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 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $167 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
|
$782,998
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
14,725
shares
|
$754,509
0.13% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
12,279
shares
|
$629,175
0.03% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
10,356
shares
|
$530,641
0.36% of portfolio
|
Q1 2025
Reduced 26.2%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
9,237
shares
|
$473,303
0.3% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
9,108
shares
|
$466,693
0.16% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
7,001
shares
|
$358,731
0.0% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
6,234
shares
|
$319,430
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,005
shares
|
$307,696
0.0% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,715
shares
|
$292,836
0.01% of portfolio
|
Q4 2021
Reduced 96.59%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,602
shares
|
$287,046
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
5,572
shares
|
$285,509
0.02% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,353
shares
|
$223,047
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,334
shares
|
$222,074
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,048
shares
|
$207,419
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,350
shares
|
$120,414
0.0% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,943
shares
|
$99,559
0.0% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,500
shares
|
$76,860
0.08% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
1,335
shares
|
$68,405
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,003
shares
|
$51,393
0.01% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
819
shares
|
$41,965
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
779
shares
|
$39,915
0.0% of portfolio
|
Q1 2025
Reduced 67.68%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
410
shares
|
$21,008
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
404
shares
|
$20,700
0.0% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
342
shares
|
$17,524
0.01% of portfolio
|
Q4 2024
Reduced 2.84%
|