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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
10,593
shares
|
$521,599
0.0% of portfolio
|
Q2 2025
Reduced 54.2%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
10,099
shares
|
$497,274
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,043
shares
|
$494,517
0.0% of portfolio
|
Q2 2025
Added 82.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,852
shares
|
$485,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,109
shares
|
$448,527
0.0% of portfolio
|
Q2 2025
Added 59.84%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
8,228
shares
|
$405,146
0.17% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
8,138
shares
|
$400,715
0.39% of portfolio
|
Q3 2025
Added 41.11%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
7,076
shares
|
$348,422
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,026
shares
|
$345,960
0.02% of portfolio
|
Q3 2022
Added 15.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
6,449
shares
|
$317,548
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,337
shares
|
$312,033
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
6,278
shares
|
$309,128
0.0% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,932
shares
|
$292,091
0.01% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
5,542
shares
|
$272,888
0.15% of portfolio
|
Q1 2025
Reduced 97.92%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,228
shares
|
$257,426
0.01% of portfolio
|
Q2 2025
Added 78.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,066
shares
|
$249,449
0.0% of portfolio
|
Q1 2025
Reduced 57.29%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,945
shares
|
$243,491
0.02% of portfolio
|
Q2 2023
Reduced 99.01%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
4,884
shares
|
$240,488
0.01% of portfolio
|
Q2 2025
Reduced 79.41%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
4,719
shares
|
$232,363
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
4,597
shares
|
$226,356
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
4,151
shares
|
$204,395
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,216
shares
|
$158,355
0.0% of portfolio
|
Q2 2025
Added 4772.73%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,094
shares
|
$103,108
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,765
shares
|
$86,908
0.0% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,613
shares
|
$79,424
0.0% of portfolio
|
Q2 2025
Added 3.4%
|