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Ishares Cmbs ETF (CMBS)

CUSIP: 46429B366 | NYSE | 430 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Arvest Investments, Inc.523,353
3.0% of portfolio›$24.7M
Central Bank & Trust Co194,607
1.3% of portfolio›$9.2M
Schmidt P J Investment Management Inc103,512
0.7% of portfolio›$4.9M
Krilogy Financial LLC75,129
0.1% of portfolio›$3.6M
Hidden Cove Wealth Management, LLC55,258
1.4% of portfolio›$2.6M
Insight Wealth Partners, LLC54,816
0.3% of portfolio›$2.6M
Lido Advisors, LLC48,078
0.0% of portfolio›$2.3M
Guidance Capital, Inc41,978
0.4% of portfolio›$2.0M
StoneX Group Inc.37,278
0.1% of portfolio›$1.8M
Rosenberg Matthew Hamilton37,162
0.3% of portfolio›$1.8M
Commonwealth Equity Services, LLC24,385
0.0% of portfolio›$1.2M
Willis Johnson Wealth, Inc.18,368
0.0% of portfolio›$868.4K
Ethos Capital Management, Inc.17,036
0.5% of portfolio›$805.5K
City Center Advisors, LLC15,804
0.6% of portfolio›$747.2K
MMA Asset Management LLC11,543
0.2% of portfolio›$545.8K
Cambridge Investment Research Advisors, Inc.9,329
0.0% of portfolio›$441
Columbus Macro, LLC9,209
0.0% of portfolio›$435.4K
Visionary Wealth Advisors8,894
0.0% of portfolio›$420.5K
Kestra Advisory Services, LLC7,081
0.0% of portfolio›$334.8K
Wealthcare Advisory Partners LLC6,905
0.0% of portfolio›$326.5K
Ridgewood Investments LLC6,845
0.1% of portfolio›$323.6K
Retireful, LLC5,936
0.2% of portfolio›$280.7K
IFP Advisors, Inc5,626
0.0% of portfolio›$266.0K
Truist Financial Corp4,906
0.0% of portfolio›$232.0K
Windsor Capital Management, LLC4,710
0.1% of portfolio›$222.7K
Private Trust Co NA1,962
0.0% of portfolio›$92.8K
Horizon Financial Services, LLC1,374
0.0% of portfolio›$65.0K
Ashton Thomas Private Wealth, LLC825
0.0% of portfolio›$39.0K
Decker Retirement Planning Inc.628
0.0% of portfolio›$29.7K
Quest 10 Wealth Builders, Inc.477
0.0% of portfolio›$22.6K
Strengthening Families & Communities, LLC461
0.0% of portfolio›$21.8K
Citigroup Inc175
0.0% of portfolio›$8.3K
Signature Equity Partners, LLC145
0.0% of portfolio›$6.9K
Farther Finance Advisors, LLC92
0.0% of portfolio›$4.4K
Elevated Capital Advisors, LLC90
0.0% of portfolio›$4.2K
Latitude Advisors, LLC82
0.0% of portfolio›$3.9K
IMG Wealth Management, Inc.33
0.0% of portfolio›$1.5K
Tounjian Advisory Partners, LLC27
0.0% of portfolio›$1.3K
Kingdom Financial Group Llc.21
0.0% of portfolio›$989
Compass Financial Management LLC7
0.0% of portfolio›$331
Spurstone Advisory Services, LLC2
0.0% of portfolio›$94
StyleTurnoverLocationFiled
Arvest Investments, Inc.
523,353$24.7M3.0%ETFLowLowell, AR2026-10-21
Central Bank & Trust Co
194,607$9.2M1.3%GrowthLowLexington, KY2026-10-09
Schmidt P J Investment Management Inc
103,512$4.9M0.7%GrowthVery LowCedarburg, WI2026-11-02
Krilogy Financial LLC
75,129$3.6M0.1%GrowthLowSt. Louis, MO2026-10-13
Hidden Cove Wealth Management, LLC
55,258$2.6M1.4%GrowthHighBainbridge Island, WA2026-10-19
Insight Wealth Partners, LLC
54,816$2.6M0.3%ETFLowPlano, TX2026-10-26
Lido Advisors, LLC
48,078$2.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Guidance Capital, Inc
41,978$2.0M0.4%ETFMediumLousville, KY2026-11-03
StoneX Group Inc.
37,278$1.8M0.1%ETFMediumNew York, NY2026-11-03
Rosenberg Matthew Hamilton
37,162$1.8M0.3%ETFVery LowGrand Junction, CO2026-10-05
Commonwealth Equity Services, LLC
24,385$1.2M0.0%ETFLowWaltham, MA2026-11-02
Willis Johnson Wealth, Inc.
18,368$868.4K0.0%ETFLowHouston, TX2026-11-03
Ethos Capital Management, Inc.
17,036$805.5K0.5%GrowthHighNewtown, PA2026-11-03
City Center Advisors, LLC
15,804$747.2K0.6%ETFMediumTroy, MI2026-10-08
MMA Asset Management LLC
11,543$545.8K0.2%ETFMediumNew York, NY2026-11-02
Cambridge Investment Research Advisors, Inc.
9,329$4410.0%ETFLowFairfield, IA2026-11-02
Columbus Macro, LLC
9,209$435.4K0.0%YieldMediumNew Castle, PA2026-10-14
Visionary Wealth Advisors
8,894$420.5K0.0%ETFLowO'Fallon, IL2026-11-04
Kestra Advisory Services, LLC
7,081$334.8K0.0%CoreLowAustin, TX2026-11-02
Wealthcare Advisory Partners LLC
6,905$326.5K0.0%ETFLowWest Chester, PA2026-10-21
Ridgewood Investments LLC
6,845$323.6K0.1%ValueMediumSpringfield, NJ2026-10-05
Retireful, LLC
5,936$280.7K0.2%GrowthVery HighHaslett, MI2026-10-09
IFP Advisors, Inc
5,626$266.0K0.0%GrowthLowTampa, FL2026-10-16
Truist Financial Corp
4,906$232.0K0.0%CoreLowCharlotte, NC2026-10-30
Windsor Capital Management, LLC
4,710$222.7K0.1%ETFVery LowPhoenix, AZ2026-10-13
Private Trust Co NA
1,962$92.8K0.0%CoreLowCleveland, OH2026-10-20
Horizon Financial Services, LLC
1,374$65.0K0.0%ETFLowWinston Salem, NC2026-11-04
Ashton Thomas Private Wealth, LLC
825$39.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Decker Retirement Planning Inc.
628$29.7K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Quest 10 Wealth Builders, Inc.
477$22.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Strengthening Families & Communities, LLC
461$21.8K0.0%CoreMediumBoston, MA2026-10-21
Citigroup Inc
175$8.3K0.0%CoreMediumNew York, NY2026-11-04
Signature Equity Partners, LLC
145$6.9K0.0%GrowthMediumColumbus, OH2026-10-29
Farther Finance Advisors, LLC
92$4.4K0.0%IndexLowSan Francisco, CA2026-10-08
Elevated Capital Advisors, LLC
90$4.2K0.0%ETFMediumSandy, UT2026-11-04
Latitude Advisors, LLC
82$3.9K0.0%ETFLowYorkville, IL2026-10-27
IMG Wealth Management, Inc.
33$1.5K0.0%ETFMediumJacksonville, FL2026-10-27
Tounjian Advisory Partners, LLC
27$1.3K0.0%GrowthHighFort Myers, FL2026-11-04
Kingdom Financial Group Llc.
21$9890.0%ETFMediumPeoria, AZ2026-11-04
Compass Financial Management LLC
7$3310.0%CoreN/ATampa, FL2026-10-30
Spurstone Advisory Services, LLC
2$940.0%CoreLowHigganum, CT2026-11-02