iShares Bloomberg Roll SelecCMDYETF

13F holders, Q1 2026 (March 31)
73holders +6
14new positions
8sold out
$59.30avg. 13F price*

At the end of Q1 2026, 73 institutions reported holding iShares Bloomberg Roll Selec (CMDY) in their 13F filings, up 6 from Q4 2025. 14 opened new positions and 8 sold out. The largest holders were TD Waterhouse Canada Inc. ($66.4M), Ameriprise Financial Inc. ($51.4M) and Envestnet Asset Management Inc. ($25.8M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions14$23.3M
Exits8$2.2M

All 13F filers, Q4 2025 → Q1 2026: 1,872,286 shares bought and 99,101 shares sold, net +1,773,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

TD Waterhouse Canada Inc. 0.20% Add +257.8% 1,127,480 $66.4M
Ameriprise Financial Inc. 0.01% Add +117.1% 863,858 $51.4M
Envestnet Asset Management Inc. 0.01% Add +2.4% 434,390 $25.8M
Principal Securities, Inc. 0.25% Reduce -0.5% 286,107 $17.0M
Disciplina Capital Management LLC 1.21% Reduce -1.4% 192,074 $11.4M
Bank of America Corp. 0.00% Add +6.8% 161,818 $9.6M
JPMorgan Chase & Co. 0.00% No change 137,128 $8.2M
First Foundation Advisors 0.32% Add +953.2% 133,199 $7.9M
Vontobel Holding Ltd. 0.03% New 132,000 $7.8M
LPL Financial LLC 0.00% Add +20.4% 131,878 $7.8M
Osaic Holdings, Inc. 0.01% Reduce -19.1% 130,246 $7.7M
Alaska Wealth Advisors, LLC 0.72% Reduce -1.2% 101,070 $6.0M
Horizons Wealth Management 3.62% Reduce -1.6% 91,840 $5.4M
Proficio Capital Partners LLC 0.26% New 83,140 $4.9M
FDx Advisors, Inc. 1.40% New 73,861 $4.4M
Raymond James Financial Inc. 0.00% Add +22.1% 71,298 $4.2M
Wesbanco Bank Inc. 0.10% No change 60,700 $3.6M
Susquehanna International Group, LLP 0.00% New 47,250 $2.8M
Kingsview Wealth Management, LLC 0.02% Reduce -5.5% 26,984 $1.6M
SteelPeak Wealth, LLC 0.05% Add +85.7% 26,007 $1.5M
Silver Oak Securities, Incorporated 0.10% Add +0.9% 22,180 $1.3M
OpenArc Corporate Advisory, LLC 0.02% New 20,746 $1.2M
Cetera Investment Advisers 0.00% Add +2.9% 20,127 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.2% 19,193 $1.1M
Little House Capital LLC 0.26% New 17,260 $1.0M
Cohen & Steers, Inc. 0.00% Reduce -5.0% 15,179 $902K
Lake Street Private Wealth, LLC 0.11% No change 14,664 $871K
Truist Financial Corp. 0.00% Add +109.8% 14,044 $834K
Laurel Oak Wealth Management, LLC 0.14% Reduce -23.8% 13,612 $809K
Hollencrest Capital Management 0.03% Reduce -12.4% 12,112 $720K
National Philanthropic Trust 0.01% Reduce -12.4% 12,112 $720K
MML Investors Services, LLC 0.00% Add +30.7% 11,132 $661K
Pullen Investment Management, LLC 0.27% Add +2.7% 9,114 $542K
Focus Partners Wealth 0.00% Reduce -11.4% 8,625 $512K
Fifth Third Securities, Inc. 0.03% Reduce -10.8% 7,850 $466K
Columbia River Financial Group, LLC 0.26% Reduce -6.9% 7,660 $455K
Morgan Stanley 0.00% Add +2.4% 6,965 $414K
Valmark Advisers, Inc. 0.00% Add +5.8% 6,605 $392K
HighTower Advisors, LLC 0.00% New 6,576 $391K
Orion Porfolio Solutions, LLC 0.00% Reduce -5.8% 6,307 $375K
Commonwealth Equity Services, LLC 0.00% No change 5,204 $309K
Seaside Wealth Management, Inc. 0.08% Add +0.9% 4,857 $289K
Faithward Advisors, LLC 0.04% Reduce -22.1% 4,643 $276K
Atria Investments, Inc 0.00% Reduce -1.6% 4,407 $262K
Advisory Services Network, LLC 0.00% New 3,834 $228K
Coldstream Capital Management Inc. 0.00% New 3,379 $201K
Manning & Napier Advisors LLC 0.00% No change 3,315 $197K
Advisors Preferred, LLC 0.02% New 2,735 $163K
Essential Partners LLC 0.04% Reduce -3.1% 2,199 $131K
10Elms LLP 0.09% Add +43.0% 2,145 $127K
IFP Advisors, Inc 0.00% No change 1,921 $114K
Rockefeller Capital Management L.P. 0.00% Reduce -8.8% 1,449 $86K
NewEdge Advisors, LLC 0.00% Reduce -45.9% 1,256 $75K
PlanVest Financial, Inc 0.06% — 1,251 $74K
Stone House Investment Management, LLC 0.01% Add +2.4% 979 $58K
Salem Investment Counselors Inc. 0.00% New 600 $36K
Ameliora Wealth Management Ltd. 0.01% No change 342 $20K
Harbour Investments, Inc. 0.00% Add +146.0% 305 $18K
UBS Group AG 0.00% New 267 $16K
CoreCap Advisors, LLC 0.00% No change 266 $16K
Bravera Wealth 0.01% No change 257 $15K
Spire Wealth Management 0.00% No change 153 $9K
2UniFi Bank 0.00% No change 150 $9K
Key Capital Management, INC 0.00% Reduce -1.7% 113 $7K
Simplex Trading, LLC 0.00% Add +168.8% 86 $5K
Smartleaf Asset Management LLC 0.00% No change 84 $5K
Copia Wealth Management 0.00% Reduce -22.7% 75 $4K
Cwm, LLC 0.00% No change 62 $4K
Royal Bank of Canada 0.00% No change 48 $3K
Assetmark, Inc. 0.00% New 41 $2K
FMR LLC 0.00% Reduce -99.3% 5 $310
Nvwm, LLC 0.00% New 3 $178
Quaker Wealth Management, LLC 0.00% No change 2 $119

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