# ISHARES TR (CMBS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CMBS/

- Reporting holders: 6
- Reported value: $12.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $9.2M | 194,607 | 1.3% | 27 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $1.8M | 37,162 | 0.3% | 12 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $747.2K | 15,804 | 0.6% | 8 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $323.6K | 6,845 | 0.1% | 22 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $280.7K | 5,936 | 0.2% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.3K | 92 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $12.3M |
| Q2 2026 | 92 | $346.9M |
| Q1 2026 | 92 | $374.7M |
| Q4 2025 | 94 | $301.9M |
| Q3 2025 | 96 | $310.9M |
| Q2 2025 | 92 | $255.2M |
| Q1 2025 | 89 | $252.4M |
| Q4 2024 | 97 | $236.8M |
| Q3 2024 | 84 | $287.2M |
| Q2 2024 | 82 | $247.9M |
| Q1 2024 | 83 | $284.3M |
| Q4 2023 | 78 | $239.3M |