目前共有 11 家機構持有 IBHL，以下依持股市值由高至低排序。
| 主要持有機構 | 總市值 | 平均佔比 |
|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | US$356.9萬 | 0.22% |
| Straight Path Wealth Management | US$121.0萬 | 0.32% |
| MCF Advisors LLC | US$52.9萬 | 0.02% |
| JANE STREET GROUP, LLC | US$50.0萬 | 0.00% |
| First Western Trust Bank | US$48.8萬 | 0.02% |
| MORGAN STANLEY | US$28.4萬 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | US$9.8萬 | 0.00% |
| CNB Bank | US$6.2萬 | 0.03% |
| WELLS FARGO & COMPANY/MN | US$1.7萬 | 0.00% |
| Bogart Wealth, LLC | US$1.5萬 | 0.00% |
| AE Wealth Management LLC | US$1.1萬 | 0.00% |