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 230 institutions that hold shares in the stock, with a total of 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
13,000
shares
|
$417,170
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,750
shares
|
$409,147
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
12,661
shares
|
$406,291
0.15% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
12,044
shares
|
$386,491
0.0% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
11,935
shares
|
$382,994
0.03% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
10,675
shares
|
$342,560
0.01% of portfolio
|
Q1 2025
Added 34.85%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
10,356
shares
|
$332,324
0.16% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
10,213
shares
|
$327,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,200
shares
|
$327,318
0.0% of portfolio
|
Q1 2023
Added 13.33%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
10,133
shares
|
$325,167
0.07% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
10,124
shares
|
$324,879
0.01% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
10,000
shares
|
$320,900
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
9,504
shares
|
$304,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,330
shares
|
$299,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,005
shares
|
$288,970
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,930
shares
|
$286,563
0.01% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
8,923
shares
|
$286,339
0.1% of portfolio
|
Q1 2025
Reduced 31.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,770
shares
|
$281,429
0.0% of portfolio
|
Q1 2025
Added 60.27%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
8,655
shares
|
$277,738
0.01% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
8,310
shares
|
$266,667
0.11% of portfolio
|
Q1 2024
Added 204.95%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,270
shares
|
$265,384
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,241
shares
|
$264,453
0.0% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
8,138
shares
|
$261,148
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
7,771
shares
|
$249,371
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,578
shares
|
$243,178
0.0% of portfolio
|
Q1 2025
Added 1053.42%
|