Ticker: IBLC CUSIP: 46436E361 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Vise Technologies, Inc. | 16,063 | $657 |
| Sound Income Strategies, LLC | 6,313 | $306 |
| GTS SECURITIES LLC | 7,494 | $307 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 6,456 | $264 |
| CITADEL ADVISORS LLC | 49,383 | $2,020 |
| Creative Planning | 10,707 | $438 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,829 | $238 |
| SRS Capital Advisors, Inc. | 750 | $31 |
| Steward Partners Investment Advisory, LLC | 199 | $8 |
| UBS Group AG | 135 | $6 |
| Capital Investment Advisory Services, LLC | 100 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Foguth Wealth Management, LLC. | 63,089 | 132,787 | +69,698 (+110.5%) |
| JANE STREET GROUP, LLC | 4,024 | 92,300 | +88,276 (+2193.7%) |
| Forefront Wealth Partners, LLC | 7,630 | 7,870 | +240 (+3.1%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33,855 | 41,198 | +7,343 (+21.7%) |
| MORGAN STANLEY | 1 | 9,335 | +9,334 (+933400.0%) |
| Empower Advisory Group, LLC | 4,555 | 9,110 | +4,555 (+100.0%) |
| MML INVESTORS SERVICES, LLC | 5,156 | 9,023 | +3,867 (+75.0%) |
| OSAIC HOLDINGS, INC. | 32,528 | 32,880 | +352 (+1.1%) |
| Rockefeller Capital Management L.P. | 8,585 | 8,806 | +221 (+2.6%) |
| Sunbelt Securities, Inc. | 5,000 | 5,082 | +82 (+1.6%) |
| UMB Bank, n.a. | 67 | 80 | +13 (+19.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WCG Wealth Advisors LLC | 23,897 | 23,624 | -273 (-1.1%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,429 | 21,432 | -997 (-4.4%) |
| BlackRock, Inc. | 314 | 296 | -18 (-5.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WMG Financial Advisors, LLC | 6,083 | $337 |
| Waverly Advisors, LLC | 3,900 | $216 |
| Wealthspire Advisors, LLC | 2,048 | $113 |
| Advisory Services Network, LLC | 1,416 | $78 |
| ROYAL BANK OF CANADA | 340 | $19 |
| BANK OF AMERICA CORP /DE/ | 30 | $2 |