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On this page, we present all of the funds holding IBTG from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IBTG, with a link to that fund's top holdings. The next columns
indicate the amount of IBTG stock held by each of the funds holding IBTG, followed by the IBTG position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 158 funds holding IBTG within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding IBTG), click the fund name in the "Holder" column of the funds-holding-IBTG table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 2,838,446 | $64,873 | 12/31/2023 | IBTG | 2,838,446 | $64,873 | 12/31/2023 | Capital Investment Advisors LLC | 2,202,257 | $50,013 | 03/31/2024 | IBTG | 2,202,257 | $50,013 | 03/31/2024 | GWM Advisors LLC | 1,243,060 | $28,404 | 12/31/2023 | IBTG | 1,243,060 | $28,404 | 12/31/2023 | Wells Fargo & Company MN | 1,242,673 | $28,401 | 12/31/2023 | IBTG | 1,242,673 | $28,401 | 12/31/2023 | Bank of America Corp DE | 1,152,697 | $26,345 | 12/31/2023 | IBTG | 1,152,697 | $26,345 | 12/31/2023 | InterOcean Capital Group LLC | 1,002,317 | $22,908 | 12/31/2023 | IBTG | 1,002,317 | $22,908 | 12/31/2023 | Confluence Investment Management LLC | 867,969 | $19,712 | 03/31/2024 | IBTG | 867,969 | $19,712 | 03/31/2024 | UBS Group AG | 679,509 | $15,530 | 12/31/2023 | IBTG | 679,509 | $15,530 | 12/31/2023 | Bailard Inc. | 575,710 | $13,158 | 12/31/2023 | IBTG | 575,710 | $13,158 | 12/31/2023 | Stratos Wealth Partners LTD. | 569,255 | $12,928 | 03/31/2024 | IBTG | 569,255 | $12,928 | 03/31/2024 | MV Capital Management Inc. | 555,014 | $12,604 | 03/31/2024 | IBTG | 555,014 | $12,604 | 03/31/2024 | Journey Advisory Group LLC | 545,044 | $12,457 | 12/31/2023 | IBTG | 545,044 | $12,457 | 12/31/2023 | Trust Co | 515,976 | $11,718 | 03/31/2024 | IBTG | 515,976 | $11,718 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 514,055 | $11,674 | 03/31/2024 | IBTG | 514,055 | $11,674 | 03/31/2024 | Krilogy Financial LLC | 456,277 | $10,362 | 03/31/2024 | IBTG | 456,277 | $10,362 | 03/31/2024 | Commonwealth Equity Services LLC | 446,855 | $10,213 | 12/31/2023 | IBTG | 446,855 | $10,213 | 12/31/2023 | LPL Financial LLC | 439,159 | $10,037 | 12/31/2023 | IBTG | 439,159 | $10,037 | 12/31/2023 | Baltimore Washington Financial Advisors Inc. | 397,720 | $9,090 | 12/31/2023 | IBTG | 397,720 | $9,090 | 12/31/2023 | Steward Partners Investment Advisory LLC | 380,216 | $8,690 | 12/31/2023 | IBTG | 380,216 | $8,690 | 12/31/2023 | Financial Engines Advisors L.L.C. | 323,229 | $7,387 | 12/31/2023 | IBTG | 323,229 | $7,387 | 12/31/2023 | Mesirow Financial Investment Management Inc. | 317,177 | $7,203 | 03/31/2024 | IBTG | 317,177 | $7,203 | 03/31/2024 | Integrated Wealth Concepts LLC | 305,733 | $6,988 | 12/31/2023 | IBTG | 305,733 | $6,988 | 12/31/2023 | Lido Advisors LLC | 292,013 | $6,674 | 12/31/2023 | IBTG | 292,013 | $6,674 | 12/31/2023 | MKT Advisors LLC | 283,389 | $6,371 | 03/31/2024 | IBTG | 283,389 | $6,371 | 03/31/2024 | Granite Bay Wealth Management LLC | 252,000 | $5,686 | 12/31/2023 | IBTG | 252,000 | $5,686 | 12/31/2023 | Raymond James & Associates | 250,049 | $5,679 | 03/31/2024 | IBTG | 250,049 | $5,679 | 03/31/2024 | Snowden Capital Advisors LLC | 236,030 | $5,394 | 12/31/2023 | IBTG | 236,030 | $5,394 | 12/31/2023 | CENTRAL TRUST Co | 229,842 | $5,220 | 03/31/2024 | IBTG | 229,842 | $5,220 | 03/31/2024 | Cliftonlarsonallen Wealth Advisors LLC | 221,573 | $5,064 | 12/31/2023 | IBTG | 221,573 | $5,064 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 210,937 | $4,821 | 12/31/2023 | IBTG | 210,937 | $4,821 | 12/31/2023 | Mariner LLC | 202,620 | $4,631 | 12/31/2023 | IBTG | 202,620 | $4,631 | 12/31/2023 | Janney Montgomery Scott LLC | 178,275 | $4,074 | 12/31/2023 | IBTG | 178,275 | $4,074 | 12/31/2023 | Advisor Group Holdings Inc. | 155,612 | $3,556 | 12/31/2023 | IBTG | 155,612 | $3,556 | 12/31/2023 | Global Retirement Partners LLC | 152,888 | $3,472 | 03/31/2024 | IBTG | 152,888 | $3,472 | 03/31/2024 | OneAscent Financial Services LLC | 142,726 | $3,241 | 03/31/2024 | IBTG | 142,726 | $3,241 | 03/31/2024 | Country Club Bank GFN | 133,738 | $3,037 | 03/31/2024 | IBTG | 133,738 | $3,037 | 03/31/2024 | Royal Bank of Canada | 125,281 | $2,863 | 12/31/2023 | IBTG | 125,281 | $2,863 | 12/31/2023 | D.A. Davidson & CO. | 115,453 | $2,639 | 12/31/2023 | IBTG | 115,453 | $2,639 | 12/31/2023 | Allworth Financial LP | 116,178 | $2,638 | 03/31/2024 | IBTG | 116,178 | $2,638 | 03/31/2024 | HM Payson & Co. | 110,132 | $2,517 | 12/31/2023 | IBTG | 110,132 | $2,517 | 12/31/2023 | Strategic Blueprint LLC | 101,924 | $2,315 | 03/31/2024 | IBTG | 101,924 | $2,315 | 03/31/2024 | Lantz Financial LLC | 98,376 | $2,234 | 03/31/2024 | IBTG | 98,376 | $2,234 | 03/31/2024 | Accretive Wealth Partners LLC | 92,168 | $2,106 | 12/31/2023 | IBTG | 92,168 | $2,106 | 12/31/2023 | Stockman Wealth Management Inc. | 92,329 | $2,097 | 03/31/2024 | IBTG | 92,329 | $2,097 | 03/31/2024 | Atria Wealth Solutions Inc. | 87,525 | $2,000 | 12/31/2023 | IBTG | 87,525 | $2,000 | 12/31/2023 | Shelton Wealth Management LLC | 84,836 | $1,939 | 12/31/2023 | IBTG | 84,836 | $1,939 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 79,008 | $1,794 | 03/31/2024 | IBTG | 79,008 | $1,794 | 03/31/2024 | Leavell Investment Management Inc. | 77,290 | $1,755 | 03/31/2024 | IBTG | 77,290 | $1,755 | 03/31/2024 | Gradient Investments LLC | 75,934 | $1,724 | 03/31/2024 | IBTG | 75,934 | $1,724 | 03/31/2024 | Leo Wealth LLC | 74,620 | $1,705 | 12/31/2023 | IBTG | 74,620 | $1,705 | 12/31/2023 | Boston Family Office LLC | 73,482 | $1,679 | 12/31/2023 | IBTG | 73,482 | $1,679 | 12/31/2023 | Creative Planning | 72,131 | $1,649 | 12/31/2023 | IBTG | 72,131 | $1,649 | 12/31/2023 | Ameriprise Financial Inc. | 69,273 | $1,581 | 12/31/2023 | IBTG | 69,273 | $1,581 | 12/31/2023 | Stifel Financial Corp | 68,932 | $1,575 | 12/31/2023 | IBTG | 68,932 | $1,575 | 12/31/2023 | Susquehanna International Group LLP | 62,086 | $1,419 | 12/31/2023 | IBTG | 62,086 | $1,419 | 12/31/2023 | HighTower Advisors LLC | 61,444 | $1,404 | 12/31/2023 | IBTG | 61,444 | $1,404 | 12/31/2023 | Envestnet Asset Management Inc. | 57,873 | $1,323 | 12/31/2023 | IBTG | 57,873 | $1,323 | 12/31/2023 | Sontag Advisory LLC | 55,330 | $1,265 | 12/31/2023 | IBTG | 55,330 | $1,265 | 12/31/2023 | Thoroughbred Financial Services LLC | 55,027 | $1,257 | 12/31/2023 | IBTG | 55,027 | $1,257 | 12/31/2023 | Global Assets Advisory LLC | 55,321 | $1,256 | 03/31/2024 | IBTG | 55,321 | $1,256 | 03/31/2024 | Probity Advisors Inc. | 54,747 | $1,251 | 12/31/2023 | IBTG | 54,747 | $1,251 | 12/31/2023 | Associated Banc Corp | 54,363 | $1,242 | 12/31/2023 | IBTG | 54,363 | $1,242 | 12/31/2023 | Captrust Financial Advisors | 53,902 | $1,232 | 12/31/2023 | IBTG | 53,902 | $1,232 | 12/31/2023 | Phillips Financial Management LLC | 52,242 | $1,186 | 03/31/2024 | IBTG | 52,242 | $1,186 | 03/31/2024 | Baird Financial Group Inc. | 51,689 | $1,181 | 12/31/2023 | IBTG | 51,689 | $1,181 | 12/31/2023 | Horizons Wealth Management | 51,193 | $1,170 | 03/31/2024 | IBTG | 51,193 | $1,170 | 03/31/2024 | Park Avenue Securities LLC | 49,773 | $1,130 | 03/31/2024 | IBTG | 49,773 | $1,130 | 03/31/2024 | Scissortail Wealth Management LLC | 49,101 | $1,123 | 12/31/2023 | IBTG | 49,101 | $1,123 | 12/31/2023 | Montecito Bank & Trust | 49,031 | $1,113 | 03/31/2024 | IBTG | 49,031 | $1,113 | 03/31/2024 | Mill Creek Capital Advisors LLC | 45,880 | $1,049 | 12/31/2023 | IBTG | 45,880 | $1,049 | 12/31/2023 | CWM LLC | 46,114 | $1,047 | 03/31/2024 | IBTG | 46,114 | $1,047 | 03/31/2024 | Cetera Investment Advisers | 44,756 | $1,023 | 12/31/2023 | IBTG | 44,756 | $1,023 | 12/31/2023 | IFP Advisors Inc | 39,191 | $896 | 12/31/2023 | IBTG | 39,191 | $896 | 12/31/2023 | Austin Private Wealth LLC | 37,891 | $857 | 03/31/2024 | IBTG | 37,891 | $857 | 03/31/2024 | Thrivent Financial for Lutherans | 33,332 | $762 | 12/31/2023 | IBTG | 33,332 | $762 | 12/31/2023 | Gould Asset Management LLC CA | 32,710 | $748 | 12/31/2023 | IBTG | 32,710 | $748 | 12/31/2023 | AE Wealth Management LLC | 31,741 | $725 | 12/31/2023 | IBTG | 31,741 | $725 | 12/31/2023 | Essential Planning LLC. | 30,874 | $706 | 12/31/2023 | IBTG | 30,874 | $706 | 12/31/2023 | Compass Ion Advisors LLC | 29,819 | $677 | 03/31/2024 | IBTG | 29,819 | $677 | 03/31/2024 | Brookstone Capital Management | 29,421 | $668 | 03/31/2024 | IBTG | 29,421 | $668 | 03/31/2024 | Regal Investment Advisors LLC | 27,845 | $636 | 12/31/2023 | IBTG | 27,845 | $636 | 12/31/2023 | Reliant Wealth Planning | 27,226 | $622 | 12/31/2023 | IBTG | 27,226 | $622 | 12/31/2023 | Element Wealth LLC | 26,819 | $613 | 12/31/2023 | IBTG | 26,819 | $613 | 12/31/2023 | Foundry Financial Group Inc. | 24,851 | $568 | 12/31/2023 | IBTG | 24,851 | $568 | 12/31/2023 | Kestra Advisory Services LLC | 24,240 | $554 | 12/31/2023 | IBTG | 24,240 | $554 | 12/31/2023 | Cerity Partners LLC | 23,877 | $546 | 12/31/2023 | IBTG | 23,877 | $546 | 12/31/2023 | Sigma Planning Corp | 23,378 | $534 | 12/31/2023 | IBTG | 23,378 | $534 | 12/31/2023 | Evexia Wealth LLC | 23,407 | $533 | 12/31/2023 | IBTG | 23,407 | $533 | 12/31/2023 | Conrad Siegel Investment Advisors Inc. | 22,642 | $514 | 03/31/2024 | IBTG | 22,642 | $514 | 03/31/2024 | Richard P Slaughter Associates Inc | 22,503 | $511 | 03/31/2024 | IBTG | 22,503 | $511 | 03/31/2024 | CIBC World Markets Inc. | 21,680 | $496 | 12/31/2023 | IBTG | 21,680 | $496 | 12/31/2023 | BCS Wealth Management | 20,607 | $468 | 03/31/2024 | IBTG | 20,607 | $468 | 03/31/2024 | Howland Capital Management LLC | 20,345 | $465 | 12/31/2023 | IBTG | 20,345 | $465 | 12/31/2023 | Kestra Private Wealth Services LLC | 19,938 | $456 | 12/31/2023 | IBTG | 19,938 | $456 | 12/31/2023 | Hara Capital LLC | 19,763 | $449 | 03/31/2024 | IBTG | 19,763 | $449 | 03/31/2024 | Barrett & Company Inc. | 19,412 | $441 | 03/31/2024 | IBTG | 19,412 | $441 | 03/31/2024 | International Assets Investment Management LLC | 19,475 | $440 | 03/31/2024 | IBTG | 19,475 | $440 | 03/31/2024 | Private Advisor Group LLC | 18,139 | $415 | 12/31/2023 | IBTG | 18,139 | $415 | 12/31/2023 | Straight Path Wealth Management | 18,032 | $412 | 12/31/2023 | IBTG | 18,032 | $412 | 12/31/2023 | Equitable Holdings Inc. | 17,865 | $408 | 12/31/2023 | IBTG | 17,865 | $408 | 12/31/2023 | Mendota Financial Group LLC | 17,729 | $403 | 03/31/2024 | IBTG | 17,729 | $403 | 03/31/2024 | Pinnacle Bank | 17,160 | $390 | 03/31/2024 | IBTG | 17,160 | $390 | 03/31/2024 | 4J Wealth Management LLC | 17,155 | $390 | 03/31/2024 | IBTG | 17,155 | $390 | 03/31/2024 | Perigon Wealth Management LLC | 16,822 | $384 | 12/31/2023 | IBTG | 16,822 | $384 | 12/31/2023 | Stephens Consulting LLC | 16,319 | $371 | 03/31/2024 | IBTG | 16,319 | $371 | 03/31/2024 | Greenfield Savings Bank | 16,153 | $367 | 03/31/2024 | IBTG | 16,153 | $367 | 03/31/2024 | Duncker Streett & Co. Inc. | 15,861 | $360 | 03/31/2024 | IBTG | 15,861 | $360 | 03/31/2024 | Signature Wealth Management Group | 15,835 | $357 | 03/31/2024 | IBTG | 15,835 | $357 | 03/31/2024 | CFS Investment Advisory Services LLC | 15,549 | $355 | 12/31/2023 | IBTG | 15,549 | $355 | 12/31/2023 | Yoder Wealth Management Inc. | 15,422 | $350 | 03/31/2024 | IBTG | 15,422 | $350 | 03/31/2024 | W.H. Cornerstone Investments Inc. | 15,205 | $348 | 12/31/2023 | IBTG | 15,205 | $348 | 12/31/2023 | Beacon Pointe Advisors LLC | 14,992 | $343 | 12/31/2023 | IBTG | 14,992 | $343 | 12/31/2023 | CIBC Private Wealth Group LLC | 14,700 | $336 | 12/31/2023 | IBTG | 14,700 | $336 | 12/31/2023 | Focused Wealth Management Inc | 14,257 | $326 | 12/31/2023 | IBTG | 14,257 | $326 | 12/31/2023 | Change Path LLC | 14,200 | $325 | 12/31/2023 | IBTG | 14,200 | $325 | 12/31/2023 | Spectrum Asset Management Inc. NB CA | 13,958 | $317 | 03/31/2024 | IBTG | 13,958 | $317 | 03/31/2024 | Granite Harbor Advisors Inc. | 13,809 | $316 | 12/31/2023 | IBTG | 13,809 | $316 | 12/31/2023 | Cetera Advisors LLC | 13,665 | $312 | 12/31/2023 | IBTG | 13,665 | $312 | 12/31/2023 | Principal Securities Inc. | 13,464 | $308 | 12/31/2023 | IBTG | 13,464 | $308 | 12/31/2023 | Safeguard Financial LLC | 13,315 | $302 | 03/31/2024 | IBTG | 13,315 | $302 | 03/31/2024 | Atlantic Private Wealth LLC | 13,120 | $300 | 12/31/2023 | IBTG | 13,120 | $300 | 12/31/2023 | Mascoma Wealth Management LLC | 12,648 | $289 | 12/31/2023 | IBTG | 12,648 | $289 | 12/31/2023 | Autumn Glory Partners LLC | 12,558 | $287 | 12/31/2023 | IBTG | 12,558 | $287 | 12/31/2023 | Apollon Wealth Management LLC | 12,361 | $283 | 12/31/2023 | IBTG | 12,361 | $283 | 12/31/2023 | Strategic Financial Concepts LLC | 12,066 | $274 | 03/31/2024 | IBTG | 12,066 | $274 | 03/31/2024 | Highland Financial Advisors LLC | 11,027 | $252 | 12/31/2023 | IBTG | 11,027 | $252 | 12/31/2023 | Valmark Advisers Inc. | 10,612 | $243 | 12/31/2023 | IBTG | 10,612 | $243 | 12/31/2023 | WASHINGTON TRUST Co | 10,650 | $242 | 03/31/2024 | IBTG | 10,650 | $242 | 03/31/2024 | Rockefeller Capital Management L.P. | 10,423 | $238 | 12/31/2023 | IBTG | 10,423 | $238 | 12/31/2023 | Trinity Wealth Management LLC | 10,299 | $234 | 03/31/2024 | IBTG | 10,299 | $234 | 03/31/2024 | Cetera Advisor Networks LLC | 10,045 | $230 | 12/31/2023 | IBTG | 10,045 | $230 | 12/31/2023 | MML Investors Services LLC | 9,439 | $216 | 12/31/2023 | IBTG | 9,439 | $216 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 9,266 | $212 | 12/31/2023 | IBTG | 9,266 | $212 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 8,809 | $201 | 12/31/2023 | IBTG | 8,809 | $201 | 12/31/2023 | Pineridge Advisors LLC | 8,750 | $200 | 12/31/2023 | IBTG | 8,750 | $200 | 12/31/2023 | Hills Bank & Trust Co | 7,657 | $175 | 12/31/2023 | IBTG | 7,657 | $175 | 12/31/2023 | Montag A & Associates Inc. | 7,079 | $162 | 12/31/2023 | IBTG | 7,079 | $162 | 12/31/2023 | Laurel Wealth Advisors LLC | 6,200 | $142 | 12/31/2023 | IBTG | 6,200 | $142 | 12/31/2023 | AdvisorNet Financial Inc | 5,818 | $132 | 03/31/2024 | IBTG | 5,818 | $132 | 03/31/2024 | PSI Advisors LLC | 3,853 | $88 | 03/31/2024 | IBTG | 3,853 | $88 | 03/31/2024 | Private Trust Co. NA | 3,293 | $75 | 03/31/2024 | IBTG | 3,293 | $75 | 03/31/2024 | Bogart Wealth LLC | 3,225 | $73 | 03/31/2024 | IBTG | 3,225 | $73 | 03/31/2024 | Spectrum Wealth Counsel LLC | 2,929 | $67 | 12/31/2023 | IBTG | 2,929 | $67 | 12/31/2023 | Capital Analysts LLC | 2,004 | $46 | 12/31/2023 | IBTG | 2,004 | $46 | 12/31/2023 | TD Capital Management LLC | 1,921 | $44 | 12/31/2023 | IBTG | 1,921 | $44 | 12/31/2023 | FinTrust Capital Advisors LLC | 1,562 | $36 | 12/31/2023 | IBTG | 1,562 | $36 | 12/31/2023 | Advisory Services Network LLC | 1,534 | $35 | 12/31/2023 | IBTG | 1,534 | $35 | 12/31/2023 | Robbins Farley LLC | 1,414 | $32 | 03/31/2024 | IBTG | 1,414 | $32 | 03/31/2024 | Cherry Tree Wealth Management LLC | 1,336 | $31 | 12/31/2023 | IBTG | 1,336 | $31 | 12/31/2023 | JPMorgan Chase & Co. | 730 | $17 | 12/31/2023 | IBTG | 730 | $17 | 12/31/2023 | First PREMIER Bank | 697 | $16 | 03/31/2024 | IBTG | 697 | $16 | 03/31/2024 | Oliver Lagore Vanvalin Investment Group | 719 | $16 | 12/31/2023 | IBTG | 719 | $16 | 12/31/2023 | HHM Wealth Advisors LLC | 589 | $13 | 12/31/2023 | IBTG | 589 | $13 | 12/31/2023 | US Bancorp DE | 500 | $11 | 12/31/2023 | IBTG | 500 | $11 | 12/31/2023 | Penserra Capital Management LLC | 325 | $7 | 12/31/2023 | IBTG | 325 | $7 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 218 | $5 | 12/31/2023 | IBTG | 218 | $5 | 12/31/2023 | AllSquare Wealth Management LLC | 36 | $1 | 12/31/2023 | IBTG | 36 | $1 | 12/31/2023 | Nemes Rush Group LLC | 48 | $1 | 12/31/2023 | IBTG | 48 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | IBTG | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBTG
See Details: Top 10 Hedge Funds Holding IBTG
Also See: IBTG Holdings Changes
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