Ticker: IBDW CUSIP: 46436E486 Class: IBONDS DEC 2031
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 599,772 | $12,685 |
| Whalen Wealth Management Inc. | 161,499 | $3,416 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 236,761 | $5,008 |
| Winthrop Partners - WNY, LLC | 203,249 | $4,299 |
| HAMEL ASSOCIATES, INC. | 84,955 | $1,797 |
| LifePlan Financial, LLC | 29,738 | $629 |
| SONATA CAPITAL GROUP INC | 39,068 | $826 |
| Godshalk Welsh Capital Management, Inc. | 19,050 | $403 |
| Foundation Wealth Management, LLC | 14,285 | $302 |
| EVEXIA WEALTH LLC | 29,178 | $619 |
| Gilbert & Cook, Inc. | 46,743 | $989 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 79,686 | $1,685 |
| HANOVER ADVISORS INC | 10,905 | $231 |
| Ellis Investment Partners, LLC | 20,261 | $429 |
| Clearstead Trust, LLC | 20,420 | $432 |
| OneDigital Investment Advisors LLC | 211,111 | $4,465 |
| Great Diamond Partners, LLC | 14,457 | $306 |
| Sanctuary Advisors, LLC | 153,111 | $3,238 |
| Kovack Advisors, Inc. | 18,698 | $395 |
| Journey Advisory Group, LLC | 11,800 | $250 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sarver Vrooman Wealth Advisors | 2,179,772 | 2,316,263 | +136,491 (+6.3%) |
| Beaumont Asset Management, L.L.C. | 69,941 | 202,120 | +132,179 (+189.0%) |
| COWA, LLC | 182,047 | 311,649 | +129,602 (+71.2%) |
| Houlihan Financial Resource Group, Ltd. | 21,375 | 152,175 | +130,800 (+611.9%) |
| Guidance Point Advisors, LLC | 342,874 | 407,781 | +64,907 (+18.9%) |
| MB, LEVIS & ASSOCIATES, LLC | 640,408 | 650,494 | +10,086 (+1.6%) |
| 4Thought Financial Group Inc. | 233,956 | 245,470 | +11,514 (+4.9%) |
| Ironwood Financial, llc | 493,528 | 545,326 | +51,798 (+10.5%) |
| Peloton Wealth Strategists | 201,350 | 246,350 | +45,000 (+22.3%) |
| Sound View Wealth Advisors Group, LLC | 954,062 | 1,119,214 | +165,152 (+17.3%) |
| Venture Visionary Partners LLC | 2,466,330 | 2,640,751 | +174,421 (+7.1%) |
| Klingman & Associates, LLC | 1,419,923 | 1,580,348 | +160,425 (+11.3%) |
| Probity Advisors, Inc. | 425,810 | 476,552 | +50,742 (+11.9%) |
| WOODMONT INVESTMENT COUNSEL LLC | 605,186 | 813,979 | +208,793 (+34.5%) |
| MOSELEY INVESTMENT MANAGEMENT INC | 319,446 | 331,601 | +12,155 (+3.8%) |
| SIGMA INVESTMENT COUNSELORS INC | 1,690,613 | 1,753,685 | +63,072 (+3.7%) |
| Praetorian Wealth Management, Inc. | 227,351 | 269,037 | +41,686 (+18.3%) |
| ADIRONDACK TRUST CO | 134,583 | 155,301 | +20,718 (+15.4%) |
| MV CAPITAL MANAGEMENT, INC. | 752,252 | 781,212 | +28,960 (+3.8%) |
| Capital Investment Advisors, LLC | 3,405,101 | 3,647,613 | +242,512 (+7.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Envision Financial Planning, LLC | 845,902 | 611,456 | -234,446 (-27.7%) |
| Granite Harbor Advisors, Inc. | 42,625 | 11,544 | -31,081 (-72.9%) |
| Camelot Portfolios, LLC | 68,754 | 58,941 | -9,813 (-14.3%) |
| WRAPMANAGER INC | 110,908 | 90,604 | -20,304 (-18.3%) |
| Paradigm, Strategies in Wealth Management, LLC | 70,006 | 62,609 | -7,397 (-10.6%) |
| Motley Fool Wealth Management, LLC | 548,085 | 482,724 | -65,361 (-11.9%) |
| DRIVE WEALTH MANAGEMENT, LLC | 81,683 | 74,733 | -6,950 (-8.5%) |
| LITTLE HOUSE CAPITAL LLC | 55,713 | 50,967 | -4,746 (-8.5%) |
| BARRETT & COMPANY, INC. | 6,735 | 2,190 | -4,545 (-67.5%) |
| Provenance Wealth Advisors, LLC | 13,092 | 2,433 | -10,659 (-81.4%) |
| REDW Wealth LLC | 80,228 | 78,939 | -1,289 (-1.6%) |
| CNB Bank | 6,101 | 3,761 | -2,340 (-38.4%) |
| LINCOLN CAPITAL CORP | 13,534 | 11,863 | -1,671 (-12.3%) |
| JPMORGAN CHASE & CO | 319,029 | 126 | -318,903 (-100.0%) |
| BENJAMIN EDWARDS INC | 227,368 | 211,196 | -16,172 (-7.1%) |
| Princeton Global Asset Management LLC | 10,561 | 8,257 | -2,304 (-21.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 322,053 | 217,097 | -104,956 (-32.6%) |
| CITADEL ADVISORS LLC | 187,615 | 105,796 | -81,819 (-43.6%) |
| CGN Advisors LLC | 32,815 | 30,382 | -2,433 (-7.4%) |
| Fortis Capital Management LLC | 19,946 | 18,796 | -1,150 (-5.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Seascape Capital Management | 260,724 | $6 |
| Bradley & Co. Private Wealth Management, LLC | 1,312 | $28 |
| United Community Bank | 1,885 | $40 |
| Compound Planning, Inc. | 9,599 | $204 |
| JANE STREET GROUP, LLC | 24,657 | $523 |
| BROWN BROTHERS HARRIMAN & CO | 10,300 | $219 |
| Spire Wealth Management | 1,257 | $27 |
| PRINCIPAL SECURITIES, INC. | 1,460 | $31 |
| NBT BANK N A /NY | 865 | $18 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,367 | $29 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 249 | $5 |
| PARK AVENUE SECURITIES LLC | 21,585 | $0 |