iShares Bloomberg Roll SelecCMDYETF

13F holders, Q2 2026 (June 30)
78holders +5
10new positions
4sold out
$55.16avg. 13F price*

At the end of Q2 2026, 78 institutions reported holding iShares Bloomberg Roll Selec (CMDY) in their 13F filings, up 5 from Q1 2026. 10 opened new positions and 4 sold out. The largest holders were TD Waterhouse Canada Inc. ($78.9M), Ameriprise Financial Inc. ($47.3M) and Envestnet Asset Management Inc. ($22.7M).

Company
iShares Bloomberg Roll Selec
CUSIP
46431W598
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 55Q1 2024Q2 2024: 54Q2 2024Q3 2024: 52Q3 2024Q4 2024: 60Q4 2024Q1 2025: 56Q1 2025Q2 2025: 59Q2 2025Q3 2025: 63Q3 2025Q4 2025: 67Q4 2025Q1 2026: 73Q1 2026Q2 2026: 78Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$24.4M
Exits4$845K

All 13F filers, Q1 2026 → Q2 2026: 1,207,122 shares bought and 192,394 shares sold, net +1,014,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

TD Waterhouse Canada Inc. 0.21% Add +27.1% 1,433,635 $78.9M
Ameriprise Financial Inc. 0.01% Reduce -0.9% 856,123 $47.3M
Envestnet Asset Management Inc. 0.01% Reduce -5.3% 411,442 $22.7M
Heck Capital Advisors, LLC 1.34% New 407,139 $22.5M
First Foundation Advisors 0.56% Add +113.3% 284,185 $15.7M
Principal Securities, Inc. 0.18% Reduce -5.6% 270,142 $14.9M
Bank of America Corp. 0.00% Add +31.0% 211,943 $11.7M
Disciplina Capital Management LLC 1.14% Add +4.2% 200,154 $11.1M
Osaic Holdings, Inc. 0.01% Add +32.9% 173,084 $9.6M
LPL Financial LLC 0.00% Add +18.4% 156,096 $8.6M
Wesbanco Bank Inc. 0.19% Add +126.0% 137,186 $7.6M
Proficio Capital Partners LLC 0.27% Add +62.0% 134,645 $7.4M
JPMorgan Chase & Co. 0.00% Reduce -7.9% 126,351 $6.9M
Alaska Wealth Advisors, LLC 0.59% Reduce -2.9% 98,138 $5.4M
Raymond James Financial Inc. 0.00% Add +34.5% 95,905 $5.3M
FDx Advisors, Inc. 1.17% Reduce -5.2% 70,022 $3.9M
Vontobel Holding Ltd. 0.01% Reduce -53.6% 61,200 $3.4M
Cetera Investment Advisers 0.00% Add +106.6% 41,576 $2.3M
SteelPeak Wealth, LLC 0.04% Add +9.5% 28,480 $1.6M
Kingsview Wealth Management, LLC 0.02% Add +1.8% 27,472 $1.5M
Silver Oak Securities, Incorporated 0.07% Reduce -3.1% 21,499 $1.2M
OpenArc Corporate Advisory, LLC 0.01% No change 20,746 $1.1M
Cohen & Steers, Inc. 0.00% Add +22.7% 18,621 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.7% 18,480 $1.0M
Jane Street Group, LLC 0.00% New 17,990 $994K
Little House Capital LLC 0.22% Add +2.9% 17,755 $981K
Susquehanna International Group, LLP 0.00% Reduce -67.1% 15,548 $859K
Lake Street Private Wealth, LLC 0.09% Reduce -0.0% 14,663 $810K
Truist Financial Corp. 0.00% Reduce -1.4% 13,853 $765K
Laurel Oak Wealth Management, LLC 0.11% Reduce -2.6% 13,256 $732K
Hollencrest Capital Management 0.04% Reduce -7.3% 11,230 $620K
National Philanthropic Trust 0.01% Reduce -7.3% 11,230 $620K
MML Investors Services, LLC 0.00% Reduce -3.3% 10,766 $595K
Fifth Third Securities, Inc. 0.03% Add +9.3% 8,581 $474K
Pullen Investment Management, LLC 0.21% Reduce -11.0% 8,114 $448K
Columbia River Financial Group, LLC 0.23% Add +2.0% 7,816 $431K
Focus Partners Wealth 0.00% Reduce -23.7% 6,579 $363K
Valmark Advisers, Inc. 0.00% Reduce -6.3% 6,187 $342K
Orion Porfolio Solutions, LLC 0.00% Reduce -7.5% 5,832 $322K
Flow Traders U.S. LLC 0.01% New 5,562 $307K
HighTower Advisors, LLC 0.00% Reduce -17.3% 5,441 $301K
Creative Planning 0.00% New 5,414 $299K
Noble Wealth Partners LLC 0.25% — 5,174 $286K
Commonwealth Equity Services, LLC 0.00% Reduce -1.5% 5,124 $283K
Seaside Wealth Management, Inc. 0.07% Add +1.1% 4,910 $271K
Atria Investments, Inc 0.00% Reduce -2.1% 4,314 $238K
Faithward Advisors, LLC 0.03% Reduce -17.7% 3,823 $211K
Manning & Napier Advisors LLC 0.00% No change 3,315 $183K
Advisors Preferred, LLC 0.02% Reduce -18.7% 2,224 $123K
Essential Partners LLC 0.06% No change 2,199 $121K
10Elms LLP 0.05% Reduce -5.8% 2,020 $112K
Parallel Advisors, LLC 0.00% New 1,947 $108K
IFP Advisors, Inc 0.00% No change 1,921 $106K
Mather Group, Llc. 0.00% New 1,718 $95K
Rockefeller Capital Management L.P. 0.00% No change 1,449 $80K
PlanVest Financial, Inc 0.05% Add +3.8% 1,299 $72K
Jones Financial Companies LLLP 0.00% New 985 $54K
Stone House Investment Management, LLC 0.01% Reduce -1.8% 961 $53K
Groesbeck Investment Management Corp. 0.08% New 910 $50K
Salem Investment Counselors Inc. 0.00% Add +16.7% 700 $39K
NewEdge Advisors, LLC 0.00% Reduce -47.5% 659 $36K
UBS Group AG 0.00% Add +142.7% 648 $36K
Ameliora Wealth Management Ltd. 0.01% No change 342 $19K
Harbour Investments, Inc. 0.00% Add +5.6% 322 $18K
US Bancorp \de 0.00% New 294 $16K
Bravera Wealth 0.01% No change 257 $14K
FMR LLC 0.00% Add +4880.0% 249 $14K
CoreCap Advisors, LLC 0.00% Reduce -10.2% 239 $13K
Spire Wealth Management 0.00% No change 153 $8K
NBH Bank 0.00% — 150 $8K
Key Capital Management, INC 0.00% Reduce -1.8% 111 $6K
Royal Bank of Canada 0.00% Add +112.5% 102 $6K
Smartleaf Asset Management LLC 0.00% No change 84 $5K
Copia Wealth Management 0.00% No change 75 $4K
Financial Network Wealth Advisors LLC 0.00% New 31 $2K
Simplex Trading, LLC 0.00% Reduce -67.4% 28 $2K
Nvwm, LLC 0.00% Add +33.3% 4 $221
Quaker Wealth Management, LLC 0.00% No change 2 $111

"% of holder's portfolio" is CMDY's weight in each manager's 13F, not the share of iShares Bloomberg Roll Selec the manager owns.