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 153 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 $602 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,123
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 54.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,461
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,414
shares
|
$1.92 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,373
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
8,138
shares
|
$1.86 Million
0.71% of portfolio
|
Q2 2022
Reduced 17.07%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
7,942
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2025
Added 5.6%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,344
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
7,283
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2025
Reduced 8.38%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
7,082
shares
|
$1.62 Million
0.11% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,455
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,415
shares
|
$1.47 Million
0.29% of portfolio
|
Q1 2023
Added 6.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,780
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,319
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,163
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
5,137
shares
|
$1.17 Million
0.35% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,070
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,995
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
4,897
shares
|
$1.12 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
4,768
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
4,540
shares
|
$1.04 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,522
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Added 22.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,444
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
4,208
shares
|
$961,317
0.24% of portfolio
|
Q4 2025
Added 3.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,064
shares
|
$928,420
0.0% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,702
shares
|
$845,721
0.06% of portfolio
|
Q3 2025
Added 8.28%
|
|