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 123 institutions that hold shares in the stock, with a total of 2.49 Million shares, which have been reported (via 13F filing form) to have a value of $488 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,265,178
shares
|
$248 Million
0.6% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
205,926
shares
|
$40.4 Million
0.0% of portfolio
|
Q2 2024
Added 3.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
123,303
shares
|
$24.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Investure, LLC
Charlottesville, VA |
Aug 14, 2024 Q2 2024 |
100,650
shares
|
$19.7 Million
2.25% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
99,840
shares
|
$19.6 Million
0.75% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
71,396
shares
|
$14 Million
0.01% of portfolio
|
Q2 2024
Added 485.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
63,969
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
51,180
shares
|
$10 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
29,294
shares
|
$5.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
26,660
shares
|
$5.22 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
25,863
shares
|
$5.07 Million
0.01% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
23,248
shares
|
$4.56 Million
0.69% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
19,899
shares
|
$3.9 Million
0.13% of portfolio
|
Q4 2022
Added 3.79%
|
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
19,847
shares
|
$3.89 Million
0.1% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
19,147
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.07%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
17,899
shares
|
$3.51 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
14,629
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2024
Added 2270.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
14,355
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
13,111
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
12,764
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
11,247
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2024
Added 2.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
10,634
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
10,440
shares
|
$2.05 Million
0.44% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
|
University Of Maryland Foundation, Inc.
|
Aug 06, 2024 Q2 2024 |
10,000
shares
|
$1.96 Million
1.95% of portfolio
|
Q4 2019
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
9,841
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.42%
|