Security Snapshot

ISHARES CMBS ETF - Common Stock (CMBS) Institutional Ownership

CUSIP: 46429B366

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

94

Shares (Excl. Options)

6,138,935

Price

$49.08

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Type / Class
Equity / Common Stock
Symbol
CMBS
Shares outstanding
9,198,200
Price per share
$48.94
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
6,138,935
Total reported value
$301,071,155
% of total 13F portfolios
0%
Share change
-226,251
Value change
-$11,192,259
Number of holders
94
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CMBS - ISHARES CMBS ETF - Common Stock is tracked under CUSIP 46429B366.
  • 94 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 94 to 89 between Q4 2025 and Q1 2026.
  • Reported value moved from $301,071,155 to $352,296,811.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 94 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 46429B366?
CUSIP 46429B366 identifies CMBS - ISHARES CMBS ETF - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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 31 Dec 2025, 94 institutional investors reported holding 6,138,935 shares of ISHARES CMBS ETF - Common Stock (CMBS). This represents 67% 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 59% 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 6.9% 633,847 +8.9% 1.6% $31,109,190
UBS Group AG 5.9% 541,908 +24% 0.01% $26,596,845
AE Wealth Management LLC 5.3% 490,546 +14% 0.14% $24,076,044
ARVEST INVESTMENTS, INC. 4.8% 438,194 -0.09% 3% $21,506,562
LPL Financial LLC 4.5% 418,164 +39% 0.01% $20,523,482
MORGAN STANLEY 3.3% 306,976 +8.5% 0% $15,066,384
BANK OF AMERICA CORP /DE/ 3.2% 294,452 -3% 0% $14,451,705
HANCOCK WHITNEY CORP 2.9% 268,948 +4.7% 0.24% $13,199,969
Prepared Retirement Institute LLC 2.6% 240,678 -1.3% 5.9% $11,812,463
PRUDENTIAL PLC 2.1% 194,402 0.08% $9,541,250
CENTRAL BANK & TRUST CO 2% 187,420 +0.82% 1.4% $9,198,574
WELLS FARGO & COMPANY/MN 2% 183,435 -28% 0% $9,002,963
OSAIC HOLDINGS, INC. 1.9% 173,271 +13% 0.01% $8,504,908
Cetera Investment Advisers 1.4% 132,780 +92% 0.01% $6,516,814
Krilogy Financial LLC 1.4% 132,705 +2.5% 0.22% $6,530,396
RAYMOND JAMES FINANCIAL INC 1.2% 107,216 +85% 0% $5,262,150
AMERIPRISE FINANCIAL INC 1.1% 97,578 +25% 0% $4,780,951
SCHMIDT P J INVESTMENT MANAGEMENT INC 1% 96,211 +0.9% 0.77% $4,722,032
U.S. Capital Wealth Advisors, LLC 0.86% 79,107 +24% 0.1% $3,882,572
SYKON CAPITAL LLC 0.79% 72,936 +6.8% 1.1% $3,579,699
TIAA TRUST, NATIONAL ASSOCIATION 0.73% 67,262 -19% 0.01% $3,301,219
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.73% 66,945 0% $3,285,661
Insight Wealth Partners, LLC 0.72% 66,397 +4.9% 1.4% $3,258,779
ENVESTNET ASSET MANAGEMENT INC 0.72% 66,297 -6.5% 0% $3,253,851
Ocean Park Asset Management, LLC 0.69% 63,286 0% 0.15% $3,106,077

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
2026 Q1 7,228,519 $352,296,811 +$65,347,301 $48.73 89
2025 Q4 6,138,935 $301,071,155 -$11,192,259 $49.08 94
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
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