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 |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
100
shares
|
$3,209
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
99
shares
|
$3,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
95
shares
|
$3,048
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
91
shares
|
$2,920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
68
shares
|
$2,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
60
shares
|
$1,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
58
shares
|
$1,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
55
shares
|
$1,764
0.0% of portfolio
|
Q1 2025
Reduced 60.71%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
50
shares
|
$1,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
47
shares
|
$1,508
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
41
shares
|
$1,315
0.0% of portfolio
|
Q1 2023
Reduced 96.34%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
40
shares
|
$1,283
0.0% of portfolio
|
Q4 2022
Reduced 70.59%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
28
shares
|
$898
0.0% of portfolio
|
Q2 2024
Reduced 51.72%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
28
shares
|
$898
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
25
shares
|
$802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
23
shares
|
$738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
18
shares
|
$577
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
12
shares
|
$385
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
11
shares
|
$352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
11
shares
|
$352
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
10
shares
|
$320
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
7
shares
|
$224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
6
shares
|
$192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5
shares
|
$160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q1 2025
New holding
|