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 91 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 $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
8,090
shares
|
$381,119
0.01% of portfolio
|
Q3 2024
Reduced 21.59%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
7,684
shares
|
$361,993
0.15% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
7,385
shares
|
$347,907
0.0% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,026
shares
|
$330,994
0.02% of portfolio
|
Q3 2022
Added 15.48%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,864
shares
|
$323,363
0.21% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,337
shares
|
$298,536
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,955
shares
|
$280,540
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,340
shares
|
$251,567
0.06% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
5,288
shares
|
$249,117
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,945
shares
|
$232,958
0.02% of portfolio
|
Q2 2023
Reduced 99.01%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,861
shares
|
$229,001
0.02% of portfolio
|
Q3 2024
Reduced 23.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
3,280
shares
|
$154,520
0.0% of portfolio
|
Q3 2024
Added 98.31%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
2,061
shares
|
$97,093
0.0% of portfolio
|
Q3 2024
Reduced 57.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,021
shares
|
$95,209
0.0% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,597
shares
|
$75,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,550
shares
|
$73,020
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,132
shares
|
$53,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,012
shares
|
$47,675
0.03% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
988
shares
|
$46,544
0.12% of portfolio
|
Q3 2024
Reduced 81.13%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
949
shares
|
$44,707
0.02% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
848
shares
|
$39,949
0.0% of portfolio
|
Q1 2023
Reduced 32.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
677
shares
|
$31,893
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
644
shares
|
$30,338
0.02% of portfolio
|
Q4 2023
Reduced 40.84%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
430
shares
|
$20,257
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
367
shares
|
$17,289
0.0% of portfolio
|
Q3 2023
Reduced 8.71%
|