Ish Low Car Opt Ms Ac ETF-USCRBNETF

13F holders, Q2 2026 (June 30)
138holders +9
13new positions
5sold out
1famous investor
$252.00avg. 13F price*

At the end of Q2 2026, 138 institutions reported holding Ish Low Car Opt Ms Ac ETF-US (CRBN) in their 13F filings, up 9 from Q1 2026. 13 opened new positions and 5 sold out. The largest holders were Betterment LLC ($330.5M), Morgan Stanley ($53.1M) and UBS Group AG ($41.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Ish Low Car Opt Ms Ac ETF-US
Filed as
ISHARES TR (Q2 2026)
CUSIP
46434V464
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 117Q1 2024Q2 2024: 118Q2 2024Q3 2024: 121Q3 2024Q4 2024: 127Q4 2024Q1 2025: 124Q1 2025Q2 2025: 137Q2 2025Q3 2025: 138Q3 2025Q4 2025: 129Q4 2025Q1 2026: 129Q1 2026Q2 2026: 138Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions13$6.7M
Exits5$168K

All 13F filers, Q1 2026 → Q2 2026: 193,843 shares bought and 32,824 shares sold, net +161,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 138 holders

Betterment LLC 0.56% Add +0.4% 1,306,320 $330.5M
Morgan Stanley 0.00% Add +0.3% 210,064 $53.1M
UBS Group AG 0.01% Add +146.9% 165,819 $41.9M
Aspiriant, LLC 0.77% Add +2.9% 122,719 $31.0M
Allianz SE 0.30% Add +4.6% 114,015 $28.8M
Bank of America Corp. 0.00% Reduce -0.4% 105,867 $26.8M
Investure, LLC 1.66% Add +0.7% 104,863 $26.5M
Alliancebernstein L.P. 0.01% Add +17.4% 86,521 $19.3M
JPMorgan Chase & Co. 0.00% Reduce -2.2% 58,149 $14.6M
BSW Wealth Partners 1.56% Add +17.4% 55,343 $14.0M
Royal Bank of Canada 0.00% Add +64.5% 48,746 $12.3M
Wells Fargo & Company 0.00% Add +2.0% 35,434 $9.0M
National Philanthropic Trust 0.12% Add +2.9% 32,130 $8.1M
Ameriprise Financial Inc. 0.00% Reduce -5.4% 30,255 $7.7M
AlTi Global, Inc. 0.12% Add +10.1% 22,274 $5.6M
Coldstream Capital Management Inc. 0.06% No change 18,105 $4.6M
LPL Financial LLC 0.00% Add +2.6% 15,622 $4.0M
Mercer Global Advisors Inc. 0.00% Add +42.4% 15,141 $3.8M
Stonehearth Capital Management, LLC 1.23% Add +0.0% 14,252 $3.6M
Wealthfront Advisers LLC 0.01% Add +1.0% 14,093 $3.6M
Susquehanna International Group, LLP 0.00% Reduce -22.7% 12,826 $3.2M
Van Hulzen Asset Management, LLC 0.23% Reduce -5.8% 12,767 $3.2M
Jane Street Group, LLC 0.00% New 12,642 $3.2M
Osaic Holdings, Inc. 0.00% Add +1.1% 12,618 $3.2M
Midwest Financial Partners Investments, Inc. 1.25% Add +4.7% 11,929 $3.0M
University of Maryland Foundation, Inc. 4.51% No change 10,000 $2.5M
Gould Asset Management LLC 0.34% Reduce -1.9% 8,555 $2.2M
Jones Financial Companies LLLP 0.00% Add +7.6% 8,696 $2.2M
Gradient Investments LLC 0.03% Add +4.0% 8,150 $2.1M
Envestnet Asset Management Inc. 0.00% Add +3.5% 7,967 $2.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.0% 7,716 $2.0M
Albion Financial Group 0.11% Add +0.4% 7,344 $1.9M
Arax Advisory Partners 0.01% New 7,344 $1.9M
AQR Capital Management 0.00% No change 7,344 $1.9M
Creative Planning 0.00% Add +0.7% 7,274 $1.8M
Cardinal Point Capital Management ULC 0.10% Reduce -1.1% 6,794 $1.7M
HighTower Advisors, LLC 0.00% Add +6.2% 6,044 $1.5M
Bond & Devick Financial Network, Inc. 0.34% Add +3.8% 5,443 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +0.3% 5,201 $1.3M
Cetera Investment Advisers 0.00% Add +16.1% 5,065 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +1.4% 5,034 $1.3M
Northern Trust Corp. 0.00% No change 4,995 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 4,894 $1.2M
Westmount Partners, LLC 0.23% Reduce -1.4% 4,067 $1.0M
FMR LLC 0.00% Add +1.8% 3,972 $1.0M
Ally Invest Advisors Inc. 0.06% Reduce -0.5% 3,918 $991K
Commonwealth Equity Services, LLC 0.00% Add +7.3% 3,826 $968K
Plum Street Advisors, LLC 0.30% Reduce -2.4% 3,747 $948K
Evergreen Capital Management LLC 0.02% No change 3,566 $902K
North Berkeley Wealth Management, LLC 0.34% Add +0.5% 3,369 $852K
Focus Partners Wealth 0.00% Add +4.7% 3,344 $846K
Ritholtz Wealth Management 0.01% No change 3,299 $835K
Raymond James Financial Inc. 0.00% Reduce -25.6% 3,146 $796K
Composition Wealth, LLC 0.01% Add +0.9% 3,079 $779K
Ackerman Capital Advisors, LLC 0.15% No change 2,849 $721K
Baird Financial Group, Inc. 0.00% No change 2,673 $676K
MML Investors Services, LLC 0.00% Add +25.3% 2,444 $618K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.2% 2,354 $596K
Geneos Wealth Management Inc. 0.01% No change 2,128 $538K
Relyea Zuckerberg Hanson LLC 0.04% Add +0.6% 1,972 $499K
Clearstead Advisors, LLC 0.00% No change 1,971 $499K
United Capital Financial Advisors, LLC 0.00% Add +2.0% 1,913 $484K
Smartleaf Asset Management LLC 0.02% No change 1,908 $479K
Brighton Jones LLC 0.01% Add +0.7% 1,837 $465K
Golden State Wealth Management, LLC 0.04% Reduce -1.7% 1,829 $463K
Patten Group, Inc. 0.07% Reduce -0.5% 1,803 $456K
Certuity, LLC 0.02% Add +0.7% 1,755 $444K
Belpointe Asset Management LLC 0.01% Reduce -4.9% 1,718 $435K
Farther Finance Advisors, LLC 0.00% Add +1.9% 1,686 $427K
TD Private Client Wealth LLC 0.01% Reduce -3.4% 1,624 $411K
Legacies Wealth LLC 0.22% Add +3.6% 1,588 $402K
Ellenbecker Investment Group 0.04% New 1,472 $372K
Merit Financial Group, LLC 0.00% Add +9.1% 1,421 $360K
Cerity Partners LLC 0.00% Reduce -7.8% 1,410 $357K
Glenmede Trust Co. NA 0.00% No change 1,396 $353K
KilterHowling LLC 0.15% Reduce -5.7% 1,294 $327K
Halbert Hargrove Global Advisors, LLC 0.01% No change 1,265 $320K
Kestra Advisory Services, LLC 0.00% Add +16.3% 1,260 $319K
Laird Norton Wetherby Trust Company, LLC 0.01% No change 1,233 $312K
Cary Street Partners Financial LLC 0.01% Add +5.3% 1,224 $310K
Financial Futures Ltd Liability Co. 0.12% Reduce -20.6% 1,206 $305K
EP Wealth Advisors, LLC 0.00% Reduce -1.3% 1,175 $297K
Widmann Financial Services, Inc. 0.16% No change 1,145 $290K
TruNorth Capital Management, LLC 0.04% New 1,003 $254K
Fifth Third Bancorp 0.00% Add +1.5% 989 $250K
Goldman Sachs Group Inc. 0.00% No change 971 $246K
US Bancorp \de 0.00% No change 960 $243K
Kraft, Davis & Associates, LLC 0.05% Add +0.1% 932 $234K
Mandatum Life Insurance Co Ltd 0.04% No change 925 $234K
Creekside Partners 0.08% Reduce -3.3% 885 $224K
&partners 0.00% New 879 $222K
Mariner, LLC 0.00% New 844 $213K
Harbour Investments, Inc. 0.00% Add +0.7% 827 $209K
Nottingham Advisors, Inc. 0.02% New 823 $205K
Howard Financial Services, LTD. 0.02% New 806 $204K
One Capital Management, LLC 0.01% No change 909 $203K
Parkside Financial Bank & Trust 0.01% No change 760 $192K
AdvisorNet Financial, Inc 0.01% Add +1.4% 752 $190K
Bank of Montreal 0.00% Add +2.8% 634 $160K
California State Teachers Retirement System 0.00% No change 523 $132K

"% of holder's portfolio" is CRBN's weight in each manager's 13F, not the share of Ish Low Car Opt Ms Ac ETF-US the manager owns.

Show all 138 holders