13F Insight
DOSSIER · 13F Holders · Q1 2026
CRBN

ISHARES TR

146 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V464·146 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$606M
visible holders
Holders
146
filers reporting
Concentration
47.84%
Betterment LLC #1
top holder share
AI Holders Summary · Q1 2026

146 institutions reported CRBN in Q1 2026. Betterment LLC leads at 47.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Betterment LLC
CIK 0001633901
$290M1.3M0.55%Q1 202602
MORGAN STANLEY
CIK 0000895421
$53M210K0.00%Q2 202603
UBS Group AG
CIK 0001610520
$42M166K0.01%Q2 202604
ASPIRIANT, LLC
CIK 0001433541
$31M123K0.77%Q2 202605
ALLIANZ SE
CIK 0001127508
$29M114K0.30%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M106K0.00%Q2 202607
Investure, LLC
CIK 0001476993
$27M105K1.66%Q2 202608
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$17M74K0.01%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$15M58K0.00%Q2 202610
BSW Wealth Partners
CIK 0001512601
$14M55K1.56%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$12M49K0.00%Q2 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M35K0.00%Q2 202613
National Philanthropic Trust
CIK 0001785342
$8M32K0.12%Q2 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M30K0.00%Q2 202615
AlTi Global, Inc.
CIK 0001838615
$6M22K0.12%Q2 202616
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$5M18K0.06%Q2 202617
LPL Financial LLC
CIK 0001403438
$4M16K0.00%Q2 202618
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$4M15K0.00%Q2 202619
Stonehearth Capital Management, LLC
CIK 0001550191
$4M14K1.23%Q2 202620
Wealthfront Advisers LLC
CIK 0001763921
$4M14K0.01%Q2 2026
Page 1 of 8
126 more holders available. Log in →
Insiders at ISHARES TR
Reich Adam Marc →Reich Jonathan Steven →