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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 2025-09-30, 1,429,756 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
78
13F filers
78
New
7
Added
15
Reduced
25
Sold out
7
Shares held by filers
1,429,756

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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,…370,256$13.6M0.01%-33,06813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY130,906$4.8M<0.01%+14,63613F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC113,837$4.17M<0.01%+8,21413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/87,893$3.22M<0.01%-3,72713F-HR/ATimelineGroup
Accordant Advisory Group Inc85,354$3.13M2.13%+33913F-HRTimeline
LPL Financial LLC58,411$2.14M<0.01%+3,44413F-HRTimeline
UBS Group AGin group UBS Group AG54,704$2.01M<0.01%+5,05713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,033$1.94M<0.01%+9,28813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,180$1.62M<0.01%-11,63313F-HRTimelineGroup
Strategic Advocates LLC40,255$1.48M0.38%-3,04113F-HRTimeline
Florin Court Capital LLP36,821$1.35M1.06%new13F-HRTimeline
Biltmore Family Office, LLC35,422$1.3M0.18%-10013F-HRTimeline
One Wealth Map LLC29,918$1.16M0.62%-2,58713F-HRTimeline
Moran Wealth Management, LLC28,758$1.05M0.03%+12,00013F-HRTimeline
CX Institutional27,025$991K0.03%-3,05313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,681$942K<0.01%-11,64613F-HRTimelineGroup
GTS SECURITIES LLC24,920$914K0.04%-31,92013F-HRTimeline
Cetera Investment Advisers24,418$895K<0.01%-26213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,352$783K<0.01%-9,47813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,438$749K<0.01%-1,06913F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC16,824$617K0.02%-4,36713F-HRTimeline
Wealthfront Advisers LLC13,721$503K<0.01%-2,26013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,904$436K<0.01%-66713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,848$397K<0.01%+2,71013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,476$347K<0.01%+1,44713F-HRTimelineGroup
Merit Financial Group, LLC9,393$344K<0.01%013F-HR/ATimeline
Creative Planningin group Creative Planning8,092$297K<0.01%+99413F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,717$210K<0.01%new13F-HRTimeline
HighTower Advisors, LLC5,476$201K<0.01%-3,91113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,264$190K<0.01%-1,36613F-HRTimelineGroup
LANARK FINANCIAL, INC.1,771$64.9K<0.01%013F-HRTimeline
MCF Advisors LLC1,597$58.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,420$52.1K<0.01%-10013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,347$49.4K<0.01%+5913F-HRTimeline
COMERICA BANK1,334$48.9K<0.01%+3413F-HRTimeline
Smithfield Trust Co1,135$42K<0.01%013F-HRTimeline
Kilter Group LLC1,000$36.7K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC900$33K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…849$31.1K<0.01%+3913F-HRTimelineGroup
Innovative Advisory Group, LLC813$29.8K0.02%-14013F-HRTimeline
Plante Moran Financial Advisors, LLC546$20K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/546$20K<0.01%-1713F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.539$19.8K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp525$19.3K<0.01%013F-HRTimelineGroup
Hilltop National Bank524$19.2K<0.01%013F-HRTimeline
IFP Advisors, Inc506$18.6K<0.01%-113F-HR/ATimeline
FMR LLCin group FMR LLC443$16.3K<0.01%+5813F-HRTimelineGroup
GPS Wealth Strategies Group, LLC435$15.9K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…390$14.3K<0.01%new13F-HRTimelineGroup
PFS Partners, LLC347$12.7K0.01%013F-HRTimeline
AE Wealth Management LLC280$10.3K<0.01%-7513F-HRTimeline
Geneos Wealth Management Inc.242$8.88K<0.01%-1,12013F-HRTimeline
CWM, LLCin group CWM, LLC198$7K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC177$6.49K<0.01%013F-HRTimelineGroup
Allworth Financial LP159$5.83K<0.01%013F-HRTimeline
CoreCap Advisors, LLC150$5.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC145$5.32K<0.01%+2413F-HRTimeline
Federation des caisses Desjardins du Qu…145$5.32K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC115$4.22K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC115$4.22K<0.01%013F-HRTimeline
Roxbury Financial LLC101$3.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$3.67K<0.01%013F-HRTimeline
Larson Financial Group LLC93$3.41K<0.01%013F-HRTimeline
Global Retirement Partners, LLC91$3.34K<0.01%013F-HRTimeline
WealthShield Partners, LLC89$3.26K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC50$1.83K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC50$1.83K<0.01%013F-HRTimeline
Financial Life Planners40$1.48K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC31$1.13K<0.01%new13F-HRTimeline
City State Bank25$917<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.22$797<0.01%013F-HRTimeline
Glassman Wealth Services19$714<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15$558<0.01%-313F-HR/ATimelineGroup
SOA Wealth Advisors, LLC.12$436<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC9$318<0.01%013F-HRTimeline
Parkside Financial Bank & Trust8$311<0.01%-1,25113F-HRTimeline
Perkins Coie Trust Co6$219<0.01%new13F-HRTimeline
Evolution Advisers, Inc.5$00%013F-HRTimelineValue filed as zero, left out of ratios.