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Who holds IBMO

ISHARES TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
10Elms LLP24.6K$630.6M0.3%
BANK OF AMERICA CORP /DE/2.1M$52.7M0.0%
MERCER GLOBAL ADVISORS INC /ADV1.7M$43.5M0.1%
Rossmore Private Capital1.4M$37.0M3.0%
NewEdge Advisors, LLC732.0K$18.8M0.1%
US BANCORP \DE\652.8K$16.7M0.0%
Lido Advisors, LLC555.8K$14.2M0.0%
Kathmere Capital Management, LLC553.9K$14.2M0.8%
LBMC INVESTMENT ADVISORS, LLC520.3K$13.3M0.7%
WELLS FARGO & COMPANY/MN461.4K$11.8M0.0%
LPL Financial LLC386.9K$9.9M0.0%
Hills Bank & Trust Co378.1K$9.7M0.4%
MORGAN STANLEY367.3K$9.4M0.0%
Integrated Wealth Concepts LLC331.4K$8.5M0.1%
Covington Investment Advisors Inc.324.4K$8.3M1.1%
UBS Group AG312.1K$8.0M0.0%
Paradiem, LLC294.1K$7.5M1.6%
LEAVELL INVESTMENT MANAGEMENT, INC.273.8K$7.0M0.3%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC269.7K$6.9M0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO244.4K$6.3M0.0%
CENTRAL TRUST Co215.6K$5.5M0.1%
Sound View Wealth Advisors Group, LLC214.7K$5.5M0.3%
Cyndeo Wealth Partners, LLC201.2K$5.2M0.2%
Praetorian Wealth Management, Inc.198.1K$5.1M0.9%
ENVESTNET ASSET MANAGEMENT INC192.5K$4.9M0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC182.1K$4.7M0.0%
RAYMOND JAMES FINANCIAL INC175.5K$4.5M0.0%
HOWLAND CAPITAL MANAGEMENT LLC174.7K$4.5M0.2%
COMMONWEALTH EQUITY SERVICES, LLC149.1K$3.8M0.0%
Beacon Pointe Advisors, LLC135.0K$3.5M0.0%
COLDSTREAM CAPITAL MANAGEMENT INC127.2K$3.3M0.0%
NorthCoast Asset Management LLC106.2K$2.7M0.1%
Sanctuary Advisors, LLC105.5K$2.7M0.0%
Quantum Financial Advisors, LLC103.7K$2.7M0.3%
Parkway Wealth Management Group, LLC98.4K$2.5M0.3%
SONATA CAPITAL GROUP INC95.7K$2.5M0.8%
Cetera Investment Advisers95.2K$2.4M0.0%
Valmark Advisers, Inc.91.9K$2.4M0.0%
Atwater Malick LLC90.2K$2.3M0.5%
STIFEL FINANCIAL CORP76.9K$2.0M0.0%
IHT Wealth Management, LLC76.4K$2.0M0.0%
RIA Advisory Group LLC75.2K$1.9M0.4%
BLUE SQUARE ASSET MANAGEMENT, LLC74.0K$1.9M0.8%
New England Private Wealth Advisors LLC73.4K$1.9M0.2%
Kastel Capital Advisors, LLC71.5K$1.8M1.2%
Granite Harbor Advisors, Inc.67.3K$1.7M0.7%
Scissortail Wealth Management, LLC65.0K$1.7M0.3%
REGIONS FINANCIAL CORP62.7K$1.6M0.0%
AMERIPRISE FINANCIAL INC61.7K$1.6M0.0%
ROYAL BANK OF CANADA59.9K$1.5M0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC59.9K$1.5M0.0%
Brookstone Capital Management58.2K$1.5M0.0%
PHILLIPS FINANCIAL MANAGEMENT, LLC57.2K$1.5M0.1%
Clearstead Advisors, LLC56.8K$1.5M0.0%
Capital Investment Advisors, LLC56.6K$1.5M0.0%
Glenview Trust Co54.5K$1.4M0.0%
Financial Engines Advisors L.L.C.54.4K$1.4M0.0%
OSAIC HOLDINGS, INC.54.1K$1.4M0.0%
Lantz Financial LLC52.7K$1.4M0.2%
Evergreen Private Wealth LLC52.1K$1.3M0.5%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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