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 108 institutions that hold shares in the stock, with a total of 7.36 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
581,930
shares
|
$28.5 Million
1.53% of portfolio
|
Q3 2025
New holding
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
521,932
shares
|
$25.5 Million
0.1% of portfolio
|
Q3 2024
Added 40.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
469,881
shares
|
$23 Million
0.14% of portfolio
|
Q2 2023
Added 28.03%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
469,550
shares
|
$23 Million
0.0% of portfolio
|
Q2 2024
Added 1076.14%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
438,579
shares
|
$21.5 Million
3.09% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
438,177
shares
|
$21.4 Million
0.0% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
431,523
shares
|
$21.1 Million
0.16% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
330,156
shares
|
$16.2 Million
3.65% of portfolio
|
Q3 2025
Added 98.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
303,583
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
299,873
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
283,021
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
256,960
shares
|
$12.6 Million
0.23% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
256,305
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
243,784
shares
|
$11.9 Million
6.24% of portfolio
|
Q3 2025
Added 55.87%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
185,898
shares
|
$9.1 Million
1.5% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
153,774
shares
|
$7.53 Million
0.01% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
129,519
shares
|
$6.34 Million
0.26% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
95,357
shares
|
$4.67 Million
0.8% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
83,372
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2025
Added 98.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
79,077
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
77,757
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2025
Added 43.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
70,934
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
69,054
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2025
Added 193.15%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
68,296
shares
|
$3.34 Million
1.12% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
66,196
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.78%
|
|