iSHARES TRUST - IDRV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 192,390 | 7,412 | 0.0% | 0.01% | 1 | -156,882 | -44.92% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 139,379 | 5,370 | 0.0% | 0.0% | 2 | +6,156 | 4.62% | Q1 2026 | May 15, 2026 |
| Accordant Advisory Group Inc | History | Added to | 113,675 | 4,379 | 2.71% | 2.23% | 3 | +28,512 | 33.48% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 75,358 | 2,903 | 0.0% | 0.0% | 4 | -8,041 | -9.64% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,437 | 2,636 | 0.0% | 0.0% | 5 | +12,464 | 22.27% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 51,925 | 2,000 | 0.0% | 0.0% | 6 | -1,181 | -2.22% | Q1 2026 | May 06, 2026 |
| Biltmore Family Office, LLC | History | Added to | 45,361 | 1,747 | 0.24% | 0.2% | 7 | +7,000 | 18.25% | Q1 2026 | May 11, 2026 |
| One Wealth Map LLC | History | Reduced | 31,947 | 1,390 | 0.65% | 0.63% | 8 | -597 | -1.83% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | Added to | 27,352 | 1,053 | 0.04% | 0.01% | 9 | +19,242 | 237.26% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 26,715 | 1,029 | 0.03% | 0.03% | 10 | -918 | -3.32% | Q1 2026 | Apr 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,379 | 823 | 0.0% | 0.0% | 11 | +2,853 | 15.4% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,477 | 711 | 0.0% | 0.0% | 12 | -4,838 | -20.75% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 17,911 | 690 | 0.0% | 0.0% | 13 | -5,802 | -24.47% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,696 | 604 | 0.0% | 0.0% | 14 | -245,137 | -93.98% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 15,678 | 604 | 0.0% | 0.0% | 15 | -289 | -1.81% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 15,413 | 593 | 0.0% | 0.0% | 16 | -1,747 | -10.18% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,834 | 494 | 0.0% | 0.0% | 17 | -879 | -6.41% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,085 | 449 | 0.0% | 0.0% | 18 | +1,393 | 13.03% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,494 | 446 | 0.0% | — | 19 | +11,494 | New | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 10,777 | 414 | 0.0% | 0.0% | 20 | -1,129 | -9.48% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 9,762 | 376 | 0.0% | 0.0% | 21 | -2,798 | -22.28% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,380 | 361 | 0.0% | 0.0% | 22 | -106 | -1.12% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,205 | 316 | 0.0% | 0.0% | 23 | -837 | -9.26% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 6,330 | 243 | 0.0% | 0.0% | 24 | -23 | -0.36% | Q1 2026 | May 12, 2026 |
| WealthSpring Partners, LLC | History | Added to | 5,898 | 227 | 0.21% | 0.22% | 25 | +244 | 4.32% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,631 | 217 | 0.0% | 0.0% | 26 | -8 | -0.14% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,382 | 207 | 0.0% | 0.0% | 27 | -108 | -1.97% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,634 | 62 | 0.0% | 0.01% | 28 | -137 | -7.74% | Q1 2026 | Apr 14, 2026 |
| MCF Advisors LLC | History | No change | 1,597 | 61 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 1,372 | 52 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smithfield Trust Co | History | No change | 1,135 | 44 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 1,099 | 42 | 0.0% | — | 32 | +1,099 | New | Q1 2026 | May 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,030 | 39 | 0.0% | 0.0% | 33 | +181 | 21.32% | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | No change | 1,000 | 38 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | No change | 774 | 29 | 0.03% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 740 | 28 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 551 | 21 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SouthState Bank Corp | History | No change | 525 | 20 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 539 | 20 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hilltop National Bank | History | No change | 524 | 20 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| IFP Advisors, Inc | History | No change | 507 | 19 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 479 | 18 | 0.0% | 0.0% | 42 | -478 | -49.95% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 486 | 18 | 0.0% | 0.0% | 43 | +288 | 145.45% | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | Reduced | 401 | 15 | 0.07% | 0.38% | 45 | -38,041 | -98.96% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 391 | 15 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 354 | 13 | 0.0% | — | 47 | +354 | New | Q1 2026 | May 01, 2026 |
| PFS Partners, LLC | History | No change | 350 | 13 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 246 | 9 | 0.0% | — | 50 | +246 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 242 | 9 | 0.0% | 0.0% | 48 | -201 | -45.37% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 242 | 9 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 212 | 8 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 206 | 8 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 159 | 6 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | New | 148 | 5 | 0.0% | — | 56 | +148 | New | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | No change | 145 | 5 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | New | 127 | 4 | 0.0% | — | 59 | +127 | New | Q1 2026 | May 15, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 115 | 4 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 115 | 4 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WealthShield Partners, LLC | History | No change | 89 | 3 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | No change | 93 | 3 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Roxbury Financial LLC | History | No change | 102 | 3 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 45 | 1 | 0.0% | — | 63 | +30 | 200.0% | Q1 2026 | May 13, 2026 |
| POM Investment Strategies, LLC | History | New | 30 | 1 | 0.0% | — | 65 | +30 | New | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Glassman Wealth Services | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Evolution Advisers, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| City State Bank | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |