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 130 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $516 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
University Of Maryland Foundation, Inc.
|
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$2 Million
1.39% of portfolio
|
Q4 2019
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
9,786
shares
|
$1.95 Million
0.05% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
9,683
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
9,617
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,224
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,354
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
8,138
shares
|
$1.62 Million
0.71% of portfolio
|
Q2 2022
Reduced 17.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
8,053
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 87.89%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
7,825
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
6,865
shares
|
$1.37 Million
0.21% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,415
shares
|
$1.28 Million
0.29% of portfolio
|
Q1 2023
Added 6.47%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,153
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,118
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,034
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2024
Added 1.69%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,300
shares
|
$1.06 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,995
shares
|
$996,702
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
4,987
shares
|
$995,105
0.48% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,826
shares
|
$962,980
0.0% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
4,768
shares
|
$951,406
0.02% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
4,695
shares
|
$936,840
0.03% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,559
shares
|
$909,702
0.0% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,522
shares
|
$902,319
0.01% of portfolio
|
Q2 2024
Added 22.15%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
4,421
shares
|
$882,166
0.2% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,090
shares
|
$816,118
0.0% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
3,816
shares
|
$761,444
0.22% of portfolio
|
Q1 2023
Reduced 58.83%
|