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On this page, we present all of the funds holding IBTF from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IBTF, with a link to that fund's top holdings. The next columns
indicate the amount of IBTF stock held by each of the funds holding IBTF, followed by the IBTF position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 223 funds holding IBTF within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Captrust Financial Advisors. For more details on the positions held by Captrust Financial Advisors
(or by any of the other funds holding IBTF), click the fund name in the "Holder" column of the funds-holding-IBTF table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Captrust Financial Advisors | 12,588,700 | $293,065 | 12/31/2023 | | IBTF | 12,588,700 | $293,065 | 12/31/2023 | | Morgan Stanley | 3,662,025 | $85,252 | 12/31/2023 | | IBTF | 3,662,025 | $85,252 | 12/31/2023 | | Wells Fargo & Company MN | 3,015,908 | $70,210 | 12/31/2023 | | IBTF | 3,015,908 | $70,210 | 12/31/2023 | | GLOBALT Investments LLC GA | 2,719,944 | $63,320 | 12/31/2023 | | IBTF | 2,719,944 | $63,320 | 12/31/2023 | | Colony Group LLC | 2,665,336 | $62,049 | 12/31/2023 | | IBTF | 2,665,336 | $62,049 | 12/31/2023 | | Bank of America Corp DE | 2,532,776 | $58,963 | 12/31/2023 | | IBTF | 2,532,776 | $58,963 | 12/31/2023 | | UBS Group AG | 2,234,095 | $52,010 | 12/31/2023 | | IBTF | 2,234,095 | $52,010 | 12/31/2023 | | Capital Investment Advisors LLC | 2,233,569 | $51,886 | 03/31/2024 | | IBTF | 2,233,569 | $51,886 | 03/31/2024 | | GWM Advisors LLC | 1,989,934 | $46,333 | 12/31/2023 | | IBTF | 1,989,934 | $46,333 | 12/31/2023 | | Royal Bank of Canada | 1,601,566 | $37,284 | 12/31/2023 | | IBTF | 1,601,566 | $37,284 | 12/31/2023 | | Hills Bank & Trust Co | 1,553,291 | $36,161 | 12/31/2023 | | IBTF | 1,553,291 | $36,161 | 12/31/2023 | | Advisor Group Holdings Inc. | 1,307,208 | $30,432 | 12/31/2023 | | IBTF | 1,307,208 | $30,432 | 12/31/2023 | | LPL Financial LLC | 1,211,296 | $28,199 | 12/31/2023 | | IBTF | 1,211,296 | $28,199 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 1,106,911 | $25,714 | 03/31/2024 | | IBTF | 1,106,911 | $25,714 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 747,801 | $17,409 | 12/31/2023 | | IBTF | 747,801 | $17,409 | 12/31/2023 | | Cliftonlarsonallen Wealth Advisors LLC | 698,427 | $16,259 | 12/31/2023 | | IBTF | 698,427 | $16,259 | 12/31/2023 | | InterOcean Capital Group LLC | 678,472 | $15,795 | 12/31/2023 | | IBTF | 678,472 | $15,795 | 12/31/2023 | | MV Capital Management Inc. | 667,991 | $15,517 | 03/31/2024 | | IBTF | 667,991 | $15,517 | 03/31/2024 | | Journey Advisory Group LLC | 594,745 | $13,846 | 12/31/2023 | | IBTF | 594,745 | $13,846 | 12/31/2023 | | Mariner LLC | 594,213 | $13,833 | 12/31/2023 | | IBTF | 594,213 | $13,833 | 12/31/2023 | | Integrated Wealth Concepts LLC | 577,471 | $13,444 | 12/31/2023 | | IBTF | 577,471 | $13,444 | 12/31/2023 | | Stifel Financial Corp | 548,974 | $12,780 | 12/31/2023 | | IBTF | 548,974 | $12,780 | 12/31/2023 | | Ashton Thomas Private Wealth LLC | 543,915 | $12,635 | 03/31/2024 | | IBTF | 543,915 | $12,635 | 03/31/2024 | | FinTrust Capital Advisors LLC | 527,733 | $12,286 | 12/31/2023 | | IBTF | 527,733 | $12,286 | 12/31/2023 | | Renaissance Technologies LLC | 507,800 | $11,822 | 12/31/2023 | | IBTF | 507,800 | $11,822 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 487,064 | $11,314 | 03/31/2024 | | IBTF | 487,064 | $11,314 | 03/31/2024 | | Envestnet Asset Management Inc. | 458,870 | $10,682 | 12/31/2023 | | IBTF | 458,870 | $10,682 | 12/31/2023 | | Krilogy Financial LLC | 452,006 | $10,500 | 03/31/2024 | | IBTF | 452,006 | $10,500 | 03/31/2024 | | Mesirow Financial Investment Management Inc. | 426,491 | $9,907 | 03/31/2024 | | IBTF | 426,491 | $9,907 | 03/31/2024 | | Scissortail Wealth Management LLC | 403,775 | $9,424 | 12/31/2023 | | IBTF | 403,775 | $9,424 | 12/31/2023 | | Raymond James & Associates | 397,847 | $9,242 | 03/31/2024 | | IBTF | 397,847 | $9,242 | 03/31/2024 | | CENTRAL TRUST Co | 397,786 | $9,241 | 03/31/2024 | | IBTF | 397,786 | $9,241 | 03/31/2024 | | Lido Advisors LLC | 391,239 | $9,108 | 12/31/2023 | | IBTF | 391,239 | $9,108 | 12/31/2023 | | Carnegie Capital Asset Management LLC | 376,049 | $8,754 | 12/31/2023 | | IBTF | 376,049 | $8,754 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 371,678 | $8,653 | 12/31/2023 | | IBTF | 371,678 | $8,653 | 12/31/2023 | | Commonwealth Equity Services LLC | 336,079 | $7,824 | 12/31/2023 | | IBTF | 336,079 | $7,824 | 12/31/2023 | | Thrivent Financial for Lutherans | 328,109 | $7,638 | 12/31/2023 | | IBTF | 328,109 | $7,638 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 319,329 | $7,434 | 12/31/2023 | | IBTF | 319,329 | $7,434 | 12/31/2023 | | HM Payson & Co. | 317,239 | $7,385 | 12/31/2023 | | IBTF | 317,239 | $7,385 | 12/31/2023 | | Baltimore Washington Financial Advisors Inc. | 311,419 | $7,250 | 12/31/2023 | | IBTF | 311,419 | $7,250 | 12/31/2023 | | Moseley Investment Management Inc. | 307,736 | $7,149 | 03/31/2024 | | IBTF | 307,736 | $7,149 | 03/31/2024 | | MKT Advisors LLC | 277,686 | $6,417 | 03/31/2024 | | IBTF | 277,686 | $6,417 | 03/31/2024 | | Keeler Thomas Management LLC | 268,446 | $6,249 | 12/31/2023 | | IBTF | 268,446 | $6,249 | 12/31/2023 | | McGuire Investment Group LLC | 255,859 | $5,944 | 03/31/2024 | | IBTF | 255,859 | $5,944 | 03/31/2024 | | Gradient Investments LLC | 254,143 | $5,904 | 03/31/2024 | | IBTF | 254,143 | $5,904 | 03/31/2024 | | Snowden Capital Advisors LLC | 241,970 | $5,633 | 12/31/2023 | | IBTF | 241,970 | $5,633 | 12/31/2023 | | Oppenheimer Asset Management Inc. | 221,663 | $5,160 | 12/31/2023 | | IBTF | 221,663 | $5,160 | 12/31/2023 | | Strategic Blueprint LLC | 210,175 | $4,882 | 03/31/2024 | | IBTF | 210,175 | $4,882 | 03/31/2024 | | Level Four Advisory Services LLC | 206,732 | $4,813 | 12/31/2023 | | IBTF | 206,732 | $4,813 | 12/31/2023 | | Janney Montgomery Scott LLC | 203,007 | $4,726 | 12/31/2023 | | IBTF | 203,007 | $4,726 | 12/31/2023 | | Lunt Capital Management Inc. | 199,626 | $4,637 | 03/31/2024 | | IBTF | 199,626 | $4,637 | 03/31/2024 | | Cetera Investment Advisers | 196,843 | $4,583 | 12/31/2023 | | IBTF | 196,843 | $4,583 | 12/31/2023 | | Park Avenue Securities LLC | 191,330 | $4,445 | 03/31/2024 | | IBTF | 191,330 | $4,445 | 03/31/2024 | | Kerntke Otto McGlone Wealth Management Group | 186,080 | $4,332 | 12/31/2023 | | IBTF | 186,080 | $4,332 | 12/31/2023 | | Global Retirement Partners LLC | 168,457 | $3,913 | 03/31/2024 | | IBTF | 168,457 | $3,913 | 03/31/2024 | | Carmel Capital Partners LLC | 166,021 | $3,857 | 03/31/2024 | | IBTF | 166,021 | $3,857 | 03/31/2024 | | Private Advisor Group LLC | 159,976 | $3,724 | 12/31/2023 | | IBTF | 159,976 | $3,724 | 12/31/2023 | | Sontag Advisory LLC | 151,288 | $3,522 | 12/31/2023 | | IBTF | 151,288 | $3,522 | 12/31/2023 | | Truist Financial Corp | 146,382 | $3,408 | 12/31/2023 | | IBTF | 146,382 | $3,408 | 12/31/2023 | | Royal Harbor Partners LLC | 145,640 | $3,390 | 12/31/2023 | | IBTF | 145,640 | $3,390 | 12/31/2023 | | United Capital Financial Advisers LLC | 145,223 | $3,381 | 12/31/2023 | | IBTF | 145,223 | $3,381 | 12/31/2023 | | Leavell Investment Management Inc. | 143,971 | $3,344 | 03/31/2024 | | IBTF | 143,971 | $3,344 | 03/31/2024 | | Leo Wealth LLC | 141,336 | $3,290 | 12/31/2023 | | IBTF | 141,336 | $3,290 | 12/31/2023 | | OneAscent Financial Services LLC | 141,491 | $3,287 | 03/31/2024 | | IBTF | 141,491 | $3,287 | 03/31/2024 | | Altus Wealth Group LLC | 140,107 | $3,262 | 12/31/2023 | | IBTF | 140,107 | $3,262 | 12/31/2023 | | Atlantic Private Wealth LLC | 135,512 | $3,155 | 12/31/2023 | | IBTF | 135,512 | $3,155 | 12/31/2023 | | Brookstone Capital Management | 129,505 | $3,008 | 03/31/2024 | | IBTF | 129,505 | $3,008 | 03/31/2024 | | Creative Planning | 127,177 | $2,961 | 12/31/2023 | | IBTF | 127,177 | $2,961 | 12/31/2023 | | Granite Bay Wealth Management LLC | 126,000 | $2,913 | 12/31/2023 | | IBTF | 126,000 | $2,913 | 12/31/2023 | | Allworth Financial LP | 122,467 | $2,845 | 03/31/2024 | | IBTF | 122,467 | $2,845 | 03/31/2024 | | 1858 Wealth Management LLC | 120,651 | $2,809 | 03/31/2024 | | IBTF | 120,651 | $2,809 | 03/31/2024 | | Transcend Wealth Collective LLC | 113,300 | $2,638 | 12/31/2023 | | IBTF | 113,300 | $2,638 | 12/31/2023 | | Equitable Holdings Inc. | 109,147 | $2,541 | 12/31/2023 | | IBTF | 109,147 | $2,541 | 12/31/2023 | | Lincoln National Corp | 103,653 | $2,413 | 12/31/2023 | | IBTF | 103,653 | $2,413 | 12/31/2023 | | Wealthsource Partners LLC | 103,636 | $2,413 | 12/31/2023 | | IBTF | 103,636 | $2,413 | 12/31/2023 | | Synovus Financial Corp | 96,765 | $2,253 | 12/31/2023 | | IBTF | 96,765 | $2,253 | 12/31/2023 | | Lantz Financial LLC | 96,288 | $2,237 | 03/31/2024 | | IBTF | 96,288 | $2,237 | 03/31/2024 | | Boston Family Office LLC | 95,946 | $2,234 | 12/31/2023 | | IBTF | 95,946 | $2,234 | 12/31/2023 | | AE Wealth Management LLC | 95,281 | $2,221 | 12/31/2023 | | IBTF | 95,281 | $2,221 | 12/31/2023 | | HighTower Advisors LLC | 95,179 | $2,219 | 12/31/2023 | | IBTF | 95,179 | $2,219 | 12/31/2023 | | Stockman Wealth Management Inc. | 93,694 | $2,177 | 03/31/2024 | | IBTF | 93,694 | $2,177 | 03/31/2024 | | Accretive Wealth Partners LLC | 92,994 | $2,165 | 12/31/2023 | | IBTF | 92,994 | $2,165 | 12/31/2023 | | Ameriprise Financial Inc. | 92,110 | $2,142 | 12/31/2023 | | IBTF | 92,110 | $2,142 | 12/31/2023 | | Rockefeller Capital Management L.P. | 89,397 | $2,081 | 12/31/2023 | | IBTF | 89,397 | $2,081 | 12/31/2023 | | Stratos Wealth Partners LTD. | 87,134 | $2,024 | 03/31/2024 | | IBTF | 87,134 | $2,024 | 03/31/2024 | | Shelton Wealth Management LLC | 82,927 | $1,931 | 12/31/2023 | | IBTF | 82,927 | $1,931 | 12/31/2023 | | Essential Planning LLC. | 81,858 | $1,906 | 12/31/2023 | | IBTF | 81,858 | $1,906 | 12/31/2023 | | CWM LLC | 78,560 | $1,825 | 03/31/2024 | | IBTF | 78,560 | $1,825 | 03/31/2024 | | Baird Financial Group Inc. | 75,259 | $1,752 | 12/31/2023 | | IBTF | 75,259 | $1,752 | 12/31/2023 | | IFG Advisory LLC | 73,698 | $1,716 | 12/31/2023 | | IBTF | 73,698 | $1,716 | 12/31/2023 | | Goldman Sachs Group Inc. | 73,136 | $1,703 | 12/31/2023 | | IBTF | 73,136 | $1,703 | 12/31/2023 | | Phillips Financial Management LLC | 72,367 | $1,681 | 03/31/2024 | | IBTF | 72,367 | $1,681 | 03/31/2024 | | D.A. Davidson & CO. | 66,858 | $1,556 | 12/31/2023 | | IBTF | 66,858 | $1,556 | 12/31/2023 | | Associated Banc Corp | 64,839 | $1,509 | 12/31/2023 | | IBTF | 64,839 | $1,509 | 12/31/2023 | | Kestra Private Wealth Services LLC | 63,867 | $1,487 | 12/31/2023 | | IBTF | 63,867 | $1,487 | 12/31/2023 | | Montag A & Associates Inc. | 61,530 | $1,432 | 12/31/2023 | | IBTF | 61,530 | $1,432 | 12/31/2023 | | Honkamp Krueger Financial Services Inc. | 60,779 | $1,415 | 12/31/2023 | | IBTF | 60,779 | $1,415 | 12/31/2023 | | Connecticut Wealth Management LLC | 60,337 | $1,405 | 12/31/2023 | | IBTF | 60,337 | $1,405 | 12/31/2023 | | Sigma Planning Corp | 58,395 | $1,359 | 12/31/2023 | | IBTF | 58,395 | $1,359 | 12/31/2023 | | Eldridge Investment Advisors Inc. | 57,115 | $1,330 | 12/31/2023 | | IBTF | 57,115 | $1,330 | 12/31/2023 | | Change Path LLC | 55,907 | $1,302 | 12/31/2023 | | IBTF | 55,907 | $1,302 | 12/31/2023 | | Probity Advisors Inc. | 55,703 | $1,297 | 12/31/2023 | | IBTF | 55,703 | $1,297 | 12/31/2023 | | Country Club Bank GFN | 53,195 | $1,236 | 03/31/2024 | | IBTF | 53,195 | $1,236 | 03/31/2024 | | PSI Advisors LLC | 52,808 | $1,227 | 03/31/2024 | | IBTF | 52,808 | $1,227 | 03/31/2024 | | IFP Advisors Inc | 49,934 | $1,162 | 12/31/2023 | | IBTF | 49,934 | $1,162 | 12/31/2023 | | Mill Creek Capital Advisors LLC | 49,862 | $1,161 | 12/31/2023 | | IBTF | 49,862 | $1,161 | 12/31/2023 | | Kestra Advisory Services LLC | 49,310 | $1,148 | 12/31/2023 | | IBTF | 49,310 | $1,148 | 12/31/2023 | | Safeguard Financial LLC | 49,154 | $1,142 | 03/31/2024 | | IBTF | 49,154 | $1,142 | 03/31/2024 | | Horizons Wealth Management | 48,742 | $1,135 | 03/31/2024 | | IBTF | 48,742 | $1,135 | 03/31/2024 | | Farther Finance Advisors LLC | 48,505 | $1,129 | 12/31/2023 | | IBTF | 48,505 | $1,129 | 12/31/2023 | | Montecito Bank & Trust | 47,717 | $1,108 | 03/31/2024 | | IBTF | 47,717 | $1,108 | 03/31/2024 | | Evexia Wealth LLC | 46,258 | $1,075 | 12/31/2023 | | IBTF | 46,258 | $1,075 | 12/31/2023 | | 4J Wealth Management LLC | 45,327 | $1,053 | 03/31/2024 | | IBTF | 45,327 | $1,053 | 03/31/2024 | | Atria Wealth Solutions Inc. | 44,965 | $1,047 | 12/31/2023 | | IBTF | 44,965 | $1,047 | 12/31/2023 | | Relative Value Partners Group LLC | 44,870 | $1,045 | 12/31/2023 | | IBTF | 44,870 | $1,045 | 12/31/2023 | | Knollwood Investment Advisory LLC | 42,900 | $999 | 12/31/2023 | | IBTF | 42,900 | $999 | 12/31/2023 | | Regal Investment Advisors LLC | 42,025 | $978 | 12/31/2023 | | IBTF | 42,025 | $978 | 12/31/2023 | | Howland Capital Management LLC | 41,529 | $967 | 12/31/2023 | | IBTF | 41,529 | $967 | 12/31/2023 | | Adroit Compliance LLC | 40,789 | $950 | 12/31/2023 | | IBTF | 40,789 | $950 | 12/31/2023 | | Klaas Financial Asset Advisors LLC | 38,856 | $903 | 03/31/2024 | | IBTF | 38,856 | $903 | 03/31/2024 | | Cooper Financial Group | 38,598 | $897 | 03/31/2024 | | IBTF | 38,598 | $897 | 03/31/2024 | | Richard P Slaughter Associates Inc | 37,951 | $882 | 03/31/2024 | | IBTF | 37,951 | $882 | 03/31/2024 | | Austin Private Wealth LLC | 36,977 | $856 | 03/31/2024 | | IBTF | 36,977 | $856 | 03/31/2024 | | Crew Capital Management Ltd. | 36,562 | $851 | 12/31/2023 | | IBTF | 36,562 | $851 | 12/31/2023 | | Thoroughbred Financial Services LLC | 36,037 | $838 | 12/31/2023 | | IBTF | 36,037 | $838 | 12/31/2023 | | Valmark Advisers Inc. | 35,293 | $822 | 12/31/2023 | | IBTF | 35,293 | $822 | 12/31/2023 | | Cetera Advisors LLC | 35,277 | $821 | 12/31/2023 | | IBTF | 35,277 | $821 | 12/31/2023 | | Wealth Advisory Solutions LLC | 34,925 | $811 | 03/31/2024 | | IBTF | 34,925 | $811 | 03/31/2024 | | Fortis Capital Management LLC | 32,593 | $759 | 12/31/2023 | | IBTF | 32,593 | $759 | 12/31/2023 | | Day & Ennis LLC | 32,496 | $757 | 12/31/2023 | | IBTF | 32,496 | $757 | 12/31/2023 | | Element Wealth LLC | 32,537 | $757 | 12/31/2023 | | IBTF | 32,537 | $757 | 12/31/2023 | | Gould Asset Management LLC CA | 31,770 | $740 | 12/31/2023 | | IBTF | 31,770 | $740 | 12/31/2023 | | Focused Wealth Management Inc | 31,311 | $729 | 12/31/2023 | | IBTF | 31,311 | $729 | 12/31/2023 | | Reliant Wealth Planning | 31,033 | $722 | 12/31/2023 | | IBTF | 31,033 | $722 | 12/31/2023 | | Aries Wealth Management | 29,717 | $692 | 12/31/2023 | | IBTF | 29,717 | $692 | 12/31/2023 | | Cetera Advisor Networks LLC | 28,986 | $675 | 12/31/2023 | | IBTF | 28,986 | $675 | 12/31/2023 | | Compass Ion Advisors LLC | 29,005 | $674 | 03/31/2024 | | IBTF | 29,005 | $674 | 03/31/2024 | | Sound View Wealth Advisors Group LLC | 27,702 | $645 | 12/31/2023 | | IBTF | 27,702 | $645 | 12/31/2023 | | PFG Investments LLC | 27,638 | $642 | 03/31/2024 | | IBTF | 27,638 | $642 | 03/31/2024 | | International Assets Investment Management LLC | 26,700 | $618 | 03/31/2024 | | IBTF | 26,700 | $618 | 03/31/2024 | | Barrett & Company Inc. | 26,487 | $615 | 03/31/2024 | | IBTF | 26,487 | $615 | 03/31/2024 | | BCS Wealth Management | 26,315 | $611 | 03/31/2024 | | IBTF | 26,315 | $611 | 03/31/2024 | | Consolidated Portfolio Review Corp | 26,074 | $607 | 12/31/2023 | | IBTF | 26,074 | $607 | 12/31/2023 | | SILVER OAK SECURITIES Inc | 25,281 | $589 | 12/31/2023 | | IBTF | 25,281 | $589 | 12/31/2023 | | Geneos Wealth Management Inc. | 24,790 | $577 | 12/31/2023 | | IBTF | 24,790 | $577 | 12/31/2023 | | Cerity Partners LLC | 24,230 | $564 | 12/31/2023 | | IBTF | 24,230 | $564 | 12/31/2023 | | Foundry Financial Group Inc. | 23,930 | $557 | 12/31/2023 | | IBTF | 23,930 | $557 | 12/31/2023 | | Trinity Wealth Management LLC | 23,778 | $552 | 03/31/2024 | | IBTF | 23,778 | $552 | 03/31/2024 | | Steele Capital Management Inc. | 22,596 | $525 | 03/31/2024 | | IBTF | 22,596 | $525 | 03/31/2024 | | CI Private Wealth LLC | 21,870 | $509 | 12/31/2023 | | IBTF | 21,870 | $509 | 12/31/2023 | | Conrad Siegel Investment Advisors Inc. | 21,820 | $507 | 03/31/2024 | | IBTF | 21,820 | $507 | 03/31/2024 | | CIBC World Markets Inc. | 21,465 | $500 | 12/31/2023 | | IBTF | 21,465 | $500 | 12/31/2023 | | Money Concepts Capital Corp | 20,868 | $486 | 12/31/2023 | | IBTF | 20,868 | $486 | 12/31/2023 | | Schmidt P J Investment Management Inc. | 20,468 | $475 | 03/31/2024 | | IBTF | 20,468 | $475 | 03/31/2024 | | Coldstream Capital Management Inc. | 20,039 | $467 | 12/31/2023 | | IBTF | 20,039 | $467 | 12/31/2023 | | Signature Wealth Management Group | 19,861 | $460 | 03/31/2024 | | IBTF | 19,861 | $460 | 03/31/2024 | | Alliancebernstein L.P. | 19,712 | $459 | 12/31/2023 | | IBTF | 19,712 | $459 | 12/31/2023 | | CIBC Private Wealth Group LLC | 18,400 | $428 | 12/31/2023 | | IBTF | 18,400 | $428 | 12/31/2023 | | Straight Path Wealth Management | 17,688 | $412 | 12/31/2023 | | IBTF | 17,688 | $412 | 12/31/2023 | | Simplicity Wealth LLC | 17,640 | $410 | 03/31/2024 | | IBTF | 17,640 | $410 | 03/31/2024 | | Mascoma Wealth Management LLC | 16,826 | $392 | 12/31/2023 | | IBTF | 16,826 | $392 | 12/31/2023 | | Pinnacle Bank | 16,794 | $390 | 03/31/2024 | | IBTF | 16,794 | $390 | 03/31/2024 | | Chesley Taft & Associates LLC | 16,700 | $388 | 03/31/2024 | | IBTF | 16,700 | $388 | 03/31/2024 | | Hara Capital LLC | 16,710 | $388 | 03/31/2024 | | IBTF | 16,710 | $388 | 03/31/2024 | | Koshinski Asset Management Inc. | 16,220 | $378 | 12/31/2023 | | IBTF | 16,220 | $378 | 12/31/2023 | | Duncker Streett & Co. Inc. | 15,565 | $362 | 03/31/2024 | | IBTF | 15,565 | $362 | 03/31/2024 | | Crestmont Private Wealth LLC | 15,590 | $362 | 03/31/2024 | | IBTF | 15,590 | $362 | 03/31/2024 | | Resonant Capital Advisors LLC | 15,327 | $357 | 12/31/2023 | | IBTF | 15,327 | $357 | 12/31/2023 | | CFS Investment Advisory Services LLC | 15,186 | $354 | 12/31/2023 | | IBTF | 15,186 | $354 | 12/31/2023 | | Black Swift Group LLC | 15,160 | $353 | 12/31/2023 | | IBTF | 15,160 | $353 | 12/31/2023 | | American Planning Services Inc. | 14,403 | $335 | 12/31/2023 | | IBTF | 14,403 | $335 | 12/31/2023 | | Principal Securities Inc. | 14,197 | $331 | 12/31/2023 | | IBTF | 14,197 | $331 | 12/31/2023 | | W.H. Cornerstone Investments Inc. | 14,048 | $327 | 12/31/2023 | | IBTF | 14,048 | $327 | 12/31/2023 | | Beacon Pointe Advisors LLC | 13,905 | $324 | 12/31/2023 | | IBTF | 13,905 | $324 | 12/31/2023 | | Strategic Financial Concepts LLC | 13,900 | $323 | 03/31/2024 | | IBTF | 13,900 | $323 | 03/31/2024 | | Spectrum Asset Management Inc. NB CA | 13,780 | $320 | 03/31/2024 | | IBTF | 13,780 | $320 | 03/31/2024 | | Granite Harbor Advisors Inc. | 13,666 | $318 | 12/31/2023 | | IBTF | 13,666 | $318 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 13,581 | $316 | 12/31/2023 | | IBTF | 13,581 | $316 | 12/31/2023 | | Private Trust Co. NA | 13,447 | $312 | 03/31/2024 | | IBTF | 13,447 | $312 | 03/31/2024 | | WASHINGTON TRUST Co | 12,950 | $301 | 03/31/2024 | | IBTF | 12,950 | $301 | 03/31/2024 | | McLean Asset Management Corp | 12,841 | $297 | 03/31/2024 | | IBTF | 12,841 | $297 | 03/31/2024 | | Apollon Wealth Management LLC | 12,068 | $281 | 12/31/2023 | | IBTF | 12,068 | $281 | 12/31/2023 | | Treasure Coast Financial Planning | 12,001 | $279 | 03/31/2024 | | IBTF | 12,001 | $279 | 03/31/2024 | | Laurel Wealth Advisors LLC | 11,604 | $270 | 12/31/2023 | | IBTF | 11,604 | $270 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 11,614 | $270 | 12/31/2023 | | IBTF | 11,614 | $270 | 12/31/2023 | | Cresset Asset Management LLC | 11,000 | $256 | 12/31/2023 | | IBTF | 11,000 | $256 | 12/31/2023 | | Princeton Global Asset Management LLC | 10,955 | $255 | 12/31/2023 | | IBTF | 10,955 | $255 | 12/31/2023 | | Beacon Financial Planning Inc. | 10,454 | $243 | 03/31/2024 | | IBTF | 10,454 | $243 | 03/31/2024 | | Cary Street Partners Investment Advisory LLC | 10,320 | $240 | 12/31/2023 | | IBTF | 10,320 | $240 | 12/31/2023 | | Madden Advisory Services Inc. | 10,284 | $239 | 12/31/2023 | | IBTF | 10,284 | $239 | 12/31/2023 | | AllSquare Wealth Management LLC | 9,892 | $230 | 12/31/2023 | | IBTF | 9,892 | $230 | 12/31/2023 | | Advance Capital Management Inc. | 8,846 | $205 | 03/31/2024 | | IBTF | 8,846 | $205 | 03/31/2024 | | Beacon Financial Group | 8,822 | $205 | 12/31/2023 | | IBTF | 8,822 | $205 | 12/31/2023 | | Stratos Wealth Advisors LLC | 8,676 | $202 | 03/31/2024 | | IBTF | 8,676 | $202 | 03/31/2024 | | Autumn Glory Partners LLC | 8,634 | $201 | 12/31/2023 | | IBTF | 8,634 | $201 | 12/31/2023 | | Advisory Services Network LLC | 7,401 | $172 | 12/31/2023 | | IBTF | 7,401 | $172 | 12/31/2023 | | Comerica Bank | 7,167 | $167 | 12/31/2023 | | IBTF | 7,167 | $167 | 12/31/2023 | | Templeton & Phillips Capital Management LLC | 5,400 | $126 | 12/31/2023 | | IBTF | 5,400 | $126 | 12/31/2023 | | Spire Wealth Management | 4,653 | $108 | 03/31/2024 | | IBTF | 4,653 | $108 | 03/31/2024 | | AlphaCore Capital LLC | 3,400 | $79 | 12/31/2023 | | IBTF | 3,400 | $79 | 12/31/2023 | | GHP Investment Advisors Inc. | 3,273 | $76 | 03/31/2024 | | IBTF | 3,273 | $76 | 03/31/2024 | | Bogart Wealth LLC | 3,112 | $72 | 03/31/2024 | | IBTF | 3,112 | $72 | 03/31/2024 | | Colonial Trust Co SC | 3,064 | $71 | 12/31/2023 | | IBTF | 3,064 | $71 | 12/31/2023 | | Spectrum Wealth Counsel LLC | 2,858 | $67 | 12/31/2023 | | IBTF | 2,858 | $67 | 12/31/2023 | | Woodmont Investment Counsel LLC | 2,850 | $66 | 03/31/2024 | | IBTF | 2,850 | $66 | 03/31/2024 | | Harbor Investment Advisory LLC | 2,500 | $58 | 03/31/2024 | | IBTF | 2,500 | $58 | 03/31/2024 | | Capital Analysts LLC | 1,955 | $46 | 12/31/2023 | | IBTF | 1,955 | $46 | 12/31/2023 | | TD Capital Management LLC | 1,885 | $44 | 12/31/2023 | | IBTF | 1,885 | $44 | 12/31/2023 | | Crewe Advisors LLC | 1,830 | $43 | 12/31/2023 | | IBTF | 1,830 | $43 | 12/31/2023 | | JPMorgan Chase & Co. | 1,624 | $38 | 12/31/2023 | | IBTF | 1,624 | $38 | 12/31/2023 | | Robbins Farley LLC | 1,376 | $32 | 03/31/2024 | | IBTF | 1,376 | $32 | 03/31/2024 | | Ambassador Advisors LLC | 1,190 | $28 | 12/31/2023 | | IBTF | 1,190 | $28 | 12/31/2023 | | Benjamin Edwards Inc. | 1,050 | $24 | 12/31/2023 | | IBTF | 1,050 | $24 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 845 | $20 | 12/31/2023 | | IBTF | 845 | $20 | 12/31/2023 | | First PREMIER Bank | 697 | $16 | 03/31/2024 | | IBTF | 697 | $16 | 03/31/2024 | | Parkside Financial Bank & Trust | 639 | $15 | 12/31/2023 | | IBTF | 639 | $15 | 12/31/2023 | | AdvisorNet Financial Inc | 609 | $14 | 03/31/2024 | | IBTF | 609 | $14 | 03/31/2024 | | Oakworth Capital Inc. | 575 | $13 | 03/31/2024 | | IBTF | 575 | $13 | 03/31/2024 | | Penserra Capital Management LLC | 318 | $7 | 12/31/2023 | | IBTF | 318 | $7 | 12/31/2023 | | Stephens Consulting LLC | 260 | $6 | 03/31/2024 | | IBTF | 260 | $6 | 03/31/2024 | | Nemes Rush Group LLC | 47 | $1 | 12/31/2023 | | IBTF | 47 | $1 | 12/31/2023 | | FMR LLC | 3 | $0 | 12/31/2023 | | IBTF | 3 | $0 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | IBTF | 0 | $0 | 12/31/2023 | | Citigroup Inc. | 12 | $0 | 12/31/2023 | | IBTF | 12 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBTF
See Details: Top 10 Hedge Funds Holding IBTF
Also See: IBTF Holdings Changes
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