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 56 institutions that hold shares in the stock, with a total of 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Capital Management
|
Jul 22, 2024 Q2 2024 |
757,372
shares
|
$36 Million
3.2% of portfolio
|
Q2 2024
Added 18.05%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 05, 2024 Q2 2024 |
540,457
shares
|
$25.7 Million
8.22% of portfolio
|
Q2 2024
Added 368.87%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
287,674
shares
|
$13.7 Million
0.01% of portfolio
|
Q2 2024
Added 13.35%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 22, 2024 Q2 2024 |
234,480
shares
|
$11.1 Million
1.8% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
196,567
shares
|
$9.33 Million
0.27% of portfolio
|
Q2 2024
Added 21.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
165,563
shares
|
$7.86 Million
0.01% of portfolio
|
Q2 2024
Added 70.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
115,928
shares
|
$5.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
F Dx Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
95,337
shares
|
$4.53 Million
1.3% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
91,688
shares
|
$4.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
80,411
shares
|
$3.82 Million
2.28% of portfolio
|
Q3 2022
Reduced 27.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
73,900
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2024
Added 143.44%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
57,674
shares
|
$2.74 Million
1.23% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 22, 2024 Q2 2024 |
50,917
shares
|
$2.42 Million
2.03% of portfolio
|
Q2 2024
Reduced 44.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
49,115
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2024
Added 3.46%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
46,371
shares
|
$2.2 Million
0.18% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Wolf Group Capital Advisors
|
Jul 30, 2024 Q2 2024 |
45,569
shares
|
$2.16 Million
0.91% of portfolio
|
Q2 2024
Added 348.2%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
31,509
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
30,190
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
Added 45.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
29,834
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.99%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
28,888
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 28.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
24,785
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
21,878
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
21,290
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
19,469
shares
|
$924,388
0.02% of portfolio
|
Q2 2024
Added 18.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
18,159
shares
|
$862,189
0.0% of portfolio
|
Q2 2024
Added 5.46%
|