138 institutions reported holding $601.4M of ISHARES TR (CRBN) in SEC 13F filings for 2026-03-31. Largest institutional holders: Betterment LLC ($290.0M), MORGAN STANLEY ($46.6M), ASPIRIANT, LLC ($26.6M), Allianz SE ($24.3M), BANK OF AMERICA CORP /DE/ ($23.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Betterment LLC | $290.0M | 1.3M | Trimmed |
| 2 | MORGAN STANLEY | $46.6M | 209,367 | Added |
| 3 | ASPIRIANT, LLC | $26.6M | 119,285 | Added |
| 4 | Allianz SE | $24.3M | 109,015 | Hold |
| 5 | BANK OF AMERICA CORP /DE/ | $23.7M | 106,335 | Added |
| 6 | Investure, LLC | $23.2M | 104,151 | Hold |
| 7 | ALLIANCEBERNSTEIN L.P. | $17.0M | 73,665 | New |
| 8 | UBS Group AG | $15.0M | 67,155 | Added |
| 9 | JPMORGAN CHASE & CO | $12.9M | 59,434 | Trimmed |
| 10 | BSW Wealth Partners | $10.5M | 47,144 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $7.7M | 34,729 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $7.1M | 31,967 | Added |
| 13 | National Philanthropic Trust | $7.0M | 31,222 | Added |
| 14 | Royal Bank of Canada | $6.6M | 29,627 | Added |
| 15 | BlackRock, Inc. | $4.7M | 21,083 | Added |
| 16 | AlTi Global, Inc. | $4.5M | 20,229 | Trimmed |
| 17 | COLDSTREAM CAPITAL MANAGEMENT INC | $4.0M | 18,105 | Hold |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 16,584 | Trimmed |
| 19 | LPL Financial LLC | $3.4M | 15,221 | Trimmed |
| 20 | Stonehearth Capital Management, LLC | $3.2M | 14,248 | Trimmed |
| 21 | Wealthfront Advisers LLC | $3.1M | 13,957 | Trimmed |
| 22 | Van Hulzen Asset Management, LLC | $3.0M | 13,550 | Added |
| 23 | OSAIC HOLDINGS, INC. | $2.8M | 12,483 | Added |
| 24 | Midwest Financial Partners Investments, Inc. | $2.5M | 11,394 | Added |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $2.4M | 10,632 | Added |
Source: SEC Form 13F filings · as of 2026-03-31