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|
|
This page summarizes the IBB holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether IBB is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IBB Share Count |
|---|
| Capital Investment Advisory Services LLC |
132 |
4,444 |
+4,312 |
+3266.67% |
| Global Retirement Partners LLC |
1,872 |
12,546 |
+10,674 |
+570.19% |
| SJS Investment Consulting Inc. |
21 |
122 |
+101 |
+480.95% |
| Asset Dedication LLC |
130 |
472 |
+342 |
+263.08% |
| Pacifica Partners Inc. |
110 |
240 |
+130 |
+118.18% |
| PFG Investments LLC |
4,397 |
9,264 |
+4,867 |
+110.69% |
| Stratos Wealth Partners LTD. |
10,644 |
16,985 |
+6,341 |
+59.57% |
| Ashton Thomas Private Wealth LLC |
3,507 |
5,291 |
+1,784 |
+50.87% |
| First Horizon Advisors Inc. |
2,193 |
3,230 |
+1,037 |
+47.29% |
| Newbridge Financial Services Group Inc. |
311 |
454 |
+143 |
+45.98% |
| Dakota Wealth Management |
12,313 |
17,668 |
+5,355 |
+43.49% |
| Wesbanco Bank Inc. |
3,476 |
4,676 |
+1,200 |
+34.52% |
| JTC Employer Solutions Trusteee Ltd |
2,214 |
2,909 |
+695 |
+31.39% |
| Spire Wealth Management |
1,806 |
2,367 |
+561 |
+31.06% |
| West Coast Financial LLC |
2,400 |
3,000 |
+600 |
+25.00% |
| Financial Perspectives Inc |
421 |
519 |
+98 |
+23.28% |
| Wealthfront Advisers LLC |
8,776 |
10,709 |
+1,933 |
+22.03% |
| Chemistry Wealth Management LLC |
2,951 |
3,560 |
+609 |
+20.64% |
| Register Financial Advisors LLC |
884 |
1,034 |
+150 |
+16.97% |
| Cora Capital Advisors LLC |
1,644 |
1,909 |
+265 |
+16.12% |
| Steel Peak Wealth Management LLC |
6,797 |
7,763 |
+966 |
+14.21% |
| Raymond James Financial Services Advisors Inc. |
153,692 |
174,225 |
+20,533 |
+13.36% |
| Wiley BROS. Aintree Capital LLC |
5,663 |
6,383 |
+720 |
+12.71% |
| Traynor Capital Management Inc. |
19,213 |
21,507 |
+2,294 |
+11.94% |
| Bogart Wealth LLC |
476 |
531 |
+55 |
+11.55% |
| Charter Trust Co. |
14,610 |
16,125 |
+1,515 |
+10.37% |
| Toth Financial Advisory Corp |
32,187 |
35,433 |
+3,246 |
+10.08% |
| Summit Financial Group Inc. |
9,279 |
10,149 |
+870 |
+9.38% |
| Essex Financial Services Inc. |
6,465 |
7,045 |
+580 |
+8.97% |
| Banque Cantonale Vaudoise |
18,351 |
19,794 |
+1,443 |
+7.86% |
| Cedar Brook Financial Partners LLC |
6,943 |
7,426 |
+483 |
+6.96% |
| Perkins Coie Trust Co |
23,509 |
25,101 |
+1,592 |
+6.77% |
| Wealth Enhancement Advisory Services LLC |
37,444 |
39,967 |
+2,523 |
+6.74% |
| Stratos Wealth Advisors LLC |
3,803 |
4,025 |
+222 |
+5.84% |
| WealthCare Investment Partners LLC |
9,043 |
9,570 |
+527 |
+5.83% |
| Westside Investment Management Inc. |
13,348 |
14,098 |
+750 |
+5.62% |
| Capital Insight Partners LLC |
12,273 |
12,926 |
+653 |
+5.32% |
| Raymond James & Associates |
172,762 |
181,835 |
+9,073 |
+5.25% |
| Clarus Wealth Advisors |
10,395 |
10,924 |
+529 |
+5.09% |
| Bourgeon Capital Management LLC |
3,505 |
3,676 |
+171 |
+4.88% |
| SeaCrest Wealth Management LLC |
3,344 |
3,503 |
+159 |
+4.75% |
| Robbins Farley LLC |
25,097 |
26,085 |
+988 |
+3.94% |
| Raymond James Trust N.A. |
1,551 |
1,606 |
+55 |
+3.55% |
| Grassi Investment Management |
10,800 |
11,159 |
+359 |
+3.32% |
| Bank of New York Mellon Corp |
19,227 |
19,826 |
+599 |
+3.12% |
| Mirador Capital Partners LP |
27,973 |
28,833 |
+860 |
+3.07% |
| Wolff Wiese Magana LLC |
658 |
676 |
+18 |
+2.74% |
| Salem Investment Counselors Inc. |
2,200 |
2,255 |
+55 |
+2.50% |
| Penbrook Management LLC |
3,960 |
4,050 |
+90 |
+2.27% |
| NorthCrest Asset Manangement LLC |
2,900 |
2,965 |
+65 |
+2.24% |
| City State Bank |
8,334 |
8,511 |
+177 |
+2.12% |
| Signet Financial Management LLC |
2,518 |
2,571 |
+53 |
+2.10% |
| RWM Asset Management LLC |
65,830 |
66,871 |
+1,041 |
+1.58% |
| Miracle Mile Advisors LLC |
24,546 |
24,854 |
+308 |
+1.25% |
| Appleton Partners Inc. MA |
72,062 |
72,932 |
+870 |
+1.21% |
| Rye Brook Capital LLC |
40,000 |
40,400 |
+400 |
+1.00% |
| Chesley Taft & Associates LLC |
32,252 |
32,559 |
+307 |
+0.95% |
| McGuire Investment Group LLC |
66,948 |
67,489 |
+541 |
+0.81% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
65,386 |
65,677 |
+291 |
+0.45% |
| Main Street Financial Solutions LLC |
7,901 |
7,920 |
+19 |
+0.24% |
| Albion Financial Group UT |
129,377 |
129,610 |
+233 |
+0.18% |
| Means Investment CO. Inc. |
10,139 |
10,155 |
+16 |
+0.16% |
| SOA Wealth Advisors LLC. |
790 |
791 |
+1 |
+0.13% |
| Shepherd Financial Partners LLC |
6,376 |
6,382 |
+6 |
+0.09% |
| Warner Financial Inc. |
2,484 |
2,486 |
+2 |
+0.08% |
| Cambridge Investment Research Advisors Inc. |
84,182 |
84,229 |
+47 |
+0.06% |
| Maltin Wealth Management Inc. |
3,118 |
3,120 |
+2 |
+0.06% |
| Total Investment Management Inc. |
1,957 |
1,958 |
+1 |
+0.05% |
| Kovack Advisors Inc. |
2,085 |
2,086 |
+1 |
+0.05% |
| Oxler Private Wealth LLC |
1,859 |
1,860 |
+1 |
+0.05% |
| Core Wealth Partners LLC |
4,274 |
4,275 |
+1 |
+0.02% |
| M&R Capital Management Inc. |
15,570 |
15,571 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In IBB |
|---|
| State of Michigan Retirement System |
0 |
50,000 |
+50,000 |
+100% |
| Chapin Davis Inc. |
0 |
1,565 |
+1,565 |
+100% |
| Country Trust Bank |
0 |
35 |
+35 |
+100% |
| WBH Advisory Inc. |
0 |
1,468 |
+1,468 |
+100% |
| Coastline Trust Co |
0 |
3,500 |
+3,500 |
+100% |
| Progressive Investment Management Corp |
0 |
11 |
+11 |
+100% |
| Investment Partners Asset Management Inc. |
0 |
1,944 |
+1,944 |
+100% |
| BLB&B Advisors LLC |
0 |
1,711 |
+1,711 |
+100% |
| GFS Advisors LLC |
0 |
1,674 |
+1,674 |
+100% |
| Northwest Investment Counselors LLC |
0 |
127 |
+127 |
+100% |
| YHB Investment Advisors Inc. |
0 |
271 |
+271 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
2,985 |
+2,985 |
+100% |
| Simplex Trading LLC |
0 |
5,172 |
+5,172 |
+100% |
| Mather Group LLC. |
0 |
423 |
+423 |
+100% |
| Community Financial Services Group LLC |
0 |
3,924 |
+3,924 |
+100% |
| CenterStar Asset Management LLC |
0 |
1,462 |
+1,462 |
+100% |
| EWG Elevate Inc. |
0 |
2,565 |
+2,565 |
+100% |
| Summit Financial LLC |
0 |
5,732 |
+5,732 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
1,289 |
+1,289 |
+100% |
| Provident Wealth Management LLC |
0 |
68 |
+68 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
200 |
+200 |
+100% |
| KWB Wealth |
0 |
3,816 |
+3,816 |
+100% |
| MTM Investment Management LLC |
0 |
15 |
+15 |
+100% |
| InTrack Investment Management Inc |
0 |
4,255 |
+4,255 |
+100% |
| Finer Wealth Management Inc. |
0 |
2,148 |
+2,148 |
+100% |
| Global Assets Advisory LLC |
0 |
481,413 |
+481,413 |
+100% |
| Daymark Wealth Partners LLC |
0 |
1,576 |
+1,576 |
+100% |
| Silverlake Wealth Management LLC |
0 |
1,701 |
+1,701 |
+100% |
| Focus Financial Network Inc. |
0 |
8,132 |
+8,132 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Griffin Asset Management Inc. |
3,165 |
3,165 |
UNCH |
0.00% |
| Barrett & Company Inc. |
588 |
588 |
UNCH |
0.00% |
| Factory Mutual Insurance Co. |
71,000 |
71,000 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
150 |
150 |
UNCH |
0.00% |
| UMB Bank N A MO |
1,534 |
1,534 |
UNCH |
0.00% |
| Tompkins Financial Corp |
750 |
750 |
UNCH |
0.00% |
| Fishman Jay A Ltd. MI |
2,940 |
2,940 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
5,710 |
5,710 |
UNCH |
0.00% |
| Everett Harris & Co. CA |
1,933 |
1,933 |
UNCH |
0.00% |
| Courier Capital LLC |
8,562 |
8,562 |
UNCH |
0.00% |
| Advanced Asset Management Advisors Inc |
180 |
180 |
UNCH |
0.00% |
| Massmutual Trust Co. FSB ADV |
362 |
362 |
UNCH |
0.00% |
| Northstar Asset Management LLC |
2,475 |
2,475 |
UNCH |
0.00% |
| Cookson Peirce & Co. Inc. |
1,882 |
1,882 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
43 |
43 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
291 |
291 |
UNCH |
0.00% |
| First Financial Bank Trust Division |
1,920 |
1,920 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
50 |
50 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
100 |
100 |
UNCH |
0.00% |
| Bangor Savings Bank |
2,507 |
2,507 |
UNCH |
0.00% |
| Morris Financial Concepts Inc. |
27 |
27 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
145 |
145 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
85 |
85 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
52 |
52 |
UNCH |
0.00% |
| Triangle Securities Wealth Management |
3,144 |
3,144 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
25 |
25 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
3,000 |
3,000 |
UNCH |
0.00% |
| Private Ocean LLC |
90 |
90 |
UNCH |
0.00% |
| MCF Advisors LLC |
600 |
600 |
UNCH |
0.00% |
| Schnieders Capital Management LLC |
1,936 |
1,936 |
UNCH |
0.00% |
| Northstar Group Inc. |
2,971 |
2,971 |
UNCH |
0.00% |
| Trust Co |
50 |
50 |
UNCH |
0.00% |
| First Personal Financial Services |
624 |
624 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
544 |
544 |
UNCH |
0.00% |
| Harbour Capital Advisors LLC |
5,658 |
5,658 |
UNCH |
0.00% |
| Founders Capital Management |
6 |
6 |
UNCH |
0.00% |
| Parkside Investments LLC |
3,500 |
3,500 |
UNCH |
0.00% |
| Bfsg LLC |
90 |
90 |
UNCH |
0.00% |
| Solstein Capital LLC |
522 |
522 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
18 |
18 |
UNCH |
0.00% |
| Essex Savings Bank |
1,620 |
1,620 |
UNCH |
0.00% |
| VERITY Wealth Advisors |
8,898 |
8,898 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
1,050 |
1,050 |
UNCH |
0.00% |
| Shulman DeMeo Asset Management LLC |
7,434 |
7,434 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
219 |
219 |
UNCH |
0.00% |
| PSI Advisors LLC |
12 |
12 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
75 |
75 |
UNCH |
0.00% |
| CVA Family Office LLC |
375 |
375 |
UNCH |
0.00% |
| Marotta Asset Management |
3,148 |
3,148 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
642 |
642 |
UNCH |
0.00% |
| Powell Investment Advisors LLC |
40 |
40 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
54 |
54 |
UNCH |
0.00% |
| Procyon Private Wealth Partners LLC |
2,329 |
2,329 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
450 |
450 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
100 |
100 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
75 |
75 |
UNCH |
0.00% |
| TruWealth Advisors LLC |
1,577 |
1,577 |
UNCH |
0.00% |
| Minot Capital LP |
6,158 |
6,158 |
UNCH |
0.00% |
| Bond & Devick Financial Network Inc. |
1,545 |
1,545 |
UNCH |
0.00% |
| West Financial Advisors LLC |
148 |
148 |
UNCH |
0.00% |
| Elk River Wealth Management LLC |
2,055 |
2,055 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
35 |
35 |
UNCH |
0.00% |
| Hennion & Walsh Asset Management Inc. |
3,510 |
3,510 |
UNCH |
0.00% |
| Pine Haven Investment Counsel Inc |
1,665 |
1,665 |
UNCH |
0.00% |
| Wedmont Private Capital |
1,950 |
1,950 |
UNCH |
0.00% |
| Viewpoint Capital Management LLC |
780 |
780 |
UNCH |
0.00% |
| Morton Brown Family Wealth LLC |
79 |
79 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
350 |
350 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
189 |
189 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
187 |
187 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
114 |
114 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
275 |
275 |
UNCH |
0.00% |
| Glass Jacobson Investment Advisors llc |
204 |
204 |
UNCH |
0.00% |
| Financial Freedom LLC |
175 |
175 |
UNCH |
0.00% |
| WFA Asset Management Corp |
411 |
411 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
51 |
51 |
UNCH |
0.00% |
| GAMMA Investing LLC |
377 |
377 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
130 |
130 |
UNCH |
0.00% |
| 13F Filers Decreasing IBB Share Count |
|---|
| Atlantic Union Bankshares Corp |
16,125 |
2,314 |
-13,811 |
-85.65% |
| Eagle Strategies LLC |
11,088 |
1,791 |
-9,297 |
-83.85% |
| Gradient Investments LLC |
51 |
10 |
-41 |
-80.39% |
| Sunbelt Securities Inc. |
6,399 |
1,257 |
-5,142 |
-80.36% |
| Tsfg LLC |
2,564 |
1,130 |
-1,434 |
-55.93% |
| First National Bank Sioux Falls |
3,620 |
2,000 |
-1,620 |
-44.75% |
| Activest Wealth Management |
813 |
474 |
-339 |
-41.70% |
| Duncker Streett & Co. Inc. |
213 |
128 |
-85 |
-39.91% |
| International Assets Investment Management LLC |
4,141 |
2,729 |
-1,412 |
-34.10% |
| West Branch Capital LLC |
256 |
176 |
-80 |
-31.25% |
| Avondale Wealth Management |
1,416 |
1,000 |
-416 |
-29.38% |
| Merrion Investment Management Co LLC |
2,650 |
2,000 |
-650 |
-24.53% |
| TCP Asset Management LLC |
2,036 |
1,544 |
-492 |
-24.17% |
| Ritholtz Wealth Management |
3,242 |
2,525 |
-717 |
-22.12% |
| Phillips Financial Management LLC |
250 |
196 |
-54 |
-21.60% |
| Harbor Investment Advisory LLC |
3,017 |
2,372 |
-645 |
-21.38% |
| Kingswood Wealth Advisors LLC |
2,771 |
2,197 |
-574 |
-20.71% |
| Patriot Investment Management Inc. |
12,593 |
10,347 |
-2,246 |
-17.84% |
| Ellis Investment Partners LLC |
5,826 |
4,794 |
-1,032 |
-17.71% |
| Brown Advisory Inc. |
94,334 |
77,752 |
-16,582 |
-17.58% |
| Nations Financial Group Inc. IA ADV |
3,713 |
3,064 |
-649 |
-17.48% |
| SlateStone Wealth LLC |
26,356 |
22,211 |
-4,145 |
-15.73% |
| Baldwin Brothers Inc. MA |
2,495 |
2,140 |
-355 |
-14.23% |
| WJ Wealth Management LLC |
1,900 |
1,650 |
-250 |
-13.16% |
| Dynamic Advisor Solutions LLC |
5,748 |
5,002 |
-746 |
-12.98% |
| Apexium Financial LP |
2,223 |
1,969 |
-254 |
-11.43% |
| ST Germain D J Co. Inc. |
1,335 |
1,185 |
-150 |
-11.24% |
| Mechanics Bank Trust Department |
3,650 |
3,250 |
-400 |
-10.96% |
| Burns J W & Co. Inc. NY |
22,701 |
20,441 |
-2,260 |
-9.96% |
| Sterling Investment Counsel LLC |
1,771 |
1,615 |
-156 |
-8.81% |
| CWM LLC |
8,469 |
7,736 |
-733 |
-8.66% |
| Congress Wealth Management LLC DE |
1,786 |
1,635 |
-151 |
-8.45% |
| Clarity Wealth Advisors LLC |
23,737 |
21,746 |
-1,991 |
-8.39% |
| Deltec Asset Management LLC |
12,500 |
11,500 |
-1,000 |
-8.00% |
| Valicenti Advisory Services Inc. |
19,610 |
18,050 |
-1,560 |
-7.96% |
| CHURCHILL MANAGEMENT Corp |
8,700 |
8,091 |
-609 |
-7.00% |
| Ferguson Wellman Capital Management Inc. |
10,873 |
10,138 |
-735 |
-6.76% |
| Webster Bank N. A. |
7,841 |
7,314 |
-527 |
-6.72% |
| WASHINGTON TRUST Co |
596 |
556 |
-40 |
-6.71% |
| Regions Financial Corp |
6,932 |
6,475 |
-457 |
-6.59% |
| Calton & Associates Inc. |
6,664 |
6,266 |
-398 |
-5.97% |
| Acropolis Investment Management LLC |
8,995 |
8,485 |
-510 |
-5.67% |
| KG&L Capital Management LLC |
1,856 |
1,751 |
-105 |
-5.66% |
| Seed Wealth Management Inc. |
2,500 |
2,360 |
-140 |
-5.60% |
| Cumberland Advisors Inc. |
86,983 |
82,838 |
-4,145 |
-4.77% |
| Capital Market Strategies LLC |
2,389 |
2,277 |
-112 |
-4.69% |
| Caldwell Sutter Capital Inc. |
2,002 |
1,917 |
-85 |
-4.25% |
| Optimum Investment Advisors |
3,068 |
2,939 |
-129 |
-4.20% |
| Evolution Wealth Advisors LLC |
21,058 |
20,197 |
-861 |
-4.09% |
| Carret Asset Management LLC |
2,933 |
2,813 |
-120 |
-4.09% |
| Valley National Advisers Inc. |
5,654 |
5,428 |
-226 |
-4.00% |
| Moody Lynn & Lieberson LLC |
7,905 |
7,605 |
-300 |
-3.80% |
| Independence Bank of Kentucky |
160 |
154 |
-6 |
-3.75% |
| Trust Co. of Virginia VA |
5,132 |
4,942 |
-190 |
-3.70% |
| Bank of New Hampshire |
3,607 |
3,482 |
-125 |
-3.47% |
| Capital Investment Advisors LLC |
11,264 |
10,905 |
-359 |
-3.19% |
| Horizon Bancorp Inc. IN |
356 |
345 |
-11 |
-3.09% |
| Sharper & Granite LLC |
5,775 |
5,600 |
-175 |
-3.03% |
| Tyche Wealth Partners LLC |
5,902 |
5,731 |
-171 |
-2.90% |
| NBC Securities Inc. |
4,947 |
4,804 |
-143 |
-2.89% |
| Patten Group Inc. |
3,979 |
3,874 |
-105 |
-2.64% |
| Byrne Asset Management LLC |
1,519 |
1,479 |
-40 |
-2.63% |
| Hanson & Doremus Investment Management |
4,069 |
3,966 |
-103 |
-2.53% |
| Rosenberg Matthew Hamilton |
166 |
162 |
-4 |
-2.41% |
| Forbes J M & Co. LLP |
41,559 |
40,603 |
-956 |
-2.30% |
| Lauer Wealth LLC |
13,309 |
13,013 |
-296 |
-2.22% |
| Triumph Capital Management |
3,863 |
3,779 |
-84 |
-2.17% |
| Bay Rivers Group |
2,553 |
2,499 |
-54 |
-2.12% |
| O ROURKE & COMPANY Inc |
6,767 |
6,625 |
-142 |
-2.10% |
| Personal Resources Investment & Strategic Management Inc. |
1,547 |
1,517 |
-30 |
-1.94% |
| CX Institutional |
2,890 |
2,835 |
-55 |
-1.90% |
| Brookstone Capital Management |
6,753 |
6,629 |
-124 |
-1.84% |
| Meridian Wealth Management LLC |
5,030 |
4,939 |
-91 |
-1.81% |
| Signature Wealth Management Partners LLC |
11,991 |
11,778 |
-213 |
-1.78% |
| Principle Wealth Partners LLC |
6,476 |
6,362 |
-114 |
-1.76% |
| Private Trust Co. NA |
1,093 |
1,074 |
-19 |
-1.74% |
| NBT Bank N A NY |
30,837 |
30,323 |
-514 |
-1.67% |
| Wealthcare Advisory Partners LLC |
11,024 |
10,844 |
-180 |
-1.63% |
| Steele Capital Management Inc. |
3,786 |
3,726 |
-60 |
-1.58% |
| Altfest L J & Co. Inc. |
3,780 |
3,722 |
-58 |
-1.53% |
| SOL Capital Management CO |
29,647 |
29,203 |
-444 |
-1.50% |
| Wagner Wealth Management LLC |
76 |
75 |
-1 |
-1.32% |
| Adell Harriman & Carpenter Inc. |
10,041 |
9,916 |
-125 |
-1.24% |
| Pinnacle Associates Ltd. |
13,556 |
13,397 |
-159 |
-1.17% |
| Carmichael Hill & Associates Inc. |
608 |
601 |
-7 |
-1.15% |
| Fifth Third Bancorp |
13,911 |
13,757 |
-154 |
-1.11% |
| Neville Rodie & Shaw Inc. |
47,638 |
47,113 |
-525 |
-1.10% |
| Proffitt & Goodson Inc. |
7,118 |
7,046 |
-72 |
-1.01% |
| Marion Wealth Management |
18,014 |
17,849 |
-165 |
-0.92% |
| McAdam LLC |
1,589 |
1,576 |
-13 |
-0.82% |
| Chicago Partners Investment Group LLC |
2,849 |
2,826 |
-23 |
-0.81% |
| Allworth Financial LP |
1,617 |
1,604 |
-13 |
-0.80% |
| CENTRAL TRUST Co |
14,670 |
14,570 |
-100 |
-0.68% |
| RDA Financial Network |
1,845 |
1,833 |
-12 |
-0.65% |
| Howard Capital Management Group LLC |
44,451 |
44,182 |
-269 |
-0.61% |
| Telos Capital Management Inc. |
10,995 |
10,962 |
-33 |
-0.30% |
| First Merchants Corp |
10,283 |
10,253 |
-30 |
-0.29% |
| Busey Wealth Management |
15,604 |
15,564 |
-40 |
-0.26% |
| First National Corp MA ADV |
15,159 |
15,122 |
-37 |
-0.24% |
| My Personal CFO LLC |
6,655 |
6,640 |
-15 |
-0.23% |
| Sovereign Financial Group Inc. |
5,839 |
5,838 |
-1 |
-0.02% |
| 13F Filers Exiting IBB |
|---|
| Gerber LLC |
2,016 |
0 |
-2,016 |
-100.00% |
| BKM Wealth Management LLC |
40 |
0 |
-40 |
-100.00% |
| Premier Path Wealth Partners LLC |
1,553 |
0 |
-1,553 |
-100.00% |
| CIC Wealth LLC |
1,498 |
0 |
-1,498 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
115 |
0 |
-115 |
-100.00% |
| Values First Advisors Inc. |
317 |
0 |
-317 |
-100.00% |
| Independent Wealth Network Inc. |
3,478 |
0 |
-3,478 |
-100.00% |
| Wealth Management Partners LLC |
1,755 |
0 |
-1,755 |
-100.00% |
| Tennessee Valley Asset Management Partners |
323 |
0 |
-323 |
-100.00% |
| Advisor Resource Council |
1,553 |
0 |
-1,553 |
-100.00% |
| Nikulski Financial Inc. |
1,727 |
0 |
-1,727 |
-100.00% |
| Arlington Financial Advisors LLC |
17,695 |
0 |
-17,695 |
-100.00% |
| Quattro Financial Advisors LLC |
136 |
0 |
-136 |
-100.00% |
| Clarius Group LLC |
4,700 |
0 |
-4,700 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
120 |
0 |
-120 |
-100.00% |
| Gilman Hill Asset Management LLC |
1,625 |
0 |
-1,625 |
-100.00% |
| Cutler Group LP |
200 |
0 |
-200 |
-100.00% |
| Park Avenue Securities LLC |
1,772 |
0 |
-1,772 |
-100.00% |
See Summary: Institutional Holders of IBB
See Details: Top 10 Hedge Funds Holding IBB
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