iShares World Ex U.S. CarbonLCTDETF

13F holders, Q3 2024 (September 30)
91holders +4
9new positions
6sold out
$48.64avg. 13F price*

At the end of Q3 2024, 91 institutions reported holding iShares World Ex U.S. Carbon (LCTD) in their 13F filings, up 4 from Q2 2024. 9 opened new positions and 6 sold out. The largest holders were UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($72.0M), Envestnet Asset Management Inc. ($59.6M) and Factory Mutual Insurance Co. ($55.8M).

Company
iShares World Ex U.S. Carbon
Filed as
BLACKROCK ETF TRUST (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions9$721K
Exits6$3.1M

All 13F filers, Q2 2024 → Q3 2024: 112,074 shares bought and 997,393 shares sold, net −885,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 91 holders

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% No change 1,480,000 $72.0M
Envestnet Asset Management Inc. 0.02% Add +0.8% 1,224,042 $59.6M
Factory Mutual Insurance Co. 0.58% Reduce -44.1% 1,147,970 $55.8M
Envestnet Portfolio Solutions, Inc. 0.06% Add +0.9% 375,363 $18.3M
LPL Financial LLC 0.00% Add +4.2% 134,252 $6.5M
JPMorgan Chase & Co. 0.00% Reduce -0.6% 126,696 $6.2M
Park Avenue Securities LLC 0.05% Reduce -0.1% 100,107 $4.9M
Cwm, LLC 0.02% Add +53.4% 92,567 $4.5M
MML Investors Services, LLC 0.01% Reduce -3.9% 67,199 $3.3M
Cetera Investment Advisers 0.01% Add +8.7% 66,945 $3.3M
Cerity Partners LLC 0.00% No change 35,094 $1.7M
One Wealth Advisors, LLC 0.25% Add +0.3% 33,848 $1.6M
Atria Wealth Solutions, Inc. 0.01% Add +0.3% 28,142 $1.4M
Thrivent Financial for Lutherans 0.00% Add +99.0% 25,214 $1.2M
Assetmark, Inc. 0.00% Add +15.1% 24,044 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -1.0% 22,034 $1.1M
Horst & Graben Wealth Management LLC 0.18% Add +1.6% 20,242 $985K
Janney Montgomery Scott LLC 0.00% Add +2.1% 19,894 $968K
Morningstar Investment Services LLC 0.01% Add +23.6% 19,319 $941K
Royal Bank of Canada 0.00% Add +3.0% 19,140 $931K
Integrated Wealth Concepts LLC 0.01% Add +46.8% 18,893 $919K
Jane Street Group, LLC 0.00% Reduce -34.0% 17,919 $872K
Equitable Holdings, Inc. 0.01% Add +3.4% 16,968 $826K
OneDigital Investment Advisors LLC 0.01% Reduce -6.5% 16,726 $814K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.9% 16,289 $792K
Sharkey, Howes & Javer 0.11% Add +0.2% 16,073 $782K
Susquehanna International Group, LLP 0.00% Reduce -22.1% 15,031 $731K
Sanctuary Advisors, LLC 0.00% Add +4.6% 16,174 $728K
Osaic Holdings, Inc. 0.00% Reduce -1.7% 13,639 $664K
Steward Partners Investment Advisory, LLC 0.01% Add +3.4% 13,281 $646K
Prudential Financial Inc. 0.00% Add +15.4% 12,996 $632K
SigFig Wealth Management, LLC 0.02% Add +6.3% 12,312 $600K
Commonwealth Equity Services, LLC 0.00% Reduce -0.1% 10,457 $509K
Bank of New York Mellon Corp 0.00% Add +3.7% 9,840 $479K
Mgo One Seven LLC 0.02% Add +13.3% 9,165 $446K
AE Wealth Management LLC 0.00% Add +0.3% 8,474 $412K
Elios Financial Group Inc. 0.19% — 8,268 $402K
Wealth Alliance, LLC 0.04% Reduce -3.2% 7,642 $372K
Diversify Advisory Services, LLC 0.02% Reduce -9.0% 7,743 $363K
Austin Private Wealth, LLC 0.03% Add +3.5% 7,187 $350K
Orion Porfolio Solutions, LLC 0.00% Add +39.7% 6,745 $328K
Orion Portfolio Solutions, LLC 0.00% Add +39.7% 6,745 $328K
Avantax Advisory Services, Inc. 0.00% Reduce -4.9% 6,222 $303K
MA Private Wealth 0.05% Reduce -7.6% 5,963 $290K
Regal Investment Advisors LLC 0.02% Add +8.6% 5,485 $267K
Snowden Capital Advisors LLC 0.01% Reduce -1.2% 5,230 $254K
Townsquare Capital LLC 0.00% Add +8.2% 5,151 $251K
International Assets Investment Management, LLC 0.02% New 4,865 $243K
Perigon Wealth Management, LLC 0.01% New 4,950 $241K
World Investment Advisors 0.01% Add +0.5% 4,667 $227K
EverSource Wealth Advisors, LLC 0.01% Add +2.2% 4,628 $225K
Aptus Capital Advisors, LLC 0.00% Reduce -12.2% 4,411 $215K
Strategic Blueprint, LLC 0.01% New 4,227 $206K
Concourse Financial Group Securities, Inc. 0.01% Add +7.7% 3,602 $175K
Farther Finance Advisors, LLC 0.01% Add +25.4% 3,085 $150K
Venturi Wealth Management, LLC 0.01% Add +2.4% 2,959 $144K
First Horizon Advisors, Inc. 0.00% Add +13.2% 2,899 $141K
Gen-Wealth Partners Inc 0.04% Add +6.8% 2,062 $95K
Capital Analysts, LLC 0.00% Add +8.9% 1,505 $73K
CoreCap Advisors, LLC 0.00% Add +30.7% 1,463 $71K
UBS Group AG 0.00% Add +10.3% 1,444 $70K
Harbour Investments, Inc. 0.00% No change 1,438 $70K
Creative Financial Designs Inc. 0.00% No change 1,194 $58K
Sugarloaf Wealth Management, LLC 0.01% Add +2.9% 1,178 $57K
Comerica Bank 0.00% No change 1,175 $57K
JFS Wealth Advisors, LLC 0.00% Add +0.2% 1,100 $54K
Continuum Advisory, LLC 0.00% Reduce -14.7% 637 $29K
BlackRock, Inc. 0.00% — 515 $25K
AdvisorNet Financial, Inc 0.00% Add +1.7% 470 $23K
Oliver Lagore Vanvalin Investment Group 0.01% No change 460 $22K
Global Retirement Partners, LLC 0.00% Add +150.0% 425 $21K
PNC Financial Services Group, Inc. 0.00% Reduce -37.2% 403 $20K
WealthShield Partners, LLC 0.00% No change 381 $19K
Mfa Wealth Advisors, LLC 0.00% No change 310 $15K
Wells Fargo & Company 0.00% No change 306 $15K
Milestone Investment Advisors LLC 0.00% No change 290 $14K
ORG Partners LLC 0.00% No change 289 $14K
GeoWealth Management, LLC 0.00% New 242 $12K
GPS Wealth Strategies Group, LLC 0.00% No change 172 $8K
Northwestern Mutual Wealth Management Co. 0.00% New 164 $8K
NBT Bank, N.A. 0.00% Add +44.2% 150 $7K
National Bank of Canada 0.00% No change 121 $6K
Ascentis Independent Advisors 0.00% New 120 $6K
Global Financial Private Client, LLC 0.00% No change 94 $5K
Copley Financial Group, Inc. 0.00% — 84 $4K
Morgan Stanley 0.00% New 68 $3K
Mather Group, Llc. 0.00% Add +105.6% 37 $2K
NewEdge Advisors, LLC 0.00% New 36 $2K
Raleigh Capital Management Inc. 0.00% New 19 $924
Tucker Asset Management LLC 0.00% No change 11 $535
Allworth Financial LP 0.00% No change 7 $353

"% 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.