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 |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
480
shares
|
$95,779
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
467
shares
|
$93,185
0.01% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
440
shares
|
$87,797
0.0% of portfolio
|
Q2 2023
Added 109.52%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
440
shares
|
$87,797
0.0% of portfolio
|
Q2 2023
Added 109.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
379
shares
|
$75,625
0.0% of portfolio
|
Q3 2024
Added 36.82%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
371
shares
|
$74,029
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
362
shares
|
$72,233
0.02% of portfolio
|
Q4 2023
Added 17.15%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
300
shares
|
$59,862
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
297
shares
|
$59,263
0.0% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
179
shares
|
$35,717
0.0% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
152
shares
|
$30,330
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
140
shares
|
$27,935
0.02% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
116
shares
|
$23,146
0.01% of portfolio
|
Q1 2022
Reduced 41.41%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
110
shares
|
$21,949
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
107
shares
|
$21,350
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
72
shares
|
$14,366
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
71
shares
|
$14,167
0.01% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
70
shares
|
$13,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
62
shares
|
$12,371
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
60
shares
|
$11,972
0.0% of portfolio
|
Q1 2021
Added 663.64%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
54
shares
|
$10,775
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
52
shares
|
$10,376
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
49
shares
|
$9,777
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
45
shares
|
$8,979
0.0% of portfolio
|
Q1 2023
Added 542.86%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
41
shares
|
$8,181
0.0% of portfolio
|
Q2 2024
New holding
|