HoldingsChannel.com
Funds Holding ISTB
HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James & Associates4,663,880$235,480 09/30/2019
     ISTB4,663,880$235,480 09/30/2019
Charles Schwab Investment Advisory Inc.3,557,002$179,594 09/30/2019
     ISTB3,557,002$179,594 09/30/2019
Bank of America Corp DE2,224,167$112,298 09/30/2019
     ISTB2,224,167$112,298 09/30/2019
Morgan Stanley1,627,025$82,148 09/30/2019
     ISTB1,627,025$82,148 09/30/2019
Ladenburg Thalmann Financial Services Inc.1,583,456$79,948 09/30/2019
     ISTB1,583,456$79,948 09/30/2019
Wells Fargo & Company MN1,537,655$77,636 09/30/2019
     ISTB1,537,655$77,636 09/30/2019
UBS Group AG1,145,212$57,822 09/30/2019
     ISTB1,145,212$57,822 09/30/2019
JPMorgan Chase & Co.1,096,287$55,351 09/30/2019
     ISTB1,096,287$55,351 09/30/2019
Stadion Money Management LLC1,058,130$53,425 09/30/2019
     ISTB1,058,130$53,425 09/30/2019
Ameriprise Financial Inc.818,200$41,285 09/30/2019
     ISTB818,200$41,285 09/30/2019
Divergent Wealth Advisors LLC632,455$31,933 09/30/2019
     ISTB632,455$31,933 09/30/2019
Raymond James Financial Services Advisors Inc.576,163$29,091 09/30/2019
     ISTB576,163$29,091 09/30/2019
Lee Financial Co512,613$25,882 09/30/2019
     ISTB512,613$25,882 09/30/2019
Mariner LLC461,178$23,285 09/30/2019
     ISTB461,178$23,285 09/30/2019
Royal Bank of Canada397,312$20,060 09/30/2019
     ISTB397,312$20,060 09/30/2019
Envestnet Asset Management Inc.386,125$19,495 09/30/2019
     ISTB386,125$19,495 09/30/2019
Destination Wealth Management382,184$19,296 09/30/2019
     ISTB382,184$19,296 09/30/2019
Thrivent Financial for Lutherans370,612$18,712 09/30/2019
     ISTB370,612$18,712 09/30/2019
Billeaud Capital Management Inc.365,872$18,473 09/30/2019
     ISTB365,872$18,473 09/30/2019
LPL Financial LLC356,698$18,010 09/30/2019
     ISTB356,698$18,010 09/30/2019
Evergreen Advisors LLC351,191$17,732 09/30/2019
     ISTB351,191$17,732 09/30/2019
Bronfman E.L. Rothschild L.P.308,814$15,592 09/30/2019
     ISTB308,814$15,592 09/30/2019
Jones Financial Companies Lllp287,942$14,530 09/30/2019
     ISTB287,942$14,530 09/30/2019
Old North State Trust LLC269,362$13,600 09/30/2019
     ISTB269,362$13,600 09/30/2019
Courage Miller Partners LLC267,996$13,531 09/30/2019
     ISTB267,996$13,531 09/30/2019
Abundance Wealth Counselors239,263$12,080 09/30/2019
     ISTB239,263$12,080 09/30/2019
Arkansas Financial Group Inc.218,872$11,051 09/30/2019
     ISTB218,872$11,051 09/30/2019
MML Investors Services LLC215,515$10,881 09/30/2019
     ISTB215,515$10,881 09/30/2019
TRUE Private Wealth Advisors199,282$10,061 09/30/2019
     ISTB199,282$10,061 09/30/2019
Brinker Capital Inc.190,340$9,610 09/30/2019
     ISTB190,340$9,610 09/30/2019
United Capital Financial Advisers LLC176,075$8,890 09/30/2019
     ISTB176,075$8,890 09/30/2019
Lake Point Wealth Management176,114$8,881 06/30/2019
     ISTB176,114$8,881 06/30/2019
Phillips Financial Management LLC175,491$8,861 09/30/2019
     ISTB175,491$8,861 09/30/2019
Global Strategic Investment Solutions LLC164,609$8,301 06/30/2019
     ISTB164,609$8,301 06/30/2019
Goldman Sachs Group Inc.152,645$7,707 09/30/2019
     ISTB152,645$7,707 09/30/2019
Steward Partners Investment Advisory LLC147,719$7,458 09/30/2019
     ISTB147,719$7,458 09/30/2019
HighTower Advisors LLC146,516$7,394 09/30/2019
     ISTB146,516$7,394 09/30/2019
Windsor Group LTD140,552$7,095 09/30/2019
     ISTB140,552$7,095 09/30/2019
Commonwealth Equity Services LLC129,914$6,559 09/30/2019
     ISTB129,914$6,559 09/30/2019
Sterling Investment Advisors LLC ADV127,871$6,456 09/30/2019
     ISTB127,871$6,456 09/30/2019
Legacy Private Trust Co.120,756$6,097 09/30/2019
     ISTB120,756$6,097 09/30/2019
Citadel Advisors LLC118,195$5,968 09/30/2019
     ISTB118,195$5,968 09/30/2019
Cetera Advisor Networks LLC116,853$5,896 09/30/2019
     ISTB116,853$5,896 09/30/2019
Cranbrook Wealth Management LLC109,331$5,520 09/30/2019
     ISTB109,331$5,520 09/30/2019
Baker Avenue Asset Management LP103,917$5,246 09/30/2019
     ISTB103,917$5,246 09/30/2019
Cambridge Investment Research Advisors Inc.89,387$4,513 09/30/2019
     ISTB89,387$4,513 09/30/2019
Orgel Wealth Management LLC87,043$4,395 09/30/2019
     ISTB87,043$4,395 09/30/2019
Savant Capital LLC86,467$4,366 09/30/2019
     ISTB86,467$4,366 09/30/2019
Sowell Financial Services LLC84,499$4,266 09/30/2019
     ISTB84,499$4,266 09/30/2019
OLD Mission Capital LLC83,665$4,224 09/30/2019
     ISTB83,665$4,224 09/30/2019
Pittenger & Anderson Inc.80,560$4,067 09/30/2019
     ISTB80,560$4,067 09/30/2019
Sigma Planning Corp77,995$3,938 09/30/2019
     ISTB77,995$3,938 09/30/2019
Cahaba Wealth Management Inc.77,528$3,914 09/30/2019
     ISTB77,528$3,914 09/30/2019
Advisory Services Network LLC74,334$3,749 09/30/2019
     ISTB74,334$3,749 09/30/2019
Rehmann Capital Advisory Group70,655$3,563 06/30/2019
     ISTB70,655$3,563 06/30/2019
F3Logic LLC69,405$3,499 09/30/2019
     ISTB69,405$3,499 09/30/2019
Renaissance Technologies LLC67,700$3,418 09/30/2019
     ISTB67,700$3,418 09/30/2019
Bank of Montreal Can63,853$3,224 09/30/2019
     ISTB63,853$3,224 09/30/2019
Madrona Financial Services LLC63,354$3,199 09/30/2019
     ISTB63,354$3,199 09/30/2019
Madrona Funds LLC63,354$3,199 09/30/2019
     ISTB63,354$3,199 09/30/2019
Wealthquest Corp60,273$3,043 09/30/2019
     ISTB60,273$3,043 09/30/2019
AJ Wealth Strategies LLC60,233$3,041 09/30/2019
     ISTB60,233$3,041 09/30/2019
Providence First Trust Co56,768$2,866 09/30/2019
     ISTB56,768$2,866 09/30/2019
PDS Planning Inc56,202$2,838 09/30/2019
     ISTB56,202$2,838 09/30/2019
PNC Financial Services Group Inc.55,726$2,813 09/30/2019
     ISTB55,726$2,813 09/30/2019
Hilltop Holdings Inc.53,846$2,718 09/30/2019
     ISTB53,846$2,718 09/30/2019
Sawtooth Solutions LLC47,217$2,384 09/30/2019
     ISTB47,217$2,384 09/30/2019
Campbell Wealth Management46,388$2,342 09/30/2019
     ISTB46,388$2,342 09/30/2019
Raymond James Trust N.A.44,943$2,270 09/30/2019
     ISTB44,943$2,270 09/30/2019
Stifel Financial Corp39,294$1,981 09/30/2019
     ISTB39,294$1,981 09/30/2019
Cypress Wealth Services LLC39,180$1,978 09/30/2019
     ISTB39,180$1,978 09/30/2019
Guidance Point Advisors LLC38,472$1,942 09/30/2019
     ISTB38,472$1,942 09/30/2019
Strategic Wealth Advisors Group LLC38,068$1,920 09/30/2019
     ISTB38,068$1,920 09/30/2019
HHM Wealth Advisors LLC37,126$1,874 09/30/2019
     ISTB37,126$1,874 09/30/2019
Jane Street Group LLC35,417$1,788 09/30/2019
     ISTB35,417$1,788 09/30/2019
Citigroup Inc.34,093$1,721 09/30/2019
     ISTB34,093$1,721 09/30/2019
Carroll Financial Associates Inc.33,694$1,701 09/30/2019
     ISTB33,694$1,701 09/30/2019
Blair William & Co. IL32,390$1,635 09/30/2019
     ISTB32,390$1,635 09/30/2019
Weaver Consulting Group32,415$1,631 09/30/2019
     ISTB32,415$1,631 09/30/2019
Wealthsource Partners LLC31,144$1,572 09/30/2019
     ISTB31,144$1,572 09/30/2019
Resources Investment Advisors LLC.30,571$1,544 09/30/2019
     ISTB30,571$1,544 09/30/2019
Valley National Advisers Inc.29,955$1,512 09/30/2019
     ISTB29,955$1,512 09/30/2019
Hengehold Capital Management LLC29,800$1,505 09/30/2019
     ISTB29,800$1,505 09/30/2019
Cetera Advisors LLC29,811$1,503 09/30/2019
     ISTB29,811$1,503 09/30/2019
American Economic Planning Group Inc. ADV28,447$1,435 09/30/2019
     ISTB28,447$1,435 09/30/2019
Berman Capital Advisors LLC27,407$1,383 09/30/2019
     ISTB27,407$1,383 09/30/2019
BB&T Securities LLC27,362$1,379 09/30/2019
     ISTB27,362$1,379 09/30/2019
Advisor Group Inc.26,660$1,346 09/30/2019
     ISTB26,660$1,346 09/30/2019
Western Wealth Management LLC26,596$1,344 09/30/2019
     ISTB26,596$1,344 09/30/2019
Northwest Investment Counselors LLC24,702$1,247 09/30/2019
     ISTB24,702$1,247 09/30/2019
W.G. Shaheen & Associates DBA Whitney & Co24,520$1,235 09/30/2019
     ISTB24,520$1,235 09/30/2019
Emerald Investment Partners LLC24,189$1,221 09/30/2019
     ISTB24,189$1,221 09/30/2019
Eukles Asset Management24,088$1,216 09/30/2019
     ISTB24,088$1,216 09/30/2019
Flow Traders U.S. LLC22,990$1,161 09/30/2019
     ISTB22,990$1,161 09/30/2019
Natixis Advisors L.P.21,815$1,101 09/30/2019
     ISTB21,815$1,101 09/30/2019
Strategic Financial Group LLC21,583$1,090 09/30/2019
     ISTB21,583$1,090 09/30/2019
Leicht Financial Planning & Wealth Management Inc.21,379$1,079 09/30/2019
     ISTB21,379$1,079 09/30/2019
Private Advisor Group LLC20,539$1,036 09/30/2019
     ISTB20,539$1,036 09/30/2019
Exencial Wealth Advisors LLC19,056$962 09/30/2019
     ISTB19,056$962 09/30/2019
Monument Capital Management17,448$881 09/30/2019
     ISTB17,448$881 09/30/2019
Whitener Capital Management Inc.17,430$880 09/30/2019
     ISTB17,430$880 09/30/2019
JGP Wealth Management LLC16,318$824 09/30/2019
     ISTB16,318$824 09/30/2019
Cypress Capital Group15,375$776 09/30/2019
     ISTB15,375$776 09/30/2019
Wealthstreet Investment Advisors LLC15,210$767 09/30/2019
     ISTB15,210$767 09/30/2019
CIBC World Markets Inc.13,972$705 09/30/2019
     ISTB13,972$705 09/30/2019
Washington Trust Bank13,351$674 09/30/2019
     ISTB13,351$674 09/30/2019
Homrich & Berg13,104$662 09/30/2019
     ISTB13,104$662 09/30/2019
Baird Financial Group Inc.12,853$649 09/30/2019
     ISTB12,853$649 09/30/2019
Great Point Wealth Advisors LLC12,456$628 09/30/2019
     ISTB12,456$628 09/30/2019
First Allied Advisory Services Inc.12,398$627 09/30/2019
     ISTB12,398$627 09/30/2019
BlackRock Inc.11,568$584 09/30/2019
     ISTB11,568$584 09/30/2019
Northwest Capital Management Inc11,297$571 09/30/2019
     ISTB11,297$571 09/30/2019
Moneywise Inc.10,877$549 09/30/2019
     ISTB10,877$549 09/30/2019
JFS Wealth Advisors LLC10,557$533 09/30/2019
     ISTB10,557$533 09/30/2019
AE Wealth Management LLC10,378$524 09/30/2019
     ISTB10,378$524 09/30/2019
Mission Wealth Management LP9,686$489 09/30/2019
     ISTB9,686$489 09/30/2019
Suntrust Banks Inc.9,437$476 09/30/2019
     ISTB9,437$476 09/30/2019
Certified Advisory Corp8,956$452 09/30/2019
     ISTB8,956$452 09/30/2019
Park Avenue Securities LLC8,328$420 09/30/2019
     ISTB8,328$420 09/30/2019
Aveo Capital Partners LLC8,268$416 09/30/2019
     ISTB8,268$416 09/30/2019
Scotia Capital Inc.8,109$409 09/30/2019
     ISTB8,109$409 09/30/2019
Asset Planning Services Ltd.8,001$404 09/30/2019
     ISTB8,001$404 09/30/2019
Pensionmark Financial Group LLC7,522$380 09/30/2019
     ISTB7,522$380 09/30/2019
EP Wealth Advisors LLC7,477$378 09/30/2019
     ISTB7,477$378 09/30/2019
Quest Capital Management Inc. ADV7,470$377 09/30/2019
     ISTB7,470$377 09/30/2019
Clear Investment Research LLC7,360$372 09/30/2019
     ISTB7,360$372 09/30/2019
Horan Capital Management7,167$361 09/30/2019
     ISTB7,167$361 09/30/2019
Stratos Wealth Partners LTD.6,729$340 09/30/2019
     ISTB6,729$340 09/30/2019
Vicus Capital6,638$335 09/30/2019
     ISTB6,638$335 09/30/2019
Susquehanna International Group LLP6,622$334 09/30/2019
     ISTB6,622$334 09/30/2019
Creative Planning6,547$331 09/30/2019
     ISTB6,547$331 09/30/2019
Horan Securities Inc.6,426$324 09/30/2019
     ISTB6,426$324 09/30/2019
Osterweis Capital Management Inc.6,260$316 09/30/2019
     ISTB6,260$316 09/30/2019
Quad Cities Investment Group LLC6,230$314 09/30/2019
     ISTB6,230$314 09/30/2019
Mutual Advisors LLC5,933$300 09/30/2019
     ISTB5,933$300 09/30/2019
Beaumont Financial Partners LLC5,797$293 09/30/2019
     ISTB5,797$293 09/30/2019
Cornell Pochily Investment Advisors Inc.5,782$292 09/30/2019
     ISTB5,782$292 09/30/2019
Proequities Inc.5,764$291 09/30/2019
     ISTB5,764$291 09/30/2019
Biegel & Waller LLC5,580$282 09/30/2019
     ISTB5,580$282 09/30/2019
Moloney Securities Asset Management LLC5,592$282 09/30/2019
     ISTB5,592$282 09/30/2019
Vista Private Wealth Partners. LLC5,560$280 09/30/2019
     ISTB5,560$280 09/30/2019
Wolff Financial Management LLC5,219$264 09/30/2019
     ISTB5,219$264 09/30/2019
BOKF NA5,200$263 09/30/2019
     ISTB5,200$263 09/30/2019
Farmers & Merchants Investments Inc.5,165$261 09/30/2019
     ISTB5,165$261 09/30/2019
King Wealth5,087$257 09/30/2019
     ISTB5,087$257 09/30/2019
Provident Investment Management Inc.5,066$256 09/30/2019
     ISTB5,066$256 09/30/2019
Ausdal Financial Partners Inc.4,976$251 09/30/2019
     ISTB4,976$251 09/30/2019
Spinnaker Trust4,976$250 09/30/2019
     ISTB4,976$250 09/30/2019
SJA Financial Advisory LLC4,829$244 09/30/2019
     ISTB4,829$244 09/30/2019
Matrix Asset Advisors Inc. NY4,699$237 09/30/2019
     ISTB4,699$237 09/30/2019
Dorsey & Whitney Trust CO LLC4,703$237 09/30/2019
     ISTB4,703$237 09/30/2019
Castle Rock Wealth Management LLC4,550$229 09/30/2019
     ISTB4,550$229 09/30/2019
Nwam LLC4,384$221 09/30/2019
     ISTB4,384$221 09/30/2019
Northwest Bancshares Inc.4,164$210 09/30/2019
     ISTB4,164$210 09/30/2019
First Heartland Consultants Inc.4,047$204 09/30/2019
     ISTB4,047$204 09/30/2019
FLC Capital Advisors4,032$204 09/30/2019
     ISTB4,032$204 09/30/2019
Optimum Investment Advisors3,850$194 09/30/2019
     ISTB3,850$194 09/30/2019
IFP Advisors Inc2,925$148 09/30/2019
     ISTB2,925$148 09/30/2019
Parallel Advisors LLC2,642$133 09/30/2019
     ISTB2,642$133 09/30/2019
Captrust Financial Advisors2,431$123 09/30/2019
     ISTB2,431$123 09/30/2019
FMR LLC2,256$114 09/30/2019
     ISTB2,256$114 09/30/2019
Private Capital Group LLC2,240$113 09/30/2019
     ISTB2,240$113 09/30/2019
US Bancorp DE2,103$106 09/30/2019
     ISTB2,103$106 09/30/2019
Deutsche Bank AG2,071$104 09/30/2019
     ISTB2,071$104 09/30/2019
Barrett Asset Management LLC1,910$96 09/30/2019
     ISTB1,910$96 09/30/2019
Smith Shellnut Wilson LLC ADV1,755$89 09/30/2019
     ISTB1,755$89 09/30/2019
Valeo Financial Advisors LLC1,539$78 09/30/2019
     ISTB1,539$78 09/30/2019
Oakworth Capital Inc.1,480$75 09/30/2019
     ISTB1,480$75 09/30/2019
Evensky & Katz LLC1,426$72 09/30/2019
     ISTB1,426$72 09/30/2019
KCS Wealth Advisory1,425$72 09/30/2019
     ISTB1,425$72 09/30/2019
Global Retirement Partners LLC1,238$63 09/30/2019
     ISTB1,238$63 09/30/2019
Golden State Wealth Management LLC1,148$58 09/30/2019
     ISTB1,148$58 09/30/2019
Bogart Wealth LLC1,106$56 09/30/2019
     ISTB1,106$56 09/30/2019
Asset Dedication LLC934$48 09/30/2019
     ISTB934$48 09/30/2019
Ellis Investment Partners LLC963$48 09/30/2019
     ISTB963$48 09/30/2019
MCF Advisors LLC884$45 09/30/2019
     ISTB884$45 09/30/2019
Flagship Harbor Advisors LLC658$33 09/30/2019
     ISTB658$33 09/30/2019
TD Capital Management LLC597$30 09/30/2019
     ISTB597$30 09/30/2019
Global Trust Asset Management LLC600$30 09/30/2019
     ISTB600$30 09/30/2019
CWM LLC525$27 09/30/2019
     ISTB525$27 09/30/2019
Evoke Wealth LLC518$26 09/30/2019
     ISTB518$26 09/30/2019
MRA Associates USA LLC489$25 09/30/2019
     ISTB489$25 09/30/2019
Ameritas Investment Corp483$24 09/30/2019
     ISTB483$24 09/30/2019
Coastal Investment Advisors Inc.480$24 09/30/2019
     ISTB480$24 09/30/2019
Ironwood Financial llc429$22 09/30/2019
     ISTB429$22 09/30/2019
Larson Financial Group LLC409$21 09/30/2019
     ISTB409$21 09/30/2019
Claraphi Advisory Network LLC393$20 09/30/2019
     ISTB393$20 09/30/2019
Founders Capital Management380$19 09/30/2019
     ISTB380$19 09/30/2019
Trust Co. of Vermont363$18 09/30/2019
     ISTB363$18 09/30/2019
Stewardship Financial Advisors LLC346$17 09/30/2019
     ISTB346$17 09/30/2019
Usca Ria LLC306$15 09/30/2019
     ISTB306$15 09/30/2019
BDO Wealth Advisors LLC300$15 09/30/2019
     ISTB300$15 09/30/2019
Northwestern Mutual Wealth Management Co.109$6 09/30/2019
     ISTB109$6 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC105$5 09/30/2019
     ISTB105$5 09/30/2019
BerganKDV Wealth Management LLC83$4 09/30/2019
     ISTB83$4 09/30/2019
SRS Capital Advisors Inc.65$3 09/30/2019
     ISTB65$3 09/30/2019
Patriot Financial Group Insurance Agency LLC60$3 09/30/2019
     ISTB60$3 09/30/2019
Front Row Advisors LLC50$3 09/30/2019
     ISTB50$3 09/30/2019
Bedel Financial Consulting Inc.16$1 09/30/2019
     ISTB16$1 09/30/2019
Squar Milner Financial Services LLC10$0 09/30/2019
     ISTB10$0 09/30/2019

See Summary: Institutional Holders of ISTB
See Details: Top 10 Hedge Funds Holding ISTB
Also See: ISTB Holdings Changes

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