Ticker: IBHF CUSIP: 46436E528 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TABR Capital Management, LLC | 234,294 | $5,408 |
| Cornerstone Planning, LLC | 441,148 | $10,192 |
| EVEXIA WEALTH LLC | 140,312 | $3,236 |
| Windsor Advisory Group, LLC | 39,761 | $918 |
| Endowment Wealth Management, Inc. | 64,635 | $1,492 |
| BIP Wealth, LLC | 369,470 | $8,527 |
| Sequoia Financial Advisors, LLC | 962,739 | $22,220 |
| Federation des caisses Desjardins du Quebec | 848,632 | $19,578 |
| Hobbs Group Advisors, LLC | 16,618 | $384 |
| TFR Capital, LLC. | 9,227 | $213 |
| Golden Reserve Retirement LLC | 12,189 | $281 |
| Eldridge Investment Advisors, Inc. | 9,300 | $215 |
| Mayflower Financial Advisors, LLC | 13,993 | $323 |
| LIBERTY WEALTH MANAGEMENT LLC | 8,680 | $200 |
| CNB Bank | 2,251 | $52 |
| GREAT VALLEY ADVISOR GROUP, INC. | 27,203 | $628 |
| Foundations Investment Advisors, LLC | 32,536 | $751 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,838 | $227 |
| Pure Financial Advisors, LLC | 9,592 | $221 |
| NATIONAL BANK OF CANADA /FI/ | 5,048 | $116 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 655,015 | 938,450 | +283,435 (+43.3%) |
| Delta Wealth Advisors LLC | 17,158 | 129,915 | +112,757 (+657.2%) |
| COWA, LLC | 782,855 | 971,850 | +188,995 (+24.1%) |
| Hurley Capital, LLC | 446,512 | 524,487 | +77,975 (+17.5%) |
| Arrow Financial Corp | 901,561 | 1,215,960 | +314,399 (+34.9%) |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 589,986 | 604,478 | +14,492 (+2.5%) |
| STRAIGHTLINE GROUP LLC | 806,493 | 818,319 | +11,826 (+1.5%) |
| FF Advisors,LLC | 193,462 | 225,198 | +31,736 (+16.4%) |
| Michael S. Ryan, Inc. | 211,029 | 216,901 | +5,872 (+2.8%) |
| Tempus Wealth Planning, LLC | 188,906 | 261,926 | +73,020 (+38.7%) |
| Brucke Financial, Inc. | 22,999 | 60,005 | +37,006 (+160.9%) |
| LBMC INVESTMENT ADVISORS, LLC | 1,038,643 | 1,106,196 | +67,553 (+6.5%) |
| PRIVATE CLIENT SERVICES, LLC | 261,341 | 268,721 | +7,380 (+2.8%) |
| Landing Point Financial Group, LLC | 63,526 | 77,023 | +13,497 (+21.2%) |
| EIGHT 31 FINANCIAL, LLC | 96,913 | 102,194 | +5,281 (+5.4%) |
| Bedel Financial Consulting, Inc. | 37,460 | 76,993 | +39,533 (+105.5%) |
| Scissortail Wealth Management, LLC | 139,033 | 148,222 | +9,189 (+6.6%) |
| Ironwood Financial, llc | 110,542 | 125,266 | +14,724 (+13.3%) |
| Krilogy Financial LLC | 74,972 | 156,046 | +81,074 (+108.1%) |
| Csenge Advisory Group | 34,697 | 99,911 | +65,214 (+188.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ruggaard & Associates LLC | 583,906 | 524,266 | -59,640 (-10.2%) |
| Sightline Wealth Advisors, LLC | 60,833 | 38,824 | -22,009 (-36.2%) |
| SkyView Investment Advisors, LLC | 163,558 | 93,717 | -69,841 (-42.7%) |
| Carr Financial Group Corp | 70,646 | 62,866 | -7,780 (-11.0%) |
| WRAPMANAGER INC | 43,178 | 35,547 | -7,631 (-17.7%) |
| Commonwealth Financial Services, LLC | 107,836 | 102,869 | -4,967 (-4.6%) |
| TABLEAUX LLC | 11,926 | 9,133 | -2,793 (-23.4%) |
| MCF Advisors LLC | 34,248 | 21,335 | -12,913 (-37.7%) |
| Summit Wealth Partners, LLC | 29,265 | 26,288 | -2,977 (-10.2%) |
| GTS SECURITIES LLC | 21,683 | 10,747 | -10,936 (-50.4%) |
| BANK OF AMERICA CORP /DE/ | 2,260,351 | 1,935,348 | -325,003 (-14.4%) |
| HEADINVEST, LLC | 33,175 | 31,975 | -1,200 (-3.6%) |
| OSAIC HOLDINGS, INC. | 163,939 | 130,237 | -33,702 (-20.6%) |
| UBS Group AG | 267,737 | 215,213 | -52,524 (-19.6%) |
| ROYAL BANK OF CANADA | 416,977 | 368,753 | -48,224 (-11.6%) |
| Montis Financial, LLC | 32,517 | 31,853 | -664 (-2.0%) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 55,710 | 53,987 | -1,723 (-3.1%) |
| Beacon Pointe Advisors, LLC | 29,687 | 20,076 | -9,611 (-32.4%) |
| AE Wealth Management LLC | 97,378 | 95,140 | -2,238 (-2.3%) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 19,501 | 11,758 | -7,743 (-39.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Rialto Wealth Management, LLC | 66,481 | $1,555 |
| Strategic Blueprint, LLC | 304,051 | $7,112 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 33,870 | $792 |
| Cyr Financial Inc. | 9,858 | $231 |
| BWM Planning, LLC | 13,867 | $324 |
| Consolidated Portfolio Review Corp | 23,044 | $539 |
| Steele Capital Management, Inc. | 30,303 | $709 |
| Sigma Planning Corp | 10,791 | $252 |
| GOLDMAN SACHS GROUP INC | 291,805 | $6,825 |
| Advisory Services Network, LLC | 5,754 | $135 |
| GPS Wealth Strategies Group, LLC | 15 | $0 |