Institutional Ownership Ishares Tr Self Driving Ev & T (IDRV)
This table provides information about the institutional ownership of Ishares Tr Self Driving Ev & T (IDRV). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 1.61 Million shares, which have been reported (via 13F filing form) to have a value of $47.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
700
shares
|
$20,860
0.0% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
569
shares
|
$16,956
0.01% of portfolio
|
Q1 2024
Reduced 26.01%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
546
shares
|
$16,270
0.01% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
534
shares
|
$15,913
0.0% of portfolio
|
Q2 2024
Added 11.02%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
525
shares
|
$15,645
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
524
shares
|
$15,615
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
515
shares
|
$15,347
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
400
shares
|
$11,920
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
388
shares
|
$11,562
0.0% of portfolio
|
Q2 2022
Reduced 48.68%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
341
shares
|
$10,161
0.01% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
324
shares
|
$9,655
0.0% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
307
shares
|
$9,148
0.0% of portfolio
|
Q2 2024
Reduced 33.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
283
shares
|
$8,433
0.0% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
283
shares
|
$8,433
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
273
shares
|
$8,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
253
shares
|
$7,539
0.0% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
248
shares
|
$7,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
214
shares
|
$6,377
0.0% of portfolio
|
Q1 2024
Reduced 90.66%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
200
shares
|
$5,960
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
161
shares
|
$4,797
0.0% of portfolio
|
Q2 2024
Reduced 6.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
150
shares
|
$4,470
0.0% of portfolio
|
Q2 2023
Reduced 19.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
150
shares
|
$4,470
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
115
shares
|
$3,427
0.0% of portfolio
|
Q3 2023
Reduced 35.39%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
112
shares
|
$3,337
0.0% of portfolio
|
Q3 2024
Reduced 44.83%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
105
shares
|
$3,129
0.0% of portfolio
|
Q3 2024
Reduced 74.51%
|