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On this page, we present all of the funds holding IBTJ from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IBTJ, with a link to that fund's top holdings. The next columns
indicate the amount of IBTJ stock held by each of the funds holding IBTJ, followed by the IBTJ position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 78 funds holding IBTJ within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Atwood & Palmer Inc.. For more details on the positions held by Atwood & Palmer Inc.
(or by any of the other funds holding IBTJ), click the fund name in the "Holder" column of the funds-holding-IBTJ table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Atwood & Palmer Inc. | 926,690 | $19,924 | 03/31/2024 | | IBTJ | 926,690 | $19,924 | 03/31/2024 | | Hengehold Capital Management LLC | 579,247 | $12,454 | 03/31/2024 | | IBTJ | 579,247 | $12,454 | 03/31/2024 | | Wells Fargo & Company MN | 499,299 | $10,875 | 12/31/2023 | | IBTJ | 499,299 | $10,875 | 12/31/2023 | | Waycross Investment Management Co | 436,594 | $9,387 | 03/31/2024 | | IBTJ | 436,594 | $9,387 | 03/31/2024 | | Bank of America Corp DE | 365,551 | $7,962 | 12/31/2023 | | IBTJ | 365,551 | $7,962 | 12/31/2023 | | Confluence Investment Management LLC | 366,684 | $7,884 | 03/31/2024 | | IBTJ | 366,684 | $7,884 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 152,344 | $3,275 | 03/31/2024 | | IBTJ | 152,344 | $3,275 | 03/31/2024 | | UBS Group AG | 143,864 | $3,133 | 12/31/2023 | | IBTJ | 143,864 | $3,133 | 12/31/2023 | | 1858 Wealth Management LLC | 128,435 | $2,797 | 03/31/2024 | | IBTJ | 128,435 | $2,797 | 03/31/2024 | | D.A. Davidson & CO. | 128,419 | $2,797 | 12/31/2023 | | IBTJ | 128,419 | $2,797 | 12/31/2023 | | Stockman Wealth Management Inc. | 125,276 | $2,693 | 03/31/2024 | | IBTJ | 125,276 | $2,693 | 03/31/2024 | | Altus Wealth Group LLC | 118,414 | $2,579 | 12/31/2023 | | IBTJ | 118,414 | $2,579 | 12/31/2023 | | Stifel Financial Corp | 104,723 | $2,281 | 12/31/2023 | | IBTJ | 104,723 | $2,281 | 12/31/2023 | | Accretive Wealth Partners LLC | 99,096 | $2,158 | 12/31/2023 | | IBTJ | 99,096 | $2,158 | 12/31/2023 | | LPL Financial LLC | 97,839 | $2,131 | 12/31/2023 | | IBTJ | 97,839 | $2,131 | 12/31/2023 | | Probity Advisors Inc. | 96,009 | $2,091 | 12/31/2023 | | IBTJ | 96,009 | $2,091 | 12/31/2023 | | Commonwealth Equity Services LLC | 90,880 | $1,979 | 12/31/2023 | | IBTJ | 90,880 | $1,979 | 12/31/2023 | | Shelton Wealth Management LLC | 90,125 | $1,963 | 12/31/2023 | | IBTJ | 90,125 | $1,963 | 12/31/2023 | | CENTRAL TRUST Co | 90,594 | $1,948 | 03/31/2024 | | IBTJ | 90,594 | $1,948 | 03/31/2024 | | Ameriprise Financial Inc. | 88,746 | $1,933 | 12/31/2023 | | IBTJ | 88,746 | $1,933 | 12/31/2023 | | Royal Bank of Canada | 79,785 | $1,738 | 12/31/2023 | | IBTJ | 79,785 | $1,738 | 12/31/2023 | | Atlantic Private Wealth LLC | 68,381 | $1,489 | 12/31/2023 | | IBTJ | 68,381 | $1,489 | 12/31/2023 | | FF Advisors LLC | 66,561 | $1,431 | 03/31/2024 | | IBTJ | 66,561 | $1,431 | 03/31/2024 | | Equitable Holdings Inc. | 65,442 | $1,425 | 12/31/2023 | | IBTJ | 65,442 | $1,425 | 12/31/2023 | | MV Capital Management Inc. | 65,571 | $1,410 | 03/31/2024 | | IBTJ | 65,571 | $1,410 | 03/31/2024 | | Park Avenue Securities LLC | 54,938 | $1,181 | 03/31/2024 | | IBTJ | 54,938 | $1,181 | 03/31/2024 | | GWM Advisors LLC | 50,731 | $1,105 | 12/31/2023 | | IBTJ | 50,731 | $1,105 | 12/31/2023 | | Jane Street Group LLC | 41,975 | $914 | 12/31/2023 | | IBTJ | 41,975 | $914 | 12/31/2023 | | Stratos Wealth Partners LTD. | 41,081 | $883 | 03/31/2024 | | IBTJ | 41,081 | $883 | 03/31/2024 | | Associated Banc Corp | 40,145 | $874 | 12/31/2023 | | IBTJ | 40,145 | $874 | 12/31/2023 | | HighTower Advisors LLC | 39,597 | $861 | 12/31/2023 | | IBTJ | 39,597 | $861 | 12/31/2023 | | Envestnet Asset Management Inc. | 37,888 | $825 | 12/31/2023 | | IBTJ | 37,888 | $825 | 12/31/2023 | | Morgan Stanley | 37,596 | $819 | 12/31/2023 | | IBTJ | 37,596 | $819 | 12/31/2023 | | Susquehanna International Group LLP | 36,894 | $804 | 12/31/2023 | | IBTJ | 36,894 | $804 | 12/31/2023 | | IFP Advisors Inc | 32,142 | $700 | 12/31/2023 | | IBTJ | 32,142 | $700 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 31,841 | $693 | 12/31/2023 | | IBTJ | 31,841 | $693 | 12/31/2023 | | Krilogy Financial LLC | 29,670 | $638 | 03/31/2024 | | IBTJ | 29,670 | $638 | 03/31/2024 | | Snowden Capital Advisors LLC | 27,951 | $609 | 12/31/2023 | | IBTJ | 27,951 | $609 | 12/31/2023 | | Mutual Advisors LLC | 26,602 | $579 | 12/31/2023 | | IBTJ | 26,602 | $579 | 12/31/2023 | | Sowell Financial Services LLC | 25,838 | $563 | 12/31/2023 | | IBTJ | 25,838 | $563 | 12/31/2023 | | Compass Ion Advisors LLC | 24,207 | $520 | 03/31/2024 | | IBTJ | 24,207 | $520 | 03/31/2024 | | Cetera Advisors LLC | 21,934 | $478 | 12/31/2023 | | IBTJ | 21,934 | $478 | 12/31/2023 | | Advisor Group Holdings Inc. | 20,980 | $457 | 12/31/2023 | | IBTJ | 20,980 | $457 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 20,842 | $454 | 12/31/2023 | | IBTJ | 20,842 | $454 | 12/31/2023 | | Mendota Financial Group LLC | 18,838 | $405 | 03/31/2024 | | IBTJ | 18,838 | $405 | 03/31/2024 | | Cetera Investment Advisers | 18,574 | $405 | 12/31/2023 | | IBTJ | 18,574 | $405 | 12/31/2023 | | Resonant Capital Advisors LLC | 16,260 | $354 | 12/31/2023 | | IBTJ | 16,260 | $354 | 12/31/2023 | | Cerity Partners LLC | 16,162 | $352 | 12/31/2023 | | IBTJ | 16,162 | $352 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 15,039 | $328 | 12/31/2023 | | IBTJ | 15,039 | $328 | 12/31/2023 | | Integrated Wealth Concepts LLC | 13,847 | $302 | 12/31/2023 | | IBTJ | 13,847 | $302 | 12/31/2023 | | Hara Capital LLC | 13,421 | $289 | 03/31/2024 | | IBTJ | 13,421 | $289 | 03/31/2024 | | Apollon Wealth Management LLC | 13,172 | $287 | 12/31/2023 | | IBTJ | 13,172 | $287 | 12/31/2023 | | Cliftonlarsonallen Wealth Advisors LLC | 12,878 | $280 | 12/31/2023 | | IBTJ | 12,878 | $280 | 12/31/2023 | | Highland Financial Advisors LLC | 11,698 | $255 | 12/31/2023 | | IBTJ | 11,698 | $255 | 12/31/2023 | | James Investment Research Inc. | 11,446 | $249 | 12/31/2023 | | IBTJ | 11,446 | $249 | 12/31/2023 | | Principal Securities Inc. | 10,689 | $233 | 12/31/2023 | | IBTJ | 10,689 | $233 | 12/31/2023 | | Raymond James & Associates | 10,754 | $231 | 03/31/2024 | | IBTJ | 10,754 | $231 | 03/31/2024 | | Yoder Wealth Management Inc. | 10,600 | $228 | 03/31/2024 | | IBTJ | 10,600 | $228 | 03/31/2024 | | BCS Wealth Management | 9,991 | $215 | 03/31/2024 | | IBTJ | 9,991 | $215 | 03/31/2024 | | Greenfield Savings Bank | 9,917 | $213 | 03/31/2024 | | IBTJ | 9,917 | $213 | 03/31/2024 | | REDW Wealth LLC | 9,708 | $211 | 12/31/2023 | | IBTJ | 9,708 | $211 | 12/31/2023 | | WASHINGTON TRUST Co | 9,500 | $204 | 03/31/2024 | | IBTJ | 9,500 | $204 | 03/31/2024 | | Bank of Montreal Can | 6,229 | $133 | 12/31/2023 | | IBTJ | 6,229 | $133 | 12/31/2023 | | FinTrust Capital Advisors LLC | 4,299 | $94 | 12/31/2023 | | IBTJ | 4,299 | $94 | 12/31/2023 | | First PREMIER Bank | 3,482 | $75 | 03/31/2024 | | IBTJ | 3,482 | $75 | 03/31/2024 | | Bogart Wealth LLC | 3,204 | $69 | 03/31/2024 | | IBTJ | 3,204 | $69 | 03/31/2024 | | CWM LLC | 2,724 | $59 | 03/31/2024 | | IBTJ | 2,724 | $59 | 03/31/2024 | | Global Retirement Partners LLC | 2,289 | $49 | 03/31/2024 | | IBTJ | 2,289 | $49 | 03/31/2024 | | Capital Analysts LLC | 2,126 | $46 | 12/31/2023 | | IBTJ | 2,126 | $46 | 12/31/2023 | | TD Capital Management LLC | 1,918 | $42 | 12/31/2023 | | IBTJ | 1,918 | $42 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 1,780 | $39 | 12/31/2023 | | IBTJ | 1,780 | $39 | 12/31/2023 | | Evergreen Private Wealth LLC | 1,168 | $25 | 03/31/2024 | | IBTJ | 1,168 | $25 | 03/31/2024 | | Benjamin Edwards Inc. | 1,170 | $25 | 12/31/2023 | | IBTJ | 1,170 | $25 | 12/31/2023 | | Grove Bank & Trust | 1,125 | $25 | 12/31/2023 | | IBTJ | 1,125 | $25 | 12/31/2023 | | Allworth Financial LP | 948 | $20 | 03/31/2024 | | IBTJ | 948 | $20 | 03/31/2024 | | Advisory Services Network LLC | 507 | $11 | 12/31/2023 | | IBTJ | 507 | $11 | 12/31/2023 | | Barrett & Company Inc. | 400 | $9 | 03/31/2024 | | IBTJ | 400 | $9 | 03/31/2024 | | Cherry Tree Wealth Management LLC | 160 | $3 | 12/31/2023 | | IBTJ | 160 | $3 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | IBTJ | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBTJ
See Details: Top 10 Hedge Funds Holding IBTJ
Also See: IBTJ Holdings Changes
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