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Disclosery

CRBN ISHARES TR

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SHS (fund)

128 managers (129 13F filers) reported a position in CRBN shares at 2025-12-31, 2,615,827 shares in all. 7 filers opened a position and 21 filers sold out during the quarter.

Managers
128
13F filers
129
New
7
Added
49
Reduced
31
Sold out
21
Shares held by filers
2,615,827

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,303,736$301M0.57%+11,49213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY208,394$48M<0.01%+3,97713F-HR/ATimelineGroup
ASPIRIANT, LLC116,572$26.9M0.77%+1,90813F-HRTimeline
Allianz SEin group Allianz SE109,015$25.1M0.32%+6,50013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/105,790$24.4M<0.01%-3,17613F-HRTimelineGroup
Investure, LLC104,151$24M1.34%+1,49013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,162$14.3M<0.01%-4,48013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN48,123$11.1M<0.01%+3,94513F-HRTimelineGroup
BSW Wealth Partners39,542$9.12M1.09%+9,42313F-HRTimeline
UBS Group AGgroup of 2 filers holding38,580$8.89M-1,062Timeline
National Philanthropic Trust29,935$6.9M0.07%+4,94913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,983$6.22M0.01%-9,17613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,716$5.71M<0.01%-23413F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.23,200$5.35M0.11%+4,34313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,070$4.86M<0.01%+9,70613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.20,973$4.83M<0.01%+8,21213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18,105$4.17M0.05%-3613F-HRTimeline
LPL Financial LLC15,699$3.62M<0.01%-31113F-HRTimeline
Stonehearth Capital Management, LLC15,041$3.47M1.28%-8313F-HRTimeline
Wealthfront Advisers LLC14,112$3.25M0.01%+47213F-HRTimeline
Van Hulzen Asset Management, LLC11,757$2.71M0.2%+3,34313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,103$2.56M<0.01%+5,32313F-HRTimelineGroup
Midwest Financial Partners Investments,…10,989$2.53M1.41%13F-HRTimeline
University of Maryland Foundation, Inc.10,000$2.31M43.29%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/9,410$2.17M0.38%-11013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,306$2.15M<0.01%+18313F-HRTimelineGroup
Creative Planningin group Creative Planning8,743$2.02M<0.01%+37013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,695$2M<0.01%+23413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,599$1.98M<0.01%+4,53513F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC7,942$1.83M0.03%+42113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,344$1.69M<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT7,283$1.68M0.1%-66613F-HRTimeline
Cardinal Point Capital Management ULC6,998$1.61M0.11%-8413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,918$1.59M<0.01%+46313F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,023$1.39M<0.01%+70413F-HRTimeline
Steward Partners Investment Advisory, L…5,163$1.19M0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.5,137$1.18M0.33%-2813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,995$1.15M<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC4,970$1.15M<0.01%-10013F-HRTimeline
Plum Street Advisors, LLC4,724$1.09M0.39%-17313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,689$1.08M<0.01%+1,56413F-HR/ATimelineGroup
Long Run Wealth Advisors, LLC4,553$1.05M0.2%+1313F-HRTimeline
Cetera Investment Advisers4,328$998K<0.01%-11613F-HRTimeline
Westmount Partners, LLC4,208$970K0.24%+14213F-HRTimeline
FMR LLCin group FMR LLC3,979$917K<0.01%+20213F-HRTimelineGroup
Ally Invest Advisors Inc.3,716$857K0.06%+1413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,566$822K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,460$798K<0.01%+18313F-HRTimeline
Composition Wealth, LLC3,386$781K0.01%-8713F-HRTimeline
North Berkeley Wealth Management, LLC3,382$780K0.46%-18013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,299$761K0.01%-6413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,047$702K<0.01%+1,45013F-HRTimelineGroup
Ackerman Capital Advisors, LLC2,849$657K0.13%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,643$609K<0.01%+9013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,285$527K<0.01%-21813F-HR/ATimelineGroup
TD PRIVATE CLIENT WEALTH LLC2,217$511K0.01%-8113F-HRTimeline
MML INVESTORS SERVICES, LLC2,200$507K<0.01%-17913F-HRTimeline
Smartleaf Asset Management LLC2,181$506K0.02%-16213F-HRTimeline
Geneos Wealth Management Inc.2,128$490K0.01%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,008$463K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,998$461K<0.01%+31513F-HRTimeline
Clearstead Advisors, LLC1,971$454K0.01%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,961$452K0.05%+2313F-HRTimeline
Patten Group, Inc.1,897$437K0.08%-4813F-HRTimeline
Golden State Wealth Management, LLC1,892$436K0.05%+19113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,875$432K<0.01%+1013F-HRTimelineGroup
Belpointe Asset Management LLC1,833$423K0.02%013F-HRTimeline
CERTUITY, LLC1,743$402K0.03%-36413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,700$392K<0.01%013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,617$373K0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,529$352K<0.01%+34313F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,438$331K0.02%-1113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,417$327K<0.01%13F-HRTimelineGroup
One Capital Management, LLC1,374$317K0.01%+17913F-HRTimeline
Financial Futures Ltd Liability Co.1,313$303K0.14%+14313F-HRTimeline
Merit Financial Group, LLC1,303$300K<0.01%-2313F-HRTimeline
TruNorth Capital Management, LLC1,300$300K0.06%013F-HRTimeline
KilterHowling LLC1,258$290K0.15%-5313F-HRTimeline
EP Wealth Advisors, LLC1,194$275K<0.01%13F-HRTimeline
Widmann Financial Services, Inc.1,145$264K0.16%+3513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,073$247K<0.01%+4113F-HRTimelineGroup
COMERICA BANK974$225K<0.01%-2013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC971$224K<0.01%new13F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\960$221K<0.01%013F-HRTimelineGroup
Kraft, Davis & Associates, LLC931$219K0.05%013F-HRTimeline
Mandatum Life Insurance Co Ltd925$213K0.05%013F-HRTimeline
Creekside Partners915$211K0.09%+913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.907$209K0.02%-13113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…878$202K0.01%new13F-HRTimelineGroup
Atomic Invest LLC818$190K0.11%13F-HRTimeline
Parkside Financial Bank & Trust760$175K0.01%013F-HRTimeline
AdvisorNet Financial, Inc727$168K0.01%+2113F-HRTimeline
Legacies Wealth LLC682$157K0.09%-1413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/617$142K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.542$125K<0.01%+51513F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…523$121K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC441$105K0.04%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC440$101K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC391$92K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC391$90.1K0.01%+213F-HRTimeline
Investors Research Corp362$83.5K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…309$71.2K<0.01%+313F-HRTimelineGroup
Westside Investment Management, Inc.300$69.2K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC297$68K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC275$63K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.262$60.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC165$38K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.161$37.1K0.01%+213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV150$35K<0.01%013F-HRTimeline
Signature Equity Partners, LLC132$30.4K0.02%13F-HRTimeline
Larson Financial Group LLC114$26.3K<0.01%+113F-HRTimeline
Harbor Asset Planning, Inc.101$23.3K0.02%+113F-HRTimeline
Federation des caisses Desjardins du Qu…60$13.8K<0.01%013F-HRTimeline
4Thought Financial Group Inc.57$13.2K0.01%+113F-HRTimeline
MAI Capital Management54$12.3K<0.01%-3013F-HRTimeline
CX Institutional50$11K<0.01%+113F-HRTimeline
Front Row Advisors LLC45$10.4K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …40$9K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC29$6.75K<0.01%013F-HRTimeline
Archer Investment Corp21$4.84K<0.01%013F-HRTimeline
Rossby Financial, LCC18$4.15K<0.01%013F-HRTimeline
Westfuller Advisors, LLC17$3.93K<0.01%013F-HRTimeline
Community Bank, N.A.17$3.92K<0.01%013F-HRTimeline
Dunhill Financial, LLC15$3.46K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC11$2.54K<0.01%+113F-HRTimeline
Mascoma Wealth Management LLC10$2.31K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.7$1.61K<0.01%013F-HRTimeline
Global Retirement Partners, LLC2$461<0.01%013F-HRTimeline