41,062 | 104,056 | +62,994 (+153.4%) |
| Valmark Advisers, Inc. | 27,470 | 65,722 | +38,252 (+139.3%) |
| Sound View Wealth Advisors Group, LLC | 67,740 | 74,015 | +6,275 (+9.3%) |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 133,388 | 153,627 | +20,239 (+15.2%) |
| CENTRAL TRUST Co | 129,364 | 144,285 | +14,921 (+11.5%) |
| BANK OF AMERICA CORP /DE/ | 571,874 | 1,348,304 | +776,430 (+135.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hills Bank & Trust Co | 125,149 | 52,032 | -73,117 (-58.4%) |
| WOODMONT INVESTMENT COUNSEL LLC | 107,068 | 101,176 | -5,892 (-5.5%) |
| Klingman & Associates, LLC | 21,380 | 15,170 | -6,210 (-29.0%) |
| UBS Group AG | 313,761 | 298,545 | -15,216 (-4.8%) |
| JAMES INVESTMENT RESEARCH INC | 34,212 | 33,371 | -841 (-2.5%) |
| Archford Capital Strategies, LLC | 13,760 | 12,790 | -970 (-7.0%) |
| Rockefeller Capital Management L.P. | 33,857 | 29,679 | -4,178 (-12.3%) |
| MASSMUTUAL TRUST CO FSB/ADV | 7,724 | 6,146 | -1,578 (-20.4%) |
| Beacon Pointe Advisors, LLC | 30,841 | 29,009 | -1,832 (-5.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 56,861 | 53,087 | -3,774 (-6.6%) |
| PGIM Custom Harvest LLC | 25,469 | 24,971 | -498 (-2.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SPRENG CAPITAL MANAGEMENT, INC. | 260,831 | $6,122 |
| Quantum Financial Advisors, LLC | 120,758 | $3,083 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 8,245 | $210 |
| OneAscent Financial Services LLC | 9,640 | $246 |
| Brinker Capital Investments, LLC | 42,985 | $1,097 |
| Meridian Wealth Management, LLC | 10,312 | $263 |
| ENVESTNET ASSET MANAGEMENT INC | 122,427 | $3,126 |
| FLOW TRADERS U.S. LLC | 23,116 | $1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,918 | $279 |
| Global Retirement Partners, LLC | 1,724 | $44 |
| Allworth Financial LP | 829 | $21 |
| PRINCIPAL SECURITIES, INC. | 20 | $1 |