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Disclosery

IDRV ISHARES TR

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CMN (fund)

78 managers (78 13F filers) reported a position in IDRV shares at 2025-03-31, 1,577,966 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
78
13F filers
78
New
5
Added
13
Reduced
27
Sold out
9
Shares held by filers
1,577,966

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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,…464,036$13.6M0.01%-1,13613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC196,018$5.73M0.01%+10,21613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY120,091$3.51M<0.01%+12,16013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/101,843$2.98M<0.01%-10,64113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,010$2.63M<0.01%-16,91513F-HR/ATimelineGroup
LPL Financial LLC59,150$1.73M<0.01%-4,46313F-HRTimeline
CX Institutional55,347$1.62M0.06%-114,12913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,764$1.51M<0.01%-10,71213F-HRTimelineGroup
UBS Group AGin group UBS Group AG49,459$1.45M<0.01%+12,24413F-HRTimelineGroup
Strategic Advocates LLC44,606$1.3M0.45%+10,80713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,389$1.21M<0.01%-17,78013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC38,838$1.14M<0.01%+3,13713F-HRTimeline
Biltmore Family Office, LLC35,891$1.05M0.18%013F-HRTimeline
One Wealth Map LLC30,511$819K0.55%+913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,307$740K-3,007Timeline
Cetera Investment Advisers24,819$725K<0.01%-1,91513F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,320$565K0.02%+4,37913F-HRTimeline
Wealthfront Advisers LLC19,081$558K<0.01%+1,57013F-HRTimeline
Florin Court Capital LLP13,385$391K0.41%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,460$364K<0.01%+62613F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC11,161$326K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,546$308K<0.01%-17,25713F-HRTimelineGroup
HighTower Advisors, LLC9,285$271K<0.01%-1,12313F-HRTimeline
Cambridge Investment Research Advisors,…7,890$231K<0.01%-2,03013F-HRTimeline
Creative Planningin group Creative Planning7,295$213K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,677$195K<0.01%-313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,521$193K<0.01%-1,27513F-HR/ATimelineGroup
Geneos Wealth Management Inc.3,844$112K<0.01%+2,48213F-HRTimeline
Peoples Bank/KS2,224$65K0.04%-35413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,779$52K<0.01%-29,10213F-HRTimelineGroup
LANARK FINANCIAL, INC.1,730$50K<0.01%+1,72913F-HRTimeline
MCF Advisors LLC1,597$46.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,420$41.5K<0.01%013F-HRTimelineGroup
COMERICA BANK1,300$38K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,287$37.6K<0.01%-70713F-HRTimeline
Parkside Financial Bank & Trust1,258$36.8K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC953$27.9K0.03%-1013F-HRTimeline
GPS Wealth Strategies Group, LLC663$19.4K<0.01%-93413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/563$16.5K<0.01%-1,18313F-HRTimelineGroup
AE Wealth Management LLC545$15.9K<0.01%-6913F-HRTimeline
Plante Moran Financial Advisors, LLC541$15.8K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.539$15.8K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp525$15.3K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc506$14.8K<0.01%-24213F-HRTimeline
Olde Wealth Management, LLC508$14K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC400$11.7K<0.01%-15213F-HRTimelineGroup
PFS Partners, LLC344$10.1K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC368$10K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…283$8.27K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC189$6K<0.01%-1013F-HRTimelineGroup
Mascoma Wealth Management LLC165$4.82K<0.01%-69213F-HRTimeline
Allworth Financial LP159$4.61K<0.01%013F-HRTimeline
CoreCap Advisors, LLC150$4.38K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC121$3.56K<0.01%+6313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC115$3.36K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC115$3.36K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC111$3.25K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV106$3.09K<0.01%013F-HRTimeline
Roxbury Financial LLC101$3.09K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$2.92K<0.01%013F-HRTimeline
Larson Financial Group LLC93$2.72K<0.01%013F-HRTimeline
WealthShield Partners, LLC89$2.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC83$2.43K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA60$1.75K<0.01%-24713F-HRTimeline
Ridgewood Investments LLC60$1.75K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC50$1.46K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC50$1.46K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…32$935<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27$812<0.01%+1713F-HRTimelineGroup
City State Bank25$731<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.22$629<0.01%013F-HRTimeline
PSI Advisors, LLC20$585<0.01%-31613F-HRTimeline
Glassman Wealth Services19$563<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.12$344<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC9$251<0.01%013F-HRTimeline
NewSquare Capital LLC1$19<0.01%013F-HRTimeline
Evolution Advisers, Inc.5$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.