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 60 institutions that hold shares in the stock, with a total of 2.72 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
12,279
shares
|
$614,195
0.03% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,987
shares
|
$599,589
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
9,949
shares
|
$497,648
0.3% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
9,108
shares
|
$455,582
0.16% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
7,625
shares
|
$381,402
0.25% of portfolio
|
Q2 2025
Reduced 26.37%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
7,001
shares
|
$350,190
0.0% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
7,001
shares
|
$350,190
0.0% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
6,234
shares
|
$311,824
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
6,065
shares
|
$303,371
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
6,027
shares
|
$301,470
0.02% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,715
shares
|
$285,864
0.01% of portfolio
|
Q4 2021
Reduced 96.59%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
5,107
shares
|
$255,452
0.0% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,784
shares
|
$239,295
0.0% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,235
shares
|
$211,834
0.0% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,048
shares
|
$202,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,350
shares
|
$117,547
0.0% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,772
shares
|
$88,635
0.0% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,500
shares
|
$75,030
0.08% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
819
shares
|
$40,966
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
410
shares
|
$20,508
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
404
shares
|
$20,208
0.0% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
342
shares
|
$17,106
0.01% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
270
shares
|
$13,505
0.0% of portfolio
|
Q1 2025
New holding
|