CMBS

iShares CMBS ETF
$48.88-0.28 (-0.58%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

6.338475419084382e+255B

Total Value

$3.100026596215062e+191T

% of Float

Price History

$47.09$47.79$48.49$49.19$49.89Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SYON CAPITAL LLC633,847$31.0M1.55%Share
2UBS Group AG541,908$26.6M0.00%Share
3ARVEST INVESTMENTS, INC.438,194$21.5M3.02%Share
4LPL Financial LLC418,164$20.0M0.01%Share
5MORGAN STANLEY306,976$15.0M0.00%Share
6BANK OF AMERICA CORP /DE/274,571$13.0M0.00%Share
7HANCOCK WHITNEY CORP267,154$13.0M0.23%Share
8Prepared Retirement Institute LLC240,678$11.8M5.94%Share
9CENTRAL BANK & TRUST CO187,420$9.2M1.42%Share
10PRUDENTIAL PLC194,402$9.0M0.07%Share
11OSAIC HOLDINGS, INC.172,952$8.0M0.01%Share
12Krilogy Financial LLC132,705$6.5M0.22%Share
13AE Wealth Management LLC128,427$6.3M0.04%Share
14WELLS FARGO & COMPANY/MN142,412$6.0M0.00%Share
15Cetera Investment Advisers132,780$6.0M0.01%Share
16SCHMIDT P J INVESTMENT MANAGEMENT INC96,211$4.7M0.77%Share
17AMERIPRISE FINANCIAL INC97,578$4.0M0.00%Share
18AE Wealth Management LLC80,835$4.0M0.02%Share
19U.S. Capital Wealth Advisors, LLC79,107$3.9M0.10%Share
20AE Wealth Management LLC75,418$3.7M0.02%Share
21SYKON CAPITAL LLC72,936$3.6M1.15%Share
22Insight Wealth Partners, LLC66,397$3.3M0.45%Share
23Ocean Park Asset Management, LLC63,286$3.1M0.15%Share
24TIAA TRUST, NATIONAL ASSOCIATION67,262$3.0M0.01%Share
25RAYMOND JAMES FINANCIAL INC81,393$3.0M0.00%Share
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC66,945$3.0M0.00%Share
27ENVESTNET ASSET MANAGEMENT INC66,297$3.0M0.00%Share
28FRANKLIN RESOURCES INC44,109$2.0M0.00%Share
29FIRST TRUST ADVISORS LP41,076$2.0M0.00%Share
30Pathstone Holdings, LLC52,857$2.0M0.01%Share
31AE Wealth Management LLC39,792$2.0M0.01%Share
32Ethos Capital Management, Inc.33,890$1.7M1.57%Share
33AE Wealth Management LLC32,520$1.6M0.01%Share
34Palogic Value Management, L.P.27,382$1.3M0.56%Share
35Rosenberg Matthew Hamilton24,458$1.2M0.25%Share
36Heck Capital Advisors, LLC21,962$1.1M0.08%Share
37AE Wealth Management LLC21,494$1.1M0.01%Share
38Advisory Alpha, LLC20,804$1.0M0.03%Share
39JONES FINANCIAL COMPANIES LLLP35,901$1.0M0.00%Share
40WELLS FARGO & COMPANY/MN26,435$1.0M0.00%Share
41BlackRock, Inc.24,742$1.0M0.00%Share
42GUGGENHEIM CAPITAL LLC24,856$1.0M0.01%Share
43COMMONWEALTH EQUITY SERVICES, LLC33,716$1.0M0.00%Share
44Willis Johnson & Associates, Inc.18,827$924K0.06%Share
45Arete Wealth Advisors, LLC16,479$809K0.05%Share
46Columbus Macro, LLC15,544$762K0.08%Share
47Maia Wealth LLC15,294$755K0.13%Share
48AE Wealth Management LLC14,956$734K0.00%Share
49Cogent Private Wealth, Inc.14,152$694K0.53%Share
50TOUNJIAN ADVISORY PARTNERS, LLC12,510$614K0.21%Share