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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 2025-09-30, 2,590,540 shares in all. 17 filers opened a position and 14 filers sold out during the quarter.

Managers
138
13F filers
138
New
17
Added
29
Reduced
42
Sold out
14
Shares held by filers
2,590,540

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,292,244$293M0.58%+6,59513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY204,417$46.4M<0.01%+2,48513F-HR/ATimelineGroup
ASPIRIANT, LLC114,664$26M0.8%+1,13813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/108,966$24.7M<0.01%-84613F-HR/ATimelineGroup
Investure, LLC102,661$23.3M1.44%013F-HRTimeline
Allianz SEin group Allianz SE102,515$23.3M0.49%+3,50013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO66,642$15.1M<0.01%-3,94313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,178$10M<0.01%+6,91313F-HRTimelineGroup
UBS Group AGin group UBS Group AG39,642$8.99M<0.01%-1,29213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,159$8.2M0.01%+18813F-HRTimelineGroup
BSW Wealth Partners30,119$6.83M0.85%+2,12813F-HRTimeline
National Philanthropic Trust24,986$5.67M0.06%-11,40113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,950$5.66M<0.01%-19213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,819$5.63M<0.01%+20,03013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.18,857$4.28M0.1%+55313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18,141$4.12M0.06%-11013F-HRTimeline
LPL Financial LLC16,010$3.63M<0.01%+51213F-HRTimeline
Stonehearth Capital Management, LLC15,124$3.43M1.33%-8113F-HRTimeline
Wealthfront Advisers LLC13,640$3.09M0.01%+45813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.12,761$2.9M<0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC12,617$2.86M0.12%-3,75513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,999$2.72M<0.01%-3,81913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,364$2.58M<0.01%-1,22113F-HRTimelineGroup
University of Maryland Foundation, Inc.10,000$2.27M42.92%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/9,520$2.16M0.4%-26513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,123$2.07M<0.01%-11,10013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,461$1.92M<0.01%-83913F-HRTimeline
Van Hulzen Asset Management, LLC8,414$1.91M0.14%-50213F-HRTimeline
Creative Planningin group Creative Planning8,373$1.9M<0.01%-9813F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT7,949$1.8M0.11%+7913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,521$1.71M0.03%-11813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,344$1.67M<0.01%new13F-HRTimelineGroup
Cardinal Point Capital Management ULC7,082$1.6M0.11%+17713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,455$1.45M<0.01%+1,00713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,780$1.27M<0.01%-22513F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,319$1.21M<0.01%+16113F-HRTimeline
Bond & Devick Financial Network, Inc.5,165$1.17M0.35%-21513F-HRTimeline
Steward Partners Investment Advisory, L…5,163$1.17M0.01%013F-HRTimeline
HighTower Advisors, LLC5,070$1.15M<0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,995$1.13M<0.01%013F-HRTimelineGroup
Plum Street Advisors, LLC4,897$1.11M0.43%-8713F-HRTimeline
Long Run Wealth Advisors, LLC4,540$1.03M0.2%-23513F-HRTimeline
Cetera Investment Advisers4,444$1.01M<0.01%-62813F-HRTimeline
Westmount Partners, LLC4,066$927K0.24%+17513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,064$922K<0.01%-22613F-HRTimelineGroup
FMR LLCin group FMR LLC3,777$857K<0.01%+4213F-HRTimelineGroup
Ally Invest Advisors Inc.3,702$840K0.06%+28313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,566$809K0.02%013F-HRTimeline
North Berkeley Wealth Management, LLC3,562$808K0.64%-59513F-HRTimeline
Composition Wealth, LLC3,473$788K0.01%-3,53613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,363$763K0.01%-37113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,277$744K<0.01%-613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,125$709K<0.01%new13F-HRTimelineGroup
Ackerman Capital Advisors, LLC2,849$646K0.14%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,553$579K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,503$568K<0.01%+1913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,379$540K<0.01%-2713F-HRTimeline
Smartleaf Asset Management LLC2,343$529K0.03%-34613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,298$521K0.01%-10713F-HRTimeline
BRIGHTON JONES LLC2,296$521K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,128$483K0.01%-11713F-HRTimeline
CERTUITY, LLC2,107$478K0.03%013F-HRTimeline
Clearstead Advisors, LLC1,971$447K0.01%013F-HRTimeline
Patten Group, Inc.1,945$441K0.09%-13113F-HRTimeline
Relyea Zuckerberg Hanson LLC1,938$440K0.05%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,865$423K<0.01%+38013F-HRTimelineGroup
Belpointe Asset Management LLC1,833$416K0.02%+113F-HRTimeline
Golden State Wealth Management, LLC1,701$386K0.04%+713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,700$386K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,683$382K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,627$369K0.03%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,597$362K<0.01%-4,40913F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,449$329K0.02%-9313F-HRTimeline
Glenmede Investment Management, LP1,417$321K<0.01%-2313F-HRTimeline
NorthCoast Asset Management LLC1,391$316K<0.01%-1013F-HRTimeline
Merit Financial Group, LLC1,326$301K<0.01%-413F-HR/ATimeline
KilterHowling LLC1,311$297K0.17%+2213F-HRTimeline
TruNorth Capital Management, LLC1,300$295K0.06%013F-HRTimeline
One Capital Management, LLC1,195$271K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,186$269K<0.01%+11413F-HRTimelineGroup
Financial Futures Ltd Liability Co.1,170$266K0.13%+4313F-HRTimeline
Widmann Financial Services, Inc.1,110$252K0.16%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,038$235K0.04%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,038$235K0.03%-513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,032$234K<0.01%013F-HRTimelineGroup
COMERICA BANK994$226K<0.01%+6513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\960$218K<0.01%013F-HRTimelineGroup
Kraft, Davis & Associates, LLC931$214K0.05%-4313F-HRTimeline
Mandatum Life Insurance Co Ltd925$210K0.05%new13F-HRTimeline
Root Financial Partners, LLC920$209K0.01%new13F-HRTimeline
Creekside Partners906$206K0.09%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.899$204K0.03%new13F-HRTimeline
Advisory Services Network, LLC791$179K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust760$172K0.01%013F-HRTimeline
AdvisorNet Financial, Inc706$160K0.01%+1213F-HRTimeline
Wealthspire Advisors, LLC702$159K<0.01%new13F-HRTimeline
Legacies Wealth LLC696$158K0.1%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/617$140K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…523$119K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC440$99.8K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC411$93.3K0.01%-1413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC391$89.5K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC389$88.3K0.01%013F-HRTimeline
Investors Research Corp362$82.1K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…306$69.4K<0.01%-213F-HRTimelineGroup
Westside Investment Management, Inc.300$68.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC297$67K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC275$62K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.262$59.4K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.159$36K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC152$34.5K<0.01%013F-HR/ATimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV150$34K<0.01%new13F-HR/ATimeline
Rossmore Private Capital117$26.5K<0.01%new13F-HRTimeline
Larson Financial Group LLC113$25.5K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.100$22.6K0.02%013F-HRTimeline
MAI Capital Management84$18.9K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…60$13.6K<0.01%013F-HRTimeline
4Thought Financial Group Inc.56$12.8K0.01%-113F-HRTimeline
Financial Life Planners50$11.3K0.01%new13F-HRTimeline
CX Institutional49$11K<0.01%013F-HRTimeline
Front Row Advisors LLC45$10.2K<0.01%013F-HRTimeline
Financial Connections Group, Inc.45$10K<0.01%-39513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41$9.3K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC29$6.54K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.27$6.12K<0.01%+213F-HRTimeline
Archer Investment Corp21$4.76K<0.01%new13F-HRTimeline
Rossby Financial, LCC18$4.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18$4.08K<0.01%new13F-HRTimelineGroup
Community Bank, N.A.17$3.86K<0.01%013F-HRTimeline
Westfuller Advisors, LLC17$3.81K<0.01%new13F-HRTimeline
Dunhill Financial, LLC15$3.4K<0.01%013F-HRTimeline
IFP Advisors, Inc14$3.18K<0.01%013F-HR/ATimeline
Mascoma Wealth Management LLC10$2.27K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$2.27K<0.01%+413F-HRTimeline
Bernard Wealth Management Corp.7$1.59K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC6$1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC2$454<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$227<0.01%new13F-HRTimelineGroup