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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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            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
   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
   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
   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
   Biltmore Family Office LLC 65 - 2024-03-31 45,489 $1,430,000 2,571
   Kestra Advisory Services LLC 1044 - 2024-03-31 43,619 $1,371,000 -4,935
   Cetera Investment Advisers 2043 *New 2024-03-31 32,136 $1,010,000 32,136
   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
   H&H Retirement Design & Management INC 45 - 2024-03-31 26,892 $777,000 667
   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
   Laidlaw Wealth Management LLC 108 - 2024-03-31 15,614 $491,000 6,644
   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
   CX Institutional 458 - 2024-03-31 9,376 $295,000 9,376
   Highland Financial Advisors LLC 43 - 2024-03-31 8,638 $271,000 -2,703
   CREATIVE PLANNING 2364 - 2024-03-31 8,136 $256,000 477
   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
   SMITHFIELD TRUST CO 306 - 2024-03-31 7,390 $232,000 0
   Wealthfront Advisers LLC 828 - 2024-03-31 7,234 $227,000 -2,415
   GOLDMAN SACHS GROUP INC/ 4209 - 2024-03-31 7,098 $223,000 0
   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
   Peoples Bank/KS 119 - 2024-03-31 2,898 $91,000 41
   MCF Advisors LLC 317 - 2024-03-31 2,503 $79,000 0
   NBC SECURITIES INC. 1000 - 2024-03-31 2,487 $78,000 -380
   COMERICA BANK 2791 - 2024-03-31 1,350 $42,000 1,249
   NATIONAL BANK OF CANADA /FI/ 1640 - 2024-03-31 1,314 $41,000 -185
   PARKSIDE FINANCIAL BANK & TRUST 828 - 2024-03-31 1,229 $39,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1416 - 2024-03-31 971 $31,000 -1,528
   IFP Advisors Inc 1717 - 2023-12-31 869 $31,000 204
   KISTLERTIFFANY COMPANIES, LLC 565 - 2023-06-30 700 $29,000 8
   Westside Investment Management Inc. 435 - 2024-03-31 900 $28,000 -200
   Mascoma Wealth Management LLC 234 - 2024-03-31 857 $27,000 0
   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
   JNBA FINANCIAL ADVISORS 404 - 2024-03-31 585 $18,000 0
   MORRIS FINANCIAL CONCEPTS INC. 133 - 2024-03-31 569 $18,000 -200
   PSI Advisors LLC 410 - 2024-03-31 540 $17,000 -122
   SCBT FINANCIAL CORP 467 - 2024-03-31 525 $17,000 0
   ALPHAMARK ADVISORS LLC 460 - 2024-03-31 501 $16,000 0
   US BANCORP 3139 - 2024-03-31 500 $16,000 0
   Hilltop National Bank 582 - 2024-03-31 524 $16,000 0
   ICA Group Wealth Management LLC 800 - 2024-03-31 515 $16,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 541 - 2024-03-31 481 $15,000 0
   HANSON MCCLAIN, INC. 1946 - 2024-03-31 459 $14,000 0
   Spire Wealth Management 1655 - 2024-03-31 388 $12,000 0
   FMR LLC 4052 - 2024-03-31 366 $12,000 -83
   BAYSTATE WEALTH MANAGEMENT LLC 689 - 2023-12-31 324 $12,000 3
   PFS Partners LLC 262 - 2024-03-31 337 $11,000 0
   Farther Finance Advisors LLC 1715 - 2024-03-31 358 $11,000 318
   Goss Wealth Management LLC 2850 - 2024-03-31 313 $10,000 0
   Lumature Wealth Partners LLC 321 - 2023-06-30 200 $8,000 0
   Global Retirement Partners LLC 2196 - 2024-03-31 241 $8,000 -50
   Crewe Advisors LLC 655 - 2024-03-31 255 $8,000 0
   Tyler-Stone Wealth Management 666 - 2024-03-31 262 $8,000 0
   CWM LLC 3472 - 2024-03-31 214 $7,000 -2,076
   Versant Capital Management Inc 934 - 2024-03-31 200 $6,000 0
   PRINCIPAL SECURITIES INC. 2546 - 2024-03-31 173 $5,000 -35
   Pathway Financial Advisers LLC 398 - 2024-03-31 164 $5,000 0
   Steward Partners Investment Advisory LLC 3028 - 2024-03-31 150 $5,000 0
   SOA Wealth Advisors LLC. 622 - 2024-03-31 112 $4,000 0
   ARMSTRONG ADVISORY GROUP INC 667 - 2024-03-31 115 $4,000 0
   Federation des caisses Desjardins du Quebec 1979 - 2024-03-31 140 $4,000 0
   Larson Financial Group LLC 1271 - 2024-03-31 93 $3,000 0
   Emerald Investment Partners LLC 454 - 2024-03-31 89 $3,000 0
   Sargent Bickham Lagudis LLC 872 - 2022-12-31 56 $2,000 0
   Bay Harbor Wealth Management LLC 153 - 2024-03-31 50 $2,000 0
   Aptus Capital Advisors LLC 1117 - 2024-03-31 50 $2,000 0
   Able Wealth Management LLC 472 - 2023-12-31 63 $2,000 0
   GHP INVESTMENT ADVISORS INC 784 - 2024-03-31 21 $1,000 0
   Glassman Wealth Services 192 - 2024-03-31 19 $1,000 0
   City State Bank 685 - 2024-03-31 25 $1,000 0
   Evolution Advisers Inc. 178 - 2024-03-31 5 $1,000 0
   Caitlin John LLC 763 - 2023-12-31 21 $1,000 0
   Tradition Wealth Management LLC 589 *Closed 2024-03-31 0 $0 -106
   Kalos Management Inc. 151 *Closed 2023-06-30 0 $0 -28
   PROEQUITIES INC. 2844 - 2024-03-31 0 $0 0
   J P MORGAN CHASE & CO 5581 - 2024-03-31 207 $0 161
   CFG ASSET MANAGEMENT LLC 408 - 2024-03-31 1 $0 0
   Sentinus LLC 182 *Closed 2024-03-31 0 $0 -5,247
   Carmichael Hill & Associates Inc. 651 *Closed 2024-03-31 0 $0 -259
  100 Records found
  1    
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