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iShares CMBS ETF Institutional Ownership (NYSEARCA:CMBS)

$54.08
+0.06 (+0.11 %)
(As of 02/23/2020 09:43 AM ET)
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Today's Range
$54.00
Now: $54.08
$54.17
50-Day Range
$52.99
MA: $53.58
$54.23
52-Week Range
$50.41
Now: $54.08
$54.54
Volume75,867 shs
Average Volume62,497 shs
Market Capitalization$459.68 million
P/E RatioN/A
Dividend Yield2.69%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares CMBS ETF (NYSEARCA:CMBS)

 

Institutional Buying and Selling by Quarter

iShares CMBS ETF (NYSEARCA CMBS) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/18/2020Colony Group LLC25,524$1.35M0.0%-4.9%0.302%
2/17/2020Baird Financial Group Inc.4,840$0.26M0.0%+27.6%0.057%
2/17/2020Hilltop Holdings Inc.56,074$2.96M0.6%+3.0%0.664%
2/14/2020Advisors Asset Management Inc.2,363$0.13M0.0%+197.6%0.028%
2/14/2020Jane Street Group LLC57,947$3.06M0.0%N/A0.686%
2/14/2020Bank of America Corp DE453,569$23.94M0.0%-2.4%5.368%
2/14/2020Guggenheim Capital LLC276,313$14.59M0.1%+27.2%3.270%
2/14/2020UBS Group AG263,467$13.91M0.0%-2.2%3.118%
2/13/2020Charles Schwab Investment Advisory Inc.620,704$32.77M0.0%-0.8%7.346%
2/12/2020Advisor Group Inc.29,715$1.57M0.0%+83.3%0.352%
2/12/2020Franklin Resources Inc.40,177$2.12M0.0%-34.7%0.475%
2/11/2020First Foundation Advisors8,158$0.43M0.0%N/A0.097%
2/11/2020Envestnet Asset Management Inc.73,478$3.88M0.0%+18.4%0.870%
2/11/2020Global Financial Private Capital Inc29,707$1.57M0.1%-7.1%0.352%
2/10/2020Biltmore Capital Advisors LLC13,320$0.70M0.2%-16.4%0.161%
2/7/2020FMR LLC1,841$97K0.0%+748.4%0.022%
2/7/2020WESPAC Advisors LLC37,921$2M2.0%-6.5%0.460%
2/7/2020Sowell Financial Services LLC2,296$0.12M0.0%N/A0.028%
2/4/2020Cambridge Investment Research Advisors Inc.20,205$1.07M0.0%N/A0.248%
1/29/2020Clear Harbor Asset Management LLC11,640$0.61M0.1%+11.2%0.145%
1/27/2020Epstein & White Financial LLC7,162$0.38M0.2%-84.2%0.089%
1/24/2020Eqis Capital Management Inc.50,811$2.68M0.2%-17.0%0.631%
1/23/2020Strategic Investment Advisors MI11,181$0.59M0.2%+5.0%0.140%
1/17/2020IFP Advisors Inc485$25K0.0%+300.8%0.006%
1/10/2020Advisors Capital Management LLC89,762$4.74M0.2%+6.4%1.129%
1/9/2020LifePlan Financial Group Inc578$30K0.0%+106.4%0.007%
1/8/2020Carroll Financial Associates Inc.1,741$91K0.0%-12.4%0.022%
11/27/2019Colony Group LLC26,838$1.44M0.0%+3.2%0.340%
11/6/2019First Allied Advisory Services Inc.503$27K0.0%N/A0.006%
11/6/2019Cetera Advisors LLC29,644$1.58M0.1%-2.0%0.375%
11/5/2019Eqis Capital Management Inc.61,188$3.27M0.3%-8.9%0.775%
11/5/2019AE Wealth Management LLC5,392$0.29M0.0%-90.2%0.068%
11/4/2019Biltmore Capital Advisors LLC15,930$0.85M0.2%-1.6%0.202%
10/31/2019Clear Harbor Asset Management LLC10,470$0.56M0.1%+16.4%0.133%
10/30/2019Commonwealth Equity Services LLC6,578$0.35M0.0%+3.5%0.083%
10/29/2019WESPAC Advisors LLC40,577$2.17M2.2%-16.8%0.517%
10/25/2019Strategic Investment Advisors MI10,653$0.57M0.3%+23.0%0.137%
10/17/2019Envestnet Asset Management Inc.62,070$3.32M0.0%+48.1%0.801%
10/17/2019ST Germain D J Co. Inc.428,280$22.90M2.5%+2.2%5.526%
10/15/2019Epstein & White Financial LLC45,473$2.43M1.2%-18.4%0.587%
10/15/2019Financial Gravity Wealth Inc.9,723$0.52M0.4%-14.1%0.125%
10/9/2019Carroll Financial Associates Inc.1,988$0.11M0.0%-84.4%0.027%
8/19/2019Colony Group LLC26,015$1.38M0.0%-7.3%0.354%
8/17/2019UBS Group AG261,598$13.84M0.0%+1.3%3.559%
8/16/2019Susquehanna International Group LLP13,702$0.73M0.0%N/A0.186%
8/15/2019Advisors Capital Management LLC81,239$4.30M0.3%+5.4%1.105%
8/15/2019Jane Street Group LLC21,789$1.15M0.0%N/A0.296%
8/14/2019Citadel Advisors LLC99,837$5.28M0.0%N/A1.358%
8/14/2019Morgan Stanley618,075$32.70M0.0%+11.0%8.409%
8/14/2019Bank of America Corp DE508,041$26.88M0.0%-9.1%6.912%
8/14/2019Invesco Ltd.42,790$2.26M0.0%N/A0.582%
8/13/2019BlackRock Inc.83,233$4.40M0.0%-1.4%1.132%
8/13/2019US Bancorp DE7,711$0.41M0.0%+49.0%0.105%
8/12/2019Charles Schwab Investment Advisory Inc.639,386$33.83M0.1%-2.0%8.699%
8/12/2019Cetera Advisors LLC30,253$1.60M0.1%+907.1%0.412%
8/8/2019Sawtooth Solutions LLC36,841$1.95M0.1%+46.2%0.508%
8/7/2019BB&T Securities LLC5,596$0.30M0.0%N/A0.077%
8/6/2019Wells Fargo & Company MN74,198$3.93M0.0%+48.6%1.023%
8/2/2019Envestnet Asset Management Inc.41,925$2.22M0.0%+144.8%0.582%
7/31/2019Advisor Group Inc.11,921$0.63M0.0%+38.1%0.166%
7/29/2019Moloney Securities Asset Management LLC4,530$0.24M0.1%N/A0.063%
6/30/2019Financial Gravity Wealth Inc.11,324$0.60M0.5%-22.0%0.157%
6/30/2019ST Germain D J Co. Inc.418,930$22.17M2.4%-2.7%5.661%
6/30/2019WESPAC Advisors LLC48,759$2.58M1.9%N/A0.659%
6/30/2019Strategic Investment Advisors MI8,664$0.46M0.3%+30.7%0.117%
6/30/2019AE Wealth Management LLC54,994$2.91M0.1%+133.7%0.743%
6/30/2019FDx Advisors Inc.13,303$0.70M0.0%+9.1%0.180%
6/30/2019Epstein & White Financial LLC55,756$2.95M1.6%+6.6%0.753%
6/30/2019Commonwealth Equity Services LLC6,353$0.34M0.0%-30.2%0.086%
6/30/2019Eqis Capital Management Inc.67,185$3.56M0.3%-8.2%0.908%
6/30/2019Carroll Financial Associates Inc.12,753$0.67M0.1%+39.2%0.175%
5/10/2019Sawtooth Solutions LLC25,195$1.30M0.1%N/A0.371%
5/9/2019Biltmore Capital Advisors LLC15,493$0.80M0.3%N/A0.228%
5/6/2019Cetera Advisors LLC3,004$0.16M0.0%N/A0.045%
5/2/2019ST Germain D J Co. Inc.430,364$22.23M2.4%+3.5%6.423%
4/30/2019Strategic Investment Advisors MI6,628$0.34M0.2%+19.6%0.099%
4/29/2019Epstein & White Financial LLC52,313$2.71M1.6%+17.2%0.781%
4/25/2019AlphaStar Capital Management LLC6,290$0.33M0.1%+3.5%0.094%
4/19/2019Clear Harbor Asset Management LLC9,070$0.47M0.1%-17.1%0.135%
4/19/2019Financial Gravity Wealth Inc.14,519$0.75M0.6%N/A0.217%
4/18/2019Eqis Capital Management Inc.73,200$3.78M0.3%+240.8%1.093%
4/17/2019Carroll Financial Associates Inc.9,162$0.47M0.0%N/A0.137%
2/15/2019Colony Group LLC26,853$1.35M0.1%-22.8%0.407%
2/14/2019First Foundation Advisors4,271$0.22M0.0%-15.3%0.065%
2/14/2019Bank of America Corp DE507,457$25.52M0.0%+8.4%7.689%
2/14/2019Semmax Financial Advisors Inc.6,010$0.30M0.2%N/A0.091%
2/11/2019Advisor Group Inc.7,772$0.39M0.0%+226.7%0.118%
2/11/2019Raymond James Financial Services Advisors Inc.22,105$1.11M0.0%N/A0.335%
2/11/2019Commonwealth Equity Services LLC8,652$0.44M0.0%+10.3%0.131%
2/8/2019Strategic Investment Advisors MI5,542$0.28M0.3%N/A0.084%
2/8/2019BlackRock Inc.222,841$11.20M0.0%-4.2%3.376%
2/7/2019FDx Advisors Inc.15,532$0.78M0.0%+60.2%0.235%
2/5/2019ST Germain D J Co. Inc.415,962$20.92M2.5%+5.5%6.302%
2/5/2019Epstein & White Financial LLC44,636$2.24M1.4%+118.6%0.676%
2/5/2019Global Financial Private Capital LLC14,377$0.72M0.0%+5.1%0.218%
2/4/2019Financial Gravity Companies Inc.4,373$0.22M0.2%N/A0.066%
1/25/2019Eqis Capital Management Inc.21,480$1.08M0.1%-4.0%0.333%
1/17/2019Advisors Capital Management LLC76,058$3.82M0.3%+4.4%1.179%
11/20/2018Morgan Stanley530,529$26.41M0.0%-2.5%8.697%
11/14/2018Envestnet Asset Management Inc.13,775$0.69M0.0%+13.3%0.226%
(Data available from 1/1/2016 forward)
This page was last updated on 2/23/2020 by MarketBeat.com Staff

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