Ish Low Car Opt Ms Ac ETF-USCRBNETF
13F holders, Q1 2025 (March 31)124holders −3
8new positions
12sold out
1famous investor
$191.21avg. 13F price*
At the end of Q1 2025, 124 institutions reported holding Ish Low Car Opt Ms Ac ETF-US (CRBN) in their 13F filings, down 3 from Q4 2024. 8 opened new positions and 12 sold out. The largest holders were Betterment LLC ($248.1M), Morgan Stanley ($37.6M) and Bank of America Corp. ($24.2M). 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 2025)
- CUSIP
- 46434V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.6M |
| Exits | 12 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 79,709 shares bought and 86,586 shares sold, net −6,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Betterment LLC | 0.59% | Reduce -0.1% | 1,297,812 | $248.1M |
| Morgan Stanley | 0.00% | Add +0.5% | 196,416 | $37.6M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 126,666 | $24.2M |
| Aspiriant, LLC | 0.75% | Add +7.1% | 113,201 | $21.6M |
| Allianz SE | 0.53% | No change | 103,015 | $19.7M |
| Investure, LLC | 1.29% | No change | 101,821 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 70,919 | $13.6M |
| UBS Group AG | 0.00% | Reduce -1.3% | 41,879 | $8.0M |
| National Philanthropic Trust | 0.08% | Reduce -17.5% | 26,268 | $5.0M |
| Flow Traders U.S. LLC | 0.21% | New | 25,478 | $4.9M |
| BSW Wealth Partners | 0.72% | Add +0.3% | 24,877 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.0% | 24,838 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +4.8% | 24,741 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -29.4% | 21,755 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 20,213 | $3.9M |
| AlTi Global, Inc. | 0.10% | Reduce -3.2% | 18,984 | $3.6M |
| Citadel Advisors | 0.00% | Add +8.0% | 18,558 | $3.5M |
| Coldstream Capital Management Inc. | 0.07% | No change | 18,305 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +703.2% | 17,631 | $3.4M |
| LPL Financial LLC | 0.00% | Add +1.8% | 14,986 | $2.9M |
| BlackRock, Inc. | 0.00% | Add +517.5% | 13,295 | $2.5M |
| Stonehearth Capital Management, LLC | 1.03% | Reduce -25.7% | 12,993 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Add +0.6% | 12,887 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.7% | 12,351 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +6.8% | 12,177 | $2.3M |
| University of Maryland Foundation, Inc. | 1.22% | No change | 10,000 | $1.9M |
| Gould Asset Management LLC | 0.39% | Reduce -0.7% | 9,960 | $1.9M |
| Van Hulzen Asset Management, LLC | 0.17% | Add +13.9% | 9,857 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.0% | 9,636 | $1.8M |
| Gradient Investments LLC | 0.04% | Reduce -4.8% | 9,313 | $1.8M |
| Creative Planning | 0.00% | Add +30.0% | 8,363 | $1.6M |
| Albion Financial Group | 0.11% | No change | 7,825 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -81.3% | 7,367 | $1.4M |
| Cardinal Point Capital Management ULC | 0.12% | Add +2.3% | 7,025 | $1.3M |
| Smartleaf Asset Management LLC | 0.11% | Reduce -20.7% | 6,153 | $1.2M |
| HighTower Advisors, LLC | 0.00% | No change | 5,489 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.37% | Add +5.6% | 5,266 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 5,163 | $987K |
| Plum Street Advisors, LLC | 0.47% | Reduce -2.1% | 5,129 | $981K |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.9% | 5,125 | $980K |
| Northern Trust Corp. | 0.00% | Add +0.8% | 5,056 | $967K |
| Long Run Wealth Advisors, LLC | 0.22% | Reduce -5.5% | 5,011 | $958K |
| Focus Partners Wealth | 0.00% | Add +3.1% | 4,879 | $933K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.5% | 4,802 | $918K |
| Ritholtz Wealth Management | 0.03% | Reduce -2.3% | 4,589 | $877K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.4% | 4,393 | $840K |
| Jones Financial Companies LLLP | 0.00% | Add +149.6% | 4,321 | $825K |
| FMR LLC | 0.00% | Add +1.1% | 4,188 | $801K |
| Ally Invest Advisors Inc. | 0.07% | Add +23.4% | 3,989 | $763K |
| Dohj, LLC | 0.17% | Reduce -11.3% | 3,919 | $749K |
| Westmount Partners, LLC | 0.22% | Add +1.0% | 3,854 | $737K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,566 | $682K |
| Raymond James Financial Inc. | 0.00% | Reduce -9.9% | 3,438 | $657K |
| Composition Wealth, LLC | 0.01% | Reduce -11.8% | 3,158 | $604K |
| North Berkeley Wealth Management, LLC | 0.60% | No change | 3,032 | $580K |
| Baird Financial Group, Inc. | 0.00% | No change | 2,553 | $488K |
| Monterey Private Wealth, Inc. | 0.14% | No change | 2,491 | $476K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.9% | 2,461 | $470K |
| MML Investors Services, LLC | 0.00% | Reduce -21.2% | 2,376 | $454K |
| TD Private Client Wealth LLC | 0.01% | Reduce -7.3% | 2,368 | $453K |
| Clearstead Advisors, LLC | 0.01% | Add +43.1% | 2,359 | $451K |
| Brighton Jones LLC | 0.01% | No change | 2,277 | $435K |
| Patten Group, Inc. | 0.09% | Reduce -3.0% | 2,135 | $408K |
| Certuity, LLC | 0.04% | No change | 2,090 | $399K |
| Relyea Zuckerberg Hanson LLC | 0.05% | No change | 1,931 | $369K |
| Farther Finance Advisors, LLC | 0.01% | New | 1,787 | $343K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -10.7% | 1,734 | $332K |
| Belpointe Asset Management LLC | 0.02% | Add +21.4% | 1,702 | $325K |
| Prudential PLC | 0.00% | No change | 1,700 | $325K |
| Transcend Capital Advisors, LLC | 0.02% | Add +3.3% | 1,570 | $300K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | No change | 1,554 | $297K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 1,199 | $294K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 1,480 | $283K |
| Glenmede Trust Co. NA | 0.00% | Reduce -75.1% | 1,440 | $275K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.1% | 1,435 | $274K |
| Merit Financial Group, LLC | 0.00% | Reduce -10.2% | 1,369 | $262K |
| KilterHowling LLC | 0.16% | Reduce -10.1% | 1,278 | $250K |
| TruNorth Capital Management, LLC | 0.06% | No change | 1,300 | $249K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 1,247 | $238K |
| Ameritas Advisory Services, LLC | 0.01% | Add +1.7% | 1,192 | $228K |
| &partners | 0.00% | Reduce -16.1% | 1,165 | $222K |
| Cerity Partners LLC | 0.00% | New | 1,063 | $203K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,007 | $193K |
| US Bancorp \de | 0.00% | No change | 960 | $184K |
| Comerica Bank | 0.00% | No change | 844 | $161K |
| EP Wealth Advisors, LLC | 0.00% | No change | 805 | $154K |
| Parkside Financial Bank & Trust | 0.02% | No change | 760 | $145K |
| AdvisorNet Financial, Inc | 0.01% | Add +8.2% | 660 | $126K |
| Bank of Montreal | 0.00% | No change | 617 | $118K |
| PrairieView Partners, LLC | 0.01% | No change | 581 | $111K |
| California State Teachers Retirement System | 0.00% | No change | 523 | $100K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +23.7% | 459 | $88K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 440 | $84K |
| Proffitt & Goodson Inc. | 0.01% | No change | 432 | $83K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -15.2% | 391 | $75K |
| Investors Research Corp | 0.01% | No change | 362 | $69K |
| Legacies Wealth LLC | 0.05% | Add +157.9% | 361 | $69K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.5% | 306 | $59K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $57K |
| Cwm, LLC | 0.00% | No change | 297 | $57K |
"% 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.