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 108 institutions that hold shares in the stock, with a total of 7.36 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
12,098
shares
|
$592,076
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,582
shares
|
$566,823
0.0% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
11,256
shares
|
$550,868
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
11,238
shares
|
$549,987
0.0% of portfolio
|
Q3 2025
Added 121.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,512
shares
|
$514,457
0.0% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,439
shares
|
$510,884
0.0% of portfolio
|
Q3 2025
Added 14.6%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
10,207
shares
|
$499,530
0.17% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
9,620
shares
|
$470,802
0.02% of portfolio
|
Q3 2025
Added 35.95%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
9,395
shares
|
$459,791
0.14% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
8,270
shares
|
$404,733
0.0% of portfolio
|
Q3 2025
Reduced 21.93%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
8,138
shares
|
$398,273
0.39% of portfolio
|
Q3 2025
Added 41.11%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
8,094
shares
|
$396,120
0.17% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
8,015
shares
|
$392,254
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,026
shares
|
$343,852
0.02% of portfolio
|
Q3 2022
Added 15.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
6,423
shares
|
$314,341
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,337
shares
|
$310,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
6,292
shares
|
$307,930
0.01% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,155
shares
|
$301,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,107
shares
|
$298,876
0.0% of portfolio
|
Q3 2025
Added 29.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,059
shares
|
$296,527
0.0% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
6,005
shares
|
$293,884
0.0% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,514
shares
|
$269,855
0.01% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
5,365
shares
|
$262,563
0.02% of portfolio
|
Q3 2025
Added 29.25%
|
|
|
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%
|
|