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Institutional Holders of IBHH
HolderAmountPosition Size
($ in 1000's)
 As of
GWM Advisors LLC462,682$10,758 12/31/2023
     IBHH462,682$10,758 12/31/2023
Commonwealth Equity Services LLC170,457$3,978 03/31/2024
     IBHH170,457$3,978 03/31/2024
Jane Street Group LLC104,866$2,443 12/31/2023
     IBHH104,866$2,443 12/31/2023
Lbmc Investment Advisors LLC76,718$1,791 03/31/2024
     IBHH76,718$1,791 03/31/2024
IFP Advisors Inc45,126$1,051 12/31/2023
     IBHH45,126$1,051 12/31/2023
Raymond James Financial Services Advisors Inc.41,983$980 03/31/2024
     IBHH41,983$980 03/31/2024
Bank of America Corp DE38,537$898 12/31/2023
     IBHH38,537$898 12/31/2023
Straight Path Wealth Management33,929$792 03/31/2024
     IBHH33,929$792 03/31/2024
Lido Advisors LLC28,867$672 12/31/2023
     IBHH28,867$672 12/31/2023
Wrapmanager Inc.26,145$609 12/31/2023
     IBHH26,145$609 12/31/2023
Roman Butler Fullerton & Co.24,744$567 03/31/2024
     IBHH24,744$567 03/31/2024
GAMMA Investing LLC23,767$555 03/31/2024
     IBHH23,767$555 03/31/2024
Raymond James & Associates20,995$490 03/31/2024
     IBHH20,995$490 03/31/2024
Mutual Advisors LLC21,024$490 12/31/2023
     IBHH21,024$490 12/31/2023
Sowell Financial Services LLC19,945$465 12/31/2023
     IBHH19,945$465 12/31/2023
OLD Mission Capital LLC17,074$398 12/31/2023
     IBHH17,074$398 12/31/2023
Advisor Group Holdings Inc.15,732$367 12/31/2023
     IBHH15,732$367 12/31/2023
Strategic Blueprint LLC15,433$360 03/31/2024
     IBHH15,433$360 03/31/2024
Austin Private Wealth LLC12,698$293 03/31/2024
     IBHH12,698$293 03/31/2024
Cambridge Investment Research Advisors Inc.12,218$285 03/31/2024
     IBHH12,218$285 03/31/2024
Commonwealth Financial Services LLC10,971$256 12/31/2023
     IBHH10,971$256 12/31/2023
Bank of Montreal Can10,500$246 12/31/2023
     IBHH10,500$246 12/31/2023
Integrated Wealth Concepts LLC10,400$242 12/31/2023
     IBHH10,400$242 12/31/2023
BSW Wealth Partners8,621$201 03/31/2024
     IBHH8,621$201 03/31/2024
Evermay Wealth Management LLC5,000$116 12/31/2023
     IBHH5,000$116 12/31/2023
Morgan Stanley3,376$79 12/31/2023
     IBHH3,376$79 12/31/2023
Royal Bank of Canada2,736$64 12/31/2023
     IBHH2,736$64 12/31/2023
Global Retirement Partners LLC2,542$59 03/31/2024
     IBHH2,542$59 03/31/2024
Wells Fargo & Company MN2,100$49 12/31/2023
     IBHH2,100$49 12/31/2023
Cherry Tree Wealth Management LLC1,711$40 03/31/2024
     IBHH1,711$40 03/31/2024
Principal Securities Inc.871$20 12/31/2023
     IBHH871$20 12/31/2023
CWM LLC670$16 03/31/2024
     IBHH670$16 03/31/2024
Bradley & Co. Private Wealth Management LLC300$7 03/31/2024
     IBHH300$7 03/31/2024

See All: Funds Holding IBHH
See Details: Top 10 Hedge Funds Holding IBHH

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