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Ishares Bloomberg Roll Selec (CMDY)

CUSIP: 46431W598 | NYSE | 235 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

TD Waterhouse Canada Inc.1,646,477
0.3% of portfolio›$98.2M
Vontobel Holding Ltd.209,750
0.0% of portfolio›$13.3M
Heck Capital Advisors, LLC201,338
0.7% of portfolio›$12.8M
Horizons Wealth Management89,945
3.6% of portfolio›$5.7M
Bank Julius Baer & Co. Ltd, Zurich77,060
0.0% of portfolio›$4.9M
Wesbanco Bank Inc72,340
0.2% of portfolio›$4.6M
Trek Financial, LLC67,517
0.2% of portfolio›$4.3M
Procyon Advisors, LLC55,411
0.1% of portfolio›$3.5M
SteelPeak Wealth, LLC28,475
0.0% of portfolio›$1.8M
OpenArc Corporate Advisory, LLC20,746
0.0% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.16,533
0.0% of portfolio›$1.1K
Lake Street Private Wealth, LLC14,664
0.1% of portfolio›$932.9K
Laurel OAK Wealth Management, LLC11,649
0.1% of portfolio›$741.1K
Fifth Third Securities, Inc.8,937
0.0% of portfolio›$568.6K
Pullen Investment Management, LLC8,254
0.3% of portfolio›$525.1K
Creative Planning8,252
0.0% of portfolio›$525.0K
Truist Financial Corp6,249
0.0% of portfolio›$397.6K
Commonwealth Equity Services, LLC4,937
0.0% of portfolio›$314.1K
Parallel Advisors, LLC4,789
0.0% of portfolio›$304.7K
Kestra Advisory Services, LLC4,361
0.0% of portfolio›$277.4K
Atria Investments, Inc4,052
0.0% of portfolio›$257.8K
Essential Partners LLC2,199
0.1% of portfolio›$139.9K
Rossby Financial, LCC1,538
0.0% of portfolio›$97.8K
IFP Advisors, Inc988
0.0% of portfolio›$62.9K
Kingdom Financial Group Llc.699
0.0% of portfolio›$44.5K
Ameliora Wealth Management Ltd.342
0.0% of portfolio›$21.8K
CoreCap Advisors, LLC239
0.0% of portfolio›$15.2K
Silver Grove Financial Group, Inc.184
0.0% of portfolio›$11.7K
Simplex Trading, LLC165
0.0% of portfolio›$10.5K
Spire Wealth Management153
0.0% of portfolio›$9.7K
Key Capital Management, Inc111
0.0% of portfolio›$7.1K
Montgomery Financial Services LLC100
0.0% of portfolio›$6.4K
Evolution Wealth Management Inc.66
0.0% of portfolio›$4.2K
Lloyd Advisory Services, Llc.40
0.0% of portfolio›$2.5K
Root Financial Partners, LLC35
0.0% of portfolio›$2.2K
Quaker Wealth Management, LLC2
0.0% of portfolio›$128
StyleTurnoverLocationFiled
TD Waterhouse Canada Inc.
1,646,477$98.2M0.3%CoreLowToronto, Australia2026-10-16
Vontobel Holding Ltd.
209,750$13.3M0.0%CoreMediumZurich, Switzerland2026-10-16
Heck Capital Advisors, LLC
201,338$12.8M0.7%ETFMediumRhinelander, WI2026-10-14
Horizons Wealth Management
89,945$5.7M3.6%ETFLowAsheville, NC2026-10-05
Bank Julius Baer & Co. Ltd, Zurich
77,060$4.9M0.0%GrowthMediumZurich, Switzerland2026-10-29
Wesbanco Bank Inc
72,340$4.6M0.2%CoreLowWheeling, WV2026-11-04
Trek Financial, LLC
67,517$4.3M0.2%ETFHighScottsdale, AZ2026-10-29
Procyon Advisors, LLC
55,411$3.5M0.1%CoreVery LowShelton, CT2026-10-21
SteelPeak Wealth, LLC
28,475$1.8M0.0%GrowthHighWoodland Hills, CA2026-10-16
OpenArc Corporate Advisory, LLC
20,746$1.3M0.0%GrowthLowAtlanta, GA2026-10-21
Cambridge Investment Research Advisors, Inc.
16,533$1.1K0.0%ETFLowFairfield, IA2026-11-02
Lake Street Private Wealth, LLC
14,664$932.9K0.1%GrowthLowChicago, IL2026-10-22
Laurel OAK Wealth Management, LLC
11,649$741.1K0.1%GrowthLowMarlton, NJ2026-10-19
Fifth Third Securities, Inc.
8,937$568.6K0.0%ETFLowCincinnati, OH2026-10-21
Pullen Investment Management, LLC
8,254$525.1K0.3%Deep ValueMediumBradenton, FL2026-10-23
Creative Planning
8,252$525.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
6,249$397.6K0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
4,937$314.1K0.0%ETFLowWaltham, MA2026-11-02
Parallel Advisors, LLC
4,789$304.7K0.0%IndexLowSan Francisco, CA2026-11-03
Kestra Advisory Services, LLC
4,361$277.4K0.0%CoreLowAustin, TX2026-11-02
Atria Investments, Inc
4,052$257.8K0.0%CoreMediumCharlotte, NC2026-10-15
Essential Partners LLC
2,199$139.9K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Rossby Financial, LCC
1,538$97.8K0.0%ETFMediumMelbourne, FL2026-11-05
IFP Advisors, Inc
988$62.9K0.0%GrowthLowTampa, FL2026-10-16
Kingdom Financial Group Llc.
699$44.5K0.0%ETFMediumPeoria, AZ2026-11-04
Ameliora Wealth Management Ltd.
342$21.8K0.0%ETFLowZurich, Switzerland2026-10-23
CoreCap Advisors, LLC
239$15.2K0.0%ETFMediumSouthfield, MI2026-10-08
Silver Grove Financial Group, Inc.
184$11.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Simplex Trading, LLC
165$10.5K0.0%CoreVery HighChicago, IL2026-11-04
Spire Wealth Management
153$9.7K0.0%GrowthMediumMclean, VA2026-10-30
Key Capital Management, Inc
111$7.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Montgomery Financial Services LLC
100$6.4K0.0%ETFN/AOcean City, MD2026-11-03
Evolution Wealth Management Inc.
66$4.2K0.0%ETFMediumFort Myers, FL2026-10-28
Lloyd Advisory Services, Llc.
40$2.5K0.0%ETFVery HighSuwanee, GA2026-11-02
Root Financial Partners, LLC
35$2.2K0.0%ETFMediumEncinitas, CA2026-10-21
Quaker Wealth Management, LLC
2$1280.0%ETFMediumMoorestown, NJ2026-10-22