iShares World Ex U.S. CarbonLCTDETF

13F holders, Q1 2025 (March 31)
97holders −2
11new positions
9sold out
1famous investor
$46.19avg. 13F price*

At the end of Q1 2025, 97 institutions reported holding iShares World Ex U.S. Carbon (LCTD) in their 13F filings, down 2 from Q4 2024. 11 opened new positions and 9 sold out. The largest holders were UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($68.4M), Envestnet Asset Management Inc. ($58.0M) and Envestnet Portfolio Solutions, Inc. ($13.5M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions11$7.3M
Exits9$50.3M

All 13F filers, Q4 2024 → Q1 2025: 211,433 shares bought and 1,392,681 shares sold, net −1,181,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 97 holders

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% No change 1,480,000 $68.4M
Envestnet Asset Management Inc. 0.02% Reduce -1.3% 1,256,592 $58.0M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -24.0% 292,512 $13.5M
LPL Financial LLC 0.00% Add +8.9% 254,473 $11.8M
JPMorgan Chase & Co. 0.00% Reduce -6.0% 141,675 $6.5M
Park Avenue Securities LLC 0.06% Reduce -0.6% 110,188 $5.1M
Flow Traders U.S. LLC 0.15% New 79,396 $3.7M
Cetera Investment Advisers 0.01% Add +12.2% 77,508 $3.6M
MML Investors Services, LLC 0.01% Add +0.3% 66,574 $3.1M
Susquehanna International Group, LLP 0.00% New 48,841 $2.3M
Cwm, LLC 0.01% Reduce -57.6% 31,241 $1.4M
Cerity Partners LLC 0.00% Reduce -2.0% 31,056 $1.4M
Assetmark, Inc. 0.00% Reduce -7.8% 28,508 $1.3M
One Wealth Advisors, LLC 0.19% Reduce -17.8% 27,606 $1.3M
Thrivent Financial for Lutherans 0.00% No change 26,522 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -6.6% 24,513 $1.1M
Jane Street Group, LLC 0.00% New 22,738 $1.1M
Janney Montgomery Scott LLC 0.00% Add +1.8% 22,060 $1.0M
United Capital Financial Advisors, LLC 0.01% Reduce -11.9% 20,556 $949K
Royal Bank of Canada 0.00% Reduce -3.5% 20,247 $935K
Horst & Graben Wealth Management LLC 0.16% Reduce -10.6% 19,101 $882K
OneDigital Investment Advisors LLC 0.01% Reduce -1.9% 16,453 $760K
Sharkey, Howes & Javer 0.11% Reduce -4.9% 16,332 $754K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.8% 16,315 $754K
Equitable Holdings, Inc. 0.01% Reduce -10.2% 15,967 $738K
Sanctuary Advisors, LLC 0.00% Reduce -3.0% 14,664 $677K
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.8% 14,075 $650K
SigFig Wealth Management, LLC 0.02% Reduce -4.2% 13,097 $610K
Davis Wealth Advisors, LLC 0.66% Reduce -7.9% 12,744 $589K
Perigon Wealth Management, LLC 0.01% Add +35.1% 11,880 $549K
Investor's Fiduciary Advisor Network, LLC 0.26% Add +5.6% 11,824 $546K
Commonwealth Equity Services, LLC 0.00% Reduce -0.7% 11,709 $541K
GeoWealth Management, LLC 0.02% Add +80.8% 9,926 $458K
HighTower Advisors, LLC 0.00% Add +58.3% 9,350 $432K
Bank of New York Mellon Corp 0.00% Reduce -1.7% 9,191 $425K
Citadel Advisors 0.00% Reduce -80.1% 9,163 $423K
Osaic Holdings, Inc. 0.00% Reduce -40.0% 8,922 $412K
NewEdge Advisors, LLC 0.00% Reduce -0.4% 8,843 $408K
Elios Financial Group Inc. 0.19% Reduce -0.2% 8,533 $394K
Mgo One Seven LLC 0.02% Reduce -5.1% 8,510 $393K
Sofi Wealth, LLC 0.03% Add +529.8% 8,219 $380K
Orion Porfolio Solutions, LLC 0.00% Add +4.8% 8,178 $378K
Orion Portfolio Solutions, LLC 0.00% Add +4.8% 8,178 $378K
AE Wealth Management LLC 0.00% Reduce -4.8% 7,866 $363K
Austin Private Wealth, LLC 0.03% Reduce -2.2% 7,562 $349K
Wealth Alliance, LLC 0.04% Reduce -9.3% 7,417 $343K
Integrated Wealth Concepts LLC 0.00% Reduce -19.1% 7,289 $337K
RFG Advisory, LLC 0.01% Add +12.9% 6,485 $300K
Regal Investment Advisors LLC 0.02% Add +2.0% 6,268 $290K
Townsquare Capital LLC 0.00% Reduce -19.2% 6,244 $288K
MA Private Wealth 0.05% No change 6,020 $278K
Snowden Capital Advisors LLC 0.01% Reduce -8.0% 5,618 $259K
Farther Finance Advisors, LLC 0.01% Add +58.3% 5,542 $257K
Merit Financial Group, LLC 0.00% New 5,447 $252K
Sagespring Wealth Partners, LLC 0.01% Reduce -6.8% 5,253 $243K
World Investment Advisors 0.01% Add +8.7% 5,242 $242K
Avantax Advisory Services, Inc. 0.00% Reduce -11.7% 5,172 $239K
Diversify Advisory Services, LLC 0.01% Reduce -22.2% 4,692 $226K
One Wealth Capital Management, LLC 0.12% Reduce -4.4% 4,668 $216K
EverSource Wealth Advisors, LLC 0.01% Reduce -14.8% 4,237 $196K
CoreCap Advisors, LLC 0.00% Add +24.6% 2,318 $107K
First Horizon Advisors, Inc. 0.00% Reduce -8.6% 2,133 $99K
Capital Analysts, LLC 0.00% Add +11.1% 2,062 $96K
Gen-Wealth Partners Inc 0.04% Add +1.7% 1,907 $88K
Aptus Capital Advisors, LLC 0.00% Reduce -8.6% 1,602 $74K
Harbour Investments, Inc. 0.00% Add +1.2% 1,368 $63K
UBS Group AG 0.00% Reduce -1.9% 1,337 $62K
Creative Financial Designs Inc. 0.00% Reduce -1.8% 1,237 $57K
JFS Wealth Advisors, LLC 0.00% Reduce -2.1% 1,205 $56K
O'shaughnessy Asset Management, LLC 0.00% No change 1,192 $55K
Comerica Bank 0.00% Reduce -1.0% 1,175 $54K
Continuum Advisory, LLC 0.00% Reduce -4.3% 642 $30K
Rossby Financial, LCC 0.01% New 616 $29K
BlackRock, Inc. 0.00% Reduce -3.1% 533 $25K
IFP Advisors, Inc 0.00% New 481 $22K
PNC Financial Services Group, Inc. 0.00% Reduce -8.5% 450 $21K
Milestone Investment Advisors LLC 0.00% No change 290 $13K
Guardian Wealth Advisors, LLC / NC 0.00% No change 289 $13K
Transce3nd, LLC 0.00% Reduce -12.9% 229 $11K
WealthTrak Capital Management LLC 0.01% No change 214 $10K
Capital A Wealth Management, LLC 0.01% No change 205 $9K
GPS Wealth Strategies Group, LLC 0.00% No change 175 $8K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -19.2% 164 $8K
Cornerstone Planning Group LLC 0.00% New 157 $7K
NBT Bank, N.A. 0.00% New 150 $7K
Ameriflex Group, Inc. 0.00% Add +11.7% 143 $7K
1 North Wealth Services LLC 0.00% New 130 $6K
WealthShield Partners, LLC 0.00% Reduce -68.0% 125 $6K
Morgan Stanley 0.00% Add +11100.0% 112 $5K
Physician Wealth Advisors, Inc. 0.00% Reduce -2.7% 107 $5K
Golden State Wealth Management, LLC 0.00% New 99 $5K
Coldstream Capital Management Inc. 0.00% New 98 $5K
Global Financial Private Client, LLC 0.00% Reduce -4.9% 97 $4K
Mather Group, Llc. 0.00% Add +85.7% 91 $4K
Hanson & Doremus Investment Management 0.00% No change 77 $4K
MAI Capital Management 0.00% No change 64 $3K
Allworth Financial LP 0.00% Reduce -42.9% 4 $208

"% 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.