Stock
IBTE
| Ownership Count: | 414 |
| Ownership Count: | 414 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 0.25% |
Reduced 85.32%
|
3,502,931 | $84,070,000.0 |
| MORGAN STANLEY | 0.01% |
No Change
|
3,483,423 | $83,602,000.0 |
| HM PAYSON & CO | 1.51% |
Reduced 5.06%
|
3,423,094 | $82,154,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
No Change
|
3,171,808 | $76,123,000.0 |
| Hills Bank & Trust Co | 3.74% |
No Change
|
1,944,728 | $46,673,000.0 |
| LPL Financial LLC | 0.02% |
No Change
|
1,892,554 | $45,421,000.0 |
| Freestone Capital Holdings, LLC | 1.72% |
No Change
|
1,788,381 | $42,563,000.0 |
| NewEdge Advisors, LLC | 0.25% |
Added 2.32%
|
1,565,798 | $37,579,000.0 |
| GWM Advisors LLC | 0.25% |
Added 2.32%
|
1,565,798 | $37,579,000.0 |
| RENAISSANCE TECHNOLOGIES LLC | 0.06% |
Reduced 0.20%
|
1,551,571 | $37,237,000.0 |
| InterOcean Capital Group, LLC | 0.88% |
Reduced 1.25%
|
1,488,794 | $35,641,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
No Change
|
1,434,129 | $34,419,000.0 |
| UBS Group AG | 0.01% |
Reduced 32.56%
|
1,311,158 | $31,467,000.0 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0.66% |
Reduced 6.18%
|
1,198,830 | $28,771,000.0 |
| Capital Investment Advisors, LLC | 0.55% |
No Change
|
1,099,857 | $26,396,000.0 |