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 101 institutions that hold shares in the stock, with a total of 6.24 Million shares, which have been reported (via 13F filing form) to have a value of $304 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
11,977
shares
|
$583,519
0.0% of portfolio
|
Q1 2025
Reduced 97.76%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
11,192
shares
|
$545,274
0.17% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
9,394
shares
|
$457,675
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,695
shares
|
$423,620
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
8,675
shares
|
$422,646
0.19% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
7,155
shares
|
$348,591
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,026
shares
|
$342,306
0.02% of portfolio
|
Q3 2022
Added 15.48%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,431
shares
|
$313,318
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,337
shares
|
$308,738
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,990
shares
|
$291,832
0.0% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,827
shares
|
$283,891
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
5,767
shares
|
$280,968
0.3% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
5,699
shares
|
$277,655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
5,542
shares
|
$270,006
0.15% of portfolio
|
Q1 2025
Reduced 97.92%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,492
shares
|
$267,570
0.0% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,066
shares
|
$246,815
0.0% of portfolio
|
Q1 2025
Reduced 57.29%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,945
shares
|
$240,920
0.02% of portfolio
|
Q2 2023
Reduced 99.01%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,930
shares
|
$142,749
0.0% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,215
shares
|
$107,914
0.0% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,094
shares
|
$102,019
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,560
shares
|
$76,003
0.0% of portfolio
|
Q1 2025
Reduced 24.31%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,012
shares
|
$49,304
0.03% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,000
shares
|
$48,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
908
shares
|
$44,237
0.13% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
880
shares
|
$42,873
0.01% of portfolio
|
Q1 2025
Added 0.57%
|