CRBN institutional holders

ISHARES LOW CARBON OPTIMIZED M · 13F, 2026Q2

Managers holding137
Shares held2,877,680
Reported value$725.2m
Quarter flows15 new, 57 added, 27 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Betterment LLC1,306,320$330.5m0.6%
MORGAN STANLEY210,064$53.1m0.0%
UBS Group AG165,819$41.9m0.0%
ASPIRIANT, LLC122,719$31.0m0.8%
Allianz SE114,015$28.8m0.3%
BANK OF AMERICA CORP /DE/105,867$26.8m0.0%
Investure, LLC104,863$26.5m1.7%
ALLIANCEBERNSTEIN L.P.86,521$19.3m0.0%
JPMORGAN CHASE & CO58,149$14.6m0.0%
BSW Wealth Partners55,343$14.0m1.6%
ROYAL BANK OF CANADA48,746$12.3m0.0%
WELLS FARGO & COMPANY/MN35,434$9.0m0.0%
National Philanthropic Trust32,130$8.1m0.1%
AMERIPRISE FINANCIAL INC30,255$7.7m0.0%
AlTi Global, Inc.22,274$5.6m0.1%
COLDSTREAM CAPITAL MANAGEMENT INC18,105$4.6m0.0%
LPL Financial LLC15,622$4.0m0.0%
Cambridge Investment Research Advisors, Inc.15,432$3.9m0.0%
MERCER GLOBAL ADVISORS INC /ADV15,141$3.8m0.0%
Stonehearth Capital Management, LLC14,252$3.6m1.2%
Wealthfront Advisers LLC14,093$3.6m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP12,826$3.2m0.0%
Van Hulzen Asset Management, LLC12,767$3.2m0.2%
JANE STREET GROUP, LLC12,642$3.2m0.0%
OSAIC HOLDINGS, INC.12,618$3.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CRBN"). CRBN price history · All 13F data

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