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 107 institutions that hold shares in the stock, with a total of 5.97 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
10,819
shares
|
$520,285
0.0% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
9,253
shares
|
$444,976
0.21% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,695
shares
|
$418,142
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
8,464
shares
|
$407,033
0.0% of portfolio
|
Q4 2024
Reduced 96.31%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
7,684
shares
|
$369,523
0.15% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
7,374
shares
|
$354,615
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,026
shares
|
$337,880
0.02% of portfolio
|
Q3 2022
Added 15.48%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,439
shares
|
$309,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,337
shares
|
$304,746
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
5,955
shares
|
$286,375
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,829
shares
|
$280,316
0.01% of portfolio
|
Q4 2024
Reduced 27.95%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
5,581
shares
|
$268,390
0.0% of portfolio
|
Q4 2024
Added 70.15%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
5,473
shares
|
$263,196
0.15% of portfolio
|
Q4 2024
Reduced 20.27%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,444
shares
|
$261,801
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,945
shares
|
$237,805
0.02% of portfolio
|
Q2 2023
Reduced 99.01%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
4,715
shares
|
$226,744
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,762
shares
|
$132,824
0.0% of portfolio
|
Q4 2024
Added 572.02%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,061
shares
|
$99,113
0.0% of portfolio
|
Q3 2024
Reduced 57.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,981
shares
|
$95,266
0.0% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,550
shares
|
$74,539
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,132
shares
|
$54,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
1,064
shares
|
$51,167
0.04% of portfolio
|
Q4 2024
Added 65.22%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,012
shares
|
$48,667
0.03% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$48,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
904
shares
|
$43,473
0.09% of portfolio
|
Q4 2024
Reduced 8.5%
|