# ISHARES TR CMBS ETF

ISHARES TR CMBS ETF is a security (CUSIP 46429B366) tracked across SEC portfolio filings. 97 institutional managers reported $360.2M on Form 13F as of 2026-06-30.

## Summary

- Issuer: ISHARES TR
- Class: CMBS ETF
- CUSIP: 46429B366
- 13F holders: 97
- 13F value: $360.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 97 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| UBS Group AG | Zurich, V8 | $80.7M | 1,657,049 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $28.0M | 575,306 |
| [SYON CAPITAL LLC](https://search.stillhousedata.com/firm/322776) | SAN FRANCISCO, CA | $25.7M | 527,656 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $25.4M | 521,012 |
| [ARVEST INVESTMENTS, INC.](https://search.stillhousedata.com/firm/42057) | LOWELL, AR | $24.1M | 494,745 |
| UBS ASSET MANAGEMENT AMERICAS INC | CHICAGO, IL | $15.0M | 307,513 |
| HANCOCK WHITNEY CORP | GULFPORT, MS | $14.1M | 287,723 |
| [Prepared Retirement Institute LLC](https://search.stillhousedata.com/firm/309603) | LANSDALE, PA | $12.5M | 256,714 |
| MORGAN STANLEY | NEW YORK, NY | $12.0M | 246,959 |
| CENTRAL BANK & TRUST CO | LEXINGTON, KY | $9.4M | 194,047 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $9.2M | 188,474 |
| PRUDENTIAL PLC | LONDON, ENGLAND, X0 | $8.7M | 179,528 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $8.4M | 172,966 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $7.9M | 161,478 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $7.5M | 153,411 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46429B366.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.