Institutional Ownership Ishares Tr Msci Acwi Low Carbo (CRBN)
This table provides information about the institutional ownership of Ishares Tr Msci Acwi Low Carbo (CRBN). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 2.47 Million shares, which have been reported (via 13F filing form) to have a value of $456 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
1,259,823
shares
|
$232 Million
0.61% of portfolio
|
Q1 2024
Added 1.47%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
199,650
shares
|
$36.8 Million
0.0% of portfolio
|
Q1 2024
Added 2.07%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
123,506
shares
|
$22.8 Million
0.0% of portfolio
|
Q1 2024
Added 1.3%
|
|
Investure, LLC
Charlottesville, VA |
May 15, 2024 Q1 2024 |
99,840
shares
|
$18.4 Million
3.14% of portfolio
|
Q4 2023
Added 1.11%
|
|
Aspiriant, LLC
|
Apr 15, 2024 Q1 2024 |
98,109
shares
|
$18.1 Million
0.73% of portfolio
|
Q1 2024
Added 12.99%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
68,499
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 22.2%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
53,469
shares
|
$9.87 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.26%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
48,469
shares
|
$8.94 Million
0.47% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
30,424
shares
|
$5.61 Million
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
26,660
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.05%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
25,790
shares
|
$4.76 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 23, 2024 Q1 2024 |
22,646
shares
|
$4.18 Million
0.69% of portfolio
|
Q1 2024
Reduced 4.56%
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
19,899
shares
|
$3.67 Million
0.13% of portfolio
|
Q4 2022
Added 3.79%
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
19,354
shares
|
$3.57 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
19,147
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.07%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
May 13, 2024 Q1 2024 |
15,966
shares
|
$2.95 Million
0.18% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
Stonehearth Capital Management, LLC
|
Apr 02, 2024 Q1 2024 |
14,336
shares
|
$2.65 Million
1.17% of portfolio
|
Q1 2024
Added 4.1%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
14,180
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2024
Added 1.16%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
13,707
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2024
Added 35.43%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
13,078
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2024
Added 6.2%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
12,199
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 68.47%
|
|
Gould Asset Management LLC
Claremont, CA |
May 03, 2024 Q1 2024 |
11,385
shares
|
$2.1 Million
0.5% of portfolio
|
Q1 2024
Added 10.32%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
11,151
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 27.62%
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
10,923
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2024
Added 5.03%
|
|
University Of Maryland Foundation, Inc.
|
Apr 25, 2024 Q1 2024 |
10,000
shares
|
$1.85 Million
1.72% of portfolio
|
Q4 2019
New holding
|