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Disclosery

CMBS ISHARES TR

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CMBS ETF (fund)

90 managers (92 13F filers) reported a position in CMBS shares at 2026-03-31, 7,406,298 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
90
13F filers
92
New
10
Added
31
Reduced
32
Sold out
12
Shares held by filers
7,406,298

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGgroup of 2 filers holding1,964,562$95.7M+1,355,709Timeline
SYON CAPITAL LLC527,656$25.7M1.29%-106,19113F-HRTimeline
AE Wealth Management LLC523,579$25.5M0.14%+33,03313F-HRTimeline
LPL Financial LLC521,012$25.4M0.01%+102,84813F-HRTimeline
ARVEST INVESTMENTS, INC.465,122$22.7M3.09%+26,92813F-HRTimeline
HANCOCK WHITNEY CORP287,723$14.1M0.24%+18,77513F-HRTimeline
Prepared Retirement Institute LLC256,714$12.5M6.21%+16,03613F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY246,959$12M<0.01%-60,01813F-HRTimelineGroup
CENTRAL BANK & TRUST CO193,075$9.41M1.48%+5,65513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN188,474$9.18M<0.01%+5,03913F-HR/ATimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC179,528$8.75M0.05%-14,87413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.172,966$8.43M0.01%-30513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/161,478$7.87M<0.01%-132,97413F-HRTimelineGroup
Cetera Investment Advisers153,411$7.48M0.01%+20,63113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,689$5.49M<0.01%+5,47313F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC95,881$4.67M0.79%-33013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC93,994$4.58M<0.01%-3,58413F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC79,859$3.89M<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC72,165$3.53M0.11%-60,54013F-HRTimeline
SYKON CAPITAL LLC72,009$3.51M1.17%-92713F-HRTimeline
Insight Wealth Partners, LLC70,853$3.45M1.4%+4,45613F-HRTimeline
TIAAgroup of 2 filers holding63,452$3.09M-3,810Timeline
Ocean Park Asset Management, LLC63,286$3.08M0.18%013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC62,277$3.03M0.01%-29713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,185$3.03M<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources51,654$2.52M<0.01%+3,85013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding47,684$2.32M-36,862Timeline
Beacon Pointe Advisors, LLC41,523$2.02M0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39,740$1.93M<0.01%+3,83913F-HRTimelineGroup
GUIDANCE CAPITAL, INC35,231$1.71M0.38%+27,78513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,650$1.64M<0.01%-6613F-HRTimeline
Ethos Capital Management, Inc.29,066$1.42M1.22%-4,82413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP28,453$1.39M<0.01%-12,62313F-HRTimelineGroup
Rosenberg Matthew Hamilton27,434$1.34M0.27%+2,97613F-HRTimeline
Palogic Value Management, L.P.27,382$1.34M0.58%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,257$1.33M<0.01%new13F-HRTimelineGroup
Heck Capital Advisors, LLC23,691$1.15M0.09%+1,72913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC20,957$1.02M0.01%-3,89913F-HRTimelineGroup
Maia Wealth LLC20,174$983K0.17%+4,88013F-HRTimeline
FLOW TRADERS U.S. LLC18,371$895K0.03%new13F-HRTimeline
Willis Johnson & Associates, Inc.18,057$880K0.05%-77013F-HRTimeline
Arete Wealth Advisors, LLC16,260$793K0.06%-21913F-HR/ATimeline
Advisory Alpha, LLC15,546$758K0.02%-5,25813F-HRTimeline
Cogent Private Wealth, Inc.14,152$690K0.5%013F-HRTimeline
MMA ASSET MANAGEMENT LLC12,846$626K0.22%+1,91913F-HRTimeline
&PARTNERS12,779$623K<0.01%-4,54013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,522$610K<0.01%new13F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC12,186$594K0.21%-32413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,746$524K<0.01%+4,85613F-HRTimelineGroup
City Center Advisors, LLC10,167$495K0.46%+58413F-HRTimeline
Cambridge Investment Research Advisors,…9,567$466K<0.01%+19413F-HRTimeline
Visionary Wealth Advisors9,485$462K0.02%-1813F-HRTimeline
Columbus Macro, LLC9,147$446K0.05%-6,39713F-HRTimeline
Hyundai Investments Co., Ltd.8,824$431K0.49%-2,90713F-HRTimeline
Elevated Capital Advisors, LLC7,933$387K0.1%-95413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,053$344K<0.01%-2413F-HRTimelineGroup
Ridgewood Investments LLC6,907$337K0.14%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,271$306K0.01%-70013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,038$294K<0.01%-4,46413F-HRTimelineGroup
IFP Advisors, Inc5,528$269K0.01%+26113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,897$239K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP4,519$220K<0.01%-1,63613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,510$171K<0.01%-4,95413F-HR/ATimelineGroup
MAI Capital Management2,900$141K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,385$116K0.05%-89813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,613$78.6K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,487$72.5K<0.01%+13113F-HRTimelineGroup
FMR LLCin group FMR LLC1,122$54.7K<0.01%+19213F-HRTimelineGroup
Aptus Capital Advisors, LLC993$48.4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC993$48.4K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC911$44.4K0.01%+513F-HRTimeline
PRIVATE TRUST CO NA848$41.3K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC825$40.2K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC677$33K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.601$29.3K0.01%013F-HRTimeline
Geneos Wealth Management Inc.543$26.5K<0.01%+313F-HRTimeline
Strengthening Families & Communities, L…453$22.1K0.01%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/441$21.5K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC306$14.9K<0.01%013F-HRTimeline
Signature Equity Partners, LLC298$14.5K0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\200$9.75K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.157$7.65K0.01%+14113F-HRTimeline
Jackson Hole Capital Partners, LLC136$6.63K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC92$4.48K<0.01%new13F-HRTimeline
Rossby Financial, LCC75$3.65K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd46$2.24K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.32$1.57K<0.01%013F-HRTimeline
Arax Advisory Partners41$976<0.01%+2813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5$237<0.01%-7,14213F-HRTimelineGroup
Spurstone Advisory Services, LLC2$97<0.01%013F-HRTimeline