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Disclosery

IDRV ISHARES TR

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CMN (fund)

79 managers (79 13F filers) reported a position in IDRV shares at 2025-06-30, 1,554,912 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
79
13F filers
79
New
10
Added
18
Reduced
23
Sold out
10
Shares held by filers
1,554,912

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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,…403,324$12.3M0.01%-60,71213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY116,270$3.56M<0.01%-3,82113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC105,623$3.23M<0.01%-90,39513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,620$2.8M<0.01%-10,22313F-HRTimelineGroup
Accordant Advisory Group Inc85,015$2.6M1.94%new13F-HRTimeline
WINNACLE WEALTH LLC85,015$2.6M1.94%new13F-HRTimeline
GTS SECURITIES LLC56,840$1.74M0.08%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC55,813$1.71M<0.01%-34,19713F-HRTimelineGroup
LPL Financial LLC54,967$1.68M<0.01%-4,18313F-HRTimeline
UBS Group AGin group UBS Group AG49,647$1.52M<0.01%+18813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,745$1.34M<0.01%+2,35613F-HRTimelineGroup
Strategic Advocates LLC43,296$1.32M0.39%-1,31013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,327$1.14M<0.01%-14,43713F-HRTimelineGroup
One Wealth Map LLC32,505$1.1M0.6%+1,99413F-HRTimeline
Biltmore Family Office, LLC35,522$1.09M0.18%-36913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,830$943K<0.01%-8,00813F-HRTimeline
CX Institutional30,078$920K0.03%-25,26913F-HR/ATimeline
Cetera Investment Advisers24,680$755K<0.01%-13913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,507$658K<0.01%-3,80013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC21,191$648K0.02%+1,87113F-HRTimeline
Moran Wealth Management, LLC16,758$512K0.02%new13F-HRTimeline
Wealthfront Advisers LLC15,981$489K<0.01%-3,10013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,571$383K<0.01%+11113F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC11,449$350K<0.01%+28813F-HRTimelineGroup
Merit Financial Group, LLC9,393$287K<0.01%new13F-HRTimeline
HighTower Advisors, LLC9,387$287K<0.01%+10213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,138$250K<0.01%+1,61713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,029$246K<0.01%-2,51713F-HRTimelineGroup
Creative Planningin group Creative Planning7,098$217K<0.01%-19713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,630$203K<0.01%-4713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,906$119K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,771$54K<0.01%+4113F-HRTimeline
MCF Advisors LLC1,597$48.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,520$46.5K<0.01%+10013F-HRTimelineGroup
Geneos Wealth Management Inc.1,362$41.7K<0.01%-2,48213F-HRTimeline
COMERICA BANK1,300$39.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,288$39.4K<0.01%+113F-HRTimeline
Parkside Financial Bank & Trust1,259$38.5K<0.01%+113F-HRTimeline
Smithfield Trust Co1,135$35K<0.01%new13F-HRTimeline
Kilter Group LLC1,000$30.6K0.01%new13F-HRTimeline
Innovative Advisory Group, LLC953$29.1K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…810$24.8K<0.01%-96913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/563$17.2K<0.01%013F-HR/ATimelineGroup
Plante Moran Financial Advisors, LLC546$16.7K<0.01%+513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.539$16.5K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp525$16.1K<0.01%013F-HRTimelineGroup
Hilltop National Bank524$16K<0.01%13F-HRTimeline
IFP Advisors, Inc507$15.5K<0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC435$13.3K<0.01%-22813F-HRTimeline
FMR LLCin group FMR LLC385$11.8K<0.01%-1513F-HRTimelineGroup
AE Wealth Management LLC355$10.9K<0.01%-19013F-HRTimeline
PFS Partners, LLC347$10.6K0.01%+313F-HRTimeline
CWM, LLCin group CWM, LLC198$6K<0.01%+913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC177$5.41K<0.01%+6613F-HRTimelineGroup
Allworth Financial LP159$4.86K<0.01%013F-HRTimeline
CoreCap Advisors, LLC150$4.59K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…145$4.43K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC121$3.7K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC115$3.52K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC115$3.52K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV107$3.27K<0.01%+113F-HRTimeline
Roxbury Financial LLC101$3.09K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$3.06K<0.01%013F-HRTimeline
Larson Financial Group LLC93$2.84K<0.01%013F-HRTimeline
Global Retirement Partners, LLC91$2.78K<0.01%13F-HRTimeline
WealthShield Partners, LLC89$2.72K<0.01%013F-HRTimeline
Ridgewood Investments LLC60$1.83K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC50$1.53K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC50$1.53K<0.01%013F-HRTimeline
City State Bank25$765<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.22$665<0.01%013F-HRTimeline
Glassman Wealth Services19$595<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18$556<0.01%-913F-HRTimelineGroup
SOA Wealth Advisors, LLC.12$364<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC9$265<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4$128<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC1$20<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.