IDRV · iShares Self-Driving EV and Tech ETF ETF

$36.91 +0.18 (+0.48%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 21

Total Value: $14,434,326

Total Shares: 374,626

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 21 13F filers · Δ vs Dec 31, 2025

Top Holder

37.2%

+11.7 pts

Top 5

87.1%

+20.6 pts

Top 10

99.1%

+16.7 pts

HHI

2,232

Moderately concentrated+978

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -47

Institutional value: -72.2%

Shares held: -72.7%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mid GTS SECURITIES LLC	+19,242	27,352
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+12,464	68,437
Mega MORGAN STANLEY	+6,156	139,379
Large JONES FINANCIAL COMPANIES LLLP	+1,393	12,085
Large CWM, LLC	+288	486

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Mega CITADEL ADVISORS LLC	−245,137	15,696
Micro Strategic Advocates LLC	−38,041	401
Mega BANK OF AMERICA CORP /DE/	−8,041	75,358
Mega AMERIPRISE FINANCIAL INC	−1,747	15,413
Mega ROYAL BANK OF CANADA	−1,129	10,777

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mid Western Wealth Management, LLC	1,099	$42,344
Large Rockefeller Capital Management L.P.	391	$15,065
Small Sunbelt Securities, Inc.	127	$4,893

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Mega PNC FINANCIAL SERVICES GROUP, INC.	349,272	$13,246,835
Small Accordant Advisory Group Inc	85,163	$3,229,977
Mega LPL Financial LLC	53,106	$2,014,151
Small Biltmore Family Office, LLC	38,361	$1,454,917
Micro One Wealth Map LLC	32,544	$1,234,296

Filter: New 3 Increased 5 Reduced 8 Sold out 50 Unchanged 5

Showing 21 of 21

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY IDRV

$5,370,272

37.20%

139,379

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	139,379	$5,370,272	100.0%	Defined

BANK OF AMERICA CORP /DE/ IDRV

$2,903,541

20.12%

75,358

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	16,094	$620,101	21.4%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	37,098	$1,429,385	49.2%	Defined
MANAGED ACCOUNT ADVISORS LLC	22,166	$854,055	29.4%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP IDRV

$2,636,877

18.27%

68,437

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	68,437	$2,636,877	100.0%	Other

GTS SECURITIES LLC IDRV

$1,053,872

7.30%

27,352

CITADEL ADVISORS LLC IDRV

$604,766

4.19%

15,696

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	15,696	$604,766	100.0%	Defined

AMERIPRISE FINANCIAL INC IDRV

$593,862

4.11%

15,413

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	15,413	$593,862	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP IDRV

$465,635

3.23%

12,085

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	12,085	$465,635	100.0%	Sole

ROYAL BANK OF CANADA IDRV

$415,236

2.88%

10,777

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	4,451	$171,497	41.3%	Defined
RBC Dominion Securities Inc.	5,096	$196,348	47.3%	Defined
CITY NATIONAL ROCHDALE, LLC	830	$31,979	7.7%	Defined
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	400	$15,412	3.7%	Defined

OSAIC HOLDINGS, INC. IDRV

$216,962

1.50%

5,631

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	5,085	$195,925	90.3%	Defined
Osaic Advisory Services, LLC	546	$21,037	9.7%	Defined

Western Wealth Management, LLC IDRV

$42,344

0.29%

1,099

Kilter Group LLC IDRV

$38,530

0.27%

1,000

CWM, LLC IDRV

$18,725

0.13%

486

HARBOUR INVESTMENTS, INC. IDRV

$18,455

0.13%

479

Strategic Advocates LLC IDRV

$15,450

0.11%

401

Rockefeller Capital Management L.P. IDRV

$15,065

0.10%

391

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	391	$15,065	100.0%	Defined

FMR LLC IDRV

$9,324

0.06%

242

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	242	$9,324	100.0%	Defined

Allworth Financial LP IDRV

$6,126

0.04%

159

Sunbelt Securities, Inc. IDRV

$4,893

0.03%

127

Larson Financial Group LLC IDRV

$3,583

0.02%

SOA Wealth Advisors, LLC. IDRV

$462

0.00%

Glen Eagle Advisors, LLC IDRV

$346

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	344,556	$13,067,974	98.6%	Defined
PNC Delaware Trust Company	1,389	$52,679	0.4%	Defined
PNC Ohio Trust Company	320	$12,136	0.1%	Defined
PNC Wealth Management LLC	3,007	$114,046	0.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	23,315	$884,268	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	11,667	$442,494	92.9%	Defined
UBS Securities LLC	893	$33,868	7.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	6,742	$255,703	74.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	2,300	$87,232	25.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	500	$18,963	67.6%	Defined
BMO NESBITT BURNS INC.	240	$9,102	32.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SouthState Bank, National Association	525	$19,911	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	244	$9,254	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	145	$5,499	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	15	$568	100.0%	Defined
55I, LLC	0	$0	0.0%	Other