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 181 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Advocates LLC
Logan, UT |
Jul 11, 2024 Q2 2024 |
15,337
shares
|
$492,164
0.2% of portfolio
|
Q2 2024
New holding
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
14,204
shares
|
$455,806
0.11% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
13,700
shares
|
$439,633
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
13,528
shares
|
$434,113
0.0% of portfolio
|
Q2 2024
Added 12.52%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
13,214
shares
|
$424,037
0.04% of portfolio
|
Q2 2024
Reduced 15.68%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
13,039
shares
|
$418,421
0.0% of portfolio
|
Q2 2024
Added 7.45%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 17, 2024 Q2 2024 |
12,822
shares
|
$411,457
0.11% of portfolio
|
Q2 2024
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%
|
|
Wolf Group Capital Advisors
|
Jul 30, 2024 Q2 2024 |
12,653
shares
|
$406,034
0.17% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
11,454
shares
|
$367,558
0.03% of portfolio
|
Q2 2024
Added 15.45%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
11,281
shares
|
$362,007
0.0% of portfolio
|
Q2 2024
Added 29.64%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
11,258
shares
|
$361,269
0.14% of portfolio
|
Q2 2024
Added 10.61%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
11,207
shares
|
$359,632
0.03% of portfolio
|
Q2 2024
Added 2.86%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
11,140
shares
|
$357,482
0.0% of portfolio
|
Q2 2024
Added 14.96%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
11,092
shares
|
$355,942
0.0% of portfolio
|
Q2 2024
New holding
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 18, 2024 Q2 2024 |
11,091
shares
|
$355,910
0.3% of portfolio
|
Q2 2024
Added 1.27%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
11,055
shares
|
$354,754
0.01% of portfolio
|
Q2 2024
Reduced 20.56%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jul 16, 2024 Q2 2024 |
10,294
shares
|
$330,334
0.18% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,200
shares
|
$327,318
0.0% of portfolio
|
Q1 2023
Added 13.33%
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Aug 05, 2024 Q2 2024 |
10,000
shares
|
$320,900
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
9,838
shares
|
$315,701
0.02% of portfolio
|
Q2 2024
Added 27.27%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
9,448
shares
|
$303,186
0.0% of portfolio
|
Q2 2024
Added 8.1%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
9,318
shares
|
$299,014
0.01% of portfolio
|
Q4 2023
Added 217.48%
|
|
West Wealth Group, LLC
|
Aug 01, 2024 Q2 2024 |
8,506
shares
|
$272,957
0.1% of portfolio
|
Q4 2023
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
8,332
shares
|
$267,373
0.0% of portfolio
|
Q2 2024
Added 2.56%
|