iShares Self-Driving EV and Tech ETF (IDRV) Institutional Ownership

$32.23
+0.77 (+2.45%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Self-Driving EV and Tech ETF (NYSEARCA:IDRV)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$10.75M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$3.85M
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IDRV Institutional Buying and Selling by Quarter

iShares Self-Driving EV and Tech ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Biltmore Family Office LLC45,489$1.43M0.3%+6.0%0.576%
4/29/2024Commonwealth Equity Services LLC67,026$2.11M0.0%-3.9%0.817%
4/24/2024 H&H Retirement Design & Management INC26,892$777K0.5%+2.5%0.328%
4/16/2024 Monumental Financial Group Inc.87,646$2.76M1.5%+25.5%1.069%
4/9/2024 Destiny Wealth Partners LLC73,768$2.32M0.4%+5.4%0.683%
4/5/2024 NBC Securities Inc.2,487$78K0.0%-13.3%0.023%
2/15/2024Biltmore Family Office LLC42,918$1.53M0.3%N/A0.397%
2/12/2024Laidlaw Wealth Management LLC8,970$320K0.1%-53.2%0.083%
2/9/2024 H&H Retirement Design & Management INC26,225$937K0.6%+20.0%0.243%
2/7/2024 NBC Securities Inc.2,867$102K0.0%-20.5%0.027%
2/6/2024 TCG Advisory Services LLC17,899$640K0.0%-24.8%0.166%
2/6/2024 Merit Financial Group LLC58,814$2.10M0.1%-17.2%0.545%
2/5/2024 Monumental Financial Group Inc.69,821$2.50M1.5%+13.5%0.646%
2/1/2024 CWM LLC2,290$82K0.0%+960.2%0.021%
1/25/2024 International Assets Investment Management LLC21,974$785K0.0%N/A0.203%
1/25/2024 Hazlett Burt & Watson Inc.695$25K0.0%-44.2%0.006%
1/24/2024 International Assets Investment Management LLC21,974$785K0.0%N/A0.203%
1/19/2024 Destiny Wealth Partners LLC69,996$2.38M0.4%+8.5%0.648%
1/18/2024 Highland Financial Advisors LLC11,341$405K0.2%-11.2%0.105%
1/16/2024 Raymond James Financial Services Advisors Inc.17,915$640K0.0%+18.0%0.166%
1/10/2024 Creative Financial Designs Inc. ADV825$29K0.0%-30.4%0.008%
1/4/2024 Peoples Bank KS2,857$102K0.1%-21.3%0.026%
11/13/2023Mariner LLC14,454$538K0.0%+111.4%0.134%
11/13/2023 LPL Financial LLC151,544$5.64M0.0%+4.7%1.403%
11/13/2023Laidlaw Wealth Management LLC19,187$714K0.2%-12.0%0.178%
11/13/2023Kestra Advisory Services LLC36,056$1.34M0.0%+3.6%0.334%
11/9/2023 UBS Group AG56,772$2.11M0.0%-18.0%0.526%
11/8/2023Wade G W & Inc.7,039$262K0.0%+18.7%0.065%
11/8/2023 HighTower Advisors LLC53,710$2.00M0.0%+584.4%0.497%
11/8/2023 Avantax Advisory Services Inc.5,488$204K0.0%N/A0.051%
11/7/2023 Merit Financial Group LLC71,005$2.64M0.1%+2.4%0.657%
11/6/2023 Phoenix Wealth Advisors10,007$372K0.2%N/A0.093%
11/4/2023 NBC Securities Inc.3,608$134K0.0%N/A0.033%
11/1/2023 Simplex Trading LLC2,126$79K0.0%N/A0.020%
11/1/2023 Wealthfront Advisers LLC11,783$438K0.0%+7.9%0.109%
10/30/2023 Peoples Bank KS3,629$135K0.1%N/A0.034%
10/24/2023 J.W. Cole Advisors Inc.8,996$335K0.0%+16.0%0.083%
10/23/2023Commonwealth Equity Services LLC84,687$3.15M0.0%-3.0%0.784%
10/18/2023 CX Institutional7,060$263K0.0%+6.2%0.065%
10/17/2023 Avior Wealth Management LLC2,490$93K0.0%-44.0%0.023%
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10/17/2023 H&H Retirement Design & Management INC21,854$771K0.5%-1.3%0.202%
10/13/2023 Monumental Financial Group Inc.61,543$2.29M1.5%+2.8%0.570%
10/10/2023 Destiny Wealth Partners LLC64,535$2.40M0.5%+0.6%0.598%
8/11/2023Kestra Advisory Services LLC34,787$1.42M0.0%-26.0%0.322%
8/10/2023Commonwealth Equity Services LLC87,300$3.57M0.0%-15.0%0.808%
8/10/2023Financial Architects Inc46,736$1.91M0.3%-7.4%0.433%
8/2/2023 Bank of Montreal Can7,004$288K0.0%N/A0.064%
8/1/2023 Truist Financial Corp9,257$379K0.0%-9.3%0.084%
8/1/2023 Merit Financial Group LLC69,356$2.84M0.1%+3.8%0.631%
8/1/2023 Hazlett Burt & Watson Inc.1,084$45K0.0%+31.6%0.010%
7/31/2023 LPL Financial LLC144,738$5.92M0.0%-6.0%1.316%
7/27/2023 J.W. Cole Advisors Inc.7,758$317K0.0%-19.1%0.071%
7/26/2023 Destiny Wealth Partners LLC64,160$2.78M0.5%+5.3%0.583%
7/25/2023 Raymond James Financial Services Advisors Inc.15,239$623K0.0%-2.8%0.139%
7/25/2023 Raymond James & Associates6,822$279K0.0%-4.0%0.062%
7/24/2023 Venturi Wealth Management LLC899$37K0.0%-55.6%0.008%
7/13/2023 Highland Financial Advisors LLC12,597$515K0.3%+10.7%0.115%
7/13/2023 Cambridge Investment Research Advisors Inc.33,505$1.37M0.0%-1.4%0.305%
7/11/2023 Monumental Financial Group Inc.59,873$2.45M1.6%+1.7%0.544%
6/7/2023Sweeney & Michel LLC50,620$1.97M1.0%N/A0.460%
5/12/2023Financial Architects Inc50,469$1.94M0.3%-3.2%0.459%
5/11/2023Commonwealth Equity Services LLC102,696$3.94M0.0%-4.5%0.934%
5/10/2023 LPL Financial LLC153,937$5.91M0.0%+2.5%1.399%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,437$170K0.0%+368.0%0.040%
5/9/2023 Banco Bilbao Vizcaya Argentaria S.A.10,355$397K0.0%-17.0%0.094%
5/5/2023 Truist Financial Corp10,205$391K0.0%N/A0.093%
5/3/2023 J.W. Cole Advisors Inc.9,590$368K0.0%+31.8%0.087%
5/3/2023 Monumental Financial Group Inc.58,894$2.26M1.6%+4.2%0.535%
5/2/2023 Venturi Wealth Management LLC2,026$78K0.0%N/A0.018%
5/2/2023 Advisory Alpha LLC16,289$625K0.0%N/A0.147%
4/28/2023 Wealthfront Advisers LLC10,097$387K0.0%-3.4%0.091%
4/26/2023 Destiny Wealth Partners LLC60,914$2.34M0.5%+4.0%0.549%
4/26/2023 Valley National Advisers Inc.11,901$430K0.1%+3,573.1%0.107%
4/25/2023 Creative Financial Designs Inc. ADV1,180$45K0.0%-23.1%0.011%
4/25/2023 Geneos Wealth Management Inc.816$31K0.0%-32.9%0.007%
4/24/2023 TCG Advisory Services LLC23,499$901K0.2%-5.9%0.212%
4/24/2023 Merit Financial Group LLC66,816$2.56M0.1%+0.7%0.602%
4/21/2023 Kovack Advisors Inc.5,268$202K0.0%N/A0.047%
4/17/2023 Highland Financial Advisors LLC11,378$436K0.2%+2.5%0.103%
4/17/2023 H&H Retirement Design & Management INC22,262$837K0.5%N/A0.201%
4/14/2023 Nvest Financial LLC14,206$545K0.6%N/A0.128%
4/14/2023 Raymond James Financial Services Advisors Inc.15,684$602K0.0%-46.5%0.141%
4/14/2023 Raymond James & Associates7,107$273K0.0%N/A0.064%
3/6/2023OLD Mission Capital LLC13,020$440K0.0%N/A0.117%
2/13/2023 Kingsview Wealth Management LLC23,824$806K0.0%+26.6%0.215%
2/13/2023 Banco Bilbao Vizcaya Argentaria S.A.12,470$422K0.0%+70.4%0.112%
2/10/2023 TCG Advisory Services LLC24,982$845K0.2%-3.3%0.225%
2/8/2023 Raymond James Financial Services Advisors Inc.29,299$991K0.0%-23.6%0.264%
2/8/2023 UBS Group AG55,445$1.88M0.0%-4.7%0.500%
2/8/2023 Cambridge Investment Research Advisors Inc.35,244$1.19M0.0%-30.8%0.318%
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2/8/2023 Highland Financial Advisors LLC11,104$376K0.2%-7.5%0.100%
2/7/2023Commonwealth Equity Services LLC107,504$3.64M0.0%-29.0%0.969%
2/7/2023 LPL Financial LLC150,156$5.08M0.0%-1.6%1.353%
2/7/2023IFP Advisors Inc1,634$41K0.0%+30.5%0.015%
2/7/2023 Envestnet Asset Management Inc.7,764$263K0.0%-42.1%0.070%
2/7/2023Financial Architects Inc52,136$1.76M0.3%-20.8%0.470%
2/3/2023 Fisher Asset Management LLC7,210$244K0.0%N/A0.065%
2/1/2023 Bank of Montreal Can6,882$242K0.0%+12.5%0.062%
1/31/2023Kestra Advisory Services LLC76,753$2.60M0.0%-16.5%0.691%
1/30/2023 Monumental Financial Group Inc.56,497$1.91M1.5%-28.8%0.509%
(Data available from 1/1/2016 forward)

IDRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IDRV shares?

During the previous two years, 69 institutional investors and hedge funds held shares of iShares Self-Driving EV and Tech ETF. The most heavily invested institutionals were Bank of America Corp DE ($29.51M), LPL Financial LLC ($5.64M), Monumental Financial Group Inc. ($2.76M), Destiny Wealth Partners LLC ($2.32M), Concourse Financial Group Securities Inc. ($2.27M), UBS Group AG ($2.11M), and Commonwealth Equity Services LLC ($2.11M).Learn more on IDRV's institutional investors.

Which institutional investors have been buying iShares Self-Driving EV and Tech ETF stock?

Of the 55 institutional investors that purchased iShares Self-Driving EV and Tech ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($129.93K), Destiny Wealth Partners LLC ($73.77K), Financial Architects Inc ($65.81K), Sweeney & Michel LLC ($50.62K), HighTower Advisors LLC ($45.86K), Biltmore Family Office LLC ($45.49K), and International Assets Investment Management LLC ($43.95K).

How much institutional buying is happening at iShares Self-Driving EV and Tech ETF?

Institutional investors have bought a total of 850,725 shares in the last 24 months. This purchase volume represents approximately $31.94M in transactions.

Which iShares Self-Driving EV and Tech ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold iShares Self-Driving EV and Tech ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($72.35K), Cambridge Investment Research Advisors Inc. ($44.24K), Merit Financial Group LLC ($30.30K), Monumental Financial Group Inc. ($29.77K), Kestra Advisory Services LLC ($28.71K), Raymond James Financial Services Advisors Inc. ($25.64K), and Financial Architects Inc ($19.08K).

How much institutional selling is happening at iShares Self-Driving EV and Tech ETF?

Institutional investors have sold a total of 346,927 shares in the last 24 months. This volume of shares sold represents approximately $12.49M in transactions.


This page (NYSEARCA:IDRV) was last updated on 5/14/2024 by MarketBeat.com Staff

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