HoldingsChannel.com
| Filer | 6/30/2023 Share Count | 9/30/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IHIT Share Count | ||||
| Shaker Financial Services LLC | 27,964 | 165,216 | +137,252 | +490.82% |
| Private Management Group Inc. | 235,400 | 821,609 | +586,209 | +249.03% |
| Atlas Wealth LLC | 30,445 | 84,529 | +54,084 | +177.64% |
| Icon Advisers Inc. Co. | 126,671 | 298,019 | +171,348 | +135.27% |
| Advisor Group Holdings Inc. | 32,100 | 65,600 | +33,500 | +104.36% |
| City of London Investment Management Co. Ltd. | 546,386 | 1,004,630 | +458,244 | +83.87% |
| Cetera Investment Advisers | 47,670 | 85,270 | +37,600 | +78.88% |
| Jane Street Group LLC | 62,495 | 109,024 | +46,529 | +74.45% |
| CSS LLC IL | 29,475 | 49,165 | +19,690 | +66.80% |
| KCS Wealth Advisory | 83,808 | 103,134 | +19,326 | +23.06% |
| Logan Stone Capital LLC | 145,323 | 159,723 | +14,400 | +9.91% |
| Raymond James Financial Services Advisors Inc. | 526,577 | 544,224 | +17,647 | +3.35% |
| Cypress Wealth Services LLC | 30,894 | 31,079 | +185 | +0.60% |
| 13F Filers Reporting New Positions In IHIT | ||||
| JPMorgan Chase & Co. | 0 | 1,920 | +1,920 | +100% |
| Clough Capital Partners L P | 0 | 689,028 | +689,028 | +100% |
| Envestnet Asset Management Inc. | 0 | 13,668 | +13,668 | +100% |
| Pinebridge Investments L.P. | 0 | 58,001 | +58,001 | +100% |
| OmniStar Financial Group Inc. | 0 | 11,454 | +11,454 | +100% |
| Navalign LLC | 0 | 11,158 | +11,158 | +100% |
| Koesten Hirschmann & Crabtree INC. | 0 | 1,000 | +1,000 | +100% |
| Quarry LP | 0 | 231,695 | +231,695 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 5,575 | 5,575 | UNCH | 0.00% |
| Proequities Inc. | 2,000 | 2,000 | UNCH | 0.00% |
| Pointe Capital Management LLC | 15,000 | 15,000 | UNCH | 0.00% |
| Key Financial Inc | 1,475 | 1,475 | UNCH | 0.00% |
| 13F Filers Decreasing IHIT Share Count | ||||
| Janney Montgomery Scott LLC | 46,010 | 15,955 | -30,055 | -65.32% |
| Harbor Investment Advisory LLC | 15,895 | 9,995 | -5,900 | -37.12% |
| UBS Group AG | 2,695 | 2,000 | -695 | -25.79% |
| Royal Bank of Canada | 19,577 | 15,643 | -3,934 | -20.10% |
| Weiss Asset Management LP | 116,972 | 97,193 | -19,779 | -16.91% |
| National Asset Management Inc. | 23,835 | 20,829 | -3,006 | -12.61% |
| LPL Financial LLC | 42,312 | 37,112 | -5,200 | -12.29% |
| Cambridge Investment Research Advisors Inc. | 19,482 | 17,469 | -2,013 | -10.33% |
| Wells Fargo & Company MN | 617,055 | 565,590 | -51,465 | -8.34% |
| Integrated Wealth Concepts LLC | 465,519 | 432,641 | -32,878 | -7.06% |
| Cary Street Partners Investment Advisory LLC | 9,110 | 8,510 | -600 | -6.59% |
| Raymond James & Associates | 137,770 | 129,574 | -8,196 | -5.95% |
| Bank of America Corp DE | 540,609 | 517,210 | -23,399 | -4.33% |
| Morgan Stanley | 1,820,868 | 1,785,998 | -34,870 | -1.92% |
| 13F Filers Exiting IHIT | ||||
| Consolidated Portfolio Review Corp | 11,934 | 0 | -11,934 | -100.00% |
| Bullseye Investment Management LLC | 736,281 | 0 | -736,281 | -100.00% |
| Clear Street LLC | 30 | 0 | -30 | -100.00% |
| Landscape Capital Management L.L.C. | 12,651 | 0 | -12,651 | -100.00% |
| Susquehanna International Group LLP | 35,205 | 0 | -35,205 | -100.00% |
| D.A. Davidson & CO. | 16,000 | 0 | -16,000 | -100.00% |
| Sit Investment Associates Inc. | 668,322 | 0 | -668,322 | -100.00% |
| Commonwealth Equity Services LLC | 11,186 | 0 | -11,186 | -100.00% |
See Summary: Institutional Holders of IHIT
See Details: Top 10 Hedge Funds Holding IHIT
Also See: IHIT Insider Buying
