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iShares Commodity Curve Carry Strategy ETF (CCRV) Institutional Ownership

iShares Commodity Curve Carry Strategy ETF logo
$20.00 0.00 (0.00%)
As of 09/19/2025
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Institutional Ownership Changes (13F Filings) for iShares Commodity Curve Carry Strategy ETF (NYSEARCA:CCRV)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$87.07K
Number of
Institutional Sellers
(last 12 months)
0
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CCRV Institutional Buying and Selling by Quarter

iShares Commodity Curve Carry Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.10,413$205K0.0%+74.1%0.651%
8/15/2025 Bank of America Corp DE129,230$2.54M0.0%-7.7%8.077%
8/14/2025 Jane Street Group LLC46,251$909K0.0%+46.2%2.891%
8/8/2025 New England Capital Financial Advisors LLC8,420$165K0.1%+25.5%0.526%
7/29/2025 BKM Wealth Management LLC216,801$4.26M1.7%+5.0%13.550%
5/19/2025Jane Street Group LLC31,628$646K0.0%N/A1.543%
5/16/2025Ancora Advisors LLC20,473$418K0.0%+95.5%0.999%
5/5/2025BKM Wealth Management LLC206,433$4.22M1.7%+2.2%10.070%
4/24/2025Family Investment Center Inc.29,632$605K0.1%-90.3%1.445%
4/10/2025Amplius Wealth Advisors LLC65,511$1.34M0.1%+2.0%3.120%
2/17/2025Bank of America Corp DE138,410$2.77M0.0%+12.1%6.291%
2/13/2025Mariner LLC84,623$1.69M0.0%+113.8%3.847%
2/4/2025New England Capital Financial Advisors LLC6,595$132K0.1%N/A0.300%
1/31/2025BKM Wealth Management LLC201,957$4.04M1.7%+3.9%9.180%
1/24/2025Family Investment Center Inc.306,191$6.13M1.6%-21.8%13.918%
1/16/2025Amplius Wealth Advisors LLC64,210$1.29M0.1%N/A2.919%
10/24/2024Family Investment Center Inc.391,664$8.14M2.0%-21.4%17.803%
10/23/2024BKM Wealth Management LLC194,290$4.04M1.6%+4.6%8.831%
8/14/2024Bank of Montreal Can38,000$827K0.0%+146.1%1.727%
7/31/2024Commonwealth Equity Services LLC25,038$543K0.0%N/A1.138%
7/19/2024Family Investment Center Inc.498,086$10.80M3.2%+20.7%22.640%
4/22/2024Family Investment Center Inc.412,654$8.77M2.8%N/A18.757%
4/18/2024BKM Wealth Management LLC182,458$3.88M1.7%+5,634.1%8.294%
2/5/2024Kestra Private Wealth Services LLC19,068$377K0.0%+31.8%1.525%
11/8/2023Kestra Private Wealth Services LLC14,471$323K0.0%N/A1.158%
8/2/2023Bank of Montreal Can22,864$457K0.0%N/A1.759%
7/22/2022Urban Wealth Management LLC49,386$1.38M4.7%N/A3.528%


CCRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of iShares Commodity Curve Carry Strategy ETF. The most heavily invested institutionals were BKM Wealth Management LLC ($4.26M), Bank of America Corp DE ($2.54M), Mariner LLC ($1.69M), Amplius Wealth Advisors LLC ($1.34M), Jane Street Group LLC ($909K), Family Investment Center Inc. ($605K), and Ancora Advisors LLC ($418K).Learn more on iShares Commodity Curve Carry Strategy ETF's institutional investors.

The following institutional investors have purchased iShares Commodity Curve Carry Strategy ETF's stock in the last 24 months: Amplius Wealth Advisors LLC ($65.51K), Jane Street Group LLC ($46.25K), Mariner LLC ($45.03K), BKM Wealth Management LLC ($31.02K), Bank of America Corp DE ($14.97K), Ancora Advisors LLC ($10K), and New England Capital Financial Advisors LLC ($8.31K).

Institutional investors have bought a total of 4,431 shares in the last 24 months. This purchase volume represents approximately $87.07K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CCRV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2025. New 13F filings are added each quarter as they're published.
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