IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Self-Driving Ev&tech (IDRV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
DECREASED
Shares180,414 from 188,566
Change-8,152 (-4%)
Value$5.9M (-$1.3M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares144,646 from 2,267
Change+142,379 (+6281%)
Value$4.7M (+$4.6M)
Filed 2026-11-04
Cambiar Investors LLC
NEW
Shares96,060
Change+96,060
Value$3.2M
Filed 2026-11-04
Biltmore Family Office, LLC
INCREASED
Shares59,988 from 39,361
Change+20,627 (+52%)
Value$2.0M (+$471.9K)
Filed 2026-11-03
Bank of New York Mellon Corp
NEW
Shares51,180
Change+51,180
Value$1.7M
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares49,707 from 51,757
Change-2,050 (-4%)
Value$1.6M (-$338.3K)
Filed 2026-11-06
Thompson Siegel & Walmsley LLC
NEW
Shares26,659
Change+26,659
Value$876.0K
Filed 2026-11-05
CX Institutional
INCREASED
Shares26,197 from 25,967
Change+230 (+1%)
Value$861 (-$128)
Filed 2026-10-02
Commonwealth Equity Services, LLC
INCREASED
Shares23,336 from 20,488
Change+2,848 (+14%)
Value$767.0K (-$13.6K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares17,949 from 282
Change+17,667 (+6265%)
Value$589.9K (+$579.2K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares11,504 from 13,647
Change-2,143 (-16%)
Value$378.1K (-$141.9K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares8,815 from 8,917
Change-102 (-1%)
Value$289.7K (-$50.0K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares1,438 from 1,634
Change-196 (-12%)
Value$47.3K (-$15.0K)
Filed 2026-10-26
Cdkv Holdings LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$25.6K (-$4.1K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$18.3K (-$2.9K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares545
Change+545
Value$17.9K
Filed 2026-10-30
Hilltop National Bank
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$17.2K (-$2.7K)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$16.7K (-$2.7K)
Filed 2026-10-16
PFS Partners, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$11.6K (-$1.8K)
Filed 2026-10-21
Hurley Capital, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.9K (-$1.6K)
Filed 2026-11-05
Strategic Advocates LLC
DECREASED
Shares212 from 250
Change-38 (-15%)
Value$7.0K (-$2.6K)
Filed 2026-11-03
Farther Finance Advisors, LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$6.8K (-$1.1K)
Filed 2026-10-08
TD Waterhouse Canada Inc.
NEW
Shares196
Change+196
Value$6.4K
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$6.1K ($0)
Filed 2026-11-06
CoreCap Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$4.9K (-$785)
Filed 2026-10-08
Simplex Trading, LLC
INCREASED
Shares137 from 22
Change+115 (+523%)
Value$4.5K (+$3.7K)
Filed 2026-11-04
Accordant Advisory Group Inc
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$4.3K (-$691)
Filed 2026-10-29
Creative Financial Designs Inc
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$4.1K (-$649)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$3.8K (-$602)
Filed 2026-10-09
Jacobi Capital Management LLC
NEW
Shares114
Change+114
Value$3.7K
Filed 2026-11-05
Roxbury Financial LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$3.4K (-$537)
Filed 2026-10-01
Larson Financial Group LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.4K (-$225)
Filed 2026-11-05
US Bancorp \de\
NEW
Shares42
Change+42
Value$1.4K
Filed 2026-11-05
City State Bank
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$822 (-$131)
Filed 2026-10-20
GHP Investment Advisors, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$726 (-$116)
Filed 2026-10-15
Washington Trust Advisors, Inc.
NEW
Shares11
Change+11
Value$359
Filed 2026-10-22
Russell Investments Group, Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$99 (-$15)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 10,759
Change-10,759 (-100%)
Value$0 (-$396.6K)
Filed 2026-10-13
Creative Planning
CLOSED
Shares0 from 6,312
Change-6,312 (-100%)
Value$0 (-$240.5K)
Filed 2026-11-02
WealthSpring Partners, LLC
CLOSED
Shares0 from 6,125
Change-6,125 (-100%)
Value$0 (-$233.4K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 1,597
Change-1,597 (-100%)
Value$0 (-$60.8K)
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$191)
Filed 2026-11-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 ($0)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 151,789
Change-151,789 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 102,008
Change-102,008 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 69,424
Change-69,424 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 68,327
Change-68,327 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 32,939
Change-32,939 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 30,610
Change-30,610 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 28,207
Change-28,207 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,778
Change-19,778 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 17,159
Change-17,159 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 13,090
Change-13,090 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,637
Change-12,637 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 12,632
Change-12,632 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,298
Change-11,298 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,629
Change-10,629 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,532
Change-5,532 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 740
Change-740 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 525
Change-525 (-100%)
Value—
FMR LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 379
Change-379 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 149
Change-149 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 45
Change-45 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 20
Change-20 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 0
Change0
Value—
Status
PNC Financial Services Group, Inc.
DECREASED180,414188,566-8,152-4%$7.2M$5.9M-$1.3M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED144,6462,267+142,379+6281%$85.8K$4.7M+$4.6M2026-11-04
Cambiar Investors LLC
NEW96,060—+96,060——$3.2M—2026-11-04
Biltmore Family Office, LLC
INCREASED59,98839,361+20,627+52%$1.5M$2.0M+$471.9K2026-11-03
Bank of New York Mellon Corp
NEW51,180—+51,180——$1.7M—2026-11-05
LPL Financial LLC
DECREASED49,70751,757-2,050-4%$2.0M$1.6M-$338.3K2026-11-06
Thompson Siegel & Walmsley LLC
NEW26,659—+26,659——$876.0K—2026-11-05
CX Institutional
INCREASED26,19725,967+230+1%$989$861-$1282026-10-02
Commonwealth Equity Services, LLC
INCREASED23,33620,488+2,848+14%$780.6K$767.0K-$13.6K2026-11-02
Fifth Third Bancorp
INCREASED17,949282+17,667+6265%$10.7K$589.9K+$579.2K2026-11-05
Kestra Advisory Services, LLC
DECREASED11,50413,647-2,143-16%$520.0K$378.1K-$141.9K2026-11-02
Merit Financial Group, LLC
DECREASED8,8158,917-102-1%$339.7K$289.7K-$50.0K2026-11-06
Lanark Financial, Inc.
DECREASED1,4381,634-196-12%$62.3K$47.3K-$15.0K2026-10-26
Cdkv Holdings LLC
UNCHANGED78078000%$29.7K$25.6K-$4.1K2026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED55555500%$21.2K$18.3K-$2.9K2026-11-04
Provenance Wealth Advisors, LLC
NEW545—+545——$17.9K—2026-10-30
Hilltop National Bank
UNCHANGED52452400%$20.0K$17.2K-$2.7K2026-10-14
IFP Advisors, Inc
UNCHANGED50850800%$19.4K$16.7K-$2.7K2026-10-16
PFS Partners, LLC
UNCHANGED35235200%$13.4K$11.6K-$1.8K2026-10-21
Hurley Capital, LLC
UNCHANGED30030000%$11.4K$9.9K-$1.6K2026-11-05
Strategic Advocates LLC
DECREASED212250-38-15%$9.5K$7.0K-$2.6K2026-11-03
Farther Finance Advisors, LLC
UNCHANGED20620600%$7.8K$6.8K-$1.1K2026-10-08
TD Waterhouse Canada Inc.
NEW196—+196——$6.4K—2026-10-16
Allworth Financial LP
UNCHANGED15915900%$6.1K$6.1K$02026-11-06
CoreCap Advisors, LLC
UNCHANGED15015000%$5.7K$4.9K-$7852026-10-08
Simplex Trading, LLC
INCREASED13722+115+523%$838$4.5K+$3.7K2026-11-04
Accordant Advisory Group Inc
UNCHANGED13213200%$5.0K$4.3K-$6912026-10-29
Creative Financial Designs Inc
UNCHANGED12412400%$4.7K$4.1K-$6492026-11-04
Armstrong Advisory Group, Inc
UNCHANGED11511500%$4.4K$3.8K-$6022026-10-09
Jacobi Capital Management LLC
NEW114—+114——$3.7K—2026-11-05
Roxbury Financial LLC
UNCHANGED10310300%$3.9K$3.4K-$5372026-10-01
Larson Financial Group LLC
UNCHANGED434300%$1.6K$1.4K-$2252026-11-05
US Bancorp \de\
NEW42—+42——$1.4K—2026-11-05
City State Bank
UNCHANGED252500%$953$822-$1312026-10-20
GHP Investment Advisors, Inc.
UNCHANGED222200%$842$726-$1162026-10-15
Washington Trust Advisors, Inc.
NEW11—+11——$359—2026-10-22
Russell Investments Group, Ltd.
UNCHANGED3300%$114$99-$152026-11-06
Wealth Enhancement Advisory Services, LLC
CLOSED010,759-10,759-100%$396.6K$0-$396.6K2026-10-13
Creative Planning
CLOSED06,312-6,312-100%$240.5K$0-$240.5K2026-11-02
WealthSpring Partners, LLC
CLOSED06,125-6,125-100%$233.4K$0-$233.4K2026-10-14
MCF Advisors LLC
CLOSED01,597-1,597-100%$60.8K$0-$60.8K2026-10-28
Bay Harbor Wealth Management, LLC
CLOSED050-50-100%$1.9K$0-$1.9K2026-11-03
Institute for Wealth Management, Llc.
CLOSED05-5-100%$191$0-$1912026-11-06
Evolution Advisers, Inc.
CLOSED05-5-100%$0$0$02026-11-06
Morgan Stanley
N/A—151,789-151,789-100%$5.8M———
Stratos Wealth Partners, Ltd.
N/A—102,008-102,008-100%$3.9M———
Bank of America Corp
N/A—69,424-69,424-100%$2.6M———
Susquehanna International Group, LLP
N/A—68,327-68,327-100%$2.6M———
One Wealth Map LLC
N/A—32,939-32,939-100%$1.2M———
Goldman Sachs Group Inc
N/A—30,610-30,610-100%$1.2M———
Wells Fargo & Company
N/A—28,207-28,207-100%$1.1M———
Jane Street Group, LLC
N/A—19,778-19,778-100%$753.5K———
Ameriprise Financial Inc
N/A—17,159-17,159-100%$653.8K———
Jones Financial Companies Lllp
N/A—13,090-13,090-100%$483.0K———
Cetera Investment Advisers
N/A—12,637-12,637-100%$481.5K———
Wealthfront Advisers LLC
N/A—12,632-12,632-100%$481.3K———
UBS Group AG
N/A—11,298-11,298-100%$430.5K———
Royal Bank of Canada
N/A—10,629-10,629-100%$406.0K———
Raymond James Financial Inc
N/A—5,783-5,783-100%$220.3K———
Osaic Holdings, Inc.
N/A—5,532-5,532-100%$210.9K———
Northwestern Mutual Wealth Management Co
N/A—2,252-2,252-100%$85.8K———
Smithfield Trust Co
N/A—1,135-1,135-100%$43.0K———
Kilter Group LLC
N/A—1,000-1,000-100%$38.1K———
IFG Advisory, LLC
N/A—910-910-100%$34.7K———
Bank of Montreal
N/A—740-740-100%$28.2K———
SouthState Bank Corp
N/A—525-525-100%$20.0K———
FMR LLC
N/A—382-382-100%$14.6K———
Harbour Investments, Inc.
N/A—379-379-100%$14.4K———
Morris Financial Concepts, Inc.
N/A—300-300-100%$11.4K———
Geneos Wealth Management Inc.
N/A—220-220-100%$8.4K———
Global Retirement Partners, LLC
N/A—213-213-100%$8.1K———
Rockefeller Capital Management L.P.
N/A—149-149-100%$5.7K———
Minot DeBlois Advisors LLC
N/A—115-115-100%$4.4K———
Lazard Asset Management LLC
N/A—87-87-100%$3.3K———
JPMorgan Chase & Co
N/A—45-45-100%$1.7K———
AE Wealth Management LLC
N/A—22-22-100%$838———
Glassman Wealth Services
N/A—20-20-100%$754———
SOA Wealth Advisors, Llc.
N/A—12-12-100%$461———
Glen Eagle Advisors, LLC
N/A—9-9-100%$336———
Financial Life Planners
N/A—00—$16———
Showing 80 of 80 institutions