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 3.22 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Capital Management
|
May 01, 2025 Q1 2025 |
656,434
shares
|
$32.5 Million
2.87% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
333,532
shares
|
$16.5 Million
2.71% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
329,377
shares
|
$16.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
314,931
shares
|
$15.6 Million
0.0% of portfolio
|
Q1 2025
Added 455.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
225,401
shares
|
$11.1 Million
0.24% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
217,761
shares
|
$10.8 Million
0.09% of portfolio
|
Q1 2025
Added 37.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
136,653
shares
|
$6.76 Million
0.0% of portfolio
|
Q1 2025
Added 215.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
125,471
shares
|
$6.2 Million
0.0% of portfolio
|
Q4 2024
Added 106.95%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
110,827
shares
|
$5.48 Million
0.84% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
80,411
shares
|
$3.98 Million
2.28% of portfolio
|
Q3 2022
Reduced 27.84%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
75,206
shares
|
$3.72 Million
1.27% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
68,513
shares
|
$3.39 Million
2.65% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
61,752
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.85%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
56,902
shares
|
$2.81 Million
1.01% of portfolio
|
Q1 2025
Added 459.67%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
46,371
shares
|
$2.29 Million
0.18% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
44,849
shares
|
$2.22 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
40,809
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
33,984
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
25,695
shares
|
$1.27 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
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 101.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
21,837
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
19,223
shares
|
$950,577
0.0% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
19,054
shares
|
$942,220
0.1% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
17,975
shares
|
$888,863
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
15,281
shares
|
$755,645
0.1% of portfolio
|
Q2 2024
New holding
|