ISHARES TR

Ticker: IBHG CUSIP: 46436E478 Class: ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
LBMC INVESTMENT ADVISORS, LLC1,574,653$35,146
Federation des caisses Desjardins du Quebec921,274$20,563
LPL Financial LLC913,788$20,396
WELLS FARGO & COMPANY/MN821,952$18,346
OSAIC HOLDINGS, INC.697,958$15,578
Keeler THomas Management LLC438,880$9,796
HighTower Advisors, LLC384,740$8,587
Commonwealth Financial Services, LLC362,662$8,095
Mutual Advisors, LLC325,723$7,270
OLD MISSION CAPITAL LLC313,660$7,001
RAYMOND JAMES FINANCIAL INC276,642$6,175
Cetera Investment Advisers260,528$5,815
ROYAL BANK OF CANADA251,674$5,618
BANK OF AMERICA CORP /DE/249,368$5,566
J.W. COLE ADVISORS, INC.212,637$4,746
UBS Group AG210,510$4,699
Mid-American Wealth Advisory Group, Inc.208,868$4,662
MORGAN STANLEY192,290$4,292
Hurley Capital, LLC187,650$4,188
Ironwood Financial, llc154,545$3,453
NewEdge Advisors, LLC152,907$3,413
KESTRA PRIVATE WEALTH SERVICES, LLC120,808$2,696
Straight Path Wealth Management116,749$2,606
EIGHT 31 FINANCIAL, LLC106,201$2,370
EVEXIA WEALTH LLC100,004$2,235
Lido Advisors, LLC93,186$2,095
Carr Financial Group Corp87,033$1,943
Penobscot Investment Management Company, Inc.83,400$1,861
Advisory Services Network, LLC81,490$1,819
COMMONWEALTH EQUITY SERVICES, LLC76,456$1,706
Integrated Wealth Concepts LLC72,105$1,609
Cambridge Investment Research Advisors, Inc.66,793$1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO62,967$1,405
Centennial Advisors, LLC59,862$1,336
BridgePort Financial Solutions, LLC56,289$1,256
Rialto Wealth Management, LLC55,006$1,228
BlackRock, Inc.53,247$1,188
IFP Advisors, Inc51,030$1,139
REBALANCE, LLC49,932$1,114
MERCER GLOBAL ADVISORS INC /ADV44,068$984
AE Wealth Management LLC44,043$983
FOCUSED ALPHA, LLC40,141$896
EP Wealth Advisors, LLC39,324$878
Tempus Wealth Planning, LLC38,609$862
WRAPMANAGER INC36,971$825
Sightline Wealth Advisors, LLC36,106$806
HEADINVEST, LLC36,050$805
Stratos Wealth Partners, LTD.34,424$768
Heartland Bank & Trust Co33,434$746
Private Advisor Group, LLC32,187$718
Parallel Advisors, LLC32,175$718
Timber Creek Capital Management LLC30,894$690
Austin Private Wealth, LLC30,403$679
Thrivent Financial for Lutherans29,733$1
Klaas Financial Asset Advisors, LLC25,301$565
Global Retirement Partners, LLC25,230$563
Kastel Capital Advisors, LLC24,762$553
Foundations Investment Advisors, LLC23,465$524
Creative Planning23,168$517
GREAT VALLEY ADVISOR GROUP, INC.22,871$510
THOROUGHBRED FINANCIAL SERVICES, LLC21,659$0
Freestone Capital Holdings, LLC21,561$481
Guidance Point Advisors, LLC21,535$481
Landing Point Financial Group, LLC20,811$465
Helen Stephens Group, LLC20,451$456
RIVER'S EDGE WEALTH MANAGEMENT, LLC19,310$429
Walser Wealth Management Company, A Ltd Liability Co18,555$414
COWA, LLC17,650$394
Hobbs Group Advisors, LLC17,173$383
Belpointe Asset Management LLC16,827$376
LITTLEJOHN FINANCIAL SERVICES, INC.16,727$373
CAPTRUST FINANCIAL ADVISORS16,470$368
Spire Wealth Management16,413$366
Baird Financial Group, Inc.15,754$352
STIFEL FINANCIAL CORP15,693$350
Mayflower Financial Advisors, LLC15,662$350
Orion Capital Management LLC14,000$312
TFR Capital, LLC.13,734$307
THREADGILL FINANCIAL, LLC13,421$861
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC13,406$299
Focus Partners Wealth13,378$299
Pure Financial Advisors, LLC13,104$292
Madden Advisory Services, Inc.10,990$245
World Investment Advisors10,930$244
Windsor Capital Management, LLC10,900$243
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,851$242
High Note Wealth, LLC10,713$239
Quantinno Capital Management LP10,349$231
Ashton Thomas Private Wealth, LLC10,349$231
High Falls Advisors, Inc10,248$229
PHILLIPS FINANCIAL MANAGEMENT, LLC10,000$223
LEVEL FOUR ADVISORY SERVICES, LLC9,185$205
TABLEAUX LLC9,092$203
LIBERTY WEALTH MANAGEMENT LLC8,976$200
Friedenthal Financial7,424$166
GAMMA Investing LLC7,248$162
COMERICA BANK6,057$135
10Elms LLP5,257$117
NATIONAL BANK OF CANADA /FI/5,230$117
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC4,445$99
16 other institutions17,283$271
Total (116 institutions)11,737,647$259,815