Ticker: IBHH CUSIP: 46436E387 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 157,003 | $3,717 |
| THREADGILL FINANCIAL, LLC | 14,841 | $789 |
| Rialto Wealth Management, LLC | 51,342 | $1,216 |
| Hobbs Group Advisors, LLC | 16,192 | $383 |
| REBALANCE, LLC | 46,661 | $1,105 |
| Klaas Financial Asset Advisors, LLC | 20,659 | $489 |
| Windsor Capital Management, LLC | 10,137 | $240 |
| Penobscot Investment Management Company, Inc. | 21,300 | $504 |
| Ellis Investment Partners, LLC | 9,375 | $222 |
| CNB Bank | 2,174 | $51 |
| GREAT VALLEY ADVISOR GROUP, INC. | 20,196 | $478 |
| Hurley Capital, LLC | 1,225 | $29 |
| Spire Wealth Management | 10,798 | $256 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 8,797 | $208 |
| OPPENHEIMER & CO INC | 14,834 | $351 |
| Stratos Wealth Partners, LTD. | 12,575 | $298 |
| SageView Advisory Group, LLC | 2,532 | $60 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,550 | $37 |
| ENVESTNET ASSET MANAGEMENT INC | 9,412 | $223 |
| Parallel Advisors, LLC | 2,925 | $69 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 1,515,968 | 1,712,997 | +197,029 (+13.0%) |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 206,971 | 217,059 | +10,088 (+4.9%) |
| Ironwood Financial, llc | 306,231 | 346,107 | +39,876 (+13.0%) |
| Baltimore-Washington Financial Advisors, Inc. | 1,126,660 | 1,201,619 | +74,959 (+6.7%) |
| Commonwealth Financial Services, LLC | 325,254 | 338,855 | +13,601 (+4.2%) |
| Straight Path Wealth Management | 110,514 | 120,394 | +9,880 (+8.9%) |
| Federation des caisses Desjardins du Quebec | 28,115 | 874,107 | +845,992 (+3009.0%) |
| Guidance Point Advisors, LLC | 11,934 | 17,756 | +5,822 (+48.8%) |
| Helen Stephens Group, LLC | 14,559 | 19,402 | +4,843 (+33.3%) |
| High Note Wealth, LLC | 759 | 6,042 | +5,283 (+696.0%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 324,415 | 874,219 | +549,804 (+169.5%) |
| Robertson Stephens Wealth Management, LLC | 133,008 | 154,727 | +21,719 (+16.3%) |
| Heartland Bank & Trust Co | 25,510 | 26,821 | +1,311 (+5.1%) |
| Apollon Wealth Management, LLC | 331,891 | 352,924 | +21,033 (+6.3%) |
| LPL Financial LLC | 670,620 | 918,580 | +247,960 (+37.0%) |
| NewEdge Advisors, LLC | 762,495 | 796,380 | +33,885 (+4.4%) |
| MORGAN STANLEY | 199,688 | 580,552 | +380,864 (+190.7%) |
| Cetera Investment Advisers | 62,459 | 151,465 | +89,006 (+142.5%) |
| OLD MISSION CAPITAL LLC | 8,778 | 16,772 | +7,994 (+91.1%) |
| Integrated Wealth Concepts LLC | 48,107 | 59,365 | +11,258 (+23.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sightline Wealth Advisors, LLC | 50,331 | 30,881 | -19,450 (-38.6%) |
| WRAPMANAGER INC | 42,325 | 34,900 | -7,425 (-17.5%) |
| Cyr Financial Inc. | 13,243 | 11,548 | -1,695 (-12.8%) |
| IFP Advisors, Inc | 43,660 | 16,734 | -26,926 (-61.7%) |
| TABLEAUX LLC | 10,038 | 9,164 | -874 (-8.7%) |
| HARBOUR INVESTMENTS, INC. | 542 | 68 | -474 (-87.5%) |
| CWM, LLC | 1,004 | 670 | -334 (-33.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Simplicity Wealth,LLC | 20,664 | $493 |
| JANE STREET GROUP, LLC | 160,975 | $3,841 |
| PRINCIPAL SECURITIES, INC. | 5,074 | $121 |
| EP Wealth Advisors, LLC | 4,300 | $102 |
| JFS WEALTH ADVISORS, LLC | 300 | $7 |
| Clearstead Advisors, LLC | 184 | $4 |
| Advisory Services Network, LLC | 147 | $4 |