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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Checchi Capital Advisers LLC | 606,484 | $17,655 | 03/31/2024 | IBND | 606,484 | $17,655 | 03/31/2024 | Bank of America Corp DE | 273,447 | $8,184 | 12/31/2023 | IBND | 273,447 | $8,184 | 12/31/2023 | Lodestar Private Asset Management LLC | 275,304 | $8,014 | 03/31/2024 | IBND | 275,304 | $8,014 | 03/31/2024 | Commonwealth Equity Services LLC | 260,625 | $7,801 | 12/31/2023 | IBND | 260,625 | $7,801 | 12/31/2023 | Morgan Stanley | 220,329 | $6,594 | 12/31/2023 | IBND | 220,329 | $6,594 | 12/31/2023 | Leuthold Group LLC | 184,786 | $5,531 | 12/31/2023 | IBND | 184,786 | $5,531 | 12/31/2023 | State Street Corp | 158,089 | $4,732 | 12/31/2023 | IBND | 158,089 | $4,732 | 12/31/2023 | Jane Street Group LLC | 142,879 | $4,276 | 12/31/2023 | IBND | 142,879 | $4,276 | 12/31/2023 | Ameritas Investment Partners Inc. | 142,709 | $4,271 | 12/31/2023 | IBND | 142,709 | $4,271 | 12/31/2023 | Idaho Trust Bank | 130,360 | $3,902 | 12/31/2023 | IBND | 130,360 | $3,902 | 12/31/2023 | Sykon Capital LLC | 122,793 | $3,675 | 12/31/2023 | IBND | 122,793 | $3,675 | 12/31/2023 | Baird Financial Group Inc. | 109,329 | $3,272 | 12/31/2023 | IBND | 109,329 | $3,272 | 12/31/2023 | N.E.W. Advisory Services LLC | 106,911 | $3,112 | 03/31/2024 | IBND | 106,911 | $3,112 | 03/31/2024 | Royal Bank of Canada | 102,987 | $3,082 | 12/31/2023 | IBND | 102,987 | $3,082 | 12/31/2023 | Coppell Advisory Solutions LLC | 100,075 | $2,995 | 12/31/2023 | IBND | 100,075 | $2,995 | 12/31/2023 | Rathbone Brothers plc | 89,332 | $2,674 | 12/31/2023 | IBND | 89,332 | $2,674 | 12/31/2023 | GWM Advisors LLC | 91,298 | $2,663 | 12/31/2023 | IBND | 91,298 | $2,663 | 12/31/2023 | Guggenheim Capital LLC | 85,932 | $2,572 | 12/31/2023 | IBND | 85,932 | $2,572 | 12/31/2023 | AlphaQ Advisors LLC | 82,694 | $2,475 | 12/31/2023 | IBND | 82,694 | $2,475 | 12/31/2023 | Ziegler Capital Management LLC | 78,112 | $2,338 | 12/31/2023 | IBND | 78,112 | $2,338 | 12/31/2023 | Strategic Advocates LLC | 62,352 | $1,815 | 03/31/2024 | IBND | 62,352 | $1,815 | 03/31/2024 | LPL Financial LLC | 59,728 | $1,788 | 12/31/2023 | IBND | 59,728 | $1,788 | 12/31/2023 | ProVise Management Group LLC | 55,407 | $1,658 | 12/31/2023 | IBND | 55,407 | $1,658 | 12/31/2023 | Advisor Group Holdings Inc. | 50,652 | $1,516 | 12/31/2023 | IBND | 50,652 | $1,516 | 12/31/2023 | Lam Group Inc. | 50,350 | $1,466 | 03/31/2024 | IBND | 50,350 | $1,466 | 03/31/2024 | Stifel Financial Corp | 47,673 | $1,427 | 12/31/2023 | IBND | 47,673 | $1,427 | 12/31/2023 | Envestnet Asset Management Inc. | 47,495 | $1,422 | 12/31/2023 | IBND | 47,495 | $1,422 | 12/31/2023 | Kestra Advisory Services LLC | 43,534 | $1,303 | 12/31/2023 | IBND | 43,534 | $1,303 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 40,081 | $1,200 | 12/31/2023 | IBND | 40,081 | $1,200 | 12/31/2023 | AE Wealth Management LLC | 38,684 | $1,131 | 12/31/2023 | IBND | 38,684 | $1,131 | 12/31/2023 | Tempus Wealth Planning LLC | 36,573 | $1,065 | 03/31/2024 | IBND | 36,573 | $1,065 | 03/31/2024 | Cetera Advisor Networks LLC | 31,643 | $947 | 12/31/2023 | IBND | 31,643 | $947 | 12/31/2023 | Janney Montgomery Scott LLC | 29,974 | $897 | 12/31/2023 | IBND | 29,974 | $897 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 30,290 | $882 | 03/31/2024 | IBND | 30,290 | $882 | 03/31/2024 | Fisher Asset Management LLC | 27,489 | $823 | 12/31/2023 | IBND | 27,489 | $823 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 24,575 | $715 | 03/31/2024 | IBND | 24,575 | $715 | 03/31/2024 | We Are One Seven LLC | 22,654 | $678 | 12/31/2023 | IBND | 22,654 | $678 | 12/31/2023 | Omega Financial Group LLC | 21,716 | $632 | 03/31/2024 | IBND | 21,716 | $632 | 03/31/2024 | Citadel Advisors LLC | 17,972 | $538 | 12/31/2023 | IBND | 17,972 | $538 | 12/31/2023 | West Wealth Group LLC | 17,159 | $514 | 12/31/2023 | IBND | 17,159 | $514 | 12/31/2023 | Beacon Pointe Advisors LLC | 16,732 | $501 | 12/31/2023 | IBND | 16,732 | $501 | 12/31/2023 | OLD Mission Capital LLC | 16,589 | $497 | 12/31/2023 | IBND | 16,589 | $497 | 12/31/2023 | Insight Advisors LLC PA | 16,315 | $488 | 12/31/2023 | IBND | 16,315 | $488 | 12/31/2023 | BTS Asset Management Inc. | 15,127 | $440 | 03/31/2024 | IBND | 15,127 | $440 | 03/31/2024 | HighTower Advisors LLC | 13,838 | $416 | 12/31/2023 | IBND | 13,838 | $416 | 12/31/2023 | Steward Partners Investment Advisory LLC | 11,777 | $352 | 12/31/2023 | IBND | 11,777 | $352 | 12/31/2023 | Avantax Advisory Services Inc. | 11,334 | $339 | 12/31/2023 | IBND | 11,334 | $339 | 12/31/2023 | Wells Fargo & Company MN | 10,371 | $310 | 12/31/2023 | IBND | 10,371 | $310 | 12/31/2023 | Cambridge Advisors Inc. | 10,400 | $303 | 03/31/2024 | IBND | 10,400 | $303 | 03/31/2024 | AMG National Trust Bank | 9,474 | $284 | 12/31/2023 | IBND | 9,474 | $284 | 12/31/2023 | Austin Private Wealth LLC | 9,231 | $269 | 03/31/2024 | IBND | 9,231 | $269 | 03/31/2024 | Cetera Investment Advisers | 8,263 | $247 | 12/31/2023 | IBND | 8,263 | $247 | 12/31/2023 | Towneley Capital Management Inc DE | 8,314 | $242 | 03/31/2024 | IBND | 8,314 | $242 | 03/31/2024 | UBS Group AG | 7,863 | $235 | 12/31/2023 | IBND | 7,863 | $235 | 12/31/2023 | Red Lighthouse Investment Management LLC | 7,339 | $220 | 12/31/2023 | IBND | 7,339 | $220 | 12/31/2023 | Ameritas Advisory Services LLC | 7,138 | $211 | 12/31/2023 | IBND | 7,138 | $211 | 12/31/2023 | TSA Wealth Managment LLC | 6,715 | $201 | 12/31/2023 | IBND | 6,715 | $201 | 12/31/2023 | Parallel Advisors LLC | 5,927 | $177 | 12/31/2023 | IBND | 5,927 | $177 | 12/31/2023 | Coastal Investment Advisors Inc. | 4,166 | $121 | 03/31/2024 | IBND | 4,166 | $121 | 03/31/2024 | AdvisorNet Financial Inc | 2,300 | $67 | 03/31/2024 | IBND | 2,300 | $67 | 03/31/2024 | NewSquare Capital LLC | 2,107 | $63 | 12/31/2023 | IBND | 2,107 | $63 | 12/31/2023 | Planned Solutions Inc. | 2,072 | $62 | 12/31/2023 | IBND | 2,072 | $62 | 12/31/2023 | Geneos Wealth Management Inc. | 1,500 | $45 | 12/31/2023 | IBND | 1,500 | $45 | 12/31/2023 | FMR LLC | 902 | $27 | 12/31/2023 | IBND | 902 | $27 | 12/31/2023 | Bank of Montreal Can | 763 | $23 | 12/31/2023 | IBND | 763 | $23 | 12/31/2023 | Sunbelt Securities Inc. | 494 | $14 | 03/31/2024 | IBND | 494 | $14 | 03/31/2024 | National Bank of Canada FI | 460 | $14 | 12/31/2023 | IBND | 460 | $14 | 12/31/2023 | Transamerica Financial Advisors Inc. | 412 | $13 | 12/31/2023 | IBND | 412 | $13 | 12/31/2023 | Front Row Advisors LLC | 400 | $12 | 12/31/2023 | IBND | 400 | $12 | 12/31/2023 | Advisory Services Network LLC | 373 | $11 | 12/31/2023 | IBND | 373 | $11 | 12/31/2023 | JPMorgan Chase & Co. | 322 | $10 | 12/31/2023 | IBND | 322 | $10 | 12/31/2023 | Harbour Investments Inc. | 344 | $10 | 12/31/2023 | IBND | 344 | $10 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 275 | $8 | 12/31/2023 | IBND | 275 | $8 | 12/31/2023 | Transcendent Capital Group LLC | 198 | $6 | 03/31/2024 | IBND | 198 | $6 | 03/31/2024 | Pflug Koory LLC | 163 | $5 | 03/31/2024 | IBND | 163 | $5 | 03/31/2024 | Farther Finance Advisors LLC | 98 | $3 | 12/31/2023 | IBND | 98 | $3 | 12/31/2023 | Newbridge Financial Services Group Inc. | 62 | $2 | 03/31/2024 | IBND | 62 | $2 | 03/31/2024 | Creative Financial Designs Inc. ADV | 64 | $2 | 12/31/2023 | IBND | 64 | $2 | 12/31/2023 | IFP Advisors Inc | 32 | $1 | 12/31/2023 | IBND | 32 | $1 | 12/31/2023 | Allworth Financial LP | 2 | $0 | 03/31/2024 | IBND | 2 | $0 | 03/31/2024 | Sound Income Strategies LLC | 0 | $0 | 03/31/2024 | IBND | 0 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | IBND | 0 | $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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