Institutional Ownership Ishares Us ETF Tr Bloomberg Ro (CMDY)
This table provides information about the institutional ownership of Ishares Us ETF Tr Bloomberg Ro (CMDY). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
349,763
shares
|
$17.9 Million
0.01% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
314,931
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2025
Added 455.18%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
281,308
shares
|
$14.4 Million
2.04% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
225,401
shares
|
$11.5 Million
0.24% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
217,761
shares
|
$11.2 Million
0.09% of portfolio
|
Q1 2025
Added 37.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
136,653
shares
|
$7 Million
0.0% of portfolio
|
Q1 2025
Added 215.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
125,471
shares
|
$6.43 Million
0.0% of portfolio
|
Q4 2024
Added 106.95%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
110,827
shares
|
$5.68 Million
0.84% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
80,411
shares
|
$4.12 Million
2.28% of portfolio
|
Q3 2022
Reduced 27.84%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
75,206
shares
|
$3.85 Million
1.27% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
68,640
shares
|
$3.52 Million
2.48% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
61,752
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.85%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
56,902
shares
|
$2.91 Million
1.01% of portfolio
|
Q1 2025
Added 459.67%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
46,371
shares
|
$2.38 Million
0.18% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
45,627
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
33,984
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
31,000
shares
|
$1.59 Million
0.12% of portfolio
|
Q2 2025
Reduced 95.28%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
30,000
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
25,695
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
24,363
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 101.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
20,461
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
19,223
shares
|
$984,602
0.0% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,135
shares
|
$928,874
0.0% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
17,975
shares
|
$920,679
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
15,281
shares
|
$782,692
0.1% of portfolio
|
Q2 2024
New holding
|