Ish Low Car Opt Ms Ac ETF-USCRBNETF
13F holders, Q4 2024 (December 31)127holders +6
8new positions
6sold out
1famous investor
$193.60avg. 13F price*
At the end of Q4 2024, 127 institutions reported holding Ish Low Car Opt Ms Ac ETF-US (CRBN) in their 13F filings, up 6 from Q3 2024. 8 opened new positions and 6 sold out. The largest holders were Betterment LLC ($251.5M), Morgan Stanley ($37.8M) and Bank of America Corp. ($24.9M). 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 (Q4 2024)
- CUSIP
- 46434V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.0M |
| Exits | 6 | $3.8M |
All 13F filers, Q3 2024 → Q4 2024: 46,974 shares bought and 92,914 shares sold, net −45,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Betterment LLC | 0.60% | Add +0.7% | 1,299,071 | $251.5M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 195,387 | $37.8M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 128,416 | $24.9M |
| Aspiriant, LLC | 0.74% | Add +5.9% | 105,698 | $20.5M |
| Allianz SE | 0.52% | Reduce -1.0% | 103,015 | $20.0M |
| Investure, LLC | 1.17% | Add +1.2% | 101,821 | $19.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.8% | 72,802 | $14.1M |
| UBS Group AG | 0.00% | Reduce -11.9% | 42,421 | $8.2M |
| Jane Street Group, LLC | 0.01% | Reduce -43.0% | 39,296 | $7.6M |
| National Philanthropic Trust | 0.09% | Reduce -0.4% | 31,846 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -14.0% | 30,807 | $6.0M |
| BSW Wealth Partners | 0.70% | Add +6.7% | 24,810 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.8% | 24,601 | $4.8M |
| Cetera Investment Advisers | 0.01% | Reduce -8.5% | 23,603 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 20,890 | $4.0M |
| AlTi Global, Inc. | 0.09% | Reduce -5.3% | 19,618 | $3.8M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -0.8% | 18,305 | $3.5M |
| Stonehearth Capital Management, LLC | 1.36% | Reduce -2.3% | 17,494 | $3.4M |
| Citadel Advisors | 0.00% | Add +113.5% | 17,191 | $3.3M |
| LPL Financial LLC | 0.00% | Add +5.0% | 14,718 | $2.8M |
| Wealthfront Advisers LLC | 0.01% | Add +4.5% | 12,814 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -9.5% | 11,407 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +18.0% | 10,884 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.7% | 10,491 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.8% | 10,246 | $2.0M |
| Gould Asset Management LLC | 0.41% | Reduce -0.5% | 10,030 | $1.9M |
| University of Maryland Foundation, Inc. | 1.09% | No change | 10,000 | $1.9M |
| Gradient Investments LLC | 0.04% | Add +2.1% | 9,786 | $1.9M |
| Van Hulzen Asset Management, LLC | 0.12% | Add +3.6% | 8,656 | $1.7M |
| Albion Financial Group | 0.10% | Add +0.8% | 7,825 | $1.5M |
| Smartleaf Asset Management LLC | 0.15% | Add +26.1% | 7,760 | $1.5M |
| Cardinal Point Capital Management ULC | 0.21% | Add +3.5% | 6,865 | $1.3M |
| Creative Planning | 0.00% | Add +5.2% | 6,435 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Reduce -40.0% | 5,773 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +13.7% | 5,489 | $1.1M |
| Long Run Wealth Advisors, LLC | 0.25% | Reduce -4.0% | 5,300 | $1.0M |
| Plum Street Advisors, LLC | 0.50% | Reduce -0.0% | 5,240 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.4% | 5,163 | $1000K |
| Bond & Devick Financial Network, Inc. | 0.42% | No change | 4,987 | $978K |
| Northern Trust Corp. | 0.00% | Add +0.4% | 5,014 | $971K |
| Focus Partners Wealth | 0.00% | Add +4.2% | 4,732 | $916K |
| Ritholtz Wealth Management | 0.03% | Reduce -20.7% | 4,695 | $909K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 4,596 | $890K |
| Dohj, LLC | 0.20% | Add +2.8% | 4,421 | $856K |
| FMR LLC | 0.00% | Add +125.9% | 4,141 | $802K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 4,088 | $791K |
| Raymond James Financial Inc. | 0.00% | — | 3,817 | $739K |
| Westmount Partners, LLC | 0.22% | Add +3.0% | 3,816 | $739K |
| Composition Wealth, LLC | 0.01% | Reduce -9.6% | 3,581 | $693K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,566 | $690K |
| Ally Invest Advisors Inc. | 0.05% | Add +0.3% | 3,234 | $626K |
| North Berkeley Wealth Management, LLC | 0.60% | — | 3,032 | $587K |
| MML Investors Services, LLC | 0.00% | Add +7.2% | 3,014 | $584K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 2,644 | $512K |
| TD Private Client Wealth LLC | 0.01% | Add +37.1% | 2,554 | $494K |
| Baird Financial Group, Inc. | 0.00% | No change | 2,553 | $494K |
| Monterey Private Wealth, Inc. | 0.16% | Add +1.1% | 2,491 | $482K |
| Wolf Group Capital Advisors | 0.22% | No change | 2,864 | $448K |
| Brighton Jones LLC | 0.01% | Add +1.2% | 2,277 | $441K |
| Patten Group, Inc. | 0.09% | Reduce -11.1% | 2,201 | $426K |
| Wells Fargo & Company | 0.00% | Add +46.5% | 2,195 | $425K |
| BlackRock, Inc. | 0.00% | Add +3.7% | 2,153 | $417K |
| Certuity, LLC | 0.04% | Add +1.2% | 2,090 | $405K |
| Golden State Wealth Management, LLC | 0.06% | — | 1,941 | $376K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +74.3% | 1,931 | $374K |
| Wharton Business Group, LLC | 0.02% | Reduce -8.0% | 1,795 | $347K |
| Jones Financial Companies LLLP | 0.00% | Add +152.3% | 1,731 | $335K |
| Prudential PLC | 0.00% | No change | 1,700 | $329K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,648 | $319K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -1.0% | 1,554 | $301K |
| Merit Financial Group, LLC | 0.01% | Reduce -22.4% | 1,525 | $295K |
| Transcend Capital Advisors, LLC | 0.02% | New | 1,520 | $294K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.5% | 1,480 | $286K |
| KilterHowling LLC | 0.16% | Reduce -10.1% | 1,422 | $286K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -88.2% | 1,437 | $278K |
| &partners | 0.00% | No change | 1,389 | $269K |
| Belpointe Asset Management LLC | 0.02% | No change | 1,402 | $269K |
| TruNorth Capital Management, LLC | 0.07% | No change | 1,300 | $252K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.8% | 1,247 | $241K |
| Wrapmanager Inc. | 0.06% | Reduce -10.9% | 1,214 | $235K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -21.2% | 1,202 | $233K |
| Retirement Income Solutions, Inc. | 0.05% | New | 1,199 | $232K |
| Equita Financial Network, Inc. | 0.08% | New | 1,189 | $230K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.9% | 1,172 | $227K |
| Truist Financial Corp. | 0.00% | Reduce -2.4% | 1,123 | $217K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 1,059 | $212K |
| US Bancorp \de | 0.00% | No change | 960 | $186K |
| BNP Paribas Financial Markets | 0.00% | Reduce -8.3% | 898 | $174K |
| Comerica Bank | 0.00% | Reduce -75.4% | 844 | $163K |
| EP Wealth Advisors, LLC | 0.00% | No change | 805 | $156K |
| Parkside Financial Bank & Trust | 0.02% | No change | 760 | $147K |
| Bank of Montreal | 0.00% | No change | 617 | $119K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.5% | 610 | $118K |
| PrairieView Partners, LLC | 0.01% | No change | 581 | $112K |
| California State Teachers Retirement System | 0.00% | No change | 523 | $101K |
| Eagle Bay Advisors LLC | 0.06% | No change | 480 | $93K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +558.6% | 461 | $89K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 440 | $85K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -7.5% | 432 | $84K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 380 | $74K |
"% 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.