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There is a long list of 70 institutional holders of IBTK 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 IBTK by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBTK table below,
the initial column indicates the name of each top institutional holder of IBTK, with a link to that fund's top holdings. The next columns
indicate the amount of IBTK stock held by each of the institutional holders of IBTK, followed by the IBTK 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 |
|---|
 Wells Fargo & Company MN | 1,931,485 | $38,089 | 12/31/2023 | | IBTK | 1,931,485 | $38,089 | 12/31/2023 | | Atwood & Palmer Inc. | 952,675 | $18,501 | 03/31/2024 | | IBTK | 952,675 | $18,501 | 03/31/2024 | | Nottingham Advisors Inc. | 778,666 | $15,355 | 12/31/2023 | | IBTK | 778,666 | $15,355 | 12/31/2023 | | Waycross Investment Management Co | 532,956 | $10,350 | 03/31/2024 | | IBTK | 532,956 | $10,350 | 03/31/2024 | | Bank of America Corp DE | 506,944 | $9,997 | 12/31/2023 | | IBTK | 506,944 | $9,997 | 12/31/2023 | | Confluence Investment Management LLC | 408,958 | $7,942 | 03/31/2024 | | IBTK | 408,958 | $7,942 | 03/31/2024 | | Raymond James & Associates | 350,755 | $6,812 | 03/31/2024 | | IBTK | 350,755 | $6,812 | 03/31/2024 | | Krilogy Financial LLC | 332,073 | $6,449 | 03/31/2024 | | IBTK | 332,073 | $6,449 | 03/31/2024 | | TMD Wealth Management LLC | 300,940 | $5,935 | 12/31/2023 | | IBTK | 300,940 | $5,935 | 12/31/2023 | | Legacy Private Trust Co. | 253,981 | $4,932 | 03/31/2024 | | IBTK | 253,981 | $4,932 | 03/31/2024 | | Cetera Advisors LLC | 125,573 | $2,476 | 12/31/2023 | | IBTK | 125,573 | $2,476 | 12/31/2023 | | UBS Group AG | 125,537 | $2,476 | 12/31/2023 | | IBTK | 125,537 | $2,476 | 12/31/2023 | | LPL Financial LLC | 119,535 | $2,357 | 12/31/2023 | | IBTK | 119,535 | $2,357 | 12/31/2023 | | Accretive Wealth Partners LLC | 110,262 | $2,174 | 12/31/2023 | | IBTK | 110,262 | $2,174 | 12/31/2023 | | Stockman Wealth Management Inc. | 109,356 | $2,124 | 03/31/2024 | | IBTK | 109,356 | $2,124 | 03/31/2024 | | Morgan Stanley | 107,143 | $2,113 | 12/31/2023 | | IBTK | 107,143 | $2,113 | 12/31/2023 | | Probity Advisors Inc. | 106,098 | $2,092 | 12/31/2023 | | IBTK | 106,098 | $2,092 | 12/31/2023 | | Country Club Bank GFN | 104,463 | $2,029 | 03/31/2024 | | IBTK | 104,463 | $2,029 | 03/31/2024 | | Ameriprise Financial Inc. | 98,559 | $1,944 | 12/31/2023 | | IBTK | 98,559 | $1,944 | 12/31/2023 | | CENTRAL TRUST Co | 79,946 | $1,553 | 03/31/2024 | | IBTK | 79,946 | $1,553 | 03/31/2024 | | FF Advisors LLC | 73,640 | $1,430 | 03/31/2024 | | IBTK | 73,640 | $1,430 | 03/31/2024 | | HighTower Advisors LLC | 68,881 | $1,357 | 12/31/2023 | | IBTK | 68,881 | $1,357 | 12/31/2023 | | Royal Bank of Canada | 66,683 | $1,315 | 12/31/2023 | | IBTK | 66,683 | $1,315 | 12/31/2023 | | Envestnet Asset Management Inc. | 62,619 | $1,235 | 12/31/2023 | | IBTK | 62,619 | $1,235 | 12/31/2023 | | Flow Traders U.S. LLC | 59,967 | $1,183 | 12/31/2023 | | IBTK | 59,967 | $1,183 | 12/31/2023 | | Jane Street Group LLC | 59,496 | $1,173 | 12/31/2023 | | IBTK | 59,496 | $1,173 | 12/31/2023 | | Susquehanna International Group LLP | 59,015 | $1,164 | 12/31/2023 | | IBTK | 59,015 | $1,164 | 12/31/2023 | | GWM Advisors LLC | 57,799 | $1,140 | 12/31/2023 | | IBTK | 57,799 | $1,140 | 12/31/2023 | | D.A. Davidson & CO. | 57,504 | $1,134 | 12/31/2023 | | IBTK | 57,504 | $1,134 | 12/31/2023 | | Kestra Advisory Services LLC | 57,015 | $1,124 | 12/31/2023 | | IBTK | 57,015 | $1,124 | 12/31/2023 | | Park Avenue Securities LLC | 50,170 | $974 | 03/31/2024 | | IBTK | 50,170 | $974 | 03/31/2024 | | Atlantic Private Wealth LLC | 48,144 | $949 | 12/31/2023 | | IBTK | 48,144 | $949 | 12/31/2023 | | NBC Securities Inc. | 39,944 | $775 | 03/31/2024 | | IBTK | 39,944 | $775 | 03/31/2024 | | Stony Point Wealth Management Inc. | 38,819 | $754 | 03/31/2024 | | IBTK | 38,819 | $754 | 03/31/2024 | | Stifel Financial Corp | 32,180 | $635 | 12/31/2023 | | IBTK | 32,180 | $635 | 12/31/2023 | | Commonwealth Equity Services LLC | 31,448 | $620 | 12/31/2023 | | IBTK | 31,448 | $620 | 12/31/2023 | | IFP Advisors Inc | 31,201 | $615 | 12/31/2023 | | IBTK | 31,201 | $615 | 12/31/2023 | | InterOcean Capital Group LLC | 30,291 | $597 | 12/31/2023 | | IBTK | 30,291 | $597 | 12/31/2023 | | Mechanics Bank Trust Department | 29,000 | $563 | 03/31/2024 | | IBTK | 29,000 | $563 | 03/31/2024 | | Snowden Capital Advisors LLC | 28,254 | $557 | 12/31/2023 | | IBTK | 28,254 | $557 | 12/31/2023 | | Yoder Wealth Management Inc. | 27,352 | $531 | 03/31/2024 | | IBTK | 27,352 | $531 | 03/31/2024 | | Compass Ion Advisors LLC | 26,997 | $524 | 03/31/2024 | | IBTK | 26,997 | $524 | 03/31/2024 | | Goldman Sachs Group Inc. | 26,294 | $519 | 12/31/2023 | | IBTK | 26,294 | $519 | 12/31/2023 | | Community Bank N.A. | 26,005 | $513 | 12/31/2023 | | IBTK | 26,005 | $513 | 12/31/2023 | | Proequities Inc. | 25,621 | $505 | 12/31/2023 | | IBTK | 25,621 | $505 | 12/31/2023 | | Arlington Capital Management Inc. | 25,195 | $489 | 03/31/2024 | | IBTK | 25,195 | $489 | 03/31/2024 | | Integrated Wealth Concepts LLC | 24,567 | $484 | 12/31/2023 | | IBTK | 24,567 | $484 | 12/31/2023 | | MV Capital Management Inc. | 24,685 | $479 | 03/31/2024 | | IBTK | 24,685 | $479 | 03/31/2024 | | Advisor Group Holdings Inc. | 22,235 | $438 | 12/31/2023 | | IBTK | 22,235 | $438 | 12/31/2023 | | Mendota Financial Group LLC | 20,893 | $406 | 03/31/2024 | | IBTK | 20,893 | $406 | 03/31/2024 |
See All: Funds Holding IBTK
See Details: Top 10 Hedge Funds Holding IBTK
Also See: IBTK Holdings Changes
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