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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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            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
   INVESTURE LLC 8 - 2024-03-31 99,840 $17,920,000 0
   KOCHIS FITZ/QUINTILE LLC 25 - 2024-03-31 98,109 $17,610,000 11,277
   J P MORGAN CHASE & CO 1941 - 2024-03-31 68,499 $12,295,000 -19,546
   UBS Group AG 1629 - 2024-03-31 53,469 $9,597,000 -6,785
   FLOW TRADERS U.S. LLC 38 - 2024-03-31 48,469 $8,700,000 -2,060
   AMERIPRISE FINANCIAL INC 2232 - 2024-03-31 30,424 $5,460,000 552
   FINANCIAL NETWORK 662 - 2024-03-31 25,578 $4,591,000 -147
   BSW WEALTH PARTNERS 31 - 2024-03-31 22,646 $4,065,000 -1,082
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 545 - 2023-09-30 26,660 $4,006,000 -1,418
   AlTi Global Inc. 108 - 2024-03-31 19,354 $3,474,000 0
   ENVESTNET ASSET MANAGEMENT INC 2219 - 2024-03-31 19,147 $3,437,000 -2,628
   TIEDEMANN WEALTH MANAGEMENT, LLC 63 - 2023-09-30 19,899 $2,990,000 0
   Relative Value Partners Group LLC 95 - 2024-03-31 15,966 $2,655,000 0
   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
   JANE STREET GROUP LLC 2142 - 2024-03-31 12,199 $2,190,000 -26,494
   GOULD ASSET MANAGEMENT LLC /CA/ 30 - 2024-03-31 11,385 $2,044,000 1,065
   GOLDMAN SACHS GROUP INC/ 3165 - 2024-03-31 11,151 $2,002,000 -4,256
   Wealthfront Advisers LLC 489 - 2024-03-31 10,923 $1,961,000 523
   University of Maryland Foundation Inc. 5 - 2024-03-31 10,000 $1,795,000 0
   GLENMEDE TRUST CO NA 591 - 2024-03-31 9,983 $1,792,000 514
   Advisor Group Holdings Inc. 1780 - 2024-03-31 9,979 $1,791,000 -855
   MERCER GLOBAL ADVISORS INC /ADV 760 - 2024-03-31 9,763 $1,752,000 -2,874
   GRADIENT INVESTMENTS LLC 167 - 2024-03-31 9,567 $1,717,000 287
   ALBION FINANCIAL GROUP /UT 90 - 2024-03-31 7,789 $1,398,000 0
   Comprehensive Portfolio Management LLC 298 - 2024-03-31 7,082 $1,271,000 -69
   Van Hulzen Asset Management LLC 150 - 2024-03-31 6,664 $1,196,000 -99
   COMERICA BANK 1446 - 2024-03-31 6,621 $1,188,000 0
   Long Run Wealth Advisors LLC 57 - 2024-03-31 6,551 $1,176,000 -182
   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
   Smartleaf Asset Management LLC 92 - 2024-03-31 6,637 $1,100,000 -114
   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
   NORTHERN TRUST CORP 3361 - 2024-03-31 4,995 $897,000 0
   Bond & Devick Financial Network Inc. 43 - 2024-03-31 4,785 $859,000 -3
   COMMONWEALTH EQUITY SERVICES LLC. 2348 - 2024-03-31 4,678 $840,000 -13
   EVERGREEN CAPITAL MANAGEMENT LLC 324 - 2024-03-31 4,585 $823,000 0
   HIGHTOWER ADVISORS, LLC 1934 - 2024-03-31 4,321 $775,000 -445
   Miracle Mile Advisors LLC 304 - 2024-03-31 3,986 $715,000 -258
   CITADEL ADVISORS LLC 3441 - 2024-03-31 3,746 $672,000 -13,684
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2011 - 2024-03-31 3,740 $671,000 191
   BUCKINGHAM ASSET MANAGEMENT, LLC 406 - 2024-03-31 3,702 $665,000 0
   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
   Baird Financial Group Inc. 1412 - 2024-03-31 2,553 $458,000 0
   RDL FINANCIAL INC 85 - 2024-03-31 2,864 $448,000 0
   Monterey Private Wealth Inc. 61 - 2024-03-31 2,443 $438,000 0
   Patten Group Inc. 180 - 2024-03-31 2,381 $427,000 8
   DOHJ LLC 119 - 2024-03-31 2,299 $413,000 217
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 114 - 2024-03-31 2,247 $403,000 -7,925
   BRIGHTON JONES LLC 398 - 2024-03-31 2,233 $401,000 0
   Hartland & Co. LLC 351 - 2024-03-31 2,176 $391,000 0
   TRUEPOINT, INC. 98 *New 2024-03-31 2,113 $379,000 2,113
   BLACKROCK INC. 4144 - 2024-03-31 2,077 $373,000 9
   Camden Capital LLC 210 - 2024-03-31 2,049 $368,000 0
   WHARTON BUSINESS GROUP, LLC 108 - 2024-03-31 1,950 $350,000 0
   Merit Financial Group LLC 655 - 2024-03-31 1,968 $347,000 688
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 235 - 2024-03-31 1,750 $300,000 0
   KilterHowling LLC 38 - 2024-03-31 1,573 $282,000 7
   Atria Wealth Solutions Inc. 1596 - 2024-03-31 1,537 $276,000 0
   RAYMOND JAMES & ASSOCIATES 3382 - 2024-03-31 1,506 $270,000 -91
   NOTTINGHAM ADVISORS INC 116 - 2024-03-31 1,492 $268,000 -128
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2908 - 2024-03-31 1,456 $261,000 -46
   FMR LLC 2783 - 2024-03-31 1,431 $257,000 91
   WRAPMANAGER INC 224 - 2024-03-31 1,394 $250,000 -82
   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
   HALBERT, HARGROVE/RUSSELL LLC 76 *New 2024-03-31 1,318 $237,000 1,318
   HPM Partners LLC 2036 - 2024-03-31 1,250 $224,000 -6
   Ameritas Advisory Services LLC 800 - 2024-03-31 1,231 $221,000 -303
   Savvy Advisors Inc. 207 *New 2024-03-31 1,182 $212,000 1,182
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 140 - 2024-03-31 1,132 $203,000 -173
   STIFEL FINANCIAL CORP 3080 *New 2024-03-31 1,118 $201,000 1,118
   HOWARD FINANCIAL SERVICES LTD. 151 *New 2024-03-31 1,120 $201,000 1,120
   BNP PARIBAS ARBITRAGE SA 2529 - 2024-03-31 835 $150,000 -508
   PARKSIDE FINANCIAL BANK & TRUST 435 - 2024-03-31 760 $136,000 0
   EP WEALTH ADVISORS, INC. 788 - 2024-03-31 655 $118,000 0
   Concord Wealth Partners 256 - 2024-03-31 652 $117,000 365
   BANK OF MONTREAL /CAN/ 2836 - 2024-03-31 617 $111,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1063 - 2024-03-31 605 $109,000 -10
   PrairieView Partners LLC 142 - 2024-03-31 581 $105,000 0
   AdvisorNet Financial Inc 622 - 2024-03-31 572 $103,000 16
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2460 - 2024-03-31 523 $94,000 0
   Eagle Bay Advisors LLC 237 *New 2024-03-31 480 $86,000 480
   PROFFITT & GOODSON INC 145 - 2024-03-31 467 $84,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 595 - 2024-03-31 440 $79,000 0
   BARTLETT & CO. LLC 613 - 2023-12-31 440 $73,000 0
   Investors Research Corp 463 - 2024-03-31 362 $65,000 0
   CWM LLC 2183 - 2024-03-31 322 $58,000 -49
   PNC FINANCIAL SERVICES GROUP INC 2952 - 2024-03-31 299 $54,000 -4
   Westside Investment Management Inc. 343 - 2024-03-31 300 $54,000 0
  100 Records found
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