iShares World Ex U.S. CarbonLCTDETF

13F holders, Q4 2024 (December 31)
99holders +8
12new positions
14sold out
1famous investor
$43.54avg. 13F price*

At the end of Q4 2024, 99 institutions reported holding iShares World Ex U.S. Carbon (LCTD) in their 13F filings, up 8 from Q3 2024. 12 opened new positions and 14 sold out. The largest holders were UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($64.4M), Envestnet Asset Management Inc. ($55.4M) and Factory Mutual Insurance Co. ($50.0M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions12$2.7M
Exits14$3.7M

All 13F filers, Q3 2024 → Q4 2024: 309,432 shares bought and 119,897 shares sold, net +189,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 99 holders

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% No change 1,480,000 $64.4M
Envestnet Asset Management Inc. 0.02% Add +4.0% 1,273,255 $55.4M
Factory Mutual Insurance Co. 0.54% No change 1,147,970 $50.0M
Envestnet Portfolio Solutions, Inc. 0.05% Add +2.6% 385,050 $16.8M
LPL Financial LLC 0.00% Add +74.1% 233,706 $10.2M
JPMorgan Chase & Co. 0.00% Add +18.9% 150,668 $6.6M
Park Avenue Securities LLC 0.05% Add +10.7% 110,796 $4.8M
Cwm, LLC 0.01% Reduce -20.3% 73,739 $3.2M
Cetera Investment Advisers 0.01% Add +3.2% 69,060 $3.0M
MML Investors Services, LLC 0.01% Reduce -1.2% 66,370 $2.9M
Citadel Advisors 0.00% New 46,148 $2.0M
One Wealth Advisors, LLC 0.22% Reduce -0.7% 33,602 $1.5M
Cerity Partners LLC 0.00% Reduce -9.7% 31,681 $1.4M
Assetmark, Inc. 0.00% Add +28.6% 30,921 $1.3M
Thrivent Financial for Lutherans 0.00% Add +5.2% 26,522 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -6.8% 26,233 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +5.9% 23,336 $1.0M
Janney Montgomery Scott LLC 0.00% Add +8.9% 21,670 $943K
Horst & Graben Wealth Management LLC 0.17% Add +5.6% 21,369 $930K
Royal Bank of Canada 0.00% Add +9.7% 20,992 $914K
Equitable Holdings, Inc. 0.01% Add +4.8% 17,782 $774K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.4% 17,501 $762K
Sharkey, Howes & Javer 0.10% Add +6.9% 17,179 $748K
OneDigital Investment Advisors LLC 0.01% Add +0.3% 16,768 $730K
Sanctuary Advisors, LLC 0.00% Reduce -6.6% 15,110 $694K
Osaic Holdings, Inc. 0.00% Add +9.1% 14,874 $647K
Steward Partners Investment Advisory, LLC 0.01% Add +11.3% 14,781 $643K
Davis Wealth Advisors, LLC 0.66% — 13,840 $602K
SigFig Wealth Management, LLC 0.02% Add +11.0% 13,664 $596K
Commonwealth Equity Services, LLC 0.00% Add +12.7% 11,788 $513K
Investor's Fiduciary Advisor Network, LLC 0.19% — 11,193 $487K
Bank of New York Mellon Corp 0.00% Reduce -5.0% 9,347 $407K
Integrated Wealth Concepts LLC 0.00% Reduce -52.3% 9,004 $392K
Mgo One Seven LLC 0.01% Reduce -2.1% 8,969 $390K
Perigon Wealth Management, LLC 0.01% Add +77.6% 8,790 $388K
NewEdge Advisors, LLC 0.00% Add +24555.6% 8,876 $386K
Elios Financial Group Inc. 0.18% Add +3.4% 8,549 $372K
AE Wealth Management LLC 0.00% Reduce -2.5% 8,259 $359K
Wealth Alliance, LLC 0.04% Add +7.0% 8,174 $356K
Orion Porfolio Solutions, LLC 0.00% Add +15.6% 7,800 $339K
Orion Portfolio Solutions, LLC 0.00% Add +15.6% 7,800 $339K
Austin Private Wealth, LLC 0.03% Add +7.6% 7,734 $337K
Townsquare Capital LLC 0.00% Add +50.0% 7,724 $336K
Regal Investment Advisors LLC 0.02% Add +12.1% 6,147 $268K
Snowden Capital Advisors LLC 0.01% Add +16.7% 6,103 $266K
MA Private Wealth 0.05% Add +1.0% 6,020 $262K
Diversify Advisory Services, LLC 0.01% Reduce -22.1% 6,031 $262K
HighTower Advisors, LLC 0.00% New 5,907 $257K
Avantax Advisory Services, Inc. 0.00% Reduce -5.8% 5,860 $255K
RFG Advisory, LLC 0.01% New 5,745 $250K
Sagespring Wealth Partners, LLC 0.01% — 5,637 $245K
GeoWealth Management, LLC 0.01% Add +2168.2% 5,489 $239K
EverSource Wealth Advisors, LLC 0.01% Add +7.4% 4,971 $216K
One Wealth Capital Management, LLC 0.11% — 4,884 $213K
World Investment Advisors 0.01% Add +3.3% 4,822 $210K
Concourse Financial Group Securities, Inc. 0.01% Add +15.7% 4,168 $188K
Farther Finance Advisors, LLC 0.01% Add +13.5% 3,502 $152K
Venturi Wealth Management, LLC 0.01% Add +9.3% 3,233 $141K
First Horizon Advisors, Inc. 0.00% Reduce -19.5% 2,333 $102K
Gen-Wealth Partners Inc 0.04% Reduce -9.1% 1,875 $82K
Capital Analysts, LLC 0.00% Add +23.3% 1,856 $81K
CoreCap Advisors, LLC 0.00% Add +27.2% 1,861 $81K
Aptus Capital Advisors, LLC 0.00% Reduce -60.3% 1,753 $76K
UBS Group AG 0.00% Reduce -5.6% 1,363 $59K
Harbour Investments, Inc. 0.00% Reduce -6.0% 1,352 $59K
Sofi Wealth, LLC 0.00% New 1,305 $57K
Creative Financial Designs Inc. 0.00% Add +5.5% 1,260 $55K
JFS Wealth Advisors, LLC 0.00% Add +11.9% 1,231 $54K
Van Hulzen Asset Management, LLC 0.00% New 1,218 $53K
O'shaughnessy Asset Management, LLC 0.00% New 1,192 $52K
Comerica Bank 0.00% Add +1.0% 1,187 $52K
Endeavor Private Wealth, Inc. 0.05% — 1,151 $50K
Kestra Investment Management, LLC 0.00% New 874 $38K
Continuum Advisory, LLC 0.00% Add +5.3% 671 $29K
BlackRock, Inc. 0.00% Add +6.8% 550 $24K
PNC Financial Services Group, Inc. 0.00% Add +22.1% 492 $21K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -6.7% 429 $19K
Global Retirement Partners, LLC 0.00% No change 425 $18K
WealthShield Partners, LLC 0.00% Add +2.6% 391 $17K
Milestone Investment Advisors LLC 0.00% No change 290 $13K
Guardian Wealth Advisors, LLC / NC 0.00% New 289 $13K
ORG Partners LLC 0.00% No change 289 $13K
Transce3nd, LLC 0.00% — 263 $11K
WealthTrak Capital Management LLC 0.01% — 214 $9K
Capital A Wealth Management, LLC 0.01% — 205 $9K
Northwestern Mutual Wealth Management Co. 0.00% Add +23.8% 203 $9K
GPS Wealth Strategies Group, LLC 0.00% Add +1.7% 175 $8K
Atlatl Advisers LLC 0.00% — 157 $7K
Ameriflex Group, Inc. 0.00% — 128 $6K
Physician Wealth Advisors, Inc. 0.00% New 110 $5K
Global Financial Private Client, LLC 0.00% Add +8.5% 102 $4K
Hanson & Doremus Investment Management 0.00% New 77 $3K
MAI Capital Management 0.00% New 64 $3K
Sugarloaf Wealth Management, LLC 0.00% Reduce -95.8% 50 $2K
Mather Group, Llc. 0.00% Add +32.4% 49 $2K
Parallel Advisors, LLC 0.00% New 34 $1K
Tucker Asset Management LLC 0.00% No change 11 $479
Allworth Financial LP 0.00% No change 7 $333
Morgan Stanley 0.00% Reduce -98.5% 1 $49

"% 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.