ISHARES TR (CRBN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
133
Reporting holders
$392.6M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $53.1M | 210,064 | 0.00% | 35q | HELD |
| UBS Group AG | $41.9M | 165,819 | 0.01% | 31q | +146.9%+$25.0M |
| ASPIRIANT, LLC | $31.0M | 122,719 | 0.77% | 25q | +2.9%+$868.7K |
| Allianz SE | $28.8M | 114,015 | 0.30% | 10q | +4.6%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $26.8M | 105,867 | 0.00% | 31q | HELD |
| Investure, LLC | $26.5M | 104,863 | 1.66% | 31q | +0.7%+$180.1K |
| ALLIANCEBERNSTEIN L.P. | $19.3M | 86,521 | 0.01% | 2q | +17.5%+$2.9M |
| JPMORGAN CHASE & CO | $14.6M | 58,149 | 0.00% | 31q | -2.2%-$322.8K |
| BSW Wealth Partners | $14.0M | 55,343 | 1.56% | 31q | +17.4%+$2.1M |
| ROYAL BANK OF CANADA | $12.3M | 48,746 | 0.00% | 31q | +64.5%+$4.8M |
| WELLS FARGO & COMPANY/MN | $9.0M | 35,434 | 0.00% | 31q | -49.0%-$8.6M |
| National Philanthropic Trust | $8.1M | 32,130 | 0.12% | 10q | +2.9%+$229.7K |
| AMERIPRISE FINANCIAL INC | $7.7M | 30,255 | 0.00% | 31q | -52.7%-$8.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $6.6M | 25,974 | 0.00% | 24q | +144.3%+$3.9M |
| AlTi Global, Inc. | $5.6M | 22,274 | 0.12% | 11q | +10.1%+$517.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $4.6M | 18,105 | 0.06% | 8q | HELD |
| LPL Financial LLC | $4.0M | 15,622 | 0.00% | 31q | +2.6%+$101.4K |
| Stonehearth Capital Management, LLC | $3.6M | 14,252 | 1.23% | 31q | HELD |
| Wealthfront Advisers LLC | $3.6M | 14,093 | 0.01% | 20q | +1.0%+$34.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 12,826 | 0.00% | 12q | -22.7%-$950.7K |
| Van Hulzen Asset Management, LLC | $3.2M | 12,767 | 0.23% | 31q | -5.8%-$198.1K |
| JANE STREET GROUP, LLC | $3.2M | 12,642 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.2M | 12,618 | 0.00% | 26q | +1.1%+$34.2K |
| Midwest Financial Partners Investments, Inc. | $3.0M | 11,929 | 1.25% | 3q | +4.7%+$135.3K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2.2M | 8,555 | 0.34% | 31q | -1.9%-$41.7K |
| JONES FINANCIAL COMPANIES LLLP | $2.2M | 8,696 | 0.00% | 8q | +7.6%+$151.6K |
| Gradient Investments LLC | $2.1M | 8,150 | 0.03% | 16q | +4.0%+$79.9K |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 7,967 | 0.00% | 24q | +3.5%+$67.8K |
| ALBION FINANCIAL GROUP /UT | $1.9M | 7,344 | 0.11% | 27q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.9M | 7,344 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $1.9M | 7,344 | 0.01% | new | NEW |
| Creative Planning | $1.8M | 7,274 | 0.00% | 22q | +0.7%+$12.1K |
| Cardinal Point Capital Management ULC | $1.7M | 6,794 | 0.10% | 15q | -1.1%-$18.7K |
| RITHOLTZ WEALTH MANAGEMENT | $1.7M | 6,598 | 0.01% | 31q | +100.0%+$834.6K |
| HighTower Advisors, LLC | $1.5M | 6,044 | 0.00% | 29q | +6.2%+$89.8K |
| Bond & Devick Financial Network, Inc. | $1.4M | 5,443 | 0.34% | 23q | +3.8%+$50.3K |
| Steward Partners Investment Advisory, LLC | $1.3M | 5,201 | 0.01% | 29q | HELD |
| Cetera Investment Advisers | $1.3M | 5,065 | 0.00% | 10q | +16.1%+$177.6K |
| Rockefeller Capital Management L.P. | $1.3M | 5,034 | 0.00% | 4q | +1.5%+$18.2K |
| NORTHERN TRUST CORP | $1.3M | 4,995 | 0.00% | 13q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 4,894 | 0.00% | 3q | HELD |
| Westmount Partners, LLC | $1.0M | 4,067 | 0.23% | 14q | -1.5%-$15.2K |
| FMR LLC | $1.0M | 3,972 | 0.00% | 22q | +1.8%+$17.5K |
| Relyea Zuckerberg Hanson LLC | $997.8K | 3,944 | 0.04% | 9q | +101.1%+$501.7K |
| Ally Invest Advisors Inc. | $991.2K | 3,918 | 0.06% | 12q | -0.5%-$5.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $968.0K | 3,826 | 0.00% | 30q | +7.4%+$66.3K |
| Plum Street Advisors, LLC | $947.9K | 3,747 | 0.30% | 11q | -2.4%-$23.0K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $902.1K | 3,566 | 0.02% | 13q | HELD |
| North Berkeley Wealth Management, LLC | $852.3K | 3,369 | 0.34% | 7q | HELD |
| Focus Partners Wealth | $846.1K | 3,344 | 0.00% | 8q | +4.7%+$37.7K |
| RAYMOND JAMES FINANCIAL INC | $795.8K | 3,146 | 0.00% | 7q | -25.6%-$274.5K |
| Composition Wealth, LLC | $778.9K | 3,079 | 0.01% | 27q | +0.9%+$7.1K |
| Ackerman Capital Advisors, LLC | $720.7K | 2,849 | 0.15% | 5q | HELD |
| Merit Financial Group, LLC | $719.1K | 2,842 | 0.00% | 11q | +118.1%+$389.4K |
| Baird Financial Group, Inc. | $676.2K | 2,673 | 0.00% | 27q | HELD |
| MML INVESTORS SERVICES, LLC | $618.3K | 2,444 | 0.00% | 24q | +25.3%+$124.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $595.6K | 2,354 | 0.00% | 31q | +1.2%+$6.8K |
| Geneos Wealth Management Inc. | $538.2K | 2,128 | 0.01% | 23q | HELD |
| Clearstead Advisors, LLC | $498.7K | 1,971 | 0.00% | 19q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $484.1K | 1,913 | 0.00% | 11q | +2.0%+$9.6K |
| Smartleaf Asset Management LLC | $479.3K | 1,908 | 0.02% | 11q | HELD |
| BRIGHTON JONES LLC | $464.8K | 1,837 | 0.01% | 2q | +0.7%+$3.0K |
| Golden State Wealth Management, LLC | $462.6K | 1,829 | 0.04% | 9q | -1.7%-$7.8K |
| Patten Group, Inc. | $456.1K | 1,803 | 0.07% | 25q | HELD |
| CERTUITY, LLC | $444.0K | 1,755 | 0.02% | 27q | +0.7%+$3.0K |
| Belpointe Asset Management LLC | $434.6K | 1,718 | 0.01% | 9q | -4.9%-$22.5K |
| Farther Finance Advisors, LLC | $426.5K | 1,686 | 0.00% | 6q | +1.9%+$7.8K |
| TD PRIVATE CLIENT WEALTH LLC | $410.8K | 1,624 | 0.01% | 23q | -3.4%-$14.4K |
| Legacies Wealth LLC | $401.7K | 1,588 | 0.22% | 29q | +3.6%+$13.9K |
| Ellenbecker Investment Group | $372.4K | 1,472 | 0.04% | new | NEW |
| Cerity Partners LLC | $356.7K | 1,410 | 0.00% | 6q | -7.8%-$30.1K |
| GLENMEDE TRUST CO NA | $353.1K | 1,396 | 0.00% | 29q | HELD |
| Betterment LLC | $330.5K | 1,306,320 | 0.56% | 23q | HELD |
| KilterHowling LLC | $327.2K | 1,294 | 0.15% | 15q | -5.7%-$19.7K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $319.9K | 1,265 | 0.01% | 10q | HELD |
| Kestra Advisory Services, LLC | $318.9K | 1,260 | 0.00% | 6q | +16.3%+$44.8K |
| Laird Norton Wetherby Trust Company, LLC | $311.9K | 1,233 | 0.01% | 3q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $309.6K | 1,224 | 0.01% | 3q | +5.3%+$15.7K |
| Financial Futures Ltd Liability Co. | $305.2K | 1,206 | 0.12% | 5q | -20.6%-$79.2K |
| EP Wealth Advisors, LLC | $297.2K | 1,175 | 0.00% | 10q | -1.3%-$3.8K |
| Widmann Financial Services, Inc. | $289.7K | 1,145 | 0.16% | 5q | HELD |
| TruNorth Capital Management, LLC | $253.8K | 1,003 | 0.04% | new | NEW |
| FIFTH THIRD BANCORP | $250.2K | 989 | 0.00% | 2q | +1.5%+$3.8K |
| GOLDMAN SACHS GROUP INC | $245.6K | 971 | 0.00% | 3q | HELD |
| US BANCORP \DE\ | $242.9K | 960 | 0.00% | 26q | HELD |
| Kraft, Davis & Associates, LLC | $234.2K | 932 | 0.05% | 5q | HELD |
| Mandatum Life Insurance Co Ltd | $234.0K | 925 | 0.04% | 4q | HELD |
| Creekside Partners | $223.9K | 885 | 0.08% | 4q | -3.3%-$7.6K |
| &PARTNERS | $222.4K | 879 | 0.00% | new | NEW |
| Mariner, LLC | $213.4K | 844 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $209.2K | 827 | 0.00% | 7q | +0.7%+$1.5K |
| NOTTINGHAM ADVISORS, INC. | $205.1K | 823 | 0.02% | new | NEW |
| HOWARD FINANCIAL SERVICES, LTD. | $203.9K | 806 | 0.02% | new | NEW |
| One Capital Management, LLC | $202.5K | 909 | 0.01% | 4q | HELD |
| AdvisorNet Financial, Inc | $190.2K | 752 | 0.01% | 19q | +1.3%+$2.5K |
| BANK OF MONTREAL /CAN/ | $160.4K | 634 | 0.00% | 27q | +2.8%+$4.3K |
| PRUDENTIAL PLC | $111.1K | 439 | 0.00% | 8q | -57.3%-$149.3K |
| Meramec Financial Planners, LLC | $110.8K | 444 | 0.04% | 3q | +0.7% |
| WHITTIER TRUST CO OF NEVADA INC | $98.6K | 391 | 0.00% | 8q | HELD |
| Investors Research Corp | $91.6K | 362 | 0.02% | 18q | HELD |
Showing the largest 100 of 137 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 133 | $392.6M | 1,562,882 | 13 | 49 | 26 | 0.0% |
| Q1 2026 | 127 | $325.1M | 1,458,201 | 12 | 31 | 35 | 0.0% |
| Q4 2025 | 121 | $298.4M | 1,294,439 | 6 | 44 | 32 | 0.0% |
| Q3 2025 | 128 | $302.3M | 1,332,904 | 15 | 26 | 36 | 0.0% |
| Q2 2025 | 126 | $276.3M | 1,304,961 | 15 | 41 | 37 | 0.0% |
| Q1 2025 | 115 | $240.8M | 1,259,247 | 6 | 30 | 34 | 0.0% |
| Q4 2024 | 120 | $250.3M | 1,293,033 | 8 | 36 | 36 | 0.0% |
| Q3 2024 | 111 | $272.0M | 1,387,100 | 9 | 26 | 29 | 0.0% |
| Q2 2024 | 107 | $247.2M | 1,349,034 | 9 | 34 | 33 | 0.0% |
| Q1 2024 | 105 | $301.0M | 1,678,151 | 9 | 25 | 26 | 0.0% |
| Q4 2023 | 98 | $230.4M | 1,392,501 | 11 | 23 | 31 | 0.0% |
| Q3 2023 | 95 | $175.3M | 1,165,516 | 8 | 19 | 28 | 0.0% |
| Q2 2023 | 91 | $179.6M | 1,149,058 | 10 | 22 | 29 | 0.0% |
| Q1 2023 | 89 | $169.1M | 1,143,296 | 6 | 19 | 32 | 0.0% |
| Q4 2022 | 87 | $142.9M | 1,035,203 | 15 | 23 | 25 | 0.0% |
| Q3 2022 | 108 | $309.9M | 2,357,545 | 6 | 22 | 30 | 0.0% |
| Q2 2022 | 120 | $453.4M | 3,313,409 | 11 | 40 | 34 | 0.0% |
| Q1 2022 | 121 | $562.9M | 3,447,517 | 10 | 38 | 32 | 0.0% |
| Q4 2021 | 130 | $729.3M | 4,190,626 | 17 | 44 | 15 | 0.0% |
| Q3 2021 | 112 | $397.2M | 2,417,347 | 9 | 36 | 24 | 0.0% |
| Q2 2021 | 109 | $345.6M | 2,081,534 | 13 | 46 | 23 | 0.0% |
| Q1 2021 | 102 | $306.2M | 1,961,201 | 15 | 32 | 13 | 0.0% |
| Q4 2020 | 89 | $221.3M | 1,487,367 | 9 | 28 | 12 | 0.0% |
| Q3 2020 | 78 | $138.0M | 1,053,714 | 9 | 19 | 15 | 0.0% |
| Q2 2020 | 80 | $125.8M | 1,039,885 | 6 | 17 | 20 | 0.0% |
| Q1 2020 | 81 | $104.7M | 1,021,482 | 8 | 30 | 14 | 0.0% |
| Q4 2019 | 82 | $138.1M | 1,067,546 | 10 | 26 | 16 | 0.0% |
| Q3 2019 | 70 | $161.9M | 1,347,462 | 12 | 19 | 10 | 0.0% |
| Q2 2019 | 59 | $146.9M | 1,227,611 | 9 | 19 | 9 | 0.0% |
| Q1 2019 | 58 | $141.5M | 1,213,766 | 9 | 21 | 7 | 0.0% |
| Q4 2018 | 55 | $121.5M | 1,182,479 | 0 | 1 | 0 | 0.0% |