Ticker: IBTJ CUSIP: 46436E825 Class: IBONDS 29 TRM TS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Brookstone Capital Management | 1,728,453 | $37,931 |
| Chris Bulman Inc | 43,267 | $949 |
| Hughes Financial Services, LLC | 98,070 | $2,152 |
| BIP Wealth, LLC | 184,474 | $4,048 |
| Baltimore-Washington Financial Advisors, Inc. | 168,262 | $3,693 |
| Straight Path Wealth Management | 28,253 | $620 |
| Financial Advisory Corp | 46,929 | $1,030 |
| Summit Wealth Partners, LLC | 33,813 | $766 |
| KFG WEALTH MANAGEMENT, LLC | 35,603 | $781 |
| Conrad Siegel Investment Advisors, Inc. | 11,754 | $258 |
| O'Brien Wealth Partners LLC | 11,541 | $253 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 24,135 | $530 |
| CGN Advisors LLC | 13,739 | $302 |
| CFS Investment Advisory Services, LLC | 12,404 | $272 |
| Independent Advisor Alliance | 18,087 | $397 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,052 | $286 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 65,820 | $1,444 |
| High Note Wealth, LLC | 2,790 | $61 |
| Clayton Financial Group LLC | 1,043 | $23 |
| Prime Capital Investment Advisors, LLC | 16,278 | $357 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Asset Advisors Investment Management, LLC | 255,925 | 1,044,998 | +789,073 (+308.3%) |
| MKT Advisors LLC | 476,861 | 597,803 | +120,942 (+25.4%) |
| Wealth Management Strategies, Inc. | 472,931 | 512,315 | +39,384 (+8.3%) |
| EIGHT 31 FINANCIAL, LLC | 411,717 | 432,713 | +20,996 (+5.1%) |
| SHELTON WEALTH MANAGEMENT, LLC | 372,795 | 397,661 | +24,866 (+6.7%) |
| FORONJY FINANCIAL LLC | 274,005 | 289,347 | +15,342 (+5.6%) |
| SPRENG CAPITAL MANAGEMENT, INC. | 278,332 | 293,902 | +15,570 (+5.6%) |
| Krilogy Financial LLC | 35,574 | 497,099 | +461,525 (+1297.4%) |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 963,438 | 1,000,620 | +37,182 (+3.9%) |
| Probity Advisors, Inc. | 411,393 | 437,386 | +25,993 (+6.3%) |
| Foundry Financial Group, Inc. | 42,251 | 62,950 | +20,699 (+49.0%) |
| Northstar Group, Inc. | 20,942 | 111,653 | +90,711 (+433.2%) |
| Journey Advisory Group, LLC | 745,513 | 773,001 | +27,488 (+3.7%) |
| Legacy Private Trust Co. | 432,974 | 524,366 | +91,392 (+21.1%) |
| JIM SAULNIER & ASSOCIATES, LLC | 33,483 | 45,624 | +12,141 (+36.3%) |
| Asset Dedication, LLC | 54,436 | 151,272 | +96,836 (+177.9%) |
| HM PAYSON & CO | 6,915 | 404,684 | +397,769 (+5752.3%) |
| Stratos Wealth Partners, LTD. | 32,025 | 495,743 | +463,718 (+1448.0%) |
| Belpointe Asset Management LLC | 33,981 | 188,555 | +154,574 (+454.9%) |
| ATWOOD & PALMER INC | 904,871 | 927,395 | +22,524 (+2.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TRUE Private Wealth Advisors | 1,954,759 | 1,934,809 | -19,950 (-1.0%) |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 521,000 | 180,532 | -340,468 (-65.3%) |
| CNB Bank | 18,431 | 3,619 | -14,812 (-80.4%) |
| RFP Financial Group LLC | 24,381 | 11,684 | -12,697 (-52.1%) |
| EVEXIA WEALTH LLC | 38,510 | 30,290 | -8,220 (-21.3%) |
| TABLEAUX LLC | 20,110 | 16,363 | -3,747 (-18.6%) |
| Cyr Financial Inc. | 17,850 | 15,459 | -2,391 (-13.4%) |
| CENTRAL TRUST Co | 291,273 | 256,067 | -35,206 (-12.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 829,913 | 22,851 | -807,062 (-97.2%) |
| Cetera Investment Advisers | 352,557 | 137,689 | -214,868 (-60.9%) |
| STAR Financial Bank | 29,321 | 28,705 | -616 (-2.1%) |
| TITLEIST ASSET MANAGEMENT, LLC | 71,212 | 66,333 | -4,879 (-6.9%) |
| Old Port Advisors | 26,471 | 24,981 | -1,490 (-5.6%) |
| Crews Bank & Trust | 15,990 | 13,590 | -2,400 (-15.0%) |
| ROYAL BANK OF CANADA | 240,072 | 202,340 | -37,732 (-15.7%) |
| Guidance Point Advisors, LLC | 11,833 | 11,307 | -526 (-4.4%) |
| Steward Partners Investment Advisory, LLC | 8,433 | 5,222 | -3,211 (-38.1%) |
| Austin Private Wealth, LLC | 21,393 | 20,526 | -867 (-4.1%) |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 17,528 | 17,042 | -486 (-2.8%) |
| Bank of New York Mellon Corp | 9,577 | 9,155 | -422 (-4.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Strategic Blueprint, LLC | 186,646 | $4,098 |
| Greenfield Savings Bank | 19,335 | $425 |
| Forefront Wealth Partners, LLC | 16,162 | $355 |
| HAMEL ASSOCIATES, INC. | 11,309 | $248 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,502 | $253 |
| &PARTNERS | 35,716 | $784 |
| CITADEL ADVISORS LLC | 102,588 | $2,252 |
| Equitable Holdings, Inc. | 9,305 | $204 |
| GPS Wealth Strategies Group, LLC | 283 | $6 |
| Wealthspire Advisors, LLC | 469 | $10 |
| LOGAN CAPITAL MANAGEMENT INC | 312 | $7 |