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On this page, we present all of the funds holding IBDR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IBDR, with a link to that fund's top holdings. The next columns
indicate the amount of IBDR stock held by each of the funds holding IBDR, followed by the IBDR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 315 funds holding IBDR within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding IBDR), click the fund name in the "Holder" column of the funds-holding-IBDR table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 6,876,696 | $164,353 | 12/31/2023 | | IBDR | 6,876,696 | $164,353 | 12/31/2023 | | Shufro Rose & Co. LLC | 3,084,409 | $71,975 | 12/31/2023 | | IBDR | 3,084,409 | $71,975 | 12/31/2023 | | Morgan Stanley | 2,960,981 | $70,767 | 12/31/2023 | | IBDR | 2,960,981 | $70,767 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 2,218,626 | $53,025 | 12/31/2023 | | IBDR | 2,218,626 | $53,025 | 12/31/2023 | | UBS Group AG | 2,084,157 | $49,811 | 12/31/2023 | | IBDR | 2,084,157 | $49,811 | 12/31/2023 | | LPL Financial LLC | 1,751,297 | $41,856 | 12/31/2023 | | IBDR | 1,751,297 | $41,856 | 12/31/2023 | | Capital Advisors Inc. OK | 1,733,737 | $41,436 | 12/31/2023 | | IBDR | 1,733,737 | $41,436 | 12/31/2023 | | GWM Advisors LLC | 1,622,187 | $38,736 | 12/31/2023 | | IBDR | 1,622,187 | $38,736 | 12/31/2023 | | Envestnet Asset Management Inc. | 1,557,132 | $37,215 | 12/31/2023 | | IBDR | 1,557,132 | $37,215 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 1,544,680 | $36,918 | 12/31/2023 | | IBDR | 1,544,680 | $36,918 | 12/31/2023 | | Ameriprise Financial Inc. | 1,410,270 | $33,268 | 12/31/2023 | | IBDR | 1,410,270 | $33,268 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 1,324,997 | $31,601 | 03/31/2024 | | IBDR | 1,324,997 | $31,601 | 03/31/2024 | | Royal Bank of Canada | 1,317,364 | $31,485 | 12/31/2023 | | IBDR | 1,317,364 | $31,485 | 12/31/2023 | | Stifel Financial Corp | 1,186,686 | $28,362 | 12/31/2023 | | IBDR | 1,186,686 | $28,362 | 12/31/2023 | | Wells Fargo & Company MN | 1,135,315 | $27,134 | 12/31/2023 | | IBDR | 1,135,315 | $27,134 | 12/31/2023 | | Klingman & Associates LLC | 999,849 | $23,896 | 12/31/2023 | | IBDR | 999,849 | $23,896 | 12/31/2023 | | Sigma Investment Counselors Inc. | 1,001,495 | $23,886 | 03/31/2024 | | IBDR | 1,001,495 | $23,886 | 03/31/2024 | | HighTower Advisors LLC | 937,846 | $22,412 | 12/31/2023 | | IBDR | 937,846 | $22,412 | 12/31/2023 | | Kathmere Capital Management LLC | 927,909 | $22,131 | 03/31/2024 | | IBDR | 927,909 | $22,131 | 03/31/2024 | | Sound View Wealth Advisors Group LLC | 898,634 | $21,477 | 12/31/2023 | | IBDR | 898,634 | $21,477 | 12/31/2023 | | Granite Bay Wealth Management LLC | 913,500 | $21,448 | 12/31/2023 | | IBDR | 913,500 | $21,448 | 12/31/2023 | | Woodmont Investment Counsel LLC | 896,473 | $21,381 | 03/31/2024 | | IBDR | 896,473 | $21,381 | 03/31/2024 | | Truist Financial Corp | 858,301 | $20,513 | 12/31/2023 | | IBDR | 858,301 | $20,513 | 12/31/2023 | | Summitry LLC | 858,179 | $20,510 | 12/31/2023 | | IBDR | 858,179 | $20,510 | 12/31/2023 | | Confluence Investment Management LLC | 845,491 | $20,165 | 03/31/2024 | | IBDR | 845,491 | $20,165 | 03/31/2024 | | US Bancorp DE | 759,943 | $18,163 | 12/31/2023 | | IBDR | 759,943 | $18,163 | 12/31/2023 | | RVW Wealth LLC | 736,759 | $17,572 | 03/31/2024 | | IBDR | 736,759 | $17,572 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 700,699 | $16,746 | 12/31/2023 | | IBDR | 700,699 | $16,746 | 12/31/2023 | | Capital Investment Advisors LLC | 665,451 | $15,871 | 03/31/2024 | | IBDR | 665,451 | $15,871 | 03/31/2024 | | Raymond James & Associates | 639,548 | $15,253 | 03/31/2024 | | IBDR | 639,548 | $15,253 | 03/31/2024 | | Keeler Thomas Management LLC | 628,383 | $15,018 | 12/31/2023 | | IBDR | 628,383 | $15,018 | 12/31/2023 | | Summit Asset Management LLC | 577,124 | $13,793 | 12/31/2023 | | IBDR | 577,124 | $13,793 | 12/31/2023 | | MV Capital Management Inc. | 569,770 | $13,589 | 03/31/2024 | | IBDR | 569,770 | $13,589 | 03/31/2024 | | Buffington Mohr McNeal | 569,706 | $13,587 | 03/31/2024 | | IBDR | 569,706 | $13,587 | 03/31/2024 | | Commonwealth Equity Services LLC | 537,830 | $12,857 | 12/31/2023 | | IBDR | 537,830 | $12,857 | 12/31/2023 | | Venture Visionary Partners LLC | 537,913 | $12,856 | 12/31/2023 | | IBDR | 537,913 | $12,856 | 12/31/2023 | | Lido Advisors LLC | 532,913 | $12,737 | 12/31/2023 | | IBDR | 532,913 | $12,737 | 12/31/2023 | | Arrow Financial Corp | 522,913 | $12,498 | 12/31/2023 | | IBDR | 522,913 | $12,498 | 12/31/2023 | | HM Payson & Co. | 517,959 | $12,379 | 12/31/2023 | | IBDR | 517,959 | $12,379 | 12/31/2023 | | CWM LLC | 501,161 | $11,953 | 03/31/2024 | | IBDR | 501,161 | $11,953 | 03/31/2024 | | Baltimore Washington Financial Advisors Inc. | 478,189 | $11,429 | 12/31/2023 | | IBDR | 478,189 | $11,429 | 12/31/2023 | | Stratos Wealth Partners LTD. | 440,988 | $10,518 | 03/31/2024 | | IBDR | 440,988 | $10,518 | 03/31/2024 | | Howland Capital Management LLC | 417,237 | $9,972 | 12/31/2023 | | IBDR | 417,237 | $9,972 | 12/31/2023 | | WJ Wealth Management LLC | 416,352 | $9,930 | 03/31/2024 | | IBDR | 416,352 | $9,930 | 03/31/2024 | | CENTRAL TRUST Co | 397,030 | $9,469 | 03/31/2024 | | IBDR | 397,030 | $9,469 | 03/31/2024 | | Global Retirement Partners LLC | 387,194 | $9,235 | 03/31/2024 | | IBDR | 387,194 | $9,235 | 03/31/2024 | | Gateway Advisory LLC | 383,183 | $9,158 | 12/31/2023 | | IBDR | 383,183 | $9,158 | 12/31/2023 | | Windsor Capital Management LLC | 359,636 | $8,577 | 03/31/2024 | | IBDR | 359,636 | $8,577 | 03/31/2024 | | Beacon Pointe Advisors LLC | 358,523 | $8,569 | 12/31/2023 | | IBDR | 358,523 | $8,569 | 12/31/2023 | | Snowden Capital Advisors LLC | 352,955 | $8,436 | 12/31/2023 | | IBDR | 352,955 | $8,436 | 12/31/2023 | | Advisor Group Holdings Inc. | 340,378 | $8,135 | 12/31/2023 | | IBDR | 340,378 | $8,135 | 12/31/2023 | | Glenview Trust Co | 335,623 | $8,021 | 12/31/2023 | | IBDR | 335,623 | $8,021 | 12/31/2023 | | Commonwealth Financial Services LLC | 331,759 | $7,929 | 12/31/2023 | | IBDR | 331,759 | $7,929 | 12/31/2023 | | Hamel Associates Inc. | 315,364 | $7,521 | 03/31/2024 | | IBDR | 315,364 | $7,521 | 03/31/2024 | | Kestra Advisory Services LLC | 311,255 | $7,439 | 12/31/2023 | | IBDR | 311,255 | $7,439 | 12/31/2023 | | PFG Private Wealth Management LLC | 311,839 | $7,437 | 03/31/2024 | | IBDR | 311,839 | $7,437 | 03/31/2024 | | Platte River Wealth Advisors LLC | 297,993 | $7,107 | 03/31/2024 | | IBDR | 297,993 | $7,107 | 03/31/2024 | | Creative Planning | 296,725 | $7,092 | 12/31/2023 | | IBDR | 296,725 | $7,092 | 12/31/2023 | | Atria Wealth Solutions Inc. | 285,192 | $6,816 | 12/31/2023 | | IBDR | 285,192 | $6,816 | 12/31/2023 | | Strid Group LLC | 281,779 | $6,720 | 03/31/2024 | | IBDR | 281,779 | $6,720 | 03/31/2024 | | MCF Advisors LLC | 272,144 | $6,491 | 03/31/2024 | | IBDR | 272,144 | $6,491 | 03/31/2024 | | IFP Advisors Inc | 262,037 | $6,263 | 12/31/2023 | | IBDR | 262,037 | $6,263 | 12/31/2023 | | Fulton Breakefield Broenniman LLC | 261,125 | $6,241 | 12/31/2023 | | IBDR | 261,125 | $6,241 | 12/31/2023 | | Captrust Financial Advisors | 256,913 | $6,140 | 12/31/2023 | | IBDR | 256,913 | $6,140 | 12/31/2023 | | Lyell Wealth Management LP | 252,273 | $6,029 | 12/31/2023 | | IBDR | 252,273 | $6,029 | 12/31/2023 | | Peloton Wealth Strategists | 251,805 | $6,018 | 12/31/2023 | | IBDR | 251,805 | $6,018 | 12/31/2023 | | FinTrust Capital Advisors LLC | 230,419 | $5,507 | 12/31/2023 | | IBDR | 230,419 | $5,507 | 12/31/2023 | | Sandy Spring Bank | 227,690 | $5,442 | 12/31/2023 | | IBDR | 227,690 | $5,442 | 12/31/2023 | | Signature Wealth Management Group | 224,158 | $5,304 | 03/31/2024 | | IBDR | 224,158 | $5,304 | 03/31/2024 | | Allworth Financial LP | 216,019 | $5,152 | 03/31/2024 | | IBDR | 216,019 | $5,152 | 03/31/2024 | | Janney Montgomery Scott LLC | 211,505 | $5,055 | 12/31/2023 | | IBDR | 211,505 | $5,055 | 12/31/2023 | | Renaissance Technologies LLC | 200,200 | $4,785 | 12/31/2023 | | IBDR | 200,200 | $4,785 | 12/31/2023 | | Praetorian Wealth Management Inc. | 197,666 | $4,714 | 03/31/2024 | | IBDR | 197,666 | $4,714 | 03/31/2024 | | Northstar Group Inc. | 194,711 | $4,644 | 03/31/2024 | | IBDR | 194,711 | $4,644 | 03/31/2024 | | Asset Dedication LLC | 185,767 | $4,404 | 03/31/2024 | | IBDR | 185,767 | $4,404 | 03/31/2024 | | Iron Financial LLC | 182,318 | $4,348 | 03/31/2024 | | IBDR | 182,318 | $4,348 | 03/31/2024 | | Ogorek Anthony Joseph NY ADV | 176,211 | $4,211 | 12/31/2023 | | IBDR | 176,211 | $4,211 | 12/31/2023 | | Mariner LLC | 173,799 | $4,154 | 12/31/2023 | | IBDR | 173,799 | $4,154 | 12/31/2023 | | Laurel Wealth Advisors LLC | 172,220 | $4,116 | 12/31/2023 | | IBDR | 172,220 | $4,116 | 12/31/2023 | | Round Rock Advisors LLC | 171,627 | $4,093 | 03/31/2024 | | IBDR | 171,627 | $4,093 | 03/31/2024 | | Houlihan Financial Resource Group Ltd. | 168,143 | $4,019 | 12/31/2023 | | IBDR | 168,143 | $4,019 | 12/31/2023 | | Kesler Norman & Wride LLC | 163,484 | $3,899 | 03/31/2024 | | IBDR | 163,484 | $3,899 | 03/31/2024 | | United Capital Financial Advisers LLC | 162,927 | $3,894 | 12/31/2023 | | IBDR | 162,927 | $3,894 | 12/31/2023 | | Krilogy Financial LLC | 161,865 | $3,860 | 03/31/2024 | | IBDR | 161,865 | $3,860 | 03/31/2024 | | Guidance Point Advisors LLC | 153,439 | $3,667 | 12/31/2023 | | IBDR | 153,439 | $3,667 | 12/31/2023 | | Foundation Wealth Management LLC | 151,756 | $3,627 | 12/31/2023 | | IBDR | 151,756 | $3,627 | 12/31/2023 | | Mesirow Financial Investment Management Inc. | 150,578 | $3,591 | 03/31/2024 | | IBDR | 150,578 | $3,591 | 03/31/2024 | | InterOcean Capital Group LLC | 149,924 | $3,583 | 12/31/2023 | | IBDR | 149,924 | $3,583 | 12/31/2023 | | Leo Wealth LLC | 145,388 | $3,475 | 12/31/2023 | | IBDR | 145,388 | $3,475 | 12/31/2023 | | 4Thought Financial Group Inc. | 143,789 | $3,429 | 03/31/2024 | | IBDR | 143,789 | $3,429 | 03/31/2024 | | Spinnaker Trust | 141,726 | $3,387 | 12/31/2023 | | IBDR | 141,726 | $3,387 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 138,058 | $3,300 | 12/31/2023 | | IBDR | 138,058 | $3,300 | 12/31/2023 | | Michael S. Ryan Inc. | 132,032 | $3,149 | 03/31/2024 | | IBDR | 132,032 | $3,149 | 03/31/2024 | | Garrett Investment Advisors LLC | 129,311 | $3,084 | 03/31/2024 | | IBDR | 129,311 | $3,084 | 03/31/2024 | | Leavell Investment Management Inc. | 129,007 | $3,077 | 03/31/2024 | | IBDR | 129,007 | $3,077 | 03/31/2024 | | Atria Investments LLC | 127,063 | $3,037 | 12/31/2023 | | IBDR | 127,063 | $3,037 | 12/31/2023 | | Virginia Wealth Management Group Inc. | 127,120 | $3,032 | 03/31/2024 | | IBDR | 127,120 | $3,032 | 03/31/2024 | | Evergreen Private Wealth LLC | 123,771 | $2,952 | 03/31/2024 | | IBDR | 123,771 | $2,952 | 03/31/2024 | | Sax Wealth Advisors LLC | 121,889 | $2,913 | 12/31/2023 | | IBDR | 121,889 | $2,913 | 12/31/2023 | | EP Wealth Advisors LLC | 121,249 | $2,898 | 12/31/2023 | | IBDR | 121,249 | $2,898 | 12/31/2023 | | Droms Strauss Advisors Inc. MO ADV | 115,369 | $2,757 | 12/31/2023 | | IBDR | 115,369 | $2,757 | 12/31/2023 | | Wrapmanager Inc. | 112,908 | $2,699 | 12/31/2023 | | IBDR | 112,908 | $2,699 | 12/31/2023 | | Cliftonlarsonallen Wealth Advisors LLC | 112,300 | $2,684 | 12/31/2023 | | IBDR | 112,300 | $2,684 | 12/31/2023 | | Associated Banc Corp | 102,878 | $2,459 | 12/31/2023 | | IBDR | 102,878 | $2,459 | 12/31/2023 | | Precedent Wealth Partners LLC | 102,661 | $2,448 | 03/31/2024 | | IBDR | 102,661 | $2,448 | 03/31/2024 | | Benjamin Edwards Inc. | 102,408 | $2,448 | 12/31/2023 | | IBDR | 102,408 | $2,448 | 12/31/2023 | | Sonata Capital Group Inc. | 99,210 | $2,371 | 12/31/2023 | | IBDR | 99,210 | $2,371 | 12/31/2023 | | LifePlan Financial LLC | 94,860 | $2,267 | 12/31/2023 | | IBDR | 94,860 | $2,267 | 12/31/2023 | | Integrated Wealth Concepts LLC | 93,745 | $2,240 | 12/31/2023 | | IBDR | 93,745 | $2,240 | 12/31/2023 | | JPMorgan Chase & Co. | 93,300 | $2,230 | 12/31/2023 | | IBDR | 93,300 | $2,230 | 12/31/2023 | | Goldman Sachs Group Inc. | 89,611 | $2,142 | 12/31/2023 | | IBDR | 89,611 | $2,142 | 12/31/2023 | | Sowell Financial Services LLC | 88,429 | $2,113 | 12/31/2023 | | IBDR | 88,429 | $2,113 | 12/31/2023 | | Fortis Capital Management LLC | 88,339 | $2,111 | 12/31/2023 | | IBDR | 88,339 | $2,111 | 12/31/2023 | | BKD Wealth Advisors LLC | 87,508 | $2,087 | 03/31/2024 | | IBDR | 87,508 | $2,087 | 03/31/2024 | | MONECO Advisors LLC | 86,258 | $2,057 | 03/31/2024 | | IBDR | 86,258 | $2,057 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 85,422 | $2,037 | 03/31/2024 | | IBDR | 85,422 | $2,037 | 03/31/2024 | | Scissortail Wealth Management LLC | 81,386 | $1,948 | 12/31/2023 | | IBDR | 81,386 | $1,948 | 12/31/2023 | | Hallmark Capital Management Inc. | 80,491 | $1,924 | 12/31/2023 | | IBDR | 80,491 | $1,924 | 12/31/2023 | | Sightline Wealth Advisors LLC | 80,018 | $1,908 | 03/31/2024 | | IBDR | 80,018 | $1,908 | 03/31/2024 | | Parallel Advisors LLC | 79,743 | $1,906 | 12/31/2023 | | IBDR | 79,743 | $1,906 | 12/31/2023 | | Moseley Investment Management Inc. | 79,075 | $1,886 | 03/31/2024 | | IBDR | 79,075 | $1,886 | 03/31/2024 | | Foundry Financial Group Inc. | 77,747 | $1,858 | 12/31/2023 | | IBDR | 77,747 | $1,858 | 12/31/2023 | | Centric Wealth Management | 76,772 | $1,829 | 12/31/2023 | | IBDR | 76,772 | $1,829 | 12/31/2023 | | McGlone Suttner Wealth Management Inc. | 76,638 | $1,828 | 03/31/2024 | | IBDR | 76,638 | $1,828 | 03/31/2024 | | Cary Street Partners Asset Management LLC | 75,875 | $1,813 | 12/31/2023 | | IBDR | 75,875 | $1,813 | 12/31/2023 | | Madden Advisory Services Inc. | 75,310 | $1,800 | 12/31/2023 | | IBDR | 75,310 | $1,800 | 12/31/2023 | | First Fiduciary Investment Counsel Inc. | 74,805 | $1,784 | 03/31/2024 | | IBDR | 74,805 | $1,784 | 03/31/2024 | | Ironwood Financial llc | 72,760 | $1,735 | 03/31/2024 | | IBDR | 72,760 | $1,735 | 03/31/2024 | | Paradigm Strategies in Wealth Management LLC | 72,472 | $1,732 | 12/31/2023 | | IBDR | 72,472 | $1,732 | 12/31/2023 | | Probity Advisors Inc. | 72,026 | $1,721 | 12/31/2023 | | IBDR | 72,026 | $1,721 | 12/31/2023 | | Hilltop Holdings Inc. | 71,909 | $1,719 | 12/31/2023 | | IBDR | 71,909 | $1,719 | 12/31/2023 | | MML Investors Services LLC | 71,788 | $1,716 | 12/31/2023 | | IBDR | 71,788 | $1,716 | 12/31/2023 | | Cornell Pochily Investment Advisors Inc. | 67,741 | $1,616 | 03/31/2024 | | IBDR | 67,741 | $1,616 | 03/31/2024 | | Phillips Financial Management LLC | 67,439 | $1,608 | 03/31/2024 | | IBDR | 67,439 | $1,608 | 03/31/2024 | | Evergreen Wealth Solutions LLC | 64,522 | $1,542 | 12/31/2023 | | IBDR | 64,522 | $1,542 | 12/31/2023 | | First National Trust Co | 64,121 | $1,532 | 12/31/2023 | | IBDR | 64,121 | $1,532 | 12/31/2023 | | AlTi Global Inc. | 63,400 | $1,515 | 12/31/2023 | | IBDR | 63,400 | $1,515 | 12/31/2023 | | Coldstream Capital Management Inc. | 61,481 | $1,469 | 12/31/2023 | | IBDR | 61,481 | $1,469 | 12/31/2023 | | AE Wealth Management LLC | 61,340 | $1,467 | 12/31/2023 | | IBDR | 61,340 | $1,467 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 60,507 | $1,446 | 12/31/2023 | | IBDR | 60,507 | $1,446 | 12/31/2023 | | Segment Wealth Management LLC | 59,641 | $1,422 | 03/31/2024 | | IBDR | 59,641 | $1,422 | 03/31/2024 | | Archford Capital Strategies LLC | 59,390 | $1,416 | 03/31/2024 | | IBDR | 59,390 | $1,416 | 03/31/2024 | | Chesley Taft & Associates LLC | 57,514 | $1,372 | 03/31/2024 | | IBDR | 57,514 | $1,372 | 03/31/2024 | | Stokes Family Office LLC | 56,425 | $1,349 | 12/31/2023 | | IBDR | 56,425 | $1,349 | 12/31/2023 | | Crescent Grove Advisors LLC | 56,382 | $1,348 | 12/31/2023 | | IBDR | 56,382 | $1,348 | 12/31/2023 | | Ritholtz Wealth Management | 56,334 | $1,344 | 03/31/2024 | | IBDR | 56,334 | $1,344 | 03/31/2024 | | Private Advisor Group LLC | 55,764 | $1,333 | 12/31/2023 | | IBDR | 55,764 | $1,333 | 12/31/2023 | | Wick Capital Partners LLC | 55,775 | $1,333 | 12/31/2023 | | IBDR | 55,775 | $1,333 | 12/31/2023 | | Lincoln National Corp | 50,977 | $1,218 | 12/31/2023 | | IBDR | 50,977 | $1,218 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 50,476 | $1,204 | 03/31/2024 | | IBDR | 50,476 | $1,204 | 03/31/2024 | | Cetera Investment Advisers | 48,722 | $1,164 | 12/31/2023 | | IBDR | 48,722 | $1,164 | 12/31/2023 | | Harbor Advisory Corp MA | 47,760 | $1,141 | 12/31/2023 | | IBDR | 47,760 | $1,141 | 12/31/2023 | | Neuberger Berman Group LLC | 47,750 | $1,141 | 12/31/2023 | | IBDR | 47,750 | $1,141 | 12/31/2023 | | Redwood Financial Network Corp | 46,222 | $1,105 | 12/31/2023 | | IBDR | 46,222 | $1,105 | 12/31/2023 | | Austin Private Wealth LLC | 45,518 | $1,082 | 03/31/2024 | | IBDR | 45,518 | $1,082 | 03/31/2024 | | Johnson Bixby & Associates LLC | 43,086 | $1,028 | 03/31/2024 | | IBDR | 43,086 | $1,028 | 03/31/2024 | | Baron Silver Stevens Financial Advisors LLC | 41,915 | $1,002 | 12/31/2023 | | IBDR | 41,915 | $1,002 | 12/31/2023 | | Citadel Advisors LLC | 41,053 | $981 | 12/31/2023 | | IBDR | 41,053 | $981 | 12/31/2023 | | Cetera Advisors LLC | 40,988 | $980 | 12/31/2023 | | IBDR | 40,988 | $980 | 12/31/2023 | | Nwam LLC | 40,987 | $980 | 12/31/2023 | | IBDR | 40,987 | $980 | 12/31/2023 | | 4J Wealth Management LLC | 39,554 | $943 | 03/31/2024 | | IBDR | 39,554 | $943 | 03/31/2024 | | Meitav Dash Investments Ltd. | 39,459 | $942 | 12/31/2023 | | IBDR | 39,459 | $942 | 12/31/2023 | | Regions Financial Corp | 38,754 | $924 | 03/31/2024 | | IBDR | 38,754 | $924 | 03/31/2024 | | Blue Square Asset Management LLC | 38,108 | $911 | 12/31/2023 | | IBDR | 38,108 | $911 | 12/31/2023 | | Matthew Goff Investment Advisor LLC | 37,472 | $894 | 03/31/2024 | | IBDR | 37,472 | $894 | 03/31/2024 | | Thrivent Financial for Lutherans | 37,328 | $892 | 12/31/2023 | | IBDR | 37,328 | $892 | 12/31/2023 | | Element Wealth LLC | 37,233 | $890 | 12/31/2023 | | IBDR | 37,233 | $890 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 37,122 | $887 | 12/31/2023 | | IBDR | 37,122 | $887 | 12/31/2023 | | Crew Capital Management Ltd. | 36,284 | $867 | 12/31/2023 | | IBDR | 36,284 | $867 | 12/31/2023 | | Mendota Financial Group LLC | 36,190 | $863 | 03/31/2024 | | IBDR | 36,190 | $863 | 03/31/2024 | | Exchange Capital Management Inc. | 35,878 | $856 | 03/31/2024 | | IBDR | 35,878 | $856 | 03/31/2024 | | Tlwm | 35,687 | $851 | 03/31/2024 | | IBDR | 35,687 | $851 | 03/31/2024 | | Horan Securities Inc. | 35,375 | $845 | 12/31/2023 | | IBDR | 35,375 | $845 | 12/31/2023 | | Smith Moore & CO. | 35,077 | $838 | 12/31/2023 | | IBDR | 35,077 | $838 | 12/31/2023 | | Timber Creek Capital Management LLC | 35,081 | $837 | 03/31/2024 | | IBDR | 35,081 | $837 | 03/31/2024 | | Stonebrook Private Inc. | 33,817 | $808 | 12/31/2023 | | IBDR | 33,817 | $808 | 12/31/2023 | | PFG Investments LLC | 33,320 | $795 | 03/31/2024 | | IBDR | 33,320 | $795 | 03/31/2024 | | Conrad Siegel Investment Advisors Inc. | 32,360 | $772 | 03/31/2024 | | IBDR | 32,360 | $772 | 03/31/2024 | | Comerica Bank | 32,009 | $765 | 12/31/2023 | | IBDR | 32,009 | $765 | 12/31/2023 | | NovaPoint Capital LLC | 31,820 | $759 | 03/31/2024 | | IBDR | 31,820 | $759 | 03/31/2024 | | Harris Associates L P | 31,655 | $757 | 12/31/2023 | | IBDR | 31,655 | $757 | 12/31/2023 | | Consolidated Portfolio Review Corp | 31,685 | $757 | 12/31/2023 | | IBDR | 31,685 | $757 | 12/31/2023 | | SageView Advisory Group LLC | 31,574 | $755 | 12/31/2023 | | IBDR | 31,574 | $755 | 12/31/2023 | | First Interstate Bank | 30,673 | $733 | 12/31/2023 | | IBDR | 30,673 | $733 | 12/31/2023 | | Harbor Investment Advisory LLC | 30,504 | $728 | 03/31/2024 | | IBDR | 30,504 | $728 | 03/31/2024 | | Miracle Mile Advisors LLC | 29,659 | $707 | 03/31/2024 | | IBDR | 29,659 | $707 | 03/31/2024 | | Day & Ennis LLC | 29,469 | $704 | 12/31/2023 | | IBDR | 29,469 | $704 | 12/31/2023 | | Robinson Smith Wealth Advisors LLC | 29,122 | $695 | 03/31/2024 | | IBDR | 29,122 | $695 | 03/31/2024 | | Stockman Wealth Management Inc. | 28,947 | $690 | 03/31/2024 | | IBDR | 28,947 | $690 | 03/31/2024 | | Rockefeller Capital Management L.P. | 28,276 | $676 | 12/31/2023 | | IBDR | 28,276 | $676 | 12/31/2023 | | Granite Harbor Advisors Inc. | 27,687 | $662 | 12/31/2023 | | IBDR | 27,687 | $662 | 12/31/2023 | | Safeguard Financial LLC | 26,989 | $644 | 03/31/2024 | | IBDR | 26,989 | $644 | 03/31/2024 | | Beacon Financial Group | 26,366 | $630 | 12/31/2023 | | IBDR | 26,366 | $630 | 12/31/2023 | | Reliant Wealth Planning | 26,228 | $627 | 12/31/2023 | | IBDR | 26,228 | $627 | 12/31/2023 | | Dorsey & Whitney Trust CO LLC | 26,000 | $621 | 12/31/2023 | | IBDR | 26,000 | $621 | 12/31/2023 | | Kestra Private Wealth Services LLC | 25,929 | $620 | 12/31/2023 | | IBDR | 25,929 | $620 | 12/31/2023 | | Gould Asset Management LLC CA | 25,650 | $613 | 12/31/2023 | | IBDR | 25,650 | $613 | 12/31/2023 | | Atwater Malick LLC | 24,509 | $585 | 03/31/2024 | | IBDR | 24,509 | $585 | 03/31/2024 | | Cornerstone Wealth Management LLC | 24,209 | $577 | 03/31/2024 | | IBDR | 24,209 | $577 | 03/31/2024 | | Mutual Advisors LLC | 22,546 | $539 | 12/31/2023 | | IBDR | 22,546 | $539 | 12/31/2023 | | Thoroughbred Financial Services LLC | 22,499 | $537 | 12/31/2023 | | IBDR | 22,499 | $537 | 12/31/2023 | | Autumn Glory Partners LLC | 22,368 | $535 | 12/31/2023 | | IBDR | 22,368 | $535 | 12/31/2023 | | GAMMA Investing LLC | 22,390 | $534 | 03/31/2024 | | IBDR | 22,390 | $534 | 03/31/2024 | | Creekmur Asset Management LLC | 22,097 | $528 | 12/31/2023 | | IBDR | 22,097 | $528 | 12/31/2023 | | CFS Investment Advisory Services LLC | 21,849 | $522 | 12/31/2023 | | IBDR | 21,849 | $522 | 12/31/2023 | | Barrett & Company Inc. | 21,830 | $521 | 03/31/2024 | | IBDR | 21,830 | $521 | 03/31/2024 | | Steele Capital Management Inc. | 20,990 | $501 | 03/31/2024 | | IBDR | 20,990 | $501 | 03/31/2024 | | Spectrum Wealth Counsel LLC | 20,944 | $501 | 12/31/2023 | | IBDR | 20,944 | $501 | 12/31/2023 | | Wealthsource Partners LLC | 20,755 | $496 | 12/31/2023 | | IBDR | 20,755 | $496 | 12/31/2023 | | Monticello Wealth Management LLC | 20,679 | $493 | 03/31/2024 | | IBDR | 20,679 | $493 | 03/31/2024 | | Robertson Stephens Wealth Management LLC | 20,548 | $491 | 12/31/2023 | | IBDR | 20,548 | $491 | 12/31/2023 | | Dearborn Partners LLC | 20,522 | $490 | 12/31/2023 | | IBDR | 20,522 | $490 | 12/31/2023 | | BCS Wealth Management | 20,102 | $479 | 03/31/2024 | | IBDR | 20,102 | $479 | 03/31/2024 | | Lee Financial Co | 19,330 | $462 | 12/31/2023 | | IBDR | 19,330 | $462 | 12/31/2023 | | Honkamp Krueger Financial Services Inc. | 19,031 | $455 | 12/31/2023 | | IBDR | 19,031 | $455 | 12/31/2023 | | Barclays PLC | 18,632 | $445 | 12/31/2023 | | IBDR | 18,632 | $445 | 12/31/2023 | | Savant Capital LLC | 18,118 | $433 | 12/31/2023 | | IBDR | 18,118 | $433 | 12/31/2023 | | Pacitti Group Inc. | 17,813 | $426 | 12/31/2023 | | IBDR | 17,813 | $426 | 12/31/2023 | | Newman Dignan & Sheerar Inc. | 17,662 | $422 | 12/31/2023 | | IBDR | 17,662 | $422 | 12/31/2023 | | Willis Johnson & Associates Inc. | 17,140 | $409 | 03/31/2024 | | IBDR | 17,140 | $409 | 03/31/2024 | | Delap Wealth Advisory LLC | 17,084 | $408 | 12/31/2023 | | IBDR | 17,084 | $408 | 12/31/2023 | | Weaver Consulting Group | 16,922 | $404 | 03/31/2024 | | IBDR | 16,922 | $404 | 03/31/2024 | | Montecito Bank & Trust | 16,751 | $400 | 03/31/2024 | | IBDR | 16,751 | $400 | 03/31/2024 | | Murphy Middleton Hinkle & Parker Inc. | 16,555 | $395 | 03/31/2024 | | IBDR | 16,555 | $395 | 03/31/2024 | | Brookstone Capital Management | 16,354 | $390 | 03/31/2024 | | IBDR | 16,354 | $390 | 03/31/2024 | | Schmidt P J Investment Management Inc. | 15,766 | $377 | 12/31/2023 | | IBDR | 15,766 | $377 | 12/31/2023 | | We Are One Seven LLC | 15,748 | $376 | 12/31/2023 | | IBDR | 15,748 | $376 | 12/31/2023 | | Maryland Capital Advisors Inc. | 15,628 | $373 | 03/31/2024 | | IBDR | 15,628 | $373 | 03/31/2024 | | PSI Advisors LLC | 15,610 | $372 | 03/31/2024 | | IBDR | 15,610 | $372 | 03/31/2024 | | Prosperity Planning Inc. | 15,611 | $372 | 03/31/2024 | | IBDR | 15,611 | $372 | 03/31/2024 | | MKT Advisors LLC | 15,486 | $366 | 03/31/2024 | | IBDR | 15,486 | $366 | 03/31/2024 | | New England Private Wealth Advisors LLC | 15,300 | $366 | 12/31/2023 | | IBDR | 15,300 | $366 | 12/31/2023 | | Duncker Streett & Co. Inc. | 15,186 | $362 | 03/31/2024 | | IBDR | 15,186 | $362 | 03/31/2024 | | Cetera Advisor Networks LLC | 15,068 | $360 | 12/31/2023 | | IBDR | 15,068 | $360 | 12/31/2023 | | Straight Path Wealth Management | 15,048 | $360 | 12/31/2023 | | IBDR | 15,048 | $360 | 12/31/2023 | | Colony Group LLC | 14,977 | $358 | 12/31/2023 | | IBDR | 14,977 | $358 | 12/31/2023 | | Raymond James Trust N.A. | 14,958 | $357 | 03/31/2024 | | IBDR | 14,958 | $357 | 03/31/2024 | | Horizons Wealth Management | 14,666 | $351 | 03/31/2024 | | IBDR | 14,666 | $351 | 03/31/2024 | | Godshalk Welsh Capital Management Inc. | 14,500 | $347 | 12/31/2023 | | IBDR | 14,500 | $347 | 12/31/2023 | | Avantax Advisory Services Inc. | 14,368 | $343 | 12/31/2023 | | IBDR | 14,368 | $343 | 12/31/2023 | | Roble Belko & Company Inc | 14,121 | $337 | 03/31/2024 | | IBDR | 14,121 | $337 | 03/31/2024 | | UP Strategic Wealth Investment Advisors LLC | 14,054 | $336 | 12/31/2023 | | IBDR | 14,054 | $336 | 12/31/2023 | | Kades & Cheifetz LLC | 14,004 | $335 | 12/31/2023 | | IBDR | 14,004 | $335 | 12/31/2023 | | Yoder Wealth Management Inc. | 13,800 | $329 | 03/31/2024 | | IBDR | 13,800 | $329 | 03/31/2024 | | Baird Financial Group Inc. | 13,682 | $327 | 12/31/2023 | | IBDR | 13,682 | $327 | 12/31/2023 | | Sunbelt Securities Inc. | 13,142 | $313 | 03/31/2024 | | IBDR | 13,142 | $313 | 03/31/2024 | | Perigon Wealth Management LLC | 12,748 | $305 | 12/31/2023 | | IBDR | 12,748 | $305 | 12/31/2023 | | Cooper Haims Advisors LLC | 12,706 | $304 | 12/31/2023 | | IBDR | 12,706 | $304 | 12/31/2023 | | American Money Management LLC | 12,695 | $303 | 12/31/2023 | | IBDR | 12,695 | $303 | 12/31/2023 | | Bank of New York Mellon Corp | 11,963 | $286 | 12/31/2023 | | IBDR | 11,963 | $286 | 12/31/2023 | | Adirondack Trust Co. | 11,892 | $283 | 03/31/2024 | | IBDR | 11,892 | $283 | 03/31/2024 | | Klaas Financial Asset Advisors LLC | 11,557 | $276 | 03/31/2024 | | IBDR | 11,557 | $276 | 03/31/2024 | | Valmark Advisers Inc. | 11,396 | $272 | 12/31/2023 | | IBDR | 11,396 | $272 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 11,399 | $272 | 12/31/2023 | | IBDR | 11,399 | $272 | 12/31/2023 | | Principal Securities Inc. | 11,345 | $271 | 12/31/2023 | | IBDR | 11,345 | $271 | 12/31/2023 | | Anchor Capital Advisors LLC | 11,225 | $268 | 12/31/2023 | | IBDR | 11,225 | $268 | 12/31/2023 | | International Assets Investment Management LLC | 11,225 | $266 | 03/31/2024 | | IBDR | 11,225 | $266 | 03/31/2024 | | Cypress Wealth Services LLC | 10,923 | $261 | 03/31/2024 | | IBDR | 10,923 | $261 | 03/31/2024 | | Highland Financial Advisors LLC | 10,575 | $253 | 12/31/2023 | | IBDR | 10,575 | $253 | 12/31/2023 | | Patriot Investment Management Inc. | 10,494 | $250 | 03/31/2024 | | IBDR | 10,494 | $250 | 03/31/2024 | | Treynor Bancshares Inc. | 10,458 | $250 | 12/31/2023 | | IBDR | 10,458 | $250 | 12/31/2023 | | Adroit Compliance LLC | 10,033 | $240 | 12/31/2023 | | IBDR | 10,033 | $240 | 12/31/2023 | | Transform Wealth LLC | 9,970 | $238 | 03/31/2024 | | IBDR | 9,970 | $238 | 03/31/2024 | | Bank of New Hampshire | 9,755 | $233 | 03/31/2024 | | IBDR | 9,755 | $233 | 03/31/2024 | | Gradient Capital Advisors LLC | 9,608 | $229 | 03/31/2024 | | IBDR | 9,608 | $229 | 03/31/2024 | | Householder Group Estate & Retirement Specialist LLC | 9,536 | $227 | 12/31/2023 | | IBDR | 9,536 | $227 | 12/31/2023 | | Wells Financial Advisors INC | 9,160 | $219 | 12/31/2023 | | IBDR | 9,160 | $219 | 12/31/2023 | | Valley National Advisers Inc. | 9,173 | $218 | 03/31/2024 | | IBDR | 9,173 | $218 | 03/31/2024 | | REDW Wealth LLC | 9,142 | $218 | 12/31/2023 | | IBDR | 9,142 | $218 | 12/31/2023 | | Comprehensive Financial Consultants Institutional Inc. | 8,952 | $214 | 12/31/2023 | | IBDR | 8,952 | $214 | 12/31/2023 | | Koshinski Asset Management Inc. | 8,528 | $204 | 12/31/2023 | | IBDR | 8,528 | $204 | 12/31/2023 | | Black Swift Group LLC | 8,400 | $201 | 12/31/2023 | | IBDR | 8,400 | $201 | 12/31/2023 | | Godsey & Gibb Associates | 7,965 | $190 | 03/31/2024 | | IBDR | 7,965 | $190 | 03/31/2024 | | Arcadia Investment Management Corp MI | 7,500 | $179 | 03/31/2024 | | IBDR | 7,500 | $179 | 03/31/2024 | | Stone House Investment Management LLC | 6,541 | $156 | 12/31/2023 | | IBDR | 6,541 | $156 | 12/31/2023 | | Addison Advisors LLC | 6,260 | $150 | 12/31/2023 | | IBDR | 6,260 | $150 | 12/31/2023 | | Bogart Wealth LLC | 5,572 | $133 | 03/31/2024 | | IBDR | 5,572 | $133 | 03/31/2024 | | Advisory Services Network LLC | 5,236 | $125 | 12/31/2023 | | IBDR | 5,236 | $125 | 12/31/2023 | | Koesten Hirschmann & Crabtree INC. | 5,110 | $122 | 12/31/2023 | | IBDR | 5,110 | $122 | 12/31/2023 | | Private Trust Co. NA | 4,868 | $116 | 03/31/2024 | | IBDR | 4,868 | $116 | 03/31/2024 | | Armstrong Advisory Group Inc. | 4,105 | $98 | 03/31/2024 | | IBDR | 4,105 | $98 | 03/31/2024 | | Harbour Investments Inc. | 3,983 | $95 | 12/31/2023 | | IBDR | 3,983 | $95 | 12/31/2023 | | HHM Wealth Advisors LLC | 3,775 | $90 | 12/31/2023 | | IBDR | 3,775 | $90 | 12/31/2023 | | Pinnacle Bank | 3,425 | $82 | 03/31/2024 | | IBDR | 3,425 | $82 | 03/31/2024 | | Trust Co | 3,144 | $75 | 03/31/2024 | | IBDR | 3,144 | $75 | 03/31/2024 | | Bank of Montreal Can | 3,059 | $72 | 12/31/2023 | | IBDR | 3,059 | $72 | 12/31/2023 | | First Horizon Advisors Inc. | 2,960 | $71 | 12/31/2023 | | IBDR | 2,960 | $71 | 12/31/2023 | | Sachetta LLC | 2,700 | $65 | 12/31/2023 | | IBDR | 2,700 | $65 | 12/31/2023 | | CVA Family Office LLC | 2,520 | $60 | 03/31/2024 | | IBDR | 2,520 | $60 | 03/31/2024 | | AlphaCore Capital LLC | 2,500 | $60 | 12/31/2023 | | IBDR | 2,500 | $60 | 12/31/2023 | | Princeton Global Asset Management LLC | 2,406 | $58 | 12/31/2023 | | IBDR | 2,406 | $58 | 12/31/2023 | | Fifth Third Bancorp | 2,164 | $52 | 03/31/2024 | | IBDR | 2,164 | $52 | 03/31/2024 | | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,000 | $47 | 03/31/2024 | | IBDR | 2,000 | $47 | 03/31/2024 | | Stephens Consulting LLC | 1,631 | $39 | 03/31/2024 | | IBDR | 1,631 | $39 | 03/31/2024 | | Spire Wealth Management | 1,400 | $33 | 03/31/2024 | | IBDR | 1,400 | $33 | 03/31/2024 | | Robbins Farley LLC | 1,312 | $31 | 03/31/2024 | | IBDR | 1,312 | $31 | 03/31/2024 | | Morris Financial Concepts Inc. | 1,086 | $26 | 03/31/2024 | | IBDR | 1,086 | $26 | 03/31/2024 | | Ancora Advisors LLC | 1,050 | $25 | 12/31/2023 | | IBDR | 1,050 | $25 | 12/31/2023 | | Grove Bank & Trust | 850 | $20 | 12/31/2023 | | IBDR | 850 | $20 | 12/31/2023 | | Archer Investment Corp | 809 | $19 | 12/31/2023 | | IBDR | 809 | $19 | 12/31/2023 | | Strategic Wealth Partners Group LLC | 759 | $18 | 12/31/2023 | | IBDR | 759 | $18 | 12/31/2023 | | FMR LLC | 567 | $14 | 12/31/2023 | | IBDR | 567 | $14 | 12/31/2023 | | Capital Analysts LLC | 485 | $12 | 12/31/2023 | | IBDR | 485 | $12 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 500 | $12 | 12/31/2023 | | IBDR | 500 | $12 | 12/31/2023 | | The PNC Financial Services Group Inc. | 470 | $11 | 12/31/2023 | | IBDR | 470 | $11 | 12/31/2023 | | Legacy Bridge LLC | 425 | $10 | 03/31/2024 | | IBDR | 425 | $10 | 03/31/2024 | | Bartlett & Co. LLC | 402 | $10 | 12/31/2023 | | IBDR | 402 | $10 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 402 | $10 | 12/31/2023 | | IBDR | 402 | $10 | 12/31/2023 | | Peoples Bank KS | 300 | $7 | 03/31/2024 | | IBDR | 300 | $7 | 03/31/2024 | | BOK Financial Private Wealth Inc. | 297 | $7 | 12/31/2023 | | IBDR | 297 | $7 | 12/31/2023 | | Penserra Capital Management LLC | 311 | $7 | 12/31/2023 | | IBDR | 311 | $7 | 12/31/2023 | | BlackRock Inc. | 140 | $3 | 12/31/2023 | | IBDR | 140 | $3 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 126 | $3 | 12/31/2023 | | IBDR | 126 | $3 | 12/31/2023 | | Huntington National Bank | 1 | $0 | 12/31/2023 | | IBDR | 1 | $0 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | IBDR | 0 | $0 | 12/31/2023 | | Citigroup Inc. | 8 | $0 | 12/31/2023 | | IBDR | 8 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBDR
See Details: Top 10 Hedge Funds Holding IBDR
Also See: IBDR Holdings Changes
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