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 150 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $597 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
University Of Maryland Foundation, Inc.
|
Jul 31, 2025 Q2 2025 |
10,000
shares
|
$2.26 Million
12.79% of portfolio
|
Q4 2019
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
9,785
shares
|
$2.22 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
9,300
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
8,916
shares
|
$2.02 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,471
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
8,138
shares
|
$1.84 Million
0.71% of portfolio
|
Q2 2022
Reduced 17.07%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
7,949
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
7,521
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
6,905
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,415
shares
|
$1.45 Million
0.29% of portfolio
|
Q1 2023
Added 6.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
6,005
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 84.94%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,448
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
5,380
shares
|
$1.22 Million
0.4% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,163
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,158
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,072
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 79.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,070
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,995
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
4,984
shares
|
$1.13 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,789
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 74.19%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
4,768
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
4,540
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,522
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Added 22.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,290
shares
|
$971,127
0.0% of portfolio
|
Q2 2025
Added 24.78%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
4,157
shares
|
$941,020
0.81% of portfolio
|
Q2 2025
Added 37.1%
|