Who owns Ishares Trust Barclays?
- Ticker: CMBS
- CUSIP Number: 46429B366
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Trust Barclays with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Trust Barclays this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| UBS Group | 1.5M | $72M | -11% | Jun 2026 |
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| AE Wealth Management | 575k | $28M | 10% | Jun 2026 |
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| Arvest Investments | 495k | $24M | 6% | Jun 2026 |
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| Prudential | 427k | $21M | 138% | Jun 2026 |
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| LPL Financial | 426k | $21M | -18% | Jun 2026 |
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| Syon Capital | 411k | $20M | -22% | Jun 2026 |
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| Hancock Bank Trust Department | 281k | $14M | -2% | Jun 2026 |
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| Prepared Retirement Institute | 262k | $13M | 2% | Jun 2026 |
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| Morgan Stanley | 247k | $12M | -20% | Mar 2026 |
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| Ubs Global Asset Management Americas | 226k | $11M | -26% | Jun 2026 |
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| Marcia E. Wade | 194k | $9.4M | 1% | Jun 2026 |
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| Wells Fargo & Company | 189k | $9.2M | 0% | Jun 2026 |
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| Cetera Investment Advisers | 163k | $7.9M | 6% | Jun 2026 |
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| Bank of America Corporation | 153k | $7.5M | -5% | Jun 2026 |
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| Raymond James Financial | 138k | $6.7M | 22% | Jun 2026 |
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| Advisor Group Holdings | 120k | $5.9M | -30% | Jun 2026 |
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| P.J. Schmidt Investment Management | 99k | $4.8M | 3% | Jun 2026 |
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| Ameriprise Financial | 89k | $4.3M | -5% | Jun 2026 |
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| Krilogy Financial | 73k | $3.5M | 1% | Jun 2026 |
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| Wright Fund Managment | 63k | $3.1M | 0% | Jun 2026 |
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| Pathstone Holdings | 62k | $3.0M | 0% | Jun 2026 |
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| Franklin Resources | 57k | $2.8M | 11% | Jun 2026 |
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| Insight Wealth Partners | 53k | $2.6M | -26% | Jun 2026 |
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| Envestnet Asset Management | 48k | $2.4M | 1% | Jun 2026 |
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| Tiaa-cref Individual & Institutional Services | 44k | $2.1M | -29% | Jun 2026 |
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| Jones Financial Companies, L.L | 40k | $2.0M | 1% | Jun 2026 |
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| Guidance Capital | 40k | $1.9M | 13% | Jun 2026 |
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| Jane Street | 39k | $1.9M | 42% | Jun 2026 |
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| Citadel Advisors | 38k | $1.8M | -53% | Jun 2026 |
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| Rosenberg Matthew Hamilton | 31k | $1.5M | 12% | Jun 2026 |
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| Commonwealth Equity Services | 30k | $1.4M | -12% | Jun 2026 |
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| First Trust Advisors | 29k | $1.4M | 1% | Jun 2026 |
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| Palogic Value Management | 27k | $1.3M | -3% | Jun 2026 |
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| Veridan Wealth | 22k | $1.1M | 100% | Jun 2026 |
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| Ethos Capital Management | 20k | $971k | -31% | Jun 2026 |
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| Bank of New York Mellon | 20k | $959k | 83% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 19k | $910k | -11% | Jun 2026 |
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| Arete Wealth Advisors | 18k | $854k | 8% | Jun 2026 |
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| Willis Johnson & Associates | 16k | $790k | -10% | Jun 2026 |
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| Hyundai Investments | 16k | $765k | 78% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 15k | $715k | 15% | Jun 2026 |
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| Advisory Alpha | 14k | $691k | -9% | Jun 2026 |
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| Cogent Private Wealth | 14k | $689k | 0% | Jun 2026 |
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| Mma Asset Management | 13k | $626k | 0% | Jun 2026 |
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| Heck Capital Advisors | 13k | $621k | -46% | Jun 2026 |
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| City Center Advisors | 12k | $562k | 14% | Jun 2026 |
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| Cambridge Investment Research Advisors | 10k | $505k | 9% | Jun 2026 |
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| Visionary Wealth Advisors | 9.3k | $450k | -2% | Jun 2026 |
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| Columbus Macro | 8.8k | $429k | -4% | Jun 2026 |
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| Fifth Third Bancorp | 8.3k | $402k | -34% | Jun 2026 |
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| Hrt Financial | 8.2k | $397k | 100% | Jun 2026 |
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| IFP Advisors | 7.9k | $383k | 42% | Jun 2026 |
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| Ridgewood Investments | 6.9k | $336k | 0% | Jun 2026 |
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| Kestra Advisory Services | 6.6k | $322k | 9% | Jun 2026 |
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| Wealthcare Advisory Partners | 6.5k | $316k | 3% | Jun 2026 |
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| Knights of Columbus Asset Advisors | 6.3k | $309k | 100% | Jun 2026 |
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| Flow Traders US | 6.3k | $304k | -66% | Jun 2026 |
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| Branch Banking & Trust Company | 5.3k | $260k | 9% | Jun 2026 |
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| Royal Bank of Canada | 5.1k | $249k | -27% | Jun 2026 |
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| Elevated Capital Advisors | 2.5k | $122k | -68% | Jun 2026 |
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| Jpmorgan Chase & Co | 2.4k | $116k | 100% | Jun 2026 |
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| Horizon Financial Services | 1.8k | $88k | -24% | Jun 2026 |
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| D. J. St. Germain | 1.6k | $79k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 1.6k | $78k | 8% | Jun 2026 |
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| FMR | 1.6k | $78k | 42% | Jun 2026 |
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| Tiaa Trust, National Association | 1.4k | $70k | -8% | Jun 2026 |
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| Aptus Capital Advisors | 993.00 | $48k | 0% | Jun 2026 |
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| Wagner Wealth Management | 920.00 | $45k | 1% | Jun 2026 |
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| Rogco | 889.00 | $43k | 100% | Jun 2026 |
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| Private Trust Co Na | 848.00 | $41k | 0% | Jun 2026 |
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| Ashton Thomas Private Wealth | 825.00 | $40k | 0% | Jun 2026 |
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| Capital Analysts | 677.00 | $33k | 0% | Jun 2026 |
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| Decker Retirement Planning | 601.00 | $29k | 0% | Jun 2026 |
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| Strengthening Families & Communities | 457.00 | $22k | 1% | Jun 2026 |
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| National Bank Of Canada /fi/ | 441.00 | $22k | 0% | Jun 2026 |
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| Bogart Wealth | 306.00 | $15k | 0% | Jun 2026 |
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| Geneos Wealth Management | 267.00 | $13k | -51% | Jun 2026 |
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| Global Retirement Partners | 227.00 | $11k | -3% | Jun 2026 |
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| Quest 10 Wealth Builders | 193.00 | $9.4k | 23% | Jun 2026 |
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| Signature Equity Partners | 145.00 | $7.1k | -51% | Jun 2026 |
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| Jackson Hole Capital Partners | 136.00 | $6.6k | 0% | Mar 2026 |
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| Farther Finance Advisors | 92.00 | $4.5k | 0% | Jun 2026 |
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| Rossby Financial, LCC | 75.00 | $3.6k | 0% | Jun 2026 |
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| Institute For Wealth Management | 68.00 | $3.3k | 100% | Jun 2026 |
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| Qube Research & Technologies | 46.00 | $2.2k | 0% | Jun 2026 |
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| IMG Wealth Management | 32.00 | $1.6k | 0% | Jun 2026 |
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| Tounjian Advisory Partners | 27.00 | $1.3k | -100% | Jun 2026 |
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| SRS Capital Advisors | 13.00 | $632.999900 | -68% | Jun 2026 |
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| Compass Financial Management | 7.00 | $341.000100 | 100% | Jun 2026 |
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| Action Point Financial Planning | 5.00 | $222.000000 | 100% | Jun 2026 |
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| Spurstone Advisory Services | 2.00 | $97.000000 | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 2.00 | $105.000000 | 100% | Jun 2026 |
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| Kingdom Financial Group | 1.00 | $49.000000 | 100% | Jun 2026 |
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Who sold out of Ishares Trust Barclays?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| U.S. Capital Wealth Advisors | Dec 2025 | 79k | $3.9M |
| Sykon Capital | Mar 2026 | 72k | $3.5M |
| Goldman Sachs Group | Mar 2026 | 62k | $3.0M |
| Beacon Pointe Advisors | Mar 2026 | 42k | $2.0M |
| Maia Wealth | Mar 2026 | 20k | $983k |
| Quantinno Capital Management | Mar 2026 | 4.5k | $220k |
| MAI Wealth Advisors | Mar 2026 | 2.9k | $141k |
| Guardian Wealth Advisors, Llc / Nc | Mar 2026 | 993.00 | $48k |
| CWM | Dec 2025 | 256.00 | $13k |
| Us Bancorp | Dec 2025 | 200.00 | $9.8k |
| Cullen Frost Bankers | Mar 2026 | 5.00 | $237.000000 |