iShares CMBS ETF (CMBS) Institutional Ownership $48.47 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern 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)65TotalInstitutional Inflows(last 12 months)$110.97MNumber ofInstitutional Sellers(last 12 months)31TotalInstitutional Outflows(last 12 months)$37.51M 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. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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Skip Chart & View Institutional Buying and Selling Data CMBS Institutional Buying and Selling by Quarter iShares CMBS ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2026 Arete Wealth Advisors LLC16,260$793K0.0%-1.3%0.165% 5/19/2026 Bank of America Corp DE161,478$7.87M0.0%-45.2%1.639% 5/19/2026 Arete Wealth Advisors LLC16,260$793K0.1%-1.3%0.165% 5/16/2026 Quantinno Capital Management LP4,519$220K0.0%-26.6%0.046% 5/13/2026 Cetera Investment Advisers153,411$7.48M0.0%+15.5%1.557% 5/13/2026 First Trust Advisors LP28,453$1.39M0.0%-30.7%0.289% 5/5/2026 Bank of New York Mellon Corp10,746$524K0.0%+82.4%0.109% 5/1/2026 Fifth Third Bancorp12,522$610K0.0%N/A0.127% 4/30/2026 Elevated Capital Advisors LLC7,933$387K0.1%-10.7%0.081% 4/30/2026 Kestra Advisory Services LLC6,038$294K0.0%-42.5%0.061% 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. 4/21/2026 Columbus Macro LLC9,147$446K0.0%-41.2%0.090% 4/17/2026 Krilogy Financial LLC72,165$3.53M0.1%-45.6%0.704% 2/18/2026 Maia Wealth LLC15,294$756K0.1%+90.8%0.151% 2/17/2026 Guggenheim Capital LLC24,856$1.22M0.0%-3.0%0.245% 2/17/2026 Cetera Investment Advisers132,780$6.52M0.0%+92.3%1.308% 2/17/2026 Osaic Holdings Inc.173,271$8.51M0.0%+12.7%1.707% 2/17/2026 &PARTNERS17,319$850K0.0%+65.9%0.171% 2/17/2026 Royal Bank of Canada7,077$347K0.0%+16.8%0.070% 2/17/2026 Hyundai Investments Co. Ltd.11,731$577K0.6%N/A0.116% 2/13/2026 Arete Wealth Advisors LLC16,479$809K0.0%+7.7%0.162% 2/13/2026 First Trust Advisors LP41,076$2.02M0.0%+3.5%0.405% 2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC66,945$3.29M0.0%N/A0.660% 2/13/2026 Wells Fargo & Company MN183,435$9.00M0.0%-28.4%1.807% 2/12/2026 Commonwealth Equity Services LLC33,716$1.66M0.0%+1.2%0.332% 2/12/2026 Sykon Capital LLC72,936$3.58M1.1%+6.8%0.719% 2/11/2026 TIAA Trust National Association67,262$3.30M0.0%-19.3%0.663% 2/11/2026 LPL Financial LLC418,164$20.52M0.0%+39.4%4.120% 2/11/2026 Franklin Resources Inc.47,804$2.35M0.0%+0.9%0.471% 2/11/2026 Syon Capital LLC633,847$31.11M1.5%+8.9%6.245% 2/11/2026 Prudential PLC194,402$9.54M0.1%N/A1.915% 2/10/2026 Cogent Private Wealth Inc.14,152$695K0.5%N/A0.139% 2/10/2026 MidAtlantic Capital Management Inc.849$42K0.0%N/A0.008% 2/6/2026 Advisory Alpha LLC20,804$1.02M0.0%+5.6%0.205% 2/6/2026 Mach 1 Financial Group LLC8,338$409K0.1%N/A0.082% 2/6/2026 IFP Advisors Inc5,267$259K0.0%-4.5%0.052% 2/6/2026 Cullen Frost Bankers Inc.7,147$351K0.0%+19.0%0.070% 2/6/2026 Envestnet Portfolio Solutions Inc.18,249$896K0.0%+8.4%0.180% 2/3/2026 MMA Asset Management LLC10,927$536K0.2%+7.1%0.108% 1/29/2026 UBS Group AG541,908$26.60M0.0%+23.7%5.339% 1/29/2026 Prepared Retirement Institute LLC240,678$11.81M5.9%-1.3%2.371% I was right about SpaceX (Ad)Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.See how to claim your stake in SpaceX before the public can1/28/2026 Geneos Wealth Management Inc.540$26K0.0%-79.9%0.005% 1/28/2026 Schmidt P J Investment Management Inc.96,211$4.72M0.8%+0.9%0.948% 1/27/2026 Krilogy Financial LLC132,705$6.53M0.2%+2.5%1.307% 1/27/2026 Elevated Capital Advisors LLC8,887$436K0.1%-5.4%0.088% 1/26/2026 AE Wealth Management LLC490,546$24.08M0.1%+13.7%4.833% 1/23/2026 Guidance Capital Inc.7,446$366K0.1%N/A0.073% 1/23/2026 U.S. Capital Wealth Advisors LLC79,107$3.88M0.1%+24.4%0.779% 1/22/2026 Willis Johnson & Associates Inc.18,827$924K0.1%+23.0%0.185% 1/21/2026 Ethos Capital Management Inc.33,890$1.66M1.6%N/A0.334% 1/20/2026 Arvest Investments Inc.438,194$21.51M3.0%-0.1%4.317% 1/16/2026 Heck Capital Advisors LLC21,962$1.08M0.1%-4.9%0.216% 1/15/2026 Columbus Macro LLC15,544$763K0.1%+20.1%0.153% 1/14/2026 Wealthcare Advisory Partners LLC6,971$342K0.0%+10.8%0.069% 1/12/2026 Horizon Financial Services LLC3,283$161K0.1%+9.7%0.032% 1/9/2026 Central Bank & Trust Co.187,420$9.20M1.4%+0.8%1.847% 1/8/2026 Wealth Enhancement Advisory Services LLC5,000$246K0.0%N/A0.049% 1/7/2026 Tounjian Advisory Partners LLC12,510$614K0.2%-1.8%0.124% 1/5/2026 City Center Advisors LLC9,583$470K0.4%+17.8%0.095% 1/5/2026 Rosenberg Matthew Hamilton24,458$1.20M0.2%+28.0%0.242% 1/1/2026 JPMorgan Chase & Co.11,238$551K0.0%+58.5%0.108% 12/2/2025 IFP Advisors Inc5,514$271K0.0%+5.5%0.053% 11/17/2025 Hancock Whitney Corp256,960$12.61M0.2%+1.6%2.471% 11/17/2025 Sykon Capital LLC68,296$3.35M1.1%-10.5%0.657% 11/17/2025 Citadel Advisors LLC16,866$828K0.0%N/A0.162% 11/17/2025 Bank of America Corp DE303,583$14.90M0.0%+1.9%2.919% 11/17/2025 Ameriprise Financial Inc.77,757$3.82M0.0%+43.2%0.748% 11/14/2025 Raymond James Financial Inc.58,102$2.85M0.0%+19.5%0.559% 11/14/2025Comerica Bank11,582$568K0.0%+7.1%0.111% 11/14/2025 Maia Wealth LLC8,015$392K0.1%N/A0.077% 11/13/2025 Pathstone Holdings LLC66,196$3.25M0.0%-9.8%0.637% 11/13/2025 Tortoise Investment Management LLC1,667$82K0.0%-87.5%0.016% 11/13/2025 UBS Group AG438,177$21.50M0.0%+15.8%4.213% 11/13/2025 First Trust Advisors LP39,696$1.95M0.0%+0.6%0.382% 11/12/2025 Aptus Capital Advisors LLC993$49K0.0%N/A0.010% 11/12/2025 Advisory Alpha LLC19,706$968K0.0%-39.7%0.189% 11/12/2025 Horizon Financial Services LLC2,992$147K0.1%-34.9%0.029% 11/12/2025 Arete Wealth Advisors LLC15,294$750K0.0%N/A0.147% 11/12/2025 Tounjian Advisory Partners LLC12,738$625K0.2%-11.8%0.122% 11/12/2025 TIAA Trust National Association83,372$4.09M0.0%+99.0%0.802% 11/10/2025 MAI Capital Management2,900$142K0.0%+190.0%0.028% 11/7/2025 Syon Capital LLC581,930$28.56M1.5%N/A5.595% 11/7/2025 Wealthcare Advisory Partners LLC6,292$309K0.0%+6.1%0.061% 11/7/2025 JPMorgan Chase & Co.11,238$551K0.0%+58.5%0.108% 11/6/2025 Willis Johnson & Associates Inc.15,301$751K0.0%+2.2%0.147% 11/6/2025 Krilogy Financial LLC129,519$6.33M0.2%+0.8%1.245% 11/5/2025 Envestnet Asset Management Inc.70,934$3.48M0.0%-1.3%0.679% 11/4/2025 Jones Financial Companies Lllp22,899$1.12M0.0%+56.6%0.219% 11/3/2025 AE Wealth Management LLC431,523$21.18M0.1%+8.4%4.129% 11/3/2025 Truist Financial Corp6,107$300K0.0%+29.4%0.058% 10/31/2025 Cullen Frost Bankers Inc.6,005$295K0.0%-4.3%0.057% Goldman Sachs just told you what to buy (most people missed it) (Ad)Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.See the stock positioned to solve AI's biggest power crisis10/30/2025 Envestnet Portfolio Solutions Inc.16,837$826K0.0%-5.0%0.161% 10/30/2025 Kingdom Financial Group LLC.13,329$654K0.4%+189.9%0.128% 10/28/2025 Nwam LLC5,365$265K0.0%+29.2%0.051% 10/27/2025 Schmidt P J Investment Management Inc.95,357$4.68M0.8%+4.6%0.917% 10/24/2025 Heck Capital Advisors LLC23,083$1.13M0.1%N/A0.222% 10/22/2025 Geneos Wealth Management Inc.2,689$132K0.0%+596.6%0.026% 10/21/2025 Prepared Retirement Institute LLC243,784$11.96M6.2%+55.9%2.344% 10/16/2025 Columbus Macro LLC12,943$635K0.1%-44.8%0.124% 10/14/2025 Arvest Investments Inc.438,579$21.52M3.1%-0.8%4.217% 10/9/2025 Central Bank & Trust Co.185,898$9.12M1.4%+1.7%1.787% CMBS Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CMBS shares? During the previous two years, 104 institutional investors and hedge funds held shares of iShares CMBS ETF. The most heavily invested institutionals were Syon Capital LLC ($31.11M), UBS Group AG ($26.60M), State of New Jersey Common Pension Fund D ($25.54M), AE Wealth Management LLC ($24.08M), Arvest Investments Inc. ($21.51M), LPL Financial LLC ($20.52M), and Hancock Whitney Corp ($12.61M).Learn more on iShares CMBS ETF's institutional investors. Which institutional investors have been buying iShares CMBS ETF's stock? Of the 97 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: Syon Capital LLC ($633.85K), Jones Financial Companies Lllp ($533.02K), LPL Financial LLC ($264.15K), Horizon Financial Services LLC ($260.83K), Prepared Retirement Institute LLC ($243.78K), Redhawk Wealth Advisors Inc. ($228.04K), and Hancock Whitney Corp ($223.07K). How much institutional buying is happening at iShares CMBS ETF? Institutional investors have bought a total of 2,264,714 shares in the last 24 months. This purchase volume represents approximately $110.97M in transactions. Which of iShares CMBS ETF's major shareholders have been selling company stock? Of the 31 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: Tortoise Investment Management LLC ($328.18K), Bank of America Corp DE ($141.64K), Wells Fargo & Company MN ($72.87K), Krilogy Financial LLC ($67.84K), Advisory Alpha LLC ($20.90K), Columbus Macro LLC ($16.89K), and TIAA Trust National Association ($16.11K). How much institutional selling is happening at iShares CMBS ETF? Institutional investors have sold a total of 768,803 shares in the last 24 months. This volume of shares sold represents approximately $37.51M in transactions. Related Companies DoubleLine Commercial Real Estate ETF Major Shareholders First Trust Structured Credit Income Opportunities ETF Major Shareholders DoubleLine Mortgage 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 Virtus Newfleet ABS/MBS ETF Major Shareholders First Trust TCW Securitized Plus ETF Major Shareholders First Trust AAA CMBS ETF Major Shareholders Angel Oak Income ETF Major Shareholders This page (NYSEARCA:CMBS) was last updated on 5/25/2026 by MarketBeat.com Staff. 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