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 100 institutions that hold shares in the stock, with a total of 6.79 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
534,735
shares
|
$25.9 Million
0.01% of portfolio
|
Q1 2025
Added 4842.55%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
521,932
shares
|
$25.3 Million
0.12% of portfolio
|
Q3 2024
Added 40.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
469,881
shares
|
$22.8 Million
0.14% of portfolio
|
Q2 2023
Added 28.03%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
469,550
shares
|
$22.7 Million
0.0% of portfolio
|
Q2 2024
Added 1076.14%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
444,995
shares
|
$21.5 Million
3.37% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
440,939
shares
|
$21.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
374,007
shares
|
$18.1 Million
0.17% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
329,848
shares
|
$16 Million
1.76% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
306,459
shares
|
$14.8 Million
0.0% of portfolio
|
Q1 2025
Added 22.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
298,339
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
219,110
shares
|
$10.6 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
205,193
shares
|
$9.94 Million
0.0% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
204,474
shares
|
$9.9 Million
0.0% of portfolio
|
Q1 2025
Added 177.49%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
194,449
shares
|
$9.42 Million
1.62% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
138,329
shares
|
$6.7 Million
0.02% of portfolio
|
Q1 2025
Added 74.7%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
135,802
shares
|
$6.58 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
123,204
shares
|
$5.97 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
111,886
shares
|
$5.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 66.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
110,940
shares
|
$5.37 Million
0.01% of portfolio
|
Q1 2025
Added 52.1%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
72,183
shares
|
$3.5 Million
1.32% of portfolio
|
Q1 2025
Added 29.94%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
63,635
shares
|
$3.08 Million
0.1% of portfolio
|
Q1 2025
Added 39.8%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
63,286
shares
|
$3.06 Million
0.11% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
60,069
shares
|
$2.91 Million
1.84% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
56,751
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
52,073
shares
|
$2.52 Million
0.42% of portfolio
|
Q1 2025
Added 0.6%
|