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Ishares Robotics And Artificial Intelligence Multisector Etf (IRBO) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
|
142 13 |
|
Total
shares held :
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4,008,640 |
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% of shares
held :
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64.66% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
50 |
|
Amount
of shares held :
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604,115 |
|
% of shares
held change :
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9.74% |
|
Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
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 |
1199 |
- |
2023-12-31 |
312,124 |
$10,768,000 |
45,248 |
|
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 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
906 |
- |
2023-12-31 |
199,320 |
$6,877,000 |
9,822 |
|
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. |
1491 |
- |
2023-12-31 |
94,098 |
$3,246,000 |
-30,629 |
|
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 |
|
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 |
|
CITIGROUP INC |
1954 |
- |
2023-12-31 |
34,230 |
$1,181,000 |
6,444 |
|
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 |
|
Gimbal Financial |
13 |
- |
2023-12-31 |
29,021 |
$1,001,000 |
0 |
|
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 |
47 |
- |
2023-12-31 |
28,091 |
$969,000 |
13,670 |
|
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 |
|
CI Private Wealth LLC |
1524 |
*New |
2023-12-31 |
16,948 |
$585,000 |
16,948 |
|
Stratos Wealth Partners LTD. |
841 |
*New |
2024-03-31 |
16,188 |
$556,000 |
16,188 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
466 |
*New |
2023-12-31 |
16,000 |
$552,000 |
16,000 |
|
J P MORGAN CHASE & CO |
3628 |
- |
2023-12-31 |
15,745 |
$543,000 |
15,745 |
|
Atria Wealth Solutions Inc. |
1164 |
- |
2023-12-31 |
15,290 |
$528,000 |
15,290 |
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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 |
|
MARINER WEALTH ADVISORS, LLC |
1961 |
- |
2023-12-31 |
13,728 |
$474,000 |
3,068 |
|
Consolidated Portfolio Review Corp |
179 |
- |
2023-12-31 |
13,524 |
$467,000 |
-1,863 |
|
Kestra Advisory Services LLC |
1568 |
- |
2023-12-31 |
13,120 |
$453,000 |
484 |
|
Concurrent Investment Advisors LLC |
510 |
- |
2023-12-31 |
13,093 |
$452,000 |
0 |
|
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 |
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TSFG LLC |
110 |
- |
2024-03-31 |
11,603 |
$399,000 |
8,456 |
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FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1350 |
- |
2023-09-30 |
12,750 |
$389,000 |
4,250 |
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Lodestone Wealth Management LLC |
|
- |
2023-12-31 |
10,928 |
$377,000 |
-1,095 |
|
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 |
|
CREDIT SUISSE/ |
2762 |
- |
2023-12-31 |
10,200 |
$352,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
165 |
- |
2024-03-31 |
10,178 |
$350,000 |
3,598 |
|
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 |
65 |
*New |
2023-12-31 |
8,506 |
$293,000 |
8,506 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
128 |
*New |
2023-12-31 |
7,840 |
$270,000 |
7,840 |
|
STIFEL FINANCIAL CORP |
2913 |
*New |
2023-12-31 |
7,465 |
$258,000 |
7,465 |
|
HIGHTOWER ADVISORS, LLC |
2751 |
- |
2023-12-31 |
7,480 |
$258,000 |
7,480 |
|
Taylor Financial Group Inc. |
78 |
- |
2023-12-31 |
7,315 |
$252,000 |
0 |
|
PFG Advisors |
538 |
*New |
2023-12-31 |
7,175 |
$248,000 |
7,175 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4702 |
- |
2023-12-31 |
6,788 |
$234,000 |
-55,837 |
|
KISTLERTIFFANY COMPANIES, LLC |
307 |
- |
2023-06-30 |
7,042 |
$233,000 |
0 |
|
WMG Financial Advisors LLC |
100 |
- |
2023-12-31 |
6,655 |
$230,000 |
48 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
367 |
- |
2023-12-31 |
6,463 |
$223,000 |
1,024 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
245 |
*New |
2023-12-31 |
6,377 |
$220,000 |
6,377 |
|
Gemmer Asset Management LLC |
127 |
*New |
2024-03-31 |
6,221 |
$214,000 |
6,221 |
|
Summit X LLC |
177 |
*New |
2023-12-31 |
6,160 |
$213,000 |
6,160 |
|
Farther Finance Advisors LLC |
538 |
- |
2023-12-31 |
6,155 |
$212,000 |
2,943 |
|
Sunbelt Securities Inc. |
538 |
- |
2024-03-31 |
5,560 |
$191,000 |
-8,054 |
|
PNC FINANCIAL SERVICES GROUP INC |
2271 |
- |
2023-12-31 |
4,844 |
$167,000 |
-725 |
|
HARBOUR INVESTMENTS INC. |
928 |
- |
2023-12-31 |
4,831 |
$167,000 |
-41 |
|
WELLS FARGO & CO/MN |
4004 |
- |
2023-12-31 |
4,716 |
$163,000 |
4,619 |
|
BNP PARIBAS ARBITRAGE SA |
2490 |
- |
2023-12-31 |
4,234 |
$146,000 |
650 |
|
PRINCIPAL SECURITIES INC. |
1108 |
- |
2023-12-31 |
3,518 |
$121,000 |
0 |
|
Retirement Group LLC |
160 |
- |
2023-12-31 |
2,725 |
$94,000 |
-4,700 |
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Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
2,599 |
$90,000 |
2,356 |
|
Concord Wealth Partners |
295 |
- |
2023-12-31 |
2,419 |
$83,000 |
0 |
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GPS Wealth Strategies Group LLC |
405 |
- |
2023-12-31 |
2,251 |
$78,000 |
3 |
|
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 |
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US BANCORP |
2541 |
- |
2023-12-31 |
1,784 |
$62,000 |
981 |
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IFP Advisors Inc |
1436 |
- |
2023-12-31 |
1,756 |
$61,000 |
322 |
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FARMERS & MERCHANTS INVESTMENTS INC |
390 |
*New |
2024-03-31 |
1,637 |
$56,000 |
1,637 |
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NATIONAL BANK OF CANADA /FI/ |
1562 |
- |
2023-12-31 |
1,670 |
$56,000 |
450 |
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O SHAUGHNESSY ASSET MANAGEMENT LLC |
1549 |
- |
2023-12-31 |
1,450 |
$50,000 |
0 |
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ADVISORY SERVICES NETWORK, LLC |
2098 |
*New |
2023-12-31 |
1,174 |
$41,000 |
1,174 |
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Nelson Van Denburg & Campbell Wealth Management Gr |
782 |
- |
2023-12-31 |
1,112 |
$38,000 |
0 |
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HAZLETT BURT & WATSON INC. |
|
- |
2023-12-31 |
1,030 |
$36,000 |
0 |
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Center for Financial Planning Inc. |
280 |
- |
2024-03-31 |
1,029 |
$35,000 |
0 |
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Family Asset Management LLC |
134 |
- |
2023-12-31 |
975 |
$34,000 |
0 |
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Rockbridge Investment Management LCC |
276 |
*New |
2023-12-31 |
960 |
$33,000 |
960 |
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BAYSTATE WEALTH MANAGEMENT LLC |
466 |
- |
2023-12-31 |
938 |
$32,000 |
5 |
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Glassman Wealth Services |
582 |
- |
2023-12-31 |
891 |
$31,000 |
0 |
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Mascoma Wealth Management LLC |
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- |
2023-12-31 |
858 |
$30,000 |
-69 |
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100 Records found
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