iShares U.S. Carbon TransitiLCTUETF
13F holders, Q1 2024 (March 31)144holders
$57.40avg. 13F price*
At the end of Q1 2024, 144 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($334.3M), Varma Mutual Pension Insurance Co ($276.4M) and California State Teachers Retirement System ($221.6M).
- Company
- iShares U.S. Carbon Transiti
- Filed as
- BLACKROCK ETF TRUST (Q1 2024)
- CUSIP
- 09290C509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $7.1M |
| Exits | 14 | $3.1M |
Ownership 144 holders
| Envestnet Asset Management Inc. | 0.12% | Add +0.1% | 5,822,414 | $334.3M |
| Varma Mutual Pension Insurance Co | 2.39% | No change | 4,814,000 | $276.4M |
| California State Teachers Retirement System | 0.28% | Reduce -47.6% | 3,859,591 | $221.6M |
| Credit Suisse AG/ | 0.10% | Add +12.6% | 1,785,000 | $102.5M |
| Envestnet Portfolio Solutions, Inc. | 0.38% | Reduce -5.2% | 1,769,853 | $101.6M |
| Factory Mutual Insurance Co. | 0.69% | Reduce -50.4% | 1,053,908 | $60.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4.9% | 680,945 | $39.1M |
| Cwm, LLC | 0.19% | Reduce -10.7% | 667,757 | $38.3M |
| Park Avenue Securities LLC | 0.38% | Reduce -1.4% | 505,712 | $29.0M |
| LPL Financial LLC | 0.01% | Add +24.2% | 479,166 | $27.5M |
| MML Investors Services, LLC | 0.09% | Add +2.9% | 365,511 | $21.0M |
| Cetera Investment Advisers | 0.04% | Add +46.9% | 285,757 | $16.4M |
| One Wealth Advisors, LLC | 1.99% | Reduce -0.6% | 199,159 | $11.4M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -3.0% | 152,893 | $8.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.2% | 97,495 | $5.6M |
| Assetmark, Inc. | 0.02% | Add +6.2% | 96,322 | $5.5M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -5.0% | 90,420 | $5.2M |
| Horst & Graben Wealth Management LLC | 1.02% | Add +6.6% | 87,352 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +7.3% | 82,898 | $4.8M |
| Sharkey, Howes & Javer | 0.72% | Reduce -4.5% | 77,121 | $4.4M |
| Advisory Services Network, LLC | 0.09% | Reduce -1.8% | 74,294 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Reduce -2.4% | 68,958 | $4.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +3.7% | 68,614 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +12.8% | 62,594 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -87.9% | 62,148 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -0.9% | 60,247 | $3.5M |
| Prudential Financial Inc. | 0.00% | Reduce -3.1% | 54,266 | $3.1M |
| SigFig Wealth Management, LLC | 0.11% | Add +0.1% | 50,967 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.4% | 50,792 | $2.9M |
| Morningstar Investment Services LLC | 0.03% | Reduce -32.4% | 48,527 | $2.8M |
| TCWP LLC | 7.19% | Reduce -3.3% | 47,064 | $2.7M |
| Mgo One Seven LLC | 0.14% | Reduce -3.3% | 47,064 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 46,678 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +0.2% | 46,106 | $2.6M |
| OneDigital Investment Advisors LLC | 0.04% | Add +3.5% | 42,307 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +397.3% | 41,503 | $2.4M |
| Wealth Alliance, LLC | 0.29% | Reduce -1.0% | 39,161 | $2.2M |
| Diversify Advisory Services, LLC | 0.13% | — | 38,839 | $2.2M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -21.9% | 37,235 | $2.1M |
| Austin Private Wealth, LLC | 0.23% | Add +6.4% | 35,405 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 32,947 | $1.9M |
| MA Private Wealth | 0.35% | No change | 30,117 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +1.7% | 26,568 | $1.5M |
| Regal Investment Advisors LLC | 0.10% | Reduce -0.3% | 25,710 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.11% | Reduce -0.3% | 24,545 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +31.5% | 24,379 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.3% | 22,751 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +4.3% | 22,751 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +5.1% | 22,324 | $1.3M |
| World Investment Advisors | 0.18% | Reduce -2.3% | 22,167 | $1.3M |
| Strategic Blueprint, LLC | 0.09% | Reduce -0.6% | 21,320 | $1.2M |
| Keystone Financial Services | 0.51% | Reduce -1.7% | 20,309 | $1.2M |
| One Wealth Management Investment & Advisory Services, LLC | 0.48% | Reduce -4.6% | 20,262 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -2.9% | 20,034 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +12.2% | 17,307 | $994K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +34.6% | 19,515 | $923K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.9% | 15,824 | $908K |
| Jane Street Group, LLC | 0.00% | New | 15,511 | $890K |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -5.9% | 15,142 | $869K |
| CreativeOne Wealth, LLC | 0.03% | Add +197.4% | 15,001 | $861K |
| Dohj, LLC | 0.22% | Add +2.5% | 14,608 | $839K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +19.6% | 14,539 | $835K |
| Sowell Financial Services LLC | 0.04% | New | 14,479 | $831K |
| West Wealth Group, LLC | 0.31% | Reduce -1.2% | 14,361 | $824K |
| Copperleaf Capital, LLC | 0.67% | Reduce -5.7% | 13,565 | $779K |
| Lincoln National Corp. | 0.01% | Add +136.7% | 13,469 | $773K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -6.0% | 13,356 | $767K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -8.0% | 12,643 | $726K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Reduce -10.1% | 12,002 | $689K |
| LifePlan Investment Advisors, Inc. | 0.55% | Add +7.3% | 11,945 | $686K |
| Buttonwood Financial Group, LLC | 0.40% | Add +30.4% | 11,846 | $680K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -0.6% | 11,588 | $663K |
| UBS Group AG | 0.00% | Add +12.0% | 11,106 | $638K |
| NewEdge Advisors, LLC | 0.01% | New | 9,957 | $572K |
| WBH Advisory Inc. | 0.06% | Add +6.0% | 9,741 | $559K |
| Gen-Wealth Partners Inc | 0.27% | — | 9,572 | $550K |
| Ascent Group, LLC | 0.05% | Reduce -0.0% | 9,325 | $535K |
| Buck Wealth Strategies, LLC | 0.18% | New | 9,090 | $522K |
| CoreCap Advisors, LLC | 0.03% | Add +9.9% | 8,565 | $492K |
| Transcend Capital Advisors, LLC | 0.04% | Add +16.8% | 8,171 | $469K |
| Zacks Investment Management | 0.00% | New | 8,062 | $463K |
| Beacon Financial Group | 0.05% | Reduce -6.2% | 7,751 | $445K |
| AE Wealth Management LLC | 0.01% | Reduce -67.3% | 7,681 | $441K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -8.7% | 7,479 | $429K |
| My Legacy Advisors, LLC | 0.14% | Add +52.8% | 7,398 | $425K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.0% | 7,360 | $423K |
| Wedbush Securities Inc. | 0.02% | Add +21.8% | 7,091 | $407K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 6,875 | $395K |
| JB Capital LLC | 0.03% | Add +9.7% | 6,822 | $392K |
| Theory Financial LLC | 0.20% | New | 6,789 | $390K |
| Centurion Wealth Management LLC | 0.15% | Reduce -13.1% | 6,719 | $386K |
| Spire Wealth Management | 0.01% | Reduce -10.1% | 6,719 | $386K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.2% | 6,641 | $381K |
| Hoxton Planning & Management, LLC | 0.18% | Reduce -4.2% | 6,439 | $370K |
| Gateway Wealth Partners, LLC | 0.13% | Reduce -7.4% | 6,438 | $370K |
| Capital Analysts, LLC | 0.02% | Add +23.6% | 6,301 | $362K |
| Claro Advisors Inc. | 0.06% | New | 6,182 | $355K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,143 | $353K |
| Sugarloaf Wealth Management, LLC | 0.07% | Add +22.3% | 5,757 | $331K |
| Creative Financial Designs Inc. | 0.03% | Reduce -0.2% | 5,650 | $324K |
"% 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.