13F Insight
DOSSIER · 13F Holders · Q2 2026
CMBS

ISHARES TR

95 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46429B366·95 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$298M
visible holders
Holders
95
filers reporting
Concentration
23.96%
UBS Group AG #1
top holder share
AI Holders Summary · Q2 2026

95 institutions reported CMBS in Q2 2026. UBS Group AG leads at 24.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$72M1.5M0.01%Q2 202602
AE Wealth Management LLC
CIK 0001697723
$28M575K0.13%Q2 202603
ARVEST INVESTMENTS, INC.
CIK 0001025038
$24M495K2.91%Q2 202604
PRUDENTIAL PLC
CIK 0000898419
$21M427K0.11%Q2 202605
LPL Financial LLC
CIK 0001403438
$21M426K0.00%Q2 202606
SYON CAPITAL LLC
CIK 0001999353
$20M411K0.87%Q2 202607
HANCOCK WHITNEY CORP
CIK 0000750577
$14M288K0.24%Q1 202608
MORGAN STANLEY
CIK 0000895421
$13M271K0.00%Q2 202609
Prepared Retirement Institute LLC
CIK 0002056037
$13M262K5.42%Q2 202610
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$11M226K0.00%Q2 202611
CENTRAL BANK & TRUST CO
CIK 0001175954
$9M194K1.34%Q2 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M189K0.00%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$8M163K0.01%Q2 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M153K0.00%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M138K0.00%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M120K0.01%Q2 202617
SCHMIDT P J INVESTMENT MANAGEMENT INC
CIK 0001008895
$5M99K0.75%Q2 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M89K0.00%Q2 202619
Krilogy Financial LLC
CIK 0001659047
$4M73K0.10%Q2 202620
Ocean Park Asset Management, LLC
CIK 0001538052
$3M63K0.15%Q2 2026
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