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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
   MORGAN STANLEY 2370 - 2023-12-31 773,888 $26,699,000 241,829
   BANK OF AMERICA CORP /DE/ 2074 - 2023-12-31 405,310 $13,983,000 19,723
   LPL FINANCIAL CORP 1241 - 2024-03-31 334,013 $11,473,000 21,889
   COMMONWEALTH EQUITY SERVICES LLC. 934 - 2024-03-31 214,825 $7,379,000 15,505
   AMERIPRISE FINANCIAL INC 1983 - 2023-12-31 212,631 $7,334,000 55,291
   WHARTON BUSINESS GROUP, LLC 46 - 2023-12-31 205,877 $7,103,000 -18,245
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 821 - 2024-03-31 194,206 $6,671,000 187,418
   JANE STREET GROUP LLC 1225 - 2023-12-31 193,301 $6,669,000 -42,427
   UBS Group AG 2212 - 2023-12-31 113,096 $3,902,000 -7,124
   THEORY FINANCIAL LLC 28 *New 2023-12-31 111,288 $3,839,000 111,288
   ROYAL BANK OF CANADA 2086 - 2023-12-31 109,725 $3,785,000 -72,537
   MML INVESTORS SERVICES LLC 741 - 2023-12-31 103,106 $3,557,000 19,007
   Advisor Group Holdings Inc. 1342 - 2024-03-31 94,772 $3,255,000 674
   CITADEL ADVISORS LLC 1942 *New 2023-12-31 90,593 $3,125,000 90,593
   Wealthcare Advisory Partners LLC 185 - 2024-03-31 80,725 $2,773,000 -1,361
   Gimbal Financial 11 - 2024-03-31 53,847 $1,850,000 24,826
   CITIGROUP INC 1833 - 2024-03-31 53,521 $1,838,000 19,291
   CREATIVE PLANNING 990 - 2023-12-31 47,380 $1,635,000 5,480
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1822 - 2024-03-31 42,459 $1,458,000 555
   CORA CAPITAL ADVISORS LLC 30 - 2024-03-31 33,357 $1,146,000 7,140
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 931 - 2023-12-31 32,251 $1,113,000 281
   Goss Wealth Management LLC 898 - 2023-12-31 30,341 $1,047,000 96
   RAYMOND JAMES & ASSOCIATES 2577 - 2024-03-31 28,918 $993,000 702
   ENVESTNET ASSET MANAGEMENT INC 2933 - 2023-12-31 28,375 $979,000 8,620
   WADDELL & ASSOCIATES LLC 49 - 2024-03-31 28,091 $965,000 0
   CWM LLC 877 - 2024-03-31 27,202 $934,000 -547
   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
   AE Wealth Management LLC 1223 - 2023-12-31 24,532 $811,000 10,168
   Phoenix Wealth Advisors 53 - 2024-03-31 23,486 $807,000 11,489
   FINANCIAL NETWORK 1539 - 2023-12-31 22,599 $780,000 -10,695
   SCOTIA CAPITAL INC. 509 *New 2023-12-31 21,825 $753,000 21,825
   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
   BANK OF MONTREAL /CAN/ 1855 - 2023-12-31 19,059 $666,000 16,460
   Resources Investment Advisors Inc. 675 *New 2024-03-31 17,516 $602,000 17,516
   J P MORGAN CHASE & CO 3638 - 2024-03-31 17,272 $593,000 1,527
   CI Private Wealth LLC 1553 - 2024-03-31 16,794 $577,000 -154
   Stratos Wealth Partners LTD. 841 *New 2024-03-31 16,188 $556,000 16,188
   PEAPACK GLADSTONE FINANCIAL CORP 471 - 2024-03-31 16,000 $550,000 0
   Atria Wealth Solutions Inc. 1164 - 2023-12-31 15,290 $528,000 15,290
   CASCADE INVESTMENT GROUP INC. 60 *New 2023-12-31 14,860 $513,000 14,860
   PFG Investments LLC 521 *New 2024-03-31 14,741 $506,000 14,741
   Consolidated Portfolio Review Corp 157 - 2024-03-31 14,741 $506,000 1,217
   Concurrent Investment Advisors LLC 560 - 2024-03-31 13,917 $478,000 824
   MARINER WEALTH ADVISORS, LLC 1961 - 2023-12-31 13,728 $474,000 3,068
   Kestra Advisory Services LLC 1568 - 2023-12-31 13,120 $453,000 484
   RDL FINANCIAL INC 86 - 2024-03-31 13,067 $432,000 0
   INSIGNEO ADVISORY SERVICES LLC 262 - 2023-12-31 12,522 $432,000 0
   Stonehage Fleming Financial Services Holdings Ltd 106 - 2023-12-31 12,500 $431,000 -375
   COMERICA BANK 1961 - 2023-12-31 11,623 $401,000 9,617
   TSFG LLC 110 - 2024-03-31 11,603 $399,000 8,456
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1350 - 2023-09-30 12,750 $389,000 4,250
   EAGLE WEALTH STRATEGIES LLC 54 - 2024-03-31 10,952 $376,000 400
   Brookstone Capital Management 689 - 2024-03-31 10,805 $371,000 2,190
   PVG ASSET MANAGEMENT CORP 13 *New 2023-12-31 10,661 $368,000 10,661
   Lodestone Wealth Management LLC 111 - 2024-03-31 10,492 $360,000 -436
   Glass Jacobson Investment Advisors llc 165 - 2024-03-31 10,178 $350,000 3,598
   CREDIT SUISSE/ 2698 - 2024-03-31 10,200 $350,000 0
   Atlas Private Wealth Advisors 79 *New 2024-03-31 9,970 $342,000 9,970
   PFG Advisors 490 - 2024-03-31 9,921 $341,000 2,746
   FTB Advisors Inc. 419 - 2024-03-31 9,318 $320,000 0
   Integrated Wealth Concepts LLC 1227 - 2023-12-31 9,061 $313,000 -912
   Baird Financial Group Inc. 1514 - 2023-12-31 8,672 $299,000 372
   West Wealth Group LLC 61 - 2024-03-31 8,506 $292,000 0
   Retirement Group LLC 92 - 2024-03-31 8,310 $285,000 5,585
   HIGHTOWER ADVISORS, LLC 2683 - 2024-03-31 8,124 $280,000 644
   STIFEL FINANCIAL CORP 2913 *New 2023-12-31 7,465 $258,000 7,465
   BSC PRIVATE WEALTH MANAGEMENT LLC 141 - 2024-03-31 7,410 $255,000 -430
   Taylor Financial Group Inc. 78 - 2023-12-31 7,315 $252,000 0
   KISTLERTIFFANY COMPANIES, LLC 307 - 2023-06-30 7,042 $233,000 0
   PNC FINANCIAL SERVICES GROUP INC 2060 - 2024-03-31 6,767 $232,000 1,923
   WMG Financial Advisors LLC 126 - 2024-03-31 6,540 $225,000 -115
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 303 - 2024-03-31 6,561 $225,000 184
   JAMES INVESTMENT RESEARCH INC 281 *New 2024-03-31 6,455 $222,000 6,455
   CREATIVE FINANCIAL DESIGNS INC /ADV 393 - 2024-03-31 6,420 $221,000 -43
   Gemmer Asset Management LLC 127 *New 2024-03-31 6,221 $214,000 6,221
   Farther Finance Advisors LLC 538 - 2023-12-31 6,155 $212,000 2,943
   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
   WELLS FARGO & CO/MN 4047 - 2024-03-31 4,777 $164,000 61
   FinTrust Capital Advisors LLC 321 *New 2024-03-31 4,445 $153,000 4,445
   BNP PARIBAS ARBITRAGE SA 2526 - 2024-03-31 4,438 $152,000 204
   PRINCIPAL SECURITIES INC. 1120 - 2024-03-31 4,312 $148,000 794
   US BANCORP 2295 - 2024-03-31 3,255 $112,000 1,471
   Glassman Wealth Services 88 - 2024-03-31 3,115 $107,000 2,224
   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
   Steward Partners Investment Advisory LLC 1797 - 2023-12-31 2,206 $76,000 101
   Global Retirement Partners LLC 1248 - 2024-03-31 1,980 $68,000 20
   Parallel Advisors LLC 1376 *New 2024-03-31 1,833 $63,000 1,833
   IFP Advisors Inc 1436 - 2023-12-31 1,756 $61,000 322
   FARMERS & MERCHANTS INVESTMENTS INC 390 *New 2024-03-31 1,637 $56,000 1,637
   NATIONAL BANK OF CANADA /FI/ 1562 - 2023-12-31 1,670 $56,000 450
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1549 - 2023-12-31 1,450 $50,000 0
   Geneos Wealth Management Inc. 1091 - 2024-03-31 1,338 $46,000 -1,261
   Northwest Financial Advisors 302 *New 2024-03-31 1,150 $40,000 1,150
   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
  100 Records found
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