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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Commonwealth Equity Services LLC | 105,941 | $2,476 | 03/31/2024 |
IBHI | 105,941 | $2,476 | 03/31/2024 |
Wrapmanager Inc. | 26,678 | $617 | 12/31/2023 |
IBHI | 26,678 | $617 | 12/31/2023 |
Royal Bank of Canada | 22,407 | $519 | 12/31/2023 |
IBHI | 22,407 | $519 | 12/31/2023 |
Straight Path Wealth Management | 21,913 | $507 | 12/31/2023 |
IBHI | 21,913 | $507 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 19,709 | $461 | 03/31/2024 |
IBHI | 19,709 | $461 | 03/31/2024 |
Morgan Stanley | 18,070 | $418 | 12/31/2023 |
IBHI | 18,070 | $418 | 12/31/2023 |
Lido Advisors LLC | 14,870 | $344 | 12/31/2023 |
IBHI | 14,870 | $344 | 12/31/2023 |
Jane Street Group LLC | 14,580 | $337 | 12/31/2023 |
IBHI | 14,580 | $337 | 12/31/2023 |
BSW Wealth Partners | 8,647 | $202 | 03/31/2024 |
IBHI | 8,647 | $202 | 03/31/2024 |
M3 Advisory Group LLC | 8,558 | $200 | 03/31/2024 |
IBHI | 8,558 | $200 | 03/31/2024 |
Bank of Montreal Can | 6,000 | $140 | 12/31/2023 |
IBHI | 6,000 | $140 | 12/31/2023 |
Bank of America Corp DE | 5,328 | $123 | 12/31/2023 |
IBHI | 5,328 | $123 | 12/31/2023 |
Wells Fargo & Company MN | 4,337 | $100 | 12/31/2023 |
IBHI | 4,337 | $100 | 12/31/2023 |
Global Retirement Partners LLC | 4,026 | $94 | 03/31/2024 |
IBHI | 4,026 | $94 | 03/31/2024 |
Bradley & Co. Private Wealth Management LLC | 2,509 | $59 | 03/31/2024 |
IBHI | 2,509 | $59 | 03/31/2024 |
Advisor Group Holdings Inc. | 1,867 | $43 | 12/31/2023 |
IBHI | 1,867 | $43 | 12/31/2023 |
IFP Advisors Inc | 1,194 | $28 | 12/31/2023 |
IBHI | 1,194 | $28 | 12/31/2023 |
CWM LLC | 902 | $21 | 03/31/2024 |
IBHI | 902 | $21 | 03/31/2024 |
UBS Group AG | 755 | $17 | 12/31/2023 |
IBHI | 755 | $17 | 12/31/2023 |
GAMMA Investing LLC | 310 | $7 | 03/31/2024 |
IBHI | 310 | $7 | 03/31/2024 |
HHM Wealth Advisors LLC | 173 | $4 | 12/31/2023 |
IBHI | 173 | $4 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IBHI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBHI
See Details: Top 10 Hedge Funds Holding IBHI
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