Ticker: IBHK CUSIP: 46438G661 Class: IBONDS 2031 TERM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 423,136 | $10,938 |
| Keeler THomas Management LLC | 97,455 | $2,519 |
| JANE STREET GROUP, LLC | 68,309 | $1,766 |
| Straight Path Wealth Management | 61,809 | $1,598 |
| Integrated Wealth Concepts LLC | 46,242 | $1,195 |
| BANK OF AMERICA CORP /DE/ | 38,359 | $992 |
| WRAPMANAGER INC | 31,981 | $827 |
| Freestone Capital Holdings, LLC | 18,741 | $484 |
| FOCUSED ALPHA, LLC | 13,487 | $349 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,006 | $310 |
| CAPTRUST FINANCIAL ADVISORS | 11,925 | $308 |
| Helen Stephens Group, LLC | 11,586 | $299 |
| MORGAN STANLEY | 10,829 | $280 |
| Reliant Wealth Planning | 10,067 | $260 |
| LPL Financial LLC | 9,570 | $247 |
| RAYMOND JAMES FINANCIAL INC | 8,978 | $232 |
| Ellis Investment Partners, LLC | 8,587 | $222 |
| ROYAL BANK OF CANADA | 5,488 | $142 |
| CNB Bank | 3,255 | $84 |
| Orion Capital Management LLC | 3,000 | $78 |
| BARRETT & COMPANY, INC. | 2,474 | $64 |
| OSAIC HOLDINGS, INC. | 1,592 | $41 |
| Bogart Wealth, LLC | 578 | $15 |
| Sound Income Strategies, LLC | 270 | $7 |
| HAZLETT, BURT & WATSON, INC. | 155 | $0 |
| HARBOUR INVESTMENTS, INC. | 62 | $2 |
| Total (26 institutions) | 899,941 | $23,260 |