Ticker: IBCA CUSIP: 46438G372 Class: IBONDS DEC 2035
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| 4Thought Financial Group Inc. | 180,113 | $4,672 |
| Arrow Financial Corp | 568,567 | $14,749 |
| Stonebrook Private Inc. | 87,292 | $2,264 |
| Archford Capital Strategies, LLC | 76,467 | $1,984 |
| Krilogy Financial LLC | 161,513 | $4,198 |
| MV CAPITAL MANAGEMENT, INC. | 36,188 | $939 |
| BENJAMIN EDWARDS INC | 167,625 | $4,348 |
| Gilbert & Cook, Inc. | 19,085 | $495 |
| Stokes Family Office, LLC | 22,000 | $571 |
| CNB Bank | 5,689 | $148 |
| McGlone Suttner Wealth Management, Inc. | 8,534 | $221 |
| StoneX Group Inc. | 15,697 | $407 |
| HANCOCK WHITNEY CORP | 30,874 | $801 |
| DEARBORN PARTNERS LLC | 12,158 | $310 |
| BANK OF AMERICA CORP /DE/ | 744,296 | $19,307 |
| RAYMOND JAMES FINANCIAL INC | 191,873 | $4,977 |
| MORGAN STANLEY | 224,325 | $5,819 |
| US BANCORP \DE\ | 60,265 | $1,563 |
| Atria Investments, Inc | 12,164 | $316 |
| ENVESTNET ASSET MANAGEMENT INC | 68,016 | $1,764 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Guidance Point Advisors, LLC | 27,220 | 221,647 | +194,427 (+714.3%) |
| MB, LEVIS & ASSOCIATES, LLC | 522,889 | 529,786 | +6,897 (+1.3%) |
| Addison Advisors LLC | 28,363 | 143,278 | +114,915 (+405.2%) |
| Paradigm, Strategies in Wealth Management, LLC | 49,976 | 77,239 | +27,263 (+54.6%) |
| INSTRUMENTAL WEALTH, LLC | 80,841 | 90,723 | +9,882 (+12.2%) |
| Capital Investment Advisors, LLC | 1,383,525 | 1,715,750 | +332,225 (+24.0%) |
| Probity Advisors, Inc. | 36,998 | 85,056 | +48,058 (+129.9%) |
| ADIRONDACK TRUST CO | 20,372 | 30,605 | +10,233 (+50.2%) |
| MCF Advisors LLC | 27,205 | 47,419 | +20,214 (+74.3%) |
| Atlantic Union Bankshares Corp | 20,774 | 63,481 | +42,707 (+205.6%) |
| Parallel Advisors, LLC | 89 | 18,238 | +18,149 (+20392.1%) |
| COLDSTREAM CAPITAL MANAGEMENT INC | 17,114 | 33,754 | +16,640 (+97.2%) |
| UBS Group AG | 102,865 | 158,607 | +55,742 (+54.2%) |
| HighTower Advisors, LLC | 10,629 | 35,233 | +24,604 (+231.5%) |
| Lido Advisors, LLC | 167,997 | 181,703 | +13,706 (+8.2%) |
| J.W. COLE ADVISORS, INC. | 67,089 | 70,584 | +3,495 (+5.2%) |
| ROYAL BANK OF CANADA | 51,213 | 61,241 | +10,028 (+19.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,591 | 31,540 | +12,949 (+69.7%) |
| Advisory Services Network, LLC | 13,915 | 16,483 | +2,568 (+18.5%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,992 | 10,718 | +4,726 (+78.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 33,729 | $878 |
| Koesten, Hirschmann & Crabtree, INC. | 338 | $9 |
| NBT BANK N A /NY | 715 | $19 |