Institutional Ownership
Ishares Tr
CUSIP 46429B366CMBS ETFCMBSQ1 2026
Institutional Holders
92
13F filers
Shares Held
7.41M
Aggregate institutional
Institutional Value
$359.57M
Q1 2026
Net New Holders
-1
11 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased31
Decreased33
Sold out12
Institutional Holders
92 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ubs Group AG | 1.66M | $80.75M | +1.12M | Added |
| 2 | Syon Capital LLC | 527.7K | $25.71M | −106.2K | Reduced |
| 3 | Ae Wealth Management LLC | 523.6K | $25.51M | +33.0K | Added |
| 4 | Lpl Financial LLC | 521.0K | $25.39M | +102.8K | Added |
| 5 | Arvest Investments, Inc. | 465.1K | $22.67M | +26.9K | Added |
| 6 | Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LLC | 307.5K | $14.99M | +240.6K | Added |
| 7 | Hancock Whitney Corp | 287.7K | $14.06M | +18.8K | Added |
| 8 | Prepared Retirement Institute LLC | 256.7K | $12.51M | +16.0K | Added |
| 9 | Morgan Stanley | 247.0K | $12.03M | −60.0K | Reduced |
| 10 | Central Bank & Trust Co | 193.1K | $9.41M | +5.7K | Added |
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