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Funds Holding IBHC

On this page, we present all of the funds holding IBHC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBHC, with a link to that fund's top holdings. The next columns indicate the amount of IBHC stock held by each of the funds holding IBHC, followed by the IBHC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 50 funds holding IBHC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IBHC), click the fund name in the "Holder" column of the funds-holding-IBHC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE427,506$9,987 09/30/2022
     IBHC427,506$9,987 09/30/2022
Absolute Capital Management LLC372,655$8,705 09/30/2022
     IBHC372,655$8,705 09/30/2022
Royal Bank of Canada323,479$7,556 09/30/2022
     IBHC323,479$7,556 09/30/2022
Morgan Stanley233,663$5,458 09/30/2022
     IBHC233,663$5,458 09/30/2022
Wells Fargo & Company MN226,683$5,295 09/30/2022
     IBHC226,683$5,295 09/30/2022
Asset Dedication LLC181,845$4,257 12/31/2022
     IBHC181,845$4,257 12/31/2022
LPL Financial LLC143,698$3,357 09/30/2022
     IBHC143,698$3,357 09/30/2022
Advisor Group Holdings Inc.132,013$3,084 09/30/2022
     IBHC132,013$3,084 09/30/2022
Raymond James & Associates121,205$2,831 09/30/2022
     IBHC121,205$2,831 09/30/2022
Peloton Wealth Strategists107,825$2,519 09/30/2022
     IBHC107,825$2,519 09/30/2022
Raymond James Financial Services Advisors Inc.97,404$2,275 09/30/2022
     IBHC97,404$2,275 09/30/2022
GWM Advisors LLC95,646$2,234 09/30/2022
     IBHC95,646$2,234 09/30/2022
Integrated Wealth Concepts LLC94,907$2,217 09/30/2022
     IBHC94,907$2,217 09/30/2022
Commonwealth Equity Services LLC90,902$2,123 09/30/2022
     IBHC90,902$2,123 09/30/2022
Janney Montgomery Scott LLC81,757$1,910 09/30/2022
     IBHC81,757$1,910 09/30/2022
Jane Street Group LLC77,777$1,817 09/30/2022
     IBHC77,777$1,817 09/30/2022
Resonant Capital Advisors LLC67,599$1,587 12/31/2022
     IBHC67,599$1,587 12/31/2022
Northstar Group Inc.51,375$1,206 12/31/2022
     IBHC51,375$1,206 12/31/2022
Valley National Advisers Inc.42,291$995 12/31/2022
     IBHC42,291$995 12/31/2022
Rockefeller Capital Management L.P.35,575$831 09/30/2022
     IBHC35,575$831 09/30/2022
Sigma Planning Corp32,293$758 12/31/2022
     IBHC32,293$758 12/31/2022
Arrow Financial Corp28,760$672 09/30/2022
     IBHC28,760$672 09/30/2022
Bellecapital International Ltd.25,964$607 09/30/2022
     IBHC25,964$607 09/30/2022
Envestnet Asset Management Inc.25,448$594 09/30/2022
     IBHC25,448$594 09/30/2022
Cetera Advisors LLC24,662$576 09/30/2022
     IBHC24,662$576 09/30/2022
Change Path LLC24,190$565 09/30/2022
     IBHC24,190$565 09/30/2022
Wrapmanager Inc.23,410$547 09/30/2022
     IBHC23,410$547 09/30/2022
Leavell Investment Management Inc.21,285$500 12/31/2022
     IBHC21,285$500 12/31/2022
Lbmc Investment Advisors LLC20,437$480 12/31/2022
     IBHC20,437$480 12/31/2022
Atria Wealth Solutions Inc.19,305$451 09/30/2022
     IBHC19,305$451 09/30/2022
IFP Advisors Inc17,827$446 09/30/2022
     IBHC17,827$446 09/30/2022
Segment Wealth Management LLC17,795$418 12/31/2022
     IBHC17,795$418 12/31/2022
McLean Asset Management Corp17,542$412 12/31/2022
     IBHC17,542$412 12/31/2022
Avantax Advisory Services Inc.16,323$381 09/30/2022
     IBHC16,323$381 09/30/2022
Colton Groome Financial Advisors LLC16,000$376 12/31/2022
     IBHC16,000$376 12/31/2022
HighTower Advisors LLC12,772$299 09/30/2022
     IBHC12,772$299 09/30/2022
Quad Cities Investment Group LLC12,809$299 09/30/2022
     IBHC12,809$299 09/30/2022
Baltimore Washington Financial Advisors Inc.12,653$295 09/30/2022
     IBHC12,653$295 09/30/2022
4J Wealth Management LLC10,891$256 12/31/2022
     IBHC10,891$256 12/31/2022
Headinvest LLC10,955$256 09/30/2022
     IBHC10,955$256 09/30/2022
Tradition Wealth Management LLC8,330$195 09/30/2022
     IBHC8,330$195 09/30/2022
Northwestern Mutual Wealth Management Co.6,955$162 09/30/2022
     IBHC6,955$162 09/30/2022
Timber Creek Capital Management LLC6,121$144 12/31/2022
     IBHC6,121$144 12/31/2022
Bradley & Co. Private Wealth Management LLC5,717$133 09/30/2022
     IBHC5,717$133 09/30/2022
Element Wealth LLC4,607$108 12/31/2022
     IBHC4,607$108 12/31/2022
Tyler Stone Wealth Management2,000$47 09/30/2022
     IBHC2,000$47 09/30/2022
UBS Group AG500$12 09/30/2022
     IBHC500$12 09/30/2022
First National Bank of South Miami85$2 12/31/2022
     IBHC85$2 12/31/2022
US Bancorp DE80$2 09/30/2022
     IBHC80$2 09/30/2022
Proequities Inc.0$0 12/31/2022
     IBHC0$0 12/31/2022
FMR LLC1$0 09/30/2022
     IBHC1$0 09/30/2022

See Summary: Institutional Holders of IBHC
See Details: Top 10 Hedge Funds Holding IBHC
Also See: IBHC Holdings Changes

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