|
|
|
There is a long list of 90 institutional holders of IBHE within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IBHE by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBHE table below,
the initial column indicates the name of each top institutional holder of IBHE, with a link to that fund's top holdings. The next columns
indicate the amount of IBHE stock held by each of the institutional holders of IBHE, followed by the IBHE position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Richard P Slaughter Associates Inc | 1,184,193 | $27,686 | 03/31/2024 | IBHE | 1,184,193 | $27,686 | 03/31/2024 | Bank of America Corp DE | 961,927 | $22,221 | 12/31/2023 | IBHE | 961,927 | $22,221 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 879,758 | $20,322 | 12/31/2023 | IBHE | 879,758 | $20,322 | 12/31/2023 | AE Wealth Management LLC | 858,668 | $19,990 | 12/31/2023 | IBHE | 858,668 | $19,990 | 12/31/2023 | Mid American Wealth Advisory Group Inc. | 628,987 | $14,706 | 03/31/2024 | IBHE | 628,987 | $14,706 | 03/31/2024 | Wells Fargo & Company MN | 522,677 | $12,074 | 12/31/2023 | IBHE | 522,677 | $12,074 | 12/31/2023 | Commonwealth Financial Services LLC | 515,962 | $11,919 | 12/31/2023 | IBHE | 515,962 | $11,919 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 489,527 | $11,308 | 12/31/2023 | IBHE | 489,527 | $11,308 | 12/31/2023 | HighTower Advisors LLC | 293,506 | $6,774 | 12/31/2023 | IBHE | 293,506 | $6,774 | 12/31/2023 | Scissortail Wealth Management LLC | 279,666 | $6,516 | 12/31/2023 | IBHE | 279,666 | $6,516 | 12/31/2023 | Morgan Stanley | 251,184 | $5,802 | 12/31/2023 | IBHE | 251,184 | $5,802 | 12/31/2023 | Michael S. Ryan Inc. | 218,370 | $5,105 | 03/31/2024 | IBHE | 218,370 | $5,105 | 03/31/2024 | LPL Financial LLC | 205,264 | $4,742 | 12/31/2023 | IBHE | 205,264 | $4,742 | 12/31/2023 | Cetera Advisors LLC | 194,966 | $4,504 | 12/31/2023 | IBHE | 194,966 | $4,504 | 12/31/2023 | Mutual Advisors LLC | 185,508 | $4,285 | 12/31/2023 | IBHE | 185,508 | $4,285 | 12/31/2023 | Royal Bank of Canada | 182,113 | $4,206 | 12/31/2023 | IBHE | 182,113 | $4,206 | 12/31/2023 | EP Wealth Advisors LLC | 181,595 | $4,195 | 12/31/2023 | IBHE | 181,595 | $4,195 | 12/31/2023 | GWM Advisors LLC | 141,108 | $3,273 | 12/31/2023 | IBHE | 141,108 | $3,273 | 12/31/2023 | Commonwealth Equity Services LLC | 124,951 | $2,886 | 12/31/2023 | IBHE | 124,951 | $2,886 | 12/31/2023 | Lbmc Investment Advisors LLC | 111,609 | $2,609 | 03/31/2024 | IBHE | 111,609 | $2,609 | 03/31/2024 | Krilogy Financial LLC | 96,914 | $2,239 | 12/31/2023 | IBHE | 96,914 | $2,239 | 12/31/2023 | Tyler Stone Wealth Management | 95,727 | $2,211 | 12/31/2023 | IBHE | 95,727 | $2,211 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 89,641 | $2,071 | 12/31/2023 | IBHE | 89,641 | $2,071 | 12/31/2023 | Advisor Group Holdings Inc. | 78,955 | $1,824 | 12/31/2023 | IBHE | 78,955 | $1,824 | 12/31/2023 | Lido Advisors LLC | 72,969 | $1,686 | 12/31/2023 | IBHE | 72,969 | $1,686 | 12/31/2023 | Granite Bay Wealth Management LLC | 63,000 | $1,443 | 12/31/2023 | IBHE | 63,000 | $1,443 | 12/31/2023 | IFP Advisors Inc | 58,663 | $1,355 | 12/31/2023 | IBHE | 58,663 | $1,355 | 12/31/2023 | Integrated Wealth Concepts LLC | 56,430 | $1,304 | 12/31/2023 | IBHE | 56,430 | $1,304 | 12/31/2023 | Straight Path Wealth Management | 53,042 | $1,225 | 12/31/2023 | IBHE | 53,042 | $1,225 | 12/31/2023 | Phillips Financial Management LLC | 50,000 | $1,155 | 12/31/2023 | IBHE | 50,000 | $1,155 | 12/31/2023 | Nwam LLC | 47,689 | $1,102 | 12/31/2023 | IBHE | 47,689 | $1,102 | 12/31/2023 | New England Private Wealth Advisors LLC | 46,118 | $1,065 | 12/31/2023 | IBHE | 46,118 | $1,065 | 12/31/2023 | Steele Capital Management Inc. | 45,452 | $1,063 | 03/31/2024 | IBHE | 45,452 | $1,063 | 03/31/2024 | Ironwood Financial llc | 43,792 | $1,024 | 03/31/2024 | IBHE | 43,792 | $1,024 | 03/31/2024 | Raymond James & Associates | 39,208 | $906 | 12/31/2023 | IBHE | 39,208 | $906 | 12/31/2023 | Werba Rubin Papier Wealth Management | 34,298 | $792 | 12/31/2023 | IBHE | 34,298 | $792 | 12/31/2023 | Wrapmanager Inc. | 28,814 | $666 | 12/31/2023 | IBHE | 28,814 | $666 | 12/31/2023 | Kestra Private Wealth Services LLC | 27,010 | $624 | 12/31/2023 | IBHE | 27,010 | $624 | 12/31/2023 | Wealthsource Partners LLC | 25,294 | $584 | 12/31/2023 | IBHE | 25,294 | $584 | 12/31/2023 | Great Lakes Retirement Inc. | 25,077 | $579 | 12/31/2023 | IBHE | 25,077 | $579 | 12/31/2023 | Thoroughbred Financial Services LLC | 24,414 | $563 | 12/31/2023 | IBHE | 24,414 | $563 | 12/31/2023 | GAMMA Investing LLC | 23,298 | $545 | 03/31/2024 | IBHE | 23,298 | $545 | 03/31/2024 | Howland Capital Management LLC | 23,430 | $541 | 12/31/2023 | IBHE | 23,430 | $541 | 12/31/2023 | Sunbelt Securities Inc. | 20,190 | $472 | 03/31/2024 | IBHE | 20,190 | $472 | 03/31/2024 | Sightline Wealth Advisors LLC | 18,078 | $418 | 12/31/2023 | IBHE | 18,078 | $418 | 12/31/2023 | Lincoln National Corp | 16,173 | $374 | 12/31/2023 | IBHE | 16,173 | $374 | 12/31/2023 | Adroit Compliance LLC | 15,519 | $358 | 12/31/2023 | IBHE | 15,519 | $358 | 12/31/2023 | Klaas Financial Asset Advisors LLC | 15,519 | $358 | 12/31/2023 | IBHE | 15,519 | $358 | 12/31/2023 | Creative Planning | 14,171 | $327 | 12/31/2023 | IBHE | 14,171 | $327 | 12/31/2023 | Arrow Financial Corp | 13,422 | $310 | 12/31/2023 | IBHE | 13,422 | $310 | 12/31/2023 |
See All: Funds Holding IBHE
See Details: Top 10 Hedge Funds Holding IBHE
Also See: IBHE Holdings Changes
|
|