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Institutional Holders of IBHE

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Richard P Slaughter Associates Inc1,184,193$27,686 03/31/2024
     IBHE1,184,193$27,686 03/31/2024
Bank of America Corp DE961,927$22,221 12/31/2023
     IBHE961,927$22,221 12/31/2023
Raymond James Financial Services Advisors Inc.879,758$20,322 12/31/2023
     IBHE879,758$20,322 12/31/2023
AE Wealth Management LLC858,668$19,990 12/31/2023
     IBHE858,668$19,990 12/31/2023
Mid American Wealth Advisory Group Inc.628,987$14,706 03/31/2024
     IBHE628,987$14,706 03/31/2024
Wells Fargo & Company MN522,677$12,074 12/31/2023
     IBHE522,677$12,074 12/31/2023
Commonwealth Financial Services LLC515,962$11,919 12/31/2023
     IBHE515,962$11,919 12/31/2023
Northwestern Mutual Wealth Management Co.489,527$11,308 12/31/2023
     IBHE489,527$11,308 12/31/2023
HighTower Advisors LLC293,506$6,774 12/31/2023
     IBHE293,506$6,774 12/31/2023
Scissortail Wealth Management LLC279,666$6,516 12/31/2023
     IBHE279,666$6,516 12/31/2023
Morgan Stanley251,184$5,802 12/31/2023
     IBHE251,184$5,802 12/31/2023
Michael S. Ryan Inc.218,370$5,105 03/31/2024
     IBHE218,370$5,105 03/31/2024
LPL Financial LLC205,264$4,742 12/31/2023
     IBHE205,264$4,742 12/31/2023
Cetera Advisors LLC194,966$4,504 12/31/2023
     IBHE194,966$4,504 12/31/2023
Mutual Advisors LLC185,508$4,285 12/31/2023
     IBHE185,508$4,285 12/31/2023
Royal Bank of Canada182,113$4,206 12/31/2023
     IBHE182,113$4,206 12/31/2023
EP Wealth Advisors LLC181,595$4,195 12/31/2023
     IBHE181,595$4,195 12/31/2023
GWM Advisors LLC141,108$3,273 12/31/2023
     IBHE141,108$3,273 12/31/2023
Commonwealth Equity Services LLC124,951$2,886 12/31/2023
     IBHE124,951$2,886 12/31/2023
Lbmc Investment Advisors LLC111,609$2,609 03/31/2024
     IBHE111,609$2,609 03/31/2024
Krilogy Financial LLC96,914$2,239 12/31/2023
     IBHE96,914$2,239 12/31/2023
Tyler Stone Wealth Management95,727$2,211 12/31/2023
     IBHE95,727$2,211 12/31/2023
Cambridge Investment Research Advisors Inc.89,641$2,071 12/31/2023
     IBHE89,641$2,071 12/31/2023
Advisor Group Holdings Inc.78,955$1,824 12/31/2023
     IBHE78,955$1,824 12/31/2023
Lido Advisors LLC72,969$1,686 12/31/2023
     IBHE72,969$1,686 12/31/2023
Granite Bay Wealth Management LLC63,000$1,443 12/31/2023
     IBHE63,000$1,443 12/31/2023
IFP Advisors Inc58,663$1,355 12/31/2023
     IBHE58,663$1,355 12/31/2023
Integrated Wealth Concepts LLC56,430$1,304 12/31/2023
     IBHE56,430$1,304 12/31/2023
Straight Path Wealth Management53,042$1,225 12/31/2023
     IBHE53,042$1,225 12/31/2023
Phillips Financial Management LLC50,000$1,155 12/31/2023
     IBHE50,000$1,155 12/31/2023
Nwam LLC47,689$1,102 12/31/2023
     IBHE47,689$1,102 12/31/2023
New England Private Wealth Advisors LLC46,118$1,065 12/31/2023
     IBHE46,118$1,065 12/31/2023
Steele Capital Management Inc.45,452$1,063 03/31/2024
     IBHE45,452$1,063 03/31/2024
Ironwood Financial llc43,792$1,024 03/31/2024
     IBHE43,792$1,024 03/31/2024
Raymond James & Associates39,208$906 12/31/2023
     IBHE39,208$906 12/31/2023
Werba Rubin Papier Wealth Management34,298$792 12/31/2023
     IBHE34,298$792 12/31/2023
Wrapmanager Inc.28,814$666 12/31/2023
     IBHE28,814$666 12/31/2023
Kestra Private Wealth Services LLC27,010$624 12/31/2023
     IBHE27,010$624 12/31/2023
Wealthsource Partners LLC25,294$584 12/31/2023
     IBHE25,294$584 12/31/2023
Great Lakes Retirement Inc.25,077$579 12/31/2023
     IBHE25,077$579 12/31/2023
Thoroughbred Financial Services LLC24,414$563 12/31/2023
     IBHE24,414$563 12/31/2023
GAMMA Investing LLC23,298$545 03/31/2024
     IBHE23,298$545 03/31/2024
Howland Capital Management LLC23,430$541 12/31/2023
     IBHE23,430$541 12/31/2023
Sunbelt Securities Inc.20,190$472 03/31/2024
     IBHE20,190$472 03/31/2024
Sightline Wealth Advisors LLC18,078$418 12/31/2023
     IBHE18,078$418 12/31/2023
Lincoln National Corp16,173$374 12/31/2023
     IBHE16,173$374 12/31/2023
Adroit Compliance LLC15,519$358 12/31/2023
     IBHE15,519$358 12/31/2023
Klaas Financial Asset Advisors LLC15,519$358 12/31/2023
     IBHE15,519$358 12/31/2023
Creative Planning14,171$327 12/31/2023
     IBHE14,171$327 12/31/2023
Arrow Financial Corp13,422$310 12/31/2023
     IBHE13,422$310 12/31/2023

See All: Funds Holding IBHE
See Details: Top 10 Hedge Funds Holding IBHE
Also See: IBHE Holdings Changes

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