CMDYISHARES U S ETF TR
CUSIP 46431W598 · Yahoo Finance ↗ · Google Finance ↗
Ishares U S Etf Tr (CMDY) has 72 institutional holders in Filings Flow’s 13F database, together reporting 4.61M shares worth $266M as of Q1 2026. The largest reported holders are Td Waterhouse Canada Inc., Ameriprise Financial Inc, and Envestnet Asset Management Inc.
Institutional Holders
72
Q1 2026
Reported Value
$266M
Ticker
CMDY
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Horizons Wealth Management$152M AUM | 3.57% | $5M | 91.8K | Q1 2026OLDER |
| Disciplina Capital Management LLC$944M AUM | 1.21% | $11M | 192.1K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 0.72% | $6M | 101.1K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.32% | $8M | 133.2K | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 0.27% | $541,580 | 9.1K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.26% | $1M | 17.3K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.26% | $5M | 83.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.25% | $17M | 286.1K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.20% | $66M | 1.13M | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.19% | $2M | 32.2K | Q4 2025OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.14% | $808,825 | 13.6K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.13% | $315,843 | 6.3K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.11% | $871,306 | 14.7K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.10% | $4M | 60.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.10% | $1M | 22.2K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.08% | $288,577 | 4.9K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.08% | $127,456 | 2.1K | Q1 2026OLDER |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 0.08% | $901,269 | 17.1K | Q3 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.06% | $74,334 | 1.3K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.05% | $2M | 26.0K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.04% | $275,866 | 4.6K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.04% | $48,750 | 1.0K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $466,447 | 7.8K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.03% | $8M | 132.0K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.03% | $719,695 | 12.1K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.02% | $162,514 | 2.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $2M | 27.0K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.02% | $1M | 20.7K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.02% | $614,947 | 13.1K | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $51M | 863.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 130.2K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.01% | $58,202 | 979 | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $212,925 | 4.0K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $26M | 434.4K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.01% | $15,271 | 257 | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.01% | $20,322 | 342 | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $392,469 | 6.6K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $6,714 | 113 | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $8,913 | 150 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $374,762 | 6.3K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.00% | $4,457 | 75 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $227,820 | 3.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $261,875 | 4.4K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $196,977 | 3.3K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $200,781 | 3.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $114,146 | 1.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $66,044 | 1.4K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 131.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $661,492 | 11.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 71.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 20.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $834,491 | 14.0K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $35,652 | 600 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 161.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $512,498 | 8.6K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $1,755 | 36 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $450,495 | 9.2K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 137.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $309,230 | 5.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $390,776 | 6.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $13,200 | 239 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 47.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $9,091 | 153 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $18,123 | 305 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $74,647 | 1.3K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 25.0K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,011 | 84 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $86,128 | 1.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $26,107 | 536 | Q4 2025OLDER |
| NVWM, LLC$449M AUM | 0.00% | $178 | 3 | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $119 | 2 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $4,156 | 79 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $331,500 | 6.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $3,684 | 62 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,436 | 41 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5,110 | 86 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15,865 | 267 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,339 | 89 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3,000 | 48 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $310 | 5 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.