Institutional Ownership Ishares Cmbs ETF (CMBS)
This table provides information about the institutional ownership of Ishares Cmbs ETF (CMBS). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 7.43 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
66,196
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
63,291
shares
|
$3.1 Million
0.45% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 14, 2026 Q4 2025 |
63,286
shares
|
$3.1 Million
0.16% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
58,102
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
47,359
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
47,079
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Added 25.17%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
39,696
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Ethos Capital Management, Inc.
Newtown, PA |
Jan 21, 2026 Q4 2025 |
33,890
shares
|
$1.66 Million
1.57% of portfolio
|
Q4 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
33,326
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
27,382
shares
|
$1.34 Million
0.54% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
25,620
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,506
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
24,458
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2025
Added 28.03%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
22,899
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 56.55%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
21,962
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2025
Reduced 4.86%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
19,706
shares
|
$964,411
0.03% of portfolio
|
Q3 2025
Reduced 39.67%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
19,199
shares
|
$939,599
0.03% of portfolio
|
Q3 2023
Reduced 58.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
16,866
shares
|
$825,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
16,837
shares
|
$824,002
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,262
shares
|
$795,862
0.0% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
15,544
shares
|
$760,723
0.09% of portfolio
|
Q4 2025
Added 20.1%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
15,301
shares
|
$748,830
0.05% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,294
shares
|
$748,488
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,839
shares
|
$726,220
0.05% of portfolio
|
Q2 2022
Added 9.17%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
13,329
shares
|
$652,321
0.4% of portfolio
|
Q3 2025
Added 189.95%
|
|