iShares CMBS ETF (CMBS) Institutional Ownership $48.97 +0.15 (+0.31%) Closing price 08/22/2025 04:10 PM EasternExtended Trading$48.94 -0.02 (-0.05%) As of 08/22/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares CMBS ETF (NYSEARCA:CMBS)Number ofInstitutional Buyers(last 12 months)66TotalInstitutional Inflows(last 12 months)$149.32MNumber ofInstitutional Sellers(last 12 months)27TotalInstitutional Outflows(last 12 months)$55.67M Get CMBS Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares CMBS ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CMBS Institutional Buying and Selling by Quarter iShares CMBS ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Visionary Wealth Advisors7,076$345K0.0%N/A0.076% 8/15/2025 Tidal Investments LLC10,593$515K0.0%-54.2%0.115% 8/15/2025 Bank of America Corp DE297,798$14.51M0.0%-2.8%3.219% 8/15/2025 Ameriprise Financial Inc.54,302$2.65M0.0%+46.6%0.587% 8/14/2025 Raymond James Financial Inc.48,634$2.37M0.0%-14.3%0.526% 8/13/2025 First Trust Advisors LP39,444$1.92M0.0%+2.4%0.426% 8/13/2025 Guggenheim Capital LLC32,586$1.59M0.0%+11.0%0.352% 8/12/2025 Laurel Wealth Advisors LLC3,216$157K0.0%+4,772.7%0.035% 8/12/2025 Franklin Resources Inc.47,359$2.31M0.0%+8.0%0.512% 8/12/2025 JPMorgan Chase & Co.7,091$345K0.0%+40.0%0.077% Get the Latest News and Ratings for CMBS and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares CMBS ETF and its competitors with MarketBeat's FREE daily newsletter. 8/12/2025 Horizon Financial Services LLC4,596$224K0.1%-17.1%0.050% 8/11/2025 Kingdom Financial Group LLC.4,597$224K0.2%N/A0.049% 8/11/2025 Sykon Capital LLC76,351$3.72M1.4%+5.8%0.808% 8/8/2025 Tortoise Investment Management LLC13,332$650K0.1%-96.0%0.141% 8/8/2025 Avantax Advisory Services Inc.47,079$2.29M0.0%+25.2%0.498% 8/8/2025 Cetera Investment Advisers23,556$1.15M0.0%+34.7%0.249% 8/7/2025 Nwam LLC4,151$201K0.0%N/A0.044% 8/6/2025 AE Wealth Management LLC397,979$19.39M0.1%+6.4%4.211% 8/5/2025 MMA Asset Management LLC10,099$492K0.2%N/A0.107% 8/5/2025 TIAA Trust National Association41,898$2.04M0.0%N/A0.443% 8/1/2025 Advisory Alpha LLC32,661$1.59M0.0%-19.6%0.346% 8/1/2025 Schmidt P J Investment Management Inc.91,204$4.44M0.8%N/A0.965% 8/1/2025 Envestnet Asset Management Inc.71,881$3.50M0.0%+122.7%0.761% 7/31/2025 Insight Wealth Partners LLC53,573$2.61M1.0%+2.9%0.567% 7/30/2025 Cullen Frost Bankers Inc.6,278$306K0.0%+4.8%0.066% 7/29/2025 Systelligence LLC165,931$8.08M1.5%+34.7%1.756% 7/28/2025 Rosenberg Matthew Hamilton16,084$784K0.2%-8.9%0.170% 7/25/2025 Envestnet Portfolio Solutions Inc.17,723$863K0.0%-17.4%0.188% 7/23/2025 Columbus Macro LLC23,432$1.14M0.1%+25.8%0.248% 7/18/2025 Truist Financial Corp4,719$230K0.0%N/A0.050% 7/17/2025 Prepared Retirement Institute LLC156,402$7.62M4.5%+160.4%1.655% 7/14/2025 Ridgewood Investments LLC8,228$401K0.2%-5.2%0.087% 7/14/2025 U.S. Capital Wealth Advisors LLC54,023$2.63M0.1%-15.1%0.572% 7/10/2025 Community Trust & Investment Co.16,322$795K0.0%N/A0.174% 7/9/2025 Krilogy Financial LLC128,503$6.26M0.4%-5.4%1.367% 7/9/2025 Central Bank & Trust Co.182,706$8.90M1.5%-6.0%1.944% 7/3/2025 Arvest Investments Inc.442,161$21.54M3.2%-0.6%4.806% 7/3/2025 City Center Advisors LLC5,767$281K0.3%+10.3%0.063% 5/19/2025 Jane Street Group LLC35,391$1.70M0.0%+19.2%0.395% 5/19/2025 Advisory Alpha LLC40,607$1.95M0.1%-3.4%0.454% Musk’s Project Colossus could mint millionaires (Ad)I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.All the details are waiting for you now — but you need to act before the September 1st funding windo5/19/2025 Palogic Value Management L.P.23,830$1.14M0.5%+3.0%0.266% 5/16/2025 Coppell Advisory Solutions LLC28,408$1.36M0.1%+17,117.0%0.317% 5/16/2025 Jones Financial Companies Lllp534,735$25.67M0.0%+4,842.6%6.008% 5/16/2025 Hancock Whitney Corp219,110$10.52M0.3%N/A2.462% 5/15/2025 Insight Wealth Partners LLC52,073$2.50M0.4%+0.6%0.585% 5/15/2025 Palogic Value Management L.P.23,830$1.14M0.5%+3.0%0.268% 5/15/2025 OLD Mission Capital LLC9,394$451K0.0%N/A0.106% 5/15/2025 Tortoise Investment Management LLC329,848$15.83M1.6%-4.3%3.706% 5/14/2025 Comerica Bank13,205$634K0.0%+3.3%0.148% 5/14/2025 Flow Traders U.S. LLC23,206$1.11M0.0%+53.6%0.261% 5/13/2025 HighTower Advisors LLC110,940$5.33M0.0%+52.1%1.247% 5/7/2025 Ridgewood Investments LLC8,675$416K0.2%-6.2%0.097% 5/7/2025 LPL Financial LLC204,474$9.82M0.0%+177.5%2.297% 5/6/2025 Cetera Investment Advisers17,483$839K0.0%+40.1%0.196% 5/6/2025 Avantax Advisory Services Inc.37,612$1.81M0.0%N/A0.423% 5/6/2025 AE Wealth Management LLC374,007$17.95M0.2%+6.6%4.202% 5/6/2025 Boyd Watterson Asset Management LLC OH580$28K0.0%N/A0.007% 5/2/2025 Cullen Frost Bankers Inc.5,990$288K0.0%+7.3%0.067% 5/2/2025 Prepared Retirement Institute LLC60,069$2.88M1.8%N/A0.675% 4/29/2025 U.S. Capital Wealth Advisors LLC63,635$3.05M0.1%+39.8%0.715% 4/29/2025 Envestnet Asset Management Inc.32,281$1.55M0.0%+10.4%0.363% 4/28/2025 Rosenberg Matthew Hamilton17,655$847K0.2%+16.9%0.198% 4/28/2025 Horizon Financial Services LLC266,016$12.77M0.1%+4,760.5%2.989% 4/24/2025 Elevated Capital Advisors LLC11,192$537K0.2%-12.6%0.126% 4/23/2025 Systelligence LLC123,204$5.91M1.4%N/A1.369% 4/21/2025 Envestnet Portfolio Solutions Inc.21,453$1.03M0.0%-39.7%0.238% 4/17/2025 Columbus Macro LLC18,631$894K0.1%+57.2%0.207% 4/16/2025 Goldstone Financial Group LLC21,420$1.03M0.2%-16.3%0.238% 4/16/2025 Krilogy Financial LLC135,802$6.52M0.4%-0.7%1.509% 4/15/2025 Arvest Investments Inc.444,995$21.36M3.4%+1.8%4.944% 4/14/2025 Tounjian Advisory Partners LLC14,508$696K0.1%N/A0.161% 4/14/2025 Central Bank & Trust Co.194,449$9.33M1.6%-6.4%2.161% 4/14/2025 City Center Advisors LLC5,229$251K0.3%+10.9%0.058% 4/9/2025 ST Germain D J Co. Inc.1,560$75K0.0%-24.3%0.017% 4/8/2025 Advisory Alpha LLC15,503$744K0.0%-63.1%0.172% 2/17/2025 Willis Johnson & Associates Inc.14,989$707K0.1%-7.2%0.170% 2/17/2025 Tidal Investments LLC31,180$1.47M0.0%+9.5%0.354% 2/17/2025 Pathstone Holdings LLC329,506$15.55M0.1%-54.5%3.744% 2/17/2025 Cetera Investment Advisers12,482$589K0.0%-8.3%0.142% 2/17/2025 Citadel Advisors LLC181,996$8.59M0.0%+1,491.6%2.068% 2/17/2025 Bank of America Corp DE250,564$11.83M0.0%-3.5%2.847% 2/17/2025 Ameriprise Financial Inc.44,308$2.09M0.0%-8.4%0.504% 2/14/2025 Jane Street Group LLC29,699$1.40M0.0%-50.5%0.337% 2/14/2025 Two Sigma Securities LLC5,444$257K0.0%N/A0.062% 2/14/2025 Dark Forest Capital Management LP24,188$1.14M0.2%-16.7%0.275% 2/14/2025 First Trust Advisors LP39,920$1.88M0.0%+1.9%0.454% 2/13/2025 Guggenheim Capital LLC31,904$1.51M0.0%+14.6%0.363% 2/13/2025 Raymond James Financial Inc.55,707$2.63M0.0%N/A0.633% 2/13/2025 Envestnet Asset Management Inc.29,228$1.38M0.0%+13.1%0.332% 2/13/2025 Wells Fargo & Company MN184,864$8.73M0.0%+61.1%2.101% Trump’s national nightmare is here (Ad)Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.Watch the National Emergency broadcast here2/12/2025 Horizon Financial Services LLC5,473$258K0.1%-20.3%0.062% 2/12/2025 JPMorgan Chase & Co.11,861$560K0.0%+8.0%0.135% 2/12/2025 PKS Advisory Services LLC11,015$520K0.1%N/A0.125% 2/11/2025 TIAA Trust National Association8,464$400K0.0%-96.3%0.096% 2/11/2025 LPL Financial LLC73,688$3.48M0.0%+25.7%0.837% 2/11/2025 Sykon Capital LLC55,553$2.62M0.9%-3.7%0.631% 2/11/2025 Palogic Value Management L.P.23,138$1.09M0.0%+14.0%0.249% 2/11/2025 Arvest Investments Inc.437,038$20.63M3.3%-1.1%4.966% 2/10/2025 Commonwealth Equity Services LLC30,906$1.46M0.0%+2.9%0.351% 2/7/2025 HighTower Advisors LLC72,940$3.44M0.0%+15.5%0.829% (Data available from 1/1/2016 forward) CMBS Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CMBS shares? During the previous two years, 94 institutional investors and hedge funds held shares of iShares CMBS ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($25.67M), State of New Jersey Common Pension Fund D ($25.54M), Arvest Investments Inc. ($21.54M), Pathstone Family Office LLC ($21.16M), AE Wealth Management LLC ($19.39M), UBS Group AG ($17.65M), and Pathstone Holdings LLC ($15.55M).Learn more on iShares CMBS ETF's institutional investors. Which institutional investors have been buying iShares CMBS ETF's stock? Of the 86 institutional investors that purchased iShares CMBS ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($524.75K), ST Germain D J Co. Inc. ($487.58K), Arvest Investments Inc. ($476.69K), Horizon Financial Services LLC ($267.57K), State of New Jersey Common Pension Fund D ($260.52K), Redhawk Wealth Advisors Inc. ($228.04K), and Hancock Whitney Corp ($219.11K). How much institutional buying is happening at iShares CMBS ETF? Institutional investors have bought a total of 3,105,970 shares in the last 24 months. This purchase volume represents approximately $149.32M in transactions. Which of iShares CMBS ETF's major shareholders have been selling company stock? Of the 27 institutional investors that sold iShares CMBS ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pathstone Holdings LLC ($398.96K), Tortoise Investment Management LLC ($331.22K), TIAA Trust National Association ($220.66K), Advisory Alpha LLC ($39.29K), Jane Street Group LLC ($30.27K), Central Bank & Trust Co. ($25.00K), and Envestnet Portfolio Solutions Inc. ($17.88K). How much institutional selling is happening at iShares CMBS ETF? Institutional investors have sold a total of 1,164,996 shares in the last 24 months. This volume of shares sold represents approximately $55.67M in transactions. Related Companies DoubleLine Mortgage ETF Major Shareholders PIMCO Mortgage-Backed Securities Active ETF Major Shareholders DoubleLine Commercial Real Estate ETF Major Shareholders Angel Oak Income ETF Major Shareholders John Hancock Mortgage-Backed Securities ETF Major Shareholders Angel Oak Mortgage-Backed Securities ETF Major Shareholders Touchstone Securitized Income ETF Major Shareholders First Trust TCW Securitized Plus ETF Major Shareholders Virtus Newfleet ABS/MBS ETF Major Shareholders Obra Opportunistic Structured Products ETF Major Shareholders This page (NYSEARCA:CMBS) was last updated on 8/23/2025 by MarketBeat.com Staff From Our PartnersBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. 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