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 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
768,817
shares
|
$37.8 Million
3.05% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
356,404
shares
|
$17.5 Million
2.68% of portfolio
|
Q3 2024
Added 52.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
304,654
shares
|
$15 Million
0.01% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
211,557
shares
|
$10.4 Million
0.26% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
165,563
shares
|
$8.14 Million
0.01% of portfolio
|
Q2 2024
Added 70.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
115,928
shares
|
$5.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
104,081
shares
|
$5.11 Million
0.83% of portfolio
|
Q3 2024
Reduced 80.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
91,688
shares
|
$4.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
89,028
shares
|
$4.37 Million
1.21% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
80,411
shares
|
$3.95 Million
2.28% of portfolio
|
Q3 2022
Reduced 27.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
73,900
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2024
Added 143.44%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
52,875
shares
|
$2.6 Million
2.03% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
49,115
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2024
Added 3.46%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
46,371
shares
|
$2.28 Million
0.18% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
31,509
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
30,190
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Added 45.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
29,834
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.99%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
28,888
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2024
Reduced 28.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
24,785
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
22,579
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
21,290
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
19,469
shares
|
$956,706
0.02% of portfolio
|
Q2 2024
Added 18.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
18,159
shares
|
$892,333
0.0% of portfolio
|
Q2 2024
Added 5.46%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
17,747
shares
|
$872,087
0.1% of portfolio
|
Q3 2024
Added 443575.0%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
15,281
shares
|
$750,908
0.13% of portfolio
|
Q2 2024
Reduced 3.51%
|