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Get Institutions for : 
Ishares Bloomberg Roll Select Commodity Strategy (CMDY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    4
Total shares held : 
3,082,780  
% of shares held : 
3.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
-292,972  
% of shares held change : 
  -0.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 76,490
 2.48%
 
Increased Positions :
24
 425,346
 13.8%
 
Unchanged Positions :
8
 157,879
 5.12%
 
Decreased Positions :
17
-638,911
-20.73%
 
Closed Positions :
9
-155,897
-5.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Horizons Wealth Management 10 - 2024-03-31 91,803 $4,320,000 0
   LAKE STREET FINANCIAL LLC 175 - 2024-03-31 15,837 $759,000 0
   RDL FINANCIAL INC 84 - 2024-03-31 10,167 $503,000 0
   Seaside Wealth Management Inc. 47 - 2024-03-31 5,125 $246,000 0
   COHEN & STEERS INC 349 - 2023-12-31 2,777 $131,000 0
   Iron Horse Wealth Management LLC 129 - 2024-03-31 410 $20,000 0
   Spire Wealth Management 1859 - 2024-03-31 153 $7,000 0
   HARBOUR INVESTMENTS INC. 2313 - 2023-12-31 124 $6,000 0
   Stephens Consulting LLC 424 - 2024-03-31 36 $2,000 0
   PROEQUITIES INC. 5952 - 2024-03-31 0 $0 0

  10 Records found
  1    
  Page 1 of 1
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