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 |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
136
shares
|
$6,655
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
93
shares
|
$4,551
0.01% of portfolio
|
Q2 2025
Reduced 89.76%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
75
shares
|
$3,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
46
shares
|
$2,251
0.0% of portfolio
|
Q2 2024
Reduced 91.19%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
32
shares
|
$1,566
0.0% of portfolio
|
Q4 2023
Reduced 44.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
32
shares
|
$1,566
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
24
shares
|
$1,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
16
shares
|
$783
0.0% of portfolio
|
Q2 2025
Reduced 61.9%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
2
shares
|
$97
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2
shares
|
$97
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|