CRBN ISHARES TR
FollowSHS (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in CRBN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Stonehearth Capital Management, LLC | 14,255 | $3.65M | 1.25% | +3 | 13F-HRTimeline |
| Midwest Financial Partners Investments,… | 12,288 | $3.15M | 1.21% | +359 | 13F-HRTimeline |
| Gradient Investments LLCin group Gradient Investments LLC | 8,406 | $2.15M | 0.03% | +256 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 1,594 | $408K | <0.01% | -92 | 13F-HRTimeline |
| Financial Futures Ltd Liability Co. | 1,323 | $339K | 0.13% | +117 | 13F-HRTimeline |
| Great Diamond Partners, LLC | 1,216 | $311K | 0.05% | new | 13F-HRTimeline |
| TruNorth Capital Management, LLC | 1,003 | $257K | 0.04% | 0 | 13F-HRTimeline |
| Investors Research Corp | 273 | $69.9K | 0.01% | -89 | 13F-HRTimeline |
| CX Institutional | 49 | $13K | <0.01% | 0 | 13F-HRTimeline |