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Disclosery

IDRV ISHARES TR

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CMN (fund)

73 managers (73 13F filers) reported a position in IDRV shares at 2026-06-30, 985,186 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
73
13F filers
73
New
11
Added
15
Reduced
24
Sold out
7
Shares held by filers
985,186

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…188,566$7.18M<0.01%-3,82413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY151,789$5.78M<0.01%+12,41013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.102,008$3.89M0.04%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/69,424$2.65M<0.01%-5,93413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,327$2.6M<0.01%-11013F-HRTimelineGroup
LPL Financial LLC51,757$1.97M<0.01%-16813F-HRTimeline
Biltmore Family Office, LLC39,361$1.5M0.2%-6,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,610$1.17M<0.01%new13F-HRTimelineGroup
One Wealth Map LLC32,939$1.16M0.54%+99213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN28,207$1.07M<0.01%+20,00213F-HRTimelineGroup
CX Institutional25,967$989K0.03%-74813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,488$781K<0.01%-89113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,778$754K<0.01%+1,30113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,159$654K<0.01%+1,74613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,647$520K<0.01%-2,03113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,090$483K<0.01%+1,00513F-HRTimelineGroup
Cetera Investment Advisers12,637$481K<0.01%-5,27413F-HRTimeline
Wealthfront Advisers LLC12,632$481K<0.01%-20213F-HRTimeline
UBS Group AGin group UBS Group AG11,298$430K<0.01%+1,53613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,629$406K<0.01%-14813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,759$397K<0.01%-73513F-HRTimeline
Merit Financial Group, LLC8,917$340K<0.01%-46313F-HR/ATimeline
Creative Planningin group Creative Planning6,312$241K<0.01%-1813F-HRTimelineGroup
WealthSpring Partners, LLC6,125$233K0.2%+22713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,783$220K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,532$211K<0.01%-9913F-HRTimelineGroup
Integrated Wealth Concepts LLC2,717$104K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,252$85.8K<0.01%+1,22213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,267$85.8K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,634$62.3K<0.01%013F-HRTimeline
MCF Advisors LLC1,597$60.8K<0.01%013F-HRTimeline
Smithfield Trust Co1,135$43K<0.01%013F-HRTimeline
Kilter Group LLC1,000$38.1K0.01%013F-HRTimeline
IFG Advisory, LLC910$34.7K<0.01%new13F-HRTimeline
CDKV HOLDINGS LLC780$29.7K0.02%+613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/740$28.2K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC555$21.2K<0.01%+413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp525$20K<0.01%013F-HRTimelineGroup
Hilltop National Bank524$20K<0.01%013F-HRTimeline
IFP Advisors, Inc508$19.4K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC382$14.6K<0.01%+14013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.379$14.4K<0.01%-10013F-HRTimeline
PFS Partners, LLC352$13.4K0.01%+213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.300$11.4K<0.01%-23913F-HRTimeline
Hurley Capital, LLC300$11.4K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…282$10.7K<0.01%-7213F-HRTimelineGroup
Strategic Advocates LLC250$9.53K0.04%-15113F-HRTimeline
Geneos Wealth Management Inc.220$8.38K<0.01%-2213F-HRTimeline
Global Retirement Partners, LLC213$8.13K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC206$7.85K<0.01%013F-HRTimeline
Allworth Financial LP159$6.06K<0.01%013F-HRTimeline
CoreCap Advisors, LLC150$5.71K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…149$5.7K<0.01%-24213F-HRTimelineGroup
Accordant Advisory Group Inc132$5.03K<0.01%-113,54313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV124$4.72K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC115$4.38K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC115$4.38K<0.01%013F-HRTimeline
Roxbury Financial LLC103$3.91K<0.01%+113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC87$3.33K<0.01%new13F-HRTimelineGroup
Bay Harbor Wealth Management, LLC50$1.91K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45$1.71K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC43$1.64K<0.01%-5013F-HRTimeline
City State Bank25$953<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.22$842<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC22$838<0.01%new13F-HRTimeline
AE Wealth Management LLC22$838<0.01%013F-HRTimeline
Glassman Wealth Services20$754<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.12$461<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC9$336<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.5$191<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3$114<0.01%-14213F-HRTimelineGroup
Financial Life Planners0$16<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Evolution Advisers, Inc.5$00%013F-HRTimelineValue filed as zero, left out of ratios.