Vault-13

ISHARES U S ETF TR CMDY

BLOOMBERG ROLL · ETP · CUSIP 46431W598

78 institutional holders +5 vs Q1 2026
5,557,3045.6m shares reported held*
$306.5mreported value*
10 new 25 added 30 reduced 5 sold out net bought ≈ $57.1m (+1.0m 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 ≈ $55.16.

Trends to Q2 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: 73Q2 26: 7878Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202678

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 24 bought or addedQ3 24: 24 cut or sold outQ4 24: 38 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 28 cut or sold outQ2 25: 26 bought or addedQ2 25: 26 cut or sold outQ2 25Q3 25: 35 bought or addedQ3 25: 16 cut or sold outQ4 25: 35 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 30 cut or sold outQ2 26: 35 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242424
Q4 20243820
Q1 20252528
Q2 20252626
Q3 20253516
Q4 20253523
Q1 20263530
Q2 20263535

Biggest buyers

Heck Capital Advisors, LLC New +407,139+407.1k
TD Waterhouse Canada Inc. Added +306,155+306.2k
FIRST FOUNDATION ADVISORS Added +150,986+151.0k
WESBANCO BANK INC Added +76,486+76.5k
Proficio Capital Partners LLC Added +51,505+51.5k
BANK OF AMERICA CORP /DE/ Added +50,125+50.1k
OSAIC HOLDINGS, INC. Added +42,838+42.8k
RAYMOND JAMES FINANCIAL INC Added +24,607+24.6k
LPL Financial LLC Added +24,218+24.2k
Cetera Investment Advisers Added +21,449+21.4k

Biggest sellers

Vontobel Holding Ltd. Reduced -70,800-70.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -31,702-31.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -22,948-22.9k
PRINCIPAL SECURITIES, INC. Reduced -15,965-16.0k
JPMORGAN CHASE & CO Reduced -10,777-10.8k
AMERIPRISE FINANCIAL INC Reduced -7,735-7.7k
MORGAN STANLEY Sold out -6,965-7.0k
FDx Advisors, Inc. Reduced -3,839-3.8k
Advisory Services Network, LLC Sold out -3,834-3.8k
COLDSTREAM CAPITAL MANAGEMENT INC Sold out -3,379-3.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TD Waterhouse Canada Inc. 0.21% of their portfolio TORONTO, A6 1,433,6351.4m $78.9m $78.9m 0.21% Added +306.2k +306,155
2 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 856,123856.1k $47.3m $47.3m 0.01% Reduced -7.7k -7,735
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 411,442411.4k $22.7m $22.7m 0.01% Reduced -22.9k -22,948
4 Heck Capital Advisors, LLC 1.34% of their portfolio Rhinelander, WI 407,139407.1k $22.5m $22.5m 1.34% New
5 FIRST FOUNDATION ADVISORS 0.56% of their portfolio Irvine, CA 284,185284.2k $15.7m $15.7m 0.56% Added +151.0k +150,986
6 PRINCIPAL SECURITIES, INC. 0.18% of their portfolio DES MOINES, IA 270,142270.1k $14.9m $14.9m 0.18% Reduced -16.0k -15,965
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 211,943211.9k $11.7m $11.7m 0.00% Added +50.1k +50,125
8 Disciplina Capital Management LLC 1.14% of their portfolio NASHVILLE, TN 200,154200.2k $11.1m $11.1m 1.14% Added +8.1k +8,080
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 173,084173.1k $9.6m $9.6m 0.01% Added +42.8k +42,838
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 156,096156.1k $8.6m $8.6m 0.00% Added +24.2k +24,218
11 WESBANCO BANK INC 0.19% of their portfolio WHEELING, WV 137,186137.2k $7.6m $7.6m 0.19% Added +76.5k +76,486
12 Proficio Capital Partners LLC 0.27% of their portfolio NEWTON, MA 134,645134.6k $7.4m $7.4m 0.27% Added +51.5k +51,505
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 126,351126.4k $6.9m $6.9m 0.00% Reduced -10.8k -10,777
14 Alaska Wealth Advisors, LLC 0.59% of their portfolio ANCHORAGE, AK 98,13898.1k $5.4m $5.4m 0.59% Reduced -2.9k -2,932
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 95,90595.9k $5.3m $5.3m 0.00% Added +24.6k +24,607
16 FDx Advisors, Inc. 1.17% of their portfolio BERWYN, PA 70,02270.0k $3.9m $3.9m 1.17% Reduced -3.8k -3,839
17 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 61,20061.2k $3.4m $3.4m 0.01% Reduced -70.8k -70,800
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 41,57641.6k $2.3m $2.3m 0.00% Added +21.4k +21,449
19 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 36,96037.0k $2.0m $2.0m 0.00% Added +17.8k +17,767
20 SteelPeak Wealth, LLC 0.04% of their portfolio WOODLAND HILLS, CA 28,48028.5k $1.6m $1.6m 0.04% Added +2.5k +2,473
21 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 27,47227.5k $1.5m $1.5m 0.02% Added +488 +488
22 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 21,49921.5k $1.2m $1.2m 0.07% Reduced -681 -681
23 OpenArc Corporate Advisory, LLC 0.01% of their portfolio ATLANTA, GA 20,74620.7k $1.1m $1.1m 0.01% Unchanged
24 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 18,62118.6k $1.0m $1.0m 0.00% Added +3.4k +3,442
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,99018.0k $993.6k $993.6k 0.00% New
26 LITTLE HOUSE CAPITAL LLC 0.22% of their portfolio BRAINTREE, MA 17,75517.8k $980.6k $980.6k 0.22% Added +495 +495
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,54815.5k $858.7k $858.7k 0.00% Reduced -31.7k -31,702
28 LAKE STREET PRIVATE WEALTH, LLC 0.09% of their portfolio CHICAGO, IL 14,66314.7k $809.9k $809.9k 0.09% Reduced -1 -1
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,85313.9k $765.1k $765.1k 0.00% Reduced -191 -191
30 LAUREL OAK WEALTH MANAGEMENT, LLC 0.11% of their portfolio MARLTON, NJ 13,25613.3k $732.1k $732.1k 0.11% Reduced -356 -356
31 HOLLENCREST CAPITAL MANAGEMENT 0.04% of their portfolio NEWPORT BEACH, CA 11,23011.2k $620.2k $620.2k 0.04% Reduced -882 -882
32 National Philanthropic Trust 0.01% of their portfolio Jenkintown, PA 11,23011.2k $620.2k $620.2k 0.01% Reduced -882 -882
33 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,76610.8k $594.6k $594.6k 0.00% Reduced -366 -366
34 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 8,5818.6k $473.9k $473.9k 0.03% Added +731 +731
35 Pullen Investment Management, LLC 0.21% of their portfolio BRADENTON, FL 8,1148.1k $448.2k $448.2k 0.21% Reduced -1.0k -1,000
36 Columbia River Financial Group, LLC 0.23% of their portfolio VANCOUVER, WA 7,8167.8k $431.0k $431.0k 0.23% Added +156 +156
37 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,5796.6k $363.4k $363.4k 0.00% Reduced -2.0k -2,046
38 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 6,1876.2k $341.7k $341.7k 0.00% Reduced -418 -418
39 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,8325.8k $322.1k $322.1k 0.00% Reduced -475 -475
40 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 5,5625.6k $307.0k $307.0k 0.01% New
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,4415.4k $300.5k $300.5k 0.00% Reduced -1.1k -1,135
42 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,4145.4k $299.0k $299.0k 0.00% New
43 Noble Wealth Partners LLC 0.25% of their portfolio DENVER, CO 5,1745.2k $285.7k $285.7k 0.25% First filing
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,1245.1k $283.0k $283.0k 0.00% Reduced -80 -80
45 Seaside Wealth Management, Inc. 0.07% of their portfolio CARLSBAD, CA 4,9104.9k $271.2k $271.2k 0.07% Added +53 +53
46 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 4,3144.3k $238.3k $238.3k 0.00% Reduced -93 -93
47 Faithward Advisors, LLC 0.03% of their portfolio LANCASTER, PA 3,8233.8k $211.1k $211.1k 0.03% Reduced -820 -820
48 MANNING & NAPIER ADVISORS LLC 0.00% of their portfolio Fairport, NY 3,3153.3k $183.1k $183.1k 0.00% Unchanged
49 Advisors Preferred, LLC 0.02% of their portfolio ROCKVILLE, MD 2,2242.2k $122.6k $122.6k 0.02% Reduced -511 -511
50 Essential Partners LLC 0.06% of their portfolio RANCHO SANTA FE, CA 2,1992.2k $121.5k $121.5k 0.06% Unchanged
51 10Elms LLP 0.05% of their portfolio TULSA, OK 2,0202.0k $111.6k $111.6k 0.05% Reduced -125 -125
52 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,9471.9k $107.5k $107.5k 0.00% New
53 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,9211.9k $106.1k $106.1k 0.00% Unchanged
54 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,7181.7k $94.9k $94.9k 0.00% New
55 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,4491.4k $80.1k $80.1k 0.00% Unchanged
56 PlanVest Financial, Inc 0.05% of their portfolio GAITHERSBURG, MD 1,2991.3k $71.7k $71.7k 0.05% Added +48 +48
57 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 985985 $54.2k $54.2k 0.00% New
58 Stone House Investment Management, LLC 0.01% of their portfolio TUNKHANNOCK, PA 961961 $53.1k $53.1k 0.01% Reduced -18 -18
59 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 0.08% of their portfolio PARAMUS, NJ 910910 $50.0k $50.0k 0.08% New
60 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 700700 $38.7k $38.7k 0.00% Added +100 +100
61 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 659659 $36.4k $36.4k 0.00% Reduced -597 -597
62 UBS Group AG 0.00% of their portfolio ZURICH, V8 648648 $35.8k $35.8k 0.00% Added +381 +381
63 Ameliora Wealth Management Ltd. 0.01% of their portfolio ZURICH, V8 342342 $18.9k $18.9k 0.01% Unchanged
64 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 322322 $17.8k $17.8k 0.00% Added +17 +17
65 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 294294 $16.2k $16.2k 0.00% New
66 Bravera Wealth 0.01% of their portfolio BISMARCK, ND 257257 $14.2k $14.2k 0.01% Unchanged
67 FMR LLC 0.00% of their portfolio BOSTON, MA 249249 $13.8k $13.8k 0.00% Added +244 +244
68 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 239239 $13.2k $13.2k 0.00% Reduced -27 -27
69 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 153153 $8.4k $8.4k 0.00% Unchanged
70 NBH Bank 0.00% of their portfolio GREENWOOD VILLAGE, CO 150150 $8.3k $8.3k 0.00% First filing
71 Key Capital Management, INC 0.00% of their portfolio HENDERSONVILLE, TN 37075, TN 111111 $6.1k $6.1k 0.00% Reduced -2 -2
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 102102 $6.0k $6.0k 0.00% Added +54 +54
73 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 8484 $4.6k $4.6k 0.00% Unchanged
74 Copia Wealth Management 0.00% of their portfolio BEND, OR 7575 $4.1k $4.1k 0.00% Unchanged
75 Financial Network Wealth Advisors LLC 0.00% of their portfolio MURRAY, UT 3131 $1.7k $1.7k 0.00% New
76 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 2828 $1.5k $1.5k 0.00% Reduced -58 -58
77 NVWM, LLC 0.00% of their portfolio YARDLEY, PA 44 $221 $221 0.00% Added +1 +1
78 Quaker Wealth Management, LLC 0.00% of their portfolio MOORESTOWN, NJ 22 $111 $111 0.00% Unchanged