ISHARES TR (IDRV)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
72
Reporting holders
$36.7M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PNC Financial Services Group, Inc. | $7.2M | 188,566 | 0.00% | 23q | -2.0%-$145.7K |
| MORGAN STANLEY | $5.8M | 151,789 | 0.00% | 24q | +8.9%+$472.8K |
| Stratos Wealth Partners, LTD. | $3.9M | 102,008 | 0.04% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $2.6M | 69,424 | 0.00% | 25q | -7.9%-$226.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 68,327 | 0.00% | 18q | HELD |
| LPL Financial LLC | $2.0M | 51,757 | 0.00% | 24q | HELD |
| Biltmore Family Office, LLC | $1.5M | 39,361 | 0.20% | 11q | -13.2%-$228.6K |
| GOLDMAN SACHS GROUP INC | $1.2M | 30,610 | 0.00% | new | NEW |
| One Wealth Map LLC | $1.2M | 32,939 | 0.53% | 14q | +3.1%+$35.0K |
| WELLS FARGO & COMPANY/MN | $1.1M | 28,207 | 0.00% | 21q | +71.9%+$449.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $780.6K | 20,488 | 0.00% | 24q | -4.2%-$33.9K |
| JANE STREET GROUP, LLC | $753.5K | 19,778 | 0.00% | 24q | +7.0%+$49.6K |
| Merit Financial Group, LLC | $679.5K | 17,834 | 0.00% | 5q | +90.1%+$322.1K |
| AMERIPRISE FINANCIAL INC | $653.8K | 17,159 | 0.00% | 22q | -44.3%-$520.7K |
| Kestra Advisory Services, LLC | $520.0K | 13,647 | 0.00% | 23q | -13.0%-$77.4K |
| JONES FINANCIAL COMPANIES LLLP | $483.0K | 13,090 | 0.00% | 9q | +8.3%+$37.1K |
| Cetera Investment Advisers | $481.5K | 12,637 | 0.00% | 10q | -29.4%-$200.9K |
| Wealthfront Advisers LLC | $481.3K | 12,632 | 0.00% | 20q | -1.6%-$7.7K |
| UBS Group AG | $430.5K | 11,298 | 0.00% | 20q | +15.7%+$58.5K |
| ROYAL BANK OF CANADA | $406.0K | 10,629 | 0.00% | 28q | -1.4%-$5.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $396.6K | 10,759 | 0.00% | 2q | -6.4%-$27.1K |
| Creative Planning | $240.5K | 6,312 | 0.00% | 7q | HELD |
| WealthSpring Partners, LLC | $233.4K | 6,125 | 0.20% | 3q | +3.8%+$8.6K |
| RAYMOND JAMES FINANCIAL INC | $220.3K | 5,783 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $210.9K | 5,532 | 0.00% | 25q | -1.8%-$3.8K |
| Integrated Wealth Concepts LLC | $103.6K | 2,717 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $85.8K | 2,252 | 0.00% | 20q | +118.6%+$46.6K |
| Allspring Global Investments Holdings, LLC | $85.8K | 2,267 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $62.3K | 1,634 | 0.00% | 12q | HELD |
| MCF Advisors LLC | $60.8K | 1,597 | 0.00% | 18q | HELD |
| Kilter Group LLC | $38.1K | 1,000 | 0.01% | 5q | HELD |
| IFG Advisory, LLC | $34.7K | 910 | 0.00% | new | NEW |
| CDKV HOLDINGS LLC | $29.7K | 780 | 0.02% | 3q | +0.8% |
| BANK OF MONTREAL /CAN/ | $28.2K | 740 | 0.00% | 23q | HELD |
| Plante Moran Financial Advisors, LLC | $21.2K | 555 | 0.00% | 20q | +0.7% |
| SouthState Bank Corp | $20.0K | 525 | 0.00% | 14q | HELD |
| Hilltop National Bank | $20.0K | 524 | 0.00% | 9q | HELD |
| IFP Advisors, Inc | $19.4K | 508 | 0.00% | 18q | HELD |
| FMR LLC | $14.6K | 382 | 0.00% | 22q | +57.9%+$5.3K |
| HARBOUR INVESTMENTS, INC. | $14.4K | 379 | 0.00% | 21q | -20.9%-$3.8K |
| PFS Partners, LLC | $13.4K | 352 | 0.01% | 19q | +0.6% |
| MORRIS FINANCIAL CONCEPTS, INC. | $11.4K | 300 | 0.00% | 14q | -44.3%-$9.1K |
| Hurley Capital, LLC | $11.4K | 300 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $10.7K | 282 | 0.00% | 2q | -20.3%-$2.7K |
| Strategic Advocates LLC | $9.5K | 250 | 0.04% | 9q | -37.7%-$5.8K |
| Geneos Wealth Management Inc. | $8.4K | 220 | 0.00% | 23q | -9.1% |
| Global Retirement Partners, LLC | $8.1K | 213 | 0.00% | 16q | HELD |
| Farther Finance Advisors, LLC | $7.8K | 206 | 0.00% | 15q | HELD |
| Allworth Financial LP | $6.1K | 159 | 0.00% | 22q | HELD |
| CoreCap Advisors, LLC | $5.7K | 150 | 0.00% | 10q | HELD |
| Rockefeller Capital Management L.P. | $5.7K | 149 | 0.00% | 4q | -61.9%-$9.3K |
| Accordant Advisory Group Inc | $5.0K | 132 | 0.00% | 5q | -99.9%-$4.3M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.7K | 124 | 0.00% | new | NEW |
| Minot DeBlois Advisors LLC | $4.4K | 115 | 0.00% | 7q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $4.4K | 115 | 0.00% | 15q | HELD |
| Roxbury Financial LLC | $3.9K | 103 | 0.00% | 7q | +1.0% |
| LAZARD ASSET MANAGEMENT LLC | $3.3K | 87 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $2.2K | 57 | 0.00% | new | NEW |
| Bay Harbor Wealth Management, LLC | $1.9K | 50 | 0.00% | 18q | HELD |
| JPMORGAN CHASE & CO | $1.7K | 45 | 0.00% | 11q | HELD |
| Larson Financial Group LLC | $1.6K | 43 | 0.00% | 17q | -53.8%-$1.9K |
| CX Institutional | $989 | 25,967 | 0.03% | 10q | -2.8% |
| City State Bank | $953 | 25 | 0.00% | 17q | HELD |
| GHP Investment Advisors, Inc. | $842 | 22 | 0.00% | 18q | HELD |
| SIMPLEX TRADING, LLC | $838 | 22 | 0.00% | new | NEW |
| AE Wealth Management LLC | $838 | 22 | 0.00% | 7q | HELD |
| Glassman Wealth Services | $754 | 20 | 0.00% | 18q | HELD |
| SOA Wealth Advisors, LLC. | $461 | 12 | 0.00% | 15q | HELD |
| Glen Eagle Advisors, LLC | $336 | 9 | 0.00% | 11q | HELD |
| Institute for Wealth Management, LLC. | $191 | 5 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $114 | 3 | 0.00% | 3q | -97.9%-$5.4K |
| Smithfield Trust Co | $43 | 1,135 | 0.00% | 5q | HELD |
| Financial Life Planners | $16 | 0 | 0.00% | 2q | HELD |
| Evolution Advisers, Inc. | $0 | 5 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 72 | $36.7M | 967,058 | 13 | 14 | 20 | 0.0% |
| Q1 2026 | 67 | $38.0M | 981,787 | 8 | 13 | 16 | 0.0% |
| Q4 2025 | 63 | $50.7M | 1,337,168 | 2 | 15 | 19 | 0.0% |
| Q3 2025 | 71 | $50.4M | 1,373,526 | 6 | 15 | 19 | 0.0% |
| Q2 2025 | 72 | $46.3M | 1,502,513 | 10 | 12 | 21 | 0.5% |
| Q1 2025 | 68 | $43.0M | 1,472,138 | 3 | 10 | 21 | 0.0% |
| Q4 2024 | 79 | $51.9M | 1,772,632 | 7 | 17 | 32 | 0.0% |
| Q3 2024 | 79 | $46.9M | 1,477,862 | 4 | 16 | 27 | 0.0% |
| Q2 2024 | 88 | $45.2M | 1,583,499 | 13 | 17 | 25 | 0.0% |
| Q1 2024 | 83 | $61.4M | 1,956,053 | 5 | 12 | 35 | 0.0% |
| Q4 2023 | 88 | $92.1M | 2,578,826 | 12 | 23 | 25 | 0.2% |
| Q3 2023 | 88 | $75.3M | 2,025,574 | 6 | 30 | 19 | 0.1% |
| Q2 2023 | 93 | $87.7M | 2,135,635 | 5 | 27 | 28 | 0.1% |
| Q1 2023 | 103 | $84.2M | 2,191,614 | 20 | 21 | 28 | 0.2% |
| Q4 2022 | 89 | $78.3M | 2,310,634 | 21 | 24 | 18 | 0.1% |
| Q3 2022 | 96 | $89.6M | 2,677,720 | 9 | 25 | 23 | 0.0% |
| Q2 2022 | 109 | $102.8M | 2,790,309 | 11 | 29 | 33 | 0.0% |
| Q1 2022 | 116 | $151.9M | 3,265,297 | 26 | 35 | 25 | 0.0% |
| Q4 2021 | 111 | $151.8M | 2,791,602 | 18 | 47 | 11 | 0.3% |
| Q3 2021 | 95 | $87.8M | 1,818,772 | 17 | 36 | 17 | 0.3% |
| Q2 2021 | 84 | $76.1M | 1,528,250 | 13 | 31 | 16 | 0.3% |
| Q1 2021 | 85 | $62.8M | 1,350,267 | 45 | 22 | 5 | 0.9% |
| Q4 2020 | 42 | $24.6M | 563,004 | 22 | 10 | 1 | 1.6% |
| Q3 2020 | 17 | $6.0M | 179,260 | 13 | 3 | 0 | 0.0% |
| Q2 2020 | 8 | $17.8M | 634,079 | 4 | 2 | 1 | 0.0% |
| Q1 2020 | 5 | $16.5M | 788,078 | 2 | 0 | 1 | 0.0% |
| Q4 2019 | 4 | $27.4M | 1,003,015 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 5 | $25.6M | 1,058,417 | 2 | 1 | 1 | 0.0% |
| Q2 2019 | 3 | $11.6M | 482,751 | 2 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $31.0K | 629 | 1 | 0 | 0 | 0.0% |