Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
9,198,200
-
Number of holders
-
78
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Total 13F shares, excl. options
-
6,440,444
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Shares change
-
-53,922
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Total reported value, excl. options
-
$297,542,324
-
Value change
-
-$2,382,092
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Number of buys
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44
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Number of sells
-
-42
-
Price
-
$46.19
Significant Holders of ISHARES CMBS ETF - Common Stock (CMBS) as of Q1 2023
94 filings reported holding CMBS - ISHARES CMBS ETF - Common Stock as of Q1 2023.
ISHARES CMBS ETF - Common Stock (CMBS) has 78 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,440,444 shares
of 9,198,200 outstanding shares and own 70% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (1,506,890 shares), PATHSTONE FAMILY OFFICE, LLC (602,590 shares), BerganKDV Wealth Management, LLC (497,439 shares), UBS Group AG (406,523 shares), Tortoise Investment Management, LLC (332,670 shares), WELLS FARGO & COMPANY/MN (317,831 shares), Diversified, LLC (306,023 shares), BANK OF AMERICA CORP /DE/ (305,496 shares), GUGGENHEIM CAPITAL LLC (265,414 shares), and Krilogy Financial LLC (256,026 shares).
This table shows the top 78 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.