iShares U.S. Carbon TransitiLCTUETF

13F holders, Q2 2026 (June 30)
211holders +13
27new positions
13sold out
1famous investor
$80.11avg. 13F price*

At the end of Q2 2026, 211 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings, up 13 from Q1 2026. 27 opened new positions and 13 sold out. The largest holders were Varma Mutual Pension Insurance Co ($385.9M), Envestnet Asset Management Inc. ($338.1M) and LPL Financial LLC ($98.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares U.S. Carbon Transiti
Filed as
BLACKROCK ETF TRUST (Q2 2026)
CUSIP
09290C509
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 144Q1 2024Q2 2024: 155Q2 2024Q3 2024: 166Q3 2024Q4 2024: 181Q4 2024Q1 2025: 181Q1 2025Q2 2025: 187Q2 2025Q3 2025: 175Q3 2025Q4 2025: 205Q4 2025Q1 2026: 198Q1 2026Q2 2026: 211Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions27$13.7M
Exits13$6.4M

All 13F filers, Q1 2026 → Q2 2026: 384,339 shares bought and 582,653 shares sold, net −198,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 211 holders

Varma Mutual Pension Insurance Co 2.04% No change 4,814,000 $385.9M
Envestnet Asset Management Inc. 0.08% Reduce -4.7% 4,217,213 $338.1M
LPL Financial LLC 0.02% Add +1.6% 1,232,880 $98.8M
Envestnet Portfolio Solutions, Inc. 0.31% Reduce -4.7% 803,987 $64.4M
JPMorgan Chase & Co. 0.00% Reduce -2.3% 730,454 $58.1M
Park Avenue Securities LLC 0.21% Reduce -3.3% 419,357 $33.6M
Cetera Investment Advisers 0.02% Reduce -4.0% 280,587 $22.5M
MML Investors Services, LLC 0.04% Add +14.1% 232,617 $18.6M
Sofi Wealth, LLC 0.48% Add +22.3% 148,576 $11.9M
Janney Montgomery Scott LLC 0.02% Reduce -0.4% 142,890 $11.5M
One Wealth Advisors, LLC 1.16% Reduce -0.8% 131,079 $10.5M
Thrivent Financial for Lutherans 0.02% Add +9.5% 124,466 $9.9M
Assetmark, Inc. 0.02% Reduce -4.4% 112,781 $9.0M
Royal Bank of Canada 0.00% Add +6.8% 101,940 $8.2M
Avise Financial Cooperative, Inc. 5.66% Reduce -12.3% 99,006 $7.9M
GeoWealth Management, LLC 0.20% Add +17.5% 80,709 $6.5M
Advisory Services Network, LLC 0.07% Reduce -2.9% 80,398 $6.4M
Archer Investment Management, LLC 2.01% Reduce -10.8% 73,549 $5.9M
OneDigital Investment Advisors LLC 0.05% Reduce -5.4% 66,569 $5.3M
Cerity Partners LLC 0.01% Add +7.2% 65,142 $5.2M
Sanctuary Advisors, LLC 0.02% Add +4.0% 63,936 $5.1M
Horst & Graben Wealth Management LLC 0.62% Reduce -9.1% 58,722 $4.7M
Integrated Wealth Concepts LLC 0.03% Reduce -3.9% 58,519 $4.7M
Equitable Holdings, Inc. 0.03% Reduce -5.3% 58,362 $4.7M
Perigon Wealth Management, LLC 0.07% Add +6.1% 56,764 $4.6M
Merit Financial Group, LLC 0.03% Add +5.6% 55,958 $4.5M
Sharkey, Howes & Javer 0.54% Reduce -2.0% 55,810 $4.5M
Steward Partners Investment Advisory, LLC 0.02% Add +4.4% 54,877 $4.4M
United Capital Financial Advisors, LLC 0.02% Reduce -17.3% 54,788 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.3% 54,128 $4.3M
NewEdge Advisors, LLC 0.01% Add +32.8% 53,797 $4.3M
Bank of New York Mellon Corp 0.00% Reduce -8.4% 50,370 $4.0M
Orion Porfolio Solutions, LLC 0.03% Add +6.2% 49,761 $4.0M
Davis Wealth Advisors, LLC 3.04% Add +10.4% 49,046 $3.9M
SigFig Wealth Management, LLC 0.10% Reduce -4.3% 45,034 $3.6M
Mgo One Seven LLC 0.06% Reduce -5.2% 42,703 $3.4M
Commonwealth Equity Services, LLC 0.00% Add +2.2% 41,482 $3.3M
Raymond James Financial Inc. 0.00% Add +80.7% 41,397 $3.3M
Vise Technologies, Inc. 0.03% New 38,218 $3.1M
Osaic Holdings, Inc. 0.00% Add +7.6% 37,718 $3.0M
Farther Finance Advisors, LLC 0.02% Add +7.3% 32,407 $2.6M
Wealth Enhancement Advisory Services, LLC 0.00% New 31,598 $2.6M
Concurrent Investment Advisors, LLC 0.02% Add +11.3% 29,806 $2.4M
MA Private Wealth 0.34% Reduce -2.8% 28,310 $2.3M
World Investment Advisors 0.03% Reduce -0.4% 28,211 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -55.3% 23,534 $1.9M
HighTower Advisors, LLC 0.00% Add +3.1% 23,451 $1.9M
RFG Advisory, LLC 0.03% Reduce -4.4% 22,932 $1.8M
Sagespring Wealth Partners, LLC 0.03% Reduce -0.3% 22,907 $1.8M
OpenArc Corporate Advisory, LLC 0.02% Reduce -4.4% 22,123 $1.8M
Aptus Capital Advisors, LLC 0.01% Reduce -8.1% 21,770 $1.7M
Regal Investment Advisors LLC 0.09% Reduce -1.9% 21,563 $1.7M
Snowden Capital Advisors LLC 0.04% Reduce -6.1% 21,167 $1.7M
Skyline Advisors, Inc. 0.53% Add +17.7% 21,141 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -8.2% 20,391 $1.6M
Kestra Private Wealth Services, LLC 0.02% Add +9.5% 19,984 $1.6M
Wealth Alliance, LLC 0.13% Reduce -4.0% 19,546 $1.6M
Savvy Advisors, Inc. 0.03% Add +1.9% 17,628 $1.4M
One Wealth Capital Management, LLC 0.39% Add +5.0% 16,886 $1.4M
Keystone Financial Services 0.34% Add +6.1% 16,608 $1.3M
Zenith Solutions, Inc. 1.20% — 16,521 $1.3M
RCS Financial Planning, LLC 0.60% Reduce -3.2% 15,806 $1.3M
EverSource Wealth Advisors, LLC 0.04% Add +11.9% 15,036 $1.2M
Ashton Thomas Private Wealth, LLC 0.02% Add +187.4% 14,882 $1.2M
&partners 0.00% Add +3.7% 14,656 $1.2M
Lifelong Wealth Advisors, Inc. 0.27% Reduce -3.5% 14,367 $1.2M
Navigation Group, LLC 0.22% Add +0.5% 14,220 $1.1M
Gateway Wealth Partners, LLC 0.07% Reduce -52.7% 14,107 $1.1M
Mercer Global Advisors Inc. 0.00% New 14,083 $1.1M
Theory Financial LLC 0.35% Add +4.9% 13,720 $1.1M
LifePlan Investment Advisors, Inc. 0.37% Reduce -11.3% 13,448 $1.1M
Beacon Pointe Advisors, LLC 0.00% New 13,214 $1.1M
MLG Wealth Management DBA Pine Grove Financial Group 0.11% Reduce -6.4% 12,979 $1.0M
Diversify Advisory Services, LLC 0.02% New 12,879 $1.0M
Diversify Wealth Management, LLC 0.02% Reduce -13.5% 12,879 $1.0M
Hoxton Planning & Management, LLC 0.26% Add +13.3% 12,560 $1.0M
CoreCap Advisors, LLC 0.03% Reduce -0.9% 12,447 $998K
Eq LLC 0.24% Reduce -10.0% 12,325 $988K
Atria Investments, Inc 0.01% Reduce -22.6% 11,747 $942K
Asempa Wealth Advisors 0.70% Reduce -0.2% 11,393 $913K
CreativeOne Wealth, LLC 0.02% Reduce -43.1% 11,198 $898K
Cornerstone Planning Group LLC 0.11% Add +3.9% 10,920 $878K
Venturi Wealth Management, LLC 0.03% Add +0.9% 10,668 $855K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -3.0% 10,411 $835K
Capital Analysts, LLC 0.02% Add +16.6% 10,154 $814K
West Wealth Group, LLC 0.13% Reduce -0.7% 9,994 $801K
Traveka Wealth, LLC 0.24% Add +14.6% 9,152 $734K
Tempus Wealth Planning, LLC 0.14% Reduce -4.1% 9,020 $723K
Strategic Blueprint, LLC 0.04% Reduce -1.4% 8,944 $717K
Wealthgarden F.S. LLC 0.40% Reduce -2.1% 8,882 $712K
UBS Group AG 0.00% Add +7.5% 8,772 $703K
Beacon Financial Group 0.06% Reduce -0.8% 8,711 $698K
Oregon Pacific Wealth Management, LLC 0.65% Reduce -7.5% 8,609 $690K
Trilogy Capital Inc. 0.03% Add +0.8% 8,384 $672K
Focus Financial Network, Inc. 0.02% Add +61.7% 8,369 $671K
AE Wealth Management LLC 0.00% Add +46.9% 8,287 $664K
WBH Advisory Inc. 0.04% Reduce -4.7% 8,247 $661K
Cypress Wealth Services, LLC 0.08% Add +1.3% 8,088 $648K
Gen-Wealth Partners Inc 0.18% Add +12.2% 8,041 $645K
Bison Wealth, LLC 0.06% Add +0.2% 7,738 $625K

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

Show all 211 holders