Vault-13

ISHARES U S ETF TR CMDY

BLOOMBERG ROLL · ETP · CUSIP 46431W598

73 institutional holders +6 vs Q4 2025
4,610,8244.6m shares reported held*
$273.4mreported value*
14 new 21 added 22 reduced 8 sold out net bought ≈ $105.4m (+1.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $59.30.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 71Q4 22: 91Q1 23: 56Q2 23: 55Q3 23: 58Q4 23: 58Q1 24: 56Q2 24: 55Q3 24: 53Q4 24: 61Q1 25: 57Q2 25: 60Q3 25: 63Q4 25: 67Q1 26: 7373Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202271
Q4 202291
Q1 202356
Q2 202355
Q3 202358
Q4 202358
Q1 202456
Q2 202455
Q3 202453
Q4 202461
Q1 202557
Q2 202560
Q3 202563
Q4 202567
Q1 202673

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 23 bought or addedQ2 24: 31 cut or sold outQ3 24: 24 bought or addedQ3 24: 24 cut or sold outQ3 24Q4 24: 38 bought or addedQ4 24: 20 cut or sold outQ1 25: 25 bought or addedQ1 25: 28 cut or sold outQ1 25Q2 25: 26 bought or addedQ2 25: 26 cut or sold outQ3 25: 35 bought or addedQ3 25: 16 cut or sold outQ3 25Q4 25: 35 bought or addedQ4 25: 23 cut or sold outQ1 26: 35 bought or addedQ1 26: 30 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242331
Q3 20242424
Q4 20243820
Q1 20252528
Q2 20252626
Q3 20253516
Q4 20253523
Q1 20263530

Biggest buyers

TD Waterhouse Canada Inc. Added +812,367+812.4k
AMERIPRISE FINANCIAL INC Added +465,885+465.9k
Vontobel Holding Ltd. New +132,000+132.0k
FIRST FOUNDATION ADVISORS Added +120,552+120.6k
Proficio Capital Partners LLC New +83,140+83.1k
FDx Advisors, Inc. New +73,861+73.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +47,250+47.2k
LPL Financial LLC Added +22,392+22.4k
OpenArc Corporate Advisory, LLC New +20,746+20.7k
LITTLE HOUSE CAPITAL LLC New +17,260+17.3k

Biggest sellers

FIDUCIENT ADVISORS LLC Sold out -32,209-32.2k
OSAIC HOLDINGS, INC. Reduced -30,730-30.7k
US BANCORP \DE\ Sold out -9,241-9.2k
LAUREL OAK WEALTH MANAGEMENT, LLC Reduced -4,241-4.2k
Disciplina Capital Management LLC Reduced -2,832-2.8k
HOLLENCREST CAPITAL MANAGEMENT Reduced -1,709-1.7k
National Philanthropic Trust Reduced -1,709-1.7k
Kingsview Wealth Management, LLC Reduced -1,555-1.6k
Horizons Wealth Management Reduced -1,469-1.5k
PRINCIPAL SECURITIES, INC. Reduced -1,439-1.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TD Waterhouse Canada Inc. 0.20% of their portfolio TORONTO, A6 1,127,4801.1m $66.4m $66.4m 0.20% Added +812.4k +812,367
2 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 863,858863.9k $51.4m $51.4m 0.01% Added +465.9k +465,885
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 434,390434.4k $25.8m $25.8m 0.01% Added +10.1k +10,086
4 PRINCIPAL SECURITIES, INC. 0.25% of their portfolio DES MOINES, IA 286,107286.1k $17.0m $17.0m 0.25% Reduced -1.4k -1,439
5 Disciplina Capital Management LLC 1.21% of their portfolio NASHVILLE, TN 192,074192.1k $11.4m $11.4m 1.21% Reduced -2.8k -2,832
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 161,818161.8k $9.6m $9.6m 0.00% Added +10.4k +10,354
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 137,128137.1k $8.2m $8.2m 0.00% Unchanged
8 FIRST FOUNDATION ADVISORS 0.32% of their portfolio Irvine, CA 133,199133.2k $7.9m $7.9m 0.32% Added +120.6k +120,552
9 Vontobel Holding Ltd. 0.03% of their portfolio ZURICH, V8 132,000132.0k $7.8m $7.8m 0.03% New
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 131,878131.9k $7.8m $7.8m 0.00% Added +22.4k +22,392
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 130,246130.2k $7.7m $7.7m 0.01% Reduced -30.7k -30,730
12 Alaska Wealth Advisors, LLC 0.72% of their portfolio ANCHORAGE, AK 101,070101.1k $6.0m $6.0m 0.72% Reduced -1.2k -1,185
13 Horizons Wealth Management 3.62% of their portfolio ASHEVILLE, NC 91,84091.8k $5.4m $5.4m 3.62% Reduced -1.5k -1,469
14 Proficio Capital Partners LLC 0.26% of their portfolio NEWTON, MA 83,14083.1k $4.9m $4.9m 0.26% New
15 FDx Advisors, Inc. 1.40% of their portfolio BERWYN, PA 73,86173.9k $4.4m $4.4m 1.40% New
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 71,29871.3k $4.2m $4.2m 0.00% Added +12.9k +12,897
17 WESBANCO BANK INC 0.10% of their portfolio WHEELING, WV 60,70060.7k $3.6m $3.6m 0.10% Unchanged
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 47,25047.2k $2.8m $2.8m 0.00% New
19 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 26,98427.0k $1.6m $1.6m 0.02% Reduced -1.6k -1,555
20 SteelPeak Wealth, LLC 0.05% of their portfolio WOODLAND HILLS, CA 26,00726.0k $1.5m $1.5m 0.05% Added +12.0k +12,002
21 SILVER OAK SECURITIES, INCORPORATED 0.10% of their portfolio JACKSON, TN 22,18022.2k $1.3m $1.3m 0.10% Added +206 +206
22 OpenArc Corporate Advisory, LLC 0.02% of their portfolio ATLANTA, GA 20,74620.7k $1.2m $1.2m 0.02% New
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 20,12720.1k $1.2m $1.2m 0.00% Added +564 +564
24 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,19319.2k $1.1m $1.1m 0.00% Added +1.6k +1,615
25 LITTLE HOUSE CAPITAL LLC 0.26% of their portfolio BRAINTREE, MA 17,26017.3k $1.0m $1.0m 0.26% New
26 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 15,17915.2k $902.0k $902.0k 0.00% Reduced -802 -802
27 LAKE STREET PRIVATE WEALTH, LLC 0.11% of their portfolio CHICAGO, IL 14,66414.7k $871.3k $871.3k 0.11% Unchanged
28 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,04414.0k $834.5k $834.5k 0.00% Added +7.3k +7,350
29 LAUREL OAK WEALTH MANAGEMENT, LLC 0.14% of their portfolio MARLTON, NJ 13,61213.6k $808.8k $808.8k 0.14% Reduced -4.2k -4,241
30 HOLLENCREST CAPITAL MANAGEMENT 0.03% of their portfolio NEWPORT BEACH, CA 12,11212.1k $719.7k $719.7k 0.03% Reduced -1.7k -1,709
31 National Philanthropic Trust 0.01% of their portfolio Jenkintown, PA 12,11212.1k $719.7k $719.7k 0.01% Reduced -1.7k -1,709
32 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,13211.1k $661.5k $661.5k 0.00% Added +2.6k +2,615
33 Pullen Investment Management, LLC 0.27% of their portfolio BRADENTON, FL 9,1149.1k $541.6k $541.6k 0.27% Added +237 +237
34 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,6258.6k $512.5k $512.5k 0.00% Reduced -1.1k -1,115
35 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 7,8507.8k $466.4k $466.4k 0.03% Reduced -953 -953
36 Columbia River Financial Group, LLC 0.26% of their portfolio VANCOUVER, WA 7,6607.7k $455.0k $455.0k 0.26% Reduced -565 -565
37 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,9657.0k $413.9k $413.9k 0.00% Added +165 +165
38 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 6,6056.6k $392.5k $392.5k 0.00% Added +360 +360
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,5766.6k $390.8k $390.8k 0.00% New
40 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,3076.3k $374.8k $374.8k 0.00% Reduced -388 -388
41 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,2045.2k $309.2k $309.2k 0.00% Unchanged
42 Seaside Wealth Management, Inc. 0.08% of their portfolio CARLSBAD, CA 4,8574.9k $288.6k $288.6k 0.08% Added +44 +44
43 Faithward Advisors, LLC 0.04% of their portfolio LANCASTER, PA 4,6434.6k $275.9k $275.9k 0.04% Reduced -1.3k -1,318
44 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 4,4074.4k $261.9k $261.9k 0.00% Reduced -73 -73
45 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,8343.8k $227.8k $227.8k 0.00% New
46 COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio BELLEVUE, WA 3,3793.4k $200.8k $200.8k 0.00% New
47 MANNING & NAPIER ADVISORS LLC 0.00% of their portfolio Fairport, NY 3,3153.3k $197.0k $197.0k 0.00% Unchanged
48 Advisors Preferred, LLC 0.02% of their portfolio ROCKVILLE, MD 2,7352.7k $162.5k $162.5k 0.02% New
49 Essential Partners LLC 0.04% of their portfolio RANCHO SANTA FE, CA 2,1992.2k $130.7k $130.7k 0.04% Reduced -70 -70
50 10Elms LLP 0.08% of their portfolio TULSA, OK 2,1452.1k $127.5k $127.5k 0.08% Added +645 +645
51 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,9211.9k $114.1k $114.1k 0.00% Unchanged
52 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,4491.4k $86.1k $86.1k 0.00% Reduced -140 -140
53 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,2561.3k $74.6k $74.6k 0.00% Reduced -1.1k -1,067
54 PlanVest Financial, Inc 0.06% of their portfolio GAITHERSBURG, MD 1,2511.3k $74.3k $74.3k 0.06% First filing
55 Stone House Investment Management, LLC 0.01% of their portfolio TUNKHANNOCK, PA 979979 $58.2k $58.2k 0.01% Added +23 +23
56 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 600600 $35.7k $35.7k 0.00% New
57 Ameliora Wealth Management Ltd. 0.01% of their portfolio ZURICH, V8 342342 $20.3k $20.3k 0.01% Unchanged
58 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 305305 $18.1k $18.1k 0.00% Added +181 +181
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 267267 $15.9k $15.9k 0.00% New
60 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 266266 $15.8k $15.8k 0.00% Unchanged
61 Bravera Wealth 0.01% of their portfolio BISMARCK, ND 257257 $15.3k $15.3k 0.01% Unchanged
62 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 153153 $9.1k $9.1k 0.00% Unchanged
63 2UniFi Bank 0.00% of their portfolio JACKSON, WY 150150 $8.9k $8.9k 0.00% Unchanged
64 Key Capital Management, INC 0.00% of their portfolio HENDERSONVILLE, TN 37075, TN 113113 $6.7k $6.7k 0.00% Reduced -2 -2
65 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 8686 $5.1k $5.1k 0.00% Added +54 +54
66 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 8484 $5.0k $5.0k 0.00% Unchanged
67 Copia Wealth Management 0.00% of their portfolio BEND, OR 7575 $4.5k $4.5k 0.00% Reduced -22 -22
68 CWM, LLC 0.00% of their portfolio OMAHA, NE 6262 $3.7k $3.7k 0.00% Unchanged
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4848 $3.0k $3.0k 0.00% Unchanged
70 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 4141 $2.4k $2.4k 0.00% New
71 FMR LLC 0.00% of their portfolio BOSTON, MA 55 $310 $310 0.00% Reduced -680 -680
72 NVWM, LLC 0.00% of their portfolio YARDLEY, PA 33 $178 $178 0.00% New
73 Quaker Wealth Management, LLC 0.00% of their portfolio MOORESTOWN, NJ 22 $119 $119 0.00% Unchanged