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 103 institutions that hold shares in the stock, with a total of 6.32 Million shares, which have been reported (via 13F filing form) to have a value of $306 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
521,932
shares
|
$25.3 Million
0.1% of portfolio
|
Q3 2024
Added 40.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
469,881
shares
|
$22.8 Million
0.14% of portfolio
|
Q2 2023
Added 28.03%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
469,550
shares
|
$22.7 Million
0.0% of portfolio
|
Q2 2024
Added 1076.14%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
444,995
shares
|
$21.5 Million
3.37% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
437,611
shares
|
$21.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
374,007
shares
|
$18.1 Million
0.17% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
346,838
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
344,554
shares
|
$16.7 Million
1.82% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
329,506
shares
|
$16 Million
0.07% of portfolio
|
Q4 2024
Reduced 54.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
250,564
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
204,474
shares
|
$9.9 Million
0.0% of portfolio
|
Q1 2025
Added 177.49%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
194,449
shares
|
$9.42 Million
1.62% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
184,864
shares
|
$8.95 Million
0.0% of portfolio
|
Q4 2024
Added 61.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
181,996
shares
|
$8.81 Million
0.0% of portfolio
|
Q4 2024
Added 1491.57%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
135,802
shares
|
$6.58 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
123,204
shares
|
$5.97 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
79,181
shares
|
$3.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
72,940
shares
|
$3.53 Million
0.0% of portfolio
|
Q4 2024
Added 15.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
63,635
shares
|
$3.08 Million
0.1% of portfolio
|
Q1 2025
Added 39.8%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
63,286
shares
|
$3.06 Million
0.11% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
60,069
shares
|
$2.91 Million
1.84% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
55,707
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
55,553
shares
|
$2.69 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
51,760
shares
|
$2.51 Million
0.34% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
47,764
shares
|
$2.31 Million
0.84% of portfolio
|
Q4 2024
Added 38.02%
|