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iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) Institutional Ownership

iShares GSCI Commodity Dynamic Roll Strategy ETF logo
$26.52 -0.16 (-0.60%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares GSCI Commodity Dynamic Roll Strategy ETF (NASDAQ:COMT)

Current
Institutional Ownership
Percentage
1.80%
Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$168.26M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$50.39M
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COMT Institutional Buying and Selling by Quarter

iShares GSCI Commodity Dynamic Roll Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Sachetta LLC1,100$28K0.0%-57.7%0.004%
1/17/2025 Arkansas Financial Group Inc.66,568$1.69M0.3%+28.4%0.247%
1/17/2025 Avior Wealth Management LLC89,279$2.26M0.1%N/A0.331%
1/17/2025 Evolution Wealth Advisors LLC335,884$8.50M1.4%+43.9%1.244%
1/17/2025 Atomi Financial Group Inc.242,082$6.13M0.3%+38.1%0.897%
1/17/2025 Prosperity Planning Inc.21,885$554K0.2%+10.3%0.081%
1/15/2025 Alhambra Investment Management LLC64,779$1.64M0.8%+0.8%0.240%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC11,466$290K0.0%-10.2%0.042%
1/14/2025 Pines Wealth Management LLC45,046$1.19M0.5%N/A0.167%
1/13/2025 Marion Wealth Management38,273$969K0.3%N/A0.142%
1/13/2025 Brookstone Capital Management17,348$439K0.0%-14.0%0.064%
12/26/2024JPMorgan Chase & Co.11,321$293K0.0%-16.8%0.034%
11/15/2024MML Investors Services LLC176,189$4.57M0.0%+3.7%0.532%
11/15/2024Jane Street Group LLC34,619$897K0.0%-84.3%0.105%
11/15/2024HighTower Advisors LLC12,416$319K0.0%-31.7%0.038%
11/14/2024Flow Traders U.S. LLC52,204$1.35M0.1%+583.1%0.158%
11/13/2024Hancock Whitney Corp19,580$507K0.0%-79.1%0.059%
11/12/2024Kingsview Wealth Management LLC18,947$491K0.0%-2.4%0.057%
11/12/2024Cerity Partners LLC62,807$1.63M0.0%+1.2%0.190%
11/12/2024Nwam LLC165,472$4.29M0.3%N/A0.500%
11/6/2024 Evolution Wealth Advisors LLC233,411$6.05M1.1%-0.6%0.705%
11/5/2024Carrera Capital Advisors309,084$8.01M2.0%+30.1%0.934%
11/5/2024Aptus Capital Advisors LLC3,329$86K0.0%N/A0.010%
11/5/2024Sumitomo Mitsui Trust Group Inc.253,253$6.56M0.0%+17.2%0.765%
11/4/2024Disciplined Investments LLC7,755$201K0.1%-30.5%0.023%
10/30/2024World Equity Group Inc.26,437$685K0.2%+3.8%0.080%
10/29/2024Cabana LLC70,354$1.82M10.2%-13.1%0.213%
10/25/2024Aletheian Wealth Advisors LLC38,897$1.01M0.6%N/A0.112%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,049$209K0.0%-6.9%0.023%
10/23/2024Mirae Asset Global Investments Co. Ltd.20,650$536K0.0%+42.4%0.060%
10/23/2024Pettinga Financial Advisors LLC37,775$979K0.2%-5.2%0.114%
10/22/2024 International Assets Investment Management LLC47,493$1.23M0.0%+2,285.4%0.137%
10/15/2024Peak Financial Management Inc.233,554$6.05M1.8%+3.6%0.673%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC12,764$331K0.0%-15.3%0.037%
10/11/2024Creative Planning12,675$328K0.0%+22.8%0.037%
10/8/2024CWM LLC11,390$295K0.0%-55.5%0.033%
10/8/2024 Brookstone Capital Management20,162$522K0.0%-8.2%0.056%
10/8/2024 Atomi Financial Group Inc.175,322$4.54M0.3%+3.0%0.487%
10/8/2024Axiom Advisory LLC5,530,030$144.97M1.4%+11.4%15.361%
10/7/2024 EWG Elevate Inc.23,239$602K0.2%+9.5%0.065%
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10/7/2024 Prosperity Planning Inc.19,850$514K0.2%+5.0%0.055%
10/5/2024 Arkansas Financial Group Inc.51,854$1.34M0.2%+45.1%0.144%
9/5/2024Sanctuary Advisors LLC7,925$220K0.0%N/A0.022%
8/27/2024Carrera Capital Advisors237,652$6.49M2.1%N/A0.656%
8/21/2024Truist Financial Corp2,505,305$68.42M0.1%N/A6.921%
8/16/2024Northwestern Mutual Wealth Management Co.275,711$7.53M0.0%-47.7%0.762%
8/16/2024NewEdge Advisors LLC202,653$5.53M0.0%+41,857.1%0.560%
8/13/2024Hancock Whitney Corp93,546$2.56M0.1%+44.5%0.258%
8/13/2024AE Wealth Management LLC7,433$203K0.0%-44.0%0.021%
8/12/2024Mercer Global Advisors Inc. ADV10,891$297K0.0%+29.8%0.030%
8/8/2024Envestnet Asset Management Inc.968,185$26.44M0.0%+895.5%2.675%
8/8/2024CoreCap Advisors LLC13,508$369K0.0%N/A0.037%
8/8/2024 Client 1ST Advisory Group LLC11,772$321K0.1%-22.7%0.033%
8/8/2024Vanguard Capital Wealth Advisors32,905$899K0.6%N/A0.091%
8/7/2024Choreo LLC9,693$268K0.0%-17.3%0.027%
8/6/2024Anchor Capital Advisors LLC13,845$378K0.0%-74.5%0.038%
8/2/2024Larson Financial Group LLC1,677$46K0.0%N/A0.005%
7/31/2024Commonwealth Equity Services LLC40,267$1.10M0.0%-20.6%0.111%
7/31/2024NBT Bank N A NY1,090$30K0.0%-48.2%0.003%
7/30/2024 International Assets Investment Management LLC1,991$54K0.0%N/A0.005%
7/29/2024Modera Wealth Management LLC64,797$1.77M0.0%-0.8%0.179%
7/26/2024 Atomi Financial Group Inc.170,139$4.65M0.3%+30.7%0.470%
7/25/2024TNF LLC7,729$205K0.1%-5.3%0.021%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,649$236K0.0%-12.2%0.024%
7/20/2024Continuum Advisory LLC1,005$27K0.0%-68.0%0.003%
7/19/2024Sumitomo Mitsui Trust Holdings Inc.216,103$5.90M0.0%+3.3%0.592%
7/19/2024World Equity Group Inc.25,475$696K0.2%+1.6%0.070%
7/18/2024 Brookstone Capital Management21,955$598K0.0%-10.8%0.060%
7/18/2024 Evolution Wealth Advisors LLC234,731$6.41M1.2%+3.8%0.643%
7/16/2024 Hubbell Strickland Wealth Management LLC17,113$467K0.2%-7.3%0.047%
7/16/2024 EWG Elevate Inc.21,221$580K0.2%+3.4%0.058%
7/16/2024 Alhambra Investment Management LLC41,794$1.14M0.6%N/A0.115%
7/12/2024 Cliftonlarsonallen Wealth Advisors LLC15,066$411K0.0%-37.1%0.041%
7/11/2024U.S. Capital Wealth Advisors LLC8,475$231K0.0%-10.6%0.023%
7/10/2024CWM LLC25,572$698K0.0%+102.1%0.070%
7/9/2024Northwest Capital Management Inc3,528$96K0.0%-69.4%0.010%
5/17/2024Hancock Whitney Corp64,738$1.75M0.1%+15.4%0.245%
5/16/2024BROOKFIELD Corp ON 114,860$3.10M0.0%+5.0%0.435%
5/15/2024Fairview Capital Investment Management LLC165,655$4.47M0.3%-0.8%0.627%
5/14/2024Northwest Wealth Management LLC8,518$230K0.1%-19.5%0.032%
5/14/2024Crewe Advisors LLC1,147$31K0.0%-30.4%0.004%
5/14/2024InterOcean Capital Group LLC27,099$732K0.0%+135.5%0.103%
5/9/2024Kingsview Wealth Management LLC19,693$532K0.0%-1.9%0.075%
5/9/2024SageView Advisory Group LLC26,107$705K0.0%N/A0.099%
5/8/2024Avantax Advisory Services Inc.22,381$604K0.0%-57.8%0.079%
5/7/2024Anchor Capital Advisors LLC54,233$1.46M0.0%+32.9%0.192%
5/7/2024 Atomi Financial Group Inc.130,217$3.52M0.3%+66.6%0.460%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management41,465$1.12M0.0%+9.9%0.147%
5/3/2024United Community Bank49,051$1.32M0.5%+1.7%0.197%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC23,946$647K0.0%-15.4%0.096%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.

5/2/2024Choreo LLC11,722$316K0.0%-9.7%0.047%
5/1/2024 Janney Montgomery Scott LLC34,532$932K0.0%-2.7%0.139%
5/1/2024Mirae Asset Global Investments Co. Ltd.18,130$490K0.0%N/A0.073%
4/30/2024Hartline Investment Corp9,850$266K0.0%N/A0.040%
4/30/2024Commonwealth Equity Services LLC50,737$1.37M0.0%-16.4%0.204%
4/25/2024TNF LLC8,161$226K0.1%-23.6%0.033%
4/25/2024Triumph Capital Management21,679$589K0.2%+1.9%0.087%
4/24/2024Patton Albertson Miller Group LLC14,492$391K0.1%-66.4%0.061%
4/22/2024Raymond James & Associates194,928$5.26M0.0%+7.8%0.816%
4/19/2024 Evolution Wealth Advisors LLC226,206$6.11M1.2%-15.0%0.935%
(Data available from 1/1/2016 forward)

COMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COMT shares?

During the previous two years, 222 institutional investors and hedge funds held shares of iShares GSCI Commodity Dynamic Roll Strategy ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($172.33M), Axiom Advisory LLC ($144.97M), Bank of America Corp DE ($99.76M), Truist Financial Corp ($68.42M), Advisor Group Holdings Inc. ($35.67M), Envestnet Asset Management Inc. ($26.44M), and Evolution Wealth Advisors LLC ($8.50M).Learn more on COMT's institutional investors.

What percentage of iShares GSCI Commodity Dynamic Roll Strategy ETF stock is owned by institutional investors?

1.80% of iShares GSCI Commodity Dynamic Roll Strategy ETF stock is owned by institutional investors. Learn more on COMT's institutional investor holdings.

Which institutional investors have been buying iShares GSCI Commodity Dynamic Roll Strategy ETF stock?

Of the 152 institutional investors that purchased iShares GSCI Commodity Dynamic Roll Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Truist Financial Corp ($2.51M), Envestnet Asset Management Inc. ($2.12M), New York Life Investment Management LLC ($1.05M), Axiom Advisory LLC ($586.55K), Charles Schwab Investment Management Inc. ($522.72K), International Assets Investment Management LLC ($354.03K), and Sumitomo Mitsui Trust Holdings Inc. ($313.89K).

How much institutional buying is happening at iShares GSCI Commodity Dynamic Roll Strategy ETF?

Institutional investors have bought a total of 12,754,650 shares in the last 24 months. This purchase volume represents approximately $460.64M in transactions.

Which iShares GSCI Commodity Dynamic Roll Strategy ETF major shareholders have been selling company stock?

Of the 133 institutional investors that sold iShares GSCI Commodity Dynamic Roll Strategy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($2.32M), LPL Financial LLC ($2.02M), Citigroup Inc. ($1.28M), Cliftonlarsonallen Wealth Advisors LLC ($1.19M), New York Life Investment Management LLC ($876.28K), Park Avenue Securities LLC ($792.25K), and Bank of America Corp DE ($742.45K).

How much institutional selling is happening at iShares GSCI Commodity Dynamic Roll Strategy ETF?

Institutional investors have sold a total of 16,296,472 shares in the last 24 months. This volume of shares sold represents approximately $775.76M in transactions.



This page (NASDAQ:COMT) was last updated on 1/21/2025 by MarketBeat.com Staff
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