Ticker: IBTM CUSIP: 46436E296 Class: IBONDS DEC 2032
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Legacy Private Trust Co. | 302,131 | $6,972 |
| EVEXIA WEALTH LLC | 24,219 | $560 |
| Clayton Financial Group LLC | 6,466 | $149 |
| FIRST NATIONAL BANK OF OMAHA | 67,373 | $1,559 |
| Parallel Advisors, LLC | 66,034 | $1,524 |
| Jacobi Capital Management LLC | 17,110 | $395 |
| REBALANCE, LLC | 9,694 | $224 |
| Kestra Investment Management, LLC | 14,939 | $345 |
| Lido Advisors, LLC | 9,698 | $224 |
| Crews Bank & Trust | 1,100 | $25 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,300 | $30 |
| Bogart Wealth, LLC | 1,775 | $41 |
| HARBOUR INVESTMENTS, INC. | 1,548 | $36 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 199,159 | 220,940 | +21,781 (+10.9%) |
| Krilogy Financial LLC | 2,485,826 | 2,676,016 | +190,190 (+7.7%) |
| Yoder Wealth Management, Inc. | 68,222 | 100,380 | +32,158 (+47.1%) |
| Stockman Wealth Management, Inc. | 65,388 | 148,404 | +83,016 (+127.0%) |
| 4WEALTH ADVISORS, INC. | 11,499 | 20,618 | +9,119 (+79.3%) |
| Asset Dedication, LLC | 3,333 | 108,595 | +105,262 (+3158.2%) |
| Cushing Capital Partners, LLC | 40,408 | 45,501 | +5,093 (+12.6%) |
| Accretive Wealth Partners, LLC | 144,105 | 148,474 | +4,369 (+3.0%) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 67,319 | 249,173 | +181,854 (+270.1%) |
| Keeler THomas Management LLC | 49,031 | 50,844 | +1,813 (+3.7%) |
| CENTRAL TRUST Co | 5,707 | 50,669 | +44,962 (+787.8%) |
| JAMES INVESTMENT RESEARCH INC | 155,978 | 160,806 | +4,828 (+3.1%) |
| Snowden Capital Advisors LLC | 350,557 | 365,055 | +14,498 (+4.1%) |
| Sanctuary Advisors, LLC | 61,577 | 93,047 | +31,470 (+51.1%) |
| MERCER GLOBAL ADVISORS INC /ADV | 111,430 | 186,170 | +74,740 (+67.1%) |
| IFP Advisors, Inc | 34,510 | 42,687 | +8,177 (+23.7%) |
| UBS Group AG | 830,486 | 955,164 | +124,678 (+15.0%) |
| VERUS CAPITAL PARTNERS, LLC | 28,376 | 31,875 | +3,499 (+12.3%) |
| HighTower Advisors, LLC | 220,664 | 268,204 | +47,540 (+21.5%) |
| BANK OF AMERICA CORP /DE/ | 110,260 | 189,248 | +78,988 (+71.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HEADINVEST, LLC | 35,701 | 22,733 | -12,968 (-36.3%) |
| Probity Advisors, Inc. | 156,108 | 151,891 | -4,217 (-2.7%) |
| Reliant Wealth Planning | 43,474 | 40,753 | -2,721 (-6.3%) |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 418,745 | 397,180 | -21,565 (-5.1%) |
| STAR Financial Bank | 12,539 | 12,230 | -309 (-2.5%) |
| Cetera Investment Advisers | 209,926 | 197,607 | -12,319 (-5.9%) |
| ROYAL BANK OF CANADA | 155,855 | 143,163 | -12,692 (-8.1%) |
| Visionary Wealth Advisors | 46,190 | 44,849 | -1,341 (-2.9%) |
| Gladstone Institutional Advisory LLC | 12,456 | 10,814 | -1,642 (-13.2%) |
| Integrated Wealth Concepts LLC | 22,407 | 20,519 | -1,888 (-8.4%) |
| Leo Wealth, LLC | 17,617 | 17,129 | -488 (-2.8%) |
| OSAIC HOLDINGS, INC. | 17,126 | 15,831 | -1,295 (-7.6%) |
| COMERICA BANK | 2,195 | 1,380 | -815 (-37.1%) |
| Brookstone Capital Management | 16,429 | 15,891 | -538 (-3.3%) |
| Kestra Advisory Services, LLC | 23,040 | 22,632 | -408 (-1.8%) |
| Parkside Financial Bank & Trust | 245 | 202 | -43 (-17.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Parcion Private Wealth LLC | 902,319 | $20,871 |
| SeaCrest Wealth Management, LLC | 16,677 | $385 |
| JPL Wealth Management, LLC | 6,504 | $150 |
| ENVESTNET ASSET MANAGEMENT INC | 109,995 | $2,544 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,431 | $264 |
| Equitable Holdings, Inc. | 9,222 | $213 |
| Wealthspire Advisors, LLC | 1,819 | $42 |
| Allworth Financial LP | 907 | $21 |
| Advisory Services Network, LLC | 622 | $14 |
| LOGAN CAPITAL MANAGEMENT INC | 298 | $7 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 202 | $5 |