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 59 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
349,763
shares
|
$17.5 Million
0.01% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
314,931
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2025
Added 455.18%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
281,308
shares
|
$14.1 Million
2.04% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
267,743
shares
|
$13.4 Million
0.1% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
253,016
shares
|
$12.7 Million
0.24% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
125,471
shares
|
$6.28 Million
0.0% of portfolio
|
Q4 2024
Added 106.95%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
110,827
shares
|
$5.54 Million
0.84% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
103,849
shares
|
$5.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.01%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
80,411
shares
|
$4.02 Million
2.28% of portfolio
|
Q3 2022
Reduced 27.84%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
73,039
shares
|
$3.65 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
68,640
shares
|
$3.43 Million
2.48% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
61,752
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.85%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
56,902
shares
|
$2.85 Million
1.01% of portfolio
|
Q1 2025
Added 459.67%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
46,371
shares
|
$2.32 Million
0.18% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
45,627
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,711
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
31,000
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2025
Reduced 95.28%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
30,000
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
24,363
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 101.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
22,728
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
20,461
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,135
shares
|
$907,112
0.0% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,752
shares
|
$837,935
0.0% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
15,281
shares
|
$764,355
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
14,724
shares
|
$736,494
0.11% of portfolio
|
Q2 2025
Reduced 0.01%
|