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On this page, we present all of the funds holding IBHF from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IBHF, with a link to that fund's top holdings. The next columns
indicate the amount of IBHF stock held by each of the funds holding IBHF, followed by the IBHF position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 68 funds holding IBHF within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Cambridge Investment Research Advisors Inc.. For more details on the positions held by Cambridge Investment Research Advisors Inc.
(or by any of the other funds holding IBHF), click the fund name in the "Holder" column of the funds-holding-IBHF table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Cambridge Investment Research Advisors Inc. | 1,151,573 | $26,555 | 03/31/2024 | IBHF | 1,151,573 | $26,555 | 03/31/2024 | Bank of America Corp DE | 1,016,778 | $23,305 | 12/31/2023 | IBHF | 1,016,778 | $23,305 | 12/31/2023 | Ashton Thomas Private Wealth LLC | 684,730 | $15,790 | 03/31/2024 | IBHF | 684,730 | $15,790 | 03/31/2024 | HighTower Advisors LLC | 575,216 | $13,174 | 12/31/2023 | IBHF | 575,216 | $13,174 | 12/31/2023 | Ruggaard & Associates LLC | 547,504 | $12,549 | 12/31/2023 | IBHF | 547,504 | $12,549 | 12/31/2023 | GWM Advisors LLC | 515,910 | $11,830 | 12/31/2023 | IBHF | 515,910 | $11,830 | 12/31/2023 | Commonwealth Financial Services LLC | 425,431 | $9,751 | 12/31/2023 | IBHF | 425,431 | $9,751 | 12/31/2023 | Baltimore Washington Financial Advisors Inc. | 421,916 | $9,670 | 12/31/2023 | IBHF | 421,916 | $9,670 | 12/31/2023 | Morgan Stanley | 416,617 | $9,549 | 12/31/2023 | IBHF | 416,617 | $9,549 | 12/31/2023 | PFG Private Wealth Management LLC | 254,969 | $5,880 | 03/31/2024 | IBHF | 254,969 | $5,880 | 03/31/2024 | Wells Fargo & Company MN | 247,081 | $5,663 | 12/31/2023 | IBHF | 247,081 | $5,663 | 12/31/2023 | FF Advisors LLC | 172,203 | $3,971 | 03/31/2024 | IBHF | 172,203 | $3,971 | 03/31/2024 | LPL Financial LLC | 157,888 | $3,619 | 12/31/2023 | IBHF | 157,888 | $3,619 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 135,303 | $3,101 | 12/31/2023 | IBHF | 135,303 | $3,101 | 12/31/2023 | Royal Bank of Canada | 126,242 | $2,893 | 12/31/2023 | IBHF | 126,242 | $2,893 | 12/31/2023 | Scissortail Wealth Management LLC | 121,728 | $2,806 | 12/31/2023 | IBHF | 121,728 | $2,806 | 12/31/2023 | Lido Advisors LLC | 121,430 | $2,783 | 12/31/2023 | IBHF | 121,430 | $2,783 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 112,787 | $2,601 | 03/31/2024 | IBHF | 112,787 | $2,601 | 03/31/2024 | Robertson Stephens Wealth Management LLC | 110,320 | $2,529 | 12/31/2023 | IBHF | 110,320 | $2,529 | 12/31/2023 | Commonwealth Equity Services LLC | 109,837 | $2,517 | 12/31/2023 | IBHF | 109,837 | $2,517 | 12/31/2023 | Lbmc Investment Advisors LLC | 105,130 | $2,424 | 03/31/2024 | IBHF | 105,130 | $2,424 | 03/31/2024 | Jane Street Group LLC | 98,354 | $2,254 | 12/31/2023 | IBHF | 98,354 | $2,254 | 12/31/2023 | Absolute Capital Management LLC | 95,607 | $2,191 | 12/31/2023 | IBHF | 95,607 | $2,191 | 12/31/2023 | Private Client Services LLC | 77,591 | $1,778 | 12/31/2023 | IBHF | 77,591 | $1,778 | 12/31/2023 | AE Wealth Management LLC | 76,668 | $1,763 | 12/31/2023 | IBHF | 76,668 | $1,763 | 12/31/2023 | Mid American Wealth Advisory Group Inc. | 72,554 | $1,673 | 03/31/2024 | IBHF | 72,554 | $1,673 | 03/31/2024 | Granite Bay Wealth Management LLC | 74,000 | $1,666 | 12/31/2023 | IBHF | 74,000 | $1,666 | 12/31/2023 | Thoroughbred Financial Services LLC | 63,944 | $1,465 | 12/31/2023 | IBHF | 63,944 | $1,465 | 12/31/2023 | IFP Advisors Inc | 60,520 | $1,387 | 12/31/2023 | IBHF | 60,520 | $1,387 | 12/31/2023 | Straight Path Wealth Management | 52,338 | $1,200 | 12/31/2023 | IBHF | 52,338 | $1,200 | 12/31/2023 | Beacon Pointe Advisors LLC | 37,903 | $869 | 12/31/2023 | IBHF | 37,903 | $869 | 12/31/2023 | Ironwood Financial llc | 31,871 | $735 | 03/31/2024 | IBHF | 31,871 | $735 | 03/31/2024 | Wrapmanager Inc. | 28,122 | $645 | 12/31/2023 | IBHF | 28,122 | $645 | 12/31/2023 | Snowden Capital Advisors LLC | 27,344 | $627 | 12/31/2023 | IBHF | 27,344 | $627 | 12/31/2023 | Integrated Wealth Concepts LLC | 25,747 | $590 | 12/31/2023 | IBHF | 25,747 | $590 | 12/31/2023 | Phillips Financial Management LLC | 25,436 | $587 | 03/31/2024 | IBHF | 25,436 | $587 | 03/31/2024 | Raymond James & Associates | 24,382 | $562 | 03/31/2024 | IBHF | 24,382 | $562 | 03/31/2024 | Advisor Group Holdings Inc. | 24,076 | $552 | 12/31/2023 | IBHF | 24,076 | $552 | 12/31/2023 | GAMMA Investing LLC | 23,848 | $550 | 03/31/2024 | IBHF | 23,848 | $550 | 03/31/2024 | Sightline Wealth Advisors LLC | 22,677 | $523 | 03/31/2024 | IBHF | 22,677 | $523 | 03/31/2024 | Cetera Advisors LLC | 20,442 | $469 | 12/31/2023 | IBHF | 20,442 | $469 | 12/31/2023 | OLD Mission Capital LLC | 18,646 | $427 | 12/31/2023 | IBHF | 18,646 | $427 | 12/31/2023 | PFG Investments LLC | 14,882 | $343 | 03/31/2024 | IBHF | 14,882 | $343 | 03/31/2024 | Consolidated Portfolio Review Corp | 14,006 | $321 | 12/31/2023 | IBHF | 14,006 | $321 | 12/31/2023 | Adroit Compliance LLC | 13,728 | $315 | 12/31/2023 | IBHF | 13,728 | $315 | 12/31/2023 | Sunbelt Securities Inc. | 13,202 | $304 | 03/31/2024 | IBHF | 13,202 | $304 | 03/31/2024 | Klaas Financial Asset Advisors LLC | 13,035 | $301 | 03/31/2024 | IBHF | 13,035 | $301 | 03/31/2024 | Austin Private Wealth LLC | 12,650 | $289 | 03/31/2024 | IBHF | 12,650 | $289 | 03/31/2024 | Windsor Capital Management LLC | 10,897 | $251 | 03/31/2024 | IBHF | 10,897 | $251 | 03/31/2024 | Quad Cities Investment Group LLC | 10,694 | $247 | 03/31/2024 | IBHF | 10,694 | $247 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 10,502 | $242 | 03/31/2024 | IBHF | 10,502 | $242 | 03/31/2024 | Kestra Private Wealth Services LLC | 10,408 | $239 | 12/31/2023 | IBHF | 10,408 | $239 | 12/31/2023 | UBS Group AG | 10,299 | $236 | 12/31/2023 | IBHF | 10,299 | $236 | 12/31/2023 | Wealthsource Partners LLC | 10,020 | $230 | 12/31/2023 | IBHF | 10,020 | $230 | 12/31/2023 | Cetera Investment Advisers | 9,689 | $222 | 12/31/2023 | IBHF | 9,689 | $222 | 12/31/2023 | BSW Wealth Partners | 8,749 | $202 | 03/31/2024 | IBHF | 8,749 | $202 | 03/31/2024 | Stone House Investment Management LLC | 6,833 | $157 | 12/31/2023 | IBHF | 6,833 | $157 | 12/31/2023 | CWM LLC | 5,870 | $135 | 03/31/2024 | IBHF | 5,870 | $135 | 03/31/2024 | Evermay Wealth Management LLC | 5,000 | $115 | 12/31/2023 | IBHF | 5,000 | $115 | 12/31/2023 | Global Retirement Partners LLC | 3,852 | $89 | 03/31/2024 | IBHF | 3,852 | $89 | 03/31/2024 | Principal Securities Inc. | 2,774 | $64 | 12/31/2023 | IBHF | 2,774 | $64 | 12/31/2023 | Valley National Advisers Inc. | 1,144 | $26 | 03/31/2024 | IBHF | 1,144 | $26 | 03/31/2024 | Parallel Advisors LLC | 1,100 | $25 | 12/31/2023 | IBHF | 1,100 | $25 | 12/31/2023 | PSI Advisors LLC | 890 | $21 | 03/31/2024 | IBHF | 890 | $21 | 03/31/2024 | Comerica Bank | 929 | $21 | 12/31/2023 | IBHF | 929 | $21 | 12/31/2023 | Cherry Tree Wealth Management LLC | 447 | $10 | 12/31/2023 | IBHF | 447 | $10 | 12/31/2023 | Bradley & Co. Private Wealth Management LLC | 300 | $7 | 12/31/2023 | IBHF | 300 | $7 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 1 | $0 | 03/31/2024 | IBHF | 1 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | IBHF | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBHF
See Details: Top 10 Hedge Funds Holding IBHF
Also See: IBHF Holdings Changes
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