— Know what they know.
Not Investment Advice

IDRV Institutional Ownership

iShares Self-Driving EV and Tech ETF
1W: -2.3% 1M: -8.6% 3M: -14.6% YTD: -14.5% 1Y: -10.8% 3Y: -3.9% 5Y: -26.8%
$32.94
+0.26 (+0.80%)
 
Weekly Expected Move ±2.5%
$31 $32 $33 $34 $35
ETF AMEX · AUM $124.8M

Institutional Ownership — IDRV

81
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
13
New Positions
15
Increased
32
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (87 total)

# Holder Shares Value Change Change % Holding Period Filing
1 PNC Financial Services Group, Inc. 188,566 6M -3,824 -2.0% 15Q SEC ↗
2 MORGAN STANLEY 151,789 5M +12,410 +8.9% 24Q SEC ↗
3 Stratos Wealth Partners, LTD. NEW 102,008 3M — +0.0% 1Q SEC ↗
4 BANK OF AMERICA CORP /DE 69,424 2M -5,934 -7.9% 15Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 68,327 2M -110 -0.2% 18Q SEC ↗
6 LPL Financial LLC 51,757 2M -168 -0.3% 24Q SEC ↗
7 Biltmore Family Office, LLC 39,361 1M -6,000 -13.2% 11Q SEC ↗
8 One Wealth Map LLC 32,939 1M +992 +3.1% 14Q SEC ↗
9 GOLDMAN SACHS GROUP INC NEW 30,610 1M — +0.0% 1Q SEC ↗
10 WELLS FARGO & COMPANY/MN 28,207 929K +20,002 +243.8% 21Q SEC ↗
11 CX Institutional 25,967 855K -748 -2.8% 10Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 20,488 675K -891 -4.2% 24Q SEC ↗
13 JANE STREET GROUP, LLC 19,778 651K +1,301 +7.0% 24Q SEC ↗
14 AMERIPRISE FINANCIAL INC 17,159 565K +1,746 +11.3% 16Q SEC ↗
15 Kestra Advisory Services, LLC 13,647 450K -2,031 -13.0% 23Q SEC ↗
16 JONES FINANCIAL COMPANIES LLLP 13,090 431K +1,005 +8.3% 9Q SEC ↗
17 Cetera Investment Advisers 12,637 416K -5,274 -29.4% 10Q SEC ↗
18 Wealthfront Advisers LLC 12,632 416K -202 -1.6% 20Q SEC ↗
19 UBS Group AG 11,298 372K +1,536 +15.7% 20Q SEC ↗
20 WEALTH ENHANCEMENT ADVISORY SERVICES, 10,759 354K -735 -6.4% 2Q SEC ↗
21 ROYAL BANK OF CANADA 10,629 350K -148 -1.4% 28Q SEC ↗
22 Merit Financial Group, LLC 8,917 294K -463 -4.9% 5Q SEC ↗
23 Creative Planning 6,312 208K -18 -0.3% 7Q SEC ↗
24 WealthSpring Partners, LLC 6,125 202K +227 +3.8% 3Q SEC ↗
25 RAYMOND JAMES FINANCIAL INC NEW 5,783 190K — +0.0% 1Q SEC ↗
26 OSAIC HOLDINGS, INC. 5,532 182K -99 -1.8% 25Q SEC ↗
27 Integrated Wealth Concepts LLC NEW 2,717 89K — +0.0% 1Q SEC ↗
28 Allspring Global Investments Holdings, NEW 2,267 75K — +0.0% 1Q SEC ↗
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 2,252 74K +1,222 +118.6% 20Q SEC ↗
30 LANARK FINANCIAL, INC. 1,634 54K — +0.0% 12Q SEC ↗
31 MCF Advisors LLC 1,597 53K — +0.0% 18Q SEC ↗
32 Smithfield Trust Co 1,135 37K — +0.0% 5Q SEC ↗
33 Kilter Group LLC 1,000 33K — +0.0% 5Q SEC ↗
34 IFG Advisory, LLC NEW 910 30K — +0.0% 1Q SEC ↗
35 CDKV HOLDINGS LLC 780 26K +6 +0.8% 3Q SEC ↗
36 BANK OF MONTREAL /CAN 740 24K — +0.0% 23Q SEC ↗
37 Plante Moran Financial Advisors, LLC 555 18K +4 +0.7% 20Q SEC ↗
38 SouthState Bank Corp 525 17K — +0.0% 14Q SEC ↗
39 Hilltop National Bank 524 17K — +0.0% 5Q SEC ↗
40 IFP Advisors, Inc 508 17K +1 +0.2% 18Q SEC ↗
41 CWM, LLC 486 16K +288 +145.5% 18Q SEC ↗
42 FMR LLC 382 13K +140 +57.9% 22Q SEC ↗
43 HARBOUR INVESTMENTS, INC. 379 12K -100 -20.9% 17Q SEC ↗
44 PFS Partners, LLC 352 12K +2 +0.6% 19Q SEC ↗
45 Hurley Capital, LLC NEW 300 10K — +0.0% 1Q SEC ↗
46 MORRIS FINANCIAL CONCEPTS, INC. 300 10K -239 -44.3% 14Q SEC ↗
47 FIFTH THIRD BANCORP 282 9K -72 -20.3% 2Q SEC ↗
48 Strategic Advocates LLC 250 8K -151 -37.7% 9Q SEC ↗
49 Geneos Wealth Management Inc. 220 7K -22 -9.1% 23Q SEC ↗
50 Global Retirement Partners, LLC NEW 213 7K — +0.0% 1Q SEC ↗
Biggest Increases (16)
HolderAddedChange %Total Shares
WELLS FARGO & COMPANY/MN +20,002 +243.8% 28,207
MORGAN STANLEY +12,410 +8.9% 151,789
AMERIPRISE FINANCIAL INC +1,746 +11.3% 17,159
UBS Group AG +1,536 +15.7% 11,298
JANE STREET GROUP, LLC +1,301 +7.0% 19,778
NORTHWESTERN MUTUAL WEALTH MANAGEME +1,222 +118.6% 2,252
JONES FINANCIAL COMPANIES LLLP +1,005 +8.3% 13,090
One Wealth Map LLC +992 +3.1% 32,939
CWM, LLC +288 +145.5% 486
WealthSpring Partners, LLC +227 +3.8% 6,125
FMR LLC +140 +57.9% 382
CDKV HOLDINGS LLC +6 +0.8% 780
Plante Moran Financial Advisors, LL +4 +0.7% 555
PFS Partners, LLC +2 +0.6% 352
Roxbury Financial LLC +1 +1.0% 103
IFP Advisors, Inc +1 +0.2% 508
Biggest Decreases (20)
HolderReducedChange %Total Shares
Accordant Advisory Group Inc -113,543 -99.9% 132
Biltmore Family Office, LLC -6,000 -13.2% 39,361
BANK OF AMERICA CORP /DE -5,934 -7.9% 69,424
Cetera Investment Advisers -5,274 -29.4% 12,637
PNC Financial Services Group, Inc. -3,824 -2.0% 188,566
Kestra Advisory Services, LLC -2,031 -13.0% 13,647
COMMONWEALTH EQUITY SERVICES, LLC -891 -4.2% 20,488
CX Institutional -748 -2.8% 25,967
WEALTH ENHANCEMENT ADVISORY SERVICE -735 -6.4% 10,759
Merit Financial Group, LLC -463 -4.9% 8,917
Rockefeller Capital Management L.P. -242 -61.9% 149
MORRIS FINANCIAL CONCEPTS, INC. -239 -44.3% 300
Wealthfront Advisers LLC -202 -1.6% 12,632
LPL Financial LLC -168 -0.3% 51,757
Strategic Advocates LLC -151 -37.7% 250
ROYAL BANK OF CANADA -148 -1.4% 10,629
Russell Investments Group, Ltd. -142 -97.9% 3
SUSQUEHANNA INTERNATIONAL GROUP, LL -110 -0.2% 68,327
HARBOUR INVESTMENTS, INC. -100 -20.9% 379
OSAIC HOLDINGS, INC. -99 -1.8% 5,532

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms