Ticker: IBTQ CUSIP: 46438G422 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Bell Investment Advisors, Inc | 104,891 | $2,673 |
| CNB Bank | 5,785 | $147 |
| Atlantic Private Wealth, LLC | 3,389 | $86 |
| BENJAMIN EDWARDS INC | 77,631 | $1,978 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 60,782 | $1,549 |
| Physician Wealth Advisors, Inc. | 4,000 | $102 |
| SIGNATUREFD, LLC | 7,410 | $189 |
| Private Advisor Group, LLC | 11,150 | $284 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12,509 | $319 |
| HighTower Advisors, LLC | 10,868 | $277 |
| LPL Financial LLC | 12,653 | $322 |
| BANK OF AMERICA CORP /DE/ | 7,192 | $183 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 955 | $24 |
| MORGAN STANLEY | 2,530 | $64 |
| CENTRAL TRUST Co | 1,046 | $27 |
| Sound Income Strategies, LLC | 700 | $18 |
| WELLS FARGO & COMPANY/MN | 29 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Probity Advisors, Inc. | 37,406 | 81,560 | +44,154 (+118.0%) |
| SUMMITRY LLC | 960,594 | 992,283 | +31,689 (+3.3%) |
| Accretive Wealth Partners, LLC | 121,970 | 126,700 | +4,730 (+3.9%) |
| L2 Asset Management, LLC | 45,434 | 47,968 | +2,534 (+5.6%) |
| UBS Group AG | 240 | 12,824 | +12,584 (+5243.3%) |
| JANE STREET GROUP, LLC | 15,078 | 27,308 | +12,230 (+81.1%) |
| RAYMOND JAMES FINANCIAL INC | 32,247 | 38,413 | +6,166 (+19.1%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,650 | 8,650 | +3,000 (+53.1%) |
| Focus Partners Wealth | 11,737 | 12,893 | +1,156 (+9.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 886,173 | 834,372 | -51,801 (-5.8%) |
| CITADEL ADVISORS LLC | 44,922 | 10,236 | -34,686 (-77.2%) |
| STIFEL FINANCIAL CORP | 40,506 | 36,757 | -3,749 (-9.3%) |
| COMERICA BANK | 4,360 | 2,749 | -1,611 (-36.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FLOW TRADERS U.S. LLC | 23,613 | $1 |
| Advisory Services Network, LLC | 1,481 | $38 |