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 103 institutions that hold shares in the stock, with a total of 6.17 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
521,932
shares
|
$25.4 Million
0.1% of portfolio
|
Q3 2024
Added 40.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
469,881
shares
|
$22.9 Million
0.14% of portfolio
|
Q2 2023
Added 28.03%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
469,550
shares
|
$22.9 Million
0.0% of portfolio
|
Q2 2024
Added 1076.14%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
442,161
shares
|
$21.6 Million
3.24% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
397,979
shares
|
$19.4 Million
0.17% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
378,238
shares
|
$18.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
297,798
shares
|
$14.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
278,970
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
259,336
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
253,002
shares
|
$12.3 Million
0.24% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
247,585
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2025
Added 20.66%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
182,706
shares
|
$8.91 Million
1.51% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
165,931
shares
|
$8.09 Million
1.66% of portfolio
|
Q2 2025
Added 34.68%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
156,402
shares
|
$7.62 Million
4.49% of portfolio
|
Q2 2025
Added 160.37%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
128,503
shares
|
$6.26 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
112,740
shares
|
$5.49 Million
0.01% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
91,204
shares
|
$4.45 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
87,791
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.53%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
76,351
shares
|
$3.72 Million
1.36% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
73,370
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.42%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
71,881
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2025
Added 122.67%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
63,286
shares
|
$3.08 Million
0.11% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
54,302
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Added 46.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
54,023
shares
|
$2.63 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
53,573
shares
|
$2.61 Million
0.41% of portfolio
|
Q2 2025
Added 2.88%
|