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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
875
shares
|
$42,078
0.01% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
848
shares
|
$40,780
0.0% of portfolio
|
Q1 2023
Reduced 32.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
677
shares
|
$32,556
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
601
shares
|
$28,902
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
441
shares
|
$21,207
0.0% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
435
shares
|
$20,919
0.01% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
377
shares
|
$18,129
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
306
shares
|
$14,715
0.0% of portfolio
|
Q4 2023
Reduced 65.66%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
286
shares
|
$13,753
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
210
shares
|
$10,098
0.0% of portfolio
|
Q2 2024
Reduced 48.78%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
165
shares
|
$7,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
164
shares
|
$7,886
0.0% of portfolio
|
Q4 2024
Reduced 89.73%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
158
shares
|
$7,598
0.0% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
150
shares
|
$7,213
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
136
shares
|
$6,540
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
74
shares
|
$3,558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
66
shares
|
$3,173
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
46
shares
|
$2,212
0.0% of portfolio
|
Q2 2024
Reduced 91.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
40
shares
|
$1,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
39
shares
|
$1,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
38
shares
|
$1,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
32
shares
|
$1,538
0.0% of portfolio
|
Q4 2023
Reduced 44.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
31
shares
|
$1,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
29
shares
|
$1,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
13
shares
|
$625
0.0% of portfolio
|
Q3 2024
New holding
|