ISHARES BLOOMBERG ROLL SELEC (CMDY) Institutional Shareholders
ISHARES BLOOMBERG ROLL SELEC (CMDY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $303.74M in CMDY holdings during the latest filing period.
Td Waterhouse Canada Inc. is currently the largest disclosed institutional shareholder of CMDY tracked by InsiderSet, reporting ownership valued at approximately $78.85M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $86.86M, representing an estimated gain of +10.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed CMDY value among the investors covered in this analysis. Major shareholders include Td Waterhouse Canada Inc., Ameriprise Financial Inc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ISHARES BLOOMBERG ROLL SELEC (CMDY).
This page ranks the largest institutional CMDY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$303.74M
Largest Holder
Td Waterhouse Canada Inc.
Largest Position
$78.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Td Waterhouse Canada Inc. | 0.21% | 1,433,635 | $78,850,672 | $86,863,945 | +$8,013,273 | +10.16% | |
| Ameriprise Financial Inc | 0.01% | 856,123 | $47,252,105 | $51,872,493 | +$4,620,388 | +9.78% | |
| Envestnet Asset Management Inc | 0.01% | 411,442 | $22,723,966 | $24,929,271 | +$2,205,305 | +9.70% | |
| Heck Capital Advisors, Llc | 1.34% | 407,139 | $22,486,287 | $24,668,552 | +$2,182,265 | +9.70% | |
| First Foundation Advisors | 0.56% | 284,185 | $15,695,537 | $17,218,769 | +$1,523,232 | +9.70% | |
| Principal Securities, Inc. | 0.18% | 270,142 | $14,919,963 | $16,367,904 | +$1,447,941 | +9.70% | |
| Bank Of America Corp | 0.00% | 211,943 | $11,705,612 | $12,841,626 | +$1,136,014 | +9.70% | |
| Disciplina Capital Management Llc | 1.14% | 200,154 | $11,054,505 | $12,127,331 | +$1,072,826 | +9.70% | |
| Osaic Holdings, Inc. | 0.01% | 173,084 | $9,559,174 | $10,487,160 | +$927,986 | +9.71% | |
| Lpl Financial Llc | 0.00% | 156,096 | $8,621,156 | $9,457,857 | +$836,701 | +9.71% | |
| Wesbanco Bank Inc | 0.19% | 137,186 | $7,576,782 | $8,312,100 | +$735,318 | +9.70% | |
| Proficio Capital Partners Llc | 0.27% | 134,645 | $7,436,443 | $8,158,141 | +$721,698 | +9.70% | |
| Jpmorgan Chase & Co | 0.00% | 126,351 | $6,926,562 | $7,655,607 | +$729,045 | +10.53% | |
| Horizons Wealth Management | 3.62% | 91,840 | $5,443,759 | $5,564,586 | +$120,827 | +2.22% | |
| Alaska Wealth Advisors, Llc | 0.59% | 98,138 | $5,420,187 | $5,946,181 | +$525,994 | +9.70% | |
| Raymond James Financial Inc | 0.00% | 95,905 | $5,296,833 | $5,810,884 | +$514,051 | +9.70% | |
| Vontobel Holding Ltd. | 0.01% | 61,200 | $3,380,076 | $3,708,108 | +$328,032 | +9.70% | |
| Cetera Investment Advisers | 0.00% | 41,576 | $2,296,261 | $2,519,090 | +$222,829 | +9.70% | |
| Kingsview Wealth Management, Llc | 0.02% | 26,984 | $1,603,389 | $1,634,961 | +$31,572 | +1.97% | |
| Steelpeak Wealth, Llc | 0.04% | 28,480 | $1,572,952 | $1,725,603 | +$152,651 | +9.70% | |
| Silver Oak Securities, Incorporated | 0.07% | 21,499 | $1,187,390 | $1,302,624 | +$115,234 | +9.70% | |
| Openarc Corporate Advisory, Llc | 0.01% | 20,746 | $1,145,802 | $1,257,000 | +$111,198 | +9.70% | |
| Jane Street Group, Llc | 0.00% | 17,990 | $993,588 | $1,090,014 | +$96,426 | +9.70% | |
| Little House Capital Llc | 0.22% | 17,755 | $980,609 | $1,075,775 | +$95,166 | +9.70% | |
| Susquehanna International Group, Llp | 0.00% | 15,548 | $858,716 | $942,053 | +$83,337 | +9.70% | |
| Lake Street Private Wealth, Llc | 0.09% | 14,663 | $809,866 | $888,431 | +$78,565 | +9.70% | |
| Truist Financial Corp | 0.00% | 13,853 | $765,098 | $839,353 | +$74,255 | +9.71% | |
| Laurel Oak Wealth Management, Llc | 0.11% | 13,256 | $732,129 | $803,181 | +$71,052 | +9.70% | |
| Hollencrest Capital Management | 0.04% | 11,230 | $620,233 | $680,426 | +$60,193 | +9.70% | |
| National Philanthropic Trust | 0.01% | 11,230 | $620,233 | $680,426 | +$60,193 | +9.70% | |
| Mml Investors Services, Llc | 0.00% | 10,766 | $594,596 | $652,312 | +$57,716 | +9.71% | |
| Fifth Third Securities, Inc. | 0.03% | 8,581 | $473,929 | $519,923 | +$45,994 | +9.70% | |
| Pullen Investment Management, Llc | 0.21% | 8,114 | $448,160 | $491,627 | +$43,467 | +9.70% | |
| Focus Partners Wealth | 0.00% | 6,579 | $363,358 | $398,622 | +$35,264 | +9.70% | |
| Valmark Advisers, Inc. | 0.00% | 6,187 | $341,708 | $374,870 | +$33,162 | +9.70% | |
| Orion Porfolio Solutions, Llc | 0.00% | 5,832 | $322,101 | $353,361 | +$31,260 | +9.70% | |
| Hightower Advisors, Llc | 0.00% | 5,441 | $300,523 | $329,670 | +$29,147 | +9.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,124 | $282,971 | $310,463 | +$27,492 | +9.72% | |
| Seaside Wealth Management, Inc. | 0.07% | 4,910 | $271,156 | $297,497 | +$26,341 | +9.71% | |
| Atria Investments, Inc | 0.00% | 4,314 | $238,273 | $261,385 | +$23,112 | +9.70% | |
| Faithward Advisors, Llc | 0.03% | 3,823 | $211,125 | $231,636 | +$20,511 | +9.71% | |
| Manning & Napier Advisors Llc | 0.00% | 3,315 | $183,087 | $200,856 | +$17,769 | +9.71% | |
| Advisors Preferred, Llc | 0.02% | 2,224 | $122,587 | $134,752 | +$12,165 | +9.92% | |
| Essential Partners Llc | 0.06% | 2,199 | $121,475 | $133,237 | +$11,762 | +9.68% | |
| 10Elms Llp | 0.05% | 2,020 | $111,565 | $122,392 | +$10,827 | +9.70% | |
| Parallel Advisors, Llc | 0.00% | 1,947 | $107,533 | $117,969 | +$10,436 | +9.70% | |
| Ifp Advisors, Inc | 0.00% | 1,921 | $106,097 | $116,393 | +$10,296 | +9.70% | |
| Mather Group, Llc. | 0.00% | 1,718 | $94,885 | $104,094 | +$9,209 | +9.71% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,449 | $80,054 | $87,795 | +$7,741 | +9.67% | |
| Planvest Financial, Inc | 0.05% | 1,299 | $71,744 | $78,706 | +$6,962 | +9.70% |
Frequently asked questions about CMDY
Who owns the most CMDY stock?
The largest holders of CMDY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES BLOOMBERG ROLL SELEC (CMDY).
Is CMDY widely held by superinvestors?
Many widely followed stocks like CMDY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CMDY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.