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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,498
shares
|
$298,910
0.0% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,472
shares
|
$293,722
0.0% of portfolio
|
Q2 2024
Added 9.52%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
1,402
shares
|
$279,755
0.02% of portfolio
|
Q3 2024
Added 23.52%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,389
shares
|
$277,161
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
1,363
shares
|
$271,973
0.07% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,344
shares
|
$268,181
0.0% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,309
shares
|
$261,197
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,300
shares
|
$259,402
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,256
shares
|
$250,622
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,247
shares
|
$248,826
0.0% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,199
shares
|
$239,248
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
1,189
shares
|
$237,253
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,172
shares
|
$233,860
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,123
shares
|
$224,083
0.0% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,118
shares
|
$223,085
0.04% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,101
shares
|
$219,693
0.02% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
960
shares
|
$191,558
0.0% of portfolio
|
Q2 2024
Added 668.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
805
shares
|
$160,629
0.0% of portfolio
|
Q3 2024
Added 22.9%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
760
shares
|
$151,650
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
686
shares
|
$136,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
617
shares
|
$123,116
0.0% of portfolio
|
Q3 2024
Reduced 95.78%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
610
shares
|
$121,719
0.01% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
586
shares
|
$116,930
0.0% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
581
shares
|
$115,932
0.01% of portfolio
|
Q4 2022
Reduced 25.42%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
523
shares
|
$104,359
0.0% of portfolio
|
Q3 2023
Added 90.18%
|