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ISH LOW CAR OPT MS AC ETF-US (CRBN)

CUSIP: 46434V464 | NYSE | 339 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Aspiriant, LLC127,294
0.8% of portfolio›$32.6M
Stonehearth Capital Management, LLC14,255
1.3% of portfolio›$3.7M
Midwest Financial Partners Investments, Inc.12,288
1.2% of portfolio›$3.1M
University of Maryland Foundation, Inc.10,000
7.9% of portfolio›$2.6M
Gradient Investments LLC8,406
0.0% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.8,135
0.0% of portfolio›$2.1K
Albion Financial Group7,348
0.1% of portfolio›$1.9M
Creative Planning7,118
0.0% of portfolio›$1.8M
Cardinal Point Capital Management ULC6,889
0.1% of portfolio›$1.8M
Bond & Devick Financial Network, Inc.5,404
0.3% of portfolio›$1.4M
Commonwealth Equity Services, LLC3,763
0.0% of portfolio›$964.0K
Evergreen Capital Management LLC3,566
0.0% of portfolio›$913.4K
North Berkeley Wealth Management, LLC3,549
0.4% of portfolio›$909.1K
Ritholtz Wealth Management3,299
0.0% of portfolio›$845.1K
Ackerman Capital Advisors, LLC2,849
0.1% of portfolio›$729.8K
Halbert Hargrove Global Advisors, LLC2,773
0.0% of portfolio›$710.2K
TD Private Client Wealth LLC2,524
0.0% of portfolio›$646.5K
Relyea Zuckerberg Hanson LLC2,322
0.0% of portfolio›$594.8K
Brighton Jones LLC1,931
0.0% of portfolio›$494.7K
Golden State Wealth Management, LLC1,819
0.0% of portfolio›$465.9K
Certuity, LLC1,755
0.0% of portfolio›$449.6K
Patten Group, Inc.1,715
0.1% of portfolio›$439.3K
Farther Finance Advisors, LLC1,594
0.0% of portfolio›$408.3K
Legacies Wealth LLC1,588
0.2% of portfolio›$406.8K
Brooklyn FI, LLC1,363
0.1% of portfolio›$348.5K
Financial Futures Ltd Liability Co.1,323
0.1% of portfolio›$338.8K
Kestra Advisory Services, LLC1,260
0.0% of portfolio›$322.9K
Great Diamond Partners, LLC1,216
0.1% of portfolio›$311.5K
TruNorth Capital Management, LLC1,003
0.0% of portfolio›$257.0K
Fifth Third Bancorp989
0.0% of portfolio›$253.3K
Kraft, Davis & Associates, LLC932
0.1% of portfolio›$237.1K
Creekside Partners885
0.1% of portfolio›$226.7K
Parkside Financial Bank & Trust760
0.0% of portfolio›$194.7K
Trust Co of Vermont724
0.0% of portfolio›$185.4K
US Bancorp \de\655
0.0% of portfolio›$167.8K
Investors Research Corp273
0.0% of portfolio›$69.9K
Community Financial Services Group, LLC272
0.0% of portfolio›$69.5K
Parallel Advisors, LLC170
0.0% of portfolio›$43.5K
Assetmark, Inc163
0.0% of portfolio›$41.8K
Signature Equity Partners, LLC133
0.0% of portfolio›$34.0K
Larson Financial Group LLC115
0.0% of portfolio›$29.5K
Harbor Asset Planning, Inc.102
0.0% of portfolio›$26.1K
Westside Investment Management, Inc.100
0.0% of portfolio›$25.6K
Lanark Financial, Inc.80
0.0% of portfolio›$20.5K
TD Waterhouse Canada Inc.76
0.0% of portfolio›$19.4K
CX Institutional49
0.0% of portfolio›$13
4Thought Financial Group Inc.49
0.0% of portfolio›$12.6K
Kroeger Financial Partners34
0.0% of portfolio›$8.7K
Archer Investment Corp21
0.0% of portfolio›$5.4K
Rossby Financial, LCC18
0.0% of portfolio›$4.6K
Wolff Wiese Magana LLC11
0.0% of portfolio›$2.8K
Physician Wealth Advisors, Inc.0
0.0% of portfolio›$63
StyleTurnoverLocationFiled
Aspiriant, LLC
127,294$32.6M0.8%ETFVery LowLos Angeles, CA2026-10-16
Stonehearth Capital Management, LLC
14,255$3.7M1.3%ETFMediumDanvers, MA2026-10-13
Midwest Financial Partners Investments, Inc.
12,288$3.1M1.2%ETFVery LowSt. Cloud, MN2026-10-08
University of Maryland Foundation, Inc.
10,000$2.6M7.9%ETFN/AAdelphi, MD2026-11-04
Gradient Investments LLC
8,406$2.2M0.0%CoreMediumArden Hills, MN2026-10-08
Cambridge Investment Research Advisors, Inc.
8,135$2.1K0.0%ETFLowFairfield, IA2026-11-02
Albion Financial Group
7,348$1.9M0.1%GrowthLowSalt Lake City, UT2026-10-21
Creative Planning
7,118$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Cardinal Point Capital Management ULC
6,889$1.8M0.1%ValueLowToronto, Australia2026-10-21
Bond & Devick Financial Network, Inc.
5,404$1.4M0.3%ETFVery LowSt. Louis Park, MN2026-10-23
Commonwealth Equity Services, LLC
3,763$964.0K0.0%ETFLowWaltham, MA2026-11-02
Evergreen Capital Management LLC
3,566$913.4K0.0%GARPMediumBellevue, WA2026-10-23
North Berkeley Wealth Management, LLC
3,549$909.1K0.4%ETFMediumBerkeley, CA2026-11-02
Ritholtz Wealth Management
3,299$845.1K0.0%IndexLowNew York, NY2026-11-05
Ackerman Capital Advisors, LLC
2,849$729.8K0.1%ETFLowDallas, TX2026-10-30
Halbert Hargrove Global Advisors, LLC
2,773$710.2K0.0%ETFLowLong Beach, CA2026-10-16
TD Private Client Wealth LLC
2,524$646.5K0.0%ETFLowNew York, NY2026-10-28
Relyea Zuckerberg Hanson LLC
2,322$594.8K0.0%ETFLowStamford, CT2026-10-20
Brighton Jones LLC
1,931$494.7K0.0%CoreVery LowSeattle, WA2026-11-03
Golden State Wealth Management, LLC
1,819$465.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Certuity, LLC
1,755$449.6K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Patten Group, Inc.
1,715$439.3K0.1%CoreLowChattanooga, TN2026-10-26
Farther Finance Advisors, LLC
1,594$408.3K0.0%IndexLowSan Francisco, CA2026-10-08
Legacies Wealth LLC
1,588$406.8K0.2%ETFLowMinnetonka, MN2026-11-02
Brooklyn FI, LLC
1,363$348.5K0.1%ETFVery LowNew York, NY2026-11-05
Financial Futures Ltd Liability Co.
1,323$338.8K0.1%ETFLowBrielle, NJ2026-10-13
Kestra Advisory Services, LLC
1,260$322.9K0.0%CoreLowAustin, TX2026-11-02
Great Diamond Partners, LLC
1,216$311.5K0.1%CoreMediumPortland, ME2026-10-13
TruNorth Capital Management, LLC
1,003$257.0K0.0%ETFLowKalamazoo, MI2026-10-14
Fifth Third Bancorp
989$253.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Kraft, Davis & Associates, LLC
932$237.1K0.1%ETFMediumSt. Louis, MO2026-10-21
Creekside Partners
885$226.7K0.1%ETFVery LowPetaluma, CA2026-11-04
Parkside Financial Bank & Trust
760$194.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Trust Co of Vermont
724$185.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
US Bancorp \de\
655$167.8K0.0%IndexLowMinneapolis, MN2026-11-05
Investors Research Corp
273$69.9K0.0%ETFLowAtlanta, GA2026-10-07
Community Financial Services Group, LLC
272$69.5K0.0%GrowthLowNewport, VT2026-10-15
Parallel Advisors, LLC
170$43.5K0.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
163$41.8K0.0%ETFLowConcord, CA2026-10-21
Signature Equity Partners, LLC
133$34.0K0.0%GrowthMediumColumbus, OH2026-10-29
Larson Financial Group LLC
115$29.5K0.0%GrowthLowSt Louis, MO2026-11-05
Harbor Asset Planning, Inc.
102$26.1K0.0%ETFVery LowBelmont, MA2026-10-23
Westside Investment Management, Inc.
100$25.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Lanark Financial, Inc.
80$20.5K0.0%CoreMediumBirmingham, AL2026-10-26
TD Waterhouse Canada Inc.
76$19.4K0.0%CoreLowToronto, Australia2026-10-16
CX Institutional
49$130.0%CoreMediumAuburn, IN2026-10-02
4Thought Financial Group Inc.
49$12.6K0.0%ETFLowSyosset, NY2026-11-02
Kroeger Financial Partners
34$8.7K0.0%ETFN/AGrass Valley, CA2026-10-19
Archer Investment Corp
21$5.4K0.0%CoreMediumCarmel, IN2026-11-05
Rossby Financial, LCC
18$4.6K0.0%ETFMediumMelbourne, FL2026-11-05
Wolff Wiese Magana LLC
11$2.8K0.0%GrowthLowCarslbad, CA2026-10-15
Physician Wealth Advisors, Inc.
0$630.0%ETFMediumMidvale, UT2026-10-20