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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
   ALASKA PERMANENT CAPITAL MANAGEMENT 12 - 2024-03-31 641,566 $30,786,000 -104,865
   APCM Wealth Management for Individuals 15 - 2024-03-31 240,205 $11,518,000 -79,092
   AMERIPRISE FINANCIAL INC 2022 - 2023-12-31 146,801 $6,920,000 -39,274
   Intrepid Financial Planning Group LLC 18 - 2023-12-31 62,494 $2,941,000 -10,995
   TELEMUS CAPITAL LLC 102 - 2023-12-31 46,371 $2,182,000 -2,304
   JANE STREET GROUP LLC 2551 - 2023-12-31 38,202 $1,798,000 -513,276
   LPL FINANCIAL CORP 2730 - 2024-03-31 32,425 $1,555,000 -486
   Kingsview Wealth Management LLC 556 - 2024-03-31 16,479 $790,000 -342
   InterOcean Capital Group LLC 251 - 2023-12-31 13,088 $616,000 -1,865
   MML INVESTORS SERVICES LLC 1764 - 2023-12-31 10,383 $489,000 -19,715
   WT Wealth Management 80 - 2023-12-31 9,427 $444,000 -709
   Octavia Wealth Advisors LLC 146 - 2024-03-31 7,863 $377,000 -317,664
   Orion Portfolio Solutions LLC 1401 - 2024-03-31 7,226 $346,000 -1,297
   Cetera Investment Advisers 1857 - 2023-12-31 5,539 $261,000 -133
   LEAVELL T & ASSOCIATES INC 448 - 2024-03-31 5,007 $240,000 -235
   Goss Wealth Management LLC 1705 - 2023-12-31 4,159 $196,000 -561
   Ameliora Wealth Management Ltd. 158 - 2024-03-31 500 $24,000 -215
   CWM LLC 3432 - 2024-03-31 167 $8,000 -6,648
   BLACKROCK INC. 4789 - 2024-03-31 142 $7,000 -41,901
   J P MORGAN CHASE & CO 5293 - 2024-03-31 22 $1,000 -678
   SILVER OAK SECURITIES Inc 504 - 2024-03-31 4 $0 -16,446
  21 Records found
  1    
  Page 1 of 1
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