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On this page, we present all of the funds holding IBHG from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IBHG, with a link to that fund's top holdings. The next columns
indicate the amount of IBHG stock held by each of the funds holding IBHG, followed by the IBHG position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 37 funds holding IBHG within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC
(or by any of the other funds holding IBHG), click the fund name in the "Holder" column of the funds-holding-IBHG table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Commonwealth Equity Services LLC | 431,928 | $9,593 | 12/31/2023 | | IBHG | 431,928 | $9,593 | 12/31/2023 | | Commonwealth Financial Services LLC | 291,412 | $6,472 | 12/31/2023 | | IBHG | 291,412 | $6,472 | 12/31/2023 | | Lbmc Investment Advisors LLC | 109,154 | $2,430 | 03/31/2024 | | IBHG | 109,154 | $2,430 | 03/31/2024 | | Bank of America Corp DE | 107,506 | $2,388 | 12/31/2023 | | IBHG | 107,506 | $2,388 | 12/31/2023 | | GWM Advisors LLC | 82,534 | $1,839 | 12/31/2023 | | IBHG | 82,534 | $1,839 | 12/31/2023 | | Flow Traders U.S. LLC | 72,137 | $1,602 | 12/31/2023 | | IBHG | 72,137 | $1,602 | 12/31/2023 | | Robertson Stephens Wealth Management LLC | 68,441 | $1,520 | 12/31/2023 | | IBHG | 68,441 | $1,520 | 12/31/2023 | | Straight Path Wealth Management | 49,870 | $1,108 | 12/31/2023 | | IBHG | 49,870 | $1,108 | 12/31/2023 | | IFP Advisors Inc | 49,120 | $1,091 | 12/31/2023 | | IBHG | 49,120 | $1,091 | 12/31/2023 | | Thoroughbred Financial Services LLC | 46,032 | $1,022 | 12/31/2023 | | IBHG | 46,032 | $1,022 | 12/31/2023 | | Morgan Stanley | 42,543 | $945 | 12/31/2023 | | IBHG | 42,543 | $945 | 12/31/2023 | | Lido Advisors LLC | 42,338 | $940 | 12/31/2023 | | IBHG | 42,338 | $940 | 12/31/2023 | | Raymond James & Associates | 36,200 | $806 | 03/31/2024 | | IBHG | 36,200 | $806 | 03/31/2024 | | Wrapmanager Inc. | 27,932 | $620 | 12/31/2023 | | IBHG | 27,932 | $620 | 12/31/2023 | | GAMMA Investing LLC | 24,793 | $552 | 03/31/2024 | | IBHG | 24,793 | $552 | 03/31/2024 | | Royal Bank of Canada | 24,360 | $542 | 12/31/2023 | | IBHG | 24,360 | $542 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 24,169 | $538 | 03/31/2024 | | IBHG | 24,169 | $538 | 03/31/2024 | | Integrated Wealth Concepts LLC | 23,850 | $530 | 12/31/2023 | | IBHG | 23,850 | $530 | 12/31/2023 | | Ironwood Financial llc | 23,584 | $525 | 03/31/2024 | | IBHG | 23,584 | $525 | 03/31/2024 | | LPL Financial LLC | 21,366 | $475 | 12/31/2023 | | IBHG | 21,366 | $475 | 12/31/2023 | | Advisor Group Holdings Inc. | 18,399 | $409 | 12/31/2023 | | IBHG | 18,399 | $409 | 12/31/2023 | | Cetera Advisors LLC | 17,120 | $380 | 12/31/2023 | | IBHG | 17,120 | $380 | 12/31/2023 | | Wells Fargo & Company MN | 16,866 | $375 | 12/31/2023 | | IBHG | 16,866 | $375 | 12/31/2023 | | Sightline Wealth Advisors LLC | 15,163 | $338 | 03/31/2024 | | IBHG | 15,163 | $338 | 03/31/2024 | | Global Retirement Partners LLC | 14,581 | $325 | 03/31/2024 | | IBHG | 14,581 | $325 | 03/31/2024 | | Austin Private Wealth LLC | 13,264 | $292 | 03/31/2024 | | IBHG | 13,264 | $292 | 03/31/2024 | | PFG Investments LLC | 12,658 | $282 | 03/31/2024 | | IBHG | 12,658 | $282 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 10,471 | $233 | 03/31/2024 | | IBHG | 10,471 | $233 | 03/31/2024 | | Bbjs Financial Advisors LLC | 10,321 | $229 | 12/31/2023 | | IBHG | 10,321 | $229 | 12/31/2023 | | BSW Wealth Partners | 9,017 | $201 | 03/31/2024 | | IBHG | 9,017 | $201 | 03/31/2024 | | Evermay Wealth Management LLC | 5,000 | $111 | 12/31/2023 | | IBHG | 5,000 | $111 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 3,769 | $84 | 12/31/2023 | | IBHG | 3,769 | $84 | 12/31/2023 | | CWM LLC | 2,653 | $59 | 03/31/2024 | | IBHG | 2,653 | $59 | 03/31/2024 | | Newbridge Financial Services Group Inc. | 1,580 | $35 | 03/31/2024 | | IBHG | 1,580 | $35 | 03/31/2024 | | Principal Securities Inc. | 902 | $20 | 12/31/2023 | | IBHG | 902 | $20 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 800 | $18 | 03/31/2024 | | IBHG | 800 | $18 | 03/31/2024 | | Bradley & Co. Private Wealth Management LLC | 315 | $7 | 12/31/2023 | | IBHG | 315 | $7 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | IBHG | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBHG
See Details: Top 10 Hedge Funds Holding IBHG
Also See: IBHG Holdings Changes
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