Ish Low Car Opt Ms Ac ETF-USCRBNETF
13F holders, Q2 2025 (June 30)137holders +13
16new positions
4sold out
1famous investor
$211.78avg. 13F price*
At the end of Q2 2025, 137 institutions reported holding Ish Low Car Opt Ms Ac ETF-US (CRBN) in their 13F filings, up 13 from Q1 2025. 16 opened new positions and 4 sold out. The largest holders were Betterment LLC ($272.3M), Morgan Stanley ($42.8M) and Aspiriant, LLC ($24.0M). 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 (Q2 2025)
- CUSIP
- 46434V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $5.7M |
| Exits | 4 | $292K |
All 13F filers, Q1 2025 → Q2 2025: 105,980 shares bought and 91,830 shares sold, net +14,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| Betterment LLC | 0.58% | Reduce -0.9% | 1,285,649 | $272.3M |
| Morgan Stanley | 0.00% | Add +2.8% | 201,932 | $42.8M |
| Aspiriant, LLC | 0.76% | Add +0.3% | 113,526 | $24.0M |
| Bank of America Corp. | 0.00% | Reduce -13.3% | 109,812 | $23.3M |
| Investure, LLC | 1.66% | Add +0.8% | 102,661 | $21.7M |
| Allianz SE | 0.50% | Reduce -3.9% | 99,015 | $21.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 70,585 | $15.0M |
| UBS Group AG | 0.00% | Reduce -2.3% | 40,934 | $8.7M |
| Wells Fargo & Company | 0.00% | Add +111.4% | 37,265 | $7.9M |
| National Philanthropic Trust | 0.10% | Add +38.5% | 36,387 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | Add +65.3% | 35,971 | $7.6M |
| BSW Wealth Partners | 0.81% | Add +12.5% | 27,991 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 25,142 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 20,223 | $4.3M |
| AlTi Global, Inc. | 0.10% | Reduce -3.6% | 18,304 | $3.9M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -0.3% | 18,251 | $3.9M |
| Flow Traders U.S. LLC | 0.13% | Reduce -35.7% | 16,372 | $3.5M |
| Jane Street Group, LLC | 0.01% | Add +114.7% | 15,818 | $3.4M |
| LPL Financial LLC | 0.00% | Add +3.4% | 15,498 | $3.3M |
| Stonehearth Capital Management, LLC | 1.33% | Add +17.0% | 15,205 | $3.2M |
| Arax Advisory Partners | 0.15% | New | 15,148 | $3.2M |
| Wealthfront Advisers LLC | 0.01% | Add +2.3% | 13,182 | $2.8M |
| BlackRock, Inc. | 0.00% | Reduce -4.0% | 12,761 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +3.4% | 12,585 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.0% | 12,101 | $2.6M |
| University of Maryland Foundation, Inc. | 12.79% | No change | 10,000 | $2.1M |
| Gould Asset Management LLC | 0.41% | Reduce -1.8% | 9,785 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.5% | 9,300 | $2.0M |
| Van Hulzen Asset Management, LLC | 0.16% | Reduce -9.6% | 8,916 | $1.9M |
| Creative Planning | 0.00% | Add +1.3% | 8,471 | $1.8M |
| Albion Financial Group | 0.11% | Add +0.6% | 7,870 | $1.7M |
| Gradient Investments LLC | 0.03% | Reduce -18.0% | 7,639 | $1.6M |
| Composition Wealth, LLC | 0.02% | Add +121.9% | 7,009 | $1.5M |
| Cardinal Point Capital Management ULC | 0.12% | Reduce -1.7% | 6,905 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +23.1% | 6,006 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +17.2% | 6,005 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +26.1% | 5,448 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.38% | Add +2.2% | 5,380 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 5,163 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.4% | 5,158 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -79.5% | 5,072 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.6% | 5,070 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 4,995 | $1.1M |
| Plum Street Advisors, LLC | 0.47% | Reduce -2.8% | 4,984 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -74.2% | 4,789 | $1.0M |
| Long Run Wealth Advisors, LLC | 0.21% | Reduce -4.7% | 4,775 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +24.8% | 4,290 | $909K |
| North Berkeley Wealth Management, LLC | 0.81% | Add +37.1% | 4,157 | $881K |
| Westmount Partners, LLC | 0.23% | Add +1.0% | 3,891 | $824K |
| FMR LLC | 0.00% | Reduce -10.8% | 3,735 | $791K |
| Ritholtz Wealth Management | 0.02% | Reduce -18.6% | 3,734 | $791K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,566 | $755K |
| Ally Invest Advisors Inc. | 0.06% | Reduce -14.3% | 3,419 | $724K |
| Dohj, LLC | 0.21% | Reduce -1.3% | 3,870 | $723K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.3% | 3,283 | $696K |
| Ackerman Capital Advisors, LLC | 0.14% | New | 2,849 | $603K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -56.3% | 2,689 | $566K |
| Baird Financial Group, Inc. | 0.00% | No change | 2,553 | $541K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 2,484 | $526K |
| MML Investors Services, LLC | 0.00% | Add +1.3% | 2,406 | $510K |
| TD Private Client Wealth LLC | 0.01% | Add +1.6% | 2,405 | $509K |
| Brighton Jones LLC | 0.01% | Add +0.8% | 2,296 | $486K |
| Geneos Wealth Management Inc. | 0.01% | Add +1154.2% | 2,245 | $475K |
| Certuity, LLC | 0.04% | Add +0.8% | 2,107 | $446K |
| Patten Group, Inc. | 0.09% | Reduce -2.8% | 2,076 | $440K |
| Clearstead Advisors, LLC | 0.01% | Reduce -16.4% | 1,971 | $417K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.4% | 1,938 | $411K |
| Belpointe Asset Management LLC | 0.02% | Add +7.6% | 1,832 | $388K |
| Prudential PLC | 0.00% | No change | 1,700 | $360K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -2.3% | 1,694 | $359K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.8% | 1,683 | $356K |
| Transcend Capital Advisors, LLC | 0.03% | Add +3.6% | 1,627 | $345K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -0.8% | 1,542 | $327K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.3% | 1,485 | $315K |
| Modera Wealth Management, LLC | 0.00% | New | 1,466 | $311K |
| Glenmede Investment Management, LP | 0.00% | — | 1,440 | $305K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -2.4% | 1,401 | $297K |
| EP Wealth Advisors, LLC | 0.00% | Add +70.7% | 1,374 | $291K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.9% | 1,330 | $282K |
| TruNorth Capital Management, LLC | 0.06% | No change | 1,300 | $275K |
| KilterHowling LLC | 0.16% | Add +0.9% | 1,289 | $273K |
| Financial Futures Ltd Liability Co. | 0.13% | New | 1,127 | $239K |
| Widmann Financial Services, Inc. | 0.16% | New | 1,110 | $235K |
| Cerity Partners LLC | 0.00% | Add +0.8% | 1,072 | $227K |
| Howard Financial Services, LTD. | 0.03% | New | 1,043 | $221K |
| Retirement Income Solutions, Inc. | 0.04% | Reduce -13.4% | 1,038 | $220K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.5% | 1,032 | $219K |
| MRA Advisory Group | 0.10% | New | 1,022 | $216K |
| &partners | 0.00% | Reduce -14.1% | 1,001 | $212K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 974 | $210K |
| US Bancorp \de | 0.00% | No change | 960 | $203K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -19.6% | 958 | $203K |
| Comerica Bank | 0.00% | Add +10.1% | 929 | $197K |
| Parkside Financial Bank & Trust | 0.02% | No change | 760 | $161K |
| Choate Investment Advisors | 0.00% | New | 735 | $156K |
| Legacies Wealth LLC | 0.10% | Add +92.8% | 696 | $147K |
| AdvisorNet Financial, Inc | 0.01% | Add +5.2% | 694 | $147K |
| Bank of Montreal | 0.00% | No change | 617 | $131K |
| PrairieView Partners, LLC | 0.01% | No change | 581 | $123K |
| California State Teachers Retirement System | 0.00% | No change | 523 | $111K |
"% 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.