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On this page, we present all of the funds holding IBTK from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IBTK, with a link to that fund's top holdings. The next columns
indicate the amount of IBTK stock held by each of the funds holding IBTK, followed by the IBTK position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 70 funds holding IBTK within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN
(or by any of the other funds holding IBTK), click the fund name in the "Holder" column of the funds-holding-IBTK table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Wells Fargo & Company MN | 1,931,485 | $38,089 | 12/31/2023 | IBTK | 1,931,485 | $38,089 | 12/31/2023 | Atwood & Palmer Inc. | 952,675 | $18,501 | 03/31/2024 | IBTK | 952,675 | $18,501 | 03/31/2024 | Nottingham Advisors Inc. | 778,666 | $15,355 | 12/31/2023 | IBTK | 778,666 | $15,355 | 12/31/2023 | Waycross Investment Management Co | 532,956 | $10,350 | 03/31/2024 | IBTK | 532,956 | $10,350 | 03/31/2024 | Bank of America Corp DE | 506,944 | $9,997 | 12/31/2023 | IBTK | 506,944 | $9,997 | 12/31/2023 | Confluence Investment Management LLC | 408,958 | $7,942 | 03/31/2024 | IBTK | 408,958 | $7,942 | 03/31/2024 | Raymond James & Associates | 350,755 | $6,812 | 03/31/2024 | IBTK | 350,755 | $6,812 | 03/31/2024 | Krilogy Financial LLC | 332,073 | $6,449 | 03/31/2024 | IBTK | 332,073 | $6,449 | 03/31/2024 | TMD Wealth Management LLC | 300,940 | $5,935 | 12/31/2023 | IBTK | 300,940 | $5,935 | 12/31/2023 | Legacy Private Trust Co. | 253,981 | $4,932 | 03/31/2024 | IBTK | 253,981 | $4,932 | 03/31/2024 | Cetera Advisors LLC | 125,573 | $2,476 | 12/31/2023 | IBTK | 125,573 | $2,476 | 12/31/2023 | UBS Group AG | 125,537 | $2,476 | 12/31/2023 | IBTK | 125,537 | $2,476 | 12/31/2023 | LPL Financial LLC | 119,535 | $2,357 | 12/31/2023 | IBTK | 119,535 | $2,357 | 12/31/2023 | Accretive Wealth Partners LLC | 110,262 | $2,174 | 12/31/2023 | IBTK | 110,262 | $2,174 | 12/31/2023 | Stockman Wealth Management Inc. | 109,356 | $2,124 | 03/31/2024 | IBTK | 109,356 | $2,124 | 03/31/2024 | Morgan Stanley | 107,143 | $2,113 | 12/31/2023 | IBTK | 107,143 | $2,113 | 12/31/2023 | Probity Advisors Inc. | 106,098 | $2,092 | 12/31/2023 | IBTK | 106,098 | $2,092 | 12/31/2023 | Country Club Bank GFN | 104,463 | $2,029 | 03/31/2024 | IBTK | 104,463 | $2,029 | 03/31/2024 | Ameriprise Financial Inc. | 98,559 | $1,944 | 12/31/2023 | IBTK | 98,559 | $1,944 | 12/31/2023 | CENTRAL TRUST Co | 79,946 | $1,553 | 03/31/2024 | IBTK | 79,946 | $1,553 | 03/31/2024 | FF Advisors LLC | 73,640 | $1,430 | 03/31/2024 | IBTK | 73,640 | $1,430 | 03/31/2024 | HighTower Advisors LLC | 68,881 | $1,357 | 12/31/2023 | IBTK | 68,881 | $1,357 | 12/31/2023 | Royal Bank of Canada | 66,683 | $1,315 | 12/31/2023 | IBTK | 66,683 | $1,315 | 12/31/2023 | Envestnet Asset Management Inc. | 62,619 | $1,235 | 12/31/2023 | IBTK | 62,619 | $1,235 | 12/31/2023 | Flow Traders U.S. LLC | 59,967 | $1,183 | 12/31/2023 | IBTK | 59,967 | $1,183 | 12/31/2023 | Jane Street Group LLC | 59,496 | $1,173 | 12/31/2023 | IBTK | 59,496 | $1,173 | 12/31/2023 | Susquehanna International Group LLP | 59,015 | $1,164 | 12/31/2023 | IBTK | 59,015 | $1,164 | 12/31/2023 | GWM Advisors LLC | 57,799 | $1,140 | 12/31/2023 | IBTK | 57,799 | $1,140 | 12/31/2023 | D.A. Davidson & CO. | 57,504 | $1,134 | 12/31/2023 | IBTK | 57,504 | $1,134 | 12/31/2023 | Kestra Advisory Services LLC | 57,015 | $1,124 | 12/31/2023 | IBTK | 57,015 | $1,124 | 12/31/2023 | Park Avenue Securities LLC | 50,170 | $974 | 03/31/2024 | IBTK | 50,170 | $974 | 03/31/2024 | Atlantic Private Wealth LLC | 48,144 | $949 | 12/31/2023 | IBTK | 48,144 | $949 | 12/31/2023 | NBC Securities Inc. | 39,944 | $775 | 03/31/2024 | IBTK | 39,944 | $775 | 03/31/2024 | Stony Point Wealth Management Inc. | 38,819 | $754 | 03/31/2024 | IBTK | 38,819 | $754 | 03/31/2024 | Stifel Financial Corp | 32,180 | $635 | 12/31/2023 | IBTK | 32,180 | $635 | 12/31/2023 | Commonwealth Equity Services LLC | 31,448 | $620 | 12/31/2023 | IBTK | 31,448 | $620 | 12/31/2023 | IFP Advisors Inc | 31,201 | $615 | 12/31/2023 | IBTK | 31,201 | $615 | 12/31/2023 | InterOcean Capital Group LLC | 30,291 | $597 | 12/31/2023 | IBTK | 30,291 | $597 | 12/31/2023 | Mechanics Bank Trust Department | 29,000 | $563 | 03/31/2024 | IBTK | 29,000 | $563 | 03/31/2024 | Snowden Capital Advisors LLC | 28,254 | $557 | 12/31/2023 | IBTK | 28,254 | $557 | 12/31/2023 | Yoder Wealth Management Inc. | 27,352 | $531 | 03/31/2024 | IBTK | 27,352 | $531 | 03/31/2024 | Compass Ion Advisors LLC | 26,997 | $524 | 03/31/2024 | IBTK | 26,997 | $524 | 03/31/2024 | Goldman Sachs Group Inc. | 26,294 | $519 | 12/31/2023 | IBTK | 26,294 | $519 | 12/31/2023 | Community Bank N.A. | 26,005 | $513 | 12/31/2023 | IBTK | 26,005 | $513 | 12/31/2023 | Proequities Inc. | 25,621 | $505 | 12/31/2023 | IBTK | 25,621 | $505 | 12/31/2023 | Arlington Capital Management Inc. | 25,195 | $489 | 03/31/2024 | IBTK | 25,195 | $489 | 03/31/2024 | Integrated Wealth Concepts LLC | 24,567 | $484 | 12/31/2023 | IBTK | 24,567 | $484 | 12/31/2023 | MV Capital Management Inc. | 24,685 | $479 | 03/31/2024 | IBTK | 24,685 | $479 | 03/31/2024 | Advisor Group Holdings Inc. | 22,235 | $438 | 12/31/2023 | IBTK | 22,235 | $438 | 12/31/2023 | Mendota Financial Group LLC | 20,893 | $406 | 03/31/2024 | IBTK | 20,893 | $406 | 03/31/2024 | Cetera Investment Advisers | 19,273 | $380 | 12/31/2023 | IBTK | 19,273 | $380 | 12/31/2023 | Financial Engines Advisors L.L.C. | 18,763 | $370 | 12/31/2023 | IBTK | 18,763 | $370 | 12/31/2023 | Equitable Holdings Inc. | 17,215 | $339 | 12/31/2023 | IBTK | 17,215 | $339 | 12/31/2023 | Stratos Wealth Partners LTD. | 15,910 | $309 | 03/31/2024 | IBTK | 15,910 | $309 | 03/31/2024 | Citadel Advisors LLC | 14,849 | $293 | 12/31/2023 | IBTK | 14,849 | $293 | 12/31/2023 | James Investment Research Inc. | 14,350 | $283 | 12/31/2023 | IBTK | 14,350 | $283 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 14,020 | $276 | 12/31/2023 | IBTK | 14,020 | $276 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 12,973 | $256 | 12/31/2023 | IBTK | 12,973 | $256 | 12/31/2023 | WASHINGTON TRUST Co | 12,300 | $239 | 03/31/2024 | IBTK | 12,300 | $239 | 03/31/2024 | BCS Wealth Management | 11,167 | $217 | 03/31/2024 | IBTK | 11,167 | $217 | 03/31/2024 | FinTrust Capital Advisors LLC | 4,474 | $88 | 12/31/2023 | IBTK | 4,474 | $88 | 12/31/2023 | Comerica Bank | 3,140 | $62 | 12/31/2023 | IBTK | 3,140 | $62 | 12/31/2023 | Capital Analysts LLC | 2,354 | $46 | 12/31/2023 | IBTK | 2,354 | $46 | 12/31/2023 | Bogart Wealth LLC | 2,128 | $41 | 03/31/2024 | IBTK | 2,128 | $41 | 03/31/2024 | TD Capital Management LLC | 2,101 | $41 | 12/31/2023 | IBTK | 2,101 | $41 | 12/31/2023 | Allworth Financial LP | 1,053 | $20 | 03/31/2024 | IBTK | 1,053 | $20 | 03/31/2024 | First PREMIER Bank | 627 | $12 | 03/31/2024 | IBTK | 627 | $12 | 03/31/2024 | Advisory Services Network LLC | 558 | $11 | 12/31/2023 | IBTK | 558 | $11 | 12/31/2023 | Parkside Financial Bank & Trust | 487 | $10 | 12/31/2023 | IBTK | 487 | $10 | 12/31/2023 | Barrett & Company Inc. | 400 | $8 | 03/31/2024 | IBTK | 400 | $8 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 101 | $2 | 12/31/2023 | IBTK | 101 | $2 | 12/31/2023 |
See Summary: Institutional Holders of IBTK
See Details: Top 10 Hedge Funds Holding IBTK
Also See: IBTK Holdings Changes
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