Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree IBTH Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of IBTH

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.

HolderAmountPosition Size
($ in 1000's)
 As of
GLOBALT Investments LLC GA3,291,583$73,698 12/31/2023
     IBTH3,291,583$73,698 12/31/2023
Morgan Stanley3,008,183$67,352 12/31/2023
     IBTH3,008,183$67,352 12/31/2023
Confluence Investment Management LLC1,429,156$31,227 09/30/2023
     IBTH1,429,156$31,227 09/30/2023
GWM Advisors LLC1,197,227$26,782 12/31/2023
     IBTH1,197,227$26,782 12/31/2023
Bank of America Corp DE1,021,459$22,870 12/31/2023
     IBTH1,021,459$22,870 12/31/2023
Wells Fargo & Company MN980,859$21,961 12/31/2023
     IBTH980,859$21,961 12/31/2023
Stratos Wealth Partners LTD.679,836$15,221 12/31/2023
     IBTH679,836$15,221 12/31/2023
Raymond James Financial Services Advisors Inc.620,709$13,897 12/31/2023
     IBTH620,709$13,897 12/31/2023
Journey Advisory Group LLC616,814$13,810 12/31/2023
     IBTH616,814$13,810 12/31/2023
Commonwealth Equity Services LLC578,694$12,957 12/31/2023
     IBTH578,694$12,957 12/31/2023
FinTrust Capital Advisors LLC563,688$12,621 12/31/2023
     IBTH563,688$12,621 12/31/2023
UBS Group AG477,453$10,690 12/31/2023
     IBTH477,453$10,690 12/31/2023
Envestnet Asset Management Inc.432,133$9,675 12/31/2023
     IBTH432,133$9,675 12/31/2023
MV Capital Management Inc.431,731$9,666 12/31/2023
     IBTH431,731$9,666 12/31/2023
Steward Partners Investment Advisory LLC357,117$7,996 12/31/2023
     IBTH357,117$7,996 12/31/2023
TMD Wealth Management LLC346,352$7,755 12/31/2023
     IBTH346,352$7,755 12/31/2023
Capital Investment Advisors LLC308,216$6,901 12/31/2023
     IBTH308,216$6,901 12/31/2023
Financial Engines Advisors L.L.C.296,187$6,632 12/31/2023
     IBTH296,187$6,632 12/31/2023
InterOcean Capital Group LLC239,318$5,358 12/31/2023
     IBTH239,318$5,358 12/31/2023
Snowden Capital Advisors LLC238,347$5,337 12/31/2023
     IBTH238,347$5,337 12/31/2023
LPL Financial LLC211,251$4,730 12/31/2023
     IBTH211,251$4,730 12/31/2023
Integrated Wealth Concepts LLC198,000$4,433 12/31/2023
     IBTH198,000$4,433 12/31/2023
Truist Financial Corp191,009$4,277 12/31/2023
     IBTH191,009$4,277 12/31/2023
Northwestern Mutual Wealth Management Co.190,419$4,263 12/31/2023
     IBTH190,419$4,263 12/31/2023
Stifel Financial Corp166,367$3,725 12/31/2023
     IBTH166,367$3,725 12/31/2023
Allworth Financial LP162,657$3,642 12/31/2023
     IBTH162,657$3,642 12/31/2023
Royal Bank of Canada155,679$3,486 12/31/2023
     IBTH155,679$3,486 12/31/2023
Granite Bay Wealth Management LLC148,000$3,245 12/31/2023
     IBTH148,000$3,245 12/31/2023
Janney Montgomery Scott LLC134,111$3,003 12/31/2023
     IBTH134,111$3,003 12/31/2023
1858 Wealth Management LLC125,453$2,809 12/31/2023
     IBTH125,453$2,809 12/31/2023
4J Wealth Management LLC112,404$2,517 12/31/2023
     IBTH112,404$2,517 12/31/2023
International Assets Investment Management LLC111,389$2,494 12/31/2023
     IBTH111,389$2,494 12/31/2023
Stockman Wealth Management Inc.108,268$2,424 12/31/2023
     IBTH108,268$2,424 12/31/2023
KCS Wealth Advisory99,685$2,178 09/30/2023
     IBTH99,685$2,178 09/30/2023
Accretive Wealth Partners LLC94,970$2,126 12/31/2023
     IBTH94,970$2,126 12/31/2023
Probity Advisors Inc.94,338$2,112 12/31/2023
     IBTH94,338$2,112 12/31/2023
MKT Advisors LLC93,890$2,092 12/31/2023
     IBTH93,890$2,092 12/31/2023
Shelton Wealth Management LLC87,041$1,949 12/31/2023
     IBTH87,041$1,949 12/31/2023
Park Avenue Securities LLC86,475$1,936 12/31/2023
     IBTH86,475$1,936 12/31/2023
Country Club Bank GFN83,929$1,879 12/31/2023
     IBTH83,929$1,879 12/31/2023
Lido Advisors LLC77,919$1,738 12/31/2023
     IBTH77,919$1,738 12/31/2023
Synovus Financial Corp73,146$1,638 12/31/2023
     IBTH73,146$1,638 12/31/2023
Cambridge Investment Research Advisors Inc.65,573$1,468 12/31/2023
     IBTH65,573$1,468 12/31/2023
Altus Wealth Group LLC64,414$1,442 12/31/2023
     IBTH64,414$1,442 12/31/2023
Advisor Group Holdings Inc.64,323$1,440 12/31/2023
     IBTH64,323$1,440 12/31/2023
CWM LLC59,563$1,334 12/31/2023
     IBTH59,563$1,334 12/31/2023
CENTRAL TRUST Co58,148$1,302 12/31/2023
     IBTH58,148$1,302 12/31/2023
Ameriprise Financial Inc.57,236$1,280 12/31/2023
     IBTH57,236$1,280 12/31/2023
Cetera Investment Advisers56,640$1,268 12/31/2023
     IBTH56,640$1,268 12/31/2023
Associated Banc Corp51,761$1,159 12/31/2023
     IBTH51,761$1,159 12/31/2023

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

Institutional Holders of IBTH | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.