Who owns Ishares Trust Barclays?

Top Holders and Investors of CMBS Stock

Find out who owns Ishares Trust Barclays, who bought CMBS this quarter, and who sold CMBS?

Fund or Company Name Number of Shares Valued At Change in Shares As Of
Morgan Stanley 735.10k $39.47M 1% Mar 2020
Charles Schwab Investment Management 592.90k $31.81M 100% Mar 2020
D. J. St. Germain 427.62k $22.96M 6% Mar 2020
Bank of America Corporation 351.41k $18.87M -23% Mar 2020
Guggenheim Capital, LLC Managers 325.40k $17.47M 18% Mar 2020
LPL Financial 288.13k $15.47M 152% Mar 2020
UBS Group 246.25k $13.22M -7% Mar 2020
Advisors Capital Management 214.82k $11.53M 139% Mar 2020
Wealthcare Advisory Partners 212.69k $11.42M 817942% Mar 2020
Wells Fargo & Company 160.60k $8.60M 21% Mar 2020
Envestnet Asset Management 141.44k $7.59M 92% Mar 2020
Hilltop Holdings 65.39k $3.51M 17% Mar 2020
BlackRock 46.91k $2.52M -49% Mar 2020
Eqis Capital Management 42.60k $2.29M -16% Mar 2020
Franklin Resources 42.43k $2.28M 6% Mar 2020
Multi-Financial Securities 39.12k $2.10M 31% Mar 2020
AE Wealth Management 39.05k $2.10M 100% Mar 2020
Sawtooth Asset Management 38.42k $2.06M 100% Mar 2020
Global Financial Private Capital 28.82k $1.54M 100% Mar 2020
Colony Group 23.64k $1.27M -7% Mar 2020
BEAM Asset Management 21.00k $1.15M 24% Jun 2020
JNB Advisors 19.84k $1.06M 100% Mar 2020
Commonwealth Equity Services 16.86k $905.00k 0% Mar 2020
Royal Bank of Canada 13.31k $714.00k 86% Mar 2020
Strategic Investment Advisors / MI 12.16k $653.00k 9% Mar 2020
Clear Harbor Asset Management 10.94k $587.00k -6% Mar 2020
FDx Advisors 10.44k $561.00k -15% Mar 2020
TBH Global Asset Management 9.53k $512.00k 100% Mar 2020
Jane Street 7.69k $413.00k -87% Mar 2020
Marcia E. Wade 7.58k $407.00k 100% Mar 2020
First Foundation Advisors 7.46k $401.00k -9% Mar 2020
Outlook Wealth Advisors 7.11k $382.00k 100% Mar 2020
Branch Banking & Trust Company 6.93k $358.09k 1% Mar 2020
Financeware 6.80k $365.00k 100% Mar 2020
Cedar Capital 4.47k $240.00k 100% Mar 2020
Advisors Asset Management 4.33k $233.00k 83% Mar 2020
Us Bancorp 4.00k $215.00k 0% Mar 2020
Baird Financial 3.97k $213.00k -18% Mar 2020
Mml Investors Services 3.96k $213.00k 100% Mar 2020
Cambridge Investment Research Advisors 3.89k $209.00k -81% Mar 2020
Epstein & White Financial 3.86k $207.00k -46% Mar 2020
LifePlan Financial 2.28k $122.00k 294% Mar 2020
Financial Gravity Wealth 2.14k $0 -63% Mar 2020
Sowell Financial Services 2.06k $111.00k -10% Mar 2020
IFP Advisors 999 $51.00k 106% Mar 2020
Fifth Third Bancorp 551 $30.00k -65% Mar 2020
UnionBanCal Corporation 411 $22.00k -3% Mar 2020
Elmwood Wealth Management 400 $20.14k 100% Mar 2020
Lloyd Advisory Services 349 $19.00k 11533% Mar 2020
Lehman & Derafelo Financial Resources 300 $16.00k 0% Mar 2020
FMR 247 $13.05k -87% Mar 2020
Rockefeller Capital Management 129 $7.00k -39% Mar 2020
Assetmark 77 $4.00k 100% Mar 2020
Ambassador Advisors 72 $4.00k 0% Mar 2020
Tompkins Financial Corp 50 $3.00k 100% Mar 2020
William Blair $ Company 34 $2.00k 100% Mar 2020
Northwestern Mutual Wealth Management Company 23 $1.00k 100% Mar 2020
Truvestments Capital 11 $0 100% Mar 2020
Lenox Wealth Advisors 10 $1.00k 0% Mar 2020

Who sold out of CMBS?

Fund Name Date Sold Shares Held Valued At
Charles Schwab Investment Advisory Dec 2019 620.70k $32.83M
WESPAC Advisors Dec 2019 37.92k $2.00M
Biltmore Capital Advisors Dec 2019 13.32k $703.03k
Brown Brothers Harriman & Co. Dec 2019 11.04k $583.02k
Susquehanna International Dec 2019 3.79k $200.00k
Wealth Quarterback Dec 2019 2.06k $41
Carroll Financial Associates Dec 2019 1.74k $91.00k
Institute For Wealth Management Dec 2019 189 $10.00k
Cabana Dec 2019 152 $8.00k
Coastal Investment Advisors Dec 2019 84 $4.67k
Certified Advisory Corp Dec 2019 19 $999

Funds that own CMBS also own: