Ish Low Car Opt Ms Ac ETF-USCRBNETF
13F holders, Q1 2026 (March 31)129holders
11new positions
8sold out
1famous investor
$222.87avg. 13F price*
At the end of Q1 2026, 129 institutions reported holding Ish Low Car Opt Ms Ac ETF-US (CRBN) in their 13F filings, unchanged from Q4 2025. 11 opened new positions and 8 sold out. The largest holders were Betterment LLC ($290.0M), Morgan Stanley ($46.6M) and Aspiriant, LLC ($26.6M). 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 (Q1 2026)
- CUSIP
- 46434V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $17.9M |
| Exits | 8 | $851K |
All 13F filers, Q4 2025 → Q1 2026: 151,760 shares bought and 51,283 shares sold, net +100,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Betterment LLC | 0.55% | Reduce -0.2% | 1,301,436 | $290.0M |
| Morgan Stanley | 0.00% | Add +0.5% | 209,367 | $46.6M |
| Aspiriant, LLC | 0.76% | Add +2.3% | 119,285 | $26.6M |
| Allianz SE | 0.27% | No change | 109,015 | $24.3M |
| Bank of America Corp. | 0.00% | Add +0.5% | 106,335 | $23.7M |
| Investure, LLC | 1.14% | No change | 104,151 | $23.2M |
| Alliancebernstein L.P. | 0.01% | New | 73,665 | $17.0M |
| UBS Group AG | 0.00% | Add +80.1% | 67,155 | $15.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 59,434 | $12.9M |
| BSW Wealth Partners | 1.28% | Add +19.2% | 47,144 | $10.5M |
| Wells Fargo & Company | 0.00% | Reduce -27.8% | 34,729 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Add +29.3% | 31,967 | $7.1M |
| National Philanthropic Trust | 0.07% | Add +4.3% | 31,222 | $7.0M |
| Royal Bank of Canada | 0.00% | Add +40.6% | 29,627 | $6.6M |
| BlackRock, Inc. | 0.00% | Add +0.5% | 21,083 | $4.7M |
| AlTi Global, Inc. | 0.10% | Reduce -12.8% | 20,229 | $4.5M |
| Coldstream Capital Management Inc. | 0.05% | No change | 18,105 | $4.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.5% | 16,584 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -3.0% | 15,221 | $3.4M |
| Stonehearth Capital Management, LLC | 1.26% | Reduce -5.3% | 14,248 | $3.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.1% | 13,957 | $3.1M |
| Van Hulzen Asset Management, LLC | 0.22% | Add +15.3% | 13,550 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +12.4% | 12,483 | $2.8M |
| Midwest Financial Partners Investments, Inc. | 1.35% | Add +3.7% | 11,394 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +22.3% | 10,632 | $2.4M |
| University of Maryland Foundation, Inc. | 43.68% | No change | 10,000 | $2.2M |
| Gould Asset Management LLC | 0.34% | Reduce -7.3% | 8,720 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +16.9% | 8,084 | $1.7M |
| Gradient Investments LLC | 0.03% | Reduce -1.4% | 7,834 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.3% | 7,699 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +24.4% | 7,492 | $1.7M |
| AQR Capital Management | 0.00% | No change | 7,344 | $1.6M |
| Albion Financial Group | 0.11% | Add +0.5% | 7,318 | $1.6M |
| Creative Planning | 0.00% | Reduce -17.4% | 7,226 | $1.6M |
| Cardinal Point Capital Management ULC | 0.09% | Reduce -1.9% | 6,868 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +14.5% | 5,689 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.33% | Add +2.1% | 5,244 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.4% | 5,183 | $1.2M |
| Northern Trust Corp. | 0.00% | No change | 4,995 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.8% | 4,962 | $1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +276.5% | 4,894 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 4,363 | $972K |
| Raymond James Financial Inc. | 0.00% | Reduce -50.8% | 4,231 | $943K |
| Westmount Partners, LLC | 0.23% | Reduce -1.9% | 4,127 | $920K |
| Ally Invest Advisors Inc. | 0.06% | Add +6.0% | 3,938 | $878K |
| FMR LLC | 0.00% | Reduce -1.9% | 3,903 | $870K |
| Plum Street Advisors, LLC | 0.30% | Reduce -18.8% | 3,838 | $855K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,566 | $795K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 3,564 | $794K |
| North Berkeley Wealth Management, LLC | 0.39% | Reduce -0.9% | 3,353 | $747K |
| Ritholtz Wealth Management | 0.01% | No change | 3,299 | $735K |
| Focus Partners Wealth | 0.00% | Add +4.9% | 3,195 | $712K |
| Composition Wealth, LLC | 0.01% | Reduce -9.9% | 3,051 | $680K |
| Ackerman Capital Advisors, LLC | 0.13% | No change | 2,849 | $635K |
| Baird Financial Group, Inc. | 0.00% | Add +1.1% | 2,673 | $596K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 2,327 | $519K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,128 | $474K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,971 | $439K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 1,961 | $437K |
| MML Investors Services, LLC | 0.00% | Reduce -11.3% | 1,951 | $435K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 1,875 | $418K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -1.7% | 1,860 | $414K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -12.5% | 1,908 | $413K |
| Brighton Jones LLC | 0.01% | New | 1,825 | $407K |
| Patten Group, Inc. | 0.07% | Reduce -4.5% | 1,812 | $404K |
| Belpointe Asset Management LLC | 0.01% | Reduce -1.4% | 1,807 | $403K |
| Certuity, LLC | 0.03% | No change | 1,743 | $388K |
| TD Private Client Wealth LLC | 0.01% | Reduce -24.2% | 1,681 | $375K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.2% | 1,655 | $373K |
| Legacies Wealth LLC | 0.22% | Add +124.8% | 1,533 | $342K |
| Cerity Partners LLC | 0.00% | No change | 1,529 | $341K |
| Financial Futures Ltd Liability Co. | 0.15% | Add +15.7% | 1,519 | $339K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.5% | 1,396 | $311K |
| KilterHowling LLC | 0.15% | Add +9.1% | 1,372 | $306K |
| Merit Financial Group, LLC | 0.00% | No change | 1,303 | $290K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -12.0% | 1,265 | $282K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -38.6% | 1,233 | $275K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.3% | 1,190 | $265K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -28.1% | 1,162 | $259K |
| Widmann Financial Services, Inc. | 0.15% | No change | 1,145 | $255K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.9% | 1,083 | $241K |
| Prudential PLC | 0.00% | Reduce -39.5% | 1,029 | $229K |
| Kraft, Davis & Associates, LLC | 0.05% | No change | 931 | $227K |
| Fifth Third Bancorp | 0.00% | New | 974 | $217K |
| Goldman Sachs Group Inc. | 0.00% | No change | 971 | $216K |
| US Bancorp \de | 0.00% | No change | 960 | $214K |
| Mandatum Life Insurance Co Ltd | 0.05% | No change | 925 | $206K |
| Creekside Partners | 0.08% | No change | 915 | $204K |
| One Capital Management, LLC | 0.01% | Reduce -33.8% | 909 | $203K |
| Harbour Investments, Inc. | 0.00% | Add +51.5% | 821 | $183K |
| Parkside Financial Bank & Trust | 0.01% | No change | 760 | $169K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.1% | 742 | $165K |
| Bank of Montreal | 0.00% | No change | 617 | $137K |
| Advisory Services Network, LLC | 0.00% | New | 590 | $131K |
| California State Teachers Retirement System | 0.00% | No change | 523 | $117K |
| Meramec Financial Planners, LLC | 0.04% | No change | 441 | $107K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 391 | $88K |
| Proffitt & Goodson Inc. | 0.01% | No change | 391 | $87K |
| Cwm, LLC | 0.00% | Add +25.9% | 374 | $83K |
| Investors Research Corp | 0.02% | No change | 362 | $81K |
"% 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.