IBHJ(IBHJ)
IBHJ
$26.00—Stale · unknown old
USBATS • Last print unknown ago
$26.00—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 1.19M | Jun 30, 26 | +256.37K | 40.79% |
| Michael S. Ryan, Inc. | 201.26K | Jun 30, 26 | -2.32K | 6.90% |
| Chicago Partners Investment Group LLC | 200.06K | Jun 30, 26 | +10.55K | 6.86% |
| BlackRock, Inc. | 163.93K | Jun 30, 26 | +103.86K | 5.62% |
| LPL Financial LLC | 131.07K | Jun 30, 26 | +35.10K | 4.49% |
| BANK OF AMERICA CORP /DE/ | 98.25K | Jun 30, 26 | +8.45K | 3.37% |
| MERCER GLOBAL ADVISORS INC /ADV | 91.67K | Jun 30, 26 | +6.51K | 3.14% |
| Straight Path Wealth Management | 74.17K | Jun 30, 26 | +217 | 2.54% |
| Integrated Wealth Concepts LLC | 73.95K | Jun 30, 26 | +15.56K | 2.54% |
| MORGAN STANLEY | 73.57K | Jun 30, 26 | +4.53K | 2.52% |
| First Western Trust Bank | 61.15K | Jun 30, 26 | +42.55K | 2.10% |
| Ironwood Financial, llc | 49.04K | Jun 30, 26 | +49.04K | 1.68% |
| COMMONWEALTH EQUITY SERVICES, LLC | 37.62K | Jun 30, 26 | +16.61K | 1.29% |
| WRAPMANAGER INC | 27.78K | Jun 30, 26 | -3.27K | 0.95% |
| Bullock Wealth Management Group | 25.83K | Jun 30, 26 | +5.72K | 0.89% |
| FOCUSED ALPHA, LLC | 24.34K | Jun 30, 26 | +396 | 0.83% |
| CAPTRUST FINANCIAL ADVISORS | 21.70K | Jun 30, 26 | -- | 0.74% |
| JANE STREET GROUP, LLC | 20.36K | Jun 30, 26 | +4.09K | 0.70% |
| RAYMOND JAMES FINANCIAL INC | 19.22K | Jun 30, 26 | +1.64K | 0.66% |
| MTM FINANCIAL GROUP, LLC | 18.39K | Jun 30, 26 | +18.39K | 0.63% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17.11K | Jun 30, 26 | +3.94K | 0.59% |
| Cetera Investment Advisers | 16.86K | Jun 30, 26 | -5.12K | 0.58% |
| Lido Advisors, LLC | 16.11K | Jun 30, 26 | +16.11K | 0.55% |
| ROYAL BANK OF CANADA | 15.94K | Jun 30, 26 | -468 | 0.55% |
| Segment Wealth Management, LLC | 13.80K | Jun 30, 26 | +880 | 0.47% |
| Helen Stephens Group, LLC | 11.29K | Jun 30, 26 | -- | 0.39% |
| Belpointe Asset Management LLC | 11.27K | Jun 30, 26 | +11.27K | 0.39% |
| WELLS FARGO & COMPANY/MN | 11.26K | Jun 30, 26 | +732 | 0.39% |
| Stockman Wealth Management, Inc. | 11.06K | Jun 30, 26 | -- | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 10.76K | Jun 30, 26 | +4.32K | 0.37% |
| IFP Advisors, Inc | 10.75K | Jun 30, 26 | -276 | 0.37% |
| Freestone Capital Holdings, LLC | 10.01K | Jun 30, 26 | -3.33K | 0.34% |
| Ellis Investment Partners, LLC | 9.95K | Jun 30, 26 | +510 | 0.34% |
| TABLEAUX LLC | 8.85K | Jun 30, 26 | -490 | 0.30% |
| 1900 WEALTH MANAGEMENT LLC | 8.69K | Jun 30, 26 | +8.69K | 0.30% |
| Quad-Cities Investment Group, LLC | 8.67K | Jun 30, 26 | +8.67K | 0.30% |
| Guidance Point Advisors, LLC | 8.09K | Jun 30, 26 | +8.09K | 0.28% |
| STIFEL FINANCIAL CORP | 7.62K | Jun 30, 26 | +7.62K | 0.26% |
| Orion Capital Management LLC | 5.00K | Jun 30, 26 | +2.00K | 0.17% |
| Parallel Advisors, LLC | 3.38K | Jun 30, 26 | -- | 0.12% |
| CNB Bank | 3.30K | Jun 30, 26 | +154 | 0.11% |
| BARRETT & COMPANY, INC. | 2.74K | Jun 30, 26 | -- | 0.09% |
| AE Wealth Management LLC | 1.66K | Jun 30, 26 | +1.54K | 0.06% |
| NewEdge Advisors, LLC | 1.12K | Jun 30, 26 | +732 | 0.04% |
| High Note Wealth, LLC | 937 | Jun 30, 26 | -940 | 0.03% |
| Ronald Blue Trust, Inc. | 755 | Jun 30, 26 | +12 | 0.03% |
| Bogart Wealth, LLC | 563 | Jun 30, 26 | -- | 0.02% |
| HM PAYSON & CO | 377 | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 86 | Jun 30, 26 | +86 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 60 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 25 | Jun 30, 26 | -- | 0.00% |
| Stratos Wealth Partners, LTD. | -- | Jun 30, 26 | -7.88K | -- |
| FMR LLC | -- | Jun 30, 26 | -9 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -2.60K | -- |
| HAZLETT, BURT & WATSON, INC. | -- | Jun 30, 26 | -681 | -- |
| THREADGILL FINANCIAL, LLC | -- | Jun 30, 26 | -9.62K | -- |
| Keeler THomas Management LLC | -- | Jun 30, 26 | -28.36K | -- |
| Cherry Tree Wealth Management, LLC | 326 | Mar 31, 26 | -- | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 8.86K | Sep 30, 24 | +7 | 0.30% |
| LifePro Asset Management | -- | Sep 30, 24 | -13.66K | -- |