HoldingsChannel.com
Funds Holding ISTB
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.5,480,083$276,360 06/30/2019
     ISTB5,480,083$276,360 06/30/2019
Raymond James & Associates4,462,229$225,031 06/30/2019
     ISTB4,462,229$225,031 06/30/2019
Bank of America Corp DE2,745,066$138,434 06/30/2019
     ISTB2,745,066$138,434 06/30/2019
Morgan Stanley1,542,698$77,798 06/30/2019
     ISTB1,542,698$77,798 06/30/2019
Wells Fargo & Company MN1,538,482$77,586 06/30/2019
     ISTB1,538,482$77,586 06/30/2019
Ladenburg Thalmann Financial Services Inc.1,538,119$77,558 06/30/2019
     ISTB1,538,119$77,558 06/30/2019
Ameriprise Financial Inc.1,239,137$62,505 06/30/2019
     ISTB1,239,137$62,505 06/30/2019
Stadion Money Management LLC1,084,370$54,685 06/30/2019
     ISTB1,084,370$54,685 06/30/2019
UBS Group AG1,033,488$52,119 06/30/2019
     ISTB1,033,488$52,119 06/30/2019
Divergent Wealth Advisors LLC815,474$41,124 06/30/2019
     ISTB815,474$41,124 06/30/2019
Raymond James Financial Services Advisors Inc.643,006$32,427 06/30/2019
     ISTB643,006$32,427 06/30/2019
Lee Financial Co495,802$25,003 06/30/2019
     ISTB495,802$25,003 06/30/2019
Mariner LLC404,273$20,387 06/30/2019
     ISTB404,273$20,387 06/30/2019
Envestnet Asset Management Inc.386,125$19,495 09/30/2019
     ISTB386,125$19,495 09/30/2019
Billeaud Capital Management Inc.379,952$19,161 06/30/2019
     ISTB379,952$19,161 06/30/2019
Destination Wealth Management371,409$18,730 06/30/2019
     ISTB371,409$18,730 06/30/2019
Evergreen Advisors LLC351,191$17,732 09/30/2019
     ISTB351,191$17,732 09/30/2019
LPL Financial LLC330,133$16,649 06/30/2019
     ISTB330,133$16,649 06/30/2019
Bronfman E.L. Rothschild L.P.304,615$15,362 06/30/2019
     ISTB304,615$15,362 06/30/2019
Royal Bank of Canada290,565$14,654 06/30/2019
     ISTB290,565$14,654 06/30/2019
Jones Financial Companies Lllp285,256$14,385 06/30/2019
     ISTB285,256$14,385 06/30/2019
Old North State Trust LLC269,362$13,600 09/30/2019
     ISTB269,362$13,600 09/30/2019
Courage Miller Partners LLC254,931$12,856 06/30/2019
     ISTB254,931$12,856 06/30/2019
Brinker Capital Inc.246,973$12,455 06/30/2019
     ISTB246,973$12,455 06/30/2019
Abundance Wealth Counselors234,086$11,805 06/30/2019
     ISTB234,086$11,805 06/30/2019
Arkansas Financial Group Inc.218,872$11,051 09/30/2019
     ISTB218,872$11,051 09/30/2019
Thrivent Financial for Lutherans204,255$10,301 06/30/2019
     ISTB204,255$10,301 06/30/2019
TRUE Private Wealth Advisors199,282$10,061 09/30/2019
     ISTB199,282$10,061 09/30/2019
MML Investors Services LLC192,955$9,731 06/30/2019
     ISTB192,955$9,731 06/30/2019
Lake Point Wealth Management176,114$8,881 06/30/2019
     ISTB176,114$8,881 06/30/2019
Goldman Sachs Group Inc.175,124$8,832 06/30/2019
     ISTB175,124$8,832 06/30/2019
United Capital Financial Advisers LLC173,966$8,773 06/30/2019
     ISTB173,966$8,773 06/30/2019
Citadel Advisors LLC159,518$8,044 06/30/2019
     ISTB159,518$8,044 06/30/2019
HighTower Advisors LLC156,709$7,902 06/30/2019
     ISTB156,709$7,902 06/30/2019
Phillips Financial Management LLC149,759$7,531 06/30/2019
     ISTB149,759$7,531 06/30/2019
Steward Partners Investment Advisory LLC136,252$6,871 06/30/2019
     ISTB136,252$6,871 06/30/2019
Berman Capital Advisors LLC130,088$6,553 06/30/2019
     ISTB130,088$6,553 06/30/2019
Commonwealth Equity Services LLC128,224$6,466 06/30/2019
     ISTB128,224$6,466 06/30/2019
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
Cranbrook Wealth Management LLC104,526$5,271 06/30/2019
     ISTB104,526$5,271 06/30/2019
Cetera Advisor Networks LLC104,383$5,264 06/30/2019
     ISTB104,383$5,264 06/30/2019
Baker Avenue Asset Management LP103,917$5,240 06/30/2019
     ISTB103,917$5,240 06/30/2019
Perella Weinberg Partners Capital Management LP100,799$5,083 06/30/2019
     ISTB100,799$5,083 06/30/2019
Sigma Planning Corp83,955$4,234 06/30/2019
     ISTB83,955$4,234 06/30/2019
Orgel Wealth Management LLC82,340$4,157 09/30/2019
     ISTB82,340$4,157 09/30/2019
AJ Wealth Strategies LLC81,867$4,129 06/30/2019
     ISTB81,867$4,129 06/30/2019
Savant Capital LLC81,654$4,118 06/30/2019
     ISTB81,654$4,118 06/30/2019
F3Logic LLC81,142$4,093 06/30/2019
     ISTB81,142$4,093 06/30/2019
Cambridge Investment Research Advisors Inc.75,503$3,808 06/30/2019
     ISTB75,503$3,808 06/30/2019
Advisory Services Network LLC74,334$3,749 06/30/2019
     ISTB74,334$3,749 06/30/2019
Independence Wealth Advisors Inc.73,891$3,726 06/30/2019
     ISTB73,891$3,726 06/30/2019
Rehmann Capital Advisory Group70,655$3,563 06/30/2019
     ISTB70,655$3,563 06/30/2019
Renaissance Technologies LLC67,858$3,422 06/30/2019
     ISTB67,858$3,422 06/30/2019
Stifel Financial Corp65,322$3,292 06/30/2019
     ISTB65,322$3,292 06/30/2019
Pittenger & Anderson Inc.63,373$3,196 06/30/2019
     ISTB63,373$3,196 06/30/2019
Madrona Financial Services LLC62,536$3,154 06/30/2019
     ISTB62,536$3,154 06/30/2019
Wealthquest Corp60,273$3,043 09/30/2019
     ISTB60,273$3,043 09/30/2019
Atria Investments LLC41,764$3,007 06/30/2019
     ISTB41,764$3,007 06/30/2019
Hilltop Holdings Inc.57,329$2,892 06/30/2019
     ISTB57,329$2,892 06/30/2019
PNC Financial Services Group Inc.53,955$2,721 06/30/2019
     ISTB53,955$2,721 06/30/2019
Bank of Montreal Can50,019$2,523 06/30/2019
     ISTB50,019$2,523 06/30/2019
Providence First Trust Co49,934$2,518 06/30/2019
     ISTB49,934$2,518 06/30/2019
Jane Street Group LLC47,090$2,375 06/30/2019
     ISTB47,090$2,375 06/30/2019
PDS Planning Inc46,713$2,356 06/30/2019
     ISTB46,713$2,356 06/30/2019
Cahaba Wealth Management Inc.46,485$2,344 06/30/2019
     ISTB46,485$2,344 06/30/2019
Campbell Wealth Management46,388$2,342 09/30/2019
     ISTB46,388$2,342 09/30/2019
Sawtooth Solutions LLC39,701$2,002 06/30/2019
     ISTB39,701$2,002 06/30/2019
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
Raymond James Trust N.A.37,474$1,890 06/30/2019
     ISTB37,474$1,890 06/30/2019
Blair William & Co. IL35,349$1,783 06/30/2019
     ISTB35,349$1,783 06/30/2019
Citigroup Inc.35,154$1,773 06/30/2019
     ISTB35,154$1,773 06/30/2019
Carroll Financial Associates Inc.33,694$1,701 09/30/2019
     ISTB33,694$1,701 09/30/2019
Strategic Wealth Advisors Group LLC33,350$1,677 06/30/2019
     ISTB33,350$1,677 06/30/2019
Advisor Group Inc.31,889$1,609 06/30/2019
     ISTB31,889$1,609 06/30/2019
American Economic Planning Group Inc. ADV28,447$1,435 09/30/2019
     ISTB28,447$1,435 09/30/2019
Western Wealth Management LLC27,039$1,363 06/30/2019
     ISTB27,039$1,363 06/30/2019
Weaver Consulting Group26,943$1,359 06/30/2019
     ISTB26,943$1,359 06/30/2019
Wealthsource Partners LLC26,820$1,353 06/30/2019
     ISTB26,820$1,353 06/30/2019
Northwest Investment Counselors LLC25,843$1,303 06/30/2019
     ISTB25,843$1,303 06/30/2019
BB&T Securities LLC24,717$1,246 06/30/2019
     ISTB24,717$1,246 06/30/2019
Eukles Asset Management24,431$1,232 06/30/2019
     ISTB24,431$1,232 06/30/2019
Emerald Investment Partners LLC24,143$1,218 06/30/2019
     ISTB24,143$1,218 06/30/2019
Natixis Advisors L.P.21,925$1,106 06/30/2019
     ISTB21,925$1,106 06/30/2019
Leicht Financial Planning & Wealth Management Inc.21,379$1,079 09/30/2019
     ISTB21,379$1,079 09/30/2019
OLD Mission Capital LLC19,637$990 06/30/2019
     ISTB19,637$990 06/30/2019
Exencial Wealth Advisors LLC19,048$961 06/30/2019
     ISTB19,048$961 06/30/2019
Strategic Financial Group LLC19,004$958 06/30/2019
     ISTB19,004$958 06/30/2019
Proequities Inc.17,580$887 06/30/2019
     ISTB17,580$887 06/30/2019
Whitener Capital Management Inc.17,429$878 06/30/2019
     ISTB17,429$878 06/30/2019
Monument Capital Management17,226$866 06/30/2019
     ISTB17,226$866 06/30/2019
Cypress Capital Group15,375$776 09/30/2019
     ISTB15,375$776 09/30/2019
Headinvest LLC14,990$756 06/30/2019
     ISTB14,990$756 06/30/2019
Hudson Capital Management LLC14,488$731 06/30/2019
     ISTB14,488$731 06/30/2019
Wealthstreet Investment Advisors LLC14,460$729 06/30/2019
     ISTB14,460$729 06/30/2019
Baird Financial Group Inc.13,738$693 06/30/2019
     ISTB13,738$693 06/30/2019
CIBC World Markets Inc.13,593$685 06/30/2019
     ISTB13,593$685 06/30/2019
JGP Wealth Management LLC13,505$681 06/30/2019
     ISTB13,505$681 06/30/2019
Private Advisor Group LLC12,755$643 06/30/2019
     ISTB12,755$643 06/30/2019
Great Point Wealth Advisors LLC12,456$628 09/30/2019
     ISTB12,456$628 09/30/2019
Pensionmark Financial Group LLC12,340$624 06/30/2019
     ISTB12,340$624 06/30/2019
W.G. Shaheen & Associates DBA Whitney & Co12,242$617 06/30/2019
     ISTB12,242$617 06/30/2019
First Allied Advisory Services Inc.11,913$601 06/30/2019
     ISTB11,913$601 06/30/2019
Moneywise Inc.11,661$588 06/30/2019
     ISTB11,661$588 06/30/2019
JFS Wealth Advisors LLC10,539$531 06/30/2019
     ISTB10,539$531 06/30/2019
Homrich & Berg9,742$491 06/30/2019
     ISTB9,742$491 06/30/2019
Mission Wealth Management LP9,686$489 09/30/2019
     ISTB9,686$489 09/30/2019
Hochman Cole Investment Advisors Inc.9,061$457 06/30/2019
     ISTB9,061$457 06/30/2019
Hengehold Capital Management LLC8,822$445 06/30/2019
     ISTB8,822$445 06/30/2019
Park Avenue Securities LLC8,328$420 09/30/2019
     ISTB8,328$420 09/30/2019
Asset Planning Services Ltd.7,986$403 06/30/2019
     ISTB7,986$403 06/30/2019
Flow Traders U.S. LLC7,538$380 06/30/2019
     ISTB7,538$380 06/30/2019
EP Wealth Advisors LLC7,483$377 06/30/2019
     ISTB7,483$377 06/30/2019
Clear Investment Research LLC7,360$372 09/30/2019
     ISTB7,360$372 09/30/2019
Northwest Capital Management Inc7,217$364 06/30/2019
     ISTB7,217$364 06/30/2019
Cornell Pochily Investment Advisors Inc.6,949$350 06/30/2019
     ISTB6,949$350 06/30/2019
Aveo Capital Partners LLC6,890$347 06/30/2019
     ISTB6,890$347 06/30/2019
Beaumont Financial Partners LLC6,790$342 06/30/2019
     ISTB6,790$342 06/30/2019
Mutual Advisors LLC6,781$342 06/30/2019
     ISTB6,781$342 06/30/2019
Valley National Advisers Inc.6,667$336 06/30/2019
     ISTB6,667$336 06/30/2019
Vicus Capital6,607$333 06/30/2019
     ISTB6,607$333 06/30/2019
Horan Securities Inc.6,492$327 06/30/2019
     ISTB6,492$327 06/30/2019
Moloney Securities Asset Management LLC6,407$323 06/30/2019
     ISTB6,407$323 06/30/2019
Osterweis Capital Management Inc.6,260$316 06/30/2019
     ISTB6,260$316 06/30/2019
Horan Capital Management6,072$306 06/30/2019
     ISTB6,072$306 06/30/2019
Stratos Wealth Partners LTD.5,734$289 06/30/2019
     ISTB5,734$289 06/30/2019
Susquehanna International Group LLP5,698$287 06/30/2019
     ISTB5,698$287 06/30/2019
Biegel & Waller LLC5,580$282 09/30/2019
     ISTB5,580$282 09/30/2019
Vista Private Wealth Partners. LLC5,560$280 09/30/2019
     ISTB5,560$280 09/30/2019
JPMorgan Chase & Co.5,390$272 06/30/2019
     ISTB5,390$272 06/30/2019
King Wealth5,241$264 06/30/2019
     ISTB5,241$264 06/30/2019
BOKF NA5,200$262 06/30/2019
     ISTB5,200$262 06/30/2019
Farmers & Merchants Investments Inc.5,165$261 09/30/2019
     ISTB5,165$261 09/30/2019
Provident Investment Management Inc.5,041$254 06/30/2019
     ISTB5,041$254 06/30/2019
Spinnaker Trust4,976$250 06/30/2019
     ISTB4,976$250 06/30/2019
Ausdal Financial Partners Inc.4,966$250 06/30/2019
     ISTB4,966$250 06/30/2019
Quad Cities Investment Group LLC4,818$243 06/30/2019
     ISTB4,818$243 06/30/2019
SJA Financial Advisory LLC4,796$242 06/30/2019
     ISTB4,796$242 06/30/2019
Harvest Investment Services LLC4,751$238 06/30/2019
     ISTB4,751$238 06/30/2019
Oppenheimer & Co. Inc.4,654$235 06/30/2019
     ISTB4,654$235 06/30/2019
Dorsey & Whitney Trust CO LLC4,630$233 06/30/2019
     ISTB4,630$233 06/30/2019
BlackRock Inc.4,494$226 06/30/2019
     ISTB4,494$226 06/30/2019
Nwam LLC4,384$221 09/30/2019
     ISTB4,384$221 09/30/2019
Eldridge Investment Advisors Inc.4,300$216 06/30/2019
     ISTB4,300$216 06/30/2019
Wolff Financial Management LLC4,212$212 06/30/2019
     ISTB4,212$212 06/30/2019
Northwest Bancshares Inc.4,164$210 09/30/2019
     ISTB4,164$210 09/30/2019
First Heartland Consultants Inc.4,032$203 06/30/2019
     ISTB4,032$203 06/30/2019
FLC Capital Advisors4,032$202 06/30/2019
     ISTB4,032$202 06/30/2019
Bedell Frazier Investment Counseling LLC3,976$200 06/30/2019
     ISTB3,976$200 06/30/2019
Certified Advisory Corp3,932$198 06/30/2019
     ISTB3,932$198 06/30/2019
Optimum Investment Advisors3,850$194 09/30/2019
     ISTB3,850$194 09/30/2019
Benjamin F. Edwards & Company Inc.3,845$194 06/30/2019
     ISTB3,845$194 06/30/2019
Captrust Financial Advisors2,431$123 06/30/2019
     ISTB2,431$123 06/30/2019
Barrett Asset Management LLC1,910$96 06/30/2019
     ISTB1,910$96 06/30/2019
Smith Shellnut Wilson LLC ADV1,750$88 06/30/2019
     ISTB1,750$88 06/30/2019
Parallel Advisors LLC1,696$86 06/30/2019
     ISTB1,696$86 06/30/2019
US Bancorp DE1,633$82 06/30/2019
     ISTB1,633$82 06/30/2019
Valeo Financial Advisors LLC1,539$78 09/30/2019
     ISTB1,539$78 09/30/2019
Oakworth Capital Inc.1,480$75 06/30/2019
     ISTB1,480$75 06/30/2019
Private Capital Group LLC1,226$60 06/30/2019
     ISTB1,226$60 06/30/2019
Golden State Wealth Management LLC1,145$57 06/30/2019
     ISTB1,145$57 06/30/2019
Bogart Wealth LLC1,106$56 09/30/2019
     ISTB1,106$56 09/30/2019
Evensky & Katz LLC1,001$50 06/30/2019
     ISTB1,001$50 06/30/2019
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 LLC933$47 06/30/2019
     ISTB933$47 06/30/2019
Flagship Harbor Advisors LLC658$33 06/30/2019
     ISTB658$33 06/30/2019
Global Trust Asset Management LLC600$30 09/30/2019
     ISTB600$30 09/30/2019
FMR LLC524$26 06/30/2019
     ISTB524$26 06/30/2019
CWM LLC525$26 06/30/2019
     ISTB525$26 06/30/2019
Coastal Investment Advisors Inc.480$24 09/30/2019
     ISTB480$24 09/30/2019
Larson Financial Group LLC409$21 09/30/2019
     ISTB409$21 09/30/2019
Ironwood Financial llc399$20 06/30/2019
     ISTB399$20 06/30/2019
Founders Capital Management380$19 09/30/2019
     ISTB380$19 09/30/2019
Trust Co. of Vermont363$18 06/30/2019
     ISTB363$18 06/30/2019
Stewardship Financial Advisors LLC344$17 06/30/2019
     ISTB344$17 06/30/2019
Stearns Financial Services Group322$16 06/30/2019
     ISTB322$16 06/30/2019
BDO Wealth Advisors LLC300$15 06/30/2019
     ISTB300$15 06/30/2019
Strategic Wealth Partners Ltd.280$14 06/30/2019
     ISTB280$14 06/30/2019
Fifth Third Bancorp232$12 06/30/2019
     ISTB232$12 06/30/2019
Next Capital Management LLC218$11 06/30/2019
     ISTB218$11 06/30/2019
CLS Investments LLC183$9 06/30/2019
     ISTB183$9 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC105$5 09/30/2019
     ISTB105$5 09/30/2019
Northwestern Mutual Wealth Management Co.72$4 06/30/2019
     ISTB72$4 06/30/2019
BerganKDV Wealth Management LLC83$4 06/30/2019
     ISTB83$4 06/30/2019
SRS Capital Advisors Inc.65$3 06/30/2019
     ISTB65$3 06/30/2019
Patriot Financial Group Insurance Agency LLC60$3 06/30/2019
     ISTB60$3 06/30/2019
Front Row Advisors LLC50$3 06/30/2019
     ISTB50$3 06/30/2019
Global Wealth Management Investment Advisory Inc.34$2 06/30/2019
     ISTB34$2 06/30/2019
Bedel Financial Consulting Inc.16$1 09/30/2019
     ISTB16$1 09/30/2019
Squar Milner Financial Services LLC10$1 06/30/2019
     ISTB10$1 06/30/2019
Parallax Volatility Advisers L.P.2$0 06/30/2019
     ISTB2$0 06/30/2019

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

Quotes delayed 20 minutes

Funds Holding ISTB | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.