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 106 institutions that hold shares in the stock, with a total of 5.97 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
521,932
shares
|
$24.9 Million
0.1% of portfolio
|
Q3 2024
Added 40.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
469,881
shares
|
$22.4 Million
0.14% of portfolio
|
Q2 2023
Added 28.03%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
469,550
shares
|
$22.4 Million
0.0% of portfolio
|
Q2 2024
Added 1076.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
437,611
shares
|
$20.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
437,038
shares
|
$20.8 Million
3.3% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
350,714
shares
|
$16.7 Million
0.16% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
346,838
shares
|
$16.5 Million
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
344,554
shares
|
$16.4 Million
1.82% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
329,506
shares
|
$15.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 54.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
250,564
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
207,701
shares
|
$9.91 Million
1.52% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
184,864
shares
|
$8.82 Million
0.0% of portfolio
|
Q4 2024
Added 61.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
181,996
shares
|
$8.68 Million
0.0% of portfolio
|
Q4 2024
Added 1491.57%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
136,770
shares
|
$6.52 Million
0.47% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
79,181
shares
|
$3.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
73,688
shares
|
$3.51 Million
0.0% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
72,940
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Added 15.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
55,707
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
55,553
shares
|
$2.65 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
51,760
shares
|
$2.47 Million
0.34% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
47,764
shares
|
$2.28 Million
0.84% of portfolio
|
Q4 2024
Added 38.02%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
46,586
shares
|
$2.22 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
45,518
shares
|
$2.17 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
44,490
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
44,308
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.37%
|