iSHARES TRUST - CMBS
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 1,657,049 | 80,747 | 0.01% | 0.0% | 1 | +1,115,141 | 205.78% | Q1 2026 | May 05, 2026 |
| SYON CAPITAL LLC | History | Reduced | 527,656 | 25,712 | 1.29% | 1.55% | 2 | -106,191 | -16.75% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 523,579 | 25,513 | 0.14% | 0.14% | 3 | +33,033 | 6.73% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 521,012 | 25,388 | 0.01% | 0.01% | 4 | +102,848 | 24.6% | Q1 2026 | May 06, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 465,122 | 22,665 | 3.09% | 3.02% | 5 | +26,928 | 6.15% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 307,513 | 14,985 | 0.0% | 0.0% | 6 | +240,568 | 359.35% | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 287,723 | 14,063 | 0.24% | 0.24% | 7 | +18,775 | 6.98% | Q1 2026 | May 15, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 256,714 | 12,509 | 6.21% | 5.94% | 8 | +16,036 | 6.66% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 246,959 | 12,034 | 0.0% | 0.0% | 9 | -60,018 | -19.55% | Q1 2026 | May 15, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 193,075 | 9,408 | 1.48% | 1.42% | 10 | +5,655 | 3.02% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 188,474 | 9,184 | 0.0% | 0.0% | 11 | +5,039 | 2.75% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL PLC | History | Reduced | 179,528 | 8,748 | 0.05% | 0.08% | 12 | -14,874 | -7.65% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 172,966 | 8,429 | 0.01% | 0.01% | 13 | -305 | -0.18% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 161,478 | 7,868 | 0.0% | 0.0% | 14 | -132,974 | -45.16% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 153,411 | 7,475 | 0.01% | 0.01% | 15 | +20,631 | 15.54% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 112,689 | 5,491 | 0.0% | 0.0% | 16 | +5,473 | 5.1% | Q1 2026 | May 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 95,881 | 4,672 | 0.79% | 0.77% | 17 | -330 | -0.34% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 93,994 | 4,584 | 0.0% | 0.0% | 18 | -3,584 | -3.67% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 79,859 | 3,891 | 0.0% | — | 19 | +79,859 | New | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 72,165 | 3,530 | 0.11% | 0.22% | 20 | -60,540 | -45.62% | Q1 2026 | Apr 17, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 72,009 | 3,508 | 1.17% | 1.15% | 21 | -927 | -1.27% | Q1 2026 | Apr 22, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 70,853 | 3,452 | 0.48% | 0.45% | 22 | +4,456 | 6.71% | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 63,286 | 3,083 | 0.18% | 0.15% | 23 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 62,277 | 3,034 | 0.01% | 0.01% | 24 | -297 | -0.47% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 62,185 | 3,030 | 0.0% | — | 25 | +62,185 | New | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 61,903 | 3,016 | 0.01% | — | 26 | +61,903 | New | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 51,654 | 2,517 | 0.0% | 0.0% | 27 | +3,850 | 8.05% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 47,684 | 2,323 | 0.0% | 0.0% | 28 | -18,613 | -28.08% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 41,523 | 2,023 | 0.01% | — | 29 | +41,523 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 39,740 | 1,928 | 0.0% | 0.0% | 30 | +3,839 | 10.69% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 35,231 | 1,712 | 0.38% | 0.09% | 31 | +27,785 | 373.15% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 33,650 | 1,639 | 0.0% | 0.0% | 32 | -66 | -0.2% | Q1 2026 | Apr 27, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 29,066 | 1,416 | 1.21% | 1.57% | 33 | -4,824 | -14.23% | Q1 2026 | Apr 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 28,453 | 1,386 | 0.0% | 0.0% | 34 | -12,623 | -30.73% | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 27,434 | 1,336 | 0.27% | 0.25% | 35 | +2,976 | 12.17% | Q1 2026 | Apr 06, 2026 |
| Palogic Value Management, L.P. | History | No change | 27,382 | 1,335 | 0.56% | 0.56% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 27,257 | 1,328 | 0.0% | — | 37 | +27,257 | New | Q1 2026 | May 12, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 23,691 | 1,154 | 0.09% | 0.08% | 38 | +1,729 | 7.87% | Q1 2026 | Apr 16, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 20,957 | 1,021 | 0.01% | 0.01% | 39 | -3,899 | -15.69% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Added to | 20,174 | 983 | 0.17% | 0.13% | 40 | +4,880 | 31.91% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 18,371 | 895 | 0.03% | — | 41 | +18,371 | New | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 18,057 | 879 | 0.05% | 0.06% | 42 | -770 | -4.09% | Q1 2026 | Apr 23, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 16,260 | 792 | 0.06% | 0.05% | 43 | -219 | -1.33% | Q1 2026 | May 20, 2026 |
| Advisory Alpha, LLC | History | Reduced | 15,546 | 757 | 0.02% | 0.03% | 44 | -5,258 | -25.27% | Q1 2026 | May 14, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 14,152 | 689 | 0.5% | 0.53% | 45 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 12,846 | 625 | 0.22% | 0.19% | 46 | +1,919 | 17.56% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Reduced | 12,779 | 622 | 0.0% | 0.0% | 47 | -4,540 | -26.21% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,522 | 610 | 0.0% | — | 48 | +12,522 | New | Q1 2026 | May 01, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 12,186 | 593 | 0.21% | 0.21% | 49 | -324 | -2.59% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 11,496 | 564 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,746 | 523 | 0.0% | 0.0% | 51 | +4,856 | 82.44% | Q1 2026 | May 05, 2026 |
| City Center Advisors, LLC | History | Added to | 10,167 | 495 | 0.46% | 0.43% | 52 | +584 | 6.09% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,567 | 466 | 0.0% | 0.0% | 53 | +194 | 2.07% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,485 | 462 | 0.02% | 0.02% | 54 | -18 | -0.19% | Q1 2026 | May 13, 2026 |
| Columbus Macro, LLC | History | Reduced | 9,147 | 445 | 0.05% | 0.08% | 55 | -6,397 | -41.15% | Q1 2026 | Apr 21, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 8,824 | 430 | 0.48% | 0.56% | 56 | -2,907 | -24.78% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 7,933 | 386 | 0.1% | 0.1% | 57 | -954 | -10.73% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,053 | 344 | 0.0% | 0.0% | 58 | -24 | -0.34% | Q1 2026 | May 15, 2026 |
| Ridgewood Investments LLC | History | New | 6,907 | 336 | 0.14% | — | 59 | +6,907 | New | Q1 2026 | Apr 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,271 | 305 | 0.01% | 0.01% | 60 | -700 | -10.04% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,038 | 294 | 0.0% | 0.0% | 61 | -4,464 | -42.51% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 5,528 | 269 | 0.01% | 0.01% | 62 | +261 | 4.96% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | New | 4,897 | 238 | 0.0% | — | 63 | +4,897 | New | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Reduced | 4,519 | 220 | 0.0% | 0.0% | 64 | -1,636 | -26.58% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,510 | 171 | 0.0% | 0.0% | 65 | -4,954 | -58.53% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 2,900 | 141 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 2,385 | 116 | 0.05% | 0.07% | 67 | -898 | -27.35% | Q1 2026 | Apr 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,613 | 78 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,549 | 75 | 0.0% | 0.01% | 69 | -65,713 | -97.7% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,487 | 72 | 0.0% | 0.0% | 70 | +131 | 9.66% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 1,122 | 54 | 0.0% | 0.0% | 71 | +192 | 20.65% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 993 | 48 | 0.0% | — | 73 | +993 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 993 | 48 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 911 | 44 | 0.01% | 0.01% | 74 | +5 | 0.55% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 848 | 41 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 825 | 40 | 0.0% | — | 76 | +825 | New | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | No change | 677 | 33 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Decker Retirement Planning Inc. | History | No change | 601 | 29 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 543 | 26 | 0.0% | 0.0% | 79 | +3 | 0.56% | Q1 2026 | May 04, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 453 | 22 | 0.01% | 0.01% | 80 | +3 | 0.67% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 441 | 21 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 298 | 14 | 0.01% | 0.01% | 83 | +1 | 0.34% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 306 | 14 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 233 | 11 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 200 | 9 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 157 | 7 | 0.01% | — | 86 | +141 | 881.25% | Q1 2026 | May 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 136 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | New | 92 | 4 | 0.0% | — | 88 | +92 | New | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | No change | 75 | 3 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 46 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | No change | 32 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -79,107 | -100.0% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40,625 | -100.0% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,249 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,338 | -100.0% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 5 | 0 | — | 0.0% | — | -7,142 | -99.93% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,499 | -100.0% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -849 | -100.0% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 11, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 41 | 0 | — | — | — | +28 | 215.38% | Q1 2026 | May 13, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |