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 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
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%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
407,620
shares
|
$20.2 Million
0.0% of portfolio
|
Q4 2024
Added 329.19%
|
|
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%
|
|
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 |
Feb 13, 2025 Q4 2024 |
158,439
shares
|
$7.83 Million
0.06% of portfolio
|
Q4 2024
Added 78.25%
|
|
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 |
Feb 12, 2025 Q4 2024 |
125,471
shares
|
$6.2 Million
0.0% of portfolio
|
Q4 2024
Added 106.95%
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
105,843
shares
|
$5.23 Million
0.85% of portfolio
|
Q4 2024
Added 1.69%
|
|
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%
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
72,712
shares
|
$3.6 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
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%
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
56,902
shares
|
$2.81 Million
1.01% of portfolio
|
Q1 2025
Added 459.67%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
56,726
shares
|
$2.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
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%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
23,958
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
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%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
19,391
shares
|
$958,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
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%
|