There is a long list of 373 institutional holders of ISTB 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 ISTB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ISTB table below, the initial column indicates the name of each top institutional holder of ISTB, with a link to that fund's top holdings. The next columns indicate the amount of ISTB stock held by each of the institutional holders of ISTB, followed by the ISTB 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 |
---|---|---|---|
Acorns Advisers LLC | 8,582,714 | $408,194 | 12/31/2023 |
ISTB | 8,582,714 | $408,194 | 12/31/2023 |
State of Wisconsin Investment Board | 4,544,200 | $216,122 | 12/31/2023 |
ISTB | 4,544,200 | $216,122 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 3,751,667 | $178,429 | 12/31/2023 |
ISTB | 3,751,667 | $178,429 | 12/31/2023 |
Trust Point Inc. | 3,102,460 | $147,181 | 03/31/2024 |
ISTB | 3,102,460 | $147,181 | 03/31/2024 |
BlackRock Inc. | 2,444,873 | $116,278 | 12/31/2023 |
ISTB | 2,444,873 | $116,278 | 12/31/2023 |
Bank of America Corp DE | 1,777,192 | $84,523 | 12/31/2023 |
ISTB | 1,777,192 | $84,523 | 12/31/2023 |
Morgan Stanley | 1,448,596 | $68,895 | 12/31/2023 |
ISTB | 1,448,596 | $68,895 | 12/31/2023 |
Spinnaker Trust | 1,237,380 | $58,701 | 03/31/2024 |
ISTB | 1,237,380 | $58,701 | 03/31/2024 |
Raymond James & Associates | 1,200,586 | $56,956 | 03/31/2024 |
ISTB | 1,200,586 | $56,956 | 03/31/2024 |
UBS Group AG | 1,088,032 | $51,747 | 12/31/2023 |
ISTB | 1,088,032 | $51,747 | 12/31/2023 |
Mariner LLC | 1,011,341 | $48,099 | 12/31/2023 |
ISTB | 1,011,341 | $48,099 | 12/31/2023 |
Townsend & Associates Inc | 945,072 | $44,418 | 03/31/2024 |
ISTB | 945,072 | $44,418 | 03/31/2024 |
Cahaba Wealth Management Inc. | 766,076 | $36,343 | 03/31/2024 |
ISTB | 766,076 | $36,343 | 03/31/2024 |
Wells Fargo & Company MN | 751,830 | $35,757 | 12/31/2023 |
ISTB | 751,830 | $35,757 | 12/31/2023 |
Envestnet Asset Management Inc. | 722,483 | $34,361 | 12/31/2023 |
ISTB | 722,483 | $34,361 | 12/31/2023 |
Prosperity Planning Inc. | 707,307 | $33,555 | 03/31/2024 |
ISTB | 707,307 | $33,555 | 03/31/2024 |
MBL Wealth LLC | 661,033 | $31,359 | 03/31/2024 |
ISTB | 661,033 | $31,359 | 03/31/2024 |
JPMorgan Chase & Co. | 635,583 | $30,228 | 12/31/2023 |
ISTB | 635,583 | $30,228 | 12/31/2023 |
Jones Financial Companies Lllp | 600,395 | $28,555 | 12/31/2023 |
ISTB | 600,395 | $28,555 | 12/31/2023 |
LPL Financial LLC | 595,925 | $28,342 | 12/31/2023 |
ISTB | 595,925 | $28,342 | 12/31/2023 |
Destination Wealth Management | 487,695 | $23,195 | 12/31/2023 |
ISTB | 487,695 | $23,195 | 12/31/2023 |
Courage Miller Partners LLC | 482,389 | $22,885 | 03/31/2024 |
ISTB | 482,389 | $22,885 | 03/31/2024 |
Cerity Partners LLC | 474,693 | $22,576 | 12/31/2023 |
ISTB | 474,693 | $22,576 | 12/31/2023 |
Cim LLC | 463,288 | $21,886 | 12/31/2023 |
ISTB | 463,288 | $21,886 | 12/31/2023 |
Geneos Wealth Management Inc. | 455,885 | $21,627 | 03/31/2024 |
ISTB | 455,885 | $21,627 | 03/31/2024 |
Royal Bank of Canada | 454,568 | $21,620 | 12/31/2023 |
ISTB | 454,568 | $21,620 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 438,281 | $20,792 | 03/31/2024 |
ISTB | 438,281 | $20,792 | 03/31/2024 |
Ameriprise Financial Inc. | 407,845 | $19,396 | 12/31/2023 |
ISTB | 407,845 | $19,396 | 12/31/2023 |
Jane Street Group LLC | 405,974 | $19,308 | 12/31/2023 |
ISTB | 405,974 | $19,308 | 12/31/2023 |
Pittenger & Anderson Inc. | 333,345 | $15,814 | 03/31/2024 |
ISTB | 333,345 | $15,814 | 03/31/2024 |
Susquehanna International Group LLP | 322,503 | $15,300 | 03/31/2024 |
ISTB | 322,503 | $15,300 | 03/31/2024 |
Horizon Investments LLC | 321,113 | $15,227 | 12/31/2023 |
ISTB | 321,113 | $15,227 | 12/31/2023 |
Phillips Financial Management LLC | 315,886 | $14,986 | 03/31/2024 |
ISTB | 315,886 | $14,986 | 03/31/2024 |
Capital Insight Partners LLC | 308,062 | $14,614 | 03/31/2024 |
ISTB | 308,062 | $14,614 | 03/31/2024 |
Opal Wealth Advisors LLC | 306,441 | $14,538 | 03/31/2024 |
ISTB | 306,441 | $14,538 | 03/31/2024 |
Creative Planning | 303,196 | $14,420 | 12/31/2023 |
ISTB | 303,196 | $14,420 | 12/31/2023 |
Advisor Group Holdings Inc. | 277,091 | $13,179 | 12/31/2023 |
ISTB | 277,091 | $13,179 | 12/31/2023 |
Founders Financial Securities LLC | 273,817 | $12,990 | 03/31/2024 |
ISTB | 273,817 | $12,990 | 03/31/2024 |
Orion Portfolio Solutions LLC | 266,205 | $12,631 | 12/31/2023 |
ISTB | 266,205 | $12,631 | 12/31/2023 |
HighTower Advisors LLC | 255,197 | $12,109 | 03/31/2024 |
ISTB | 255,197 | $12,109 | 03/31/2024 |
Divergent Wealth Advisors LLC | 253,997 | $12,080 | 12/31/2023 |
ISTB | 253,997 | $12,080 | 12/31/2023 |
Commonwealth Equity Services LLC | 246,922 | $11,714 | 03/31/2024 |
ISTB | 246,922 | $11,714 | 03/31/2024 |
Omega Financial Group LLC | 240,000 | $11,386 | 03/31/2024 |
ISTB | 240,000 | $11,386 | 03/31/2024 |
Hunter Associates Investment Management LLC | 227,538 | $10,790 | 03/31/2024 |
ISTB | 227,538 | $10,790 | 03/31/2024 |
Alexander Randolph Advisory Inc. | 223,965 | $10,625 | 03/31/2024 |
ISTB | 223,965 | $10,625 | 03/31/2024 |
Beacon Pointe Advisors LLC | 221,244 | $10,522 | 12/31/2023 |
ISTB | 221,244 | $10,522 | 12/31/2023 |
The PNC Financial Services Group Inc. | 195,598 | $9,303 | 12/31/2023 |
ISTB | 195,598 | $9,303 | 12/31/2023 |
DORVAL Corp | 187,972 | $8,897 | 03/31/2024 |
ISTB | 187,972 | $8,897 | 03/31/2024 |
McKinley Carter Wealth Services Inc. | 187,292 | $8,885 | 03/31/2024 |
ISTB | 187,292 | $8,885 | 03/31/2024 |
Bank of Montreal Can | 183,708 | $8,738 | 12/31/2023 |
ISTB | 183,708 | $8,738 | 12/31/2023 |
See All: Funds Holding ISTB
See Details: Top 10 Hedge Funds Holding ISTB
Also See: ISTB Holdings Changes
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