|
|
|
On this page, we present all of the funds holding IRBO from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IRBO, with a link to that fund's top holdings. The next columns
indicate the amount of IRBO stock held by each of the funds holding IRBO, followed by the IRBO position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 149 funds holding IRBO within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding IRBO), click the fund name in the "Holder" column of the funds-holding-IRBO table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 773,888 | $26,699 | 12/31/2023 | IRBO | 773,888 | $26,699 | 12/31/2023 | Bank of America Corp DE | 405,310 | $13,983 | 12/31/2023 | IRBO | 405,310 | $13,983 | 12/31/2023 | LPL Financial LLC | 312,124 | $10,768 | 12/31/2023 | IRBO | 312,124 | $10,768 | 12/31/2023 | Commonwealth Equity Services LLC | 214,825 | $7,379 | 03/31/2024 | IRBO | 214,825 | $7,379 | 03/31/2024 | Ameriprise Financial Inc. | 212,631 | $7,334 | 12/31/2023 | IRBO | 212,631 | $7,334 | 12/31/2023 | Wharton Business Group LLC | 205,877 | $7,103 | 12/31/2023 | IRBO | 205,877 | $7,103 | 12/31/2023 | Jane Street Group LLC | 193,301 | $6,669 | 12/31/2023 | IRBO | 193,301 | $6,669 | 12/31/2023 | UBS Group AG | 113,096 | $3,902 | 12/31/2023 | IRBO | 113,096 | $3,902 | 12/31/2023 | Theory Financial LLC | 111,288 | $3,839 | 12/31/2023 | IRBO | 111,288 | $3,839 | 12/31/2023 | Royal Bank of Canada | 109,725 | $3,785 | 12/31/2023 | IRBO | 109,725 | $3,785 | 12/31/2023 | MML Investors Services LLC | 103,106 | $3,557 | 12/31/2023 | IRBO | 103,106 | $3,557 | 12/31/2023 | Citadel Advisors LLC | | $3,422 | 12/31/2023 | IRBO | 90,593 | $3,125 | 12/31/2023 | Call | 8,600 | $297 | 12/31/2023 | Advisor Group Holdings Inc. | 94,098 | $3,246 | 12/31/2023 | IRBO | 94,098 | $3,246 | 12/31/2023 | Wealthcare Advisory Partners LLC | 80,725 | $2,773 | 03/31/2024 | IRBO | 80,725 | $2,773 | 03/31/2024 | Creative Planning | 47,380 | $1,635 | 12/31/2023 | IRBO | 47,380 | $1,635 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 42,459 | $1,458 | 03/31/2024 | IRBO | 42,459 | $1,458 | 03/31/2024 | Citigroup Inc. | 34,230 | $1,181 | 12/31/2023 | IRBO | 34,230 | $1,181 | 12/31/2023 | Cora Capital Advisors LLC | 33,357 | $1,146 | 03/31/2024 | IRBO | 33,357 | $1,146 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 32,251 | $1,113 | 12/31/2023 | IRBO | 32,251 | $1,113 | 12/31/2023 | GWM Advisors LLC | 30,341 | $1,047 | 12/31/2023 | IRBO | 30,341 | $1,047 | 12/31/2023 | Gimbal Financial | 29,021 | $1,001 | 12/31/2023 | IRBO | 29,021 | $1,001 | 12/31/2023 | Raymond James & Associates | 28,918 | $993 | 03/31/2024 | IRBO | 28,918 | $993 | 03/31/2024 | Envestnet Asset Management Inc. | 28,375 | $979 | 12/31/2023 | IRBO | 28,375 | $979 | 12/31/2023 | Waddell & Associates LLC | 28,091 | $969 | 12/31/2023 | IRBO | 28,091 | $969 | 12/31/2023 | CWM LLC | 27,202 | $934 | 03/31/2024 | IRBO | 27,202 | $934 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 26,711 | $918 | 03/31/2024 | IRBO | 26,711 | $918 | 03/31/2024 | H&H Retirement Design & Management INC | 25,949 | $827 | 03/31/2024 | IRBO | 25,949 | $827 | 03/31/2024 | AE Wealth Management LLC | 24,532 | $811 | 12/31/2023 | IRBO | 24,532 | $811 | 12/31/2023 | Phoenix Wealth Advisors | 23,486 | $807 | 03/31/2024 | IRBO | 23,486 | $807 | 03/31/2024 | Belvedere Trading LLC | | $783 | 12/31/2023 | Call | 22,700 | $783 | 12/31/2023 | Cetera Advisor Networks LLC | 22,599 | $780 | 12/31/2023 | IRBO | 22,599 | $780 | 12/31/2023 | Scotia Capital Inc. | 21,825 | $753 | 12/31/2023 | IRBO | 21,825 | $753 | 12/31/2023 | WJ Wealth Management LLC | 19,646 | $675 | 03/31/2024 | IRBO | 19,646 | $675 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 19,596 | $673 | 03/31/2024 | IRBO | 19,596 | $673 | 03/31/2024 | Bank of Montreal Can | 19,059 | $666 | 12/31/2023 | IRBO | 19,059 | $666 | 12/31/2023 | CI Private Wealth LLC | 16,948 | $585 | 12/31/2023 | IRBO | 16,948 | $585 | 12/31/2023 | Stratos Wealth Partners LTD. | 16,188 | $556 | 03/31/2024 | IRBO | 16,188 | $556 | 03/31/2024 | Peapack Gladstone Financial Corp | 16,000 | $552 | 12/31/2023 | IRBO | 16,000 | $552 | 12/31/2023 | JPMorgan Chase & Co. | 15,745 | $543 | 12/31/2023 | IRBO | 15,745 | $543 | 12/31/2023 | Atria Wealth Solutions Inc. | 15,290 | $528 | 12/31/2023 | IRBO | 15,290 | $528 | 12/31/2023 | Cascade Investment Group Inc. | 14,860 | $513 | 12/31/2023 | IRBO | 14,860 | $513 | 12/31/2023 | PFG Investments LLC | 14,741 | $506 | 03/31/2024 | IRBO | 14,741 | $506 | 03/31/2024 | Mariner LLC | 13,728 | $474 | 12/31/2023 | IRBO | 13,728 | $474 | 12/31/2023 | Consolidated Portfolio Review Corp | 13,524 | $467 | 12/31/2023 | IRBO | 13,524 | $467 | 12/31/2023 | Kestra Advisory Services LLC | 13,120 | $453 | 12/31/2023 | IRBO | 13,120 | $453 | 12/31/2023 | Concurrent Investment Advisors LLC | 13,093 | $452 | 12/31/2023 | IRBO | 13,093 | $452 | 12/31/2023 | Wolf Group Capital Advisors | 13,067 | $432 | 03/31/2024 | IRBO | 13,067 | $432 | 03/31/2024 | Insigneo Advisory Services LLC | 12,522 | $432 | 12/31/2023 | IRBO | 12,522 | $432 | 12/31/2023 | Stonehage Fleming Financial Services Holdings Ltd | 12,500 | $431 | 12/31/2023 | IRBO | 12,500 | $431 | 12/31/2023 | Comerica Bank | 11,623 | $401 | 12/31/2023 | IRBO | 11,623 | $401 | 12/31/2023 | Tsfg LLC | 11,603 | $399 | 03/31/2024 | IRBO | 11,603 | $399 | 03/31/2024 | Lodestone Wealth Management LLC | 10,928 | $377 | 12/31/2023 | IRBO | 10,928 | $377 | 12/31/2023 | Eagle Wealth Strategies LLC | 10,952 | $376 | 03/31/2024 | IRBO | 10,952 | $376 | 03/31/2024 | Brookstone Capital Management | 10,805 | $371 | 03/31/2024 | IRBO | 10,805 | $371 | 03/31/2024 | PVG Asset Management Corp | 10,661 | $368 | 12/31/2023 | IRBO | 10,661 | $368 | 12/31/2023 | Credit Suisse AG | 10,200 | $352 | 12/31/2023 | IRBO | 10,200 | $352 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 10,178 | $350 | 03/31/2024 | IRBO | 10,178 | $350 | 03/31/2024 | First Horizon Advisors Inc. | 9,318 | $320 | 03/31/2024 | IRBO | 9,318 | $320 | 03/31/2024 | Integrated Wealth Concepts LLC | 9,061 | $313 | 12/31/2023 | IRBO | 9,061 | $313 | 12/31/2023 | Baird Financial Group Inc. | 8,672 | $299 | 12/31/2023 | IRBO | 8,672 | $299 | 12/31/2023 | West Wealth Group LLC | 8,506 | $293 | 12/31/2023 | IRBO | 8,506 | $293 | 12/31/2023 | Clearwater Capital Advisors LLC | 7,840 | $270 | 12/31/2023 | IRBO | 7,840 | $270 | 12/31/2023 | Stifel Financial Corp | 7,465 | $258 | 12/31/2023 | IRBO | 7,465 | $258 | 12/31/2023 | HighTower Advisors LLC | 7,480 | $258 | 12/31/2023 | IRBO | 7,480 | $258 | 12/31/2023 | Taylor Financial Group Inc. | 7,315 | $252 | 12/31/2023 | IRBO | 7,315 | $252 | 12/31/2023 | PFG Advisors | 7,175 | $248 | 12/31/2023 | IRBO | 7,175 | $248 | 12/31/2023 | Susquehanna International Group LLP | 6,788 | $234 | 12/31/2023 | IRBO | 6,788 | $234 | 12/31/2023 | WMG Financial Advisors LLC | 6,655 | $230 | 12/31/2023 | IRBO | 6,655 | $230 | 12/31/2023 | Creative Financial Designs Inc. ADV | 6,463 | $223 | 12/31/2023 | IRBO | 6,463 | $223 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,377 | $220 | 12/31/2023 | IRBO | 6,377 | $220 | 12/31/2023 | Gemmer Asset Management LLC | 6,221 | $214 | 03/31/2024 | IRBO | 6,221 | $214 | 03/31/2024 | Summit X LLC | 6,160 | $213 | 12/31/2023 | IRBO | 6,160 | $213 | 12/31/2023 | Farther Finance Advisors LLC | 6,155 | $212 | 12/31/2023 | IRBO | 6,155 | $212 | 12/31/2023 | Sunbelt Securities Inc. | 5,560 | $191 | 03/31/2024 | IRBO | 5,560 | $191 | 03/31/2024 | The PNC Financial Services Group Inc. | 4,844 | $167 | 12/31/2023 | IRBO | 4,844 | $167 | 12/31/2023 | Harbour Investments Inc. | 4,831 | $167 | 12/31/2023 | IRBO | 4,831 | $167 | 12/31/2023 | Wells Fargo & Company MN | 4,716 | $163 | 12/31/2023 | IRBO | 4,716 | $163 | 12/31/2023 | BNP Paribas Arbitrage SA | 4,234 | $146 | 12/31/2023 | IRBO | 4,234 | $146 | 12/31/2023 | Principal Securities Inc. | 3,518 | $121 | 12/31/2023 | IRBO | 3,518 | $121 | 12/31/2023 | Retirement Group LLC | 2,725 | $94 | 12/31/2023 | IRBO | 2,725 | $94 | 12/31/2023 | Geneos Wealth Management Inc. | 2,599 | $90 | 12/31/2023 | IRBO | 2,599 | $90 | 12/31/2023 | Concord Wealth Partners | 2,419 | $83 | 12/31/2023 | IRBO | 2,419 | $83 | 12/31/2023 | GPS Wealth Strategies Group LLC | 2,251 | $78 | 12/31/2023 | IRBO | 2,251 | $78 | 12/31/2023 | Steward Partners Investment Advisory LLC | 2,206 | $76 | 12/31/2023 | IRBO | 2,206 | $76 | 12/31/2023 | Global Retirement Partners LLC | 1,980 | $68 | 03/31/2024 | IRBO | 1,980 | $68 | 03/31/2024 | US Bancorp DE | 1,784 | $62 | 12/31/2023 | IRBO | 1,784 | $62 | 12/31/2023 | IFP Advisors Inc | 1,756 | $61 | 12/31/2023 | IRBO | 1,756 | $61 | 12/31/2023 | Farmers & Merchants Investments Inc. | 1,637 | $56 | 03/31/2024 | IRBO | 1,637 | $56 | 03/31/2024 | National Bank of Canada FI | 1,670 | $56 | 12/31/2023 | IRBO | 1,670 | $56 | 12/31/2023 | O Shaughnessy Asset Management LLC | 1,450 | $50 | 12/31/2023 | IRBO | 1,450 | $50 | 12/31/2023 | Advisory Services Network LLC | 1,174 | $41 | 12/31/2023 | IRBO | 1,174 | $41 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,112 | $38 | 12/31/2023 | IRBO | 1,112 | $38 | 12/31/2023 | Hazlett Burt & Watson Inc. | 1,030 | $35 | 03/31/2024 | IRBO | 1,030 | $35 | 03/31/2024 | Center for Financial Planning Inc. | 1,029 | $35 | 03/31/2024 | IRBO | 1,029 | $35 | 03/31/2024 | Salomon & Ludwin LLC | 981 | $34 | 12/31/2023 | IRBO | 981 | $34 | 12/31/2023 | Family Asset Management LLC | 975 | $34 | 12/31/2023 | IRBO | 975 | $34 | 12/31/2023 | Rockbridge Investment Management LCC | 960 | $33 | 12/31/2023 | IRBO | 960 | $33 | 12/31/2023 | Baystate Wealth Management LLC | 938 | $32 | 12/31/2023 | IRBO | 938 | $32 | 12/31/2023 | Glassman Wealth Services | 891 | $31 | 12/31/2023 | IRBO | 891 | $31 | 12/31/2023 | Capital Investment Advisory Services LLC | 867 | $30 | 03/31/2024 | IRBO | 867 | $30 | 03/31/2024 | Mascoma Wealth Management LLC | 858 | $30 | 12/31/2023 | IRBO | 858 | $30 | 12/31/2023 | Allworth Financial LP | 850 | $29 | 03/31/2024 | IRBO | 850 | $29 | 03/31/2024 | Simplex Trading LLC | 838 | $28 | 03/31/2024 | IRBO | 838 | $28 | 03/31/2024 | PFS Partners LLC | 800 | $27 | 03/31/2024 | IRBO | 800 | $27 | 03/31/2024 | Evermay Wealth Management LLC | 700 | $24 | 12/31/2023 | IRBO | 700 | $24 | 12/31/2023 | FMR LLC | 572 | $20 | 12/31/2023 | IRBO | 572 | $20 | 12/31/2023 | M&R Capital Management Inc. | 498 | $17 | 03/31/2024 | IRBO | 498 | $17 | 03/31/2024 | Cranbrook Wealth Management LLC | 457 | $16 | 03/31/2024 | IRBO | 457 | $16 | 03/31/2024 | Coastal Investment Advisors Inc. | 468 | $16 | 03/31/2024 | IRBO | 468 | $16 | 03/31/2024 | Banque Cantonale Vaudoise | 470 | $16 | 03/31/2024 | IRBO | 470 | $16 | 03/31/2024 | Coston McIsaac & Partners | 453 | $15 | 03/31/2024 | IRBO | 453 | $15 | 03/31/2024 | West Paces Advisors Inc. | 400 | $14 | 03/31/2024 | IRBO | 400 | $14 | 03/31/2024 | Signaturefd LLC | 375 | $13 | 12/31/2023 | IRBO | 375 | $13 | 12/31/2023 | ORG Partners LLC | 353 | $12 | 12/31/2023 | IRBO | 353 | $12 | 12/31/2023 | NBC Securities Inc. | 310 | $11 | 03/31/2024 | IRBO | 310 | $11 | 03/31/2024 | ST Germain D J Co. Inc. | 290 | $10 | 03/31/2024 | IRBO | 290 | $10 | 03/31/2024 | TD Waterhouse Canada Inc. | 300 | $10 | 12/31/2023 | IRBO | 300 | $10 | 12/31/2023 | Princeton Global Asset Management LLC | 269 | $9 | 03/31/2024 | IRBO | 269 | $9 | 03/31/2024 | Pacific Center for Financial Services | 259 | $9 | 12/31/2023 | IRBO | 259 | $9 | 12/31/2023 | Toth Financial Advisory Corp | 210 | $7 | 03/31/2024 | IRBO | 210 | $7 | 03/31/2024 | Parkside Financial Bank & Trust | 200 | $7 | 12/31/2023 | IRBO | 200 | $7 | 12/31/2023 | HM Payson & Co. | 170 | $6 | 12/31/2023 | IRBO | 170 | $6 | 12/31/2023 | Trust Co. of Vermont | 160 | $6 | 12/31/2023 | IRBO | 160 | $6 | 12/31/2023 | Crewe Advisors LLC | 161 | $6 | 12/31/2023 | IRBO | 161 | $6 | 12/31/2023 | JDM Financial Group LLC | 162 | $6 | 12/31/2023 | IRBO | 162 | $6 | 12/31/2023 | Barrett & Company Inc. | 150 | $5 | 03/31/2024 | IRBO | 150 | $5 | 03/31/2024 | Versant Capital Management Inc | 143 | $5 | 03/31/2024 | IRBO | 143 | $5 | 03/31/2024 | Rise Advisors LLC | 150 | $5 | 03/31/2024 | IRBO | 150 | $5 | 03/31/2024 | SOA Wealth Advisors LLC. | 147 | $5 | 03/31/2024 | IRBO | 147 | $5 | 03/31/2024 | Global Wealth Strategies & Associates | 156 | $5 | 03/31/2024 | IRBO | 156 | $5 | 03/31/2024 | YHB Investment Advisors Inc. | 110 | $4 | 03/31/2024 | IRBO | 110 | $4 | 03/31/2024 | Key Financial Inc | 126 | $4 | 12/31/2023 | IRBO | 126 | $4 | 12/31/2023 | Dunhill Financial LLC | 127 | $4 | 12/31/2023 | IRBO | 127 | $4 | 12/31/2023 | Founders Capital Management | 100 | $3 | 03/31/2024 | IRBO | 100 | $3 | 03/31/2024 | Howe & Rusling Inc. | 100 | $3 | 12/31/2023 | IRBO | 100 | $3 | 12/31/2023 | Stone House Investment Management LLC | 82 | $3 | 12/31/2023 | IRBO | 82 | $3 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 83 | $3 | 12/31/2023 | IRBO | 83 | $3 | 12/31/2023 | Naples Money Management LLC | 100 | $3 | 12/31/2023 | IRBO | 100 | $3 | 12/31/2023 | AlphaMark Advisors LLC | 58 | $2 | 03/31/2024 | IRBO | 58 | $2 | 03/31/2024 | AdvisorNet Financial Inc | 71 | $2 | 03/31/2024 | IRBO | 71 | $2 | 03/31/2024 | Spire Wealth Management | 70 | $2 | 03/31/2024 | IRBO | 70 | $2 | 03/31/2024 | MeadowBrook Investment Advisors LLC | 60 | $2 | 12/31/2023 | IRBO | 60 | $2 | 12/31/2023 | Aptus Capital Advisors LLC | 50 | $2 | 12/31/2023 | IRBO | 50 | $2 | 12/31/2023 | Core Wealth Advisors Inc. | 54 | $2 | 12/31/2023 | IRBO | 54 | $2 | 12/31/2023 | Fairfield Bush & CO. | 30 | $1 | 12/31/2023 | IRBO | 30 | $1 | 12/31/2023 | Horizon Investments LLC | 16 | $1 | 12/31/2023 | IRBO | 16 | $1 | 12/31/2023 | Beacon Capital Management LLC | 40 | $1 | 12/31/2023 | IRBO | 40 | $1 | 12/31/2023 | Phillips Financial Management LLC | 10 | $0 | 03/31/2024 | IRBO | 10 | $0 | 03/31/2024 | Cutler Group LP | | $0 | 03/31/2024 | Call | 900 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | IRBO | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IRBO
See Details: Top 10 Hedge Funds Holding IRBO
Also See: IRBO Holdings Changes
|
|