Ish Low Car Opt Ms Ac ETF-USCRBNETF
13F holders, Q1 2024 (March 31)117holders
1famous investor
$179.41avg. 13F price*
At the end of Q1 2024, 117 institutions reported holding Ish Low Car Opt Ms Ac ETF-US (CRBN) in their 13F filings. The largest holders were Betterment LLC ($226.1M), Morgan Stanley ($35.8M) and Bank of America Corp. ($22.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ish Low Car Opt Ms Ac ETF-US
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 46434V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.2M |
| Exits | 5 | $325K |
Ownership 117 holders
| Betterment LLC | 0.61% | Add +1.5% | 1,259,823 | $226.1M |
| Morgan Stanley | 0.00% | Add +2.1% | 199,650 | $35.8M |
| Bank of America Corp. | 0.00% | Add +1.3% | 123,506 | $22.2M |
| Allianz SE | 0.59% | — | 105,015 | $18.8M |
| Investure, LLC | 3.14% | No change | 99,840 | $17.9M |
| Aspiriant, LLC | 0.73% | Add +13.0% | 98,109 | $17.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.2% | 68,499 | $12.3M |
| UBS Group AG | 0.00% | Reduce -11.3% | 53,469 | $9.6M |
| Flow Traders U.S. LLC | 0.47% | Reduce -4.1% | 48,469 | $8.7M |
| National Philanthropic Trust | 0.14% | Reduce -1.4% | 36,694 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 30,424 | $5.5M |
| Cetera Investment Advisers | 0.01% | New | 25,790 | $4.6M |
| BSW Wealth Partners | 0.69% | Reduce -4.6% | 22,646 | $4.1M |
| AlTi Global, Inc. | 0.10% | No change | 19,354 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.1% | 19,147 | $3.4M |
| Relative Value Partners Group, LLC | 0.17% | No change | 15,966 | $2.7M |
| Stonehearth Capital Management, LLC | 1.16% | Add +4.1% | 14,336 | $2.6M |
| LPL Financial LLC | 0.00% | Add +1.2% | 14,180 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +35.4% | 13,707 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +6.2% | 13,078 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -68.5% | 12,199 | $2.2M |
| Gould Asset Management LLC | 0.49% | Add +10.3% | 11,385 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.6% | 11,151 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Add +5.0% | 10,923 | $2.0M |
| University of Maryland Foundation, Inc. | 1.72% | No change | 10,000 | $1.8M |
| Glenmede Trust Co. NA | 0.01% | Add +5.4% | 9,983 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.9% | 9,979 | $1.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -22.7% | 9,763 | $1.8M |
| Gradient Investments LLC | 0.04% | Add +3.1% | 9,567 | $1.7M |
| Albion Financial Group | 0.11% | No change | 7,789 | $1.4M |
| Ritholtz Wealth Management | 0.04% | Reduce -1.0% | 7,082 | $1.3M |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -1.5% | 6,664 | $1.2M |
| Smartleaf Asset Management LLC | 0.23% | Reduce -1.7% | 6,637 | $1.2M |
| Comerica Bank | 0.01% | No change | 6,621 | $1.2M |
| Long Run Wealth Advisors, LLC | 0.31% | Reduce -2.7% | 6,551 | $1.2M |
| Cardinal Point Capital Management ULC | 0.22% | Add +0.3% | 6,315 | $1.1M |
| Creative Planning | 0.00% | Add +2.3% | 6,255 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.7% | 6,034 | $1.1M |
| Plum Street Advisors, LLC | 0.52% | Reduce -12.0% | 5,241 | $1.0M |
| Northern Trust Corp. | 0.00% | No change | 4,995 | $897K |
| Bond & Devick Financial Network, Inc. | 0.47% | Reduce -0.1% | 4,785 | $859K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 4,678 | $840K |
| Evergreen Capital Management LLC | 0.03% | No change | 4,585 | $823K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.3% | 4,321 | $775K |
| Composition Wealth, LLC | 0.02% | Reduce -6.1% | 3,986 | $715K |
| Citadel Advisors | 0.00% | Reduce -78.5% | 3,746 | $672K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.4% | 3,740 | $671K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 3,702 | $665K |
| Westmount Partners, LLC | 0.19% | Add +4.4% | 2,870 | $515K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.3% | 2,741 | $492K |
| MML Investors Services, LLC | 0.00% | Add +5.7% | 2,636 | $473K |
| Ally Invest Advisors Inc. | 0.05% | Add +2.7% | 2,583 | $464K |
| Baird Financial Group, Inc. | 0.00% | No change | 2,553 | $458K |
| Wolf Group Capital Advisors | 0.21% | No change | 2,864 | $448K |
| Monterey Private Wealth, Inc. | 0.18% | No change | 2,443 | $438K |
| Patten Group, Inc. | 0.11% | Add +0.3% | 2,381 | $427K |
| Dohj, LLC | 0.11% | Add +10.4% | 2,299 | $413K |
| Community Financial Services Group, LLC | 0.09% | — | 2,247 | $403K |
| Brighton Jones LLC | 0.01% | No change | 2,233 | $401K |
| TD Private Client Wealth LLC | 0.01% | Add +6.0% | 2,227 | $400K |
| Clearstead Advisors, LLC | 0.02% | No change | 2,176 | $391K |
| Truepoint, Inc. | 0.01% | New | 2,113 | $379K |
| BlackRock Inc. | 0.00% | Add +0.4% | 2,077 | $373K |
| Certuity, LLC | 0.03% | No change | 2,049 | $368K |
| Wharton Business Group, LLC | 0.02% | No change | 1,950 | $350K |
| Merit Financial Group, LLC | 0.01% | Add +53.8% | 1,968 | $347K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,750 | $300K |
| KilterHowling LLC | 0.20% | Add +0.5% | 1,573 | $282K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 1,537 | $276K |
| Raymond James & Associates | 0.00% | Reduce -5.7% | 1,506 | $270K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -7.9% | 1,492 | $268K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.1% | 1,456 | $261K |
| FMR LLC | 0.00% | Add +6.8% | 1,431 | $257K |
| Wrapmanager Inc. | 0.07% | Reduce -5.6% | 1,394 | $250K |
| &partners | 0.03% | New | 1,389 | $249K |
| Wells Fargo & Company | 0.00% | Add +11.4% | 1,377 | $247K |
| Retirement Income Solutions, Inc. | 0.06% | Add +11.5% | 1,365 | $245K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.4% | 1,344 | $241K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | New | 1,318 | $237K |
| TruNorth Capital Management, LLC | 0.08% | — | 1,300 | $233K |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 1,250 | $224K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -19.8% | 1,231 | $221K |
| Savvy Advisors, Inc. | 0.12% | New | 1,182 | $212K |
| Institutional & Family Asset Management, LLC | 0.03% | Reduce -13.3% | 1,132 | $203K |
| Howard Financial Services, LTD. | 0.03% | New | 1,120 | $201K |
| Stifel Financial Corp. | 0.00% | New | 1,118 | $201K |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.8% | 835 | $150K |
| Parkside Financial Bank & Trust | 0.02% | No change | 760 | $136K |
| EP Wealth Advisors, LLC | 0.00% | No change | 655 | $118K |
| Concord Wealth Partners | 0.02% | Add +127.2% | 652 | $117K |
| Bank of Montreal | 0.00% | No change | 617 | $111K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -1.6% | 605 | $109K |
| PrairieView Partners, LLC | 0.01% | No change | 581 | $105K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.9% | 572 | $103K |
| California State Teachers Retirement System | 0.00% | No change | 523 | $94K |
| Eagle Bay Advisors LLC | 0.05% | New | 480 | $86K |
| Proffitt & Goodson Inc. | 0.01% | No change | 467 | $84K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 440 | $79K |
| Investors Research Corp | 0.02% | No change | 362 | $65K |
| Cwm, LLC | 0.00% | Reduce -13.2% | 322 | $58K |
"% 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.