iShares Cmbs ETF (CMBS): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of CMBS (all 13F filers)
- UBS Group1.5 MBank or trading desk−187 K
- AE Wealth Management575 KWealth adviser+52 K
- Arvest Investments495 KType not verified+30 K
- LPL Financial426 KWealth adviser−95 K
- Syon Capital411 KType not verified−117 K
- Hancock Whitney281 KType not verified−7,169
- Morgan Stanley271 KBank or trading desk+24 K
- Prepared Retirement Institute262 KWealth adviser+5,213
- UBS Asset Management226 KInvestment firm−81 K
- Central Bank & Trust194 KWealth adviser+972
- Shares
- 1.5 M
- Change
- −187 K
See more
- Type
- Bank or trading desk
- Value
- $71.5M
- Shares
- 575 K
- Change
- +52 K
See more
- Type
- Wealth adviser
- Value
- $28.0M
- Arvest Investments
- Shares
- 495 K
- Change
- +30 K
See more
- Type
- Type not verified
- Value
- $24.1M
- Shares
- 426 K
- Change
- −95 K
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- Type
- Wealth adviser
- Value
- $20.7M
- Shares
- 411 K
- Change
- −117 K
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- Type
- Type not verified
- Value
- $20.0M
- Shares
- 281 K
- Change
- −7,169
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- Type
- Type not verified
- Value
- $13.6M
- Shares
- 271 K
- Change
- +24 K
See more
- Type
- Bank or trading desk
- Value
- $13.2M
- Prepared Retirement Institute
- Shares
- 262 K
- Change
- +5,213
See more
- Type
- Wealth adviser
- Value
- $12.7M
- Shares
- 226 K
- Change
- −81 K
See more
- Type
- Investment firm
- Value
- $11.0M
- Central Bank & Trust
- Shares
- 194 K
- Change
- +972
See more
- Type
- Wealth adviser
- Value
- $9.4M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗