Institutional Ownership
Ishares Tr
CUSIP 46429B366CMBS ETFCMBSQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
12.2%
Max % of class reported
Institutional Holders
92
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Feb 5, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 5, 2025 | Blackrock, Inc. | 13G/A | 0.5% | 46.0K | SEC |
| 2 | Nov 8, 2024 | Blackrock, Inc. | 13G | 5.4% | 528.4K | SEC |
| 3 | Oct 24, 2024 | Blackrock, Inc. | 13G | 5.4% | 528.4K | SEC |
| 4 | Aug 2, 2024 | First Trust Portfolios LP | 13G/A | 3.0% | 275.0K | SEC |
| 5 | Jan 12, 2024 | First Trust Portfolios LP | 13G/A | 6.9% | 584.5K | SEC |
| 6 | Jan 25, 2023 | First Trust Portfolios LP | 13G/A | 10.0% | 1.23M | SEC |
| 7 | Jan 28, 2022 | First Trust Portfolios LP | 13G/A | 12.2% | 1.95M | SEC |
| 8 | Oct 8, 2021 | First Trust Portfolios LP | 13G | 10.4% | 1.56M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ubs Group AG | 1.66M | $80.75M |
| 2 | Syon Capital LLC | 527.7K | $25.71M |
| 3 | Ae Wealth Management LLC | 523.6K | $25.51M |
| 4 | Lpl Financial LLC | 521.0K | $25.39M |
| 5 | Arvest Investments, Inc. | 465.1K | $22.67M |
| 6 | Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LLC | 307.5K | $14.99M |
| 7 | Hancock Whitney Corp | 287.7K | $14.06M |
| 8 | Prepared Retirement Institute LLC | 256.7K | $12.51M |
| 9 | Morgan Stanley | 247.0K | $12.03M |
| 10 | Central Bank & Trust Co | 193.1K | $9.41M |