CRBN Institutional Ownership & Shareholders
ISHARES MSCI ACWI LOW CARBON (CRBN) is currently held by 131 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $717.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Betterment Llc is currently the largest disclosed institutional shareholder of CRBN tracked by InsiderSet, reporting ownership valued at approximately $330.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $328.43M, representing an estimated loss of -0.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed CRBN value among the investors covered in this analysis. Major shareholders include Betterment Llc, Morgan Stanley, Ubs Group Ag, and several other long-term asset managers with concentrated positions in ISHARES MSCI ACWI LOW CARBON (CRBN).
This page ranks the largest institutional CRBN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
131
Total Reported Value
$717.12M
Largest Holder
Betterment Llc
Largest Position
$330.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Betterment Llc | 0.56% | 1,306,320 | $330,460,000 | $328,434,974 | -$2,025,026 | -0.61% | |
| Morgan Stanley | 0.00% | 210,064 | $53,140,357 | $52,814,291 | -$326,066 | -0.61% | |
| Ubs Group Ag | 0.01% | 165,819 | $41,947,233 | $41,690,213 | -$257,020 | -0.61% | |
| Aspiriant, Llc | 0.80% | 127,294 | $32,605,712 | $32,004,257 | -$601,455 | -1.84% | |
| Allianz Se | 0.30% | 114,015 | $28,842,375 | $28,665,651 | -$176,724 | -0.61% | |
| Bank Of America Corp | 0.00% | 105,867 | $26,781,139 | $26,617,081 | -$164,058 | -0.61% | |
| Investure, Llc | 1.66% | 104,863 | $26,527,193 | $26,364,655 | -$162,538 | -0.61% | |
| Alliancebernstein L.P. | 0.01% | 86,521 | $19,277,597 | $21,753,110 | +$2,475,513 | +12.84% | |
| Jpmorgan Chase & Co | 0.00% | 58,149 | $14,606,116 | $14,619,822 | +$13,706 | +0.09% | |
| Bsw Wealth Partners | 1.56% | 55,343 | $14,000,110 | $13,914,337 | -$85,773 | -0.61% | |
| Royal Bank Of Canada | 0.00% | 48,746 | $12,332,000 | $12,255,719 | -$76,281 | -0.62% | |
| Wells Fargo & Company/Mn | 0.00% | 35,434 | $8,963,739 | $8,908,816 | -$54,923 | -0.61% | |
| National Philanthropic Trust | 0.12% | 32,130 | $8,127,926 | $8,078,125 | -$49,801 | -0.61% | |
| Ameriprise Financial Inc | 0.00% | 30,255 | $7,654,214 | $7,606,712 | -$47,502 | -0.62% | |
| Alti Global, Inc. | 0.12% | 22,274 | $5,634,654 | $5,600,129 | -$34,525 | -0.61% | |
| Coldstream Capital Management Inc | 0.06% | 18,105 | $4,580,022 | $4,551,959 | -$28,063 | -0.61% | |
| Lpl Financial Llc | 0.00% | 15,622 | $3,951,802 | $3,927,683 | -$24,119 | -0.61% | |
| Mercer Global Advisors Inc | 0.00% | 15,141 | $3,830,178 | $3,806,750 | -$23,428 | -0.61% | |
| Stonehearth Capital Management, Llc | 1.25% | 14,255 | $3,651,279 | $3,583,992 | -$67,287 | -1.84% | |
| Wealthfront Advisers Llc | 0.01% | 14,093 | $3,565,106 | $3,543,262 | -$21,844 | -0.61% | |
| Susquehanna International Group, Llp | 0.00% | 12,826 | $3,244,593 | $3,224,713 | -$19,880 | -0.61% | |
| Van Hulzen Asset Management, Llc | 0.23% | 12,767 | $3,229,591 | $3,209,879 | -$19,712 | -0.61% | |
| Jane Street Group, Llc | 0.00% | 12,642 | $3,198,047 | $3,178,452 | -$19,595 | -0.61% | |
| Osaic Holdings, Inc. | 0.00% | 12,618 | $3,194,240 | $3,172,418 | -$21,822 | -0.68% | |
| Midwest Financial Partners Investments, Inc. | 1.21% | 12,288 | $3,147,494 | $3,089,449 | -$58,045 | -1.84% | |
| Gould Asset Management Llc | 0.34% | 8,555 | $2,164,158 | $2,150,898 | -$13,260 | -0.61% | |
| Jones Financial Companies Lllp | 0.00% | 8,696 | $2,153,500 | $2,186,348 | +$32,848 | +1.53% | |
| Gradient Investments Llc | 0.03% | 8,406 | $2,153,194 | $2,113,437 | -$39,757 | -1.85% | |
| Envestnet Asset Management Inc | 0.00% | 7,967 | $2,015,306 | $2,003,063 | -$12,243 | -0.61% | |
| Albion Financial Group | 0.11% | 7,348 | $1,882,144 | $1,847,434 | -$34,710 | -1.84% | |
| Aqr Capital Management Llc | 0.00% | 7,344 | $1,857,812 | $1,846,428 | -$11,384 | -0.61% | |
| Arax Advisory Partners | 0.01% | 7,344 | $1,857,812 | $1,846,428 | -$11,384 | -0.61% | |
| Cardinal Point Capital Management Ulc | 0.10% | 6,889 | $1,764,562 | $1,732,032 | -$32,530 | -1.84% | |
| Bond & Devick Financial Network, Inc. | 0.33% | 5,404 | $1,384,201 | $1,358,674 | -$25,527 | -1.84% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 5,201 | $1,315,697 | $1,307,635 | -$8,062 | -0.61% | |
| Cetera Investment Advisers | 0.00% | 5,065 | $1,281,189 | $1,273,442 | -$7,747 | -0.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 5,034 | $1,273,743 | $1,265,648 | -$8,095 | -0.64% | |
| Northern Trust Corp | 0.00% | 4,995 | $1,263,585 | $1,255,843 | -$7,742 | -0.61% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 4,894 | $1,090,422 | $1,230,449 | +$140,027 | +12.84% | |
| Westmount Partners, Llc | 0.23% | 4,067 | $1,028,770 | $1,022,525 | -$6,245 | -0.61% | |
| Fmr Llc | 0.00% | 3,972 | $1,004,754 | $998,640 | -$6,114 | -0.61% | |
| Ally Invest Advisors Inc. | 0.06% | 3,918 | $991,199 | $985,064 | -$6,135 | -0.62% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,826 | $967,960 | $961,933 | -$6,027 | -0.62% | |
| Plum Street Advisors, Llc | 0.30% | 3,747 | $947,879 | $942,071 | -$5,808 | -0.61% | |
| Evergreen Capital Management Llc | 0.02% | 3,566 | $913,409 | $896,564 | -$16,845 | -1.84% | |
| North Berkeley Wealth Management, Llc | 0.34% | 3,369 | $852,256 | $847,034 | -$5,222 | -0.61% | |
| Focus Partners Wealth | 0.00% | 3,344 | $846,053 | $840,748 | -$5,305 | -0.63% | |
| Ritholtz Wealth Management | 0.01% | 3,299 | $834,638 | $829,435 | -$5,203 | -0.62% | |
| Raymond James Financial Inc | 0.00% | 3,146 | $795,844 | $790,967 | -$4,877 | -0.61% | |
| Composition Wealth, Llc | 0.01% | 3,079 | $778,909 | $774,122 | -$4,787 | -0.61% |
Frequently asked questions about CRBN
Who are the largest institutional holders of CRBN?
The largest institutional holders of CRBN reported in the latest SEC Form 13F filings include Betterment Llc, Morgan Stanley, Ubs Group Ag, Aspiriant, Llc, and Allianz Se. InsiderSet ranks institutional holders by their latest reported CRBN position.
What is CRBN institutional ownership?
This page tracks CRBN positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI ACWI LOW CARBON (CRBN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CRBN?
InsiderSet currently tracks 131 institutional managers reporting CRBN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CRBN shareholders.
How much CRBN stock do institutions own?
Institutional investment managers disclosed approximately $717.12M in CRBN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CRBN institutional ownership last updated?
The latest CRBN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CRBN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CRBN position after the reporting date.
Are institutions buying or selling CRBN?
Institutional buying and selling can be analyzed by comparing CRBN positions across consecutive 13F reporting periods. InsiderSet's CRBN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CRBN ownership changes.
How has CRBN institutional ownership changed over time?
InsiderSet tracks CRBN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.