iShares World Ex U.S. CarbonLCTDETF

13F holders, Q2 2024 (June 30)
87holders +3
11new positions
8sold out
1famous investor
$44.78avg. 13F price*

At the end of Q2 2024, 87 institutions reported holding iShares World Ex U.S. Carbon (LCTD) in their 13F filings, up 3 from Q1 2024. 11 opened new positions and 8 sold out. The largest holders were Factory Mutual Insurance Co. ($92.0M), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($66.3M) and Envestnet Asset Management Inc. ($54.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares World Ex U.S. Carbon
Filed as
BLACKROCK ETF TRUST (Q2 2024)
CUSIP
09290C608
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 84Q1 2024Q2 2024: 87Q2 2024Q3 2024: 91Q3 2024Q4 2024: 99Q4 2024Q1 2025: 97Q1 2025Q2 2025: 97Q2 2025Q3 2025: 98Q3 2025Q4 2025: 100Q4 2025Q1 2026: 97Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions11$66.8M
Exits8$74.1M

All 13F filers, Q1 2024 → Q2 2024: 1,576,662 shares bought and 1,728,909 shares sold, net −152,247 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

Factory Mutual Insurance Co. 1.05% No change 2,053,970 $92.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% New 1,480,000 $66.3M
Envestnet Asset Management Inc. 0.02% Reduce -1.8% 1,213,988 $54.4M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -2.8% 371,944 $16.7M
LPL Financial LLC 0.00% Add +24.7% 128,802 $5.8M
JPMorgan Chase & Co. 0.00% Add +6.0% 127,401 $5.7M
Park Avenue Securities LLC 0.05% Reduce -2.8% 100,245 $4.5M
MML Investors Services, LLC 0.01% Reduce -7.2% 69,950 $3.1M
Cetera Investment Advisers 0.01% Reduce -2.0% 61,581 $2.8M
Cwm, LLC 0.01% Reduce -15.6% 60,354 $2.7M
Flow Traders U.S. LLC 0.13% Add +19.3% 58,891 $2.6M
Cerity Partners LLC 0.00% Add +0.2% 35,094 $1.6M
One Wealth Advisors, LLC 0.32% Add +3.6% 33,751 $1.5M
Atria Wealth Solutions, Inc. 0.01% Reduce -3.2% 28,053 $1.3M
Jane Street Group, LLC 0.00% Reduce -61.3% 27,162 $1.2M
United Capital Financial Advisors, LLC 0.01% Add +13.6% 22,263 $997K
Assetmark, Inc. 0.00% Add +5.3% 20,882 $935K
Horst & Graben Wealth Management LLC 0.17% Add +1.9% 19,923 $892K
Janney Montgomery Scott LLC 0.00% Reduce -2.8% 19,483 $873K
Susquehanna International Group, LLP 0.00% Reduce -10.7% 19,285 $864K
Royal Bank of Canada 0.00% Add +1.7% 18,574 $832K
OneDigital Investment Advisors LLC 0.01% Add +191.6% 17,890 $801K
Equitable Holdings, Inc. 0.01% Add +6.3% 16,403 $735K
Sharkey, Howes & Javer 0.12% Reduce -7.7% 16,044 $718K
Morningstar Investment Services LLC 0.01% Add +48.1% 15,629 $701K
Sanctuary Advisors, LLC 0.01% — 15,460 $693K
Cambridge Investment Research Advisors, Inc. 0.00% Add +43.4% 15,377 $689K
Osaic Holdings, Inc. 0.00% Add +17.0% 13,879 $622K
Integrated Wealth Concepts LLC 0.01% Add +0.9% 12,868 $576K
Steward Partners Investment Advisory, LLC 0.01% Add +3.7% 12,843 $575K
Thrivent Financial for Lutherans 0.00% Add +6.3% 12,671 $567K
SigFig Wealth Management, LLC 0.02% Add +4.5% 11,584 $519K
Prudential Financial Inc. 0.00% Reduce -3.3% 11,260 $504K
Commonwealth Equity Services, LLC 0.00% Add +48.5% 10,464 $469K
Bank of New York Mellon Corp 0.00% Reduce -3.0% 9,487 $425K
Diversify Advisory Services, LLC 0.02% Add +3.0% 8,512 $386K
AE Wealth Management LLC 0.00% Reduce -4.5% 8,448 $378K
TCWP LLC 0.89% Reduce -10.4% 8,089 $362K
Mgo One Seven LLC 0.02% Reduce -10.4% 8,089 $362K
Wealth Alliance, LLC 0.05% Reduce -0.8% 7,892 $353K
Austin Private Wealth, LLC 0.03% Reduce -5.5% 6,944 $311K
Avantax Advisory Services, Inc. 0.00% Add +9.3% 6,545 $293K
MA Private Wealth 0.06% No change 6,453 $289K
Citadel Advisors 0.00% New 6,202 $278K
Snowden Capital Advisors LLC 0.01% Reduce -7.2% 5,295 $237K
Regal Investment Advisors LLC 0.01% Reduce -0.2% 5,049 $226K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 5,023 $225K
Orion Porfolio Solutions, LLC 0.00% Add +3.3% 4,829 $216K
Orion Portfolio Solutions, LLC 0.00% Add +3.3% 4,829 $216K
Townsquare Capital LLC 0.00% Reduce -0.5% 4,763 $213K
EverSource Wealth Advisors, LLC 0.01% Add +781.3% 4,530 $208K
World Investment Advisors 0.01% Reduce -1.6% 4,642 $208K
Stratos Wealth Advisors, LLC 0.01% New 4,641 $208K
Concourse Financial Group Securities, Inc. 0.01% Add +4.5% 3,346 $150K
Venturi Wealth Management, LLC 0.01% Add +0.4% 2,891 $129K
First Horizon Advisors, Inc. 0.00% Reduce -5.3% 2,561 $115K
Farther Finance Advisors, LLC 0.01% Add +23.4% 2,461 $110K
Gen-Wealth Partners Inc 0.04% Add +6.8% 1,931 $86K
Harbour Investments, Inc. 0.00% Add +19.7% 1,438 $64K
Capital Analysts, LLC 0.00% Add +7.0% 1,382 $62K
UBS Group AG 0.00% Reduce -18.1% 1,309 $59K
Creative Financial Designs Inc. 0.00% Reduce -0.8% 1,194 $53K
Comerica Bank 0.00% Add +6.0% 1,175 $53K
Sugarloaf Wealth Management, LLC 0.01% No change 1,145 $51K
CoreCap Advisors, LLC 0.01% Add +10.8% 1,119 $50K
JFS Wealth Advisors, LLC 0.00% Add +5.5% 1,098 $49K
Continuum Advisory, LLC 0.00% Add +27.3% 747 $33K
PNC Financial Services Group, Inc. 0.00% Add +52.1% 642 $29K
BlackRock Inc. 0.00% Add +0.2% 506 $23K
AdvisorNet Financial, Inc 0.00% Add +1.5% 462 $21K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -7.8% 460 $21K
WealthShield Partners, LLC 0.00% No change 381 $17K
Mfa Wealth Advisors, LLC 0.00% New 310 $14K
Wells Fargo & Company 0.00% New 306 $14K
Milestone Investment Advisors LLC 0.00% No change 290 $13K
ORG Partners LLC 0.00% New 289 $13K
GPS Wealth Strategies Group, LLC 0.00% New 172 $8K
Global Retirement Partners, LLC 0.00% New 170 $8K
National Bank of Canada 0.00% No change 121 $5K
NBT Bank, N.A. 0.00% No change 104 $5K
Global Financial Private Client, LLC 0.00% Reduce -7.8% 94 $4K
Ashton Thomas Private Wealth, LLC 0.00% New 45 $2K
Kelly Financial Services LLC 0.00% New 23 $1K
Mather Group, Llc. 0.00% Add +5.9% 18 $822
Tucker Asset Management LLC 0.00% New 11 $493
Allworth Financial LP 0.00% No change 7 $330
FMR LLC 0.00% No change 2 $90

"% of holder's portfolio" is LCTD's weight in each manager's 13F, not the share of iShares World Ex U.S. Carbon the manager owns.