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

$31.88
+0.68 (+2.18%)
(As of 04/22/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Robotics and Artificial Intelligence Multisector ETF (NYSEARCA:IRBO)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$4.22M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$441.45K
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IRBO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
4/14/2022 AdvisorNet 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%
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10/15/2021 AdvisorNet 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%
5/6/2021Sigma Planning Corp18,249$787K0.0%N/A0.190%
5/3/2021Sonata Capital Group Inc.4,800$207K0.1%N/A0.050%
4/30/2021IFP Advisors Inc3,322$145K0.0%-29.4%0.035%
4/30/2021Wealthcare Advisory Partners LLC11,173$482K0.0%-81.8%0.116%
4/28/2021US Bancorp DE971$42K0.0%N/A0.010%
4/26/2021Mascoma Wealth Management LLC2,714$117K0.1%N/A0.028%
4/22/2021Coastal Capital Group Inc.1,088$47K0.0%+2,553.7%0.011%
4/8/2021Paragon Wealth Strategies LLC394,573$17.02M5.2%-10.3%4.110%
1/26/2021Paragon Wealth Strategies LLC439,674$17.52M6.0%N/A5.785%
1/25/2021IFP Advisors Inc4,705$187K0.0%+719.7%0.062%
10/29/2020Wealthcare Advisory Partners LLC25,278$828K0.1%N/A0.421%
8/14/2020Flow Traders U.S. LLC133,197$3.94M0.3%+67.5%2.561%
7/27/2020Cambridge Investment Research Advisors Inc.22,255$658K0.0%-1.4%0.445%
7/20/2020Watson Rebecca1,631$48K0.0%N/A0.034%
7/16/2020Parallel Advisors LLC1,000$29K0.0%N/A0.021%
5/8/2020Cambridge Investment Research Advisors Inc.22,580$505K0.0%+57.9%0.594%
5/1/2020Prudential PLC32,150$719K0.0%-44.3%0.846%
(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, 19 institutional investors and hedge funds held shares of iShares Robotics and Artificial Intelligence Multisector ETF. The most heavily invested institutionals were Flow Traders U.S. LLC ($3.19M), Wealthcare Advisory Partners LLC ($2.63M), OLD Mission Capital LLC ($1.96M), Patriot Financial Group Insurance Agency LLC ($464K), Tsfg LLC ($399K), PVG Asset Management Corp ($368K), and First Horizon Advisors Inc. ($321K).Learn more on IRBO's institutional investors.

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

Of the 17 institutional investors that purchased iShares Robotics and Artificial Intelligence Multisector ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($86.97K), OLD Mission Capital LLC ($76.59K), Tsfg LLC ($11.46K), PVG Asset Management Corp ($10.66K), Kovack Advisors Inc. ($9.69K), First Horizon Advisors Inc. ($9.32K), and Patriot Financial Group Insurance Agency LLC ($6.66K).

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

Institutional investors have bought a total of 231,794 shares in the last 24 months. This purchase volume represents approximately $6.94M in transactions.

Which iShares Robotics and Artificial Intelligence Multisector ETF 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: Sunbelt Securities Inc. ($13.45K), Flow Traders U.S. LLC ($4.03K), Mascoma Wealth Management LLC ($2.02K), and NewSquare Capital LLC ($725.00).

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

Institutional investors have sold a total of 20,229 shares in the last 24 months. This volume of shares sold represents approximately $618.73K in transactions.


This page (NYSEARCA:IRBO) was last updated on 4/23/2024 by MarketBeat.com Staff

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