IBHG(IBHG)
IBHG
$21.83—Stale · unknown old
USBATS • Last print unknown ago
$21.83—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| UBS Group AG | 1.81M | Jun 30, 26 | +1.47M | 7.89% |
| LBMC INVESTMENT ADVISORS, LLC | 1.77M | Jun 30, 26 | +155.80K | 7.73% |
| ARROW FINANCIAL CORP | 1.49M | Jun 30, 26 | +1.49M | 6.51% |
| LPL Financial LLC | 1.25M | Jun 30, 26 | +107.05K | 5.45% |
| WELLS FARGO & COMPANY/MN | 810.42K | Jun 30, 26 | +10.73K | 3.54% |
| Federation des caisses Desjardins du Quebec | 782.17K | Jun 30, 26 | -110.89K | 3.41% |
| RAYMOND JAMES FINANCIAL INC | 401.75K | Jun 30, 26 | +76.39K | 1.75% |
| MORGAN STANLEY | 281.07K | Jun 30, 26 | +63.90K | 1.23% |
| BANK OF AMERICA CORP /DE/ | 259.33K | Jun 30, 26 | +10.44K | 1.13% |
| Cetera Investment Advisers | 254.78K | Jun 30, 26 | -8.52K | 1.11% |
| J.W. COLE ADVISORS, INC. | 213.56K | Jun 30, 26 | -9.05K | 0.93% |
| Concurrent Investment Advisors, LLC | 203.43K | Jun 30, 26 | +203.43K | 0.89% |
| Ironwood Financial, llc | 199.32K | Jun 30, 26 | +33.79K | 0.87% |
| BlackRock, Inc. | 196.43K | Jun 30, 26 | +125.44K | 0.86% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 196.00K | Jun 30, 26 | +60.03K | 0.86% |
| Mid-American Wealth Advisory Group, Inc. | 195.82K | Jun 30, 26 | -13.05K | 0.85% |
| NewEdge Advisors, LLC | 185.84K | Jun 30, 26 | +18.92K | 0.81% |
| Carr Financial Group Corp | 150.85K | Jun 30, 26 | +31.01K | 0.66% |
| Straight Path Wealth Management | 135.33K | Jun 30, 26 | +7.76K | 0.59% |
| JANE STREET GROUP, LLC | 133.78K | Jun 30, 26 | +101.11K | 0.58% |
| Commonwealth Financial Services, LLC | 120.40K | Jun 30, 26 | -267.68K | 0.53% |
| Penobscot Investment Management Company, Inc. | 113.28K | Jun 30, 26 | +23.85K | 0.49% |
| EIGHT 31 FINANCIAL LLC | 107.17K | Jun 30, 26 | +2.83K | 0.47% |
| Private Advisor Group, LLC | 99.81K | Jun 30, 26 | +65.32K | 0.44% |
| ROYAL BANK OF CANADA | 90.36K | Jun 30, 26 | -1.71K | 0.39% |
| OLD MISSION CAPITAL LLC | 86.92K | Jun 30, 26 | -49.38K | 0.38% |
| Cambridge Investment Research Advisors, Inc. | 84.49K | Jun 30, 26 | +9.91K | 0.37% |
| EVEXIA WEALTH LLC | 80.37K | Jun 30, 26 | -36.51K | 0.35% |
| Foundations Investment Advisors, LLC | 80.21K | Jun 30, 26 | +25.76K | 0.35% |
| Advisory Services Network, LLC | 78.40K | Jun 30, 26 | +488 | 0.34% |
| Walser Wealth Management Company, A Ltd Liability Co | 75.62K | Jun 30, 26 | +25.78K | 0.33% |
| Integrated Wealth Concepts LLC | 73.47K | Jun 30, 26 | +334 | 0.32% |
| Parallel Advisors, LLC | 70.38K | Jun 30, 26 | +27.65K | 0.31% |
| Keeler THomas Management LLC | 67.45K | Jun 30, 26 | -66.21K | 0.29% |
| Centennial Advisors, LLC | 61.29K | Jun 30, 26 | +6.36K | 0.27% |
| Lido Advisors, LLC | 57.32K | Jun 30, 26 | -25.68K | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 55.61K | Jun 30, 26 | +28.46K | 0.24% |
| Stratos Wealth Partners, LTD. | 54.60K | Jun 30, 26 | +9.67K | 0.24% |
| BridgePort Financial Solutions, LLC | 54.58K | Jun 30, 26 | -- | 0.24% |
| Collaborative Fund Advisors, LLC | 53.21K | Jun 30, 26 | +53.21K | 0.23% |
| IFP Advisors, Inc | 52.87K | Jun 30, 26 | -1.26K | 0.23% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 48.28K | Jun 30, 26 | -1.46K | 0.21% |
| FOCUSED ALPHA, LLC | 47.81K | Jun 30, 26 | +6.20K | 0.21% |
| FIDUCIARY FINANCIAL ADVISORS | 47.73K | Jun 30, 26 | +47.73K | 0.21% |
| THRIVENT FINANCIAL FOR LUTHERANS | 45.25K | Jun 30, 26 | +7.95K | 0.20% |
| High Note Wealth, LLC | 44.17K | Jun 30, 26 | +17.86K | 0.19% |
| Helen Stephens Group, LLC | 43.68K | Jun 30, 26 | +16.88K | 0.19% |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 42.90K | Jun 30, 26 | +24.27K | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 41.75K | Jun 30, 26 | -682 | 0.18% |
| COWA, LLC | 41.20K | Jun 30, 26 | +2.00K | 0.18% |
| AE Wealth Management LLC | 39.86K | Jun 30, 26 | -1.22K | 0.17% |
| Heartland Bank & Trust Co | 39.17K | Jun 30, 26 | +3.54K | 0.17% |
| Bedel Financial Consulting, Inc. | 39.00K | Jun 30, 26 | +9.18K | 0.17% |
| BIP Wealth, LLC | 37.22K | Jun 30, 26 | +3.08K | 0.16% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 37.00K | Jun 30, 26 | +37.00K | 0.16% |
| EP Wealth Advisors, LLC | 36.94K | Jun 30, 26 | -8.45K | 0.16% |
| REBALANCE, LLC | 36.93K | Jun 30, 26 | +506 | 0.16% |
| Timber Creek Capital Management LLC | 35.97K | Jun 30, 26 | +4.89K | 0.16% |
| Baird Financial Group, Inc. | 34.02K | Jun 30, 26 | +8.92K | 0.15% |
| WRAPMANAGER INC | 33.21K | Jun 30, 26 | -3.94K | 0.14% |
| Guidance Point Advisors, LLC | 31.38K | Jun 30, 26 | +6.04K | 0.14% |
| Bullock Wealth Management Group | 30.61K | Jun 30, 26 | +7.89K | 0.13% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 30.00K | Jun 30, 26 | -- | 0.13% |
| GREAT VALLEY ADVISOR GROUP, INC. | 27.04K | Jun 30, 26 | +1.19K | 0.12% |
| Cerity Partners LLC | 27.02K | Jun 30, 26 | -4.77K | 0.12% |
| Klaas Financial Asset Advisors, LLC | 26.90K | Jun 30, 26 | +630 | 0.12% |
| STIFEL FINANCIAL CORP | 26.58K | Jun 30, 26 | +2.71K | 0.12% |
| Belpointe Asset Management LLC | 25.36K | Jun 30, 26 | +11.45K | 0.11% |
| Madden Advisory Services, Inc. | 25.32K | Jun 30, 26 | +1.00K | 0.11% |
| Rialto Wealth Management, LLC | 25.13K | Jun 30, 26 | -6.13K | 0.11% |
| Kastel Capital Advisors, LLC | 24.87K | Jun 30, 26 | +107 | 0.11% |
| Csenge Advisory Group | 24.58K | Jun 30, 26 | +774 | 0.11% |
| Tempus Wealth Planning, LLC | 24.37K | Jun 30, 26 | -15.40K | 0.11% |
| Global Retirement Partners, LLC | 21.75K | Jun 30, 26 | +21.75K | 0.09% |
| TCG Advisory Services, LLC | 21.54K | Jun 30, 26 | +21.54K | 0.09% |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 19.72K | Jun 30, 26 | +119 | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 19.04K | Jun 30, 26 | -4.52K | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 18.91K | Jun 30, 26 | -- | 0.08% |
| HighTower Advisors, LLC | 18.69K | Jun 30, 26 | -378.73K | 0.08% |
| CITADEL ADVISORS LLC | 18.41K | Jun 30, 26 | -5.22K | 0.08% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 18.14K | Jun 30, 26 | +5.73K | 0.08% |
| Beacon Pointe Advisors, LLC | 18.05K | Jun 30, 26 | +18.05K | 0.08% |
| Kurv Investment Management LLC | 18.03K | Jun 30, 26 | +18.03K | 0.08% |
| Farther Finance Advisors, LLC | 17.64K | Jun 30, 26 | +12.60K | 0.08% |
| Kestra Advisory Services, LLC | 17.08K | Jun 30, 26 | +2.04K | 0.07% |
| Mayflower Financial Advisors, LLC | 15.66K | Jun 30, 26 | -- | 0.07% |
| Orion Capital Management LLC | 15.07K | Jun 30, 26 | +1.07K | 0.07% |
| Windsor Capital Management, LLC | 14.89K | Jun 30, 26 | +3.84K | 0.06% |
| BEACON FINANCIAL PLANNING, INC | 14.35K | Jun 30, 26 | +5.18K | 0.06% |
| Landing Point Financial Group, LLC | 14.12K | Jun 30, 26 | -2.33K | 0.06% |
| Bank of New York Mellon Corp | 13.97K | Jun 30, 26 | -386.74K | 0.06% |
| Equitable Holdings, Inc. | 13.97K | Jun 30, 26 | +13.97K | 0.06% |
| GAMMA Investing LLC | 13.71K | Jun 30, 26 | +8.19K | 0.06% |
| Colony Group, LLC | 13.38K | Jun 30, 26 | -- | 0.06% |
| Pure Financial Advisors, LLC | 13.11K | Jun 30, 26 | -447 | 0.06% |
| TFR Capital, LLC. | 12.79K | Jun 30, 26 | -272 | 0.06% |
| TABLEAUX LLC | 11.67K | Jun 30, 26 | -1.61K | 0.05% |
| Wick Capital Partners, LLC | 11.38K | Jun 30, 26 | +11.38K | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.85K | Jun 30, 26 | -- | 0.05% |
| Cornerstone Wealth Management, LLC | 10.49K | Jun 30, 26 | +10.49K | 0.05% |
| 1900 WEALTH MANAGEMENT LLC | 10.36K | Jun 30, 26 | -- | 0.05% |
| Quantinno Capital Management LP | 10.35K | Jun 30, 26 | -- | 0.05% |
| Ashton Thomas Private Wealth, LLC | 10.35K | Jun 30, 26 | -- | 0.05% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 10.18K | Jun 30, 26 | +993 | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 10.11K | Jun 30, 26 | -2.33K | 0.04% |
| Mutual Advisors, LLC | 9.98K | Jun 30, 26 | +834 | 0.04% |
| LIBERTY WEALTH MANAGEMENT LLC | 9.84K | Jun 30, 26 | -- | 0.04% |
| Pensionmark Financial Group, LLC | 9.80K | Jun 30, 26 | -1.21K | 0.04% |
| KPP Advisory Services LLC | 9.64K | Jun 30, 26 | +300 | 0.04% |
| HEADINVEST, LLC | 9.32K | Jun 30, 26 | -11.38K | 0.04% |
| Waverly Advisors, LLC | 9.25K | Jun 30, 26 | +9.25K | 0.04% |
| Arkadios Wealth Advisors | 9.25K | Jun 30, 26 | -- | 0.04% |
| 10Elms LLP | 7.55K | Jun 30, 26 | +2.30K | 0.03% |
| WORMSER FRERES GESTION | 7.27K | Jun 30, 26 | +7.27K | 0.03% |
| Friedenthal Financial | 7.08K | Jun 30, 26 | -242 | 0.03% |
| Activest Wealth Management | 6.74K | Jun 30, 26 | -- | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.74K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 6.06K | Jun 30, 26 | -- | 0.03% |
| Spire Wealth Management | 2.92K | Jun 30, 26 | +9 | 0.01% |
| IFG Advisory, LLC | 2.49K | Jun 30, 26 | +2.49K | 0.01% |
| BANK OF MONTREAL /CAN/ | 2.46K | Jun 30, 26 | +2.46K | 0.01% |
| Hurley Capital, LLC | 2.40K | Jun 30, 26 | +281 | 0.01% |
| CNB Bank | 2.37K | Jun 30, 26 | +100 | 0.01% |
| Golden State Wealth Management, LLC | 1.73K | Jun 30, 26 | +25 | 0.01% |
| Newbridge Financial Services Group, Inc. | 1.58K | Jun 30, 26 | -- | 0.01% |
| Napier Financial, LLC | 1.55K | Jun 30, 26 | -- | 0.01% |
| Ronald Blue Trust, Inc. | 892 | Jun 30, 26 | +13 | 0.00% |
| Steward Partners Investment Advisory, LLC | 888 | Jun 30, 26 | -- | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 800 | Jun 30, 26 | -- | 0.00% |
| VSM Wealth Advisory, LLC | 398 | Jun 30, 26 | -- | 0.00% |
| Cherry Tree Wealth Management, LLC | 225 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 71 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 41 | Jun 30, 26 | -989 | 0.00% |
| Parkside Financial Bank & Trust | 21 | Jun 30, 26 | +21 | 0.00% |
| Intentional Wealth Strategies, LLC | -- | Jun 30, 26 | -9.38K | -- |
| Boreal Capital Management LLC | -- | Jun 30, 26 | -1 | -- |
| Spartan Wealth Advisory Services LLC | -- | Jun 30, 26 | -11.74K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -20.41K | -- |
| HAZLETT, BURT & WATSON, INC. | -- | Jun 30, 26 | -801 | -- |
| THREADGILL FINANCIAL, LLC | -- | Jun 30, 26 | -962.63K | -- |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | -- | Jun 30, 26 | -13.41K | -- |
| NATIONAL BANK OF CANADA /FI/ | -- | Jun 30, 26 | -3.01K | -- |
| Freestone Capital Holdings, LLC | -- | Jun 30, 26 | -15.75K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -2.75K | -- |
| CX Institutional | -- | Jun 30, 26 | -929 | -- |
| CWM, LLC | 1.84K | Mar 31, 26 | -- | 0.01% |
| Austin Private Wealth, LLC | 30.40K | Dec 31, 25 | +128 | 0.13% |
| High Falls Advisors, Inc | 10.25K | Dec 31, 25 | +10.25K | 0.04% |
| COMERICA BANK | 6.06K | Dec 31, 25 | +1.80K | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 104.28K | Jun 30, 25 | +13.10K | 0.46% |
| SUMMIT INVESTMENT ADVISORS, INC. | 97.61K | Jun 30, 25 | +7.27K | 0.43% |
| Orion Portfolio Solutions, LLC | 51.25K | Mar 31, 25 | +51.25K | 0.22% |
| RAYMOND JAMES & ASSOCIATES | 49.98K | Sep 30, 24 | +10.20K | 0.22% |
| Raymond James Financial Services Advisors, Inc. | 14.92K | Sep 30, 24 | +14.92K | 0.07% |
| BBJS FINANCIAL ADVISORS, LLC | 9.84K | Sep 30, 24 | +6 | 0.04% |
| Cetera Advisors LLC | 21.70K | Mar 31, 24 | +4.58K | 0.09% |