Latest Period
Q1 2026
Security Snapshot
ISHARES CMBS ETF - Common Stock (CMBS) Institutional Ownership
CUSIP: 46429B366
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
91
Shares (Excl. Options)
7,406,257
Price
$48.73
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- Security type / class
- Equity / Common Stock
- Symbol
- CMBS
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 7,406,257
- Total 13F value
- $360,958,473
- Portfolio coverage rank
- 0%
- Share change
- +1,209,067
- Value change
- +$58,856,800
- Number of holders
- 91
- Shares outstanding
- 9,198,200
- SEC-reported price per share
- $48.54
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CMBS - ISHARES CMBS ETF - Common Stock is tracked under CUSIP 46429B366.
- 91 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 94 to 91 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $301,071,155 to $360,958,473.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 91 institutions filings for Q1 2026.
Security key
46429B366
Latest holder period
Q1 2026
13F holders
91
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46429B366:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
CMBS
| 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 Mar 2026, 91 institutional investors reported holding 7,406,257 shares of ISHARES CMBS ETF - Common Stock (CMBS). This represents 81% of the company’s total 9,198,200 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
72%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| UBS Group AG | 18% | 1,657,049 | +206% | 0.01% | $80,747,998 |
| SYON CAPITAL LLC | 5.7% | 527,656 | -17% | 1.3% | $25,712,676 |
| AE Wealth Management LLC | 5.7% | 523,579 | +6.7% | 0.14% | $25,513,997 |
| LPL Financial LLC | 5.7% | 521,012 | +25% | 0.01% | $25,388,938 |
| ARVEST INVESTMENTS, INC. | 5.1% | 465,122 | +6.1% | 3.1% | $22,665,443 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.3% | 307,513 | +359% | 0% | $14,985,108 |
| HANCOCK WHITNEY CORP | 3.1% | 287,723 | +7% | 0.25% | $14,063,873 |
| Prepared Retirement Institute LLC | 2.8% | 256,714 | +6.7% | 6.2% | $12,509,661 |
| MORGAN STANLEY | 2.7% | 246,959 | -20% | 0% | $12,034,349 |
| CENTRAL BANK & TRUST CO | 2.1% | 193,075 | +3% | 1.5% | $9,408,545 |
| WELLS FARGO & COMPANY/MN | 2% | 188,474 | +2.7% | 0% | $9,184,348 |
| PRUDENTIAL PLC | 2% | 179,528 | -7.7% | 0.07% | $8,748,399 |
| OSAIC HOLDINGS, INC. | 1.9% | 172,966 | -0.18% | 0.01% | $8,429,380 |
| BANK OF AMERICA CORP /DE/ | 1.8% | 161,478 | -45% | 0% | $7,868,823 |
| Cetera Investment Advisers | 1.7% | 153,411 | +16% | 0.01% | $7,475,720 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 112,689 | +5.1% | 0% | $5,491,336 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 1% | 95,881 | -0.34% | 0.79% | $4,672,293 |
| AMERIPRISE FINANCIAL INC | 1% | 93,994 | -3.7% | 0% | $4,584,696 |
| CITADEL ADVISORS LLC | 0.87% | 79,859 | 0% | $3,891,529 | |
| Krilogy Financial LLC | 0.78% | 72,165 | -46% | 0.11% | $3,530,303 |
| SYKON CAPITAL LLC | 0.78% | 72,009 | -1.3% | 1.2% | $3,508,978 |
| Insight Wealth Partners, LLC | 0.77% | 70,853 | +6.7% | 1.4% | $3,452,689 |
| Ocean Park Asset Management, LLC | 0.69% | 63,286 | 0% | 0.18% | $3,083,927 |
| Pathstone Holdings, LLC | 0.68% | 62,277 | -0.47% | 0.01% | $3,034,748 |
| GOLDMAN SACHS GROUP INC | 0.68% | 62,185 | 0% | $3,030,275 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 7,406,257 | $360,958,473 | +$58,856,800 | $48.73 | 91 |
| 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 |