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iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) Institutional Ownership

iShares Robotics and Artificial Intelligence Multisector ETF logo
$41.30 +0.60 (+1.47%)
As of 07/3/2025
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Institutional Ownership Changes (13F Filings) for iShares Robotics and Artificial Intelligence Multisector ETF (NYSEARCA:IRBO)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$13.39M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.50M
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IRBO Institutional Buying and Selling by Quarter

iShares Robotics and Artificial Intelligence Multisector ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2025United Capital Financial Advisors LLC7,870$248K0.0%-25.7%0.040%
2/10/2025Farther Finance Advisors LLC7,411$234K0.0%-32.6%0.037%
1/28/2025Advisors Preferred LLC16,219$511K0.1%N/A0.082%
1/23/2025Strategic Advocates LLC27,885$879K0.3%+21.1%0.141%
1/23/2025Strategic Wealth Investment Group LLC60,800$1.92M0.1%-1.0%0.307%
1/17/2025Janney Montgomery Scott LLC6,925$218K0.0%N/A0.035%
1/17/2025Bartlett & CO. Wealth Management LLC1,200$38K0.0%+500.0%0.006%
1/15/2025Arkadios Wealth Advisors213,984$6.74M0.4%N/A1.081%
12/26/2024JPMorgan Chase & Co.1,991$68K0.0%-91.2%0.010%
11/18/2024Sunbelt Securities Inc.1,427$49K0.0%-25.0%0.007%
11/15/2024LRI Investments LLC4,000$126K0.0%N/A0.020%
11/14/2024Flow Traders U.S. LLC130,177$4.46M0.2%+131.2%0.657%
11/13/2024BNP Paribas Financial Markets4,213$144K0.0%-11.3%0.021%
10/29/2024Farther Finance Advisors LLC10,998$377K0.0%-38.7%0.056%
10/28/2024Creative Financial Designs Inc. ADV2,093$72K0.0%-55.4%0.011%
8/16/2024Sunbelt Securities Inc.1,902$63K0.0%-65.8%0.010%
8/16/2024NewEdge Advisors LLC27,845$924K0.0%-5.3%0.141%
8/7/2024Ashton Thomas Private Wealth LLC3,856$128K0.0%N/A0.019%
7/31/2024Farther Finance Advisors LLC17,942$594K0.0%+179.7%0.091%
7/24/2024Family Firm Inc.1,712$57K0.0%N/A0.009%
7/16/2024Tsfg LLC26,476$879K0.2%+128.2%0.134%
7/11/2024Strategic Advocates LLC15,337$509K0.2%N/A0.077%
7/9/2024Lynx Investment Advisory753$25K0.0%N/A0.004%
7/9/2024Adirondack Trust Co.1,500$50K0.0%N/A0.008%
5/17/2024Comerica Bank12,135$417K0.0%+4.4%0.061%
4/18/2024Farmers & Merchants Investments Inc.1,637$56K0.0%N/A0.008%
4/16/2024Tsfg LLC11,603$399K0.1%+268.7%0.059%
4/15/2024Sunbelt Securities Inc.5,560$191K0.0%-59.2%0.038%
3/12/2024PVG Asset Management Corp10,661$368K1.8%N/A0.073%
2/6/2024First Horizon Advisors Inc.9,318$321K0.0%+217.5%0.064%
1/10/2024Creative Financial Designs Inc. ADV6,463$223K0.0%+18.8%0.044%
12/11/2023Sunbelt Securities Inc.15,773$482K0.1%-25.5%0.108%
10/27/2023First Horizon Advisors Inc.2,935$90K0.0%N/A0.020%
10/26/2023Baystate Wealth Management LLC933$29K0.0%+133.8%0.006%
10/10/2023Tsfg LLC3,005$92K0.0%N/A0.021%
8/9/2023Flow Traders U.S. LLC96,528$3.19M0.1%+550.4%0.661%
7/26/2023Creative Financial Designs Inc. ADV4,210$139K0.0%+38.9%0.040%
7/17/2023GPS Wealth Strategies Group LLC2,248$74K0.0%N/A0.022%
5/12/2023Retirement Group LLC1,675$53K0.0%N/A0.016%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC1,202$38K0.0%+256.7%0.012%
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5/5/2023Sandy Spring Bank2,113$66K0.0%N/A0.020%
4/25/2023Creative Financial Designs Inc. ADV3,030$95K0.0%N/A0.035%
3/6/2023OLD Mission Capital LLC76,589$1.96M0.1%N/A0.891%
2/22/2023Kovack Advisors Inc.9,691$247K0.0%+5.4%0.113%
2/13/2023Wealthcare Advisory Partners LLC103,105$2.63M0.1%+1.8%1.199%
1/31/2023WFA of San Diego LLC1,240$32K0.0%N/A0.014%
11/15/2022Flow Traders U.S. LLC29,236$697K0.0%+22.1%0.325%
11/14/2022Kovack Advisors Inc.9,191$219K0.0%N/A0.102%
10/25/2022NewSquare Capital LLC1,147$27K0.0%-38.7%0.012%
8/13/2022Flow Traders U.S. LLC23,951$633K0.0%-14.4%0.260%
7/28/2022WFA of San Diego LLC1,240$33K0.0%N/A0.014%
7/14/2022Mascoma Wealth Management LLC927$25K0.0%-68.6%0.010%
5/11/2022Patriot Financial Group Insurance Agency LLC13,491$464K0.1%+97.5%0.141%
5/10/2022NewSquare Capital LLC1,872$64K0.0%N/A0.020%
4/15/2022Wealthcare Advisory Partners LLC9,131$314K0.0%-6.7%0.095%
4/14/2022AdvisorNet Financial Inc1,066$37K0.0%-44.2%0.011%
2/18/2022Rather & Kittrell Inc.5,163$213K0.2%N/A0.052%
1/20/2022Paragon Wealth Strategies LLC358,927$14.85M3.6%+4.8%3.451%
1/20/2022Parallel Advisors LLC1,026$42K0.0%-48.6%0.010%
1/12/2022IFP Advisors Inc1,734$72K0.0%+118.4%0.017%
1/10/2022Patriot Financial Group Insurance Agency LLC6,830$283K0.0%+81.0%0.066%
11/24/2021Patriot Financial Group Insurance Agency LLC3,774$160K0.0%+91.1%0.036%
11/15/2021Flow Traders U.S. LLC61,182$2.59M0.1%+352.6%0.612%
11/15/2021Ancora Advisors LLC2,313$98K0.0%+296.7%0.023%
10/29/2021Paragon Wealth Strategies LLC342,489$14.50M3.9%+13.8%3.425%
10/15/2021AdvisorNet Financial Inc1,860$79K0.0%N/A0.019%
10/6/2021Mascoma Wealth Management LLC2,851$121K0.0%N/A0.029%
8/24/2021Flow Traders U.S. LLC13,519$607K0.0%-74.3%0.135%
8/16/2021Credit Suisse AG8,200$368K0.0%N/A0.082%
8/16/2021Wealthcare Advisory Partners LLC10,424$468K0.0%-6.7%0.104%
8/13/2021Ancora Advisors LLC583$26K0.0%N/A0.006%
8/13/2021Sigma Planning Corp18,928$850K0.0%+3.7%0.189%
8/5/2021Sonata Capital Group Inc.5,175$232K0.1%+7.8%0.052%
8/5/2021US Bancorp DE2,216$99K0.0%+128.2%0.022%
8/1/2021Patriot Financial Group Insurance Agency LLC1,975$89K0.0%N/A0.020%
7/31/2021IFP Advisors Inc597$26K0.0%-82.0%0.006%
7/13/2021Paragon Wealth Strategies LLC300,842$13.51M3.7%-23.8%3.008%
5/18/2021Flow Traders U.S. LLC52,524$2.27M0.1%+27.6%0.547%
5/17/2021Captrust Financial Advisors636$27K0.0%+274.1%0.007%
(Data available from 1/1/2016 forward)

IRBO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IRBO shares?

During the previous two years, 26 institutional investors and hedge funds held shares of iShares Robotics and Artificial Intelligence Multisector ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($6.74M), Flow Traders U.S. LLC ($4.46M), Strategic Wealth Investment Group LLC ($1.92M), NewEdge Advisors LLC ($924K), Strategic Advocates LLC ($879K), Tsfg LLC ($879K), and Advisors Preferred LLC ($511K).Learn more on iShares Robotics and Artificial Intelligence Multisector ETF's institutional investors.

Which institutional investors have been buying iShares Robotics and Artificial Intelligence Multisector ETF's stock?

Of the 20 institutional investors that purchased iShares Robotics and Artificial Intelligence Multisector ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($213.98K), Flow Traders U.S. LLC ($155.56K), Tsfg LLC ($26.33K), Strategic Advocates LLC ($20.21K), Advisors Preferred LLC ($16.22K), Farther Finance Advisors LLC ($11.53K), and PVG Asset Management Corp ($10.66K).

How much institutional buying is happening at iShares Robotics and Artificial Intelligence Multisector ETF?

Institutional investors have bought a total of 370,427 shares in the last 24 months. This purchase volume represents approximately $13.39M in transactions.

Which of iShares Robotics and Artificial Intelligence Multisector ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares Robotics and Artificial Intelligence Multisector ETF stock in the last 24 months: JPMorgan Chase & Co. ($20.55K), Farther Finance Advisors LLC ($10.53K), Sunbelt Securities Inc. ($4.13K), United Capital Financial Advisors LLC ($2.72K), Creative Financial Designs Inc. ADV ($2.60K), NewEdge Advisors LLC ($1.57K), and Strategic Wealth Investment Group LLC ($623.00).

How much institutional selling is happening at iShares Robotics and Artificial Intelligence Multisector ETF?

Institutional investors have sold a total of 43,257 shares in the last 24 months. This volume of shares sold represents approximately $1.50M in transactions.


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This page (NYSEARCA:IRBO) was last updated on 7/4/2025 by MarketBeat.com Staff
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