Ticker: IBHI CUSIP: 46436E379 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Delta Wealth Advisors LLC | 158,152 | $3,737 |
| THREADGILL FINANCIAL, LLC | 9,030 | $705 |
| Ameraudi Asset Management, Inc. | 9,609 | $227 |
| Hobbs Group Advisors, LLC | 16,202 | $383 |
| Ellis Investment Partners, LLC | 9,400 | $222 |
| CNB Bank | 3,566 | $84 |
| Penobscot Investment Management Company, Inc. | 13,450 | $318 |
| McIlrath & Eck, LLC | 8,599 | $203 |
| Spire Wealth Management | 12,548 | $297 |
| High Note Wealth, LLC | 2,735 | $65 |
| ENVESTNET ASSET MANAGEMENT INC | 28,939 | $684 |
| Bogart Wealth, LLC | 634 | $15 |
| Thrivent Financial for Lutherans | 13,923 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 943,906 | 1,351,581 | +407,675 (+43.2%) |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 234,884 | 245,559 | +10,675 (+4.5%) |
| Baltimore-Washington Financial Advisors, Inc. | 218,677 | 502,656 | +283,979 (+129.9%) |
| Straight Path Wealth Management | 77,371 | 109,998 | +32,627 (+42.2%) |
| Commonwealth Financial Services, LLC | 314,048 | 328,813 | +14,765 (+4.7%) |
| Ironwood Financial, llc | 55,700 | 88,628 | +32,928 (+59.1%) |
| Scissortail Wealth Management, LLC | 55,068 | 59,589 | +4,521 (+8.2%) |
| Helen Stephens Group, LLC | 12,492 | 17,353 | +4,861 (+38.9%) |
| NewEdge Advisors, LLC | 748,453 | 883,775 | +135,322 (+18.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 307,101 | 577,204 | +270,103 (+88.0%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 822,673 | 1,070,938 | +248,265 (+30.2%) |
| Sigma Planning Corp | 44,317 | 56,822 | +12,505 (+28.2%) |
| Integrated Wealth Concepts LLC | 74,342 | 87,297 | +12,955 (+17.4%) |
| Occidental Asset Management, LLC | 11,171 | 13,321 | +2,150 (+19.2%) |
| BANK OF AMERICA CORP /DE/ | 331,335 | 436,090 | +104,755 (+31.6%) |
| LPL Financial LLC | 213,281 | 273,126 | +59,845 (+28.1%) |
| UBS Group AG | 21,036 | 79,951 | +58,915 (+280.1%) |
| MORGAN STANLEY | 1,246,156 | 1,306,212 | +60,056 (+4.8%) |
| Stratos Wealth Partners, LTD. | 182,827 | 189,233 | +6,406 (+3.5%) |
| WELLS FARGO & COMPANY/MN | 62,837 | 90,674 | +27,837 (+44.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WRAPMANAGER INC | 42,519 | 34,998 | -7,521 (-17.7%) |
| Cyr Financial Inc. | 38,707 | 36,883 | -1,824 (-4.7%) |
| IFP Advisors, Inc | 41,209 | 20,519 | -20,690 (-50.2%) |
| HARBOUR INVESTMENTS, INC. | 541 | 67 | -474 (-87.6%) |
| Austin Private Wealth, LLC | 10,508 | 10,326 | -182 (-1.7%) |
| Cambridge Investment Research Advisors, Inc. | 57,921 | 47,529 | -10,392 (-17.9%) |
| CWM, LLC | 1,236 | 902 | -334 (-27.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| TABLEAUX LLC | 9,850 | $235 |
| JANE STREET GROUP, LLC | 13,227 | $315 |
| Advisory Services Network, LLC | 2,148 | $51 |
| PRINCIPAL SECURITIES, INC. | 895 | $21 |
| Clearstead Advisors, LLC | 167 | $4 |