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Disclosery

CRBN ISHARES TR

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SHS (fund)

138 managers (138 13F filers) reported a position in CRBN shares at 2025-06-30, 2,616,878 shares in all. 16 filers opened a position and 4 filers sold out during the quarter.

Managers
138
13F filers
138
New
16
Added
47
Reduced
42
Sold out
4
Shares held by filers
2,616,878

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,285,649$272M0.58%-12,16313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY201,932$42.8M<0.01%+5,51613F-HRTimelineGroup
ASPIRIANT, LLC113,526$24M0.76%+32513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,812$23.3M<0.01%-16,85413F-HRTimelineGroup
Investure, LLC102,661$21.7M1.66%+84013F-HRTimeline
Allianz SEin group Allianz SE99,015$21M0.5%-4,00013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70,585$15M<0.01%-33413F-HRTimelineGroup
UBS Group AGin group UBS Group AG40,934$8.67M<0.01%-94513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,265$7.89M<0.01%+19,63413F-HRTimelineGroup
National Philanthropic Trust36,387$7.71M0.1%+10,11913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,971$7.62M0.01%+14,21613F-HRTimelineGroup
BSW Wealth Partners27,991$5.93M0.81%+3,11413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,142$5.33M<0.01%+30413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,223$4.28M<0.01%+1013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.18,304$3.88M0.1%-68013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18,251$3.87M0.06%-5413F-HRTimeline
FLOW TRADERS U.S. LLC16,372$3.47M0.13%-9,10613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,818$3.35M0.01%+8,45113F-HRTimelineGroup
LPL Financial LLC15,498$3.28M<0.01%+51213F-HRTimeline
Stonehearth Capital Management, LLC15,205$3.22M1.33%+2,21213F-HRTimeline
Arax Advisory Partners15,148$3.21M0.15%new13F-HRTimeline
Wealthfront Advisers LLC13,182$2.79M0.01%+29513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.12,761$2.7M<0.01%-53413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,585$2.67M<0.01%+40813F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,101$2.56M<0.01%-25013F-HRTimelineGroup
University of Maryland Foundation, Inc.10,000$2.12M12.79%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/9,785$2.07M0.41%-17513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,300$1.97M<0.01%-33613F-HRTimeline
Van Hulzen Asset Management, LLC8,916$1.89M0.16%-94113F-HRTimeline
Creative Planningin group Creative Planning8,471$1.79M<0.01%+10813F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT7,870$1.67M0.11%+4513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,639$1.62M0.03%-1,67413F-HRTimelineGroup
Composition Wealth, LLC7,009$1.48M0.02%+3,85113F-HRTimeline
Cardinal Point Capital Management ULC6,905$1.46M0.12%-12013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,006$1.27M<0.01%+1,12713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,005$1.27M<0.01%+88013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,448$1.15M<0.01%+1,12713F-HRTimelineGroup
Bond & Devick Financial Network, Inc.5,380$1.14M0.38%+11413F-HRTimeline
Steward Partners Investment Advisory, L…5,163$1.09M0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…5,158$1.09M<0.01%+35613F-HRTimeline
Cetera Investment Advisers5,072$1.07M<0.01%-19,66913F-HRTimeline
HighTower Advisors, LLC5,070$1.07M<0.01%-41913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,995$1.06M<0.01%-6113F-HRTimelineGroup
Plum Street Advisors, LLC4,984$1.06M0.47%-14513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,789$1.01M<0.01%-13,76913F-HRTimelineGroup
Long Run Wealth Advisors, LLC4,775$1.01M0.21%-23613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,290$909K<0.01%+85213F-HRTimelineGroup
North Berkeley Wealth Management, LLC4,157$881K0.81%+1,12513F-HRTimeline
Westmount Partners, LLC3,891$824K0.23%+3713F-HRTimeline
FMR LLCin group FMR LLC3,735$791K<0.01%-45313F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT3,734$791K0.02%-85513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,566$755K0.02%013F-HRTimeline
Ally Invest Advisors Inc.3,419$724K0.06%-57013F-HRTimeline
DOHJ, LLC3,870$723K0.21%-4913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,283$696K<0.01%-1,11013F-HRTimeline
Ackerman Capital Advisors, LLC2,849$603K0.14%new13F-HRTimeline
Smartleaf Asset Management LLC2,689$566K0.05%-3,46413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,553$541K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,484$526K<0.01%+2313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,406$510K<0.01%+3013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,405$509K0.01%+3713F-HRTimeline
BRIGHTON JONES LLC2,296$486K0.01%+1913F-HRTimeline
Geneos Wealth Management Inc.2,245$475K0.01%+2,06613F-HRTimeline
CERTUITY, LLC2,107$446K0.04%+1713F-HRTimeline
Patten Group, Inc.2,076$440K0.09%-5913F-HRTimeline
Clearstead Advisors, LLC1,971$417K0.01%-38813F-HRTimeline
Relyea Zuckerberg Hanson LLC1,938$411K0.05%+713F-HRTimeline
Belpointe Asset Management LLC1,832$388K0.02%+13013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,700$360K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,694$359K0.04%-4013F-HRTimeline
Farther Finance Advisors, LLC1,683$356K0.01%-10413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,627$345K0.03%+5713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,542$327K0.02%-1213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,485$315K<0.01%+513F-HRTimelineGroup
Modera Wealth Management, LLC1,466$311K<0.01%new13F-HRTimeline
Glenmede Investment Management, LP1,440$305K<0.01%13F-HRTimeline
NorthCoast Asset Management LLC1,401$297K<0.01%-3413F-HRTimeline
EP Wealth Advisors, LLC1,374$291K<0.01%+56913F-HRTimeline
Merit Financial Group, LLC1,330$282K<0.01%-3913F-HRTimeline
TruNorth Capital Management, LLC1,300$275K0.06%013F-HRTimeline
KilterHowling LLC1,289$273K0.16%+1113F-HRTimeline
Financial Futures Ltd Liability Co.1,127$239K0.13%new13F-HRTimeline
Widmann Financial Services, Inc.1,110$235K0.16%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,072$227K<0.01%+913F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.1,043$221K0.03%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,038$220K0.04%-16113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,032$219K<0.01%+2513F-HRTimelineGroup
MRA Advisory Group1,022$216K0.1%new13F-HRTimeline
&PARTNERS1,001$212K<0.01%-16413F-HRTimeline
Kraft, Davis & Associates, LLC974$210K0.06%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\960$203K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…958$203K0.01%-23413F-HRTimelineGroup
COMERICA BANK929$197K<0.01%+8513F-HRTimeline
Parkside Financial Bank & Trust760$161K0.02%013F-HRTimeline
Choate Investment Advisors735$156K<0.01%new13F-HRTimeline
Legacies Wealth LLC696$147K0.1%+33513F-HRTimeline
AdvisorNet Financial, Inc694$147K0.01%+3413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/617$131K<0.01%013F-HRTimelineGroup
PrairieView Partners, LLC581$123K0.01%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…523$111K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC440$93.2K<0.01%013F-HRTimeline
Financial Connections Group, Inc.440$93K0.04%new13F-HRTimeline
GPS Wealth Strategies Group, LLC425$90K0.01%-3413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners400$84.7K0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC391$82.8K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC389$82.4K0.01%-4313F-HRTimeline
Investors Research Corp362$76.7K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…308$65.2K<0.01%+213F-HRTimelineGroup
Westside Investment Management, Inc.300$63.5K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC297$63K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC265$57.9K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.262$55K<0.01%013F-HRTimeline
Longview Financial Advisors LLC238$50.4K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB225$47.7K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.159$33.6K0.01%-1113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC152$32.2K<0.01%013F-HR/ATimelineGroup
Larson Financial Group LLC113$23.8K<0.01%+113F-HRTimeline
Harbor Asset Planning, Inc.100$21.1K0.02%13F-HRTimeline
MAI Capital Management84$17.7K<0.01%+3013F-HRTimeline
Plante Moran Financial Advisors, LLC65$13.8K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…60$12.7K<0.01%013F-HRTimeline
4Thought Financial Group Inc.57$12K0.01%+2713F-HRTimeline
CX Institutional49$10K<0.01%013F-HR/ATimeline
Front Row Advisors LLC45$9.53K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41$8.69K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC29$6.11K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.25$5.3K<0.01%+213F-HRTimeline
Rossby Financial, LCC18$3.81K<0.01%013F-HRTimeline
Community Bank, N.A.17$3.6K<0.01%013F-HRTimeline
Dunhill Financial, LLC15$3.18K<0.01%013F-HRTimeline
IFP Advisors, Inc14$2.96K<0.01%-1013F-HRTimeline
Mascoma Wealth Management LLC10$2.12K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.7$1.48K<0.01%-513F-HRTimeline
WOLFF WIESE MAGANA LLC6$1.27K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$1.06K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC6$1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC2$424<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.