iSHARES TRUST - CMBS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SYON CAPITAL LLC | History | Added to | 633,847 | 31,109 | 1.55% | 1.53% | 1 | +51,917 | 8.92% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 541,908 | 26,596 | 0.0% | 0.0% | 2 | +103,731 | 23.67% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 490,546 | 24,076 | 0.14% | 0.13% | 3 | +59,023 | 13.68% | Q4 2025 | Jan 26, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 438,194 | 21,506 | 3.02% | 3.09% | 4 | -385 | -0.09% | Q4 2025 | Jan 20, 2026 |
| LPL Financial LLC | History | Added to | 418,164 | 20,523 | 0.01% | 0.0% | 5 | +118,291 | 39.45% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 306,977 | 15,066 | 0.0% | 0.0% | 6 | +23,956 | 8.46% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 294,452 | 14,451 | 0.0% | 0.0% | 7 | -9,131 | -3.01% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 268,948 | 13,199 | 0.24% | 0.23% | 8 | +11,988 | 4.67% | Q4 2025 | Feb 17, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 240,678 | 11,812 | 5.94% | 6.24% | 9 | -3,106 | -1.27% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL PLC | History | New | 194,402 | 9,541 | 0.08% | — | 10 | +194,402 | New | Q4 2025 | Feb 11, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 187,420 | 9,198 | 1.42% | 1.44% | 11 | +1,522 | 0.82% | Q4 2025 | Jan 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 183,435 | 9,002 | 0.0% | 0.0% | 12 | -72,870 | -28.43% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 173,271 | 8,504 | 0.01% | 0.01% | 13 | +19,497 | 12.68% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 132,705 | 6,530 | 0.22% | 0.24% | 14 | +3,186 | 2.46% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 132,780 | 6,516 | 0.01% | 0.0% | 15 | +63,726 | 92.28% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 107,216 | 5,262 | 0.0% | 0.0% | 16 | +49,114 | 84.53% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 97,578 | 4,780 | 0.0% | 0.0% | 17 | +19,821 | 25.49% | Q4 2025 | Feb 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 96,211 | 4,722 | 0.77% | 0.77% | 18 | +854 | 0.9% | Q4 2025 | Jan 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 79,107 | 3,882 | 0.1% | 0.08% | 19 | +15,528 | 24.42% | Q4 2025 | Jan 23, 2026 |
| SYKON CAPITAL LLC | History | Added to | 72,936 | 3,579 | 1.15% | 1.12% | 20 | +4,640 | 6.79% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 67,262 | 3,301 | 0.01% | 0.01% | 21 | -16,110 | -19.32% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 66,945 | 3,285 | 0.0% | — | 22 | +66,945 | New | Q4 2025 | Feb 13, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 66,397 | 3,258 | 0.45% | 0.95% | 23 | +3,106 | 4.91% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 66,297 | 3,253 | 0.0% | 0.0% | 24 | -4,637 | -6.54% | Q4 2025 | Feb 10, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 63,286 | 3,106 | 0.15% | 0.13% | 25 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pathstone Holdings, LLC | History | New | 62,574 | 3,071 | 0.01% | — | 26 | +62,574 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 47,804 | 2,346 | 0.0% | 0.0% | 27 | +445 | 0.94% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 41,076 | 2,016 | 0.0% | 0.0% | 28 | +1,380 | 3.48% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 40,625 | 1,993 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 35,901 | 1,762 | 0.0% | 0.0% | 30 | +13,002 | 56.78% | Q4 2025 | Feb 17, 2026 |
| Ethos Capital Management, Inc. | History | New | 33,890 | 1,663 | 1.57% | — | 31 | +33,890 | New | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,716 | 1,654 | 0.0% | 0.0% | 32 | +390 | 1.17% | Q4 2025 | Feb 12, 2026 |
| Palogic Value Management, L.P. | History | No change | 27,382 | 1,345 | 0.56% | 0.54% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 24,856 | 1,219 | 0.01% | 0.01% | 34 | -764 | -2.98% | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 24,458 | 1,200 | 0.25% | 0.2% | 35 | +5,354 | 28.03% | Q4 2025 | Jan 05, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 21,962 | 1,077 | 0.08% | 0.09% | 36 | -1,121 | -4.86% | Q4 2025 | Jan 16, 2026 |
| Advisory Alpha, LLC | History | Added to | 20,804 | 1,021 | 0.03% | 0.03% | 37 | +1,098 | 5.57% | Q4 2025 | Feb 06, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 18,827 | 924 | 0.06% | 0.05% | 38 | +3,526 | 23.04% | Q4 2025 | Jan 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 18,249 | 895 | 0.0% | 0.0% | 39 | +1,412 | 8.39% | Q4 2025 | Feb 06, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 16,479 | 809 | 0.05% | 0.05% | 40 | +1,185 | 7.75% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Added to | 15,544 | 762 | 0.08% | 0.07% | 41 | +2,601 | 20.1% | Q4 2025 | Jan 15, 2026 |
| Maia Wealth LLC | History | Added to | 15,294 | 755 | 0.13% | 0.07% | 42 | +7,279 | 90.82% | Q4 2025 | Feb 17, 2026 |
| Cogent Private Wealth, Inc. | History | New | 14,152 | 694 | 0.53% | — | 43 | +14,152 | New | Q4 2025 | Feb 10, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 12,510 | 614 | 0.21% | 0.21% | 44 | -228 | -1.79% | Q4 2025 | Jan 07, 2026 |
| &PARTNERS | History | Added to | 17,319 | 603 | 0.0% | 0.0% | 45 | +6,880 | 65.91% | Q4 2025 | Feb 17, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 11,731 | 577 | 0.56% | — | 46 | +11,731 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 11,496 | 564 | 0.0% | 0.0% | 47 | -86 | -0.74% | Q4 2025 | Jan 29, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 10,927 | 536 | 0.19% | 0.17% | 48 | +720 | 7.05% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,502 | 515 | 0.0% | 0.0% | 49 | -10 | -0.1% | Q4 2025 | Feb 13, 2026 |
| City Center Advisors, LLC | History | Added to | 9,583 | 470 | 0.43% | 0.39% | 50 | +1,445 | 17.76% | Q4 2025 | Jan 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,503 | 466 | 0.02% | 0.02% | 51 | -117 | -1.22% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 9,373 | 460 | 0.0% | — | 52 | +9,373 | New | Q4 2025 | Feb 05, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 8,887 | 436 | 0.1% | 0.11% | 53 | -508 | -5.41% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,464 | 415 | 0.0% | 0.0% | 54 | -2,774 | -24.68% | Q4 2025 | Feb 11, 2026 |
| Mach-1 Financial Group, LLC | History | New | 8,338 | 409 | 0.08% | — | 55 | +8,338 | New | Q4 2025 | Feb 06, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 7,446 | 365 | 0.09% | — | 56 | +7,446 | New | Q4 2025 | Jan 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,147 | 350 | 0.0% | 0.0% | 57 | +1,142 | 19.02% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,077 | 347 | 0.0% | — | 58 | +7,077 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,971 | 342 | 0.01% | 0.01% | 59 | +679 | 10.79% | Q4 2025 | Jan 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,499 | 319 | 0.01% | 0.01% | 60 | +76 | 1.18% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | No change | 6,155 | 302 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,890 | 289 | 0.0% | 0.0% | 62 | +1,089 | 22.68% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,267 | 258 | 0.01% | 0.01% | 63 | -246 | -4.46% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,000 | 245 | 0.0% | — | 64 | +5,000 | New | Q4 2025 | Jan 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 3,283 | 161 | 0.07% | 0.07% | 65 | +291 | 9.73% | Q4 2025 | Jan 12, 2026 |
| MAI Capital Management | History | No change | 2,900 | 142 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,613 | 79 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,356 | 66 | 0.0% | 0.0% | 68 | -83 | -5.77% | Q4 2025 | Mar 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 993 | 48 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 930 | 45 | 0.0% | 0.0% | 70 | -6 | -0.64% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 906 | 44 | 0.01% | 0.01% | 71 | +11 | 1.23% | Q4 2025 | Jan 30, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 849 | 41 | 0.03% | — | 73 | +849 | New | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 848 | 41 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | No change | 677 | 33 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Decker Retirement Planning Inc. | History | No change | 601 | 29 | 0.01% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 540 | 26 | 0.0% | 0.0% | 76 | -2,149 | -79.92% | Q4 2025 | Jan 28, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 450 | 22 | 0.01% | 0.0% | 77 | +6 | 1.35% | Q4 2025 | Feb 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 441 | 21 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | No change | 306 | 15 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 297 | 14 | 0.01% | — | 80 | +297 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 256 | 13 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 233 | 11 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 200 | 9 | 0.0% | 0.0% | 83 | -5 | -2.44% | Q4 2025 | Jan 30, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 136 | 6 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Manchester Capital Management LLC | History | New | 102 | 5 | 0.0% | — | 85 | +102 | New | Q4 2025 | Feb 11, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 97 | 4 | 0.0% | 0.4% | 86 | -13,232 | -99.27% | Q4 2025 | Feb 06, 2026 |
| Laurel Wealth Advisors LLC | History | New | 66 | 3 | 0.0% | — | 87 | +66 | New | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | No change | 75 | 3 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 46 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 32 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.09% | — | -521,932 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 3.07% | — | -330,156 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79,077 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,866 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,098 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,256 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,270 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,107 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,365 | -100.0% | Q3 2025 | Feb 04, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,884 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,094 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,667 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q3 2025 | Nov 06, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -93 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Arax Advisory Partners | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |