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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 2026-03-31, 990,307 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
70
13F filers
70
New
7
Added
11
Reduced
22
Sold out
5
Shares held by filers
990,307

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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,…192,390$7.41M<0.01%-156,88213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY139,379$5.37M<0.01%+6,15613F-HRTimelineGroup
Accordant Advisory Group Inc113,675$4.38M2.71%+28,51213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/75,358$2.9M<0.01%-8,04113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,437$2.64M<0.01%+12,46413F-HRTimelineGroup
LPL Financial LLC51,925$2M<0.01%-1,18113F-HRTimeline
Biltmore Family Office, LLC45,361$1.75M0.24%+7,00013F-HRTimeline
One Wealth Map LLC31,947$1.39M0.68%-59713F-HRTimeline
GTS SECURITIES LLC27,352$1.05M0.04%+19,24213F-HRTimeline
CX Institutional26,715$1.03M0.03%-91813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,379$824K<0.01%+2,85313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,477$712K<0.01%-4,83813F-HRTimelineGroup
Cetera Investment Advisers17,911$690K<0.01%-5,80213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,696$605K<0.01%-245,13713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,678$604K<0.01%-28913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,413$594K<0.01%-1,74713F-HR/ATimelineGroup
Wealthfront Advisers LLC12,834$494K<0.01%-87913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,085$449K<0.01%+1,39313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,494$446K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,777$414K<0.01%-1,12913F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,762$376K<0.01%-2,79813F-HRTimelineGroup
Merit Financial Group, LLC9,380$361K<0.01%-10613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,205$316K<0.01%-83713F-HR/ATimelineGroup
Creative Planningin group Creative Planning6,330$244K<0.01%-2313F-HRTimelineGroup
WealthSpring Partners, LLC5,898$227K0.21%+24413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,631$217K<0.01%-813F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,382$207K<0.01%-10813F-HRTimeline
LANARK FINANCIAL, INC.1,634$63K<0.01%-13713F-HRTimeline
MCF Advisors LLC1,597$61.5K<0.01%013F-HRTimeline
Smithfield Trust Co1,135$44K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,030$39.7K<0.01%+18113F-HRTimelineGroup
Kilter Group LLC1,000$38.5K0.02%013F-HRTimeline
CDKV HOLDINGS LLC774$29.8K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/740$28.5K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC551$21.2K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.539$20.8K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp525$20.2K<0.01%013F-HRTimelineGroup
Hilltop National Bank524$20.2K<0.01%013F-HRTimeline
IFP Advisors, Inc507$19.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC486$18.7K<0.01%+28813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.479$18.5K<0.01%-47813F-HRTimeline
Strategic Advocates LLC401$15.5K0.07%-38,04113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…391$15.1K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…354$13.6K<0.01%new13F-HRTimelineGroup
PFS Partners, LLC350$13.5K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…246$9.45K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC242$9.34K<0.01%-20113F-HRTimelineGroup
Geneos Wealth Management Inc.242$9.33K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC206$8.01K<0.01%013F-HRTimeline
Allworth Financial LP159$6.13K<0.01%013F-HRTimeline
CoreCap Advisors, LLC150$5.78K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC148$5.7K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…145$5.59K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.127$4.89K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC115$4.43K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC115$4.43K<0.01%013F-HRTimeline
Roxbury Financial LLC102$3.93K<0.01%013F-HRTimeline
Larson Financial Group LLC93$3.58K<0.01%013F-HRTimeline
WealthShield Partners, LLC89$3.43K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC50$1.93K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45$1.68K<0.01%+3013F-HR/ATimelineGroup
POM Investment Strategies, LLC30$1.16K<0.01%new13F-HRTimeline
City State Bank25$963<0.01%013F-HRTimeline
AE Wealth Management LLC22$848<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.22$845<0.01%013F-HRTimeline
Glassman Wealth Services20$757<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.12$462<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC9$337<0.01%013F-HRTimeline
Financial Life Planners0$16<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Evolution Advisers, Inc.5$00%013F-HRTimelineValue filed as zero, left out of ratios.