HoldingsChannel.com
On this page, we present all of the funds holding IBHE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBHE, with a link to that fund's top holdings. The next columns indicate the amount of IBHE stock held by each of the funds holding IBHE, followed by the IBHE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 93 funds holding IBHE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Richard P Slaughter Associates Inc. For more details on the positions held by Richard P Slaughter Associates Inc (or by any of the other funds holding IBHE), click the fund name in the "Holder" column of the funds-holding-IBHE table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Richard P Slaughter Associates Inc | 1,184,193 | $27,686 | 03/31/2024 |
| IBHE | 1,184,193 | $27,686 | 03/31/2024 |
| Bank of America Corp DE | 961,927 | $22,221 | 12/31/2023 |
| IBHE | 961,927 | $22,221 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 903,710 | $21,129 | 03/31/2024 |
| IBHE | 903,710 | $21,129 | 03/31/2024 |
| AE Wealth Management LLC | 858,668 | $19,990 | 12/31/2023 |
| IBHE | 858,668 | $19,990 | 12/31/2023 |
| Ashton Thomas Private Wealth LLC | 672,437 | $15,722 | 03/31/2024 |
| IBHE | 672,437 | $15,722 | 03/31/2024 |
| Mid American Wealth Advisory Group Inc. | 628,987 | $14,706 | 03/31/2024 |
| IBHE | 628,987 | $14,706 | 03/31/2024 |
| Wells Fargo & Company MN | 522,677 | $12,074 | 12/31/2023 |
| IBHE | 522,677 | $12,074 | 12/31/2023 |
| Commonwealth Financial Services LLC | 515,962 | $11,919 | 12/31/2023 |
| IBHE | 515,962 | $11,919 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 489,527 | $11,308 | 12/31/2023 |
| IBHE | 489,527 | $11,308 | 12/31/2023 |
| HighTower Advisors LLC | 293,506 | $6,774 | 12/31/2023 |
| IBHE | 293,506 | $6,774 | 12/31/2023 |
| Scissortail Wealth Management LLC | 279,666 | $6,516 | 12/31/2023 |
| IBHE | 279,666 | $6,516 | 12/31/2023 |
| PFG Private Wealth Management LLC | 251,207 | $5,873 | 03/31/2024 |
| IBHE | 251,207 | $5,873 | 03/31/2024 |
| Morgan Stanley | 251,184 | $5,802 | 12/31/2023 |
| IBHE | 251,184 | $5,802 | 12/31/2023 |
| Michael S. Ryan Inc. | 218,370 | $5,105 | 03/31/2024 |
| IBHE | 218,370 | $5,105 | 03/31/2024 |
| LPL Financial LLC | 205,264 | $4,742 | 12/31/2023 |
| IBHE | 205,264 | $4,742 | 12/31/2023 |
| Cetera Advisors LLC | 194,966 | $4,504 | 12/31/2023 |
| IBHE | 194,966 | $4,504 | 12/31/2023 |
| Mutual Advisors LLC | 185,508 | $4,285 | 12/31/2023 |
| IBHE | 185,508 | $4,285 | 12/31/2023 |
| Royal Bank of Canada | 182,113 | $4,206 | 12/31/2023 |
| IBHE | 182,113 | $4,206 | 12/31/2023 |
| EP Wealth Advisors LLC | 181,595 | $4,195 | 12/31/2023 |
| IBHE | 181,595 | $4,195 | 12/31/2023 |
| GWM Advisors LLC | 141,108 | $3,273 | 12/31/2023 |
| IBHE | 141,108 | $3,273 | 12/31/2023 |
| Commonwealth Equity Services LLC | 124,951 | $2,886 | 12/31/2023 |
| IBHE | 124,951 | $2,886 | 12/31/2023 |
| Lbmc Investment Advisors LLC | 111,609 | $2,609 | 03/31/2024 |
| IBHE | 111,609 | $2,609 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 99,501 | $2,326 | 03/31/2024 |
| IBHE | 99,501 | $2,326 | 03/31/2024 |
| Tyler Stone Wealth Management | 95,727 | $2,211 | 12/31/2023 |
| IBHE | 95,727 | $2,211 | 12/31/2023 |
| Krilogy Financial LLC | 88,496 | $2,069 | 03/31/2024 |
| IBHE | 88,496 | $2,069 | 03/31/2024 |
| Advisor Group Holdings Inc. | 78,955 | $1,824 | 12/31/2023 |
| IBHE | 78,955 | $1,824 | 12/31/2023 |
| Lido Advisors LLC | 72,969 | $1,686 | 12/31/2023 |
| IBHE | 72,969 | $1,686 | 12/31/2023 |
| Granite Bay Wealth Management LLC | 63,000 | $1,443 | 12/31/2023 |
| IBHE | 63,000 | $1,443 | 12/31/2023 |
| Phillips Financial Management LLC | 60,432 | $1,413 | 03/31/2024 |
| IBHE | 60,432 | $1,413 | 03/31/2024 |
| IFP Advisors Inc | 58,663 | $1,355 | 12/31/2023 |
| IBHE | 58,663 | $1,355 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 56,430 | $1,304 | 12/31/2023 |
| IBHE | 56,430 | $1,304 | 12/31/2023 |
| Straight Path Wealth Management | 53,042 | $1,225 | 12/31/2023 |
| IBHE | 53,042 | $1,225 | 12/31/2023 |
| Nwam LLC | 47,689 | $1,102 | 12/31/2023 |
| IBHE | 47,689 | $1,102 | 12/31/2023 |
| New England Private Wealth Advisors LLC | 46,118 | $1,065 | 12/31/2023 |
| IBHE | 46,118 | $1,065 | 12/31/2023 |
| Steele Capital Management Inc. | 45,452 | $1,063 | 03/31/2024 |
| IBHE | 45,452 | $1,063 | 03/31/2024 |
| Ironwood Financial llc | 43,792 | $1,024 | 03/31/2024 |
| IBHE | 43,792 | $1,024 | 03/31/2024 |
| Werba Rubin Papier Wealth Management | 34,298 | $792 | 12/31/2023 |
| IBHE | 34,298 | $792 | 12/31/2023 |
| Raymond James & Associates | 33,243 | $777 | 03/31/2024 |
| IBHE | 33,243 | $777 | 03/31/2024 |
| Wrapmanager Inc. | 28,814 | $666 | 12/31/2023 |
| IBHE | 28,814 | $666 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 27,010 | $624 | 12/31/2023 |
| IBHE | 27,010 | $624 | 12/31/2023 |
| Wealthsource Partners LLC | 25,294 | $584 | 12/31/2023 |
| IBHE | 25,294 | $584 | 12/31/2023 |
| Great Lakes Retirement Inc. | 25,077 | $579 | 12/31/2023 |
| IBHE | 25,077 | $579 | 12/31/2023 |
| Thoroughbred Financial Services LLC | 24,414 | $563 | 12/31/2023 |
| IBHE | 24,414 | $563 | 12/31/2023 |
| GAMMA Investing LLC | 23,298 | $545 | 03/31/2024 |
| IBHE | 23,298 | $545 | 03/31/2024 |
| Howland Capital Management LLC | 23,430 | $541 | 12/31/2023 |
| IBHE | 23,430 | $541 | 12/31/2023 |
| Sunbelt Securities Inc. | 20,190 | $472 | 03/31/2024 |
| IBHE | 20,190 | $472 | 03/31/2024 |
| Sightline Wealth Advisors LLC | 18,485 | $432 | 03/31/2024 |
| IBHE | 18,485 | $432 | 03/31/2024 |
| Lincoln National Corp | 16,173 | $374 | 12/31/2023 |
| IBHE | 16,173 | $374 | 12/31/2023 |
| Adroit Compliance LLC | 15,519 | $358 | 12/31/2023 |
| IBHE | 15,519 | $358 | 12/31/2023 |
| Klaas Financial Asset Advisors LLC | 14,990 | $350 | 03/31/2024 |
| IBHE | 14,990 | $350 | 03/31/2024 |
| Creative Planning | 14,171 | $327 | 12/31/2023 |
| IBHE | 14,171 | $327 | 12/31/2023 |
| Arrow Financial Corp | 13,422 | $310 | 12/31/2023 |
| IBHE | 13,422 | $310 | 12/31/2023 |
| Madden Advisory Services Inc. | 13,133 | $303 | 12/31/2023 |
| IBHE | 13,133 | $303 | 12/31/2023 |
| Austin Private Wealth LLC | 12,638 | $294 | 03/31/2024 |
| IBHE | 12,638 | $294 | 03/31/2024 |
| Valley National Advisers Inc. | 12,440 | $290 | 03/31/2024 |
| IBHE | 12,440 | $290 | 03/31/2024 |
| Wealth Enhancement Advisory Services LLC | 12,015 | $281 | 03/31/2024 |
| IBHE | 12,015 | $281 | 03/31/2024 |
| Baird Financial Group Inc. | 11,862 | $274 | 12/31/2023 |
| IBHE | 11,862 | $274 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 11,476 | $268 | 03/31/2024 |
| IBHE | 11,476 | $268 | 03/31/2024 |
| Windsor Capital Management LLC | 11,206 | $262 | 03/31/2024 |
| IBHE | 11,206 | $262 | 03/31/2024 |
| Mainsail Asset Management LLC | 11,217 | $262 | 03/31/2024 |
| IBHE | 11,217 | $262 | 03/31/2024 |
| Cetera Investment Advisers | 11,194 | $259 | 12/31/2023 |
| IBHE | 11,194 | $259 | 12/31/2023 |
| Exchange Capital Management Inc. | 10,770 | $252 | 03/31/2024 |
| IBHE | 10,770 | $252 | 03/31/2024 |
| Bbjs Financial Advisors LLC | 10,779 | $249 | 12/31/2023 |
| IBHE | 10,779 | $249 | 12/31/2023 |
| Quad Cities Investment Group LLC | 10,551 | $247 | 03/31/2024 |
| IBHE | 10,551 | $247 | 03/31/2024 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,385 | $240 | 12/31/2023 |
| IBHE | 10,385 | $240 | 12/31/2023 |
| M3 Advisory Group LLC | 10,375 | $240 | 12/31/2023 |
| IBHE | 10,375 | $240 | 12/31/2023 |
| Headinvest LLC | 10,350 | $239 | 12/31/2023 |
| IBHE | 10,350 | $239 | 12/31/2023 |
| Fairhaven Wealth Management LLC | 9,776 | $226 | 12/31/2023 |
| IBHE | 9,776 | $226 | 12/31/2023 |
| UBS Group AG | 9,510 | $220 | 12/31/2023 |
| IBHE | 9,510 | $220 | 12/31/2023 |
| BSW Wealth Partners | 8,677 | $203 | 03/31/2024 |
| IBHE | 8,677 | $203 | 03/31/2024 |
| Day & Ennis LLC | 8,806 | $203 | 12/31/2023 |
| IBHE | 8,806 | $203 | 12/31/2023 |
| CWM LLC | 7,748 | $181 | 03/31/2024 |
| IBHE | 7,748 | $181 | 03/31/2024 |
| Global Retirement Partners LLC | 5,246 | $123 | 03/31/2024 |
| IBHE | 5,246 | $123 | 03/31/2024 |
| Bradley & Co. Private Wealth Management LLC | 5,297 | $122 | 12/31/2023 |
| IBHE | 5,297 | $122 | 12/31/2023 |
| Principal Securities Inc. | 5,100 | $118 | 12/31/2023 |
| IBHE | 5,100 | $118 | 12/31/2023 |
| Evermay Wealth Management LLC | 5,000 | $116 | 12/31/2023 |
| IBHE | 5,000 | $116 | 12/31/2023 |
| Comerica Bank | 4,750 | $110 | 12/31/2023 |
| IBHE | 4,750 | $110 | 12/31/2023 |
| JPMorgan Chase & Co. | 2,100 | $49 | 12/31/2023 |
| IBHE | 2,100 | $49 | 12/31/2023 |
| NBC Securities Inc. | 1,988 | $46 | 03/31/2024 |
| IBHE | 1,988 | $46 | 03/31/2024 |
| Fifth Third Bancorp | 1,800 | $42 | 03/31/2024 |
| IBHE | 1,800 | $42 | 03/31/2024 |
| North Star Investment Management Corp. | 1,700 | $39 | 12/31/2023 |
| IBHE | 1,700 | $39 | 12/31/2023 |
| Cherry Tree Wealth Management LLC | 1,525 | $35 | 12/31/2023 |
| IBHE | 1,525 | $35 | 12/31/2023 |
| Farther Finance Advisors LLC | 1,525 | $35 | 12/31/2023 |
| IBHE | 1,525 | $35 | 12/31/2023 |
| Parallel Advisors LLC | 1,100 | $25 | 12/31/2023 |
| IBHE | 1,100 | $25 | 12/31/2023 |
| Laurel Wealth Advisors LLC | 1,000 | $23 | 12/31/2023 |
| IBHE | 1,000 | $23 | 12/31/2023 |
| Bramshill Investments LLC | 700 | $16 | 12/31/2023 |
| IBHE | 700 | $16 | 12/31/2023 |
| Parkside Financial Bank & Trust | 509 | $12 | 12/31/2023 |
| IBHE | 509 | $12 | 12/31/2023 |
| FMR LLC | 485 | $11 | 12/31/2023 |
| IBHE | 485 | $11 | 12/31/2023 |
| Orion Capital Management LLC | 301 | $7 | 12/31/2023 |
| IBHE | 301 | $7 | 12/31/2023 |
| Moisand Fitzgerald Tamayo LLC | 200 | $5 | 03/31/2024 |
| IBHE | 200 | $5 | 03/31/2024 |
| Mascoma Wealth Management LLC | 192 | $4 | 12/31/2023 |
| IBHE | 192 | $4 | 12/31/2023 |
| Asset Dedication LLC | 118 | $3 | 03/31/2024 |
| IBHE | 118 | $3 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| IBHE | 0 | $0 | 12/31/2023 |
| Tucker Asset Management LLC | 12 | $0 | 12/31/2023 |
| IBHE | 12 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBHE
See Details: Top 10 Hedge Funds Holding IBHE
Also See: IBHE Holdings Changes
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