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 132 institutions that hold shares in the stock, with a total of 2.63 Million shares, which have been reported (via 13F filing form) to have a value of $530 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
University Of Maryland Foundation, Inc.
|
May 01, 2025 Q1 2025 |
10,000
shares
|
$2.02 Million
1.22% of portfolio
|
Q4 2019
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
9,960
shares
|
$2.01 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
9,857
shares
|
$1.99 Million
0.18% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,636
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
9,313
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,363
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 29.96%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
8,138
shares
|
$1.64 Million
0.71% of portfolio
|
Q2 2022
Reduced 17.07%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
7,825
shares
|
$1.58 Million
0.11% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
7,367
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.25%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
7,025
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,415
shares
|
$1.29 Million
0.29% of portfolio
|
Q1 2023
Added 6.47%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,153
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 20.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,489
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
5,266
shares
|
$1.06 Million
0.38% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,163
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,125
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.02%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
5,056
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,011
shares
|
$1.01 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,802
shares
|
$968,515
0.0% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
4,768
shares
|
$961,657
0.02% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,589
shares
|
$925,555
0.03% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,522
shares
|
$912,042
0.01% of portfolio
|
Q2 2024
Added 22.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,393
shares
|
$886,024
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
4,213
shares
|
$849,719
0.0% of portfolio
|
Q1 2025
Added 143.39%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,989
shares
|
$804,541
0.07% of portfolio
|
Q1 2025
Added 23.35%
|