ISHARES TR IDRV
SELF DRIVNG EV · ETP · CUSIP 46435U366
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $38.32. Options: 1 managers hold calls ($141.9k notional), 0 hold puts (—).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 99 |
| Q4 2022 | 115 |
| Q1 2023 | 118 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 57 | 38 |
| Q1 2023 | 54 | 46 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $0 | — |
| Q4 2022 | $40.6k | $20.3k | 0.50 |
| Q1 2023 | $141.9k | $0 | 0.00 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +77.2k |
| One Wealth Map LLC | New | +22.3k |
| MORGAN STANLEY | Added | +17.7k |
| Advisory Alpha, LLC | New | +16.3k |
| Nvest Financial, LLC | New | +14.2k |
| UBS Group AG | Added | +11.6k |
| VALLEY NATIONAL ADVISERS INC | Added | +11.6k |
| TRUIST FINANCIAL CORP | New | +10.2k |
| RAYMOND JAMES & ASSOCIATES | New | +7.1k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | +6.1k |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Reduced | -180.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -44.6k |
| CITADEL ADVISORS LLC | Reduced | -34.8k |
| Kestra Advisory Services, LLC | Reduced | -29.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -27.8k |
| Kingsview Wealth Management, LLC | Sold out | -23.8k |
| Raymond James Financial Services Advisors, Inc. | Reduced | -13.6k |
| Traynor Capital Management, Inc. | Sold out | -8.3k |
| Fisher Asset Management, LLC | Sold out | -7.2k |
| TWO SIGMA SECURITIES, LLC | Sold out | -6.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $141.9k3.7k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: PNC FINANCIAL SERVICES GROUP, INC. (3.9%, 2026-05-08)
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 481.3k $18.5m | Reduced -180.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 173.2k $6.6m | Added +77.2k |
| LPL Financial LLC 0.00% of their portfolio | 153.9k $5.9m | Added +3.8k |
| MORGAN STANLEY 0.00% of their portfolio | 144.9k $5.6m | Added +17.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 120.1k $4.6m | Reduced -27.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 102.7k $3.9m | Reduced -4.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 97.7k $3.7m | Reduced -5.9k |
| UBS Group AG 0.00% of their portfolio | 67.1k $2.6m | Added +11.6k |
| Merit Financial Group, LLC 0.09% of their portfolio | 66.8k $2.6m | Added +449 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.20% of their portfolio | 65.8k $2.5m | Reduced -1.1k |
| Destiny Wealth Partners, LLC 0.48% of their portfolio | 60.9k $2.3m | Added +2.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 60.7k $2.3m | Reduced -44.6k |
| MONUMENTAL FINANCIAL GROUP INC. 1.62% of their portfolio | 58.9k $2.3m | Added +2.4k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 52.3k $2.0m | Added +6.1k |
| SWEENEY & MICHEL, LLC 1.05% of their portfolio | 50.6k $2.0m | First filing |
| Financial Architects, Inc 0.31% of their portfolio | 50.5k $1.9m | Reduced -1.7k |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 47.0k $1.8m | Reduced -29.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 46.6k $1.8m | Reduced -3.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 34.2k $1.3m | Reduced -34.8k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 34.0k $1.3m | Reduced -1.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 32.8k $1.3m | Added +2.0k |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 30.5k $1.2m | Reduced -541 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 28.5k $1.1m | Reduced -1.4k |
| HUB Investment Partners, LLC 0.19% of their portfolio | 23.5k $901.4k | Reduced -1.5k |
| One Wealth Map LLC 0.53% of their portfolio | 22.3k $836.6k | New |
| Laidlaw Wealth Management LLC 0.17% of their portfolio | 22.0k $843.8k | Added +1.6k |
| WR Wealth Planners, LLC 0.34% of their portfolio | 20.8k $796.9k | Reduced -1.8k |
| Advisory Alpha, LLC 0.04% of their portfolio | 16.3k $624.8k | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 15.7k $601.6k | Reduced -13.6k |
| Nvest Financial, LLC 0.57% of their portfolio | 14.2k $544.9k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 13.8k $528.9k | Reduced -749 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 12.8k $492.6k | Added +5.1k |
| VALLEY NATIONAL ADVISERS INC 0.08% of their portfolio | 11.9k $430.0k | Added +11.6k |
| Highland Financial Advisors, LLC 0.24% of their portfolio | 11.4k $436.0k | Added +274 |
| Creative Planning 0.00% of their portfolio | 10.8k $413.1k | Reduced -22 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 10.6k $406.0k | Added +3.9k |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.00% of their portfolio | 10.4k $397.2k | Reduced -2.1k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 10.2k $391.5k | New |
| Wealthfront Advisers LLC 0.00% of their portfolio | 10.1k $387.3k | Reduced -354 |
| J.W. COLE ADVISORS, INC. 0.03% of their portfolio | 9.6k $367.9k | Added +2.3k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 9.0k $345.0k | Reduced -4.0k |
| Better Money Decisions, LLC 0.26% of their portfolio | 7.9k $304.0k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 7.6k $290.8k | Added +691 |
| Apollon Wealth Management, LLC 0.02% of their portfolio | 7.5k $286.2k | Added +9 |
| Smithfield Trust Co 0.02% of their portfolio | 7.4k $283.0k | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 7.1k $272.6k | New |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 6.5k $249.5k | Added +2 |
| HighTower Advisors, LLC 0.00% of their portfolio | 5.4k $206.0k | Reduced -799 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 5.3k $202.8k | New |
| Kovack Advisors, Inc. 0.03% of their portfolio | 5.3k $202.1k | New |
| Rothschild Wealth LLC 0.07% of their portfolio | 5.2k $201.1k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 5.2k $200.2k | New |
| Avior Wealth Management, LLC 0.01% of their portfolio | 4.4k $170.2k | Added +3.5k |
| US BANCORP \DE\ 0.00% of their portfolio | 4.0k $153.4k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 3.3k $127.2k | Reduced -1.9k |
| MCF Advisors LLC 0.01% of their portfolio | 2.5k $96.0k | Added +3 |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 2.2k $84.8k | Added +856 |
| Venturi Wealth Management, LLC 0.01% of their portfolio | 2.0k $77.7k | New |
| Family Asset Management, LLC 0.06% of their portfolio | 2.0k $77.7k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 1.7k $66.1k | Added +207 |
| MORRIS FINANCIAL CONCEPTS, INC. 0.04% of their portfolio | 1.3k $50.4k | New |
| Parkside Financial Bank & Trust 0.01% of their portfolio | 1.2k $46.2k | Added +12 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio | 1.2k $45.3k | Reduced -355 |
| Westside Investment Management, Inc. 0.01% of their portfolio | 1.1k $42.2k | Unchanged |
| SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.1k $42.2k | New |
| PHILLIPS FINANCIAL MANAGEMENT, LLC 0.00% of their portfolio | 882 $33.8k | Unchanged |
| Mascoma Wealth Management LLC 0.01% of their portfolio | 857 $31.2k | Added +95 |
| HAZLETT, BURT & WATSON, INC. 0.03% of their portfolio | 824 $32.0k | Added +1 |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 816 $31.3k | Reduced -400 |
| BARCLAYS PLC 0.00% of their portfolio | 700 $26.9k | Unchanged |
| Kistler-Tiffany Companies, LLC 0.01% of their portfolio | 692 $26.6k | Added +2 |
| IFP Advisors, Inc 0.00% of their portfolio | 665 $17.2k | Reduced -969 |
| PSI Advisors, LLC 0.01% of their portfolio | 650 $24.9k | Added +1 |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 620 $23.8k | Unchanged |
| Tradition Wealth Management, LLC 0.00% of their portfolio | 617 $24.0k | Unchanged |
| JNBA Financial Advisors 0.00% of their portfolio | 585 $22.4k | Unchanged |
| SouthState Bank Corp 0.00% of their portfolio | 525 $20.1k | New |
| AlphaMark Advisors, LLC 0.01% of their portfolio | 501 $19.0k | Unchanged |
| Bartlett & Co. LLC 0.00% of their portfolio | 500 $19.0k | Unchanged |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 500 $19.2k | Unchanged |
| Ancora Advisors LLC 0.00% of their portfolio | 496 $19.0k | Unchanged |
| Plante Moran Financial Advisors, LLC 0.00% of their portfolio | 481 $18.4k | Added +2 |
| Sandy Spring Bank 0.00% of their portfolio | 475 $18.2k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 459 $17.6k | Added +57 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 412 $15.8k | Reduced -149 |
| Spire Wealth Management 0.00% of their portfolio | 388 $14.9k | Unchanged |
| Accel Wealth Management 0.01% of their portfolio | 375 $14.4k | Unchanged |
| PFS Partners, LLC 0.01% of their portfolio | 331 $12.7k | Added +1 |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 327 $11.8k | New |
| Mariner Managed Account Solutions, LLC 0.00% of their portfolio | 322 $12.4k | Added +1 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 312 $11.2k | Added +56 |
| Carmichael Hill & Associates, Inc. 0.01% of their portfolio | 257 $9.9k | Unchanged |
| North Star Investment Management Corp. 0.00% of their portfolio | 240 $9.2k | Unchanged |
| ICA Group Wealth Management, LLC 0.00% of their portfolio | 225 $8.6k | Unchanged |
| Lumature Wealth Partners, LLC 0.00% of their portfolio | 200 $7.7k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 200 $7.7k | New |
| CWM, LLC 0.00% of their portfolio | 189 $7.0k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 186 $7.1k | Added +144 |
| ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio | 178 $6.8k | Unchanged |
| Belpointe Asset Management LLC 0.00% of their portfolio | 169 $6.5k | Unchanged |