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Get Institutions for : 
Ishares Msci Acwi Low Carbon Target Etf (CRBN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 107    3
Total shares held : 
2,433,848  
% of shares held : 
6.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
-85,543  
% of shares held change : 
  -0.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 7,772
 0.32%
 
Increased Positions :
36
 74,318
 3.05%
 
Unchanged Positions :
29
 75,015
 3.08%
 
Decreased Positions :
36
-132,683
-5.45%
 
Closed Positions :
9
-34,950
-1.44%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Betterment LLC 27 - 2024-03-31 1,259,823 $226,126,000 18,272
   MORGAN STANLEY 2068 - 2024-03-31 199,650 $35,836,000 4,052
   BANK OF AMERICA CORP /DE/ 1852 - 2024-03-31 123,506 $22,168,000 1,585
   KOCHIS FITZ/QUINTILE LLC 25 - 2024-03-31 98,109 $17,610,000 11,277
   AMERIPRISE FINANCIAL INC 2232 - 2024-03-31 30,424 $5,460,000 552
   Stonehearth Capital Management LLC 17 - 2024-03-31 14,336 $2,573,000 565
   LPL FINANCIAL CORP 2293 - 2024-03-31 14,180 $2,545,000 163
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1533 - 2024-03-31 13,707 $2,460,000 3,586
   ROYAL BANK OF CANADA 2410 - 2024-03-31 13,078 $2,347,000 763
   GOULD ASSET MANAGEMENT LLC /CA/ 30 - 2024-03-31 11,385 $2,044,000 1,065
   Wealthfront Advisers LLC 489 - 2024-03-31 10,923 $1,961,000 523
   GLENMEDE TRUST CO NA 591 - 2024-03-31 9,983 $1,792,000 514
   GRADIENT INVESTMENTS LLC 167 - 2024-03-31 9,567 $1,717,000 287
   Cardinal Point Capital Management ULC 27 - 2024-03-31 6,315 $1,133,000 20
   CREATIVE PLANNING 1259 - 2024-03-31 6,255 $1,123,000 141
   Steward Partners Investment Advisory LLC 755 - 2024-03-31 6,034 $1,083,000 100
   Cardinal Point Wealth Management Partners LLC 28 - 2023-03-31 6,415 $949,000 390
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2011 - 2024-03-31 3,740 $671,000 191
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1244 - 2024-03-31 2,741 $492,000 669
   MML INVESTORS SERVICES LLC 1812 - 2024-03-31 2,636 $473,000 141
   Ally Invest Advisors Inc. 45 - 2024-03-31 2,583 $464,000 67
   Patten Group Inc. 180 - 2024-03-31 2,381 $427,000 8
   DOHJ LLC 119 - 2024-03-31 2,299 $413,000 217
   BLACKROCK INC. 4144 - 2024-03-31 2,077 $373,000 9
   Merit Financial Group LLC 655 - 2024-03-31 1,968 $347,000 688
   KilterHowling LLC 38 - 2024-03-31 1,573 $282,000 7
   FMR LLC 2783 - 2024-03-31 1,431 $257,000 91
   WILEY BROS.-AINTREE CAPITAL LLC 411 - 2024-03-31 1,389 $249,000 1,389
   WELLS FARGO & CO/MN 3804 - 2024-03-31 1,377 $247,000 141
   Retirement Income Solutions Inc 127 - 2024-03-31 1,365 $245,000 141
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 942 - 2024-03-31 1,344 $241,000 5
   Concord Wealth Partners 256 - 2024-03-31 652 $117,000 365
   AdvisorNet Financial Inc 622 - 2024-03-31 572 $103,000 16

  33 Records found
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