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Disclosery

IDRV ISHARES TR

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CMN (fund)

70 managers (70 13F filers) reported a position in IDRV shares at 2025-12-31, 1,372,075 shares in all. 2 filers opened a position and 13 filers sold out during the quarter.

Managers
70
13F filers
70
New
2
Added
19
Reduced
22
Sold out
13
Shares held by filers
1,372,075

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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,…349,272$13.2M0.01%-20,98413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC260,833$9.89M0.01%+146,99613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY133,223$5.05M<0.01%+2,31713F-HR/ATimelineGroup
Accordant Advisory Group Inc85,163$3.23M2.23%-19113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/83,399$3.16M<0.01%-4,49413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,973$2.12M<0.01%+2,94013F-HRTimelineGroup
LPL Financial LLC53,106$2.01M<0.01%-5,30513F-HRTimeline
Strategic Advocates LLC38,442$1.48M0.38%-1,81313F-HRTimeline
Biltmore Family Office, LLC38,361$1.45M0.2%+2,93913F-HRTimeline
One Wealth Map LLC32,544$1.23M0.63%+2,62613F-HRTimeline
CX Institutional27,633$1.05M0.03%+60813F-HRTimeline
Cetera Investment Advisers23,713$899K<0.01%-70513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,315$884K<0.01%-20,86513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,526$703K<0.01%-2,82613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,160$651K<0.01%-8,52113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,967$606K<0.01%-4,47113F-HRTimelineGroup
Wealthfront Advisers LLC13,713$520K<0.01%-813F-HRTimeline
UBS Group AGin group UBS Group AG12,560$476K<0.01%-42,14413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,906$451K<0.01%+213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,692$406K<0.01%-15613F-HRTimelineGroup
Merit Financial Group, LLC9,486$360K<0.01%+9313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,042$343K<0.01%-43413F-HRTimelineGroup
GTS SECURITIES LLC8,110$308K0.01%-16,81013F-HRTimeline
Creative Planningin group Creative Planning6,353$241K<0.01%-1,73913F-HRTimelineGroup
WealthSpring Partners, LLC5,654$214K0.22%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,639$214K<0.01%+37513F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,490$208K<0.01%-22713F-HRTimeline
LANARK FINANCIAL, INC.1,771$67.2K0.01%013F-HRTimeline
MCF Advisors LLC1,597$60.6K<0.01%013F-HRTimeline
COMERICA BANK1,372$52K<0.01%+3813F-HRTimeline
Smithfield Trust Co1,135$43K<0.01%013F-HRTimeline
Kilter Group LLC1,000$37.9K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.957$36.3K<0.01%-39013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…849$32.2K<0.01%013F-HR/ATimelineGroup
CDKV HOLDINGS LLC774$29.4K0.02%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/740$28.1K<0.01%-68013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC551$20.9K<0.01%+513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.539$20.4K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp525$19.9K<0.01%013F-HRTimelineGroup
Hilltop National Bank524$19.9K<0.01%013F-HRTimeline
IFP Advisors, Inc507$19.2K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC443$16.8K<0.01%013F-HRTimelineGroup
Innovative Advisory Group, LLC423$16K0.01%-39013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…391$14.8K<0.01%+113F-HR/ATimelineGroup
PFS Partners, LLC350$13.3K0.01%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/244$9.25K<0.01%-30213F-HRTimelineGroup
Geneos Wealth Management Inc.242$9.18K<0.01%013F-HRTimeline
Global Retirement Partners, LLC212$8.04K<0.01%+12113F-HRTimeline
CWM, LLCin group CWM, LLC198$8K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC206$7.81K<0.01%+6113F-HRTimeline
Allworth Financial LP159$6.03K<0.01%013F-HRTimeline
CoreCap Advisors, LLC150$5.69K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…145$5.5K<0.01%new13F-HRTimelineGroup
Minot DeBlois Advisors LLC115$4.36K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC115$4.36K<0.01%013F-HRTimeline
Roxbury Financial LLC102$3.87K<0.01%+113F-HRTimeline
Larson Financial Group LLC93$3.53K<0.01%013F-HRTimeline
WealthShield Partners, LLC89$3.38K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…70$2.65K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC50$1.9K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.23$1K<0.01%13F-HRTimeline
City State Bank25$948<0.01%013F-HRTimeline
AE Wealth Management LLC22$834<0.01%-25813F-HRTimeline
GHP Investment Advisors, Inc.22$832<0.01%013F-HRTimeline
Glassman Wealth Services20$745<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15$577<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.12$455<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC9$332<0.01%013F-HRTimeline
Parkside Financial Bank & Trust9$325<0.01%+113F-HRTimeline
Evolution Advisers, Inc.5$00%013F-HRTimelineValue filed as zero, left out of ratios.