Skip to content
Disclosery

CRBN ISHARES TR

Follow

SHS (fund)

129 managers (130 13F filers) reported a position in CRBN shares at 2026-03-31, 2,710,840 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
129
13F filers
130
New
11
Added
34
Reduced
39
Sold out
8
Shares held by filers
2,710,840

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,301,436$290M0.55%-2,30013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY209,367$46.6M<0.01%+97313F-HRTimelineGroup
ASPIRIANT, LLC119,285$26.6M0.76%+2,71313F-HRTimeline
Allianz SEin group Allianz SE109,015$24.3M0.27%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/106,335$23.7M<0.01%+54513F-HRTimelineGroup
Investure, LLC104,151$23.2M1.14%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.73,665$17M0.01%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding72,049$16.1M+33,469Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO59,434$12.9M<0.01%-2,72813F-HR/ATimelineGroup
BSW Wealth Partners47,144$10.5M1.28%+7,60213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,729$7.74M<0.01%-13,39413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,967$7.12M<0.01%+7,25113F-HR/ATimelineGroup
National Philanthropic Trust31,222$6.96M0.07%+1,28713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,627$6.6M<0.01%+8,55713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.21,083$4.7M<0.01%+11013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.20,229$4.51M0.1%-2,97113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18,105$4.03M0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,584$3.7M<0.01%-10,39913F-HRTimelineGroup
LPL Financial LLC15,221$3.39M<0.01%-47813F-HRTimeline
Stonehearth Capital Management, LLC14,248$3.17M1.26%-79313F-HRTimeline
Wealthfront Advisers LLC13,957$3.11M0.01%-15513F-HRTimeline
Van Hulzen Asset Management, LLC13,550$3.02M0.22%+1,79313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,483$2.78M<0.01%+1,38013F-HRTimelineGroup
Midwest Financial Partners Investments,…11,394$2.54M1.35%+40513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,632$2.37M<0.01%+1,93713F-HRTimeline
University of Maryland Foundation, Inc.10,000$2.23M43.68%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,720$1.94M0.34%-69013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,084$1.75M<0.01%+1,16613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC7,834$1.75M0.03%-10813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,699$1.72M<0.01%-1,60713F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,492$1.67M<0.01%+1,46913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,344$1.64M<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT7,318$1.63M0.11%+3513F-HRTimeline
Creative Planningin group Creative Planning7,226$1.61M<0.01%-1,51713F-HRTimelineGroup
Cardinal Point Capital Management ULC6,868$1.53M0.09%-13013F-HRTimeline
HighTower Advisors, LLC5,689$1.27M<0.01%+71913F-HRTimeline
Bond & Devick Financial Network, Inc.5,244$1.17M0.33%+10713F-HRTimeline
Steward Partners Investment Advisory, L…5,183$1.15M0.01%+2013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,995$1.11M<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,962$1.11M<0.01%+27313F-HRTimelineGroup
Cetera Investment Advisers4,363$972K<0.01%+3513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,231$943K<0.01%-4,36813F-HRTimelineGroup
Westmount Partners, LLC4,127$920K0.23%-8113F-HRTimeline
Ally Invest Advisors Inc.3,938$878K0.06%+22213F-HRTimeline
FMR LLCin group FMR LLC3,903$870K<0.01%-7613F-HRTimelineGroup
Plum Street Advisors, LLC3,838$855K0.3%-88613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,566$795K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,564$794K<0.01%+10413F-HRTimeline
North Berkeley Wealth Management, LLC3,353$747K0.39%-2913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,299$735K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,195$712K<0.01%+14813F-HRTimelineGroup
Composition Wealth, LLC3,051$680K0.01%-33513F-HRTimeline
Ackerman Capital Advisors, LLC2,849$635K0.13%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,673$596K<0.01%+3013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,327$519K<0.01%+4213F-HRTimelineGroup
Geneos Wealth Management Inc.2,128$474K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,971$439K<0.01%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,961$437K0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC1,951$435K<0.01%-24913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,875$418K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,860$414K0.05%-3213F-HRTimeline
Smartleaf Asset Management LLC1,908$413K0.01%-27313F-HRTimeline
BRIGHTON JONES LLC1,825$407K0.01%new13F-HR/ATimeline
Patten Group, Inc.1,812$404K0.07%-8513F-HRTimeline
Belpointe Asset Management LLC1,807$403K0.01%-2613F-HRTimeline
CERTUITY, LLC1,743$388K0.03%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,681$375K0.01%-53613F-HRTimeline
Farther Finance Advisors, LLC1,655$373K<0.01%-34313F-HRTimeline
Legacies Wealth LLC1,533$342K0.22%+85113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,529$341K<0.01%013F-HRTimelineGroup
Financial Futures Ltd Liability Co.1,519$339K0.15%+20613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,396$311K<0.01%-2113F-HRTimelineGroup
KilterHowling LLC1,372$306K0.15%+11413F-HRTimeline
Merit Financial Group, LLC1,303$290K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,265$282K0.01%-17313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,233$275K0.01%-77513F-HRTimelineGroup
EP Wealth Advisors, LLC1,190$265K<0.01%-413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,162$259K0.01%-45513F-HRTimelineGroup
Widmann Financial Services, Inc.1,145$255K0.15%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,083$241K<0.01%+1013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC1,029$229K<0.01%-67113F-HRTimelineGroup
Kraft, Davis & Associates, LLC931$227K0.05%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…974$217K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC971$216K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\960$214K<0.01%013F-HRTimelineGroup
Mandatum Life Insurance Co Ltd925$206K0.05%013F-HRTimeline
Creekside Partners915$204K0.08%013F-HRTimeline
One Capital Management, LLC909$203K0.01%-46513F-HRTimeline
HARBOUR INVESTMENTS, INC.821$183K<0.01%+27913F-HRTimeline
Atomic Invest LLC818$177K0.08%013F-HRTimeline
Parkside Financial Bank & Trust760$169K0.01%013F-HRTimeline
AdvisorNet Financial, Inc742$165K0.01%+1513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/617$137K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC590$131K<0.01%new13F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…523$117K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC441$107K0.04%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC391$88.1K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC391$87.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC374$83.3K<0.01%+7713F-HRTimelineGroup
Investors Research Corp362$80.7K0.02%013F-HRTimeline
Westside Investment Management, Inc.300$66.8K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…287$63.9K<0.01%-2213F-HRTimelineGroup
Community Financial Services Group, LLC272$61.2K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…245$54.6K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC210$51.2K<0.01%-23013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC163$36.3K<0.01%-213F-HRTimelineGroup
Physician Wealth Advisors, Inc.161$35.9K<0.01%013F-HRTimeline
Larson Financial Group LLC114$25.4K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.101$22.5K0.02%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC84$18.7K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…83$18.5K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.80$17.8K<0.01%-18213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC65$14.5K<0.01%13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…60$13.4K<0.01%013F-HRTimeline
4Thought Financial Group Inc.56$12.4K0.01%-113F-HRTimeline
MAI Capital Management54$11.9K<0.01%013F-HRTimeline
Financial Life Planners50$11.2K0.01%new13F-HRTimeline
CX Institutional49$11K<0.01%-113F-HRTimeline
Front Row Advisors LLC45$10K<0.01%013F-HRTimeline
Crewe Advisors LLC29$6.52K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd27$6.02K<0.01%new13F-HRTimeline
Archer Investment Corp21$4.68K<0.01%013F-HRTimeline
Rossby Financial, LCC18$4.05K<0.01%013F-HRTimeline
Westfuller Advisors, LLC17$3.8K<0.01%013F-HRTimeline
Community Bank, N.A.17$3.79K<0.01%013F-HRTimeline
Dunhill Financial, LLC15$3.34K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC11$2.45K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.7$1.56K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$223<0.01%new13F-HRTimelineGroup