Ticker: IBTK CUSIP: 46436E593 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Wealth Management Strategies, Inc. | 642,500 | $12,750 |
| MKT Advisors LLC | 652,674 | $12,965 |
| Hughes Financial Services, LLC | 108,338 | $2,150 |
| TABLEAUX LLC | 31,187 | $619 |
| Heartland Bank & Trust Co | 17,706 | $351 |
| Trinity Wealth Management, LLC | 17,422 | $346 |
| Belpointe Asset Management LLC | 136,651 | $2,712 |
| BAILARD, INC. | 197,645 | $3,922 |
| HM PAYSON & CO | 277,103 | $5,499 |
| Element Wealth, LLC | 11,643 | $231 |
| HANOVER ADVISORS INC | 11,419 | $227 |
| FIRST NATIONAL BANK OF OMAHA | 87,954 | $1,748 |
| BIP Wealth, LLC | 59,102 | $1,173 |
| Midwest Professional Planners, LTD. | 10,258 | $204 |
| Atria Investments, Inc | 118,706 | $2,356 |
| O'Brien Wealth Partners LLC | 12,744 | $253 |
| KFG WEALTH MANAGEMENT, LLC | 11,403 | $226 |
| Sanctuary Advisors, LLC | 122,109 | $2,423 |
| Baird Financial Group, Inc. | 196,727 | $3,904 |
| FLOW TRADERS U.S. LLC | 46,254 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Journey Advisory Group, LLC | 267,068 | 817,511 | +550,443 (+206.1%) |
| Waycross Investment Management Co | 502,032 | 507,574 | +5,542 (+1.1%) |
| SHELTON WEALTH MANAGEMENT, LLC | 413,115 | 439,729 | +26,614 (+6.4%) |
| EIGHT 31 FINANCIAL, LLC | 490,080 | 510,993 | +20,913 (+4.3%) |
| TITLEIST ASSET MANAGEMENT, LLC | 1,058,330 | 1,158,487 | +100,157 (+9.5%) |
| REBALANCE, LLC | 11,383 | 259,748 | +248,365 (+2181.9%) |
| Foundry Financial Group, Inc. | 10,293 | 33,314 | +23,021 (+223.7%) |
| Asset Dedication, LLC | 43,296 | 160,490 | +117,194 (+270.7%) |
| CHATHAM CAPITAL GROUP, INC. | 121,345 | 161,930 | +40,585 (+33.4%) |
| Legacy Private Trust Co. | 534,425 | 582,854 | +48,429 (+9.1%) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 234,520 | 924,228 | +689,708 (+294.1%) |
| Reliant Wealth Planning | 18,538 | 37,219 | +18,681 (+100.8%) |
| JIM SAULNIER & ASSOCIATES, LLC | 16,966 | 27,094 | +10,128 (+59.7%) |
| Accretive Wealth Partners, LLC | 167,055 | 172,186 | +5,131 (+3.1%) |
| Stockman Wealth Management, Inc. | 218,144 | 237,760 | +19,616 (+9.0%) |
| FF Advisors,LLC | 89,379 | 92,705 | +3,326 (+3.7%) |
| MML INVESTORS SERVICES, LLC | 34,376 | 748,674 | +714,298 (+2077.9%) |
| Tower Research Capital LLC (TRC) | 61,018 | 121,656 | +60,638 (+99.4%) |
| MERCER GLOBAL ADVISORS INC /ADV | 1,183,092 | 1,809,084 | +625,992 (+52.9%) |
| Keeler THomas Management LLC | 81,888 | 83,106 | +1,218 (+1.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Probity Advisors, Inc. | 540,826 | 486,938 | -53,888 (-10.0%) |
| Smartleaf Asset Management LLC | 87,123 | 4 | -87,119 (-100.0%) |
| Richmond Investment Services, LLC | 47,196 | 32,022 | -15,174 (-32.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 772,329 | 15,177 | -757,152 (-98.0%) |
| RAYMOND JAMES FINANCIAL INC | 941,765 | 731,854 | -209,911 (-22.3%) |
| STAR Financial Bank | 17,773 | 17,090 | -683 (-3.8%) |
| ROYAL BANK OF CANADA | 552,514 | 448,605 | -103,909 (-18.8%) |
| CITADEL ADVISORS LLC | 91,241 | 57,188 | -34,053 (-37.3%) |
| Integrated Wealth Concepts LLC | 68,083 | 60,547 | -7,536 (-11.1%) |
| COMERICA BANK | 9,599 | 2,236 | -7,363 (-76.7%) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 187,023 | 182,300 | -4,723 (-2.5%) |
| Kestra Advisory Services, LLC | 67,749 | 66,591 | -1,158 (-1.7%) |
| Visionary Wealth Advisors | 12,445 | 11,918 | -527 (-4.2%) |
| Janney Montgomery Scott LLC | 135,745 | 116,069 | -19,676 (-14.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| EVEXIA WEALTH LLC | 74,903 | $1,491 |
| United Community Bank | 13,060 | $260 |
| HAMEL ASSOCIATES, INC. | 12,554 | $250 |
| Strategic Blueprint, LLC | 60,423 | $1,201 |
| NBC SECURITIES, INC. | 40,063 | $796 |
| TFR Capital, LLC. | 10,162 | $202 |
| JPL Wealth Management, LLC | 4,116 | $82 |
| Waterloo Capital, L.P. | 10,204 | $203 |
| Private Advisor Group, LLC | 87,123 | $1,732 |
| Hilltop Holdings Inc. | 10,172 | $202 |
| &PARTNERS | 43,742 | $869 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13,530 | $269 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,406 | $266 |
| GPS Wealth Strategies Group, LLC | 314 | $6 |
| Advisory Services Network, LLC | 558 | $11 |
| Ronald Blue Trust, Inc. | 408 | $8 |
| LOGAN CAPITAL MANAGEMENT INC | 345 | $7 |
| CIBC Private Wealth Group, LLC | 265 | $5 |
| Clearstead Advisors, LLC | 137 | $3 |