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 5.21 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
798,667
shares
|
$25.6 Million
1.34% of portfolio
|
Q4 2024
Added 122.42%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
739,151
shares
|
$23.7 Million
0.0% of portfolio
|
Q4 2024
Added 42.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
508,102
shares
|
$16.3 Million
0.0% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
351,295
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
301,377
shares
|
$9.67 Million
0.0% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
213,984
shares
|
$6.87 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
151,525
shares
|
$4.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
111,575
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
107,374
shares
|
$3.45 Million
3.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
90,057
shares
|
$2.89 Million
0.08% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
79,683
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
73,424
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
69,916
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Added 37.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
69,292
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
60,800
shares
|
$1.95 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
51,894
shares
|
$1.67 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
50,660
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
49,266
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
49,239
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.22%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
47,923
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
39,809
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 62.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
39,124
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,332
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
35,883
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
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%
|