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 102 institutions that hold shares in the stock, with a total of 6.22 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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
48,634
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
47,359
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
47,079
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Added 25.17%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
41,898
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
39,444
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
32,661
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
32,586
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
32,104
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
26,716
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,506
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
23,654
shares
|
$1.16 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
23,556
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 34.74%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
19,199
shares
|
$945,358
0.03% of portfolio
|
Q3 2023
Reduced 58.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
17,723
shares
|
$872,680
0.0% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
16,322
shares
|
$803,695
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,262
shares
|
$800,740
0.0% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
16,084
shares
|
$791,976
0.18% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
14,968
shares
|
$737,024
0.05% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,839
shares
|
$730,672
0.05% of portfolio
|
Q2 2022
Added 9.17%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
14,627
shares
|
$720,233
0.0% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
14,442
shares
|
$711,124
0.13% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,332
shares
|
$656,467
0.07% of portfolio
|
Q2 2025
Reduced 95.96%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
12,943
shares
|
$637,313
0.08% of portfolio
|
Q3 2025
Reduced 44.76%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
11,192
shares
|
$551,094
0.17% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
10,819
shares
|
$532,727
0.0% of portfolio
|
Q2 2025
Reduced 18.07%
|