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 54 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 $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
10,167
shares
|
$479,170
0.22% of portfolio
|
Q3 2024
Reduced 77.69%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
9,436
shares
|
$444,718
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,536
shares
|
$402,301
0.0% of portfolio
|
Q3 2024
Reduced 70.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,380
shares
|
$394,949
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
8,346
shares
|
$393,346
0.11% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,578
shares
|
$310,021
0.0% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
6,351
shares
|
$299,322
0.06% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,983
shares
|
$281,978
0.0% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,715
shares
|
$269,347
0.01% of portfolio
|
Q4 2021
Reduced 96.59%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,585
shares
|
$263,221
0.0% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
5,125
shares
|
$241,541
0.1% of portfolio
|
Q4 2023
Added 5.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,269
shares
|
$201,197
0.0% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,123
shares
|
$194,316
0.01% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,858
shares
|
$181,827
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,603
shares
|
$122,679
0.0% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,814
shares
|
$85,493
0.0% of portfolio
|
Q3 2024
Reduced 44.75%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
962
shares
|
$45,339
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
568
shares
|
$26,769
0.0% of portfolio
|
Q3 2024
Reduced 99.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
442
shares
|
$20,831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
410
shares
|
$19,323
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
352
shares
|
$16,589
0.01% of portfolio
|
Q2 2024
Reduced 29.6%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
153
shares
|
$7,210
0.0% of portfolio
|
Q1 2023
Reduced 51.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
124
shares
|
$5,844
0.0% of portfolio
|
Q3 2023
Reduced 77.78%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
116
shares
|
$5,467
0.0% of portfolio
|
Q2 2024
Reduced 30.54%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
36
shares
|
$1,696
0.0% of portfolio
|
Q4 2021
New holding
|