Who owns IBHK?
Institutional ownership of IBHK from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
23
13F holders
$30.1M
value, 2026 filers
1.2M
shares disclosed
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IBHK's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 665,633 | $17.2M | 0.9% | — | +37.1% |
| 2 | BlackRock, Inc.NEW | 168,374 | $4.3M | 0.0% | — | new |
| 3 | Integrated Wealth Concepts LLC | 80,270 | $2.1M | 0.0% | — | +48.7% |
| 4 | LPL Financial LLC | 75,368 | $1.9M | 0.0% | — | +28.9% |
| 5 | BANK OF AMERICA CORP /DE/ | 40,799 | $1.1M | 0.0% | — | +9.3% |
| 6 | MORGAN STANLEY | 21,260 | $547,870 | 0.0% | — | -4.8% |
| 7 | FOCUSED ALPHA, LLC | 17,780 | $458,203 | 0.1% | — | +1.8% |
| 8 | Lido Advisors, LLCNEW | 16,780 | $432,440 | 0.0% | — | new |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | 16,778 | $432,359 | 0.0% | — | +31.5% |
| 10 | CAPTRUST FINANCIAL ADVISORS | 12,030 | $310,013 | 0.0% | — | 0.0% |
| 11 | RAYMOND JAMES FINANCIAL INC | 11,810 | $304,344 | 0.0% | — | +25.5% |
| 12 | Ellis Investment Partners, LLC | 10,214 | $263,230 | 0.0% | — | +5.4% |
| 13 | Reliant Wealth Planning | 10,067 | $259,426 | 0.1% | — | 0.0% |
| 14 | ROYAL BANK OF CANADA | 5,307 | $136,000 | 0.0% | — | 0.0% |
| 15 | OSAIC HOLDINGS, INC. | 3,674 | $94,677 | 0.0% | — | +9.7% |
| 16 | WELLS FARGO & COMPANY/MN | 2,638 | $67,981 | 0.0% | — | 0.0% |
| 17 | BARRETT & COMPANY, INC. | 2,474 | $63,755 | 0.0% | — | 0.0% |
| 18 | IFP Advisors, Inc | 1,599 | $41,206 | 0.0% | — | 0.0% |
| 19 | MERCER GLOBAL ADVISORS INC /ADVNEW | 1,551 | $39,969 | 0.0% | — | new |
| 20 | NewEdge Advisors, LLCNEW | 777 | $20,023 | 0.0% | — | new |
| 21 | AE Wealth Management LLC | 737 | $18,992 | 0.0% | — | +72.2% |
| 22 | Bogart Wealth, LLC | 578 | $14,895 | 0.0% | — | 0.0% |
| 23 | HARBOUR INVESTMENTS, INC. | 62 | $1,598 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.