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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
   JANE STREET GROUP LLC 1495 - 2024-03-31 125,673 $3,950,000 -343,120
   MORGAN STANLEY 4080 - 2024-03-31 114,233 $3,590,000 -2,738
   LPL FINANCIAL CORP 2037 - 2024-03-31 111,759 $3,513,000 -24,142
   COMMONWEALTH EQUITY SERVICES LLC. 1736 - 2024-03-31 67,026 $2,107,000 -2,689
   FINANCIAL ARCHITECTS INC 76 - 2023-06-30 46,736 $1,912,000 -3,733
   Kestra Advisory Services LLC 1044 - 2024-03-31 43,619 $1,371,000 -4,935
   FINANCIAL NETWORK 1521 - 2024-03-31 28,992 $911,000 -1,008
   CITADEL ADVISORS LLC 3259 - 2024-03-31 26,290 $826,000 -13,195
   ROYAL BANK OF CANADA 3189 - 2024-03-31 23,893 $752,000 -23,509
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1097 - 2024-03-31 23,558 $740,000 -10,231
   Advisor Group Holdings Inc. 2801 - 2024-03-31 18,419 $579,000 -2,111
   TCG Advisory Services LLC 257 - 2024-03-31 17,390 $547,000 -509
   HIGHTOWER ADVISORS, LLC 2184 - 2024-03-31 17,329 $544,000 -13,537
   WELLS FARGO & CO/MN 3366 - 2024-03-31 16,527 $519,000 -9,168
   UBS Group AG 4065 - 2024-03-31 16,325 $513,000 -44,944
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2303 - 2024-03-31 15,136 $476,000 -16,636
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3523 - 2024-03-31 14,650 $460,000 -136,416
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2645 - 2024-03-31 12,815 $403,000 -5,100
   MARINER WEALTH ADVISORS, LLC 2264 - 2024-03-31 11,697 $368,000 -1,352
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 646 - 2024-03-31 9,561 $300,000 -2,109
   Highland Financial Advisors LLC 43 - 2024-03-31 8,638 $271,000 -2,703
   Merit Financial Group LLC 779 - 2024-03-31 7,591 $238,000 -51,223
   THRIVENT FINANCIAL FOR LUTHERANS 2351 - 2024-03-31 7,497 $236,000 -2,959
   PNC FINANCIAL SERVICES GROUP INC 2050 - 2024-03-31 7,520 $236,000 -3,982
   Wealthfront Advisers LLC 828 - 2024-03-31 7,234 $227,000 -2,415
   Apollon Wealth Management LLC 998 - 2024-03-31 7,018 $221,000 -354
   ENVESTNET ASSET MANAGEMENT INC 3897 - 2024-03-31 6,539 $206,000 -1,511
   HARBOUR INVESTMENTS INC. 900 - 2023-12-31 5,018 $179,000 -1,057
   BANK OF MONTREAL /CAN/ 2702 - 2024-03-31 5,360 $174,000 -47,678
   NBC SECURITIES INC. 1000 - 2024-03-31 2,487 $78,000 -380
   NATIONAL BANK OF CANADA /FI/ 1640 - 2024-03-31 1,314 $41,000 -185
   Nelson Van Denburg & Campbell Wealth Management Gr 1416 - 2024-03-31 971 $31,000 -1,528
   Westside Investment Management Inc. 435 - 2024-03-31 900 $28,000 -200
   CREATIVE FINANCIAL DESIGNS INC /ADV 956 - 2024-03-31 656 $21,000 -169
   Geneos Wealth Management Inc. 1357 - 2024-03-31 642 $20,000 -175
   MORRIS FINANCIAL CONCEPTS INC. 133 - 2024-03-31 569 $18,000 -200
   PSI Advisors LLC 410 - 2024-03-31 540 $17,000 -122
   FMR LLC 4052 - 2024-03-31 366 $12,000 -83
   Global Retirement Partners LLC 2196 - 2024-03-31 241 $8,000 -50
   CWM LLC 3472 - 2024-03-31 214 $7,000 -2,076
   PRINCIPAL SECURITIES INC. 2546 - 2024-03-31 173 $5,000 -35
  41 Records found
  1    
  Page 1 of 1
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