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Funds Holding IBHI

On this page, we present all of the funds holding IBHI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBHI, with a link to that fund's top holdings. The next columns indicate the amount of IBHI stock held by each of the funds holding IBHI, followed by the IBHI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 21 funds holding IBHI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC (or by any of the other funds holding IBHI), click the fund name in the "Holder" column of the funds-holding-IBHI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Commonwealth Equity Services LLC105,941$2,476 03/31/2024
     IBHI105,941$2,476 03/31/2024
Wrapmanager Inc.26,678$617 12/31/2023
     IBHI26,678$617 12/31/2023
Royal Bank of Canada22,407$519 12/31/2023
     IBHI22,407$519 12/31/2023
Straight Path Wealth Management21,913$507 12/31/2023
     IBHI21,913$507 12/31/2023
Raymond James Financial Services Advisors Inc.19,709$461 03/31/2024
     IBHI19,709$461 03/31/2024
Morgan Stanley18,070$418 12/31/2023
     IBHI18,070$418 12/31/2023
Lido Advisors LLC14,870$344 12/31/2023
     IBHI14,870$344 12/31/2023
Jane Street Group LLC14,580$337 12/31/2023
     IBHI14,580$337 12/31/2023
BSW Wealth Partners8,647$202 03/31/2024
     IBHI8,647$202 03/31/2024
M3 Advisory Group LLC8,558$200 03/31/2024
     IBHI8,558$200 03/31/2024
Bank of Montreal Can6,000$140 12/31/2023
     IBHI6,000$140 12/31/2023
Bank of America Corp DE5,328$123 12/31/2023
     IBHI5,328$123 12/31/2023
Wells Fargo & Company MN4,337$100 12/31/2023
     IBHI4,337$100 12/31/2023
Global Retirement Partners LLC4,026$94 03/31/2024
     IBHI4,026$94 03/31/2024
Bradley & Co. Private Wealth Management LLC2,509$59 03/31/2024
     IBHI2,509$59 03/31/2024
Advisor Group Holdings Inc.1,867$43 12/31/2023
     IBHI1,867$43 12/31/2023
IFP Advisors Inc1,194$28 12/31/2023
     IBHI1,194$28 12/31/2023
CWM LLC902$21 03/31/2024
     IBHI902$21 03/31/2024
UBS Group AG755$17 12/31/2023
     IBHI755$17 12/31/2023
GAMMA Investing LLC310$7 03/31/2024
     IBHI310$7 03/31/2024
HHM Wealth Advisors LLC173$4 12/31/2023
     IBHI173$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     IBHI0$0 12/31/2023

See Summary: Institutional Holders of IBHI
See Details: Top 10 Hedge Funds Holding IBHI

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