Ish Low Car Opt Ms Ac ETF-USCRBNETF
13F holders, Q4 2025 (December 31)129holders −9
7new positions
21sold out
1famous investor
$230.54avg. 13F price*
At the end of Q4 2025, 129 institutions reported holding Ish Low Car Opt Ms Ac ETF-US (CRBN) in their 13F filings, down 9 from Q3 2025. 7 opened new positions and 21 sold out. The largest holders were Betterment LLC ($300.6M), Morgan Stanley ($48.0M) and Aspiriant, LLC ($26.9M). 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 (Q4 2025)
- CUSIP
- 46434V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.6M |
| Exits | 21 | $13.6M |
All 13F filers, Q3 2025 → Q4 2025: 94,467 shares bought and 82,754 shares sold, net +11,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Betterment LLC | 0.57% | Add +0.9% | 1,303,736 | $300.6M |
| Morgan Stanley | 0.00% | Add +1.9% | 208,394 | $48.0M |
| Aspiriant, LLC | 0.77% | Add +1.7% | 116,572 | $26.9M |
| Allianz SE | 0.32% | Add +6.3% | 109,015 | $25.1M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 105,790 | $24.4M |
| Investure, LLC | 1.34% | Add +1.4% | 104,151 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 62,162 | $14.3M |
| Wells Fargo & Company | 0.00% | Add +8.9% | 48,123 | $11.1M |
| BSW Wealth Partners | 1.09% | Add +31.3% | 39,542 | $9.1M |
| UBS Group AG | 0.00% | Reduce -6.0% | 37,280 | $8.6M |
| National Philanthropic Trust | 0.07% | Add +19.8% | 29,935 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -25.4% | 26,983 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 24,716 | $5.7M |
| AlTi Global, Inc. | 0.11% | Add +23.0% | 23,200 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +85.4% | 21,070 | $4.9M |
| BlackRock, Inc. | 0.00% | Add +64.3% | 20,973 | $4.8M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -0.2% | 18,105 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 15,699 | $3.6M |
| Stonehearth Capital Management, LLC | 1.28% | Reduce -0.6% | 15,041 | $3.5M |
| Wealthfront Advisers LLC | 0.01% | Add +3.5% | 14,112 | $3.3M |
| Van Hulzen Asset Management, LLC | 0.20% | Add +39.7% | 11,757 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +92.1% | 11,103 | $2.6M |
| Midwest Financial Partners Investments, Inc. | 1.41% | — | 10,989 | $2.5M |
| University of Maryland Foundation, Inc. | 43.29% | No change | 10,000 | $2.3M |
| Gould Asset Management LLC | 0.38% | Reduce -1.2% | 9,410 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 9,306 | $2.1M |
| Creative Planning | 0.00% | Add +4.4% | 8,743 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.8% | 8,695 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +111.6% | 8,599 | $2.0M |
| Gradient Investments LLC | 0.03% | Add +5.6% | 7,942 | $1.8M |
| AQR Capital Management | 0.00% | No change | 7,344 | $1.7M |
| Albion Financial Group | 0.10% | Reduce -8.4% | 7,283 | $1.7M |
| Cardinal Point Capital Management ULC | 0.11% | Reduce -1.2% | 6,998 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +7.2% | 6,918 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.2% | 6,023 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 5,163 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.33% | Reduce -0.5% | 5,137 | $1.2M |
| Northern Trust Corp. | 0.00% | No change | 4,995 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 4,970 | $1.1M |
| Plum Street Advisors, LLC | 0.39% | Reduce -3.5% | 4,724 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +50.0% | 4,689 | $1.1M |
| Long Run Wealth Advisors, LLC | 0.20% | Add +0.3% | 4,553 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -2.6% | 4,328 | $998K |
| Westmount Partners, LLC | 0.24% | Add +3.5% | 4,208 | $970K |
| FMR LLC | 0.00% | Add +5.3% | 3,979 | $917K |
| Ally Invest Advisors Inc. | 0.06% | Add +0.4% | 3,716 | $857K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,566 | $822K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 3,460 | $798K |
| Composition Wealth, LLC | 0.01% | Reduce -2.5% | 3,386 | $781K |
| North Berkeley Wealth Management, LLC | 0.46% | Reduce -5.0% | 3,382 | $780K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.9% | 3,299 | $761K |
| Focus Partners Wealth | 0.00% | Add +90.8% | 3,047 | $702K |
| Ackerman Capital Advisors, LLC | 0.13% | No change | 2,849 | $657K |
| Baird Financial Group, Inc. | 0.00% | Add +3.5% | 2,643 | $609K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.7% | 2,285 | $527K |
| TD Private Client Wealth LLC | 0.01% | Reduce -3.5% | 2,217 | $511K |
| MML Investors Services, LLC | 0.00% | Reduce -7.5% | 2,200 | $507K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -6.9% | 2,181 | $506K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,128 | $490K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 2,008 | $463K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.7% | 1,998 | $461K |
| Clearstead Advisors, LLC | 0.01% | No change | 1,971 | $454K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +1.2% | 1,961 | $452K |
| Patten Group, Inc. | 0.08% | Reduce -2.5% | 1,897 | $437K |
| Golden State Wealth Management, LLC | 0.05% | Add +11.2% | 1,892 | $436K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.5% | 1,875 | $432K |
| Belpointe Asset Management LLC | 0.02% | No change | 1,833 | $423K |
| Certuity, LLC | 0.03% | Reduce -17.3% | 1,743 | $402K |
| Prudential PLC | 0.00% | No change | 1,700 | $392K |
| Cary Street Partners Financial LLC | 0.01% | New | 1,617 | $373K |
| Cerity Partners LLC | 0.00% | Add +28.9% | 1,529 | $352K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -0.8% | 1,438 | $331K |
| Glenmede Trust Co. NA | 0.00% | — | 1,417 | $327K |
| One Capital Management, LLC | 0.01% | Add +15.0% | 1,374 | $317K |
| Financial Futures Ltd Liability Co. | 0.14% | Add +12.2% | 1,313 | $303K |
| Merit Financial Group, LLC | 0.00% | Reduce -1.7% | 1,303 | $300K |
| TruNorth Capital Management, LLC | 0.06% | No change | 1,300 | $300K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,300 | $300K |
| KilterHowling LLC | 0.15% | Reduce -4.0% | 1,258 | $290K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,194 | $275K |
| Widmann Financial Services, Inc. | 0.16% | Add +3.1% | 1,145 | $264K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.0% | 1,073 | $247K |
| Comerica Bank | 0.00% | Reduce -2.0% | 974 | $225K |
| Goldman Sachs Group Inc. | 0.00% | New | 971 | $224K |
| US Bancorp \de | 0.00% | No change | 960 | $221K |
| Kraft, Davis & Associates, LLC | 0.05% | No change | 931 | $219K |
| Mandatum Life Insurance Co Ltd | 0.05% | No change | 925 | $213K |
| Creekside Partners | 0.09% | Add +1.0% | 915 | $211K |
| Howard Financial Services, LTD. | 0.02% | Reduce -12.6% | 907 | $209K |
| Ameritas Advisory Services, LLC | 0.01% | New | 878 | $202K |
| Atomic Invest LLC | 0.11% | — | 818 | $190K |
| Parkside Financial Bank & Trust | 0.01% | No change | 760 | $175K |
| AdvisorNet Financial, Inc | 0.01% | Add +3.0% | 727 | $168K |
| Legacies Wealth LLC | 0.09% | Reduce -2.0% | 682 | $157K |
| Bank of Montreal | 0.00% | No change | 617 | $142K |
| Harbour Investments, Inc. | 0.00% | Add +1907.4% | 542 | $125K |
| California State Teachers Retirement System | 0.00% | No change | 523 | $121K |
| Meramec Financial Planners, LLC | 0.04% | — | 441 | $105K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 440 | $101K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 391 | $92K |
"% 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.