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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   TIEDEMANN WEALTH MANAGEMENT, LLC 63 - 2023-09-30 19,899 $2,990,000 0
   University of Maryland Foundation Inc. 5 - 2024-03-31 10,000 $1,795,000 0
   ALBION FINANCIAL GROUP /UT 90 - 2024-03-31 7,789 $1,398,000 0
   CREATIVE PLANNING 1218 - 2023-12-31 6,114 $1,012,000 0
   NORTHERN TRUST CORP 3373 - 2023-12-31 4,995 $827,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 325 - 2023-12-31 4,585 $759,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 406 - 2024-03-31 3,702 $665,000 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
   Baird Financial Group Inc. 1411 - 2023-12-31 2,553 $422,000 0
   BRIGHTON JONES LLC 398 - 2024-03-31 2,233 $401,000 0
   WHARTON BUSINESS GROUP, LLC 110 - 2023-12-31 1,950 $323,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 235 - 2024-03-31 1,750 $300,000 0
   PARKSIDE FINANCIAL BANK & TRUST 435 - 2024-03-31 760 $136,000 0
   PrairieView Partners LLC 142 - 2024-03-31 581 $105,000 0
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2499 - 2023-12-31 523 $87,000 0
   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
   Westside Investment Management Inc. 343 - 2024-03-31 300 $54,000 0
   NBC SECURITIES INC. 1149 - 2024-03-31 262 $47,000 0
   Geneos Wealth Management Inc. 1196 - 2024-03-31 190 $34,000 0
   Lee Financial CORP 268 - 2023-12-31 180 $30,000 0
   BARCLAYS PLC 3782 - 2023-12-31 152 $25,000 0
   US BANCORP 3007 - 2024-03-31 125 $22,000 0
   DB Wealth Management Group LLC 238 - 2023-12-31 116 $19,000 0
   FTB Advisors Inc. 1458 - 2024-03-31 77 $14,000 0
   PRINCIPAL SECURITIES INC. 2246 - 2024-03-31 60 $11,000 0
   Raleigh Capital Management Inc. 591 - 2023-12-31 62 $10,000 0
   Front Row Advisors LLC 355 - 2023-12-31 45 $7,000 0
   Crewe Advisors LLC 251 - 2023-12-31 28 $5,000 0
   Community Bank N.A. 392 - 2023-12-31 20 $3,000 0
   Mascoma Wealth Management LLC 423 - 2024-03-31 10 $2,000 0
   PROEQUITIES INC. 9260 - 2024-03-31 0 $0 0

  35 Records found
  1    
  Page 1 of 1
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