Ticker: IBDV CUSIP: 46436E726 Class: IBONDS DEC 2030
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 586,432 | $12,943 |
| Gratus Wealth Advisors, LLC | 1,482,987 | $32,730 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 200,860 | $4,433 |
| Kathmere Capital Management, LLC | 1,376,104 | $30,371 |
| RVW Wealth, LLC | 1,113,152 | $24,567 |
| REBALANCE, LLC | 459,388 | $10,139 |
| Winthrop Partners - WNY, LLC | 196,868 | $4,345 |
| SONATA CAPITAL GROUP INC | 55,611 | $1,227 |
| Foundry Financial Group, Inc. | 37,643 | $831 |
| TABLEAUX LLC | 25,176 | $555 |
| HARBOR ADVISORY CORP /MA/ | 46,886 | $1,035 |
| Cyr Financial Inc. | 15,602 | $344 |
| Alliance Wealth Advisors, LLC /UT | 37,795 | $834 |
| ALTERNA WEALTH MANAGEMENT, INC | 11,284 | $249 |
| Gilbert & Cook, Inc. | 48,214 | $1,064 |
| First Fiduciary Investment Counsel, Inc. | 51,600 | $1 |
| Element Wealth, LLC | 12,886 | $284 |
| Heartland Bank & Trust Co | 12,382 | $273 |
| Great Diamond Partners, LLC | 22,728 | $502 |
| Ellis Investment Partners, LLC | 20,593 | $454 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ARCADIA INVESTMENT ADVISORS LLC | 11,078 | 293,682 | +282,604 (+2551.0%) |
| Cornerstone Planning, LLC | 77,827 | 328,400 | +250,573 (+322.0%) |
| Sound View Wealth Advisors Group, LLC | 987,630 | 1,478,715 | +491,085 (+49.7%) |
| Peloton Wealth Strategists | 296,250 | 359,850 | +63,600 (+21.5%) |
| EIGHT 31 FINANCIAL, LLC | 344,137 | 369,742 | +25,605 (+7.4%) |
| Houlihan Financial Resource Group, Ltd. | 79,050 | 197,348 | +118,298 (+149.6%) |
| Guidance Point Advisors, LLC | 324,354 | 397,616 | +73,262 (+22.6%) |
| Wilkins Miller Wealth Management, LLC | 246,080 | 252,808 | +6,728 (+2.7%) |
| 4Thought Financial Group Inc. | 227,892 | 239,722 | +11,830 (+5.2%) |
| Ironwood Financial, llc | 495,965 | 533,013 | +37,048 (+7.5%) |
| HM PAYSON & CO | 72,713 | 1,652,913 | +1,580,200 (+2173.2%) |
| HAMEL ASSOCIATES, INC. | 109,775 | 162,956 | +53,181 (+48.4%) |
| WOODMONT INVESTMENT COUNSEL LLC | 795,525 | 953,887 | +158,362 (+19.9%) |
| Klingman & Associates, LLC | 1,435,980 | 1,569,753 | +133,773 (+9.3%) |
| MEMBERS WEALTH LLC | 190,624 | 193,880 | +3,256 (+1.7%) |
| MinichMacGregor Wealth Management, LLC | 397,200 | 426,638 | +29,438 (+7.4%) |
| INSTRUMENTAL WEALTH, LLC | 96,911 | 107,518 | +10,607 (+10.9%) |
| MV CAPITAL MANAGEMENT, INC. | 798,071 | 835,858 | +37,787 (+4.7%) |
| Godshalk Welsh Capital Management, Inc. | 38,100 | 61,600 | +23,500 (+61.7%) |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 234,919 | 254,945 | +20,026 (+8.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NESTEGG ADVISORS, INC. | 396,924 | 210,973 | -185,951 (-46.8%) |
| Granite Harbor Advisors, Inc. | 40,732 | 11,052 | -29,680 (-72.9%) |
| Paradigm, Strategies in Wealth Management, LLC | 74,214 | 65,857 | -8,357 (-11.3%) |
| WRAPMANAGER INC | 107,818 | 87,711 | -20,107 (-18.6%) |
| Wealthstar Advisors, LLC | 91,128 | 81,802 | -9,326 (-10.2%) |
| DRIVE WEALTH MANAGEMENT, LLC | 76,691 | 70,147 | -6,544 (-8.5%) |
| Provenance Wealth Advisors, LLC | 21,227 | 8,148 | -13,079 (-61.6%) |
| LITTLE HOUSE CAPITAL LLC | 53,523 | 48,715 | -4,808 (-9.0%) |
| STAR Financial Bank | 34,893 | 34,276 | -617 (-1.8%) |
| Bradley & Co. Private Wealth Management, LLC | 9,253 | 7,956 | -1,297 (-14.0%) |
| REDW Wealth LLC | 48,548 | 47,780 | -768 (-1.6%) |
| Gryphon Financial Partners LLC | 20,679 | 16,933 | -3,746 (-18.1%) |
| JPMORGAN CHASE & CO | 304,382 | 1,515 | -302,867 (-99.5%) |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 37,593 | 37,128 | -465 (-1.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 307,334 | 204,836 | -102,498 (-33.4%) |
| Frisch Financial Group, Inc. | 10,611 | 9,309 | -1,302 (-12.3%) |
| CGN Advisors LLC | 39,333 | 36,790 | -2,543 (-6.5%) |
| HANCOCK WHITNEY CORP | 229,680 | 224,886 | -4,794 (-2.1%) |
| MEITAV INVESTMENT HOUSE LTD | 55,782 | 49,540 | -6,242 (-11.2%) |
| Fortis Capital Management LLC | 19,333 | 18,204 | -1,129 (-5.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Koesten, Hirschmann & Crabtree, INC. | 6,850 | $152 |
| United Community Bank | 2,270 | $50 |
| CITADEL ADVISORS LLC | 404,974 | $8,970 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 20,427 | $452 |
| JANE STREET GROUP, LLC | 48,648 | $1,078 |
| BROWN BROTHERS HARRIMAN & CO | 7,364 | $163 |
| GPS Wealth Strategies Group, LLC | 932 | $21 |
| Kozak & Associates, Inc. | 617 | $14 |
| Spire Wealth Management | 1,200 | $27 |
| PRINCIPAL SECURITIES, INC. | 1,394 | $31 |
| NBT BANK N A /NY | 830 | $18 |