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Funds Holding IRBO

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley773,888$26,699 12/31/2023
     IRBO773,888$26,699 12/31/2023
Bank of America Corp DE405,310$13,983 12/31/2023
     IRBO405,310$13,983 12/31/2023
LPL Financial LLC312,124$10,768 12/31/2023
     IRBO312,124$10,768 12/31/2023
Commonwealth Equity Services LLC214,825$7,379 03/31/2024
     IRBO214,825$7,379 03/31/2024
Ameriprise Financial Inc.212,631$7,334 12/31/2023
     IRBO212,631$7,334 12/31/2023
Wharton Business Group LLC205,877$7,103 12/31/2023
     IRBO205,877$7,103 12/31/2023
Jane Street Group LLC193,301$6,669 12/31/2023
     IRBO193,301$6,669 12/31/2023
UBS Group AG113,096$3,902 12/31/2023
     IRBO113,096$3,902 12/31/2023
Theory Financial LLC111,288$3,839 12/31/2023
     IRBO111,288$3,839 12/31/2023
Royal Bank of Canada109,725$3,785 12/31/2023
     IRBO109,725$3,785 12/31/2023
MML Investors Services LLC103,106$3,557 12/31/2023
     IRBO103,106$3,557 12/31/2023
Citadel Advisors LLC $3,422 12/31/2023
     IRBO90,593$3,125 12/31/2023
     Call8,600$297 12/31/2023
Advisor Group Holdings Inc.94,098$3,246 12/31/2023
     IRBO94,098$3,246 12/31/2023
Wealthcare Advisory Partners LLC80,725$2,773 03/31/2024
     IRBO80,725$2,773 03/31/2024
Creative Planning47,380$1,635 12/31/2023
     IRBO47,380$1,635 12/31/2023
Raymond James Financial Services Advisors Inc.42,459$1,458 03/31/2024
     IRBO42,459$1,458 03/31/2024
Citigroup Inc.34,230$1,181 12/31/2023
     IRBO34,230$1,181 12/31/2023
Cora Capital Advisors LLC33,357$1,146 03/31/2024
     IRBO33,357$1,146 03/31/2024
Northwestern Mutual Wealth Management Co.32,251$1,113 12/31/2023
     IRBO32,251$1,113 12/31/2023
GWM Advisors LLC30,341$1,047 12/31/2023
     IRBO30,341$1,047 12/31/2023
Gimbal Financial29,021$1,001 12/31/2023
     IRBO29,021$1,001 12/31/2023
Raymond James & Associates28,918$993 03/31/2024
     IRBO28,918$993 03/31/2024
Envestnet Asset Management Inc.28,375$979 12/31/2023
     IRBO28,375$979 12/31/2023
Waddell & Associates LLC28,091$969 12/31/2023
     IRBO28,091$969 12/31/2023
CWM LLC27,202$934 03/31/2024
     IRBO27,202$934 03/31/2024
Cambridge Investment Research Advisors Inc.26,711$918 03/31/2024
     IRBO26,711$918 03/31/2024
H&H Retirement Design & Management INC25,949$827 03/31/2024
     IRBO25,949$827 03/31/2024
AE Wealth Management LLC24,532$811 12/31/2023
     IRBO24,532$811 12/31/2023
Phoenix Wealth Advisors23,486$807 03/31/2024
     IRBO23,486$807 03/31/2024
Belvedere Trading LLC $783 12/31/2023
     Call22,700$783 12/31/2023
Cetera Advisor Networks LLC22,599$780 12/31/2023
     IRBO22,599$780 12/31/2023
Scotia Capital Inc.21,825$753 12/31/2023
     IRBO21,825$753 12/31/2023
WJ Wealth Management LLC19,646$675 03/31/2024
     IRBO19,646$675 03/31/2024
Wealth Enhancement Advisory Services LLC19,596$673 03/31/2024
     IRBO19,596$673 03/31/2024
Bank of Montreal Can19,059$666 12/31/2023
     IRBO19,059$666 12/31/2023
CI Private Wealth LLC16,948$585 12/31/2023
     IRBO16,948$585 12/31/2023
Stratos Wealth Partners LTD.16,188$556 03/31/2024
     IRBO16,188$556 03/31/2024
Peapack Gladstone Financial Corp16,000$552 12/31/2023
     IRBO16,000$552 12/31/2023
JPMorgan Chase & Co.15,745$543 12/31/2023
     IRBO15,745$543 12/31/2023
Atria Wealth Solutions Inc.15,290$528 12/31/2023
     IRBO15,290$528 12/31/2023
Cascade Investment Group Inc.14,860$513 12/31/2023
     IRBO14,860$513 12/31/2023
PFG Investments LLC14,741$506 03/31/2024
     IRBO14,741$506 03/31/2024
Mariner LLC13,728$474 12/31/2023
     IRBO13,728$474 12/31/2023
Consolidated Portfolio Review Corp13,524$467 12/31/2023
     IRBO13,524$467 12/31/2023
Kestra Advisory Services LLC13,120$453 12/31/2023
     IRBO13,120$453 12/31/2023
Concurrent Investment Advisors LLC13,093$452 12/31/2023
     IRBO13,093$452 12/31/2023
Wolf Group Capital Advisors13,067$432 03/31/2024
     IRBO13,067$432 03/31/2024
Insigneo Advisory Services LLC12,522$432 12/31/2023
     IRBO12,522$432 12/31/2023
Stonehage Fleming Financial Services Holdings Ltd12,500$431 12/31/2023
     IRBO12,500$431 12/31/2023
Comerica Bank11,623$401 12/31/2023
     IRBO11,623$401 12/31/2023
Tsfg LLC11,603$399 03/31/2024
     IRBO11,603$399 03/31/2024
Lodestone Wealth Management LLC10,928$377 12/31/2023
     IRBO10,928$377 12/31/2023
Eagle Wealth Strategies LLC10,952$376 03/31/2024
     IRBO10,952$376 03/31/2024
Brookstone Capital Management10,805$371 03/31/2024
     IRBO10,805$371 03/31/2024
PVG Asset Management Corp10,661$368 12/31/2023
     IRBO10,661$368 12/31/2023
Credit Suisse AG10,200$352 12/31/2023
     IRBO10,200$352 12/31/2023
Glass Jacobson Investment Advisors llc10,178$350 03/31/2024
     IRBO10,178$350 03/31/2024
First Horizon Advisors Inc.9,318$320 03/31/2024
     IRBO9,318$320 03/31/2024
Integrated Wealth Concepts LLC9,061$313 12/31/2023
     IRBO9,061$313 12/31/2023
Baird Financial Group Inc.8,672$299 12/31/2023
     IRBO8,672$299 12/31/2023
West Wealth Group LLC8,506$293 12/31/2023
     IRBO8,506$293 12/31/2023
Clearwater Capital Advisors LLC7,840$270 12/31/2023
     IRBO7,840$270 12/31/2023
Stifel Financial Corp7,465$258 12/31/2023
     IRBO7,465$258 12/31/2023
HighTower Advisors LLC7,480$258 12/31/2023
     IRBO7,480$258 12/31/2023
Taylor Financial Group Inc.7,315$252 12/31/2023
     IRBO7,315$252 12/31/2023
PFG Advisors7,175$248 12/31/2023
     IRBO7,175$248 12/31/2023
Susquehanna International Group LLP6,788$234 12/31/2023
     IRBO6,788$234 12/31/2023
WMG Financial Advisors LLC6,655$230 12/31/2023
     IRBO6,655$230 12/31/2023
Creative Financial Designs Inc. ADV6,463$223 12/31/2023
     IRBO6,463$223 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,377$220 12/31/2023
     IRBO6,377$220 12/31/2023
Gemmer Asset Management LLC6,221$214 03/31/2024
     IRBO6,221$214 03/31/2024
Summit X LLC6,160$213 12/31/2023
     IRBO6,160$213 12/31/2023
Farther Finance Advisors LLC6,155$212 12/31/2023
     IRBO6,155$212 12/31/2023
Sunbelt Securities Inc.5,560$191 03/31/2024
     IRBO5,560$191 03/31/2024
The PNC Financial Services Group Inc.4,844$167 12/31/2023
     IRBO4,844$167 12/31/2023
Harbour Investments Inc.4,831$167 12/31/2023
     IRBO4,831$167 12/31/2023
Wells Fargo & Company MN4,716$163 12/31/2023
     IRBO4,716$163 12/31/2023
BNP Paribas Arbitrage SA4,234$146 12/31/2023
     IRBO4,234$146 12/31/2023
Principal Securities Inc.3,518$121 12/31/2023
     IRBO3,518$121 12/31/2023
Retirement Group LLC2,725$94 12/31/2023
     IRBO2,725$94 12/31/2023
Geneos Wealth Management Inc.2,599$90 12/31/2023
     IRBO2,599$90 12/31/2023
Concord Wealth Partners2,419$83 12/31/2023
     IRBO2,419$83 12/31/2023
GPS Wealth Strategies Group LLC2,251$78 12/31/2023
     IRBO2,251$78 12/31/2023
Steward Partners Investment Advisory LLC2,206$76 12/31/2023
     IRBO2,206$76 12/31/2023
Global Retirement Partners LLC1,980$68 03/31/2024
     IRBO1,980$68 03/31/2024
US Bancorp DE1,784$62 12/31/2023
     IRBO1,784$62 12/31/2023
IFP Advisors Inc1,756$61 12/31/2023
     IRBO1,756$61 12/31/2023
Farmers & Merchants Investments Inc.1,637$56 03/31/2024
     IRBO1,637$56 03/31/2024
National Bank of Canada FI1,670$56 12/31/2023
     IRBO1,670$56 12/31/2023
O Shaughnessy Asset Management LLC1,450$50 12/31/2023
     IRBO1,450$50 12/31/2023
Advisory Services Network LLC1,174$41 12/31/2023
     IRBO1,174$41 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC1,112$38 12/31/2023
     IRBO1,112$38 12/31/2023
Hazlett Burt & Watson Inc.1,030$35 03/31/2024
     IRBO1,030$35 03/31/2024
Center for Financial Planning Inc.1,029$35 03/31/2024
     IRBO1,029$35 03/31/2024
Salomon & Ludwin LLC981$34 12/31/2023
     IRBO981$34 12/31/2023
Family Asset Management LLC975$34 12/31/2023
     IRBO975$34 12/31/2023
Rockbridge Investment Management LCC960$33 12/31/2023
     IRBO960$33 12/31/2023
Baystate Wealth Management LLC938$32 12/31/2023
     IRBO938$32 12/31/2023
Glassman Wealth Services891$31 12/31/2023
     IRBO891$31 12/31/2023
Capital Investment Advisory Services LLC867$30 03/31/2024
     IRBO867$30 03/31/2024
Mascoma Wealth Management LLC858$30 12/31/2023
     IRBO858$30 12/31/2023
Allworth Financial LP850$29 03/31/2024
     IRBO850$29 03/31/2024
Simplex Trading LLC838$28 03/31/2024
     IRBO838$28 03/31/2024
PFS Partners LLC800$27 03/31/2024
     IRBO800$27 03/31/2024
Evermay Wealth Management LLC700$24 12/31/2023
     IRBO700$24 12/31/2023
FMR LLC572$20 12/31/2023
     IRBO572$20 12/31/2023
M&R Capital Management Inc.498$17 03/31/2024
     IRBO498$17 03/31/2024
Cranbrook Wealth Management LLC457$16 03/31/2024
     IRBO457$16 03/31/2024
Coastal Investment Advisors Inc.468$16 03/31/2024
     IRBO468$16 03/31/2024
Banque Cantonale Vaudoise470$16 03/31/2024
     IRBO470$16 03/31/2024
Coston McIsaac & Partners453$15 03/31/2024
     IRBO453$15 03/31/2024
West Paces Advisors Inc.400$14 03/31/2024
     IRBO400$14 03/31/2024
Signaturefd LLC375$13 12/31/2023
     IRBO375$13 12/31/2023
ORG Partners LLC353$12 12/31/2023
     IRBO353$12 12/31/2023
NBC Securities Inc.310$11 03/31/2024
     IRBO310$11 03/31/2024
ST Germain D J Co. Inc.290$10 03/31/2024
     IRBO290$10 03/31/2024
TD Waterhouse Canada Inc.300$10 12/31/2023
     IRBO300$10 12/31/2023
Princeton Global Asset Management LLC269$9 03/31/2024
     IRBO269$9 03/31/2024
Pacific Center for Financial Services259$9 12/31/2023
     IRBO259$9 12/31/2023
Toth Financial Advisory Corp210$7 03/31/2024
     IRBO210$7 03/31/2024
Parkside Financial Bank & Trust200$7 12/31/2023
     IRBO200$7 12/31/2023
HM Payson & Co.170$6 12/31/2023
     IRBO170$6 12/31/2023
Trust Co. of Vermont160$6 12/31/2023
     IRBO160$6 12/31/2023
Crewe Advisors LLC161$6 12/31/2023
     IRBO161$6 12/31/2023
JDM Financial Group LLC162$6 12/31/2023
     IRBO162$6 12/31/2023
Barrett & Company Inc.150$5 03/31/2024
     IRBO150$5 03/31/2024
Versant Capital Management Inc143$5 03/31/2024
     IRBO143$5 03/31/2024
Rise Advisors LLC150$5 03/31/2024
     IRBO150$5 03/31/2024
SOA Wealth Advisors LLC.147$5 03/31/2024
     IRBO147$5 03/31/2024
Global Wealth Strategies & Associates156$5 03/31/2024
     IRBO156$5 03/31/2024
YHB Investment Advisors Inc.110$4 03/31/2024
     IRBO110$4 03/31/2024
Key Financial Inc126$4 12/31/2023
     IRBO126$4 12/31/2023
Dunhill Financial LLC127$4 12/31/2023
     IRBO127$4 12/31/2023
Founders Capital Management100$3 03/31/2024
     IRBO100$3 03/31/2024
Howe & Rusling Inc.100$3 12/31/2023
     IRBO100$3 12/31/2023
Stone House Investment Management LLC82$3 12/31/2023
     IRBO82$3 12/31/2023
Vermillion & White Wealth Management Group LLC83$3 12/31/2023
     IRBO83$3 12/31/2023
Naples Money Management LLC100$3 12/31/2023
     IRBO100$3 12/31/2023
AlphaMark Advisors LLC58$2 03/31/2024
     IRBO58$2 03/31/2024
AdvisorNet Financial Inc71$2 03/31/2024
     IRBO71$2 03/31/2024
Spire Wealth Management70$2 03/31/2024
     IRBO70$2 03/31/2024
MeadowBrook Investment Advisors LLC60$2 12/31/2023
     IRBO60$2 12/31/2023
Aptus Capital Advisors LLC50$2 12/31/2023
     IRBO50$2 12/31/2023
Core Wealth Advisors Inc.54$2 12/31/2023
     IRBO54$2 12/31/2023
Fairfield Bush & CO.30$1 12/31/2023
     IRBO30$1 12/31/2023
Horizon Investments LLC16$1 12/31/2023
     IRBO16$1 12/31/2023
Beacon Capital Management LLC40$1 12/31/2023
     IRBO40$1 12/31/2023
Phillips Financial Management LLC10$0 03/31/2024
     IRBO10$0 03/31/2024
Cutler Group LP $0 03/31/2024
     Call900$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     IRBO0$0 12/31/2023

See Summary: Institutional Holders of IRBO
See Details: Top 10 Hedge Funds Holding IRBO
Also See: IRBO Holdings Changes

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