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Disclosery

CRBN ISHARES TR

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SHS (fund)

128 managers (128 13F filers) reported a position in CRBN shares at 2024-12-31, 2,611,732 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
128
13F filers
128
New
8
Added
42
Reduced
41
Sold out
7
Shares held by filers
2,611,732

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC1,299,071$251M0.6%+9,06713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY195,387$37.8M<0.01%-62413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,416$24.9M<0.01%-94713F-HRTimelineGroup
ASPIRIANT, LLC105,698$20.5M0.74%+5,85813F-HRTimeline
Allianz SEin group Allianz SE103,015$20M0.52%-1,00013F-HRTimelineGroup
Investure, LLC101,821$19.7M1.17%+1,17113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72,802$14.1M<0.01%+58413F-HRTimelineGroup
UBS Group AGin group UBS Group AG42,421$8.21M<0.01%-5,72413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,296$7.61M0.01%-29,58413F-HRTimelineGroup
National Philanthropic Trust31,846$6.17M0.09%-12913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,807$5.96M0.01%-5,02613F-HRTimelineGroup
BSW Wealth Partners24,810$4.8M0.71%+1,56213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,601$4.76M<0.01%-3,59613F-HRTimelineGroup
Cetera Investment Advisers23,603$4.57M0.01%-2,19113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,890$4.04M<0.01%+65013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.19,618$3.8M0.09%-1,09413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18,305$3.54M0.08%-14013F-HRTimeline
Stonehearth Capital Management, LLC17,494$3.39M1.36%-40513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,191$3.33M<0.01%+9,13813F-HRTimelineGroup
LPL Financial LLC14,718$2.85M<0.01%+70413F-HRTimeline
Wealthfront Advisers LLC12,814$2.48M0.01%+55613F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,407$2.21M<0.01%-1,19913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,884$2.11M<0.01%+1,66013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,491$2.03M<0.01%-7813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,246$1.98M<0.01%+56313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/10,030$1.94M0.41%-5013F-HRTimeline
University of Maryland Foundation, Inc.10,000$1.94M1.09%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,786$1.89M0.04%+20013F-HRTimelineGroup
Van Hulzen Asset Management, LLC8,656$1.68M0.12%+30213F-HRTimeline
ALBION FINANCIAL GROUP /UT7,825$1.51M0.1%+6313F-HRTimeline
Smartleaf Asset Management LLC7,760$1.51M0.15%+1,60713F-HRTimeline
Cardinal Point Capital Management ULC6,865$1.33M0.21%+23013F-HRTimeline
Creative Planningin group Creative Planning6,435$1.25M<0.01%+31713F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,773$1.12M0.01%-3,84413F-HRTimelineGroup
HighTower Advisors, LLC5,489$1.06M<0.01%+66313F-HRTimeline
Long Run Wealth Advisors, LLC5,300$1.03M0.25%-22313F-HRTimeline
Plum Street Advisors, LLC5,240$1.01M0.5%-113F-HRTimeline
Steward Partners Investment Advisory, L…5,163$1000K0.01%-87113F-HRTimeline
Bond & Devick Financial Network, Inc.4,987$978K0.42%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,014$971K<0.01%+1913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth4,732$916K<0.01%+18913F-HR/ATimelineGroup
RITHOLTZ WEALTH MANAGEMENT4,695$909K0.03%-1,22513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,596$890K<0.01%+3713F-HRTimeline
DOHJ, LLC4,421$856K0.2%+11913F-HRTimeline
FMR LLCin group FMR LLC4,141$802K<0.01%+2,30813F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,088$791K<0.01%-213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,817$739K<0.01%13F-HR/ATimelineGroup
Westmount Partners, LLC3,816$739K0.22%+11013F-HRTimeline
Composition Wealth, LLC3,581$693K0.01%-37813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,566$690K0.02%013F-HRTimeline
Ally Invest Advisors Inc.3,234$626K0.05%+1113F-HRTimeline
North Berkeley Wealth Management, LLC3,032$587K0.6%13F-HRTimeline
MML INVESTORS SERVICES, LLC3,014$584K<0.01%+20113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,644$512K<0.01%+5613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC2,554$494K0.01%+69113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,553$494K<0.01%013F-HRTimelineGroup
Monterey Private Wealth, Inc.2,491$482K0.16%+2813F-HRTimeline
Wolf Group Capital Advisors2,864$448K0.22%013F-HRTimeline
BRIGHTON JONES LLC2,277$441K0.01%+2613F-HR/ATimeline
Patten Group, Inc.2,201$426K0.09%-27513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,195$425K<0.01%+69713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,153$417K<0.01%+7613F-HRTimelineGroup
CERTUITY, LLC2,090$405K0.04%+2413F-HRTimeline
Golden State Wealth Management, LLC1,941$376K0.06%13F-HRTimeline
Relyea Zuckerberg Hanson LLC1,931$374K0.05%+82313F-HRTimeline
Wharton Business Group, LLC1,795$347K0.02%-15513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,731$335K<0.01%+1,04513F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC1,700$329K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,648$319K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,554$301K0.02%-1613F-HR/ATimeline
Merit Financial Group, LLC1,525$295K0.01%-44113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,520$294K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,480$286K<0.01%+813F-HRTimelineGroup
KilterHowling LLC1,422$286K0.16%-15913F-HRTimeline
NorthCoast Asset Management LLC1,437$278K<0.01%-10,75813F-HR/ATimeline
&PARTNERS1,389$269K<0.01%013F-HRTimeline
Belpointe Asset Management LLC1,402$269K0.02%013F-HRTimeline
TruNorth Capital Management, LLC1,300$252K0.07%013F-HRTimeline
Atria Wealth Solutions, Inc.1,247$241K<0.01%-6313F-HRTimeline
WRAPMANAGER INC1,214$235K0.06%-14913F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,202$233K0.03%-32313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,199$232K0.05%new13F-HRTimeline
Equita Financial Network, Inc.1,189$230K0.08%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,172$227K0.01%+1113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,123$217K<0.01%-2813F-HRTimelineGroup
Kraft, Davis & Associates, LLC1,059$212K0.06%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\960$186K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS898$174K<0.01%-8113F-HRTimelineGroup
COMERICA BANK844$163K<0.01%-2,58713F-HR/ATimeline
EP Wealth Advisors, LLC805$156K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust760$147K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/617$119K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc610$118K0.01%+1513F-HRTimeline
PrairieView Partners, LLC581$112K0.01%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…523$101K<0.01%013F-HR/ATimeline
Eagle Bay Advisors LLC480$92.9K0.06%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC461$89.2K<0.01%+39113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC440$85.2K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC432$83.6K0.01%-3513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…380$73.5K<0.01%+113F-HRTimelineGroup
GPS Wealth Strategies Group, LLC371$71.9K0.01%-813F-HRTimeline
Investors Research Corp362$70.1K0.02%013F-HRTimeline
Westside Investment Management, Inc.300$58.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC297$57K<0.01%013F-HRTimelineGroup
Longview Financial Advisors LLC238$46.1K0.03%13F-HRTimeline
Geneos Wealth Management Inc.179$34.6K<0.01%-1213F-HRTimeline
Physician Wealth Advisors, Inc.170$32.8K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC152$29.4K<0.01%013F-HR/ATimelineGroup
Legacies Wealth LLC140$27.1K0.02%013F-HRTimeline
Larson Financial Group LLC112$21.6K<0.01%+213F-HRTimeline
Mattson Financial Services, LLC83$16.3K0.01%-2413F-HRTimeline
First Horizon Advisors, Inc.72$14K<0.01%-613F-HRTimeline
4Thought Financial Group Inc.71$13.8K0.01%-813F-HRTimeline
Raleigh Capital Management Inc.62$12K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…60$11.6K<0.01%013F-HRTimeline
Roxbury Financial LLC54$11K0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners52$10.1K<0.01%-3913F-HRTimelineGroup
Financial Life Planners49$9.55K0.01%13F-HRTimeline
Front Row Advisors LLC45$8.71K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41$7.97K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC29$5.54K<0.01%+113F-HRTimeline
MAI Capital Management25$4.84K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.23$4.45K<0.01%new13F-HRTimeline
Community Bank, N.A.17$3.29K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.12$2.32K<0.01%13F-HR/ATimeline
Mascoma Wealth Management LLC10$1.94K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$968<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.