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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
323
shares
|
$15,216
0.0% of portfolio
|
Q2 2024
Reduced 6.92%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
306
shares
|
$14,415
0.0% of portfolio
|
Q4 2023
Reduced 65.66%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
210
shares
|
$9,893
0.0% of portfolio
|
Q2 2024
Reduced 48.78%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
182
shares
|
$8,574
0.0% of portfolio
|
Q2 2024
Reduced 16.13%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
165
shares
|
$7,773
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
150
shares
|
$7,066
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
136
shares
|
$6,406
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
66
shares
|
$3,109
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
46
shares
|
$2,167
0.0% of portfolio
|
Q2 2024
Reduced 91.19%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
32
shares
|
$1,507
0.0% of portfolio
|
Q4 2023
Reduced 44.83%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
13
shares
|
$612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2
shares
|
$94
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q3 2024
Reduced 98.81%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|