CRBN · iShares Low Carbon Optimized MSCI ACWI ETF ETF
$260.31
-0.33 (-0.13%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $324,560
Total Shares: 1,283
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 2 13F filers · Δ vs Jun 30, 2025Top Holder
59.2%
−38.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,171
Highly concentrated−4,444
Quarterly Activity
vs Jun 30, 2025
New
2
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
0
Institutional value:
-33.1%
Shares held:
-44.0%
Top New Positions
vs Jun 30, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | 760 | $192,257 | |
| Mega CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 523 | $132,303 |
Top Sold-Out Positions
vs Jun 30, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Geneos Wealth Management Inc. | 2,245 | $475,535 | |
| Small Front Row Advisors LLC | 45 | $9,531 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Parkside Financial Bank & Trust Bank CRBN | $192,257 | 59.24% | 760 | Shares | 2026-09-04 | |
| Mega CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension CRBN | $132,303 | 40.76% | 523 | Shares | 2026-08-24 |