iShares U.S. Carbon TransitiLCTUETF
13F holders, Q2 2024 (June 30)155holders +11
16new positions
9sold out
$59.39avg. 13F price*
At the end of Q2 2024, 155 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings, up 11 from Q1 2024. 16 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($335.3M), Varma Mutual Pension Insurance Co ($286.0M) and UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($106.0M).
- Company
- iShares U.S. Carbon Transiti
- Filed as
- BLACKROCK ETF TRUST (Q2 2024)
- CUSIP
- 09290C509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $109.4M |
| Exits | 9 | $224.4M |
All 13F filers, Q1 2024 → Q2 2024: 2,253,455 shares bought and 4,419,435 shares sold, net −2,165,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Envestnet Asset Management Inc. | 0.12% | Reduce -3.0% | 5,644,743 | $335.3M |
| Varma Mutual Pension Insurance Co | 2.30% | No change | 4,814,000 | $286.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 1,785,000 | $106.0M |
| Envestnet Portfolio Solutions, Inc. | 0.35% | Reduce -3.9% | 1,700,426 | $101.0M |
| Factory Mutual Insurance Co. | 0.71% | No change | 1,053,908 | $62.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 696,338 | $41.4M |
| LPL Financial LLC | 0.02% | Add +21.0% | 579,979 | $34.5M |
| Cwm, LLC | 0.16% | Reduce -14.8% | 569,112 | $33.8M |
| Park Avenue Securities LLC | 0.36% | Reduce -1.9% | 496,129 | $29.5M |
| MML Investors Services, LLC | 0.08% | Reduce -10.2% | 328,313 | $19.5M |
| Cetera Investment Advisers | 0.04% | Reduce -5.2% | 270,812 | $16.1M |
| One Wealth Advisors, LLC | 2.32% | Reduce -6.6% | 186,000 | $10.8M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -3.8% | 147,017 | $8.7M |
| Assetmark, Inc. | 0.02% | Add +2.7% | 98,894 | $5.9M |
| United Capital Financial Advisors, LLC | 0.05% | Add +8.2% | 97,850 | $5.8M |
| Advisory Services Network, LLC | 0.12% | Add +30.8% | 97,209 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.4% | 96,109 | $5.7M |
| OneDigital Investment Advisors LLC | 0.07% | Add +124.1% | 94,798 | $5.6M |
| Horst & Graben Wealth Management LLC | 0.98% | Reduce -1.5% | 86,060 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 84,326 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +32.2% | 82,134 | $4.9M |
| Sharkey, Howes & Javer | 0.71% | Reduce -4.7% | 73,474 | $4.4M |
| Morningstar Investment Services LLC | 0.05% | Add +50.0% | 72,777 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | — | 76,688 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +13.9% | 71,292 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +39.9% | 71,077 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Reduce -0.1% | 68,926 | $4.1M |
| Integrated Wealth Concepts LLC | 0.06% | Add +0.2% | 68,752 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.8% | 59,161 | $3.5M |
| SigFig Wealth Management, LLC | 0.12% | Add +4.5% | 53,280 | $3.2M |
| Prudential Financial Inc. | 0.00% | Reduce -7.1% | 50,393 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +45.3% | 47,865 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +189.4% | 45,791 | $2.7M |
| Cerity Partners LLC | 0.01% | Reduce -2.4% | 45,019 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 44,984 | $2.7M |
| TCWP LLC | 6.52% | Reduce -5.0% | 44,717 | $2.7M |
| Mgo One Seven LLC | 0.13% | Reduce -5.0% | 44,717 | $2.7M |
| Diversify Advisory Services, LLC | 0.13% | Reduce -0.4% | 38,675 | $2.3M |
| Wealth Alliance, LLC | 0.29% | Reduce -4.6% | 37,375 | $2.2M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -0.8% | 36,940 | $2.2M |
| Austin Private Wealth, LLC | 0.21% | Reduce -8.5% | 32,405 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +78.5% | 30,892 | $1.8M |
| MA Private Wealth | 0.35% | No change | 30,117 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.9% | 26,312 | $1.6M |
| Regal Investment Advisors LLC | 0.10% | Reduce -1.0% | 25,454 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +483.2% | 25,073 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -8.2% | 24,381 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.8% | 23,611 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +3.8% | 23,611 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +1.0% | 22,555 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +11.2% | 22,268 | $1.3M |
| World Investment Advisors | 0.08% | Reduce -0.6% | 22,044 | $1.3M |
| Keystone Financial Services | 0.52% | Add +4.1% | 21,145 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | Reduce -5.7% | 20,100 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +100.8% | 19,995 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +607.7% | 19,242 | $1.2M |
| One Wealth Management Investment & Advisory Services, LLC | 0.45% | Reduce -6.8% | 18,895 | $1.1M |
| Maia Wealth LLC | 0.33% | — | 18,045 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -33.2% | 16,404 | $975K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -17.4% | 16,112 | $957K |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +9.6% | 15,928 | $946K |
| Dohj, LLC | 0.23% | Add +4.4% | 15,256 | $906K |
| Atria Investments, Inc | 0.01% | New | 15,222 | $904K |
| Sowell Financial Services LLC | 0.04% | Add +3.6% | 14,994 | $891K |
| Copperleaf Capital, LLC | 0.70% | Add +8.7% | 14,744 | $876K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -2.3% | 14,650 | $870K |
| West Wealth Group, LLC | 0.30% | Reduce -2.1% | 14,056 | $835K |
| Farther Finance Advisors, LLC | 0.04% | Add +16.7% | 13,519 | $805K |
| Jane Street Group, LLC | 0.00% | Reduce -14.3% | 13,286 | $789K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -4.0% | 12,819 | $762K |
| Maiden Cove Capital, LLC | 1.64% | — | 13,197 | $755K |
| Buttonwood Financial Group, LLC | 0.43% | Add +5.8% | 12,537 | $746K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -3.1% | 12,247 | $728K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -3.8% | 11,547 | $686K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.8% | 11,307 | $672K |
| LifePlan Investment Advisors, Inc. | 0.47% | Reduce -7.3% | 11,069 | $658K |
| Wealthgarden F.S. LLC | 0.66% | — | 10,538 | $626K |
| UBS Group AG | 0.00% | Reduce -10.8% | 9,911 | $589K |
| Gen-Wealth Partners Inc | 0.28% | Add +1.6% | 9,723 | $578K |
| WBH Advisory Inc. | 0.06% | Reduce -0.3% | 9,707 | $577K |
| Spectrum Planning & Advisory Services Inc. | 0.55% | — | 9,490 | $566K |
| Ascent Group, LLC | 0.05% | Add +0.0% | 9,328 | $554K |
| My Legacy Advisors, LLC | 0.18% | Add +25.8% | 9,307 | $553K |
| CoreCap Advisors, LLC | 0.05% | Add +1.5% | 8,697 | $517K |
| Zacks Investment Management | 0.01% | Add +7.2% | 8,646 | $514K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +28.6% | 8,539 | $507K |
| Beacon Financial Group | 0.06% | Add +7.6% | 8,339 | $495K |
| Savvy Advisors, Inc. | 0.16% | New | 8,338 | $495K |
| Harbour Investments, Inc. | 0.02% | Add +6.0% | 7,801 | $463K |
| AE Wealth Management LLC | 0.00% | Reduce -4.3% | 7,347 | $436K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -11.1% | 7,264 | $432K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.2% | 6,941 | $412K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 6,894 | $410K |
| Capital Analysts, LLC | 0.02% | Add +9.4% | 6,893 | $409K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.8% | 6,820 | $405K |
| Journey Strategic Wealth LLC | 0.02% | Add +36.1% | 6,521 | $387K |
| Theory Financial LLC | 0.18% | Reduce -5.3% | 6,426 | $382K |
| Braun-Bostich & Associates Inc. | 0.28% | New | 6,425 | $382K |
| Claro Advisors Inc. | 0.06% | Add +3.9% | 6,425 | $382K |
| JB Capital LLC | 0.02% | Reduce -6.5% | 6,382 | $379K |
| Tempus Wealth Planning, LLC | 0.16% | Add +31.7% | 6,258 | $372K |
| Hoxton Planning & Management, LLC | 0.17% | Reduce -4.7% | 6,136 | $365K |
| Sugarloaf Wealth Management, LLC | 0.06% | No change | 5,757 | $342K |
| Creative Financial Designs Inc. | 0.03% | Reduce -0.7% | 5,609 | $333K |
| Focus Financial Network, Inc. | 0.01% | Reduce -2.5% | 5,436 | $330K |
| RCS Financial Planning, LLC | 0.19% | Add +1.9% | 5,550 | $330K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -17.7% | 5,301 | $315K |
| Simplicity Wealth,LLC | 0.01% | Add +1.2% | 5,270 | $313K |
| Emergent Wealth Advisors, LLC | 0.25% | Reduce -1.4% | 5,262 | $313K |
| Insight Wealth Strategies, LLC | 0.04% | Add +2.7% | 5,178 | $308K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -18.2% | 5,023 | $298K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +1.3% | 4,968 | $295K |
| Comerica Bank | 0.00% | Add +3.6% | 4,844 | $288K |
| Ally Invest Advisors Inc. | 0.03% | Add +28.4% | 4,815 | $286K |
| High Falls Advisors, Inc | 0.07% | Reduce -1.5% | 4,785 | $284K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 4,620 | $274K |
| JFS Wealth Advisors, LLC | 0.02% | Add +2.2% | 4,600 | $273K |
| Sterling Manor Financial, LLC | 0.21% | No change | 4,537 | $270K |
| Talisman Wealth Advisors LLC | 0.30% | Add +6.7% | 4,376 | $260K |
| Mariner, LLC | 0.00% | New | 4,299 | $255K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,202 | $250K |
| Meridian Wealth Management, LLC | 0.03% | New | 4,195 | $249K |
| HF Advisory Group, LLC | 0.12% | New | 3,948 | $235K |
| IHT Wealth Management, LLC | 0.01% | Add +0.0% | 3,895 | $231K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,868 | $230K |
| Goldstein Advisors, LLC | 0.04% | New | 3,532 | $210K |
| Continuum Advisory, LLC | 0.03% | Add +24.2% | 3,387 | $201K |
| Vertex Planning Partners, LLC | 0.05% | New | 3,374 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.9% | 2,582 | $153K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.6% | 2,407 | $143K |
| BlackRock Inc. | 0.00% | Reduce -5.7% | 2,403 | $143K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Reduce -6.0% | 2,180 | $130K |
| LGT Financial Advisors LLC | 0.27% | Add +0.3% | 2,171 | $129K |
| WealthShield Partners, LLC | 0.02% | Reduce -5.3% | 1,813 | $108K |
| Wells Fargo & Company | 0.00% | New | 1,379 | $82K |
| ORG Partners LLC | 0.01% | New | 1,224 | $73K |
| Global Retirement Partners, LLC | 0.00% | New | 856 | $51K |
| WFA of San Diego, LLC | 0.04% | — | 762 | $45K |
| Principal Securities, Inc. | 0.00% | No change | 711 | $42K |
| NBT Bank, N.A. | 0.00% | No change | 539 | $32K |
| Global Financial Private Client, LLC | 0.01% | Add +3.5% | 527 | $31K |
| Hollencrest Capital Management | 0.00% | No change | 500 | $30K |
| Barrett & Company, Inc. | 0.01% | No change | 445 | $26K |
| Milestone Investment Advisors LLC | 0.01% | No change | 333 | $20K |
| Allworth Financial LP | 0.00% | Reduce -0.6% | 317 | $19K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 233 | $14K |
| Archer Investment Corp | 0.00% | No change | 227 | $13K |
| PSI Advisors, LLC | 0.00% | Add +0.7% | 140 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 136 | $8K |
| Kelly Financial Services LLC | 0.00% | Add +115.1% | 114 | $7K |
| Mather Group, Llc. | 0.00% | Reduce -1.1% | 90 | $5K |
| Morgan Stanley | 0.00% | Reduce -83.7% | 60 | $4K |
| Olistico Wealth, LLC | 0.00% | New | 53 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 48 | $3K |
| FMR LLC | 0.00% | Reduce -91.7% | 1 | $59 |
"% 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.