iShares World Ex U.S. CarbonLCTDETF
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.7M |
| Exits | 14 | $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.