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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
   THEORY FINANCIAL LLC 32 - 2024-03-31 108,904 $3,741,000 -2,384
   Wealthcare Advisory Partners LLC 185 - 2024-03-31 80,725 $2,773,000 -1,361
   Goss Wealth Management LLC 984 - 2024-03-31 29,412 $1,010,000 -929
   CWM LLC 877 - 2024-03-31 27,202 $934,000 -547
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1023 - 2024-03-31 27,031 $929,000 -5,220
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1784 - 2024-03-31 26,711 $918,000 -35,787
   H&H Retirement Design & Management INC 44 - 2024-03-31 25,949 $827,000 -530
   WJ Wealth Management LLC 48 - 2024-03-31 19,646 $675,000 -4,570
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1411 - 2024-03-31 19,596 $673,000 -1,240
   CI Private Wealth LLC 1553 - 2024-03-31 16,794 $577,000 -154
   AE Wealth Management LLC 862 - 2024-03-31 12,023 $413,000 -12,509
   Lodestone Wealth Management LLC 111 - 2024-03-31 10,492 $360,000 -436
   Integrated Wealth Concepts LLC 1302 - 2024-03-31 8,740 $300,000 -321
   MARINER WEALTH ADVISORS, LLC 2424 - 2024-03-31 8,702 $299,000 -5,026
   BSC PRIVATE WEALTH MANAGEMENT LLC 141 - 2024-03-31 7,410 $255,000 -430
   Taylor Financial Group Inc. 81 - 2024-03-31 6,965 $239,000 -350
   WMG Financial Advisors LLC 126 - 2024-03-31 6,540 $225,000 -115
   CREATIVE FINANCIAL DESIGNS INC /ADV 393 - 2024-03-31 6,420 $221,000 -43
   Summit X LLC 198 - 2024-03-31 6,066 $208,000 -94
   Sunbelt Securities Inc. 538 - 2024-03-31 5,560 $191,000 -8,054
   HARBOUR INVESTMENTS INC. 928 - 2023-12-31 4,831 $167,000 -41
   BANK OF MONTREAL /CAN/ 2876 - 2024-03-31 2,711 $93,000 -16,348
   Geneos Wealth Management Inc. 1091 - 2024-03-31 1,338 $46,000 -1,261
   Mascoma Wealth Management LLC 283 - 2024-03-31 405 $14,000 -453
   WFA of San Diego LLC 271 - 2023-09-30 405 $12,000 -835
   Founders Capital Management 320 - 2024-03-31 100 $3,000 -278
   Spire Wealth Management 2055 - 2024-03-31 70 $2,000 -153
   HORIZON INVESTMENTS, LLC/SC 786 - 2024-03-31 9 $0 -7
  28 Records found
  1    
  Page 1 of 1
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