HoldingsChannel.com
On this page, we present all of the funds holding IBMR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBMR, with a link to that fund's top holdings. The next columns indicate the amount of IBMR stock held by each of the funds holding IBMR, followed by the IBMR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 38 funds holding IBMR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wilbanks Smith & Thomas Asset Management LLC. For more details on the positions held by Wilbanks Smith & Thomas Asset Management LLC (or by any of the other funds holding IBMR), click the fund name in the "Holder" column of the funds-holding-IBMR table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Wilbanks Smith & Thomas Asset Management LLC | 669,722 | $17,145 | 12/31/2023 |
| IBMR | 669,722 | $17,145 | 12/31/2023 |
| HighTower Advisors LLC | 320,793 | $8,212 | 12/31/2023 |
| IBMR | 320,793 | $8,212 | 12/31/2023 |
| Crumly & Associates Inc. | 308,717 | $7,903 | 12/31/2023 |
| IBMR | 308,717 | $7,903 | 12/31/2023 |
| Gateway Advisory LLC | 246,158 | $6,302 | 12/31/2023 |
| IBMR | 246,158 | $6,302 | 12/31/2023 |
| Cypress Point Wealth Management LLC | 117,000 | $2,995 | 12/31/2023 |
| IBMR | 117,000 | $2,995 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 90,677 | $2,289 | 03/31/2024 |
| IBMR | 90,677 | $2,289 | 03/31/2024 |
| Praetorian Wealth Management Inc. | 90,533 | $2,286 | 03/31/2024 |
| IBMR | 90,533 | $2,286 | 03/31/2024 |
| Sound View Wealth Advisors Group LLC | 66,049 | $1,691 | 12/31/2023 |
| IBMR | 66,049 | $1,691 | 12/31/2023 |
| CENTRAL TRUST Co | 61,638 | $1,556 | 03/31/2024 |
| IBMR | 61,638 | $1,556 | 03/31/2024 |
| Little House Capital LLC | 46,529 | $1,175 | 03/31/2024 |
| IBMR | 46,529 | $1,175 | 03/31/2024 |
| Raymond James & Associates | 42,708 | $1,078 | 03/31/2024 |
| IBMR | 42,708 | $1,078 | 03/31/2024 |
| Klingman & Associates LLC | 34,776 | $890 | 12/31/2023 |
| IBMR | 34,776 | $890 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 30,417 | $779 | 12/31/2023 |
| IBMR | 30,417 | $779 | 12/31/2023 |
| FF Advisors LLC | 24,125 | $609 | 03/31/2024 |
| IBMR | 24,125 | $609 | 03/31/2024 |
| Cetera Investment Advisers | 20,000 | $512 | 12/31/2023 |
| IBMR | 20,000 | $512 | 12/31/2023 |
| James Investment Research Inc. | 19,400 | $497 | 12/31/2023 |
| IBMR | 19,400 | $497 | 12/31/2023 |
| Wrapmanager Inc. | 15,322 | $392 | 12/31/2023 |
| IBMR | 15,322 | $392 | 12/31/2023 |
| Bank of America Corp DE | 13,713 | $351 | 12/31/2023 |
| IBMR | 13,713 | $351 | 12/31/2023 |
| Signature Wealth Management Group | 13,948 | $348 | 03/31/2024 |
| IBMR | 13,948 | $348 | 03/31/2024 |
| Confluence Investment Management LLC | 12,886 | $325 | 03/31/2024 |
| IBMR | 12,886 | $325 | 03/31/2024 |
| Stifel Financial Corp | 11,500 | $294 | 12/31/2023 |
| IBMR | 11,500 | $294 | 12/31/2023 |
| Citadel Advisors LLC | 10,566 | $270 | 12/31/2023 |
| IBMR | 10,566 | $270 | 12/31/2023 |
| Parallel Advisors LLC | 10,000 | $256 | 12/31/2023 |
| IBMR | 10,000 | $256 | 12/31/2023 |
| Capital Investment Advisors LLC | 9,964 | $252 | 03/31/2024 |
| IBMR | 9,964 | $252 | 03/31/2024 |
| Commonwealth Equity Services LLC | 9,323 | $235 | 03/31/2024 |
| IBMR | 9,323 | $235 | 03/31/2024 |
| Prime Capital Investment Advisors LLC | 8,830 | $226 | 12/31/2023 |
| IBMR | 8,830 | $226 | 12/31/2023 |
| Green Harvest Asset Management LLC | 8,830 | $226 | 12/31/2023 |
| IBMR | 8,830 | $226 | 12/31/2023 |
| Sandy Spring Bank | 8,780 | $225 | 12/31/2023 |
| IBMR | 8,780 | $225 | 12/31/2023 |
| Royal Bank of Canada | 8,200 | $210 | 12/31/2023 |
| IBMR | 8,200 | $210 | 12/31/2023 |
| Mariner LLC | 8,173 | $209 | 12/31/2023 |
| IBMR | 8,173 | $209 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 5,061 | $128 | 03/31/2024 |
| IBMR | 5,061 | $128 | 03/31/2024 |
| Wells Fargo & Company MN | 1,554 | $40 | 12/31/2023 |
| IBMR | 1,554 | $40 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 1,545 | $40 | 12/31/2023 |
| IBMR | 1,545 | $40 | 12/31/2023 |
| UBS Group AG | 1,201 | $31 | 12/31/2023 |
| IBMR | 1,201 | $31 | 12/31/2023 |
| Allworth Financial LP | 829 | $21 | 03/31/2024 |
| IBMR | 829 | $21 | 03/31/2024 |
| Aspect Partners LLC | 771 | $20 | 12/31/2023 |
| IBMR | 771 | $20 | 12/31/2023 |
| Addison Advisors LLC | 255 | $7 | 12/31/2023 |
| IBMR | 255 | $7 | 12/31/2023 |
| BlackRock Inc. | 62 | $2 | 12/31/2023 |
| IBMR | 62 | $2 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| IBMR | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBMR
See Details: Top 10 Hedge Funds Holding IBMR
Also See: IBMR Holdings Changes
 Free IBMR Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
