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 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
12,809
shares
|
$633,917
0.03% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
10,167
shares
|
$503,164
0.22% of portfolio
|
Q3 2024
Reduced 77.69%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
9,436
shares
|
$466,987
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,536
shares
|
$422,446
0.0% of portfolio
|
Q3 2024
Reduced 70.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,380
shares
|
$414,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
8,346
shares
|
$413,043
0.11% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
7,145
shares
|
$353,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,578
shares
|
$325,545
0.0% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
6,351
shares
|
$314,310
0.06% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,983
shares
|
$296,098
0.0% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,715
shares
|
$282,835
0.01% of portfolio
|
Q4 2021
Reduced 96.59%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,585
shares
|
$276,401
0.0% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
5,495
shares
|
$271,947
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
5,346
shares
|
$264,573
0.09% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
4,482
shares
|
$221,814
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,269
shares
|
$211,272
0.0% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,858
shares
|
$190,932
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,603
shares
|
$128,822
0.0% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,893
shares
|
$93,684
0.0% of portfolio
|
Q4 2024
Added 59.08%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,814
shares
|
$89,774
0.0% of portfolio
|
Q3 2024
Reduced 44.75%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
1,489
shares
|
$73,690
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
962
shares
|
$47,609
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
568
shares
|
$28,110
0.0% of portfolio
|
Q3 2024
Reduced 99.23%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
500
shares
|
$24,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
442
shares
|
$21,874
0.0% of portfolio
|
Q3 2024
New holding
|