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Disclosery

CRBN ISHARES TR

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SHS (fund)

125 managers (125 13F filers) reported a position in CRBN shares at 2025-03-31, 2,605,117 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
125
13F filers
125
New
9
Added
32
Reduced
36
Sold out
12
Shares held by filers
2,605,117

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,297,812$248M0.59%-1,25913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY196,416$37.6M<0.01%+1,02913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/126,666$24.2M<0.01%-1,75013F-HRTimelineGroup
ASPIRIANT, LLC113,201$21.6M0.75%+7,50313F-HRTimeline
Allianz SEin group Allianz SE103,015$19.7M0.53%013F-HRTimelineGroup
Investure, LLC101,821$19.5M1.29%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70,919$13.6M<0.01%-1,88313F-HRTimelineGroup
UBS Group AGin group UBS Group AG41,879$8.01M<0.01%-54213F-HRTimelineGroup
National Philanthropic Trust26,268$5.02M0.08%-5,57813F-HRTimeline
FLOW TRADERS U.S. LLC25,478$4.87M0.21%new13F-HRTimeline
BSW Wealth Partners24,877$4.76M0.72%+6713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,838$4.75M<0.01%+23713F-HRTimelineGroup
Cetera Investment Advisers24,741$4.73M0.01%+1,13813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,755$4.16M0.01%-9,05213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,213$3.86M<0.01%-67713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.18,984$3.63M0.1%-63413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,558$3.55M<0.01%+1,36713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18,305$3.5M0.07%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,631$3.37M<0.01%+15,43613F-HRTimelineGroup
LPL Financial LLC14,986$2.86M<0.01%+26813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.13,295$2.54M<0.01%+11,14213F-HRTimelineGroup
Stonehearth Capital Management, LLC12,993$2.48M1.03%-4,50113F-HRTimeline
Wealthfront Advisers LLC12,887$2.46M0.01%+7313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,351$2.36M<0.01%+1,86013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,177$2.33M<0.01%+77013F-HR/ATimelineGroup
University of Maryland Foundation, Inc.10,000$1.91M1.22%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/9,960$1.9M0.39%-7013F-HRTimeline
Van Hulzen Asset Management, LLC9,857$1.88M0.17%+1,20113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,636$1.84M<0.01%-61013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,313$1.78M0.04%-47313F-HRTimelineGroup
Creative Planningin group Creative Planning8,363$1.6M<0.01%+1,92813F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT7,825$1.5M0.11%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,367$1.41M<0.01%-31,92913F-HR/ATimelineGroup
Cardinal Point Capital Management ULC7,025$1.34M0.12%+16013F-HRTimeline
Smartleaf Asset Management LLC6,153$1.17M0.11%-1,60713F-HRTimeline
HighTower Advisors, LLC5,489$1.05M<0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.5,266$1.01M0.37%+27913F-HRTimeline
Steward Partners Investment Advisory, L…5,163$987K0.01%013F-HRTimeline
Plum Street Advisors, LLC5,129$981K0.47%-11113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,125$980K<0.01%-5,75913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,056$967K<0.01%+4213F-HRTimelineGroup
Long Run Wealth Advisors, LLC5,011$958K0.22%-28913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,879$933K<0.01%+14713F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…4,802$918K<0.01%+71413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,589$877K0.03%-10613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,393$840K<0.01%-20313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,321$825K<0.01%+2,59013F-HR/ATimelineGroup
FMR LLCin group FMR LLC4,188$801K<0.01%+4713F-HRTimelineGroup
Ally Invest Advisors Inc.3,989$763K0.07%+75513F-HRTimeline
DOHJ, LLC3,919$749K0.17%-50213F-HRTimeline
Westmount Partners, LLC3,854$737K0.22%+3813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,566$682K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,438$657K<0.01%-37913F-HRTimelineGroup
Composition Wealth, LLC3,158$604K0.01%-42313F-HRTimeline
North Berkeley Wealth Management, LLC3,032$580K0.6%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,553$488K<0.01%013F-HRTimelineGroup
Monterey Private Wealth, Inc.2,491$476K0.14%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,461$470K<0.01%-18313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,376$454K<0.01%-63813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,368$453K0.01%-18613F-HRTimeline
Clearstead Advisors, LLC2,359$451K0.01%+71113F-HRTimeline
BRIGHTON JONES LLC2,277$435K0.01%013F-HRTimeline
Patten Group, Inc.2,135$408K0.09%-6613F-HRTimeline
CERTUITY, LLC2,090$399K0.04%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,931$369K0.05%013F-HRTimeline
Farther Finance Advisors, LLC1,787$343K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1,734$332K0.05%-20713F-HR/ATimeline
Belpointe Asset Management LLC1,702$325K0.02%+30013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,700$325K<0.01%013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC1,570$300K0.02%+5013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,554$297K0.02%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,199$294K0.06%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,480$283K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,440$275K<0.01%-4,33313F-HRTimelineGroup
NorthCoast Asset Management LLC1,435$274K<0.01%-213F-HR/ATimeline
Merit Financial Group, LLC1,369$262K<0.01%-15613F-HRTimeline
KilterHowling LLC1,278$250K0.16%-14413F-HRTimeline
TruNorth Capital Management, LLC1,300$249K0.06%013F-HRTimeline
Atria Wealth Solutions, Inc.1,247$238K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,192$228K0.01%+2013F-HRTimelineGroup
&PARTNERS1,165$222K<0.01%-22413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,063$203K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,007$193K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\960$184K<0.01%013F-HRTimelineGroup
COMERICA BANK844$161K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC805$154K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust760$145K0.02%013F-HRTimeline
AdvisorNet Financial, Inc660$126K0.01%+5013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/617$118K<0.01%013F-HRTimelineGroup
PrairieView Partners, LLC581$111K0.01%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…523$100K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC459$87.7K0.01%+8813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC440$84.1K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC432$82.6K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC391$74.7K<0.01%-7013F-HRTimeline
Investors Research Corp362$69.2K0.01%013F-HRTimeline
Legacies Wealth LLC361$69K0.05%+22113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…306$58.5K<0.01%-7413F-HRTimelineGroup
Westside Investment Management, Inc.300$57.4K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC297$57K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.262$50K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC238$45.5K0.03%013F-HRTimeline
Geneos Wealth Management Inc.179$34.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.170$32.4K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC152$29.1K<0.01%013F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS116$22.2K<0.01%-78213F-HRTimelineGroup
Larson Financial Group LLC112$21.3K<0.01%013F-HRTimeline
Mattson Financial Services, LLC91$17.4K0.01%+813F-HRTimeline
First Horizon Advisors, Inc.72$13.9K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…60$11.5K<0.01%013F-HRTimeline
MAI Capital Management54$10.2K<0.01%+2913F-HRTimeline
CX Institutional49$9K<0.01%new13F-HRTimeline
Front Row Advisors LLC45$8.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41$6.98K<0.01%013F-HRTimelineGroup
4Thought Financial Group Inc.30$5.68K<0.01%-4113F-HRTimeline
Crewe Advisors LLC29$5.47K<0.01%013F-HRTimeline
IFP Advisors, Inc24$4.59K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.23$4.4K<0.01%013F-HRTimeline
Rossby Financial, LCC18$3.44K<0.01%new13F-HRTimeline
Community Bank, N.A.17$3.25K<0.01%013F-HRTimeline
Dunhill Financial, LLC15$2.87K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.12$2.29K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC10$1.91K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$956<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.