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 137 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 $569 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,321
shares
|
$929,879
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,989
shares
|
$858,432
0.07% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,891
shares
|
$837,343
0.23% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
3,870
shares
|
$832,824
0.22% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
3,566
shares
|
$767,403
0.02% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,438
shares
|
$739,857
0.0% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
3,032
shares
|
$652,486
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
2,553
shares
|
$549,405
0.0% of portfolio
|
Q2 2022
Added 0.08%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,491
shares
|
$536,063
0.14% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,461
shares
|
$529,607
0.0% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,405
shares
|
$517,556
0.01% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
2,376
shares
|
$511,315
0.0% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,359
shares
|
$507,656
0.01% of portfolio
|
Q1 2025
Added 43.14%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
2,277
shares
|
$490,010
0.01% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,155
shares
|
$463,756
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
2,135
shares
|
$459,452
0.1% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
2,090
shares
|
$449,768
0.04% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,077
shares
|
$446,970
0.0% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
1,938
shares
|
$417,057
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,832
shares
|
$394,246
0.02% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,734
shares
|
$373,156
0.05% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
1,700
shares
|
$365,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,683
shares
|
$362,181
0.01% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,570
shares
|
$337,864
0.02% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,542
shares
|
$331,838
0.02% of portfolio
|
Q2 2025
Reduced 0.77%
|