13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
CMBS

ISHARES TR

95 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46429B366·95 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.4%
vs prior quarter
13F value held
$307M
73.0% inst. owned
of float
Holders
95
+118 QoQ
filers reporting
Activity
+30 / −102
+795 added · −731 reduced
this quarter
Concentration
26.34%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported CMBS in Q1 2026. UBS Group AG leads at 26.3% of the visible book. +118 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$81M1.7M0.01%Q1 202602
SYON CAPITAL LLC
CIK 0001999353
$26M528K1.29%Q1 202603
AE Wealth Management LLC
CIK 0001697723
$26M524K0.14%Q1 202604
LPL Financial LLC
CIK 0001403438
$25M521K0.01%Q1 202605
ARVEST INVESTMENTS, INC.
CIK 0001025038
$23M465K3.09%Q1 202606
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$15M308K0.00%Q1 202607
HANCOCK WHITNEY CORP
CIK 0000750577
$14M288K0.24%Q1 202608
Prepared Retirement Institute LLC
CIK 0002056037
$13M257K6.21%Q1 202609
MORGAN STANLEY
CIK 0000895421
$12M247K0.00%Q1 202610
CENTRAL BANK & TRUST CO
CIK 0001175954
$9M193K1.48%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M188K0.00%Q1 202612
PRUDENTIAL PLC
CIK 0000898419
$9M180K0.05%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M173K0.01%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M161K0.00%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$7M153K0.01%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M113K0.00%Q1 202617
SCHMIDT P J INVESTMENT MANAGEMENT INC
CIK 0001008895
$5M96K0.79%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5M94K0.00%Q1 202619
Krilogy Financial LLC
CIK 0001659047
$4M72K0.11%Q1 202620
SYKON CAPITAL LLC
CIK 0001988408
$4M72K1.17%Q1 2026
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