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 134 institutions that hold shares in the stock, with a total of 2.65 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
10,030
shares
|
$1.94 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
University Of Maryland Foundation, Inc.
|
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$1.94 Million
1.09% of portfolio
|
Q4 2019
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
9,786
shares
|
$1.89 Million
0.05% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
9,155
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,656
shares
|
$1.68 Million
0.13% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
8,138
shares
|
$1.58 Million
0.71% of portfolio
|
Q2 2022
Reduced 17.07%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
7,825
shares
|
$1.52 Million
0.11% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
7,760
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2024
Added 26.12%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
6,865
shares
|
$1.33 Million
0.21% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,435
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,415
shares
|
$1.24 Million
0.29% of portfolio
|
Q1 2023
Added 6.47%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
5,773
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,489
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,300
shares
|
$1.03 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,163
shares
|
$999,660
0.01% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,014
shares
|
$970,810
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
4,987
shares
|
$965,582
0.48% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
4,768
shares
|
$923,180
0.02% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
4,695
shares
|
$909,045
0.03% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,596
shares
|
$889,877
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,522
shares
|
$875,549
0.01% of portfolio
|
Q2 2024
Added 22.15%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
4,421
shares
|
$855,994
0.2% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,088
shares
|
$791,518
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,817
shares
|
$739,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
3,816
shares
|
$738,853
0.22% of portfolio
|
Q1 2023
Reduced 58.83%
|