Ticker: IBIE CUSIP: 46438G703 Class: IBONDS OCT 2028
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TRUE Private Wealth Advisors | 1,628,366 | $42,298 |
| Quantum Financial Advisors, LLC | 266,498 | $6,923 |
| North Star Investment Management Corp. | 126,050 | $3,274 |
| Addison Advisors LLC | 105,108 | $2,730 |
| BlackRock, Inc. | 81,523 | $2,118 |
| CENTRAL TRUST Co | 59,016 | $1,533 |
| JANE STREET GROUP, LLC | 34,815 | $904 |
| JIM SAULNIER & ASSOCIATES, LLC | 33,763 | $877 |
| Penobscot Investment Management Company, Inc. | 33,500 | $870 |
| OSAIC HOLDINGS, INC. | 32,763 | $851 |
| CITADEL ADVISORS LLC | 26,348 | $684 |
| IFG Advisory, LLC | 19,357 | $503 |
| GOLDMAN SACHS GROUP INC | 19,236 | $500 |
| ARK & TLK INVESTMENTS, LLC | 17,909 | $465 |
| MKT Advisors LLC | 17,535 | $456 |
| Briggs Wealth Management, Inc | 17,480 | $454 |
| LPL Financial LLC | 14,579 | $379 |
| Creative Planning | 13,897 | $361 |
| Beacon Pointe Advisors, LLC | 10,332 | $268 |
| Bradley & Co. Private Wealth Management, LLC | 7,654 | $199 |
| Farther Finance Advisors, LLC | 3,997 | $104 |
| Mendota Financial Group, LLC | 2,423 | $63 |
| Allworth Financial LP | 2,172 | $56 |
| Parallel Advisors, LLC | 1,144 | $30 |
| BARRETT & COMPANY, INC. | 1,000 | $26 |
| Steward Partners Investment Advisory, LLC | 464 | $12 |
| Total (26 institutions) | 2,576,929 | $66,939 |