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 3.32 Million shares, which have been reported (via 13F filing form) to have a value of $171 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
|
$787,582
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
14,725
shares
|
$758,926
0.13% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
14,033
shares
|
$723,260
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
13,397
shares
|
$690,481
0.03% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
12,108
shares
|
$624,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
9,237
shares
|
$476,074
0.3% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
8,383
shares
|
$432,059
0.13% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
7,225
shares
|
$372,376
0.0% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
6,234
shares
|
$321,300
0.05% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
6,122
shares
|
$315,527
0.0% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,897
shares
|
$303,931
0.0% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,715
shares
|
$294,551
0.01% of portfolio
|
Q4 2021
Reduced 96.59%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
5,495
shares
|
$283,212
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
5,346
shares
|
$275,532
0.09% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
4,482
shares
|
$231,002
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
4,362
shares
|
$224,817
0.0% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,496
shares
|
$128,643
0.0% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,410
shares
|
$124,211
0.0% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,893
shares
|
$97,565
0.0% of portfolio
|
Q4 2024
Added 59.08%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$82,464
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,003
shares
|
$51,694
0.01% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
855
shares
|
$44,066
0.0% of portfolio
|
Q4 2024
Reduced 77.84%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
500
shares
|
$25,770
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
410
shares
|
$21,131
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
390
shares
|
$20,100
0.0% of portfolio
|
Q4 2024
Added 38900.0%
|