On this page, we present all of the funds holding IBTE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBTE, with a link to that fund's top holdings. The next columns indicate the amount of IBTE stock held by each of the funds holding IBTE, followed by the IBTE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 270 funds holding IBTE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Captrust Financial Advisors. For more details on the positions held by Captrust Financial Advisors (or by any of the other funds holding IBTE), click the fund name in the "Holder" column of the funds-holding-IBTE table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Captrust Financial Advisors | 19,070,559 | $455,024 | 12/31/2023 |
IBTE | 19,070,559 | $455,024 | 12/31/2023 |
Granite Bay Wealth Management LLC | 5,038,157 | $120,045 | 12/31/2023 |
IBTE | 5,038,157 | $120,045 | 12/31/2023 |
Bank of America Corp DE | 4,462,695 | $106,480 | 12/31/2023 |
IBTE | 4,462,695 | $106,480 | 12/31/2023 |
Morgan Stanley | 3,497,751 | $83,456 | 12/31/2023 |
IBTE | 3,497,751 | $83,456 | 12/31/2023 |
UBS Group AG | 3,482,550 | $83,094 | 12/31/2023 |
IBTE | 3,482,550 | $83,094 | 12/31/2023 |
HM Payson & Co. | 2,201,207 | $52,521 | 12/31/2023 |
IBTE | 2,201,207 | $52,521 | 12/31/2023 |
Wells Fargo & Company MN | 2,062,101 | $49,202 | 12/31/2023 |
IBTE | 2,062,101 | $49,202 | 12/31/2023 |
Campbell Wealth Management | 1,800,252 | $42,954 | 12/31/2023 |
IBTE | 1,800,252 | $42,954 | 12/31/2023 |
LPL Financial LLC | 1,686,106 | $40,230 | 12/31/2023 |
IBTE | 1,686,106 | $40,230 | 12/31/2023 |
Hills Bank & Trust Co | 1,591,657 | $37,977 | 12/31/2023 |
IBTE | 1,591,657 | $37,977 | 12/31/2023 |
GWM Advisors LLC | 1,560,725 | $37,266 | 12/31/2023 |
IBTE | 1,560,725 | $37,266 | 12/31/2023 |
InterOcean Capital Group LLC | 1,507,671 | $35,973 | 12/31/2023 |
IBTE | 1,507,671 | $35,973 | 12/31/2023 |
Royal Bank of Canada | 1,425,591 | $34,014 | 12/31/2023 |
IBTE | 1,425,591 | $34,014 | 12/31/2023 |
Renaissance Technologies LLC | 1,322,512 | $31,555 | 12/31/2023 |
IBTE | 1,322,512 | $31,555 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,281,200 | $30,569 | 12/31/2023 |
IBTE | 1,281,200 | $30,569 | 12/31/2023 |
Capital Investment Advisors LLC | 1,243,958 | $29,780 | 03/31/2024 |
IBTE | 1,243,958 | $29,780 | 03/31/2024 |
Stifel Financial Corp | 1,199,201 | $28,613 | 12/31/2023 |
IBTE | 1,199,201 | $28,613 | 12/31/2023 |
Cliftonlarsonallen Wealth Advisors LLC | 1,162,107 | $27,728 | 12/31/2023 |
IBTE | 1,162,107 | $27,728 | 12/31/2023 |
Ambassador Advisors LLC | 1,148,064 | $27,393 | 12/31/2023 |
IBTE | 1,148,064 | $27,393 | 12/31/2023 |
Rockefeller Capital Management L.P. | 1,069,753 | $25,524 | 12/31/2023 |
IBTE | 1,069,753 | $25,524 | 12/31/2023 |
Equitable Holdings Inc. | 906,274 | $21,624 | 12/31/2023 |
IBTE | 906,274 | $21,624 | 12/31/2023 |
Financial Strategies Group Inc. | 898,093 | $21,491 | 12/31/2023 |
IBTE | 898,093 | $21,491 | 12/31/2023 |
MV Capital Management Inc. | 883,641 | $21,084 | 12/31/2023 |
IBTE | 883,641 | $21,084 | 12/31/2023 |
Advisor Group Holdings Inc. | 810,897 | $19,348 | 12/31/2023 |
IBTE | 810,897 | $19,348 | 12/31/2023 |
Integrated Wealth Concepts LLC | 756,576 | $18,052 | 12/31/2023 |
IBTE | 756,576 | $18,052 | 12/31/2023 |
Thrivent Financial for Lutherans | 729,336 | $17,402 | 12/31/2023 |
IBTE | 729,336 | $17,402 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 695,267 | $16,589 | 12/31/2023 |
IBTE | 695,267 | $16,589 | 12/31/2023 |
Scissortail Wealth Management LLC | 681,793 | $16,322 | 12/31/2023 |
IBTE | 681,793 | $16,322 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 680,505 | $16,237 | 12/31/2023 |
IBTE | 680,505 | $16,237 | 12/31/2023 |
Mariner LLC | 662,253 | $15,801 | 12/31/2023 |
IBTE | 662,253 | $15,801 | 12/31/2023 |
Day & Ennis LLC | 637,510 | $15,211 | 12/31/2023 |
IBTE | 637,510 | $15,211 | 12/31/2023 |
Connecticut Wealth Management LLC | 632,391 | $15,089 | 12/31/2023 |
IBTE | 632,391 | $15,089 | 12/31/2023 |
Baltimore Washington Financial Advisors Inc. | 630,013 | $15,032 | 12/31/2023 |
IBTE | 630,013 | $15,032 | 12/31/2023 |
Raymond James & Associates | 603,766 | $14,406 | 12/31/2023 |
IBTE | 603,766 | $14,406 | 12/31/2023 |
Commonwealth Equity Services LLC | 569,106 | $13,579 | 12/31/2023 |
IBTE | 569,106 | $13,579 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 528,867 | $12,619 | 12/31/2023 |
IBTE | 528,867 | $12,619 | 12/31/2023 |
Colony Group LLC | 504,297 | $12,033 | 12/31/2023 |
IBTE | 504,297 | $12,033 | 12/31/2023 |
HighTower Advisors LLC | 455,082 | $10,860 | 12/31/2023 |
IBTE | 455,082 | $10,860 | 12/31/2023 |
Brookstone Capital Management | 436,238 | $10,444 | 03/31/2024 |
IBTE | 436,238 | $10,444 | 03/31/2024 |
Krilogy Financial LLC | 419,779 | $10,016 | 12/31/2023 |
IBTE | 419,779 | $10,016 | 12/31/2023 |
IFP Advisors Inc | 417,532 | $9,962 | 12/31/2023 |
IBTE | 417,532 | $9,962 | 12/31/2023 |
CENTRAL TRUST Co | 414,288 | $9,885 | 12/31/2023 |
IBTE | 414,288 | $9,885 | 12/31/2023 |
Baker Ellis Asset Management LLC | 408,803 | $9,787 | 03/31/2024 |
IBTE | 408,803 | $9,787 | 03/31/2024 |
Lido Advisors LLC | 397,460 | $9,483 | 12/31/2023 |
IBTE | 397,460 | $9,483 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 391,620 | $9,344 | 12/31/2023 |
IBTE | 391,620 | $9,344 | 12/31/2023 |
AE Wealth Management LLC | 388,319 | $9,296 | 12/31/2023 |
IBTE | 388,319 | $9,296 | 12/31/2023 |
Journey Advisory Group LLC | 387,947 | $9,256 | 12/31/2023 |
IBTE | 387,947 | $9,256 | 12/31/2023 |
Bailard Inc. | 384,796 | $9,181 | 12/31/2023 |
IBTE | 384,796 | $9,181 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 365,982 | $8,733 | 12/31/2023 |
IBTE | 365,982 | $8,733 | 12/31/2023 |
Stephens Consulting LLC | 355,377 | $8,508 | 03/31/2024 |
IBTE | 355,377 | $8,508 | 03/31/2024 |
Atlantic Union Bankshares Corp | 340,929 | $8,162 | 03/31/2024 |
IBTE | 340,929 | $8,162 | 03/31/2024 |
Financial Engines Advisors L.L.C. | 339,802 | $8,108 | 12/31/2023 |
IBTE | 339,802 | $8,108 | 12/31/2023 |
Cetera Investment Advisers | 339,496 | $8,100 | 12/31/2023 |
IBTE | 339,496 | $8,100 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 339,474 | $8,100 | 12/31/2023 |
IBTE | 339,474 | $8,100 | 12/31/2023 |
Kerntke Otto McGlone Wealth Management Group | 314,979 | $7,515 | 12/31/2023 |
IBTE | 314,979 | $7,515 | 12/31/2023 |
Ameriprise Financial Inc. | 304,922 | $7,269 | 12/31/2023 |
IBTE | 304,922 | $7,269 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 297,664 | $7,102 | 12/31/2023 |
IBTE | 297,664 | $7,102 | 12/31/2023 |
Kestra Advisory Services LLC | 294,606 | $7,029 | 12/31/2023 |
IBTE | 294,606 | $7,029 | 12/31/2023 |
Truist Financial Corp | 287,799 | $6,867 | 12/31/2023 |
IBTE | 287,799 | $6,867 | 12/31/2023 |
Chatham Capital Group Inc. | 284,755 | $6,794 | 12/31/2023 |
IBTE | 284,755 | $6,794 | 12/31/2023 |
Creative Planning | 275,042 | $6,563 | 12/31/2023 |
IBTE | 275,042 | $6,563 | 12/31/2023 |
MKT Advisors LLC | 266,978 | $6,378 | 03/31/2024 |
IBTE | 266,978 | $6,378 | 03/31/2024 |
Gradient Investments LLC | 261,132 | $6,231 | 12/31/2023 |
IBTE | 261,132 | $6,231 | 12/31/2023 |
IFG Advisory LLC | 252,706 | $6,030 | 12/31/2023 |
IBTE | 252,706 | $6,030 | 12/31/2023 |
Keeler Thomas Management LLC | 250,735 | $5,983 | 12/31/2023 |
IBTE | 250,735 | $5,983 | 12/31/2023 |
Strategic Blueprint LLC | 242,965 | $5,797 | 12/31/2023 |
IBTE | 242,965 | $5,797 | 12/31/2023 |
D.A. Davidson & CO. | 237,306 | $5,662 | 12/31/2023 |
IBTE | 237,306 | $5,662 | 12/31/2023 |
Trinity Wealth Management LLC | 229,885 | $5,485 | 12/31/2023 |
IBTE | 229,885 | $5,485 | 12/31/2023 |
4J Wealth Management LLC | 217,361 | $5,186 | 12/31/2023 |
IBTE | 217,361 | $5,186 | 12/31/2023 |
OneAscent Financial Services LLC | 213,850 | $5,120 | 03/31/2024 |
IBTE | 213,850 | $5,120 | 03/31/2024 |
Lunt Capital Management Inc. | 214,580 | $5,120 | 12/31/2023 |
IBTE | 214,580 | $5,120 | 12/31/2023 |
Janney Montgomery Scott LLC | 206,632 | $4,930 | 12/31/2023 |
IBTE | 206,632 | $4,930 | 12/31/2023 |
Carmel Capital Partners LLC | 197,888 | $4,722 | 12/31/2023 |
IBTE | 197,888 | $4,722 | 12/31/2023 |
Envestnet Asset Management Inc. | 197,875 | $4,721 | 12/31/2023 |
IBTE | 197,875 | $4,721 | 12/31/2023 |
Leavell Investment Management Inc. | 193,569 | $4,619 | 12/31/2023 |
IBTE | 193,569 | $4,619 | 12/31/2023 |
Americana Partners LLC | 191,692 | $4,597 | 12/31/2023 |
IBTE | 191,692 | $4,597 | 12/31/2023 |
Global Assets Advisory LLC | 187,726 | $4,494 | 03/31/2024 |
IBTE | 187,726 | $4,494 | 03/31/2024 |
Eldridge Investment Advisors Inc. | 185,434 | $4,424 | 12/31/2023 |
IBTE | 185,434 | $4,424 | 12/31/2023 |
Atlantic Private Wealth LLC | 185,145 | $4,418 | 12/31/2023 |
IBTE | 185,145 | $4,418 | 12/31/2023 |
Atria Wealth Solutions Inc. | 176,269 | $4,206 | 12/31/2023 |
IBTE | 176,269 | $4,206 | 12/31/2023 |
Country Club Bank GFN | 175,395 | $4,185 | 12/31/2023 |
IBTE | 175,395 | $4,185 | 12/31/2023 |
Essential Planning LLC. | 169,172 | $4,036 | 12/31/2023 |
IBTE | 169,172 | $4,036 | 12/31/2023 |
Sontag Advisory LLC | 161,768 | $3,860 | 12/31/2023 |
IBTE | 161,768 | $3,860 | 12/31/2023 |
Black Swift Group LLC | 155,190 | $3,703 | 12/31/2023 |
IBTE | 155,190 | $3,703 | 12/31/2023 |
Archer Investment Corp | 151,364 | $3,612 | 12/31/2023 |
IBTE | 151,364 | $3,612 | 12/31/2023 |
MML Investors Services LLC | 148,847 | $3,551 | 12/31/2023 |
IBTE | 148,847 | $3,551 | 12/31/2023 |
Royal Harbor Partners LLC | 140,098 | $3,343 | 12/31/2023 |
IBTE | 140,098 | $3,343 | 12/31/2023 |
CWM LLC | 139,568 | $3,341 | 03/31/2024 |
IBTE | 139,568 | $3,341 | 03/31/2024 |
Park Avenue Securities LLC | 136,080 | $3,258 | 03/31/2024 |
IBTE | 136,080 | $3,258 | 03/31/2024 |
Money Concepts Capital Corp | 127,986 | $3,054 | 12/31/2023 |
IBTE | 127,986 | $3,054 | 12/31/2023 |
Montag A & Associates Inc. | 125,458 | $2,993 | 12/31/2023 |
IBTE | 125,458 | $2,993 | 12/31/2023 |
Beacon Financial Group | 124,995 | $2,982 | 12/31/2023 |
IBTE | 124,995 | $2,982 | 12/31/2023 |
Wealthsource Partners LLC | 121,975 | $2,910 | 12/31/2023 |
IBTE | 121,975 | $2,910 | 12/31/2023 |
Allworth Financial LP | 116,820 | $2,787 | 12/31/2023 |
IBTE | 116,820 | $2,787 | 12/31/2023 |
Boston Family Office LLC | 110,060 | $2,626 | 12/31/2023 |
IBTE | 110,060 | $2,626 | 12/31/2023 |
Lincoln National Corp | 107,760 | $2,571 | 12/31/2023 |
IBTE | 107,760 | $2,571 | 12/31/2023 |
Leo Wealth LLC | 106,268 | $2,536 | 12/31/2023 |
IBTE | 106,268 | $2,536 | 12/31/2023 |
Pacific Sage Partners LLC | 102,347 | $2,442 | 12/31/2023 |
IBTE | 102,347 | $2,442 | 12/31/2023 |
Stratos Wealth Partners LTD. | 101,735 | $2,436 | 03/31/2024 |
IBTE | 101,735 | $2,436 | 03/31/2024 |
Accretive Wealth Partners LLC | 101,327 | $2,418 | 12/31/2023 |
IBTE | 101,327 | $2,418 | 12/31/2023 |
PSI Advisors LLC | 98,373 | $2,347 | 12/31/2023 |
IBTE | 98,373 | $2,347 | 12/31/2023 |
Phillips Financial Management LLC | 96,383 | $2,300 | 12/31/2023 |
IBTE | 96,383 | $2,300 | 12/31/2023 |
Lantz Financial LLC | 93,859 | $2,247 | 03/31/2024 |
IBTE | 93,859 | $2,247 | 03/31/2024 |
Lokken Investment Group LLC | 92,828 | $2,215 | 12/31/2023 |
IBTE | 92,828 | $2,215 | 12/31/2023 |
Baird Financial Group Inc. | 91,290 | $2,178 | 12/31/2023 |
IBTE | 91,290 | $2,178 | 12/31/2023 |
Safeguard Financial LLC | 89,770 | $2,149 | 03/31/2024 |
IBTE | 89,770 | $2,149 | 03/31/2024 |
Change Path LLC | 89,094 | $2,126 | 12/31/2023 |
IBTE | 89,094 | $2,126 | 12/31/2023 |
True Link Financial Advisors LLC | 86,713 | $2,069 | 12/31/2023 |
IBTE | 86,713 | $2,069 | 12/31/2023 |
Investment Management Associates Inc. ADV | 83,610 | $1,995 | 12/31/2023 |
IBTE | 83,610 | $1,995 | 12/31/2023 |
Stockman Wealth Management Inc. | 83,176 | $1,991 | 03/31/2024 |
IBTE | 83,176 | $1,991 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 83,445 | $1,991 | 12/31/2023 |
IBTE | 83,445 | $1,991 | 12/31/2023 |
Evexia Wealth LLC | 83,387 | $1,990 | 12/31/2023 |
IBTE | 83,387 | $1,990 | 12/31/2023 |
Sawtooth Solutions LLC | 82,723 | $1,974 | 12/31/2023 |
IBTE | 82,723 | $1,974 | 12/31/2023 |
Sigma Planning Corp | 77,063 | $1,839 | 12/31/2023 |
IBTE | 77,063 | $1,839 | 12/31/2023 |
Associated Banc Corp | 76,770 | $1,832 | 12/31/2023 |
IBTE | 76,770 | $1,832 | 12/31/2023 |
Rinkey Investments | 76,431 | $1,824 | 12/31/2023 |
IBTE | 76,431 | $1,824 | 12/31/2023 |
Cooper Financial Group | 76,151 | $1,823 | 03/31/2024 |
IBTE | 76,151 | $1,823 | 03/31/2024 |
Resonant Capital Advisors LLC | 71,689 | $1,710 | 12/31/2023 |
IBTE | 71,689 | $1,710 | 12/31/2023 |
Beacon Pointe Advisors LLC | 69,591 | $1,660 | 12/31/2023 |
IBTE | 69,591 | $1,660 | 12/31/2023 |
Mutual Advisors LLC | 67,520 | $1,611 | 12/31/2023 |
IBTE | 67,520 | $1,611 | 12/31/2023 |
Benjamin Edwards Inc. | 67,259 | $1,605 | 12/31/2023 |
IBTE | 67,259 | $1,605 | 12/31/2023 |
Kestra Private Wealth Services LLC | 66,016 | $1,575 | 12/31/2023 |
IBTE | 66,016 | $1,575 | 12/31/2023 |
Private Advisor Group LLC | 65,840 | $1,571 | 12/31/2023 |
IBTE | 65,840 | $1,571 | 12/31/2023 |
Howland Capital Management LLC | 64,329 | $1,535 | 12/31/2023 |
IBTE | 64,329 | $1,535 | 12/31/2023 |
Advisory Research Inc. | 64,180 | $1,531 | 12/31/2023 |
IBTE | 64,180 | $1,531 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 63,296 | $1,510 | 12/31/2023 |
IBTE | 63,296 | $1,510 | 12/31/2023 |
Schmidt P J Investment Management Inc. | 60,318 | $1,444 | 12/31/2023 |
IBTE | 60,318 | $1,444 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 59,262 | $1,414 | 12/31/2023 |
IBTE | 59,262 | $1,414 | 12/31/2023 |
Farther Finance Advisors LLC | 55,911 | $1,334 | 12/31/2023 |
IBTE | 55,911 | $1,334 | 12/31/2023 |
Probity Advisors Inc. | 54,315 | $1,296 | 12/31/2023 |
IBTE | 54,315 | $1,296 | 12/31/2023 |
Valmark Advisers Inc. | 53,720 | $1,282 | 12/31/2023 |
IBTE | 53,720 | $1,282 | 12/31/2023 |
Mill Creek Capital Advisors LLC | 53,213 | $1,270 | 12/31/2023 |
IBTE | 53,213 | $1,270 | 12/31/2023 |
Adroit Compliance LLC | 53,042 | $1,266 | 12/31/2023 |
IBTE | 53,042 | $1,266 | 12/31/2023 |
Klaas Financial Asset Advisors LLC | 53,042 | $1,266 | 12/31/2023 |
IBTE | 53,042 | $1,266 | 12/31/2023 |
Advance Capital Management Inc. | 52,026 | $1,246 | 03/31/2024 |
IBTE | 52,026 | $1,246 | 03/31/2024 |
Endowment Wealth Management Inc. | 51,243 | $1,223 | 12/31/2023 |
IBTE | 51,243 | $1,223 | 12/31/2023 |
Montecito Bank & Trust | 46,189 | $1,106 | 03/31/2024 |
IBTE | 46,189 | $1,106 | 03/31/2024 |
Coldstream Capital Management Inc. | 44,347 | $1,058 | 12/31/2023 |
IBTE | 44,347 | $1,058 | 12/31/2023 |
US Bancorp DE | 42,932 | $1,024 | 12/31/2023 |
IBTE | 42,932 | $1,024 | 12/31/2023 |
Cetera Advisor Networks LLC | 41,630 | $993 | 12/31/2023 |
IBTE | 41,630 | $993 | 12/31/2023 |
Element Wealth LLC | 41,246 | $984 | 12/31/2023 |
IBTE | 41,246 | $984 | 12/31/2023 |
Regal Investment Advisors LLC | 40,913 | $976 | 12/31/2023 |
IBTE | 40,913 | $976 | 12/31/2023 |
Austin Private Wealth LLC | 40,491 | $967 | 03/31/2024 |
IBTE | 40,491 | $967 | 03/31/2024 |
Horizons Wealth Management | 38,210 | $912 | 03/31/2024 |
IBTE | 38,210 | $912 | 03/31/2024 |
Crestmont Private Wealth LLC | 37,690 | $902 | 03/31/2024 |
IBTE | 37,690 | $902 | 03/31/2024 |
Reliant Wealth Planning | 36,380 | $868 | 12/31/2023 |
IBTE | 36,380 | $868 | 12/31/2023 |
Crew Capital Management Ltd. | 35,417 | $845 | 12/31/2023 |
IBTE | 35,417 | $845 | 12/31/2023 |
Gould Asset Management LLC CA | 31,015 | $740 | 12/31/2023 |
IBTE | 31,015 | $740 | 12/31/2023 |
Belpointe Asset Management LLC | 30,500 | $728 | 12/31/2023 |
IBTE | 30,500 | $728 | 12/31/2023 |
Ruggaard & Associates LLC | 30,215 | $721 | 12/31/2023 |
IBTE | 30,215 | $721 | 12/31/2023 |
Raymond James Trust N.A. | 29,941 | $714 | 12/31/2023 |
IBTE | 29,941 | $714 | 12/31/2023 |
Conrad Siegel Investment Advisors Inc. | 28,852 | $691 | 03/31/2024 |
IBTE | 28,852 | $691 | 03/31/2024 |
Susquehanna International Group LLP | 28,884 | $689 | 12/31/2023 |
IBTE | 28,884 | $689 | 12/31/2023 |
Fairhaven Wealth Management LLC | 26,588 | $634 | 12/31/2023 |
IBTE | 26,588 | $634 | 12/31/2023 |
Snowden Capital Advisors LLC | 26,428 | $631 | 12/31/2023 |
IBTE | 26,428 | $631 | 12/31/2023 |
Global Retirement Partners LLC | 25,774 | $616 | 12/31/2023 |
IBTE | 25,774 | $616 | 12/31/2023 |
BCS Wealth Management | 25,634 | $614 | 03/31/2024 |
IBTE | 25,634 | $614 | 03/31/2024 |
Cerity Partners LLC | 25,735 | $614 | 12/31/2023 |
IBTE | 25,735 | $614 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 25,633 | $612 | 12/31/2023 |
IBTE | 25,633 | $612 | 12/31/2023 |
Consolidated Portfolio Review Corp | 25,577 | $610 | 12/31/2023 |
IBTE | 25,577 | $610 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 25,291 | $603 | 12/31/2023 |
IBTE | 25,291 | $603 | 12/31/2023 |
CIBC Private Wealth Group LLC | 25,200 | $601 | 12/31/2023 |
IBTE | 25,200 | $601 | 12/31/2023 |
Foundry Financial Group Inc. | 24,397 | $582 | 12/31/2023 |
IBTE | 24,397 | $582 | 12/31/2023 |
Geneos Wealth Management Inc. | 24,096 | $575 | 12/31/2023 |
IBTE | 24,096 | $575 | 12/31/2023 |
Atwater Malick LLC | 23,573 | $564 | 03/31/2024 |
IBTE | 23,573 | $564 | 03/31/2024 |
Compass Ion Advisors LLC | 23,503 | $561 | 12/31/2023 |
IBTE | 23,503 | $561 | 12/31/2023 |
Insight 2811 Inc. | 22,281 | $532 | 12/31/2023 |
IBTE | 22,281 | $532 | 12/31/2023 |
CIBC World Markets Inc. | 21,950 | $524 | 12/31/2023 |
IBTE | 21,950 | $524 | 12/31/2023 |
Barrett & Company Inc. | 21,861 | $523 | 03/31/2024 |
IBTE | 21,861 | $523 | 03/31/2024 |
Richard P Slaughter Associates Inc | 21,864 | $523 | 03/31/2024 |
IBTE | 21,864 | $523 | 03/31/2024 |
Cetera Advisors LLC | 21,461 | $512 | 12/31/2023 |
IBTE | 21,461 | $512 | 12/31/2023 |
Beacon Financial Planning Inc. | 21,197 | $506 | 12/31/2023 |
IBTE | 21,197 | $506 | 12/31/2023 |
Advisory Services Network LLC | 20,875 | $498 | 12/31/2023 |
IBTE | 20,875 | $498 | 12/31/2023 |
Koss Olinger Consulting LLC | 20,525 | $490 | 12/31/2023 |
IBTE | 20,525 | $490 | 12/31/2023 |
Alliancebernstein L.P. | 20,039 | $478 | 12/31/2023 |
IBTE | 20,039 | $478 | 12/31/2023 |
Perigon Wealth Management LLC | 19,989 | $477 | 12/31/2023 |
IBTE | 19,989 | $477 | 12/31/2023 |
WESPAC Advisors LLC | 19,900 | $475 | 12/31/2023 |
IBTE | 19,900 | $475 | 12/31/2023 |
Thoroughbred Financial Services LLC | 19,638 | $468 | 12/31/2023 |
IBTE | 19,638 | $468 | 12/31/2023 |
Private Trust Co. NA | 19,582 | $467 | 12/31/2023 |
IBTE | 19,582 | $467 | 12/31/2023 |
Mattern Capital Management LLC | 19,499 | $465 | 12/31/2023 |
IBTE | 19,499 | $465 | 12/31/2023 |
Arlington Trust Co LLC | 18,915 | $453 | 03/31/2024 |
IBTE | 18,915 | $453 | 03/31/2024 |
Beverly Hills Private Wealth LLC | 18,844 | $450 | 12/31/2023 |
IBTE | 18,844 | $450 | 12/31/2023 |
Strid Group LLC | 18,531 | $442 | 12/31/2023 |
IBTE | 18,531 | $442 | 12/31/2023 |
ERTS Wealth Advisors LLC | 18,444 | $440 | 12/31/2023 |
IBTE | 18,444 | $440 | 12/31/2023 |
Madden Advisory Services Inc. | 18,275 | $436 | 12/31/2023 |
IBTE | 18,275 | $436 | 12/31/2023 |
Cross Staff Investments Inc | 18,275 | $436 | 12/31/2023 |
IBTE | 18,275 | $436 | 12/31/2023 |
International Assets Investment Management LLC | 17,875 | $426 | 03/31/2024 |
IBTE | 17,875 | $426 | 03/31/2024 |
Straight Path Wealth Management | 17,742 | $423 | 12/31/2023 |
IBTE | 17,742 | $423 | 12/31/2023 |
JDM Financial Group LLC | 16,989 | $405 | 12/31/2023 |
IBTE | 16,989 | $405 | 12/31/2023 |
Principal Securities Inc. | 16,944 | $404 | 12/31/2023 |
IBTE | 16,944 | $404 | 12/31/2023 |
Steele Capital Management Inc. | 16,862 | $402 | 12/31/2023 |
IBTE | 16,862 | $402 | 12/31/2023 |
REDW Wealth LLC | 16,830 | $402 | 12/31/2023 |
IBTE | 16,830 | $402 | 12/31/2023 |
James Investment Research Inc. | 16,775 | $400 | 12/31/2023 |
IBTE | 16,775 | $400 | 12/31/2023 |
CFS Investment Advisory Services LLC | 16,506 | $394 | 12/31/2023 |
IBTE | 16,506 | $394 | 12/31/2023 |
Chesley Taft & Associates LLC | 16,300 | $390 | 03/31/2024 |
IBTE | 16,300 | $390 | 03/31/2024 |
American Planning Services Inc. | 15,385 | $367 | 12/31/2023 |
IBTE | 15,385 | $367 | 12/31/2023 |
Koshinski Asset Management Inc. | 15,236 | $364 | 12/31/2023 |
IBTE | 15,236 | $364 | 12/31/2023 |
Signature Wealth Management Group | 15,256 | $364 | 12/31/2023 |
IBTE | 15,256 | $364 | 12/31/2023 |
Mascoma Wealth Management LLC | 15,103 | $360 | 12/31/2023 |
IBTE | 15,103 | $360 | 12/31/2023 |
OLD Second National Bank of Aurora | 14,934 | $356 | 12/31/2023 |
IBTE | 14,934 | $356 | 12/31/2023 |
CI Private Wealth LLC | 14,910 | $356 | 12/31/2023 |
IBTE | 14,910 | $356 | 12/31/2023 |
Cary Street Partners Asset Management LLC | 14,772 | $352 | 12/31/2023 |
IBTE | 14,772 | $352 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 14,651 | $351 | 03/31/2024 |
IBTE | 14,651 | $351 | 03/31/2024 |
W.H. Cornerstone Investments Inc. | 14,692 | $351 | 12/31/2023 |
IBTE | 14,692 | $351 | 12/31/2023 |
Greenfield Savings Bank | 14,519 | $348 | 03/31/2024 |
IBTE | 14,519 | $348 | 03/31/2024 |
Focused Wealth Management Inc | 14,244 | $340 | 12/31/2023 |
IBTE | 14,244 | $340 | 12/31/2023 |
Relative Value Partners Group LLC | 14,036 | $335 | 12/31/2023 |
IBTE | 14,036 | $335 | 12/31/2023 |
NewEdge Wealth LLC | 13,665 | $326 | 12/31/2023 |
IBTE | 13,665 | $326 | 12/31/2023 |
Commonwealth Financial Services LLC | 13,424 | $320 | 12/31/2023 |
IBTE | 13,424 | $320 | 12/31/2023 |
J.W. Cole Advisors Inc. | 13,138 | $313 | 12/31/2023 |
IBTE | 13,138 | $313 | 12/31/2023 |
Granite Harbor Advisors Inc. | 13,117 | $313 | 12/31/2023 |
IBTE | 13,117 | $313 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 12,647 | $303 | 03/31/2024 |
IBTE | 12,647 | $303 | 03/31/2024 |
United Capital Financial Advisers LLC | 12,561 | $300 | 12/31/2023 |
IBTE | 12,561 | $300 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 12,109 | $290 | 03/31/2024 |
IBTE | 12,109 | $290 | 03/31/2024 |
Baron Silver Stevens Financial Advisors LLC | 12,044 | $287 | 12/31/2023 |
IBTE | 12,044 | $287 | 12/31/2023 |
Claro Advisors LLC | 11,858 | $283 | 12/31/2023 |
IBTE | 11,858 | $283 | 12/31/2023 |
Private Client Services LLC | 11,805 | $282 | 12/31/2023 |
IBTE | 11,805 | $282 | 12/31/2023 |
Apollon Wealth Management LLC | 11,703 | $279 | 12/31/2023 |
IBTE | 11,703 | $279 | 12/31/2023 |
Actinver Wealth Management Inc. | 11,427 | $273 | 12/31/2023 |
IBTE | 11,427 | $273 | 12/31/2023 |
Gateway Wealth Partners LLC | 11,388 | $272 | 12/31/2023 |
IBTE | 11,388 | $272 | 12/31/2023 |
Strategic Financial Concepts LLC | 10,689 | $255 | 12/31/2023 |
IBTE | 10,689 | $255 | 12/31/2023 |
Two Sigma Securities LLC | 10,081 | $241 | 12/31/2023 |
IBTE | 10,081 | $241 | 12/31/2023 |
Laurel Wealth Advisors LLC | 9,900 | $236 | 12/31/2023 |
IBTE | 9,900 | $236 | 12/31/2023 |
SevenOneSeven Capital Management | 9,486 | $226 | 12/31/2023 |
IBTE | 9,486 | $226 | 12/31/2023 |
G&S Capital LLC | 8,755 | $210 | 03/31/2024 |
IBTE | 8,755 | $210 | 03/31/2024 |
Prosperity Planning Inc. | 8,584 | $206 | 03/31/2024 |
IBTE | 8,584 | $206 | 03/31/2024 |
Summit Asset Management LLC | 8,498 | $203 | 12/31/2023 |
IBTE | 8,498 | $203 | 12/31/2023 |
Stratos Wealth Advisors LLC | 8,406 | $201 | 03/31/2024 |
IBTE | 8,406 | $201 | 03/31/2024 |
Glenview Trust Co | 8,400 | $200 | 12/31/2023 |
IBTE | 8,400 | $200 | 12/31/2023 |
Pineridge Advisors LLC | 8,385 | $200 | 12/31/2023 |
IBTE | 8,385 | $200 | 12/31/2023 |
Comerica Bank | 7,208 | $172 | 12/31/2023 |
IBTE | 7,208 | $172 | 12/31/2023 |
Templeton & Phillips Capital Management LLC | 7,200 | $172 | 12/31/2023 |
IBTE | 7,200 | $172 | 12/31/2023 |
Arcadia Investment Management Corp MI | 6,500 | $155 | 12/31/2023 |
IBTE | 6,500 | $155 | 12/31/2023 |
Pinnacle Bank | 3,978 | $95 | 03/31/2024 |
IBTE | 3,978 | $95 | 03/31/2024 |
Princeton Global Asset Management LLC | 3,982 | $95 | 12/31/2023 |
IBTE | 3,982 | $95 | 12/31/2023 |
First Horizon Advisors Inc. | 3,783 | $90 | 12/31/2023 |
IBTE | 3,783 | $90 | 12/31/2023 |
McGlone Suttner Wealth Management Inc. | 3,502 | $84 | 12/31/2023 |
IBTE | 3,502 | $84 | 12/31/2023 |
Evermay Wealth Management LLC | 3,272 | $78 | 12/31/2023 |
IBTE | 3,272 | $78 | 12/31/2023 |
GHP Investment Advisors Inc. | 3,176 | $76 | 12/31/2023 |
IBTE | 3,176 | $76 | 12/31/2023 |
Crewe Advisors LLC | 3,070 | $73 | 12/31/2023 |
IBTE | 3,070 | $73 | 12/31/2023 |
Colonial Trust Co SC | 3,067 | $73 | 12/31/2023 |
IBTE | 3,067 | $73 | 12/31/2023 |
CVA Family Office LLC | 2,940 | $70 | 03/31/2024 |
IBTE | 2,940 | $70 | 03/31/2024 |
Bogart Wealth LLC | 2,874 | $69 | 12/31/2023 |
IBTE | 2,874 | $69 | 12/31/2023 |
Spectrum Wealth Counsel LLC | 2,780 | $66 | 12/31/2023 |
IBTE | 2,780 | $66 | 12/31/2023 |
Harbor Investment Advisory LLC | 2,500 | $60 | 03/31/2024 |
IBTE | 2,500 | $60 | 03/31/2024 |
Clearstead Advisors LLC | 2,500 | $60 | 12/31/2023 |
IBTE | 2,500 | $60 | 12/31/2023 |
Capital Analysts LLC | 1,897 | $45 | 12/31/2023 |
IBTE | 1,897 | $45 | 12/31/2023 |
HHM Wealth Advisors LLC | 1,750 | $42 | 12/31/2023 |
IBTE | 1,750 | $42 | 12/31/2023 |
West Branch Capital LLC | 1,500 | $36 | 12/31/2023 |
IBTE | 1,500 | $36 | 12/31/2023 |
FinTrust Capital Advisors LLC | 1,471 | $35 | 12/31/2023 |
IBTE | 1,471 | $35 | 12/31/2023 |
Spire Wealth Management | 1,400 | $33 | 12/31/2023 |
IBTE | 1,400 | $33 | 12/31/2023 |
Robbins Farley LLC | 1,335 | $32 | 03/31/2024 |
IBTE | 1,335 | $32 | 03/31/2024 |
Harbour Investments Inc. | 1,021 | $24 | 12/31/2023 |
IBTE | 1,021 | $24 | 12/31/2023 |
Parallel Advisors LLC | 1,000 | $24 | 12/31/2023 |
IBTE | 1,000 | $24 | 12/31/2023 |
Parkside Financial Bank & Trust | 914 | $22 | 12/31/2023 |
IBTE | 914 | $22 | 12/31/2023 |
Adirondack Trust Co. | 718 | $17 | 03/31/2024 |
IBTE | 718 | $17 | 03/31/2024 |
First PREMIER Bank | 666 | $16 | 03/31/2024 |
IBTE | 666 | $16 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 683 | $16 | 12/31/2023 |
IBTE | 683 | $16 | 12/31/2023 |
AdvisorNet Financial Inc | 589 | $14 | 03/31/2024 |
IBTE | 589 | $14 | 03/31/2024 |
Evergreen Private Wealth LLC | 288 | $7 | 03/31/2024 |
IBTE | 288 | $7 | 03/31/2024 |
Penserra Capital Management LLC | 310 | $7 | 12/31/2023 |
IBTE | 310 | $7 | 12/31/2023 |
Sunbelt Securities Inc. | 194 | $5 | 03/31/2024 |
IBTE | 194 | $5 | 03/31/2024 |
AllSquare Wealth Management LLC | 210 | $5 | 12/31/2023 |
IBTE | 210 | $5 | 12/31/2023 |
Fifth Third Bancorp | 187 | $4 | 12/31/2023 |
IBTE | 187 | $4 | 12/31/2023 |
Key Financial Inc | 168 | $4 | 12/31/2023 |
IBTE | 168 | $4 | 12/31/2023 |
Blair William & Co. IL | 100 | $2 | 12/31/2023 |
IBTE | 100 | $2 | 12/31/2023 |
Nemes Rush Group LLC | 46 | $1 | 12/31/2023 |
IBTE | 46 | $1 | 12/31/2023 |
FMR LLC | 19 | $0 | 12/31/2023 |
IBTE | 19 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IBTE | 0 | $0 | 12/31/2023 |
Citigroup Inc. | 14 | $0 | 12/31/2023 |
IBTE | 14 | $0 | 12/31/2023 |
Bare Financial Services Inc | 0 | $0 | 12/31/2023 |
IBTE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBTE
See Details: Top 10 Hedge Funds Holding IBTE
Also See: IBTE Holdings Changes
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