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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Cambridge Investment Research Advisors Inc. | 1,151,573 | $26,555 | 03/31/2024 | IBHF | 1,151,573 | $26,555 | 03/31/2024 | Bank of America Corp DE | 1,016,778 | $23,305 | 12/31/2023 | IBHF | 1,016,778 | $23,305 | 12/31/2023 | Ashton Thomas Private Wealth LLC | 684,730 | $15,790 | 03/31/2024 | IBHF | 684,730 | $15,790 | 03/31/2024 | HighTower Advisors LLC | 575,216 | $13,174 | 12/31/2023 | IBHF | 575,216 | $13,174 | 12/31/2023 | Ruggaard & Associates LLC | 547,504 | $12,549 | 12/31/2023 | IBHF | 547,504 | $12,549 | 12/31/2023 | GWM Advisors LLC | 515,910 | $11,830 | 12/31/2023 | IBHF | 515,910 | $11,830 | 12/31/2023 | Commonwealth Financial Services LLC | 425,431 | $9,751 | 12/31/2023 | IBHF | 425,431 | $9,751 | 12/31/2023 | Baltimore Washington Financial Advisors Inc. | 421,916 | $9,670 | 12/31/2023 | IBHF | 421,916 | $9,670 | 12/31/2023 | Morgan Stanley | 416,617 | $9,549 | 12/31/2023 | IBHF | 416,617 | $9,549 | 12/31/2023 | PFG Private Wealth Management LLC | 254,969 | $5,880 | 03/31/2024 | IBHF | 254,969 | $5,880 | 03/31/2024 | Wells Fargo & Company MN | 247,081 | $5,663 | 12/31/2023 | IBHF | 247,081 | $5,663 | 12/31/2023 | FF Advisors LLC | 172,203 | $3,971 | 03/31/2024 | IBHF | 172,203 | $3,971 | 03/31/2024 | LPL Financial LLC | 157,888 | $3,619 | 12/31/2023 | IBHF | 157,888 | $3,619 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 135,303 | $3,101 | 12/31/2023 | IBHF | 135,303 | $3,101 | 12/31/2023 | Royal Bank of Canada | 126,242 | $2,893 | 12/31/2023 | IBHF | 126,242 | $2,893 | 12/31/2023 | Scissortail Wealth Management LLC | 121,728 | $2,806 | 12/31/2023 | IBHF | 121,728 | $2,806 | 12/31/2023 | Lido Advisors LLC | 121,430 | $2,783 | 12/31/2023 | IBHF | 121,430 | $2,783 | 12/31/2023 | Commonwealth Equity Services LLC | 112,818 | $2,602 | 03/31/2024 | IBHF | 112,818 | $2,602 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 112,787 | $2,601 | 03/31/2024 | IBHF | 112,787 | $2,601 | 03/31/2024 | Robertson Stephens Wealth Management LLC | 110,320 | $2,529 | 12/31/2023 | IBHF | 110,320 | $2,529 | 12/31/2023 | Lbmc Investment Advisors LLC | 105,130 | $2,424 | 03/31/2024 | IBHF | 105,130 | $2,424 | 03/31/2024 | Jane Street Group LLC | 98,354 | $2,254 | 12/31/2023 | IBHF | 98,354 | $2,254 | 12/31/2023 | Absolute Capital Management LLC | 95,607 | $2,191 | 12/31/2023 | IBHF | 95,607 | $2,191 | 12/31/2023 | Private Client Services LLC | 77,591 | $1,778 | 12/31/2023 | IBHF | 77,591 | $1,778 | 12/31/2023 | AE Wealth Management LLC | 76,668 | $1,763 | 12/31/2023 | IBHF | 76,668 | $1,763 | 12/31/2023 | Mid American Wealth Advisory Group Inc. | 72,554 | $1,673 | 03/31/2024 | IBHF | 72,554 | $1,673 | 03/31/2024 | Thoroughbred Financial Services LLC | 63,944 | $1,465 | 12/31/2023 | IBHF | 63,944 | $1,465 | 12/31/2023 | Straight Path Wealth Management | 62,021 | $1,430 | 03/31/2024 | IBHF | 62,021 | $1,430 | 03/31/2024 | IFP Advisors Inc | 60,520 | $1,387 | 12/31/2023 | IBHF | 60,520 | $1,387 | 12/31/2023 | Beacon Pointe Advisors LLC | 37,903 | $869 | 12/31/2023 | IBHF | 37,903 | $869 | 12/31/2023 | Ironwood Financial llc | 31,871 | $735 | 03/31/2024 | IBHF | 31,871 | $735 | 03/31/2024 | M3 Advisory Group LLC | 28,897 | $666 | 03/31/2024 | IBHF | 28,897 | $666 | 03/31/2024 | Wrapmanager Inc. | 28,122 | $645 | 12/31/2023 | IBHF | 28,122 | $645 | 12/31/2023 | Snowden Capital Advisors LLC | 27,344 | $627 | 12/31/2023 | IBHF | 27,344 | $627 | 12/31/2023 | Integrated Wealth Concepts LLC | 25,747 | $590 | 12/31/2023 | IBHF | 25,747 | $590 | 12/31/2023 | Phillips Financial Management LLC | 25,436 | $587 | 03/31/2024 | IBHF | 25,436 | $587 | 03/31/2024 | Raymond James & Associates | 24,382 | $562 | 03/31/2024 | IBHF | 24,382 | $562 | 03/31/2024 | Advisor Group Holdings Inc. | 24,076 | $552 | 12/31/2023 | IBHF | 24,076 | $552 | 12/31/2023 | GAMMA Investing LLC | 23,848 | $550 | 03/31/2024 | IBHF | 23,848 | $550 | 03/31/2024 | Sightline Wealth Advisors LLC | 22,677 | $523 | 03/31/2024 | IBHF | 22,677 | $523 | 03/31/2024 | Cetera Advisors LLC | 20,442 | $469 | 12/31/2023 | IBHF | 20,442 | $469 | 12/31/2023 | OLD Mission Capital LLC | 18,646 | $427 | 12/31/2023 | IBHF | 18,646 | $427 | 12/31/2023 | Consolidated Portfolio Review Corp | 14,882 | $343 | 03/31/2024 | IBHF | 14,882 | $343 | 03/31/2024 | PFG Investments LLC | 14,882 | $343 | 03/31/2024 | IBHF | 14,882 | $343 | 03/31/2024 | Adroit Compliance LLC | 13,728 | $315 | 12/31/2023 | IBHF | 13,728 | $315 | 12/31/2023 | Sunbelt Securities Inc. | 13,202 | $304 | 03/31/2024 | IBHF | 13,202 | $304 | 03/31/2024 | Klaas Financial Asset Advisors LLC | 13,035 | $301 | 03/31/2024 | IBHF | 13,035 | $301 | 03/31/2024 | Austin Private Wealth LLC | 12,650 | $289 | 03/31/2024 | IBHF | 12,650 | $289 | 03/31/2024 | Windsor Capital Management LLC | 10,897 | $251 | 03/31/2024 | IBHF | 10,897 | $251 | 03/31/2024 | Quad Cities Investment Group LLC | 10,694 | $247 | 03/31/2024 | IBHF | 10,694 | $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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