There is a long list of 318 institutional holders of IBDR within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IBDR by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBDR table below, the initial column indicates the name of each top institutional holder of IBDR, with a link to that fund's top holdings. The next columns indicate the amount of IBDR stock held by each of the institutional holders of IBDR, followed by the IBDR position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 6,876,696 | $164,353 | 12/31/2023 |
IBDR | 6,876,696 | $164,353 | 12/31/2023 |
Shufro Rose & Co. LLC | 3,084,409 | $71,975 | 12/31/2023 |
IBDR | 3,084,409 | $71,975 | 12/31/2023 |
Morgan Stanley | 2,960,981 | $70,767 | 12/31/2023 |
IBDR | 2,960,981 | $70,767 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 2,218,626 | $53,025 | 12/31/2023 |
IBDR | 2,218,626 | $53,025 | 12/31/2023 |
UBS Group AG | 2,084,157 | $49,811 | 12/31/2023 |
IBDR | 2,084,157 | $49,811 | 12/31/2023 |
Capital Advisors Inc. OK | 1,886,483 | $44,993 | 03/31/2024 |
IBDR | 1,886,483 | $44,993 | 03/31/2024 |
LPL Financial LLC | 1,751,297 | $41,856 | 12/31/2023 |
IBDR | 1,751,297 | $41,856 | 12/31/2023 |
GWM Advisors LLC | 1,622,187 | $38,736 | 12/31/2023 |
IBDR | 1,622,187 | $38,736 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,557,132 | $37,215 | 12/31/2023 |
IBDR | 1,557,132 | $37,215 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 1,544,680 | $36,918 | 12/31/2023 |
IBDR | 1,544,680 | $36,918 | 12/31/2023 |
Ameriprise Financial Inc. | 1,410,270 | $33,268 | 12/31/2023 |
IBDR | 1,410,270 | $33,268 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,324,997 | $31,601 | 03/31/2024 |
IBDR | 1,324,997 | $31,601 | 03/31/2024 |
Royal Bank of Canada | 1,317,364 | $31,485 | 12/31/2023 |
IBDR | 1,317,364 | $31,485 | 12/31/2023 |
Stifel Financial Corp | 1,186,686 | $28,362 | 12/31/2023 |
IBDR | 1,186,686 | $28,362 | 12/31/2023 |
Wells Fargo & Company MN | 1,135,315 | $27,134 | 12/31/2023 |
IBDR | 1,135,315 | $27,134 | 12/31/2023 |
Klingman & Associates LLC | 999,849 | $23,896 | 12/31/2023 |
IBDR | 999,849 | $23,896 | 12/31/2023 |
Sigma Investment Counselors Inc. | 1,001,495 | $23,886 | 03/31/2024 |
IBDR | 1,001,495 | $23,886 | 03/31/2024 |
HighTower Advisors LLC | 937,846 | $22,412 | 12/31/2023 |
IBDR | 937,846 | $22,412 | 12/31/2023 |
Kathmere Capital Management LLC | 927,909 | $22,131 | 03/31/2024 |
IBDR | 927,909 | $22,131 | 03/31/2024 |
Sound View Wealth Advisors Group LLC | 898,634 | $21,477 | 12/31/2023 |
IBDR | 898,634 | $21,477 | 12/31/2023 |
Granite Bay Wealth Management LLC | 913,500 | $21,448 | 12/31/2023 |
IBDR | 913,500 | $21,448 | 12/31/2023 |
Woodmont Investment Counsel LLC | 896,473 | $21,381 | 03/31/2024 |
IBDR | 896,473 | $21,381 | 03/31/2024 |
Truist Financial Corp | 858,301 | $20,513 | 12/31/2023 |
IBDR | 858,301 | $20,513 | 12/31/2023 |
Summitry LLC | 858,179 | $20,510 | 12/31/2023 |
IBDR | 858,179 | $20,510 | 12/31/2023 |
Confluence Investment Management LLC | 845,491 | $20,165 | 03/31/2024 |
IBDR | 845,491 | $20,165 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 789,914 | $18,840 | 03/31/2024 |
IBDR | 789,914 | $18,840 | 03/31/2024 |
US Bancorp DE | 759,943 | $18,163 | 12/31/2023 |
IBDR | 759,943 | $18,163 | 12/31/2023 |
RVW Wealth LLC | 736,759 | $17,572 | 03/31/2024 |
IBDR | 736,759 | $17,572 | 03/31/2024 |
Capital Investment Advisors LLC | 665,451 | $15,871 | 03/31/2024 |
IBDR | 665,451 | $15,871 | 03/31/2024 |
Raymond James & Associates | 639,548 | $15,253 | 03/31/2024 |
IBDR | 639,548 | $15,253 | 03/31/2024 |
Keeler Thomas Management LLC | 628,383 | $15,018 | 12/31/2023 |
IBDR | 628,383 | $15,018 | 12/31/2023 |
Commonwealth Equity Services LLC | 621,037 | $14,812 | 03/31/2024 |
IBDR | 621,037 | $14,812 | 03/31/2024 |
Summit Asset Management LLC | 577,124 | $13,793 | 12/31/2023 |
IBDR | 577,124 | $13,793 | 12/31/2023 |
MV Capital Management Inc. | 569,770 | $13,589 | 03/31/2024 |
IBDR | 569,770 | $13,589 | 03/31/2024 |
Buffington Mohr McNeal | 569,706 | $13,587 | 03/31/2024 |
IBDR | 569,706 | $13,587 | 03/31/2024 |
Venture Visionary Partners LLC | 537,913 | $12,856 | 12/31/2023 |
IBDR | 537,913 | $12,856 | 12/31/2023 |
Lido Advisors LLC | 532,913 | $12,737 | 12/31/2023 |
IBDR | 532,913 | $12,737 | 12/31/2023 |
Arrow Financial Corp | 522,913 | $12,498 | 12/31/2023 |
IBDR | 522,913 | $12,498 | 12/31/2023 |
HM Payson & Co. | 517,959 | $12,379 | 12/31/2023 |
IBDR | 517,959 | $12,379 | 12/31/2023 |
CWM LLC | 501,161 | $11,953 | 03/31/2024 |
IBDR | 501,161 | $11,953 | 03/31/2024 |
Baltimore Washington Financial Advisors Inc. | 478,189 | $11,429 | 12/31/2023 |
IBDR | 478,189 | $11,429 | 12/31/2023 |
Stratos Wealth Partners LTD. | 440,988 | $10,518 | 03/31/2024 |
IBDR | 440,988 | $10,518 | 03/31/2024 |
Howland Capital Management LLC | 417,237 | $9,972 | 12/31/2023 |
IBDR | 417,237 | $9,972 | 12/31/2023 |
WJ Wealth Management LLC | 416,352 | $9,930 | 03/31/2024 |
IBDR | 416,352 | $9,930 | 03/31/2024 |
CENTRAL TRUST Co | 397,030 | $9,469 | 03/31/2024 |
IBDR | 397,030 | $9,469 | 03/31/2024 |
Global Retirement Partners LLC | 387,194 | $9,235 | 03/31/2024 |
IBDR | 387,194 | $9,235 | 03/31/2024 |
Gateway Advisory LLC | 383,183 | $9,158 | 12/31/2023 |
IBDR | 383,183 | $9,158 | 12/31/2023 |
Windsor Capital Management LLC | 359,636 | $8,577 | 03/31/2024 |
IBDR | 359,636 | $8,577 | 03/31/2024 |
Beacon Pointe Advisors LLC | 358,523 | $8,569 | 12/31/2023 |
IBDR | 358,523 | $8,569 | 12/31/2023 |
Snowden Capital Advisors LLC | 352,955 | $8,436 | 12/31/2023 |
IBDR | 352,955 | $8,436 | 12/31/2023 |
See All: Funds Holding IBDR
See Details: Top 10 Hedge Funds Holding IBDR
Also See: IBDR Holdings Changes
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