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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,012
shares
|
$49,830
0.03% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,000
shares
|
$49,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
888
shares
|
$43,725
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
848
shares
|
$41,755
0.0% of portfolio
|
Q1 2023
Reduced 32.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
677
shares
|
$33,335
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
601
shares
|
$29,593
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
441
shares
|
$21,714
0.0% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
441
shares
|
$21,714
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
413
shares
|
$20,336
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
386
shares
|
$19,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
377
shares
|
$18,563
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
318
shares
|
$15,658
0.17% of portfolio
|
Q2 2025
Added 3875.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
306
shares
|
$15,067
0.0% of portfolio
|
Q4 2023
Reduced 65.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
256
shares
|
$12,605
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
200
shares
|
$9,848
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
150
shares
|
$7,386
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
136
shares
|
$6,696
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
93
shares
|
$4,579
0.01% of portfolio
|
Q2 2025
Reduced 89.76%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
75
shares
|
$3,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
46
shares
|
$2,265
0.0% of portfolio
|
Q2 2024
Reduced 91.19%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
42
shares
|
$2,068
0.0% of portfolio
|
Q1 2025
Added 44.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
32
shares
|
$1,575
0.0% of portfolio
|
Q4 2023
Reduced 44.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
31
shares
|
$1,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
13
shares
|
$640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
2
shares
|
$98
0.0% of portfolio
|
Q1 2025
New holding
|