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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/ 1804 - 2023-12-31 548,660 $19,604,000 41,127
   JANE STREET GROUP LLC 625 - 2023-12-31 468,793 $16,750,000 286,394
   MORGAN STANLEY 3970 - 2023-12-31 116,971 $4,179,000 -10,652
   AMERIPRISE FINANCIAL INC 2437 - 2023-12-31 113,892 $4,063,000 6,195
   LPL FINANCIAL CORP 2037 - 2024-03-31 111,759 $3,513,000 -24,142
   BALYASNY ASSET MANAGEMENT LLC 913 *New 2023-12-31 80,823 $2,888,000 80,823
   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
   UBS Group AG 2746 - 2023-12-31 61,269 $2,189,000 4,497
   COMMONWEALTH EQUITY SERVICES LLC. 1736 - 2024-03-31 67,026 $2,107,000 -2,689
   BANK OF MONTREAL /CAN/ 1357 - 2023-12-31 53,038 $1,920,000 46,065
   FINANCIAL ARCHITECTS INC 76 - 2023-06-30 46,736 $1,912,000 -3,733
   Kestra Advisory Services LLC 854 - 2023-12-31 48,554 $1,735,000 12,498
   ROYAL BANK OF CANADA 2675 - 2023-12-31 47,402 $1,693,000 -3,199
   Biltmore Family Office LLC 54 *New 2023-12-31 42,918 $1,533,000 42,918
   CITADEL ADVISORS LLC 2619 - 2023-12-31 39,485 $1,411,000 -40,116
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 904 - 2023-12-31 33,789 $1,207,000 -21,163
   FINANCIAL NETWORK 1323 - 2023-12-31 30,000 $1,072,000 -540
   H&H Retirement Design & Management INC 45 - 2024-03-31 26,892 $777,000 667
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2303 - 2024-03-31 15,136 $476,000 -16,636
   MARINER WEALTH ADVISORS, LLC 1976 - 2023-12-31 13,049 $466,000 -1,405
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3523 - 2024-03-31 14,650 $460,000 -136,416
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 591 - 2023-12-31 11,670 $417,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2645 - 2024-03-31 12,815 $403,000 -5,100
   SWEENEY & MICHEL LLC 71 - 2023-09-30 12,067 $396,000 -38,599
   THRIVENT FINANCIAL FOR LUTHERANS 2212 - 2023-12-31 10,456 $374,000 -278
   MML INVESTORS SERVICES LLC 1988 - 2023-12-31 9,218 $329,000 -3,553
   Laidlaw Wealth Management LLC 176 - 2023-12-31 8,970 $320,000 -10,217
   CX Institutional 458 - 2024-03-31 9,376 $295,000 9,376
   ENVESTNET ASSET MANAGEMENT INC 3623 - 2023-12-31 8,050 $288,000 693
   CREATIVE PLANNING 2143 - 2023-12-31 7,659 $274,000 -2,088
   Highland Financial Advisors LLC 43 - 2024-03-31 8,638 $271,000 -2,703
   GOLDMAN SACHS GROUP INC/ 4119 - 2023-12-31 7,098 $254,000 0
   Merit Financial Group LLC 779 - 2024-03-31 7,591 $238,000 -51,223
   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
   Apollon Wealth Management LLC 998 - 2024-03-31 7,018 $221,000 -354
   Sentinus LLC 181 - 2023-06-30 5,247 $215,000 4
   HARBOUR INVESTMENTS INC. 900 - 2023-12-31 5,018 $179,000 -1,057
   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
   Family Asset Management LLC 122 - 2023-12-31 1,975 $71,000 0
   NATIONAL BANK OF CANADA /FI/ 1582 - 2023-12-31 1,499 $52,000 -223
   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
   ICA Group Wealth Management LLC 755 - 2023-12-31 515 $18,000 515
   PSI Advisors LLC 410 - 2024-03-31 540 $17,000 -122
   SCBT FINANCIAL CORP 467 - 2024-03-31 525 $17,000 0
   FMR LLC 3889 - 2023-12-31 449 $16,000 -606
   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
   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
   BAYSTATE WEALTH MANAGEMENT LLC 689 - 2023-12-31 324 $12,000 3
   PFS Partners LLC 262 - 2024-03-31 337 $11,000 0
   Goss Wealth Management LLC 2793 - 2023-12-31 313 $11,000 0
   Crewe Advisors LLC 214 - 2023-12-31 255 $9,000 0
   Tyler-Stone Wealth Management 637 - 2023-12-31 262 $9,000 2
   Lumature Wealth Partners LLC 321 - 2023-06-30 200 $8,000 0
   Global Retirement Partners LLC 2196 - 2024-03-31 241 $8,000 -50
   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
   Steward Partners Investment Advisory LLC 2942 - 2023-12-31 150 $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
   COMERICA BANK 3324 - 2023-12-31 101 $4,000 -256
   Tradition Wealth Management LLC 1193 - 2023-12-31 106 $4,000 -517
   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
   Aptus Capital Advisors LLC 855 *New 2023-12-31 50 $2,000 50
   Bay Harbor Wealth Management LLC 153 - 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
   Farther Finance Advisors LLC 2832 - 2023-12-31 40 $1,000 -1
   Caitlin John LLC 763 - 2023-12-31 21 $1,000 0
   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
   CAPTRUST FINANCIAL ADVISORS 2651 *Closed 2023-12-31 0 $0 -5,673
  100 Records found
  1    
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