HoldingsChannel.com
On this page, we present all of the funds holding IBTI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBTI, with a link to that fund's top holdings. The next columns indicate the amount of IBTI stock held by each of the funds holding IBTI, followed by the IBTI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 102 funds holding IBTI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding IBTI), click the fund name in the "Holder" column of the funds-holding-IBTI table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Wells Fargo & Company MN | 1,546,849 | $34,363 | 12/31/2023 |
| IBTI | 1,546,849 | $34,363 | 12/31/2023 |
| Truist Financial Corp | 1,179,516 | $25,784 | 12/31/2023 |
| IBTI | 1,179,516 | $25,784 | 12/31/2023 |
| Atwood & Palmer Inc. | 926,905 | $20,332 | 03/31/2024 |
| IBTI | 926,905 | $20,332 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 836,710 | $18,353 | 03/31/2024 |
| IBTI | 836,710 | $18,353 | 03/31/2024 |
| Horizon Advisory Services Inc. | 738,598 | $16,201 | 03/31/2024 |
| IBTI | 738,598 | $16,201 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 716,245 | $15,711 | 03/31/2024 |
| IBTI | 716,245 | $15,711 | 03/31/2024 |
| Commonwealth Equity Services LLC | 540,405 | $11,854 | 03/31/2024 |
| IBTI | 540,405 | $11,854 | 03/31/2024 |
| AE Wealth Management LLC | 474,367 | $10,493 | 12/31/2023 |
| IBTI | 474,367 | $10,493 | 12/31/2023 |
| Pineridge Advisors LLC | 468,488 | $10,407 | 12/31/2023 |
| IBTI | 468,488 | $10,407 | 12/31/2023 |
| InterOcean Capital Group LLC | 451,480 | $10,030 | 12/31/2023 |
| IBTI | 451,480 | $10,030 | 12/31/2023 |
| Confluence Investment Management LLC | 448,617 | $9,840 | 03/31/2024 |
| IBTI | 448,617 | $9,840 | 03/31/2024 |
| Journey Advisory Group LLC | 408,928 | $9,084 | 12/31/2023 |
| IBTI | 408,928 | $9,084 | 12/31/2023 |
| Trust Co | 368,736 | $8,088 | 03/31/2024 |
| IBTI | 368,736 | $8,088 | 03/31/2024 |
| Royal Bank of Canada | 333,940 | $7,418 | 12/31/2023 |
| IBTI | 333,940 | $7,418 | 12/31/2023 |
| Legacy Private Trust Co. | 312,481 | $6,854 | 03/31/2024 |
| IBTI | 312,481 | $6,854 | 03/31/2024 |
| Scissortail Wealth Management LLC | 286,593 | $6,357 | 12/31/2023 |
| IBTI | 286,593 | $6,357 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 269,840 | $5,994 | 12/31/2023 |
| IBTI | 269,840 | $5,994 | 12/31/2023 |
| Bank of America Corp DE | 264,594 | $5,878 | 12/31/2023 |
| IBTI | 264,594 | $5,878 | 12/31/2023 |
| Ameriprise Financial Inc. | 259,389 | $5,867 | 12/31/2023 |
| IBTI | 259,389 | $5,867 | 12/31/2023 |
| MKT Advisors LLC | 260,693 | $5,618 | 03/31/2024 |
| IBTI | 260,693 | $5,618 | 03/31/2024 |
| LPL Financial LLC | 226,834 | $5,039 | 12/31/2023 |
| IBTI | 226,834 | $5,039 | 12/31/2023 |
| GWM Advisors LLC | 202,249 | $4,493 | 12/31/2023 |
| IBTI | 202,249 | $4,493 | 12/31/2023 |
| Transcend Wealth Collective LLC | 189,925 | $4,166 | 03/31/2024 |
| IBTI | 189,925 | $4,166 | 03/31/2024 |
| Probity Advisors Inc. | 177,897 | $3,902 | 03/31/2024 |
| IBTI | 177,897 | $3,902 | 03/31/2024 |
| Raymond James & Associates | 166,876 | $3,660 | 03/31/2024 |
| IBTI | 166,876 | $3,660 | 03/31/2024 |
| Global Retirement Partners LLC | 138,765 | $3,044 | 03/31/2024 |
| IBTI | 138,765 | $3,044 | 03/31/2024 |
| UBS Group AG | 130,409 | $2,897 | 12/31/2023 |
| IBTI | 130,409 | $2,897 | 12/31/2023 |
| Carmel Capital Partners LLC | 127,232 | $2,791 | 03/31/2024 |
| IBTI | 127,232 | $2,791 | 03/31/2024 |
| Park Avenue Securities LLC | 123,281 | $2,704 | 03/31/2024 |
| IBTI | 123,281 | $2,704 | 03/31/2024 |
| D.A. Davidson & CO. | 121,646 | $2,702 | 12/31/2023 |
| IBTI | 121,646 | $2,702 | 12/31/2023 |
| CENTRAL TRUST Co | 105,534 | $2,315 | 03/31/2024 |
| IBTI | 105,534 | $2,315 | 03/31/2024 |
| Allworth Financial LP | 101,916 | $2,236 | 03/31/2024 |
| IBTI | 101,916 | $2,236 | 03/31/2024 |
| Stockman Wealth Management Inc. | 100,558 | $2,206 | 03/31/2024 |
| IBTI | 100,558 | $2,206 | 03/31/2024 |
| Accretive Wealth Partners LLC | 96,430 | $2,142 | 12/31/2023 |
| IBTI | 96,430 | $2,142 | 12/31/2023 |
| Flow Traders U.S. LLC | 89,857 | $1,996 | 12/31/2023 |
| IBTI | 89,857 | $1,996 | 12/31/2023 |
| Shelton Wealth Management LLC | 88,017 | $1,955 | 12/31/2023 |
| IBTI | 88,017 | $1,955 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 86,815 | $1,929 | 12/31/2023 |
| IBTI | 86,815 | $1,929 | 12/31/2023 |
| MV Capital Management Inc. | 84,354 | $1,850 | 03/31/2024 |
| IBTI | 84,354 | $1,850 | 03/31/2024 |
| Janney Montgomery Scott LLC | 80,222 | $1,760 | 03/31/2024 |
| IBTI | 80,222 | $1,760 | 03/31/2024 |
| Goldman Sachs Group Inc. | 73,420 | $1,631 | 12/31/2023 |
| IBTI | 73,420 | $1,631 | 12/31/2023 |
| Moseley Investment Management Inc. | 64,065 | $1,405 | 03/31/2024 |
| IBTI | 64,065 | $1,405 | 03/31/2024 |
| Nottingham Advisors Inc. | 61,633 | $1,369 | 12/31/2023 |
| IBTI | 61,633 | $1,369 | 12/31/2023 |
| Cliftonlarsonallen Wealth Advisors LLC | 57,427 | $1,260 | 03/31/2024 |
| IBTI | 57,427 | $1,260 | 03/31/2024 |
| Morgan Stanley | 51,944 | $1,154 | 12/31/2023 |
| IBTI | 51,944 | $1,154 | 12/31/2023 |
| Associated Banc Corp | 49,111 | $1,091 | 12/31/2023 |
| IBTI | 49,111 | $1,091 | 12/31/2023 |
| Stifel Financial Corp | 45,909 | $1,020 | 12/31/2023 |
| IBTI | 45,909 | $1,020 | 12/31/2023 |
| Hara Capital LLC | 46,231 | $1,014 | 03/31/2024 |
| IBTI | 46,231 | $1,014 | 03/31/2024 |
| Foundry Financial Group Inc. | 39,443 | $865 | 03/31/2024 |
| IBTI | 39,443 | $865 | 03/31/2024 |
| IFP Advisors Inc | 35,915 | $798 | 12/31/2023 |
| IBTI | 35,915 | $798 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 35,202 | $782 | 12/31/2023 |
| IBTI | 35,202 | $782 | 12/31/2023 |
| Envestnet Asset Management Inc. | 34,987 | $777 | 12/31/2023 |
| IBTI | 34,987 | $777 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 32,951 | $723 | 03/31/2024 |
| IBTI | 32,951 | $723 | 03/31/2024 |
| Integrated Wealth Concepts LLC | 30,387 | $675 | 12/31/2023 |
| IBTI | 30,387 | $675 | 12/31/2023 |
| Kestra Advisory Services LLC | 29,988 | $666 | 12/31/2023 |
| IBTI | 29,988 | $666 | 12/31/2023 |
| Krilogy Financial LLC | 29,327 | $643 | 03/31/2024 |
| IBTI | 29,327 | $643 | 03/31/2024 |
| Compass Ion Advisors LLC | 28,472 | $625 | 03/31/2024 |
| IBTI | 28,472 | $625 | 03/31/2024 |
| Reliant Wealth Planning | 27,626 | $614 | 12/31/2023 |
| IBTI | 27,626 | $614 | 12/31/2023 |
| Advisor Group Holdings Inc. | 27,533 | $612 | 12/31/2023 |
| IBTI | 27,533 | $612 | 12/31/2023 |
| Lincoln National Corp | 26,247 | $576 | 03/31/2024 |
| IBTI | 26,247 | $576 | 03/31/2024 |
| Leo Wealth LLC | 25,299 | $562 | 12/31/2023 |
| IBTI | 25,299 | $562 | 12/31/2023 |
| Austin Private Wealth LLC | 25,672 | $559 | 03/31/2024 |
| IBTI | 25,672 | $559 | 03/31/2024 |
| Granite Harbor Advisors Inc. | 24,264 | $532 | 03/31/2024 |
| IBTI | 24,264 | $532 | 03/31/2024 |
| Thoroughbred Financial Services LLC | 21,326 | $473 | 12/31/2023 |
| IBTI | 21,326 | $473 | 12/31/2023 |
| Strategic Blueprint LLC | 20,120 | $441 | 03/31/2024 |
| IBTI | 20,120 | $441 | 03/31/2024 |
| Cetera Investment Advisers | 19,845 | $441 | 12/31/2023 |
| IBTI | 19,845 | $441 | 12/31/2023 |
| Thrivent Financial for Lutherans | 19,238 | $427 | 12/31/2023 |
| IBTI | 19,238 | $427 | 12/31/2023 |
| JDM Financial Group LLC | 18,691 | $415 | 12/31/2023 |
| IBTI | 18,691 | $415 | 12/31/2023 |
| Mendota Financial Group LLC | 18,400 | $404 | 03/31/2024 |
| IBTI | 18,400 | $404 | 03/31/2024 |
| Captrust Financial Advisors | 18,122 | $403 | 12/31/2023 |
| IBTI | 18,122 | $403 | 12/31/2023 |
| Snowden Capital Advisors LLC | 17,477 | $388 | 12/31/2023 |
| IBTI | 17,477 | $388 | 12/31/2023 |
| Duncker Streett & Co. Inc. | 16,343 | $358 | 03/31/2024 |
| IBTI | 16,343 | $358 | 03/31/2024 |
| Cerity Partners LLC | 15,719 | $349 | 12/31/2023 |
| IBTI | 15,719 | $349 | 12/31/2023 |
| CFS Investment Advisory Services LLC | 15,168 | $337 | 12/31/2023 |
| IBTI | 15,168 | $337 | 12/31/2023 |
| CWM LLC | 14,559 | $319 | 03/31/2024 |
| IBTI | 14,559 | $319 | 03/31/2024 |
| Signature Wealth Management Group | 13,295 | $287 | 03/31/2024 |
| IBTI | 13,295 | $287 | 03/31/2024 |
| Apollon Wealth Management LLC | 12,932 | $284 | 03/31/2024 |
| IBTI | 12,932 | $284 | 03/31/2024 |
| Autumn Glory Partners LLC | 12,753 | $280 | 03/31/2024 |
| IBTI | 12,753 | $280 | 03/31/2024 |
| Strategic Financial Concepts LLC | 12,350 | $271 | 03/31/2024 |
| IBTI | 12,350 | $271 | 03/31/2024 |
| Lido Advisors LLC | 11,486 | $255 | 12/31/2023 |
| IBTI | 11,486 | $255 | 12/31/2023 |
| Highland Financial Advisors LLC | 11,430 | $254 | 12/31/2023 |
| IBTI | 11,430 | $254 | 12/31/2023 |
| Principal Securities Inc. | 11,294 | $251 | 12/31/2023 |
| IBTI | 11,294 | $251 | 12/31/2023 |
| Yoder Wealth Management Inc. | 10,820 | $237 | 03/31/2024 |
| IBTI | 10,820 | $237 | 03/31/2024 |
| Trinity Wealth Management LLC | 10,574 | $232 | 03/31/2024 |
| IBTI | 10,574 | $232 | 03/31/2024 |
| HighTower Advisors LLC | 10,271 | $229 | 12/31/2023 |
| IBTI | 10,271 | $229 | 12/31/2023 |
| Cetera Advisor Networks LLC | 10,223 | $227 | 12/31/2023 |
| IBTI | 10,223 | $227 | 12/31/2023 |
| OLD Mission Capital LLC | 10,069 | $224 | 12/31/2023 |
| IBTI | 10,069 | $224 | 12/31/2023 |
| WASHINGTON TRUST Co | 10,140 | $222 | 03/31/2024 |
| IBTI | 10,140 | $222 | 03/31/2024 |
| BCS Wealth Management | 9,827 | $216 | 03/31/2024 |
| IBTI | 9,827 | $216 | 03/31/2024 |
| Barrett & Company Inc. | 7,250 | $159 | 03/31/2024 |
| IBTI | 7,250 | $159 | 03/31/2024 |
| United Community Bank | 6,530 | $143 | 03/31/2024 |
| IBTI | 6,530 | $143 | 03/31/2024 |
| Private Trust Co. NA | 5,654 | $124 | 03/31/2024 |
| IBTI | 5,654 | $124 | 03/31/2024 |
| Gradient Investments LLC | 4,119 | $90 | 03/31/2024 |
| IBTI | 4,119 | $90 | 03/31/2024 |
| Bogart Wealth LLC | 3,346 | $73 | 03/31/2024 |
| IBTI | 3,346 | $73 | 03/31/2024 |
| Spectrum Wealth Counsel LLC | 3,032 | $67 | 12/31/2023 |
| IBTI | 3,032 | $67 | 12/31/2023 |
| First PREMIER Bank | 2,997 | $66 | 03/31/2024 |
| IBTI | 2,997 | $66 | 03/31/2024 |
| Community Bank N.A. | 2,776 | $62 | 12/31/2023 |
| IBTI | 2,776 | $62 | 12/31/2023 |
| Capital Analysts LLC | 2,080 | $46 | 12/31/2023 |
| IBTI | 2,080 | $46 | 12/31/2023 |
| Robbins Farley LLC | 1,824 | $40 | 03/31/2024 |
| IBTI | 1,824 | $40 | 03/31/2024 |
| FinTrust Capital Advisors LLC | 1,631 | $36 | 03/31/2024 |
| IBTI | 1,631 | $36 | 03/31/2024 |
| Advisory Services Network LLC | 603 | $13 | 12/31/2023 |
| IBTI | 603 | $13 | 12/31/2023 |
| US Bancorp DE | 500 | $11 | 12/31/2023 |
| IBTI | 500 | $11 | 12/31/2023 |
| Cherry Tree Wealth Management LLC | 457 | $10 | 03/31/2024 |
| IBTI | 457 | $10 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| IBTI | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of IBTI
See Details: Top 10 Hedge Funds Holding IBTI
Also See: IBTI Holdings Changes
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