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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
5,000
shares
|
$244,700
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,945
shares
|
$242,008
0.02% of portfolio
|
Q2 2023
Reduced 99.01%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
4,884
shares
|
$239,022
0.01% of portfolio
|
Q2 2025
Reduced 79.41%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
3,283
shares
|
$160,670
0.07% of portfolio
|
Q4 2025
Added 9.73%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,900
shares
|
$141,926
0.0% of portfolio
|
Q3 2025
Added 190.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,689
shares
|
$131,599
0.0% of portfolio
|
Q3 2025
Added 596.63%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,094
shares
|
$102,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,667
shares
|
$81,582
0.01% of portfolio
|
Q3 2025
Reduced 87.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,613
shares
|
$78,940
0.0% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,439
shares
|
$70,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,012
shares
|
$49,527
0.03% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
993
shares
|
$48,597
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
895
shares
|
$43,801
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
848
shares
|
$41,501
0.0% of portfolio
|
Q1 2023
Reduced 32.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
677
shares
|
$33,132
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
601
shares
|
$29,412
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
444
shares
|
$21,729
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
441
shares
|
$21,582
0.0% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
365
shares
|
$17,863
0.0% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
318
shares
|
$15,562
0.17% of portfolio
|
Q2 2025
Added 3875.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
306
shares
|
$14,975
0.0% of portfolio
|
Q4 2023
Reduced 65.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
256
shares
|
$12,528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
233
shares
|
$11,403
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
205
shares
|
$10,032
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
150
shares
|
$7,341
0.01% of portfolio
|
Q3 2022
New holding
|
|