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Institutional Holders of IBHF

There is a long list of 68 institutional holders of IBHF 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 IBHF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBHF table below, the initial column indicates the name of each top institutional holder of IBHF, with a link to that fund's top holdings. The next columns indicate the amount of IBHF stock held by each of the institutional holders of IBHF, followed by the IBHF 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
Cambridge Investment Research Advisors Inc.1,151,573$26,555 03/31/2024
     IBHF1,151,573$26,555 03/31/2024
Bank of America Corp DE1,016,778$23,305 12/31/2023
     IBHF1,016,778$23,305 12/31/2023
Ashton Thomas Private Wealth LLC684,730$15,790 03/31/2024
     IBHF684,730$15,790 03/31/2024
HighTower Advisors LLC575,216$13,174 12/31/2023
     IBHF575,216$13,174 12/31/2023
Ruggaard & Associates LLC547,504$12,549 12/31/2023
     IBHF547,504$12,549 12/31/2023
GWM Advisors LLC515,910$11,830 12/31/2023
     IBHF515,910$11,830 12/31/2023
Commonwealth Financial Services LLC425,431$9,751 12/31/2023
     IBHF425,431$9,751 12/31/2023
Baltimore Washington Financial Advisors Inc.421,916$9,670 12/31/2023
     IBHF421,916$9,670 12/31/2023
Morgan Stanley416,617$9,549 12/31/2023
     IBHF416,617$9,549 12/31/2023
PFG Private Wealth Management LLC254,969$5,880 03/31/2024
     IBHF254,969$5,880 03/31/2024
Wells Fargo & Company MN247,081$5,663 12/31/2023
     IBHF247,081$5,663 12/31/2023
FF Advisors LLC172,203$3,971 03/31/2024
     IBHF172,203$3,971 03/31/2024
LPL Financial LLC157,888$3,619 12/31/2023
     IBHF157,888$3,619 12/31/2023
Northwestern Mutual Wealth Management Co.135,303$3,101 12/31/2023
     IBHF135,303$3,101 12/31/2023
Royal Bank of Canada126,242$2,893 12/31/2023
     IBHF126,242$2,893 12/31/2023
Scissortail Wealth Management LLC121,728$2,806 12/31/2023
     IBHF121,728$2,806 12/31/2023
Lido Advisors LLC121,430$2,783 12/31/2023
     IBHF121,430$2,783 12/31/2023
Commonwealth Equity Services LLC112,818$2,602 03/31/2024
     IBHF112,818$2,602 03/31/2024
Raymond James Financial Services Advisors Inc.112,787$2,601 03/31/2024
     IBHF112,787$2,601 03/31/2024
Robertson Stephens Wealth Management LLC110,320$2,529 12/31/2023
     IBHF110,320$2,529 12/31/2023
Lbmc Investment Advisors LLC105,130$2,424 03/31/2024
     IBHF105,130$2,424 03/31/2024
Jane Street Group LLC98,354$2,254 12/31/2023
     IBHF98,354$2,254 12/31/2023
Absolute Capital Management LLC95,607$2,191 12/31/2023
     IBHF95,607$2,191 12/31/2023
Private Client Services LLC77,591$1,778 12/31/2023
     IBHF77,591$1,778 12/31/2023
AE Wealth Management LLC76,668$1,763 12/31/2023
     IBHF76,668$1,763 12/31/2023
Mid American Wealth Advisory Group Inc.72,554$1,673 03/31/2024
     IBHF72,554$1,673 03/31/2024
Thoroughbred Financial Services LLC63,944$1,465 12/31/2023
     IBHF63,944$1,465 12/31/2023
Straight Path Wealth Management62,021$1,430 03/31/2024
     IBHF62,021$1,430 03/31/2024
IFP Advisors Inc60,520$1,387 12/31/2023
     IBHF60,520$1,387 12/31/2023
Beacon Pointe Advisors LLC37,903$869 12/31/2023
     IBHF37,903$869 12/31/2023
Ironwood Financial llc31,871$735 03/31/2024
     IBHF31,871$735 03/31/2024
M3 Advisory Group LLC28,897$666 03/31/2024
     IBHF28,897$666 03/31/2024
Wrapmanager Inc.28,122$645 12/31/2023
     IBHF28,122$645 12/31/2023
Snowden Capital Advisors LLC27,344$627 12/31/2023
     IBHF27,344$627 12/31/2023
Integrated Wealth Concepts LLC25,747$590 12/31/2023
     IBHF25,747$590 12/31/2023
Phillips Financial Management LLC25,436$587 03/31/2024
     IBHF25,436$587 03/31/2024
Raymond James & Associates24,382$562 03/31/2024
     IBHF24,382$562 03/31/2024
Advisor Group Holdings Inc.24,076$552 12/31/2023
     IBHF24,076$552 12/31/2023
GAMMA Investing LLC23,848$550 03/31/2024
     IBHF23,848$550 03/31/2024
Sightline Wealth Advisors LLC22,677$523 03/31/2024
     IBHF22,677$523 03/31/2024
Cetera Advisors LLC20,442$469 12/31/2023
     IBHF20,442$469 12/31/2023
OLD Mission Capital LLC18,646$427 12/31/2023
     IBHF18,646$427 12/31/2023
Consolidated Portfolio Review Corp14,882$343 03/31/2024
     IBHF14,882$343 03/31/2024
PFG Investments LLC14,882$343 03/31/2024
     IBHF14,882$343 03/31/2024
Adroit Compliance LLC13,728$315 12/31/2023
     IBHF13,728$315 12/31/2023
Sunbelt Securities Inc.13,202$304 03/31/2024
     IBHF13,202$304 03/31/2024
Klaas Financial Asset Advisors LLC13,035$301 03/31/2024
     IBHF13,035$301 03/31/2024
Austin Private Wealth LLC12,650$289 03/31/2024
     IBHF12,650$289 03/31/2024
Windsor Capital Management LLC10,897$251 03/31/2024
     IBHF10,897$251 03/31/2024
Quad Cities Investment Group LLC10,694$247 03/31/2024
     IBHF10,694$247 03/31/2024

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

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