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Funds Holding IBND

On this page, we present all of the funds holding IBND from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBND, with a link to that fund's top holdings. The next columns indicate the amount of IBND stock held by each of the funds holding IBND, followed by the IBND position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 81 funds holding IBND within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Checchi Capital Advisers LLC. For more details on the positions held by Checchi Capital Advisers LLC (or by any of the other funds holding IBND), click the fund name in the "Holder" column of the funds-holding-IBND table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Checchi Capital Advisers LLC606,484$17,655 03/31/2024
     IBND606,484$17,655 03/31/2024
Bank of America Corp DE273,447$8,184 12/31/2023
     IBND273,447$8,184 12/31/2023
Lodestar Private Asset Management LLC275,304$8,014 03/31/2024
     IBND275,304$8,014 03/31/2024
Commonwealth Equity Services LLC260,625$7,801 12/31/2023
     IBND260,625$7,801 12/31/2023
Morgan Stanley220,329$6,594 12/31/2023
     IBND220,329$6,594 12/31/2023
Leuthold Group LLC184,786$5,531 12/31/2023
     IBND184,786$5,531 12/31/2023
State Street Corp158,089$4,732 12/31/2023
     IBND158,089$4,732 12/31/2023
Jane Street Group LLC142,879$4,276 12/31/2023
     IBND142,879$4,276 12/31/2023
Ameritas Investment Partners Inc.142,709$4,271 12/31/2023
     IBND142,709$4,271 12/31/2023
Idaho Trust Bank130,360$3,902 12/31/2023
     IBND130,360$3,902 12/31/2023
Sykon Capital LLC122,793$3,675 12/31/2023
     IBND122,793$3,675 12/31/2023
Baird Financial Group Inc.109,329$3,272 12/31/2023
     IBND109,329$3,272 12/31/2023
N.E.W. Advisory Services LLC106,911$3,112 03/31/2024
     IBND106,911$3,112 03/31/2024
Royal Bank of Canada102,987$3,082 12/31/2023
     IBND102,987$3,082 12/31/2023
Coppell Advisory Solutions LLC100,075$2,995 12/31/2023
     IBND100,075$2,995 12/31/2023
Rathbone Brothers plc89,332$2,674 12/31/2023
     IBND89,332$2,674 12/31/2023
GWM Advisors LLC91,298$2,663 12/31/2023
     IBND91,298$2,663 12/31/2023
Guggenheim Capital LLC85,932$2,572 12/31/2023
     IBND85,932$2,572 12/31/2023
AlphaQ Advisors LLC82,694$2,475 12/31/2023
     IBND82,694$2,475 12/31/2023
Ziegler Capital Management LLC78,112$2,338 12/31/2023
     IBND78,112$2,338 12/31/2023
Strategic Advocates LLC62,352$1,815 03/31/2024
     IBND62,352$1,815 03/31/2024
LPL Financial LLC59,728$1,788 12/31/2023
     IBND59,728$1,788 12/31/2023
ProVise Management Group LLC55,407$1,658 12/31/2023
     IBND55,407$1,658 12/31/2023
Advisor Group Holdings Inc.50,652$1,516 12/31/2023
     IBND50,652$1,516 12/31/2023
Lam Group Inc.50,350$1,466 03/31/2024
     IBND50,350$1,466 03/31/2024
Stifel Financial Corp47,673$1,427 12/31/2023
     IBND47,673$1,427 12/31/2023
Envestnet Asset Management Inc.47,495$1,422 12/31/2023
     IBND47,495$1,422 12/31/2023
Kestra Advisory Services LLC43,534$1,303 12/31/2023
     IBND43,534$1,303 12/31/2023
Bank Julius Baer & Co. Ltd Zurich40,081$1,200 12/31/2023
     IBND40,081$1,200 12/31/2023
AE Wealth Management LLC38,684$1,131 12/31/2023
     IBND38,684$1,131 12/31/2023
Tempus Wealth Planning LLC36,573$1,065 03/31/2024
     IBND36,573$1,065 03/31/2024
Cetera Advisor Networks LLC31,643$947 12/31/2023
     IBND31,643$947 12/31/2023
Janney Montgomery Scott LLC29,974$897 12/31/2023
     IBND29,974$897 12/31/2023
Cambridge Investment Research Advisors Inc.30,290$882 03/31/2024
     IBND30,290$882 03/31/2024
Fisher Asset Management LLC27,489$823 12/31/2023
     IBND27,489$823 12/31/2023
Raymond James Financial Services Advisors Inc.24,575$715 03/31/2024
     IBND24,575$715 03/31/2024
We Are One Seven LLC22,654$678 12/31/2023
     IBND22,654$678 12/31/2023
Omega Financial Group LLC21,716$632 03/31/2024
     IBND21,716$632 03/31/2024
Citadel Advisors LLC17,972$538 12/31/2023
     IBND17,972$538 12/31/2023
West Wealth Group LLC17,159$514 12/31/2023
     IBND17,159$514 12/31/2023
Beacon Pointe Advisors LLC16,732$501 12/31/2023
     IBND16,732$501 12/31/2023
OLD Mission Capital LLC16,589$497 12/31/2023
     IBND16,589$497 12/31/2023
Insight Advisors LLC PA16,315$488 12/31/2023
     IBND16,315$488 12/31/2023
BTS Asset Management Inc.15,127$440 03/31/2024
     IBND15,127$440 03/31/2024
HighTower Advisors LLC13,838$416 12/31/2023
     IBND13,838$416 12/31/2023
Steward Partners Investment Advisory LLC11,777$352 12/31/2023
     IBND11,777$352 12/31/2023
Avantax Advisory Services Inc.11,334$339 12/31/2023
     IBND11,334$339 12/31/2023
Wells Fargo & Company MN10,371$310 12/31/2023
     IBND10,371$310 12/31/2023
Cambridge Advisors Inc.10,400$303 03/31/2024
     IBND10,400$303 03/31/2024
AMG National Trust Bank9,474$284 12/31/2023
     IBND9,474$284 12/31/2023
Austin Private Wealth LLC9,231$269 03/31/2024
     IBND9,231$269 03/31/2024
Cetera Investment Advisers8,263$247 12/31/2023
     IBND8,263$247 12/31/2023
Towneley Capital Management Inc DE8,314$242 03/31/2024
     IBND8,314$242 03/31/2024
UBS Group AG7,863$235 12/31/2023
     IBND7,863$235 12/31/2023
Red Lighthouse Investment Management LLC7,339$220 12/31/2023
     IBND7,339$220 12/31/2023
Ameritas Advisory Services LLC7,138$211 12/31/2023
     IBND7,138$211 12/31/2023
TSA Wealth Managment LLC6,715$201 12/31/2023
     IBND6,715$201 12/31/2023
Parallel Advisors LLC5,927$177 12/31/2023
     IBND5,927$177 12/31/2023
Coastal Investment Advisors Inc.4,166$121 03/31/2024
     IBND4,166$121 03/31/2024
AdvisorNet Financial Inc2,300$67 03/31/2024
     IBND2,300$67 03/31/2024
NewSquare Capital LLC2,107$63 12/31/2023
     IBND2,107$63 12/31/2023
Planned Solutions Inc.2,072$62 12/31/2023
     IBND2,072$62 12/31/2023
Geneos Wealth Management Inc.1,500$45 12/31/2023
     IBND1,500$45 12/31/2023
FMR LLC902$27 12/31/2023
     IBND902$27 12/31/2023
Bank of Montreal Can763$23 12/31/2023
     IBND763$23 12/31/2023
Sunbelt Securities Inc.494$14 03/31/2024
     IBND494$14 03/31/2024
National Bank of Canada FI460$14 12/31/2023
     IBND460$14 12/31/2023
Transamerica Financial Advisors Inc.412$13 12/31/2023
     IBND412$13 12/31/2023
Front Row Advisors LLC400$12 12/31/2023
     IBND400$12 12/31/2023
Advisory Services Network LLC373$11 12/31/2023
     IBND373$11 12/31/2023
JPMorgan Chase & Co.322$10 12/31/2023
     IBND322$10 12/31/2023
Harbour Investments Inc.344$10 12/31/2023
     IBND344$10 12/31/2023
Glass Jacobson Investment Advisors llc275$8 12/31/2023
     IBND275$8 12/31/2023
Transcendent Capital Group LLC198$6 03/31/2024
     IBND198$6 03/31/2024
Pflug Koory LLC163$5 03/31/2024
     IBND163$5 03/31/2024
Farther Finance Advisors LLC98$3 12/31/2023
     IBND98$3 12/31/2023
Newbridge Financial Services Group Inc.62$2 03/31/2024
     IBND62$2 03/31/2024
Creative Financial Designs Inc. ADV64$2 12/31/2023
     IBND64$2 12/31/2023
IFP Advisors Inc32$1 12/31/2023
     IBND32$1 12/31/2023
Allworth Financial LP2$0 03/31/2024
     IBND2$0 03/31/2024
Sound Income Strategies LLC0$0 03/31/2024
     IBND0$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     IBND0$0 12/31/2023

See Summary: Institutional Holders of IBND
See Details: Top 10 Hedge Funds Holding IBND
Also See: IBND Holdings Changes

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