Free Trial
→ Did You See Trump’s Manhattan Project Bombshell? (From Banyan Hill Publishing) (Ad) Free CMBS Stock Alerts

iShares CMBS ETF (CMBS) Institutional Ownership

iShares CMBS ETF logo
$47.41 -0.04 (-0.08%)
As of 01/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$75.77M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$28.09M
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.

Skip Chart & View Institutional Buying and Selling Data

CMBS Institutional Buying and Selling by Quarter

iShares CMBS ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Advisory Alpha LLC42,046$1.99M0.1%-7.4%0.478%
1/16/2025 Central Bank & Trust Co.207,701$9.80M1.5%+5.4%2.360%
1/15/2025 Krilogy Financial LLC136,770$6.46M0.4%+5.0%1.554%
1/15/2025 Wealthcare Advisory Partners LLC5,829$275K0.0%-27.9%0.066%
1/15/2025 Goldstone Financial Group LLC25,605$1.21M0.2%+8.3%0.291%
1/15/2025 Decker Retirement Planning Inc.601$28K0.0%N/A0.007%
1/14/2025 Rosenberg Matthew Hamilton15,097$713K0.2%+16.8%0.172%
1/13/2025 Elevated Capital Advisors LLC12,812$605K0.2%+142.3%0.146%
1/13/2025 City Center Advisors LLC4,715$223K0.3%N/A0.054%
1/10/2025 Ridgewood Investments LLC9,253$437K0.2%-17.3%0.105%
11/25/2024Tidal Investments LLC28,470$1.39M0.0%+72.1%0.324%
11/15/2024Jane Street Group LLC59,969$2.93M0.0%+43.4%0.681%
11/15/2024HighTower Advisors LLC63,158$3.09M0.0%N/A0.718%
11/15/2024Hilltop Holdings Inc.4,861$238K0.0%-23.5%0.055%
11/13/2024Insight Wealth Partners LLC46,836$2.29M0.5%+5.4%0.532%
11/13/2024Horizon Financial Services LLC6,864$336K0.2%-4.9%0.078%
11/12/2024Crewe Advisors LLC5,955$291K0.0%N/A0.068%
11/12/2024Raymond James Trust N.A.6,337$310K0.0%N/A0.072%
11/7/2024Pathstone Holdings LLC724,220$35.44M0.2%-0.6%8.230%
11/7/2024MidAtlantic Capital Management Inc.644$32K0.0%N/A0.007%
11/4/2024Arvest Investments Inc.441,921$21.62M3.3%+0.9%5.022%
11/4/2024State of New Jersey Common Pension Fund D521,932$25.54M0.1%+40.3%5.931%
10/31/2024LGT Financial Advisors LLC988$48K0.1%-81.1%0.011%
10/30/2024 Central Bank & Trust Co.197,116$9.65M1.3%+13.3%2.240%
10/29/2024Farther Finance Advisors LLC1,597$78K0.0%N/A0.018%
10/28/2024 Rosenberg Matthew Hamilton12,929$633K0.2%+25.8%0.147%
10/28/2024 Goldstone Financial Group LLC23,635$1.16M0.2%N/A0.269%
10/22/2024 Elevated Capital Advisors LLC5,288$259K0.1%N/A0.060%
10/19/2024Columbus Macro LLC11,409$554K0.2%N/A0.130%
10/18/2024 ST Germain D J Co. Inc.2,061$101K0.0%-57.4%0.023%
10/17/2024LexAurum Advisors LLC5,340$261K0.1%+5.5%0.061%
10/11/2024 Redhawk Wealth Advisors Inc.228,037$11.16M1.6%N/A2.591%
8/22/2024Cetera Investment Advisers47,560$2.23M0.0%+7.3%0.540%
8/21/2024 Advisory Alpha LLC45,920$2.16M0.1%+3.5%0.522%
8/15/2024Dark Forest Capital Management LP9,714$456K0.1%N/A0.110%
8/13/2024AE Wealth Management LLC330,697$15.53M0.2%+16.5%3.758%
8/8/2024Sykon Capital LLC49,354$2.32M0.9%-23.3%0.561%
8/8/2024State of New Jersey Common Pension Fund D371,932$17.46M0.1%-32.4%4.227%
8/6/2024Cullen Frost Bankers Inc.1,654$78K0.0%+43.6%0.019%
8/5/2024LGT Financial Advisors LLC5,237$246K0.5%-87.7%0.060%
Kamala’s final humiliation (Ad)

Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…

Watch my latest video now.
8/2/2024Strategy Asset Managers LLC13,332$611K0.1%N/A0.152%
8/2/2024Tortoise Investment Management LLC341,610$16.04M1.8%+1.7%3.882%
8/1/2024Laidlaw Wealth Management LLC35,035$1.65M0.9%+10.2%0.398%
8/1/2024TIAA Trust National Association168,601$7.92M0.0%+64.3%1.916%
8/1/2024Willis Johnson & Associates Inc.19,377$910K0.1%+12.2%0.220%
7/31/2024Commonwealth Equity Services LLC30,031$1.41M0.0%+1.3%0.341%
7/29/2024 Ridgewood Investments LLC11,699$549K0.4%-2.1%0.133%
7/27/2024 Rosenberg Matthew Hamilton10,278$479K0.1%+154.7%0.117%
7/22/2024Centennial Wealth Advisory LLC13,184$619K0.3%+1.9%0.150%
7/22/2024 Krilogy Financial LLC133,918$6.29M0.5%-15.8%1.522%
7/19/2024 Central Bank & Trust Co.174,044$8.17M1.1%+4.5%1.978%
7/19/2024Hoxton Planning & Management LLC7,778$365K0.2%N/A0.088%
7/18/2024Gradient Investments LLC1,978$93K0.0%+356.8%0.022%
7/18/2024Insight Wealth Partners LLC44,439$2.09M0.4%-0.9%0.505%
7/16/2024Envestnet Portfolio Solutions Inc.35,285$1.66M0.0%+16.4%0.401%
7/10/2024Csenge Advisory Group5,358$252K0.0%+9.5%0.061%
5/24/2024Cetera Advisors LLC37,854$1.78M0.0%+4.8%0.430%
5/24/2024Cetera Investment Advisers44,319$2.09M0.0%N/A0.504%
5/17/2024Comerica Bank13,239$624K0.0%-6.9%0.150%
5/17/2024Tidal Investments LLC11,721$552K0.0%+15.8%0.133%
5/10/2024TIAA Trust National Association102,614$4.83M0.0%N/A1.166%
5/6/2024Envestnet Portfolio Solutions Inc.30,315$1.43M0.0%+6.9%0.344%
5/6/2024 Advisory Alpha LLC44,373$2.09M0.1%+80.6%0.504%
5/4/2024Csenge Advisory Group4,894$230K0.0%N/A0.052%
4/26/2024Horizon Financial Services LLC7,027$331K0.2%N/A0.075%
4/24/2024Leavell Investment Management Inc.5,177$244K0.0%-6.3%0.055%
4/24/2024 Krilogy Financial LLC159,141$7.50M0.6%+0.9%1.702%
4/22/2024Centennial Wealth Advisory LLC12,935$609K0.3%+13.3%0.138%
4/19/2024Willis Johnson & Associates Inc.17,263$813K0.1%+6.9%0.185%
4/19/2024Arvest Investments Inc.464,813$21.89M3.5%+2.1%4.971%
4/12/2024 Fermata Advisors LLC19,572$922K0.2%-87.0%0.201%
4/11/2024 Central Bank & Trust Co.166,480$7.84M1.1%+20.9%1.707%
4/10/2024LexAurum Advisors LLC4,453$210K0.1%N/A0.046%
4/10/2024 Ridgewood Investments LLC11,950$563K0.3%+13.1%0.123%
2/29/2024Tortoise Investment Management LLC335,901$15.72M2.1%+0.5%3.445%
2/12/2024Laidlaw Wealth Management LLC26,621$1.25M0.5%-31.0%0.273%
2/12/2024Hilltop Holdings Inc.17,872$836K0.1%-10.5%0.183%
2/9/2024Franklin Resources Inc.46,477$2.18M0.0%+1.1%0.477%
2/9/2024Wells Fargo & Company MN145,959$6.83M0.0%-17.9%1.497%
2/9/2024UBS Group AG377,294$17.65M0.0%+1.4%3.870%
2/8/2024Tortoise Investment Management LLC336,366$15.74M2.0%+0.6%3.450%
2/7/2024Envestnet Portfolio Solutions Inc.28,365$1.33M0.0%-2.8%0.291%
2/6/2024Lincoln National Corp11,003$515K0.0%N/A0.113%
2/6/2024Sykon Capital LLC70,501$3.30M1.3%-13.2%0.723%
2/2/2024State of New Jersey Common Pension Fund D110,517$5.17M0.0%N/A1.134%
2/1/2024Element Wealth LLC1,550$73K0.0%N/A0.016%
1/30/2024Capital Analysts LLC677$32K0.0%N/A0.007%
1/29/2024Moneywise Inc.7,555$353K0.2%-10.0%0.077%
1/26/2024 Krilogy Financial LLC157,655$7.38M0.6%-43.3%1.617%
1/24/2024Arvest Investments Inc.455,149$21.30M3.5%N/A4.668%
Kamala’s final humiliation (Ad)

Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…

Watch my latest video now.
1/23/2024 Advisory Alpha LLC24,564$1.15M0.1%-27.6%0.252%
1/23/2024Leavell Investment Management Inc.5,527$259K0.0%-5.7%0.057%
1/19/2024 Fermata Advisors LLC150,827$7.06M1.7%+0.6%1.547%
1/17/2024Centennial Wealth Advisory LLC11,419$534K0.3%-14.8%0.117%
1/17/2024Kingdom Financial Group LLC.8,065$377K0.3%+36.4%0.083%
1/16/2024 Rosenberg Matthew Hamilton1,567$73K0.0%N/A0.016%
1/12/2024Willis Johnson & Associates Inc.16,145$755K0.1%-41.7%0.166%
1/11/2024 Ridgewood Investments LLC10,566$494K0.3%+14.7%0.108%
1/9/2024 Central Bank & Trust Co.137,746$6.45M1.0%+26.7%1.413%
11/13/2023Laidlaw Wealth Management LLC38,576$1.74M0.5%-6.7%0.396%
(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, 86 institutional investors and hedge funds held shares of iShares CMBS ETF. The most heavily invested institutionals were Pathstone Holdings LLC ($35.44M), State of New Jersey Common Pension Fund D ($25.54M), Arvest Investments Inc. ($21.62M), Pathstone Family Office LLC ($21.16M), UBS Group AG ($17.65M), Tortoise Investment Management LLC ($16.04M), and AE Wealth Management LLC ($15.53M).Learn more on CMBS's institutional investors.

Which institutional investors have been buying iShares CMBS ETF stock?

Of the 68 institutional investors that purchased iShares CMBS ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ST Germain D J Co. Inc. ($525.91K), Arvest Investments Inc. ($468.73K), Diversified LLC ($306.02K), Krilogy Financial LLC ($286.04K), State of New Jersey Common Pension Fund D ($260.52K), Redhawk Wealth Advisors Inc. ($228.04K), and Central Bank & Trust Co. ($207.67K).

How much institutional buying is happening at iShares CMBS ETF?

Institutional investors have bought a total of 3,530,167 shares in the last 24 months. This purchase volume represents approximately $164.45M in transactions.

Which iShares CMBS ETF major shareholders have been selling company stock?

Of the 46 institutional investors that sold iShares CMBS ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BerganKDV Wealth Management LLC ($640.25K), LPL Financial LLC ($435.20K), Wealthcare Advisory Partners LLC ($371.64K), Pathstone Family Office LLC ($306.21K), Diversified LLC ($299.09K), State of New Jersey Common Pension Fund D ($178.07K), and Fermata Advisors LLC ($155.31K).

How much institutional selling is happening at iShares CMBS ETF?

Institutional investors have sold a total of 3,145,605 shares in the last 24 months. This volume of shares sold represents approximately $144.96M in transactions.


Related Companies

This page (NYSEARCA:CMBS) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored