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 185 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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 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
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
163
shares
|
$5,230
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 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 |
Nov 15, 2024 Q3 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
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
100
shares
|
$3,209
0.0% of portfolio
|
Q4 2023
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
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$3,209
0.0% of portfolio
|
Q3 2024
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
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
83
shares
|
$2,663
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
50
shares
|
$1,604
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
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
|
Jan 30, 2025 Q4 2024 |
40
shares
|
$1,283
0.0% of portfolio
|
Q4 2022
Reduced 70.59%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
28
shares
|
$898
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
28
shares
|
$898
0.0% of portfolio
|
Q2 2024
Reduced 51.72%
|