iShares Bloomberg Roll SelecCMDYETF
13F holders, Q1 2024 (March 31)55holders
$47.93avg. 13F price*
At the end of Q1 2024, 55 institutions reported holding iShares Bloomberg Roll Selec (CMDY) in their 13F filings. The largest holders were Alaska Permanent Capital Management, LLC ($30.8M), Envestnet Asset Management Inc. ($12.2M) and Alaska Wealth Advisors, LLC ($11.5M).
- Company
- iShares Bloomberg Roll Selec
- CUSIP
- 46431W598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.2M |
| Exits | 10 | $5.0M |
Ownership 55 holders
| Alaska Permanent Capital Management, LLC | 2.40% | Reduce -14.1% | 641,566 | $30.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.2% | 253,795 | $12.2M |
| Alaska Wealth Advisors, LLC | 1.74% | Reduce -24.8% | 240,205 | $11.5M |
| Principal Securities, Inc. | 0.24% | Add +17.1% | 162,258 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 143,846 | $6.9M |
| Disciplina Capital Management LLC | 0.93% | Add +9.3% | 115,267 | $5.5M |
| Bank of America Corp. | 0.00% | Reduce -65.2% | 110,085 | $5.3M |
| FDx Advisors, Inc. | 0.71% | Add +0.1% | 98,165 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +154.0% | 97,045 | $4.7M |
| Horizons Wealth Management | 2.83% | No change | 91,803 | $4.3M |
| Intrepid Financial Planning Group LLC | 1.23% | Reduce -4.8% | 59,514 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 47,473 | $2.3M |
| NorthCoast Asset Management LLC | 0.02% | New | 40,425 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 32,425 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +18.4% | 30,710 | $1.5M |
| Bank of Montreal | 0.00% | New | 30,356 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.0% | 23,107 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +3.9% | 23,076 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +56.9% | 20,808 | $998K |
| Cetera Investment Advisers | 0.00% | Add +210.9% | 17,219 | $826K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.0% | 16,479 | $790K |
| Lake Street Private Wealth, LLC | 0.11% | No change | 15,837 | $759K |
| Hollencrest Capital Management | 0.03% | Add +1.2% | 13,224 | $634K |
| National Philanthropic Trust | 0.01% | Add +1.2% | 13,224 | $634K |
| Wolf Group Capital Advisors | 0.24% | No change | 10,167 | $503K |
| WT Wealth Management | 0.16% | Add +1.0% | 9,522 | $457K |
| Pullen Investment Management, LLC | 0.38% | — | 9,436 | $452K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -97.6% | 7,863 | $377K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -15.2% | 7,226 | $346K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -15.2% | 7,226 | $346K |
| Faithward Advisors, LLC | 0.06% | No change | 7,038 | $337K |
| Commonwealth Equity Services, LLC | 0.00% | New | 6,103 | $293K |
| Seaside Wealth Management, Inc. | 0.10% | No change | 5,125 | $246K |
| MML Investors Services, LLC | 0.00% | Reduce -51.0% | 5,088 | $244K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -4.5% | 5,007 | $240K |
| US Bancorp \de | 0.00% | Add +0.2% | 4,789 | $230K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,718 | $179K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.7% | 3,671 | $176K |
| Cohen & Steers, Inc. | 0.00% | Add +18.6% | 3,292 | $158K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 961 | $46K |
| UBS Group AG | 0.00% | New | 672 | $32K |
| Ameliora Wealth Management Ltd. | 0.01% | Reduce -30.1% | 500 | $24K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 410 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 400 | $19K |
| Pineridge Advisors LLC | 0.00% | No change | 204 | $10K |
| Cwm, LLC | 0.00% | Reduce -97.5% | 167 | $8K |
| Spire Wealth Management | 0.00% | No change | 153 | $7K |
| BlackRock Inc. | 0.00% | Reduce -99.7% | 142 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | New | 138 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 124 | $6K |
| Morgan Stanley | 0.00% | Reduce -74.6% | 72 | $3K |
| CNB Bank | 0.00% | New | 64 | $3K |
| Stephens Consulting, LLC | 0.00% | No change | 36 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.9% | 22 | $1K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -100.0% | 4 | $192 |
"% of holder's portfolio" is CMDY's weight in each manager's 13F, not the share of iShares Bloomberg Roll Selec the manager owns.