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Holder Amount Position Size ($ in 1000's)  As of Wrapmanager Inc. 26,678 $617  12/31/2023      IBHI 26,678 $617  12/31/2023 Commonwealth Equity Services LLC 25,882 $599  12/31/2023      IBHI 25,882 $599  12/31/2023 Royal Bank of Canada 22,407 $519  12/31/2023      IBHI 22,407 $519  12/31/2023 Straight Path Wealth Management 21,913 $507  12/31/2023      IBHI 21,913 $507  12/31/2023 Raymond James Financial Services Advisors Inc. 19,709 $461  03/31/2024      IBHI 19,709 $461  03/31/2024 Morgan Stanley 18,070 $418  12/31/2023      IBHI 18,070 $418  12/31/2023 Lido Advisors LLC 14,870 $344  12/31/2023      IBHI 14,870 $344  12/31/2023 Jane Street Group LLC 14,580 $337  12/31/2023      IBHI 14,580 $337  12/31/2023 BSW Wealth Partners 8,647 $202  03/31/2024      IBHI 8,647 $202  03/31/2024 Bank of Montreal Can 6,000 $140  12/31/2023      IBHI 6,000 $140  12/31/2023 Bank of America Corp DE 5,328 $123  12/31/2023      IBHI 5,328 $123  12/31/2023 Wells Fargo & Company MN 4,337 $100  12/31/2023      IBHI 4,337 $100  12/31/2023 Global Retirement Partners LLC 4,026 $94  03/31/2024      IBHI 4,026 $94  03/31/2024 Bradley & Co. Private Wealth Management LLC 2,509 $58  12/31/2023      IBHI 2,509 $58  12/31/2023 Advisor Group Holdings Inc. 1,867 $43  12/31/2023      IBHI 1,867 $43  12/31/2023 IFP Advisors Inc 1,194 $28  12/31/2023      IBHI 1,194 $28  12/31/2023 CWM LLC 902 $21  03/31/2024      IBHI 902 $21  03/31/2024 UBS Group AG 755 $17  12/31/2023      IBHI 755 $17  12/31/2023 GAMMA Investing LLC 310 $7  03/31/2024      IBHI 310 $7  03/31/2024 HHM Wealth Advisors LLC 173 $4  12/31/2023      IBHI 173 $4  12/31/2023 See All: Funds Holding IBHI See Details: Top 10 Hedge Funds Holding IBHI

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