Institutional Ownership Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
34,616
shares
|
$1.11 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
31,101
shares
|
$998,031
0.02% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
30,934
shares
|
$992,672
0.59% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
30,710
shares
|
$985,483
0.1% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
30,230
shares
|
$970,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
29,946
shares
|
$960,967
0.0% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
29,477
shares
|
$945,916
0.78% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
27,885
shares
|
$894,829
0.35% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
27,517
shares
|
$883,020
0.21% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
26,968
shares
|
$865,403
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
25,971
shares
|
$833,409
0.0% of portfolio
|
Q4 2024
Added 13.96%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
23,569
shares
|
$756,329
0.0% of portfolio
|
Q4 2024
Added 238.49%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
23,378
shares
|
$750,200
0.33% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
22,938
shares
|
$736,080
0.0% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
21,889
shares
|
$702,418
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,621
shares
|
$661,727
0.0% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
19,940
shares
|
$639,874
0.09% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,451
shares
|
$624,182
0.0% of portfolio
|
Q4 2024
Reduced 85.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,573
shares
|
$563,917
0.01% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
17,571
shares
|
$563,853
0.0% of portfolio
|
Q4 2024
Reduced 31.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
17,488
shares
|
$561,189
0.0% of portfolio
|
Q4 2024
Reduced 19.92%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
17,131
shares
|
$549,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
17,000
shares
|
$545,530
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,979
shares
|
$544,856
0.0% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,257
shares
|
$521,687
0.01% of portfolio
|
Q4 2024
Reduced 1.78%
|