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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
17 top institutions tracked
Last 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
217 filers reported a long position in IBTJ for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| MORGAN STANLEY | $74.7M | 3.4M | +1.9% |
| BANK OF AMERICA CORP /DE/ | $59.8M | 2.8M | +12.4% |
| MERCER GLOBAL ADVISORS INC /ADV | $55.9M | 2.6M | +10.4% |
| WELLS FARGO & COMPANY/MN | $38.2M | 1.8M | -22.9% |
| Brookstone Capital Management | $36.8M | 1.7M | -2.7% |
| TRUE Private Wealth Advisors | $36.2M | 1.7M | -8.4% |
| Financial Advisory Corp | $34.6M | 1.6M | +1.7% |
| RAYMOND JAMES FINANCIAL INC | $31.1M | 1.4M | -8.7% |
| Asset Advisors Investment Management, LLC | $29M | 1.3M | +8.3% |
| ENVESTNET ASSET MANAGEMENT INC | $28M | 1.3M | +6% |
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