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There is a long list of 131 institutional holders of IBTH 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 IBTH by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBTH table below,
the initial column indicates the name of each top institutional holder of IBTH, with a link to that fund's top holdings. The next columns
indicate the amount of IBTH stock held by each of the institutional holders of IBTH, followed by the IBTH 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 |
GLOBALT Investments LLC GA | 3,291,583 | $73,698 | 12/31/2023 | IBTH | 3,291,583 | $73,698 | 12/31/2023 | Morgan Stanley | 3,008,183 | $67,352 | 12/31/2023 | IBTH | 3,008,183 | $67,352 | 12/31/2023 | Confluence Investment Management LLC | 1,429,156 | $31,227 | 09/30/2023 | IBTH | 1,429,156 | $31,227 | 09/30/2023 | GWM Advisors LLC | 1,197,227 | $26,782 | 12/31/2023 | IBTH | 1,197,227 | $26,782 | 12/31/2023 | Bank of America Corp DE | 1,021,459 | $22,870 | 12/31/2023 | IBTH | 1,021,459 | $22,870 | 12/31/2023 | Wells Fargo & Company MN | 980,859 | $21,961 | 12/31/2023 | IBTH | 980,859 | $21,961 | 12/31/2023 | Stratos Wealth Partners LTD. | 679,836 | $15,221 | 12/31/2023 | IBTH | 679,836 | $15,221 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 620,709 | $13,897 | 12/31/2023 | IBTH | 620,709 | $13,897 | 12/31/2023 | Journey Advisory Group LLC | 616,814 | $13,810 | 12/31/2023 | IBTH | 616,814 | $13,810 | 12/31/2023 | Commonwealth Equity Services LLC | 578,694 | $12,957 | 12/31/2023 | IBTH | 578,694 | $12,957 | 12/31/2023 | FinTrust Capital Advisors LLC | 563,688 | $12,621 | 12/31/2023 | IBTH | 563,688 | $12,621 | 12/31/2023 | UBS Group AG | 477,453 | $10,690 | 12/31/2023 | IBTH | 477,453 | $10,690 | 12/31/2023 | Envestnet Asset Management Inc. | 432,133 | $9,675 | 12/31/2023 | IBTH | 432,133 | $9,675 | 12/31/2023 | MV Capital Management Inc. | 431,731 | $9,666 | 12/31/2023 | IBTH | 431,731 | $9,666 | 12/31/2023 | Steward Partners Investment Advisory LLC | 357,117 | $7,996 | 12/31/2023 | IBTH | 357,117 | $7,996 | 12/31/2023 | TMD Wealth Management LLC | 346,352 | $7,755 | 12/31/2023 | IBTH | 346,352 | $7,755 | 12/31/2023 | Capital Investment Advisors LLC | 308,216 | $6,901 | 12/31/2023 | IBTH | 308,216 | $6,901 | 12/31/2023 | Financial Engines Advisors L.L.C. | 296,187 | $6,632 | 12/31/2023 | IBTH | 296,187 | $6,632 | 12/31/2023 | InterOcean Capital Group LLC | 239,318 | $5,358 | 12/31/2023 | IBTH | 239,318 | $5,358 | 12/31/2023 | Snowden Capital Advisors LLC | 238,347 | $5,337 | 12/31/2023 | IBTH | 238,347 | $5,337 | 12/31/2023 | LPL Financial LLC | 211,251 | $4,730 | 12/31/2023 | IBTH | 211,251 | $4,730 | 12/31/2023 | Integrated Wealth Concepts LLC | 198,000 | $4,433 | 12/31/2023 | IBTH | 198,000 | $4,433 | 12/31/2023 | Truist Financial Corp | 191,009 | $4,277 | 12/31/2023 | IBTH | 191,009 | $4,277 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 190,419 | $4,263 | 12/31/2023 | IBTH | 190,419 | $4,263 | 12/31/2023 | Stifel Financial Corp | 166,367 | $3,725 | 12/31/2023 | IBTH | 166,367 | $3,725 | 12/31/2023 | Allworth Financial LP | 162,657 | $3,642 | 12/31/2023 | IBTH | 162,657 | $3,642 | 12/31/2023 | Royal Bank of Canada | 155,679 | $3,486 | 12/31/2023 | IBTH | 155,679 | $3,486 | 12/31/2023 | Granite Bay Wealth Management LLC | 148,000 | $3,245 | 12/31/2023 | IBTH | 148,000 | $3,245 | 12/31/2023 | Janney Montgomery Scott LLC | 134,111 | $3,003 | 12/31/2023 | IBTH | 134,111 | $3,003 | 12/31/2023 | 1858 Wealth Management LLC | 125,453 | $2,809 | 12/31/2023 | IBTH | 125,453 | $2,809 | 12/31/2023 | 4J Wealth Management LLC | 112,404 | $2,517 | 12/31/2023 | IBTH | 112,404 | $2,517 | 12/31/2023 | International Assets Investment Management LLC | 111,389 | $2,494 | 12/31/2023 | IBTH | 111,389 | $2,494 | 12/31/2023 | Stockman Wealth Management Inc. | 108,268 | $2,424 | 12/31/2023 | IBTH | 108,268 | $2,424 | 12/31/2023 | KCS Wealth Advisory | 99,685 | $2,178 | 09/30/2023 | IBTH | 99,685 | $2,178 | 09/30/2023 | Accretive Wealth Partners LLC | 94,970 | $2,126 | 12/31/2023 | IBTH | 94,970 | $2,126 | 12/31/2023 | Probity Advisors Inc. | 94,338 | $2,112 | 12/31/2023 | IBTH | 94,338 | $2,112 | 12/31/2023 | MKT Advisors LLC | 93,890 | $2,092 | 12/31/2023 | IBTH | 93,890 | $2,092 | 12/31/2023 | Shelton Wealth Management LLC | 87,041 | $1,949 | 12/31/2023 | IBTH | 87,041 | $1,949 | 12/31/2023 | Park Avenue Securities LLC | 86,475 | $1,936 | 12/31/2023 | IBTH | 86,475 | $1,936 | 12/31/2023 | Country Club Bank GFN | 83,929 | $1,879 | 12/31/2023 | IBTH | 83,929 | $1,879 | 12/31/2023 | Lido Advisors LLC | 77,919 | $1,738 | 12/31/2023 | IBTH | 77,919 | $1,738 | 12/31/2023 | Synovus Financial Corp | 73,146 | $1,638 | 12/31/2023 | IBTH | 73,146 | $1,638 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 65,573 | $1,468 | 12/31/2023 | IBTH | 65,573 | $1,468 | 12/31/2023 | Altus Wealth Group LLC | 64,414 | $1,442 | 12/31/2023 | IBTH | 64,414 | $1,442 | 12/31/2023 | Advisor Group Holdings Inc. | 64,323 | $1,440 | 12/31/2023 | IBTH | 64,323 | $1,440 | 12/31/2023 | CWM LLC | 59,563 | $1,334 | 12/31/2023 | IBTH | 59,563 | $1,334 | 12/31/2023 | CENTRAL TRUST Co | 58,148 | $1,302 | 12/31/2023 | IBTH | 58,148 | $1,302 | 12/31/2023 | Ameriprise Financial Inc. | 57,236 | $1,280 | 12/31/2023 | IBTH | 57,236 | $1,280 | 12/31/2023 | Cetera Investment Advisers | 56,640 | $1,268 | 12/31/2023 | IBTH | 56,640 | $1,268 | 12/31/2023 | Associated Banc Corp | 51,761 | $1,159 | 12/31/2023 | IBTH | 51,761 | $1,159 | 12/31/2023 |
See All: Funds Holding IBTH
See Details: Top 10 Hedge Funds Holding IBTH
Also See: IBTH Holdings Changes
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