Ticker: IBDX CUSIP: 46436E312 Class: IBONDS DEC 2032
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 496,477 | $12,675 |
| CAPITAL ADVISORS INC/OK | 2,653,529 | $67,745 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 89,483 | $2,285 |
| Houlihan Financial Resource Group, Ltd. | 66,100 | $1,690 |
| Praetorian Wealth Management, Inc. | 86,366 | $2,205 |
| SONATA CAPITAL GROUP INC | 33,755 | $862 |
| Centric Wealth Management | 72,347 | $1,843 |
| Redwood Financial Network Corp | 10,909 | $279 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 298,135 | $7,611 |
| Gilbert & Cook, Inc. | 37,469 | $957 |
| OneDigital Investment Advisors LLC | 165,719 | $4,231 |
| Winthrop Partners - WNY, LLC | 49,688 | $1,269 |
| Great Diamond Partners, LLC | 8,970 | $229 |
| FourThought Financial Partners, LLC | 17,476 | $446 |
| OPPENHEIMER & CO INC | 58,649 | $1,497 |
| SPINNAKER TRUST | 15,697 | $401 |
| Journey Advisory Group, LLC | 9,700 | $248 |
| NAPLES GLOBAL ADVISORS, LLC | 7,985 | $204 |
| DEARBORN PARTNERS LLC | 8,055 | $206 |
| Sanctuary Advisors, LLC | 41,764 | $1,066 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Seven Springs Wealth Group, LLC | 874,546 | 1,029,915 | +155,369 (+17.8%) |
| COWA, LLC | 420,297 | 570,722 | +150,425 (+35.8%) |
| MB, LEVIS & ASSOCIATES, LLC | 505,918 | 512,992 | +7,074 (+1.4%) |
| 4Thought Financial Group Inc. | 196,980 | 205,895 | +8,915 (+4.5%) |
| Aptus Capital Advisors, LLC | 4,612,394 | 6,229,049 | +1,616,655 (+35.1%) |
| Sound View Wealth Advisors Group, LLC | 722,066 | 856,087 | +134,021 (+18.6%) |
| Ironwood Financial, llc | 307,117 | 355,922 | +48,805 (+15.9%) |
| Klingman & Associates, LLC | 675,192 | 886,734 | +211,542 (+31.3%) |
| Guidance Point Advisors, LLC | 281,959 | 303,977 | +22,018 (+7.8%) |
| SIGMA INVESTMENT COUNSELORS INC | 1,380,127 | 1,446,565 | +66,438 (+4.8%) |
| Peloton Wealth Strategists | 56,000 | 94,500 | +38,500 (+68.8%) |
| Capital Investment Advisors, LLC | 2,973,967 | 3,171,614 | +197,647 (+6.6%) |
| Arrow Financial Corp | 576,976 | 599,146 | +22,170 (+3.8%) |
| Evergreen Private Wealth LLC | 129,644 | 136,152 | +6,508 (+5.0%) |
| ADIRONDACK TRUST CO | 64,428 | 79,150 | +14,722 (+22.9%) |
| LYELL WEALTH MANAGEMENT, LP | 230,925 | 260,065 | +29,140 (+12.6%) |
| Rossmore Private Capital | 52,818 | 80,282 | +27,464 (+52.0%) |
| Summit Financial, LLC | 1,441,585 | 1,521,738 | +80,153 (+5.6%) |
| DecisionMap Wealth Management, LLC | 8,097 | 13,091 | +4,994 (+61.7%) |
| PRECEDENT WEALTH PARTNERS, LLC | 127,890 | 134,202 | +6,312 (+4.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FIRST INTERSTATE BANK | 2,010,433 | 76,938 | -1,933,495 (-96.2%) |
| Seneca House Advisors | 469,690 | 292,436 | -177,254 (-37.7%) |
| Paradigm, Strategies in Wealth Management, LLC | 142,530 | 128,201 | -14,329 (-10.1%) |
| WRAPMANAGER INC | 91,619 | 74,695 | -16,924 (-18.5%) |
| HEADINVEST, LLC | 36,890 | 26,998 | -9,892 (-26.8%) |
| LITTLE HOUSE CAPITAL LLC | 46,254 | 42,327 | -3,927 (-8.5%) |
| Reliant Wealth Planning | 36,895 | 34,422 | -2,473 (-6.7%) |
| Probity Advisors, Inc. | 145,198 | 143,681 | -1,517 (-1.0%) |
| REDW Wealth LLC | 42,339 | 41,277 | -1,062 (-2.5%) |
| Venture Visionary Partners LLC | 56,824 | 47,182 | -9,642 (-17.0%) |
| Princeton Global Asset Management LLC | 28,195 | 26,342 | -1,853 (-6.6%) |
| BENJAMIN EDWARDS INC | 188,681 | 175,495 | -13,186 (-7.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 185,994 | 100,542 | -85,452 (-45.9%) |
| JPMORGAN CHASE & CO | 50,083 | 101 | -49,982 (-99.8%) |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 46,642 | 41,485 | -5,157 (-11.1%) |
| Roble, Belko & Company, Inc | 11,397 | 7,113 | -4,284 (-37.6%) |
| SAX WEALTH ADVISORS, LLC | 10,993 | 10,378 | -615 (-5.6%) |
| Rossby Financial, LCC | 496 | 288 | -208 (-41.9%) |
| Integrated Wealth Concepts LLC | 22,113 | 21,619 | -494 (-2.2%) |
| MML INVESTORS SERVICES, LLC | 11,637 | 11,280 | -357 (-3.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Granite Harbor Advisors, Inc. | 26,567 | $681 |
| CGN Advisors LLC | 8,103 | $208 |
| Simplicity Wealth,LLC | 9,225 | $236 |
| United Community Bank | 1,570 | $40 |
| CITADEL ADVISORS LLC | 228,866 | $5,864 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59,693 | $1,529 |
| GOLDMAN SACHS GROUP INC | 44,048 | $1,129 |
| BROWN BROTHERS HARRIMAN & CO | 7,599 | $195 |
| Spire Wealth Management | 1,084 | $28 |
| NBT BANK N A /NY | 715 | $18 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 206 | $5 |
| PRINCIPAL SECURITIES, INC. | 214 | $5 |