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Disclosery

CRBN ISHARES TR

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SHS (fund)

137 managers (138 13F filers) reported a position in CRBN shares at 2026-06-30, 2,870,737 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
137
13F filers
138
New
13
Added
56
Reduced
28
Sold out
5
Shares held by filers
2,870,737

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Betterment LLC1,306,320$330M0.56%+4,88413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY210,064$53.1M<0.01%+69713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding170,713$43.2M+98,664Timeline
ASPIRIANT, LLC122,719$31M0.77%+3,43413F-HRTimeline
Allianz SEin group Allianz SE114,015$28.8M0.3%+5,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/105,867$26.8M<0.01%-46813F-HRTimelineGroup
Investure, LLC104,863$26.5M1.66%+71213F-HRTimeline
ALLIANCEBERNSTEIN L.P.86,521$19.3M0.01%+12,85613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58,149$14.6M<0.01%-1,28513F-HRTimelineGroup
BSW Wealth Partners55,343$14M1.56%+8,19913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,746$12.3M<0.01%+19,11913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,434$8.96M<0.01%+70513F-HRTimelineGroup
National Philanthropic Trust32,130$8.13M0.12%+90813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,255$7.65M<0.01%-1,71213F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.22,274$5.63M0.12%+2,04513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18,105$4.58M0.06%013F-HRTimeline
LPL Financial LLC15,622$3.95M<0.01%+40113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,141$3.83M<0.01%+4,50913F-HR/ATimeline
Stonehearth Capital Management, LLC14,252$3.61M1.23%+413F-HRTimeline
Wealthfront Advisers LLC14,093$3.57M0.01%+13613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,826$3.24M<0.01%-3,75813F-HRTimelineGroup
Van Hulzen Asset Management, LLC12,767$3.23M0.23%-78313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,642$3.2M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,618$3.19M<0.01%+13513F-HRTimelineGroup
Midwest Financial Partners Investments,…11,929$3.02M1.25%+53513F-HRTimeline
University of Maryland Foundation, Inc.10,000$2.53M4.51%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,555$2.16M0.34%-16513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,696$2.15M<0.01%+61213F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC8,150$2.06M0.03%+31613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,967$2.02M<0.01%+26813F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,716$1.95M<0.01%+22413F-HR/ATimeline
ALBION FINANCIAL GROUP /UT7,344$1.86M0.11%+2613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,344$1.86M<0.01%013F-HRTimelineGroup
Arax Advisory Partners7,344$1.86M0.01%new13F-HRTimeline
Creative Planningin group Creative Planning7,274$1.84M<0.01%+4813F-HRTimelineGroup
Cardinal Point Capital Management ULC6,794$1.72M0.1%-7413F-HRTimeline
HighTower Advisors, LLC6,044$1.53M<0.01%+35513F-HRTimeline
Bond & Devick Financial Network, Inc.5,443$1.38M0.34%+19913F-HRTimeline
Steward Partners Investment Advisory, L…5,201$1.32M0.01%+1813F-HRTimeline
Cetera Investment Advisers5,065$1.28M<0.01%+70213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,034$1.27M<0.01%+7213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,995$1.26M<0.01%013F-HRTimelineGroup
Westmount Partners, LLC4,067$1.03M0.23%-6013F-HRTimeline
FMR LLCin group FMR LLC3,972$1M<0.01%+6913F-HRTimelineGroup
Ally Invest Advisors Inc.3,918$991K0.06%-2013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,826$968K<0.01%+26213F-HRTimeline
Plum Street Advisors, LLC3,747$948K0.3%-9113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,566$902K0.02%013F-HRTimeline
North Berkeley Wealth Management, LLC3,369$852K0.34%+1613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,344$846K<0.01%+14913F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT3,299$835K0.01%013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,146$796K<0.01%-1,08513F-HRTimelineGroup
Composition Wealth, LLC3,079$779K0.01%+2813F-HRTimeline
Ackerman Capital Advisors, LLC2,849$721K0.15%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,673$676K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,444$618K<0.01%+49313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,354$596K<0.01%+2713F-HRTimelineGroup
Geneos Wealth Management Inc.2,128$538K0.01%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,972$499K0.04%+1113F-HR/ATimeline
Clearstead Advisors, LLC1,971$499K<0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,913$484K<0.01%+3813F-HRTimelineGroup
Smartleaf Asset Management LLC1,908$479K0.02%013F-HRTimeline
BRIGHTON JONES LLC1,837$465K0.01%+1213F-HRTimeline
Golden State Wealth Management, LLC1,829$463K0.04%-3113F-HRTimeline
Patten Group, Inc.1,803$456K0.07%-913F-HRTimeline
CERTUITY, LLC1,755$444K0.02%+1213F-HRTimeline
Belpointe Asset Management LLC1,718$435K0.01%-8913F-HRTimeline
Farther Finance Advisors, LLC1,686$427K<0.01%+3113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,624$411K0.01%-5713F-HRTimeline
Legacies Wealth LLC1,588$402K0.22%+5513F-HRTimeline
Ellenbecker Investment Group1,472$372K0.04%new13F-HRTimeline
Merit Financial Group, LLC1,421$360K<0.01%+11813F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC1,410$357K<0.01%-11913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,396$353K<0.01%013F-HRTimelineGroup
KilterHowling LLC1,294$327K0.15%-7813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,265$320K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,260$319K<0.01%+17713F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,233$312K0.01%013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,224$310K0.01%+6213F-HRTimelineGroup
Financial Futures Ltd Liability Co.1,206$305K0.12%-31313F-HRTimeline
EP Wealth Advisors, LLC1,175$297K<0.01%-1513F-HRTimeline
Widmann Financial Services, Inc.1,145$290K0.16%013F-HRTimeline
TruNorth Capital Management, LLC1,003$254K0.04%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…989$250K<0.01%+1513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC971$246K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\960$243K<0.01%013F-HRTimelineGroup
Kraft, Davis & Associates, LLC932$234K0.05%+113F-HRTimeline
Mandatum Life Insurance Co Ltd925$234K0.04%013F-HRTimeline
Creekside Partners885$224K0.08%-3013F-HRTimeline
&PARTNERS879$222K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC844$213K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.827$209K<0.01%+613F-HRTimeline
NOTTINGHAM ADVISORS, INC.823$205K0.02%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.806$204K0.02%new13F-HRTimeline
One Capital Management, LLC909$203K0.01%013F-HRTimeline
Atomic Invest LLC794$199K0.02%-2413F-HRTimeline
AdvisorNet Financial, Inc752$190K0.01%+1013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/634$160K<0.01%+1713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…523$132K<0.01%013F-HR/ATimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC439$111K<0.01%-59013F-HRTimelineGroup
Meramec Financial Planners, LLC444$111K0.04%+313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC391$98.6K<0.01%013F-HRTimeline
Investors Research Corp362$91.6K0.02%013F-HRTimeline
PROFFITT & GOODSON INC353$89.3K0.01%-3813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…283$71.6K<0.01%-413F-HRTimelineGroup
Community Financial Services Group, LLC272$68.5K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…247$62.5K<0.01%+213F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC210$53.1K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$50.6K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC163$41.2K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.162$41K<0.01%+113F-HRTimeline
Signature Equity Partners, LLC133$33.6K0.02%new13F-HRTimeline
Brooklyn FI, LLC126$31.8K0.01%new13F-HRTimeline
Larson Financial Group LLC115$29.1K<0.01%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.110$27.8K<0.01%-20,97313F-HRTimelineGroup
Harbor Asset Planning, Inc.102$25.8K0.02%+113F-HRTimeline
Westside Investment Management, Inc.100$25.3K<0.01%-20013F-HRTimeline
Godfrey Financial Associates, Inc.94$23.8K0.02%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC84$21.2K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.80$20.2K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.76$19.1K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…60$15.2K<0.01%013F-HRTimeline
Financial Life Planners51$12.9K0.01%+113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC50$12.6K<0.01%-1513F-HRTimelineGroup
4Thought Financial Group Inc.49$12.4K0.01%-713F-HRTimeline
CX Institutional49$12K<0.01%013F-HRTimeline
Front Row Advisors LLC45$11.6K<0.01%013F-HRTimeline
Kroeger Financial Partners34$8.6K0.01%13F-HRTimeline
Crewe Advisors LLC29$7.45K<0.01%013F-HRTimeline
Archer Investment Corp21$5.31K<0.01%013F-HR/ATimeline
Rossby Financial, LCC18$4.55K<0.01%013F-HRTimeline
Westfuller Advisors, LLC17$4.34K<0.01%013F-HRTimeline
Community Bank, N.A.17$4.3K<0.01%013F-HRTimeline
Dunhill Financial, LLC15$3.79K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC11$2.78K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.7$1.77K<0.01%013F-HRTimeline
Global Retirement Partners, LLC2$506<0.01%13F-HRTimeline