Security record
IBHK
name pending profile ingest
10Tracked holders
0Δ holders
358.04KShares held
$9.23MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 168.37K | New | $4.34M | 0.0% | New | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 75.37K | +28.9% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 40.80K | +9.3% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 21.26K | -4.8% | $547,870 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Lido Advisors, LLC | 16.78K | New | $432,440 | 0.0% | New | 1 | SEC ↗ |
| 6 | Captrust Financial Advisors | 12.03K | 0.0% | $310,013 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 11.81K | +25.5% | $304,344 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 5.31K | 0.0% | $136,000 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 3.67K | +9.7% | $94,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.64K | 0.0% | $67,981 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $4.34M | 0.0% |
| Lido Advisors, LLC | $432,440 | 0.0% |
Exited
| Jane Street Group, Llc | $731,280 | was 0.0% |
| UBS Group AG | $2,621 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 968.80K shares, $24.65M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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