Who Owns ISHARES TR (CRBN)? -- Institutional Holders (2026-06-30)
141 institutions reported holding $723.1M of ISHARES TR (CRBN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Betterment LLC ($330.5M), MORGAN STANLEY ($53.1M), UBS Group AG ($41.9M), ASPIRIANT, LLC ($31.0M), Allianz SE ($28.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Betterment LLC | $330.5M | 1.3M | Added |
| 2 | MORGAN STANLEY | $53.1M | 210,064 | Added |
| 3 | UBS Group AG | $41.9M | 165,819 | Added |
| 4 | ASPIRIANT, LLC | $31.0M | 122,719 | Added |
| 5 | Allianz SE | $28.8M | 114,015 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $26.8M | 105,867 | Trimmed |
| 7 | Investure, LLC | $26.5M | 104,863 | Added |
| 8 | ALLIANCEBERNSTEIN L.P. | $19.3M | 86,521 | Added |
| 9 | JPMORGAN CHASE & CO | $14.6M | 58,149 | Trimmed |
| 10 | BSW Wealth Partners | $14.0M | 55,343 | Added |
| 11 | Royal Bank of Canada | $12.3M | 48,746 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $9.0M | 35,434 | Added |
| 13 | National Philanthropic Trust | $8.1M | 32,130 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $7.7M | 30,255 | Trimmed |
| 15 | AlTi Global, Inc. | $5.6M | 22,274 | Added |
| 16 | COLDSTREAM CAPITAL MANAGEMENT INC | $4.6M | 18,105 | Hold |
| 17 | LPL Financial LLC | $4.0M | 15,622 | Added |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $3.8M | 15,141 | Added |
| 19 | Stonehearth Capital Management, LLC | $3.6M | 14,252 | Added |
| 20 | Wealthfront Advisers LLC | $3.6M | 14,093 | Added |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 12,826 | Trimmed |
| 22 | Van Hulzen Asset Management, LLC | $3.2M | 12,767 | Trimmed |
| 23 | JANE STREET GROUP, LLC | $3.2M | 12,642 | New |
| 24 | OSAIC HOLDINGS, INC. | $3.2M | 12,618 | Added |
| 25 | Midwest Financial Partners Investments, Inc. | $3.0M | 11,929 | Added |
Source: SEC Form 13F filings · as of 2026-06-30