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

iShares Robotics and Artificial Intelligence Multisector ETF logo
$40.39 -0.60 (-1.46%)
As of 02/20/2025

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$14.12M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.77M
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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
2/13/2025 United Capital Financial Advisors LLC7,870$248K0.0%-25.7%0.040%
2/10/2025 Farther Finance Advisors LLC7,411$234K0.0%-32.6%0.037%
1/28/2025 Advisors Preferred LLC16,219$511K0.1%N/A0.082%
1/23/2025 Strategic Advocates LLC27,885$879K0.3%+21.1%0.141%
1/23/2025 Strategic Wealth Investment Group LLC60,800$1.92M0.1%-1.0%0.307%
1/17/2025 Janney Montgomery Scott LLC6,925$218K0.0%N/A0.035%
1/17/2025 Bartlett & CO. Wealth Management LLC1,200$38K0.0%+500.0%0.006%
1/15/2025 Arkadios Wealth Advisors213,984$6.74M0.4%N/A1.081%
12/26/2024 JPMorgan Chase & Co.1,991$68K0.0%-91.2%0.010%
11/18/2024 Sunbelt Securities Inc.1,427$49K0.0%-25.0%0.007%
11/15/2024 LRI Investments LLC4,000$126K0.0%N/A0.020%
11/14/2024 Flow Traders U.S. LLC130,177$4.46M0.2%+131.2%0.657%
11/13/2024 BNP Paribas Financial Markets4,213$144K0.0%-11.3%0.021%
10/29/2024 Farther Finance Advisors LLC10,998$377K0.0%-38.7%0.056%
10/28/2024 Creative Financial Designs Inc. ADV2,093$72K0.0%-55.4%0.011%
8/16/2024 Sunbelt Securities Inc.1,902$63K0.0%-65.8%0.010%
8/16/2024 NewEdge Advisors LLC27,845$924K0.0%-5.3%0.141%
8/7/2024 Ashton Thomas Private Wealth LLC3,856$128K0.0%N/A0.019%
7/31/2024 Farther Finance Advisors LLC17,942$594K0.0%+179.7%0.091%
7/24/2024 Family Firm Inc.1,712$57K0.0%N/A0.009%
7/16/2024 Tsfg LLC26,476$879K0.2%+128.2%0.134%
7/11/2024 Strategic Advocates LLC15,337$509K0.2%N/A0.077%
7/9/2024 Lynx Investment Advisory753$25K0.0%N/A0.004%
7/9/2024 Adirondack Trust Co.1,500$50K0.0%N/A0.008%
5/17/2024 Comerica Bank12,135$417K0.0%+4.4%0.061%
4/18/2024 Farmers & Merchants Investments Inc.1,637$56K0.0%N/A0.008%
4/16/2024 Tsfg LLC11,603$399K0.1%+268.7%0.059%
4/15/2024 Sunbelt Securities Inc.5,560$191K0.0%-59.2%0.038%
3/12/2024PVG Asset Management Corp10,661$368K1.8%N/A0.073%
2/6/2024 First Horizon Advisors Inc.9,318$321K0.0%+217.5%0.064%
1/10/2024 Creative Financial Designs Inc. ADV6,463$223K0.0%+18.8%0.044%
12/11/2023 Sunbelt Securities Inc.15,773$482K0.1%-25.5%0.108%
10/27/2023 First Horizon Advisors Inc.2,935$90K0.0%N/A0.020%
10/26/2023Baystate Wealth Management LLC933$29K0.0%+133.8%0.006%
10/10/2023 Tsfg LLC3,005$92K0.0%N/A0.021%
8/9/2023 Flow Traders U.S. LLC96,528$3.19M0.1%+550.4%0.661%
7/26/2023 Creative Financial Designs Inc. ADV4,210$139K0.0%+38.9%0.040%
7/17/2023 GPS Wealth Strategies Group LLC2,248$74K0.0%N/A0.022%
5/12/2023Retirement Group LLC1,675$53K0.0%N/A0.016%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC1,202$38K0.0%+256.7%0.012%
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5/5/2023 Sandy Spring Bank2,113$66K0.0%N/A0.020%
4/25/2023 Creative Financial Designs Inc. ADV3,030$95K0.0%N/A0.035%
3/6/2023 OLD Mission Capital LLC76,589$1.96M0.1%N/A0.891%
2/22/2023 Kovack Advisors Inc.9,691$247K0.0%+5.4%0.113%
2/13/2023 Wealthcare Advisory Partners LLC103,105$2.63M0.1%+1.8%1.199%
1/31/2023WFA of San Diego LLC1,240$32K0.0%N/A0.014%
11/15/2022 Flow Traders U.S. LLC29,236$697K0.0%+22.1%0.325%
11/14/2022 Kovack Advisors Inc.9,191$219K0.0%N/A0.102%
10/25/2022 NewSquare Capital LLC1,147$27K0.0%-38.7%0.012%
8/13/2022 Flow Traders U.S. LLC23,951$633K0.0%-14.4%0.260%
7/28/2022WFA of San Diego LLC1,240$33K0.0%N/A0.014%
7/14/2022 Mascoma Wealth Management LLC927$25K0.0%-68.6%0.010%
5/11/2022 Patriot Financial Group Insurance Agency LLC13,491$464K0.1%+97.5%0.141%
5/10/2022 NewSquare Capital LLC1,872$64K0.0%N/A0.020%
4/15/2022 Wealthcare Advisory Partners LLC9,131$314K0.0%-6.7%0.095%
4/14/2022 AdvisorNet Financial Inc1,066$37K0.0%-44.2%0.011%
2/18/2022 Rather & Kittrell Inc.5,163$213K0.2%N/A0.052%
1/20/2022Paragon Wealth Strategies LLC358,927$14.85M3.6%+4.8%3.451%
1/20/2022 Parallel Advisors LLC1,026$42K0.0%-48.6%0.010%
1/12/2022 IFP Advisors Inc1,734$72K0.0%+118.4%0.017%
1/10/2022 Patriot Financial Group Insurance Agency LLC6,830$283K0.0%+81.0%0.066%
11/24/2021 Patriot Financial Group Insurance Agency LLC3,774$160K0.0%+91.1%0.036%
11/15/2021 Flow Traders U.S. LLC61,182$2.59M0.1%+352.6%0.612%
11/15/2021 Ancora Advisors LLC2,313$98K0.0%+296.7%0.023%
10/29/2021Paragon Wealth Strategies LLC342,489$14.50M3.9%+13.8%3.425%
10/15/2021 AdvisorNet Financial Inc1,860$79K0.0%N/A0.019%
10/6/2021 Mascoma Wealth Management LLC2,851$121K0.0%N/A0.029%
8/24/2021 Flow Traders U.S. LLC13,519$607K0.0%-74.3%0.135%
8/16/2021Credit Suisse AG8,200$368K0.0%N/A0.082%
8/16/2021 Wealthcare Advisory Partners LLC10,424$468K0.0%-6.7%0.104%
8/13/2021 Ancora Advisors LLC583$26K0.0%N/A0.006%
8/13/2021 Sigma Planning Corp18,928$850K0.0%+3.7%0.189%
8/5/2021 Sonata Capital Group Inc.5,175$232K0.1%+7.8%0.052%
8/5/2021 US Bancorp DE2,216$99K0.0%+128.2%0.022%
8/1/2021 Patriot Financial Group Insurance Agency LLC1,975$89K0.0%N/A0.020%
7/31/2021 IFP Advisors Inc597$26K0.0%-82.0%0.006%
7/13/2021Paragon Wealth Strategies LLC300,842$13.51M3.7%-23.8%3.008%
5/18/2021 Flow Traders U.S. LLC52,524$2.27M0.1%+27.6%0.547%
5/17/2021 Captrust Financial Advisors636$27K0.0%+274.1%0.007%
5/6/2021 Sigma Planning Corp18,249$787K0.0%N/A0.190%
5/3/2021 Sonata Capital Group Inc.4,800$207K0.1%N/A0.050%
4/30/2021 IFP Advisors Inc3,322$145K0.0%-29.4%0.035%
4/30/2021 Wealthcare Advisory Partners LLC11,173$482K0.0%-81.8%0.116%
4/28/2021 US Bancorp DE971$42K0.0%N/A0.010%
4/26/2021 Mascoma 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%
(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, 31 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), OLD Mission Capital LLC ($1.96M), Strategic Wealth Investment Group LLC ($1.92M), NewEdge Advisors LLC ($924K), Strategic Advocates LLC ($879K), and Tsfg LLC ($879K).Learn more on IRBO's institutional investors.

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

Of the 25 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: Arkadios Wealth Advisors ($213.98K), Flow Traders U.S. LLC ($155.56K), OLD Mission Capital LLC ($76.59K), Tsfg LLC ($26.33K), Strategic Advocates LLC ($20.21K), Advisors Preferred LLC ($16.22K), and Farther Finance Advisors LLC ($11.53K).

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

Institutional investors have bought a total of 575,461 shares in the last 24 months. This purchase volume represents approximately $19.59M 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: JPMorgan Chase & Co. ($20.55K), Sunbelt Securities Inc. ($17.58K), Farther Finance Advisors LLC ($10.53K), 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 56,707 shares in the last 24 months. This volume of shares sold represents approximately $1.94M in transactions.



This page (NYSEARCA:IRBO) was last updated on 2/22/2025 by MarketBeat.com Staff
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