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Get Institutions for : 
Ishares Robotics And Artificial Intelligence Multisector Etf (IRBO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    13
Total shares held : 
4,008,640  
% of shares held : 
64.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  50  
Amount of shares held : 
604,115  
% of shares held change : 
  9.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 318,640
 7.95%
 
Increased Positions :
59
 566,545
 14.13%
 
Unchanged Positions :
40
 81,901
 2.04%
 
Decreased Positions :
22
-258,451
-6.45%
 
Closed Positions :
8
-22,619
-0.56%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WADDELL & ASSOCIATES LLC 49 - 2024-03-31 28,091 $965,000 0
   PEAPACK GLADSTONE FINANCIAL CORP 471 - 2024-03-31 16,000 $550,000 0
   RDL FINANCIAL INC 86 - 2024-03-31 13,067 $432,000 0
   CREDIT SUISSE/ 2698 - 2024-03-31 10,200 $350,000 0
   FTB Advisors Inc. 419 - 2024-03-31 9,318 $320,000 0
   West Wealth Group LLC 61 - 2024-03-31 8,506 $292,000 0
   KISTLERTIFFANY COMPANIES, LLC 307 - 2023-06-30 7,042 $233,000 0
   Concord Wealth Partners 287 - 2024-03-31 2,419 $83,000 0
   GPS Wealth Strategies Group LLC 428 - 2024-03-31 2,251 $77,000 0
   HAZLETT BURT & WATSON INC. 377 - 2024-03-31 1,030 $35,000 0
   Center for Financial Planning Inc. 280 - 2024-03-31 1,029 $35,000 0
   Salomon & Ludwin LLC 402 - 2024-03-31 981 $34,000 0
   Capital Investment Advisory Services LLC 714 - 2024-03-31 867 $30,000 0
   AYRSHIRE ASSOCIATES INC 411 - 2024-03-31 700 $24,000 0
   M&R CAPITAL MANAGEMENT INC 313 - 2024-03-31 498 $17,000 0
   Banque Cantonale Vaudoise 902 - 2024-03-31 470 $16,000 0
   Cranbrook Wealth Management LLC 208 - 2024-03-31 457 $16,000 0
   WEST PACES ADVISORS INC. 336 - 2024-03-31 400 $14,000 0
   SIGNATUREFD, LLC 2207 - 2024-03-31 375 $13,000 0
   NBC SECURITIES INC. 1632 - 2024-03-31 310 $11,000 0
   ST GERMAIN D J CO INC 555 - 2024-03-31 290 $10,000 0
   Princeton Global Asset Management LLC 437 - 2024-03-31 269 $9,000 0
   Pacific Center for Financial Services 309 - 2024-03-31 259 $9,000 0
   TOTH FINANCIAL ADVISORY CORP 480 - 2024-03-31 210 $7,000 0
   JDM Financial Group LLC 173 - 2024-03-31 162 $6,000 0
   HM PAYSON & CO 853 - 2023-12-31 170 $6,000 0
   BARRETT & COMPANY INC. 475 - 2024-03-31 150 $5,000 0
   TRUST CO OF VERMONT 746 - 2024-03-31 160 $5,000 0
   Global Wealth Strategies & Associates 229 - 2024-03-31 156 $5,000 0
   SOA Wealth Advisors LLC. 620 - 2024-03-31 147 $5,000 0
   Key Financial Inc 998 - 2024-03-31 126 $4,000 0
   Dunhill Financial LLC 372 - 2024-03-31 127 $4,000 0
   HOWE & RUSLING INC 368 - 2024-03-31 100 $3,000 0
   Naples Money Management LLC 298 - 2024-03-31 100 $3,000 0
   Stone House Investment Management LLC 316 - 2024-03-31 82 $3,000 0
   Vermillion & White Wealth Management Group LLC 274 - 2024-03-31 83 $3,000 0
   ALPHAMARK ADVISORS LLC 651 - 2024-03-31 58 $2,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 298 - 2024-03-31 60 $2,000 0
   AdvisorNet Financial Inc 1577 - 2024-03-31 71 $2,000 0
   Aptus Capital Advisors LLC 1115 - 2024-03-31 50 $2,000 0
   Core Wealth Advisors Inc. 242 - 2024-03-31 54 $2,000 0
   Coastal Capital Group Inc. 558 - 2023-06-30 41 $1,000 0
   Beacon Capital Management LLC 950 - 2024-03-31 40 $1,000 0
   PROEQUITIES INC. 7816 - 2024-03-31 0 $0 0

  44 Records found
  1    
  Page 1 of 1
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