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Get Institutions for : 
Ishares Self-driving Ev And Tech Etf (IDRV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    7
Total shares held : 
 2,589,778  
% of shares held : 
 28.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 407,637  
% of shares held change : 
   4.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 133,596
 5.16%
 
Increased Positions :
24
 545,805
 21.08%
 
Unchanged Positions :
30
 36,250
 1.4%
 
Decreased Positions :
35
-199,166
-7.69%
 
Closed Positions :
15
-72,598
-2.8%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1991 - 2024-03-31 591,991 $18,606,000 43,331
   AMERIPRISE FINANCIAL INC 2328 - 2024-03-31 153,590 $4,818,000 39,698
   MONUMENTAL FINANCIAL GROUP INC. 15 - 2024-03-31 87,646 $2,755,000 17,825
   RWM Asset Management LLC 58 - 2024-03-31 73,768 $2,319,000 3,772
   Biltmore Family Office LLC 65 - 2024-03-31 45,489 $1,430,000 2,571
   H&H Retirement Design & Management INC 45 - 2024-03-31 26,892 $777,000 667
   Laidlaw Wealth Management LLC 108 - 2024-03-31 15,614 $491,000 6,644
   CX Institutional 458 - 2024-03-31 9,376 $295,000 9,376
   CREATIVE PLANNING 2364 - 2024-03-31 8,136 $256,000 477
   Peoples Bank/KS 119 - 2024-03-31 2,898 $91,000 41
   COMERICA BANK 2791 - 2024-03-31 1,350 $42,000 1,249
   IFP Advisors Inc 1717 - 2023-12-31 869 $31,000 204
   KISTLERTIFFANY COMPANIES, LLC 565 - 2023-06-30 700 $29,000 8
   BAYSTATE WEALTH MANAGEMENT LLC 689 - 2023-12-31 324 $12,000 3
   Farther Finance Advisors LLC 1715 - 2024-03-31 358 $11,000 318
   J P MORGAN CHASE & CO 5581 - 2024-03-31 207 $0 161
  16 Records found
  1    
  Page 1 of 1
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