IBMR(IBMR)
IBMR
$25.03—Stale · unknown old
USBATS • Last print unknown ago
$25.03—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 1.74M | Jun 30, 26 | +20.39K | 9.59% |
| BANK OF AMERICA CORP /DE/ | 1.71M | Jun 30, 26 | +169.03K | 9.41% |
| Clearstead Advisors, LLC | 1.01M | Jun 30, 26 | +27.00K | 5.55% |
| HighTower Advisors, LLC | 736.56K | Jun 30, 26 | +3.62K | 4.06% |
| LBMC INVESTMENT ADVISORS, LLC | 520.27K | Jun 30, 26 | +32.78K | 2.87% |
| WELLS FARGO & COMPANY/MN | 438.88K | Jun 30, 26 | +17.53K | 2.42% |
| US BANCORP \DE\ | 423.78K | Jun 30, 26 | +40.14K | 2.34% |
| Paradiem, LLC | 396.38K | Jun 30, 26 | -- | 2.18% |
| Kathmere Capital Management, LLC | 347.33K | Jun 30, 26 | +74.50K | 1.91% |
| Lido Advisors, LLC | 338.57K | Jun 30, 26 | -8.77K | 1.87% |
| Covington Investment Advisors Inc. | 319.61K | Jun 30, 26 | +34.20K | 1.76% |
| LPL Financial LLC | 281.08K | Jun 30, 26 | +33.85K | 1.55% |
| RAYMOND JAMES FINANCIAL INC | 266.22K | Jun 30, 26 | +10.82K | 1.47% |
| ENVESTNET ASSET MANAGEMENT INC | 262.75K | Jun 30, 26 | +85.76K | 1.45% |
| Praetorian Wealth Management, Inc. | 253.19K | Jun 30, 26 | +4.39K | 1.40% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 250.50K | Jun 30, 26 | +29.75K | 1.38% |
| UBS Group AG | 233.26K | Jun 30, 26 | +9.14K | 1.29% |
| MORGAN STANLEY | 197.33K | Jun 30, 26 | +14.71K | 1.09% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 185.67K | Jun 30, 26 | +17.62K | 1.02% |
| Cyndeo Wealth Partners, LLC | 175.87K | Jun 30, 26 | +15.05K | 0.97% |
| STIFEL FINANCIAL CORP | 171.14K | Jun 30, 26 | -1.10K | 0.94% |
| Kesler, Norman & Wride, LLC | 165.93K | Jun 30, 26 | +165.93K | 0.91% |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 142.62K | Jun 30, 26 | +142.62K | 0.79% |
| Odyssey Group, LLC | 141.31K | Jun 30, 26 | +141.31K | 0.78% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 135.52K | Jun 30, 26 | +1.21K | 0.75% |
| HOWLAND CAPITAL MANAGEMENT LLC | 134.93K | Jun 30, 26 | -35.04K | 0.74% |
| ASSETMARK, INC | 133.27K | Jun 30, 26 | +44.05K | 0.73% |
| CENTRAL TRUST Co | 131.69K | Jun 30, 26 | -8.11K | 0.73% |
| Cypress Point Wealth Management, LLC | 119.72K | Jun 30, 26 | +119.72K | 0.66% |
| Integrated Wealth Concepts LLC | 115.24K | Jun 30, 26 | +109 | 0.64% |
| ROYAL BANK OF CANADA | 113.28K | Jun 30, 26 | +949 | 0.62% |
| Parkway Wealth Management Group, LLC | 100.69K | Jun 30, 26 | +2.67K | 0.56% |
| Summit Financial, LLC | 99.61K | Jun 30, 26 | -23.12K | 0.55% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 95.51K | Jun 30, 26 | +7.28K | 0.53% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 92.95K | Jun 30, 26 | +4.00K | 0.51% |
| COMMONWEALTH EQUITY SERVICES, LLC | 88.29K | Jun 30, 26 | -2.08K | 0.49% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 87.48K | Jun 30, 26 | +771 | 0.48% |
| Kestra Advisory Services, LLC | 84.96K | Jun 30, 26 | +4.55K | 0.47% |
| Cetera Investment Advisers | 82.84K | Jun 30, 26 | +189 | 0.46% |
| Valmark Advisers, Inc. | 82.75K | Jun 30, 26 | +11.35K | 0.46% |
| WOODMONT INVESTMENT COUNSEL LLC | 81.26K | Jun 30, 26 | -18.94K | 0.45% |
| BENJAMIN EDWARDS INC | 78.60K | Jun 30, 26 | +2.00K | 0.43% |
| Sound View Wealth Advisors Group, LLC | 77.65K | Jun 30, 26 | +381 | 0.43% |
| MML INVESTORS SERVICES, LLC | 75.86K | Jun 30, 26 | +75.86K | 0.42% |
| SPINNAKER TRUST | 74.50K | Jun 30, 26 | +13.28K | 0.41% |
| Atlantic Union Bankshares Corp | 73.07K | Jun 30, 26 | +3.94K | 0.40% |
| Ellis Investment Partners, LLC | 72.52K | Jun 30, 26 | +20 | 0.40% |
| Hills Bank & Trust Co | 72.12K | Jun 30, 26 | +17.67K | 0.40% |
| Granite Harbor Advisors, Inc. | 70.08K | Jun 30, 26 | +9.04K | 0.39% |
| RIA Advisory Group LLC | 68.63K | Jun 30, 26 | +15.93K | 0.38% |
| Curbstone Financial Management Corp | 66.17K | Jun 30, 26 | -- | 0.36% |
| NewEdge Advisors, LLC | 63.98K | Jun 30, 26 | -5.70K | 0.35% |
| TRUE Private Wealth Advisors | 63.57K | Jun 30, 26 | +23.24K | 0.35% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 62.89K | Jun 30, 26 | -293 | 0.35% |
| Brookstone Capital Management | 58.09K | Jun 30, 26 | +20.00K | 0.32% |
| SENTINEL PENSION ADVISORS INC | 51.49K | Jun 30, 26 | +429 | 0.28% |
| Godshalk Welsh Capital Management, Inc. | 48.50K | Jun 30, 26 | +2.50K | 0.27% |
| Rossmore Private Capital | 47.41K | Jun 30, 26 | +371 | 0.26% |
| Catalytic Wealth RIA, LLC | 46.79K | Jun 30, 26 | +934 | 0.26% |
| Elequin Securities, LLC | 46.22K | Jun 30, 26 | +46.22K | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 44.81K | Jun 30, 26 | +3.29K | 0.25% |
| Envision Financial Planning, LLC | 44.35K | Jun 30, 26 | -178 | 0.24% |
| MEMBERS WEALTH LLC | 44.17K | Jun 30, 26 | +19.09K | 0.24% |
| Beacon Pointe Advisors, LLC | 43.16K | Jun 30, 26 | +428 | 0.24% |
| FF Advisors,LLC | 42.64K | Jun 30, 26 | -5.65K | 0.24% |
| Capital Investment Advisors, LLC | 41.89K | Jun 30, 26 | -176 | 0.23% |
| Jacobi Capital Management LLC | 37.13K | Jun 30, 26 | +37.13K | 0.20% |
| 10Elms LLP | 34.60K | Jun 30, 26 | +8.60K | 0.19% |
| JAMES INVESTMENT RESEARCH INC | 33.37K | Jun 30, 26 | -- | 0.18% |
| ROOF EIDAM & MAYCOCK/ADV | 33.10K | Jun 30, 26 | -- | 0.18% |
| IFP Advisors, Inc | 33.10K | Jun 30, 26 | +6.22K | 0.18% |
| Rockefeller Capital Management L.P. | 32.72K | Jun 30, 26 | -5.61K | 0.18% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 31.79K | Jun 30, 26 | -- | 0.18% |
| Snowden Capital Advisors LLC | 31.00K | Jun 30, 26 | -- | 0.17% |
| Helen Stephens Group, LLC | 29.76K | Jun 30, 26 | -13.48K | 0.16% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 28.91K | Jun 30, 26 | +3.86K | 0.16% |
| Parallel Advisors, LLC | 28.23K | Jun 30, 26 | +792 | 0.16% |
| Cambridge Investment Research Advisors, Inc. | 27.85K | Jun 30, 26 | +1.88K | 0.15% |
| CITADEL ADVISORS LLC | 26.53K | Jun 30, 26 | +26.53K | 0.15% |
| Creative Planning | 26.38K | Jun 30, 26 | -6.24K | 0.15% |
| Financial Advisory Corp | 26.07K | Jun 30, 26 | -4.39K | 0.14% |
| Resources Investment Advisors, LLC. | 25.81K | Jun 30, 26 | -1.85K | 0.14% |
| OneAscent Financial Services LLC | 23.30K | Jun 30, 26 | +23.30K | 0.13% |
| SMITH, MOORE & CO. | 23.25K | Jun 30, 26 | +2.20K | 0.13% |
| CFS Investment Advisory Services, LLC | 23.13K | Jun 30, 26 | -4.10K | 0.13% |
| Modern Wealth Management, LLC | 22.60K | Jun 30, 26 | +22.60K | 0.12% |
| Strid Group, LLC | 21.50K | Jun 30, 26 | -- | 0.12% |
| Newman Dignan & Sheerar, Inc. | 20.34K | Jun 30, 26 | -- | 0.11% |
| Paradigm, Strategies in Wealth Management, LLC | 20.17K | Jun 30, 26 | +2.17K | 0.11% |
| SONATA CAPITAL GROUP INC | 19.67K | Jun 30, 26 | -- | 0.11% |
| Sovereign Financial Group, Inc. | 19.65K | Jun 30, 26 | -- | 0.11% |
| Atwater Malick LLC | 19.27K | Jun 30, 26 | +1.78K | 0.11% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 19.10K | Jun 30, 26 | +19.10K | 0.11% |
| Glenview Trust Co | 19.02K | Jun 30, 26 | +3.50K | 0.10% |
| Crews Bank & Trust | 18.13K | Jun 30, 26 | -- | 0.10% |
| Carnegie Capital Asset Management, LLC | 16.00K | Jun 30, 26 | +16.00K | 0.09% |
| PSI Advisors, LLC | 13.80K | Jun 30, 26 | -10.00K | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 13.58K | Jun 30, 26 | +13.58K | 0.07% |
| Financial Engines Advisors L.L.C. | 13.49K | Jun 30, 26 | -222 | 0.07% |
| Klingman & Associates, LLC | 13.49K | Jun 30, 26 | -1.57K | 0.07% |
| Wick Capital Partners, LLC | 13.43K | Jun 30, 26 | +13.43K | 0.07% |
| REGIONS FINANCIAL CORP | 13.28K | Jun 30, 26 | +13.28K | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 12.76K | Jun 30, 26 | +7.24K | 0.07% |
| EP Wealth Advisors, LLC | 12.03K | Jun 30, 26 | +2.01K | 0.07% |
| Trust Co | 11.86K | Jun 30, 26 | -- | 0.07% |
| Freestone Capital Holdings, LLC | 11.70K | Jun 30, 26 | -- | 0.06% |
| PARK AVENUE SECURITIES LLC | 11.52K | Jun 30, 26 | -- | 0.06% |
| Heritage Family Offices, LLP | 11.12K | Jun 30, 26 | +11.12K | 0.06% |
| Pacific Excel Wealth Advisors, Inc. | 11.12K | Jun 30, 26 | +11.12K | 0.06% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 10.94K | Jun 30, 26 | -- | 0.06% |
| Penobscot Investment Management Company, Inc. | 10.55K | Jun 30, 26 | -- | 0.06% |
| Archford Capital Strategies, LLC | 10.41K | Jun 30, 26 | -2.97K | 0.06% |
| PGIM Custom Harvest LLC | 9.86K | Jun 30, 26 | -13.71K | 0.05% |
| Daviman Financial, LLC | 9.74K | Jun 30, 26 | -315 | 0.05% |
| Segment Wealth Management, LLC | 9.72K | Jun 30, 26 | -- | 0.05% |
| Foundry Financial Group, Inc. | 9.39K | Jun 30, 26 | +9.39K | 0.05% |
| Cornell Pochily Investment Advisors, Inc. | 9.12K | Jun 30, 26 | -155 | 0.05% |
| WealthBridge Capital Management, LLC | 8.77K | Jun 30, 26 | +561 | 0.05% |
| FIRST NATIONAL TRUST CO | 8.76K | Jun 30, 26 | +8.76K | 0.05% |
| CARY STREET PARTNERS FINANCIAL LLC | 8.69K | Jun 30, 26 | -- | 0.05% |
| HORAN Wealth, LLC | 8.55K | Jun 30, 26 | +36 | 0.05% |
| Dynamic Advisor Solutions LLC | 8.33K | Jun 30, 26 | +8.33K | 0.05% |
| Prime Capital Investment Advisors, LLC | 8.02K | Jun 30, 26 | -11.81K | 0.04% |
| TPG Advisors LLC | 8.01K | Jun 30, 26 | +8.01K | 0.04% |
| Avantax Planning Partners, Inc. | 7.98K | Jun 30, 26 | -- | 0.04% |
| Quantinno Capital Management LP | 7.92K | Jun 30, 26 | -3.70K | 0.04% |
| Princeton Global Asset Management LLC | 5.14K | Jun 30, 26 | +3.94K | 0.03% |
| FMR LLC | 4.24K | Jun 30, 26 | +4.11K | 0.02% |
| IFG Advisory, LLC | 4.02K | Jun 30, 26 | +4.02K | 0.02% |
| Addison Advisors LLC | 3.40K | Jun 30, 26 | +2.39K | 0.02% |
| MidFirst Bank | 3.10K | Jun 30, 26 | +2.10K | 0.02% |
| Steward Partners Investment Advisory, LLC | 3.05K | Jun 30, 26 | -- | 0.02% |
| HARBOUR INVESTMENTS, INC. | 2.67K | Jun 30, 26 | +17 | 0.01% |
| Global Retirement Partners, LLC | 2.50K | Jun 30, 26 | +2.50K | 0.01% |
| Glen Eagle Advisors, LLC | 2.25K | Jun 30, 26 | -- | 0.01% |
| American Capital Advisory, LLC | 2.22K | Jun 30, 26 | -- | 0.01% |
| Bullock Wealth Management Group | 2.02K | Jun 30, 26 | +2.02K | 0.01% |
| BARRETT & COMPANY, INC. | 1.81K | Jun 30, 26 | -- | 0.01% |
| Archer Investment Corp | 1.12K | Jun 30, 26 | +1.12K | 0.01% |
| Noble Wealth Management PBC | 1.10K | Jun 30, 26 | -900 | 0.01% |
| Community Financial Services Group, LLC | 986 | Jun 30, 26 | +986 | 0.01% |
| AlphaCore Capital LLC | 870 | Jun 30, 26 | +870 | 0.00% |
| Hughes Financial Services, LLC | 720 | Jun 30, 26 | +720 | 0.00% |
| BlackRock, Inc. | 151 | Jun 30, 26 | -- | 0.00% |
| Mariner, LLC | -- | Jun 30, 26 | -32.20K | -- |
| WJ Wealth Management, LLC | -- | Jun 30, 26 | -11.00K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -75.77K | -- |
| Matthew Goff Investment Advisor, LLC | -- | Jun 30, 26 | -124.35K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -23.19K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -12.53K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -132 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -829 | -- |
| Wolfstich Capital, LLC | -- | Jun 30, 26 | -12.02K | -- |
| MOULTON WEALTH MANAGEMENT, INC | -- | Jun 30, 26 | -95.47K | -- |
| CWM, LLC | 31.04K | Mar 31, 26 | +7.79K | 0.17% |
| Signature Wealth Management Group | 27.48K | Mar 31, 26 | -4.28K | 0.15% |
| Leo Wealth, LLC | 17.07K | Mar 31, 26 | +1.54K | 0.09% |
| Stephens Consulting, LLC | 316 | Dec 31, 25 | -- | 0.00% |
| Vishria Bird Financial Group, LLC | 382.90K | Sep 30, 25 | +366.81K | 2.11% |
| Exchange Capital Management, Inc. | 15.63K | Jun 30, 25 | -1.24K | 0.09% |
| Sandy Spring Bank | 57.23K | Mar 31, 25 | +8.92K | 0.32% |
| Buffington Mohr McNeal | 10.02K | Mar 31, 25 | -- | 0.06% |
| Kades & Cheifetz LLC | 15.36K | Dec 31, 24 | +15.36K | 0.08% |
| Gateway Advisory, LLC | 240.36K | Sep 30, 24 | +1.78K | 1.32% |
| Raymond James Financial Services Advisors, Inc. | 136.40K | Sep 30, 24 | +25.76K | 0.75% |
| RAYMOND JAMES & ASSOCIATES | 50.40K | Sep 30, 24 | +5.38K | 0.28% |
| FinTrust Capital Advisors, LLC | 4.00K | Sep 30, 24 | +4.00K | 0.02% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.00K | Jun 30, 24 | -3.06K | 0.01% |
| BlackRock Inc. | 62 | Jun 30, 24 | -- | 0.00% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 723.20K | Mar 31, 24 | +53.47K | 3.99% |
| Cetera Advisors LLC | 20.00K | Mar 31, 24 | +20.00K | 0.11% |
| Cetera Advisor Networks LLC | 8.40K | Mar 31, 24 | +8.40K | 0.05% |