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 93 institutions that hold shares in the stock, with a total of 1.64 Million shares, which have been reported (via 13F filing form) to have a value of $48.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
541
shares
|
$15,981
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
539
shares
|
$15,922
0.01% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
525
shares
|
$15,508
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
524
shares
|
$15,478
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
515
shares
|
$15,213
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
400
shares
|
$11,816
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
344
shares
|
$10,161
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
336
shares
|
$9,925
0.0% of portfolio
|
Q4 2024
Reduced 38.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
324
shares
|
$9,570
0.0% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
307
shares
|
$9,068
0.0% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
283
shares
|
$8,359
0.0% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
283
shares
|
$8,359
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
253
shares
|
$7,473
0.0% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
248
shares
|
$7,325
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
200
shares
|
$5,908
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
199
shares
|
$5,878
0.0% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
159
shares
|
$4,696
0.0% of portfolio
|
Q4 2024
Reduced 48.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
150
shares
|
$4,431
0.0% of portfolio
|
Q2 2023
Reduced 19.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
150
shares
|
$4,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
115
shares
|
$3,397
0.0% of portfolio
|
Q3 2023
Reduced 35.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
111
shares
|
$3,278
0.0% of portfolio
|
Q4 2024
Reduced 31.06%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
105
shares
|
$3,101
0.0% of portfolio
|
Q3 2024
Reduced 74.51%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
101
shares
|
$2,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
94
shares
|
$2,776
0.0% of portfolio
|
Q2 2024
Reduced 81.24%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
93
shares
|
$2,747
0.0% of portfolio
|
Q2 2022
New holding
|