Ticker: IBDU CUSIP: 46436E205 Class: IBONDS DEC 29
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Ruggaard & Associates LLC | 502,535 | $11,762 |
| PFG Private Wealth Management, LLC | 342,582 | $8,018 |
| Summit Asset Management, LLC | 768,679 | $17,991 |
| SPRENG CAPITAL MANAGEMENT, INC. | 277,100 | $6,486 |
| SONATA CAPITAL GROUP INC | 128,735 | $3,013 |
| Winthrop Partners - WNY, LLC | 209,963 | $4,914 |
| TFR Capital, LLC. | 59,758 | $1,399 |
| THREADGILL FINANCIAL, LLC | 15,249 | $882 |
| Northstar Group, Inc. | 80,046 | $1,873 |
| Alliance Wealth Advisors, LLC /UT | 36,309 | $850 |
| Hobbs Group Advisors, LLC | 24,552 | $575 |
| Beaumont Asset Management, L.L.C. | 15,601 | $365 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 42,415 | $993 |
| Gilbert & Cook, Inc. | 45,516 | $1,065 |
| Covington Investment Advisors Inc. | 75,567 | $2 |
| Curbstone Financial Management Corp | 27,542 | $645 |
| HANOVER ADVISORS INC | 11,406 | $267 |
| Ellis Investment Partners, LLC | 22,094 | $517 |
| WJ Wealth Management, LLC | 9,800 | $229 |
| Advance Capital Management, Inc. | 70,735 | $1,656 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Seven Springs Wealth Group, LLC | 975,122 | 1,149,546 | +174,424 (+17.9%) |
| Sound View Wealth Advisors Group, LLC | 1,037,961 | 1,613,448 | +575,487 (+55.4%) |
| SHUFRO ROSE & CO LLC | 3,503,960 | 3,805,205 | +301,245 (+8.6%) |
| Houlihan Financial Resource Group, Ltd. | 96,330 | 218,932 | +122,602 (+127.3%) |
| ARCADIA INVESTMENT ADVISORS LLC | 268,254 | 301,149 | +32,895 (+12.3%) |
| 4J Wealth Management LLC | 14,205 | 92,600 | +78,395 (+551.9%) |
| Peloton Wealth Strategists | 342,150 | 375,595 | +33,445 (+9.8%) |
| Gratus Wealth Advisors, LLC | 1,381,528 | 1,420,969 | +39,441 (+2.9%) |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 140,594 | 151,505 | +10,911 (+7.8%) |
| HM PAYSON & CO | 121,649 | 2,162,265 | +2,040,616 (+1677.5%) |
| RVW Wealth, LLC | 939,759 | 1,059,999 | +120,240 (+12.8%) |
| Godshalk Welsh Capital Management, Inc. | 66,450 | 99,900 | +33,450 (+50.3%) |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 194,345 | 200,585 | +6,240 (+3.2%) |
| EIGHT 31 FINANCIAL, LLC | 162,389 | 174,442 | +12,053 (+7.4%) |
| Windsor Capital Management, LLC | 516,460 | 524,522 | +8,062 (+1.6%) |
| Wilkins Miller Wealth Management, LLC | 170,142 | 178,255 | +8,113 (+4.8%) |
| Ironwood Financial, llc | 499,871 | 537,151 | +37,280 (+7.5%) |
| Klingman & Associates, LLC | 1,421,892 | 1,539,005 | +117,113 (+8.2%) |
| HAMEL ASSOCIATES, INC. | 201,685 | 227,779 | +26,094 (+12.9%) |
| 4Thought Financial Group Inc. | 181,845 | 189,820 | +7,975 (+4.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Envision Financial Planning, LLC | 592,058 | 306,594 | -285,464 (-48.2%) |
| Whalen Wealth Management Inc. | 253,179 | 156,998 | -96,181 (-38.0%) |
| Frisch Financial Group, Inc. | 172,269 | 105,356 | -66,913 (-38.8%) |
| InvesTrust | 261,036 | 252,484 | -8,552 (-3.3%) |
| LFA - Lugano Financial Advisors SA | 157,043 | 151,513 | -5,530 (-3.5%) |
| Paradigm, Strategies in Wealth Management, LLC | 75,157 | 63,886 | -11,271 (-15.0%) |
| Motley Fool Wealth Management, LLC | 695,489 | 611,729 | -83,760 (-12.0%) |
| Granite Harbor Advisors, Inc. | 44,691 | 17,970 | -26,721 (-59.8%) |
| Camelot Portfolios, LLC | 68,788 | 59,018 | -9,770 (-14.2%) |
| WRAPMANAGER INC | 99,498 | 81,595 | -17,903 (-18.0%) |
| Snider Financial Group | 60,707 | 41,107 | -19,600 (-32.3%) |
| Seneca House Advisors | 62,476 | 57,146 | -5,330 (-8.5%) |
| MCF Advisors LLC | 383,609 | 370,975 | -12,634 (-3.3%) |
| NewEdge Advisors, LLC | 315,488 | 35,617 | -279,871 (-88.7%) |
| DRIVE WEALTH MANAGEMENT, LLC | 69,125 | 63,446 | -5,679 (-8.2%) |
| TABLEAUX LLC | 17,278 | 14,482 | -2,796 (-16.2%) |
| LITTLE HOUSE CAPITAL LLC | 50,625 | 45,367 | -5,258 (-10.4%) |
| ALTERNA WEALTH MANAGEMENT, INC | 34,629 | 34,078 | -551 (-1.6%) |
| Provenance Wealth Advisors, LLC | 21,536 | 13,527 | -8,009 (-37.2%) |
| COWA, LLC | 64,216 | 62,894 | -1,322 (-2.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Matthew Goff Investment Advisor, LLC | 130,049 | $3,052 |
| Quantum Financial Advisors, LLC | 167,228 | $3,925 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 126,028 | $2,958 |
| United Community Bank | 13,200 | $310 |
| Global Retirement Partners, LLC | 146,023 | $3,427 |
| Koesten, Hirschmann & Crabtree, INC. | 8,391 | $197 |
| Summit Wealth Partners, LLC | 15,436 | $362 |
| Lee Financial Co | 14,550 | $341 |
| American Money Management, LLC | 8,542 | $200 |
| Evergreen Private Wealth LLC | 2,661 | $62 |
| OPPENHEIMER & CO INC | 43,471 | $1,020 |
| Allworth Financial LP | 102,876 | $2,415 |
| RITHOLTZ WEALTH MANAGEMENT | 8,775 | $206 |
| BROWN BROTHERS HARRIMAN & CO | 7,000 | $164 |
| Kozak & Associates, Inc. | 582 | $14 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,719 | $40 |
| NBT BANK N A /NY | 780 | $18 |
| Spire Wealth Management | 694 | $16 |
| HUNTINGTON NATIONAL BANK | 682 | $16 |
| LOGAN CAPITAL MANAGEMENT INC | 293 | $7 |