ISHARES CMBS ETF - Common Stock (CMBS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CMBS
Shares outstanding
9,198,200
Price per share
$48.99
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
6,324,941
Total reported value
$310,327,545
% of total 13F portfolios
0%
Share change
+1,135,129
Value change
+$55,756,480
Number of holders
96
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ISHARES CMBS ETF - Common Stock (CMBS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 0.5% $2,231,483 45,991 BlackRock, Inc. 31 Dec 2024

As of 30 Sep 2025, 96 institutional investors reported holding 6,324,941 shares of ISHARES CMBS ETF - Common Stock (CMBS). This represents 69% of the company’s total 9,198,200 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ISHARES CMBS ETF - Common Stock (CMBS) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SYON CAPITAL LLC 6.3% 581,930 1.5% $28,555,305
State of New Jersey Common Pension Fund D 5.7% 521,932 0% 0.09% $25,611,203
ARVEST INVESTMENTS, INC. 4.8% 438,579 -0.81% 3.1% $21,521,111
UBS Group AG 4.8% 438,177 +16% 0% $21,501,345
AE Wealth Management LLC 4.7% 431,523 +8.4% 0.13% $21,174,782
Systelligence, LLC 3.6% 330,156 +99% 3.1% $16,200,755
BANK OF AMERICA CORP /DE/ 3.3% 303,583 +1.9% 0% $14,896,818
LPL Financial LLC 3.3% 299,873 +16% 0% $14,714,768
MORGAN STANLEY 3.1% 283,021 +1.5% 0% $13,887,856
HANCOCK WHITNEY CORP 2.8% 256,960 +1.6% 0.23% $12,609,032
WELLS FARGO & COMPANY/MN 2.8% 256,305 +3.5% 0% $12,576,880
Prepared Retirement Institute LLC 2.7% 243,784 +56% 6.2% $11,962,464
CENTRAL BANK & TRUST CO 2% 185,898 +1.7% 1.4% $9,122,015
OSAIC HOLDINGS, INC. 1.7% 153,774 +11% 0.01% $7,529,813
Krilogy Financial LLC 1.4% 129,519 +0.79% 0.24% $6,327,008
SCHMIDT P J INVESTMENT MANAGEMENT INC 1% 95,357 +4.6% 0.77% $4,679,176
TIAA TRUST, NATIONAL ASSOCIATION 0.91% 83,372 +99% 0.01% $4,091,064
JANE STREET GROUP, LLC 0.86% 79,077 0% $3,880,308
AMERIPRISE FINANCIAL INC 0.85% 77,757 +43% 0% $3,815,540
ENVESTNET ASSET MANAGEMENT INC 0.77% 70,934 -1.3% 0% $3,480,726
Cetera Investment Advisers 0.75% 69,054 +193% 0% $3,388,491
SYKON CAPITAL LLC 0.74% 68,296 -11% 1.1% $3,351,285
Pathstone Holdings, LLC 0.72% 66,196 -9.8% 0.01% $3,248,226
U.S. Capital Wealth Advisors, LLC 0.69% 63,579 +18% 0.08% $3,119,822
Insight Wealth Partners, LLC 0.69% 63,291 +18% 1.4% $3,105,706

Institutional Holders of ISHARES CMBS ETF - Common Stock (CMBS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,536,319 $124,501,098 -$32,109,066 $49.08 45
2025 Q3 6,324,941 $310,327,545 +$55,756,480 $49.07 96
2025 Q2 5,237,209 $255,093,037 -$69,784 $48.72 92
2025 Q1 5,240,112 $251,525,578 +$11,244,817 $48.00 86
2024 Q4 4,996,476 $235,834,588 -$42,626,325 $47.20 94
2024 Q3 5,854,378 $286,402,409 +$26,329,336 $48.93 83
2024 Q2 5,260,768 $246,976,265 -$3,701,640 $46.95 82
2024 Q1 5,339,098 $251,482,198 +$24,985,127 $47.10 82
2023 Q4 5,140,799 $240,494,471 -$53,647,672 $46.79 77
2023 Q3 5,302,058 $238,749,295 +$732,972 $45.04 80
2023 Q2 5,259,822 $241,179,927 -$76,675,330 $45.86 81
2023 Q1 6,440,444 $297,542,324 -$2,382,092 $46.19 78
2022 Q4 6,963,751 $319,721,459 -$69,751,362 $45.91 72
2022 Q3 8,381,493 $385,222,440 -$58,831,340 $45.85 81
2022 Q2 9,644,033 $463,972,984 +$37,050,823 $48.11 87
2022 Q1 8,864,943 $441,912,297 -$75,625,309 $49.85 95
2021 Q4 10,367,618 $549,799,534 +$50,564,864 $53.03 105
2021 Q3 9,156,184 $494,979,490 +$49,556,833 $54.06 99
2021 Q2 8,241,511 $448,174,786 +$78,720,459 $54.38 93
2021 Q1 6,795,126 $365,992,245 +$95,676,333 $53.86 86
2020 Q4 5,007,848 $277,077,743 -$36,956,335 $55.33 62
2020 Q3 5,636,262 $312,925,194 +$41,604,641 $55.52 56
2020 Q2 4,909,982 $269,661,512 +$31,902,200 $54.92 61
2020 Q1 4,330,380 $232,496,639 +$18,797,230 $53.69 63
2019 Q4 3,778,108 $199,449,165 +$16,252,410 $52.79 54
2019 Q3 3,480,956 $186,125,000 -$4,018,367 $53.47 52
2019 Q2 3,666,281 $193,984,000 +$21,255,312 $52.91 50
2019 Q1 3,265,995 $168,693,000 -$1,966,422 $51.66 46
2018 Q4 3,304,773 $166,164,000 +$1,450,550 $50.28 40
2018 Q3 3,266,387 $162,618,468 +$6,068,342 $49.79 45
2018 Q2 3,142,850 $157,424,039 +$10,623,982 $50.10 40
2018 Q1 2,933,692 $147,698,144 +$3,363,433 $50.36 42
2017 Q4 2,881,315 $147,706,000 +$10,028,359 $51.27 38
2017 Q3 2,663,213 $137,291,000 +$5,275,485 $51.55 35
2017 Q2 2,561,085 $131,651,162 -$4,610,717 $51.40 37
2017 Q1 2,636,770 $135,079,000 +$3,485,658 $51.23 36
2016 Q4 2,669,713 $136,383,000 -$108,880,082 $51.06 41
2016 Q3 4,782,791 $253,844,000 +$12,773,348 $53.08 55
2016 Q2 4,541,989 $241,539,000 +$65,031,203 $53.19 53
2016 Q1 3,317,768 $172,587,000 +$64,134,358 $52.02 51
2015 Q4 2,109,405 $106,857,000 -$27,360,867 $50.66 39
2015 Q3 2,634,628 $136,386,000 +$14,005,465 $51.77 37
2015 Q2 2,448,869 $125,772,492 +$47,894,149 $51.36 37
2015 Q1 1,515,835 $79,071,000 +$2,754,887 $52.16 35
2014 Q4 1,464,415 $74,962,000 +$379,970 $51.19 37
2014 Q3 1,463,063 $75,104,000 +$27,163,237 $51.33 31
2014 Q2 933,847 $48,289,000 -$5,762,269 $51.71 27
2014 Q1 1,047,489 $53,549,000 -$5,871,643 $51.12 30