iShares U.S. ETF Trust - CMDY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 424,304 | 20,684 | 0.01% | 0.01% | 1 | +18,680 | 4.61% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 397,973 | 19,409 | 0.0% | 0.0% | 2 | +15,302 | 4.0% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 315,113 | 15,336 | 0.1% | 0.1% | 3 | +25,573 | 8.83% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 287,546 | 14,017 | 0.22% | 0.23% | 4 | +18,640 | 6.93% | Q4 2025 | Feb 12, 2026 |
| Disciplina Capital Management LLC | History | Added to | 194,906 | 9,501 | 1.09% | 1.03% | 5 | +34,556 | 21.55% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 160,976 | 7,847 | 0.01% | 0.01% | 6 | +88,265 | 121.39% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 151,464 | 7,383 | 0.0% | 0.0% | 7 | +33,076 | 27.94% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 137,128 | 6,684 | 0.0% | 0.0% | 8 | +12,418 | 9.96% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 109,486 | 5,337 | 0.0% | 0.0% | 9 | -10,280 | -8.58% | Q4 2025 | Feb 11, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 102,255 | 4,984 | 0.63% | 0.71% | 10 | -1,474 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Horizons Wealth Management | History | Added to | 93,309 | 4,548 | 2.98% | 2.56% | 11 | +21,727 | 30.35% | Q4 2025 | Jan 05, 2026 |
| WESBANCO BANK INC | History | No change | 60,700 | 2,959 | 0.08% | 0.09% | 12 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 58,401 | 2,847 | 0.0% | 0.0% | 13 | +10,984 | 23.16% | Q4 2025 | Feb 18, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 32,209 | 1,570 | 0.19% | — | 14 | +32,209 | New | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,539 | 1,391 | 0.02% | 0.02% | 15 | +2,027 | 7.65% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 21,974 | 1,088 | 0.07% | 0.09% | 16 | +284 | 1.31% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 19,563 | 953 | 0.0% | 0.0% | 17 | -6,263 | -24.25% | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 17,853 | 870 | 0.15% | — | 18 | +17,853 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,578 | 857 | 0.0% | 0.0% | 19 | +434 | 2.53% | Q4 2025 | Feb 05, 2026 |
| COHEN & STEERS, INC. | History | Added to | 15,981 | 779 | 0.0% | 0.0% | 20 | +15,860 | 13107.44% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 14,664 | 714 | 0.09% | 0.1% | 21 | -61 | -0.41% | Q4 2025 | Jan 07, 2026 |
| SteelPeak Wealth, LLC | History | New | 14,005 | 682 | 0.02% | — | 22 | +14,005 | New | Q4 2025 | Jan 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 13,821 | 673 | 0.02% | 0.02% | 23 | +3,054 | 28.36% | Q4 2025 | Feb 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | New | 12,647 | 616 | 0.02% | — | 24 | +12,647 | New | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 9,740 | 474 | 0.0% | 0.0% | 25 | +2,008 | 25.97% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,241 | 450 | 0.0% | 0.0% | 26 | -95 | -1.02% | Q4 2025 | Jan 30, 2026 |
| Pullen Investment Management, LLC | History | Reduced | 8,877 | 432 | 0.23% | 0.28% | 27 | -1,057 | -10.64% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 8,803 | 429 | 0.03% | 0.03% | 28 | +1,553 | 21.42% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,517 | 415 | 0.0% | 0.0% | 29 | +3,065 | 56.22% | Q4 2025 | Feb 13, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 8,225 | 400 | 0.25% | 0.28% | 30 | -15 | -0.18% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 6,800 | 331 | 0.0% | 0.0% | 31 | +369 | 5.74% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,694 | 326 | 0.0% | 0.0% | 32 | -10,493 | -61.05% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,695 | 326 | 0.0% | 0.0% | 33 | -122 | -1.79% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,245 | 304 | 0.0% | 0.0% | 34 | +1,647 | 35.82% | Q4 2025 | Jan 26, 2026 |
| Faithward Advisors, LLC | History | Added to | 5,961 | 290 | 0.04% | 0.04% | 35 | +447 | 8.11% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,204 | 253 | 0.0% | 0.0% | 36 | -585 | -10.11% | Q4 2025 | Feb 12, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 4,813 | 234 | 0.07% | 0.07% | 37 | +535 | 12.51% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 4,480 | 218 | 0.0% | 0.0% | 38 | +302 | 7.23% | Q4 2025 | Feb 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 3,315 | 161 | 0.0% | — | 39 | +3,315 | New | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,323 | 113 | 0.0% | 0.0% | 40 | +43 | 1.89% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Added to | 1,921 | 93 | 0.0% | 0.0% | 41 | +149 | 8.41% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,589 | 77 | 0.0% | 0.0% | 42 | +142 | 9.81% | Q4 2025 | Mar 16, 2026 |
| 10Elms LLP | History | No change | 1,500 | 73 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 1,355 | 66 | 0.0% | — | 44 | +1,355 | New | Q4 2025 | Feb 17, 2026 |
| Eagle Bay Advisors LLC | History | New | 1,000 | 48 | 0.04% | — | 45 | +1,000 | New | Q4 2025 | Jan 23, 2026 |
| Stone House Investment Management, LLC | History | Added to | 956 | 46 | 0.01% | 0.01% | 46 | +142 | 17.44% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | No change | 685 | 33 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 600 | 29 | 0.0% | — | 48 | +600 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 536 | 26 | 0.0% | — | 49 | +536 | New | Q4 2025 | Feb 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 342 | 16 | 0.0% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 266 | 12 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Spire Wealth Management | History | No change | 153 | 7 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 150 | 7 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 124 | 6 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Key Capital Management, INC | History | New | 115 | 5 | 0.0% | — | 55 | +115 | New | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 89 | 4 | 0.0% | — | 56 | +89 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Copia Wealth Management | History | No change | 97 | 4 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 62 | 3 | 0.0% | 0.0% | 59 | -423 | -87.22% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 48 | 2 | 0.0% | — | 60 | +48 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 32 | 1 | 0.0% | 0.0% | 61 | -60 | -65.22% | Q4 2025 | Feb 11, 2026 |
| Stephens Consulting, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.2% | — | -74,228 | -100.0% | Q3 2025 | Nov 04, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -49,582 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -38,367 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,957 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Closed out | 0 | 0 | — | 0.08% | — | -17,134 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,048 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,980 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quaker Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strategic Advocates LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |