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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
353
shares
|
$11,327
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
337
shares
|
$10,814
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
333
shares
|
$10,685
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
314
shares
|
$10,076
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
297
shares
|
$9,530
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
290
shares
|
$9,306
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
260
shares
|
$8,343
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
210
shares
|
$6,738
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
205
shares
|
$6,578
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
170
shares
|
$5,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
165
shares
|
$5,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
163
shares
|
$5,230
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
162
shares
|
$5,198
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
160
shares
|
$5,134
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
156
shares
|
$5,006
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
150
shares
|
$4,813
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
147
shares
|
$4,717
0.0% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
143
shares
|
$4,588
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
140
shares
|
$4,492
0.0% of portfolio
|
Q3 2024
Reduced 25.53%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
127
shares
|
$4,075
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
126
shares
|
$4,043
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$3,209
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$3,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
100
shares
|
$3,209
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$3,209
0.0% of portfolio
|
Q4 2024
New holding
|