iShares U.S. Carbon TransitiLCTUETF
13F holders, Q3 2024 (September 30)166holders +11
19new positions
10sold out
1famous investor
$62.57avg. 13F price*
At the end of Q3 2024, 166 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings, up 11 from Q2 2024. 19 opened new positions and 10 sold out. The largest holders were Envestnet Asset Management Inc. ($315.1M), Varma Mutual Pension Insurance Co ($298.8M) and UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($112.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Carbon Transiti
- Filed as
- BLACKROCK ETF TRUST (Q3 2024)
- CUSIP
- 09290C509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $6.7M |
| Exits | 10 | $2.7M |
All 13F filers, Q2 2024 → Q3 2024: 256,638 shares bought and 1,936,736 shares sold, net −1,680,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Envestnet Asset Management Inc. | 0.10% | Reduce -11.0% | 5,022,998 | $315.1M |
| Varma Mutual Pension Insurance Co | 2.37% | No change | 4,814,000 | $298.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | No change | 1,785,000 | $112.0M |
| Envestnet Portfolio Solutions, Inc. | 0.31% | Reduce -11.1% | 1,511,750 | $94.8M |
| Factory Mutual Insurance Co. | 0.41% | Reduce -39.5% | 637,908 | $40.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.4% | 603,252 | $37.8M |
| LPL Financial LLC | 0.01% | Reduce -11.7% | 512,302 | $32.1M |
| Park Avenue Securities LLC | 0.31% | Reduce -11.5% | 439,121 | $27.6M |
| Cwm, LLC | 0.11% | Reduce -27.1% | 414,796 | $26.0M |
| MML Investors Services, LLC | 0.06% | Reduce -15.5% | 277,571 | $17.4M |
| Cetera Investment Advisers | 0.04% | Reduce -4.0% | 259,865 | $16.3M |
| One Wealth Advisors, LLC | 1.63% | Reduce -8.9% | 169,427 | $10.6M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -11.2% | 130,505 | $8.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +67.3% | 119,281 | $7.5M |
| Assetmark, Inc. | 0.02% | Add +1.1% | 99,988 | $6.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +35.0% | 92,816 | $5.8M |
| Advisory Services Network, LLC | 0.12% | No change | 97,209 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -9.7% | 86,764 | $5.4M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -9.7% | 85,635 | $5.4M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -12.8% | 85,330 | $5.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 83,633 | $5.2M |
| Horst & Graben Wealth Management LLC | 0.90% | Reduce -7.6% | 79,531 | $5.0M |
| Morningstar Investment Services LLC | 0.05% | Add +9.0% | 79,348 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.1% | 69,752 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -18.0% | 62,861 | $4.1M |
| Sharkey, Howes & Javer | 0.58% | Reduce -11.5% | 65,011 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.7% | 64,932 | $4.1M |
| Equitable Holdings, Inc. | 0.04% | Reduce -8.0% | 63,426 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -5.7% | 55,804 | $3.5M |
| Prudential Financial Inc. | 0.00% | Add +2.1% | 51,458 | $3.2M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -5.6% | 50,298 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +339.6% | 49,702 | $3.1M |
| Elios Financial Group Inc. | 1.35% | — | 46,679 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.7% | 45,139 | $2.8M |
| Cerity Partners LLC | 0.01% | Add +0.0% | 45,020 | $2.8M |
| Mgo One Seven LLC | 0.11% | Reduce -7.4% | 41,388 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.8% | 41,046 | $2.6M |
| Diversify Advisory Services, LLC | 0.12% | Reduce -10.9% | 34,458 | $2.2M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -7.3% | 34,240 | $2.1M |
| Perigon Wealth Management, LLC | 0.06% | Add +8.6% | 33,539 | $2.1M |
| Wealth Alliance, LLC | 0.24% | Reduce -13.4% | 32,362 | $2.0M |
| Austin Private Wealth, LLC | 0.19% | Reduce -4.7% | 30,868 | $1.9M |
| MA Private Wealth | 0.36% | Add +0.6% | 30,300 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.6% | 29,967 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +21.9% | 28,777 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +21.9% | 28,777 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +3.2% | 25,870 | $1.6M |
| Regal Investment Advisors LLC | 0.11% | Reduce -4.3% | 24,358 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -8.3% | 24,130 | $1.5M |
| Citadel Advisors | 0.00% | New | 22,252 | $1.4M |
| World Investment Advisors | 0.04% | Add +0.8% | 22,209 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -9.4% | 22,082 | $1.4M |
| Townsquare Capital LLC | 0.02% | Reduce -4.6% | 21,517 | $1.3M |
| Keystone Financial Services | 0.46% | Reduce -10.1% | 19,002 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -8.1% | 18,471 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -9.6% | 17,395 | $1.1M |
| Maia Wealth LLC | 0.26% | Reduce -6.8% | 16,815 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -16.8% | 16,634 | $1.0M |
| Dohj, LLC | 0.23% | Add +4.6% | 15,964 | $992K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -4.7% | 15,176 | $952K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -33.3% | 14,844 | $931K |
| Copperleaf Capital, LLC | 0.71% | Reduce -0.2% | 14,710 | $923K |
| Maiden Cove Capital, LLC | 1.43% | Add +11.0% | 14,646 | $919K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -0.0% | 14,644 | $919K |
| RFG Advisory, LLC | 0.03% | New | 14,424 | $905K |
| Atria Investments, Inc | 0.01% | Reduce -7.7% | 14,052 | $882K |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -20.5% | 13,048 | $819K |
| Sound View Wealth Advisors Group, LLC | 0.07% | New | 13,010 | $816K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -2.9% | 12,445 | $781K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -0.1% | 12,237 | $768K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -10.3% | 12,121 | $760K |
| Sowell Financial Services LLC | 0.04% | Reduce -19.5% | 12,075 | $758K |
| Buttonwood Financial Group, LLC | 0.45% | Reduce -4.2% | 12,005 | $753K |
| West Wealth Group, LLC | 0.24% | Reduce -17.7% | 11,571 | $726K |
| UBS Group AG | 0.00% | Add +12.2% | 11,116 | $697K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -34.9% | 10,488 | $655K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -10.6% | 10,327 | $648K |
| LifePlan Investment Advisors, Inc. | 0.41% | Reduce -7.9% | 10,190 | $639K |
| CoreCap Advisors, LLC | 0.03% | Add +17.0% | 10,173 | $638K |
| Eq LLC | 0.31% | New | 9,737 | $611K |
| Spectrum Planning & Advisory Services Inc. | 0.58% | Add +1.8% | 9,660 | $606K |
| Wealthgarden F.S. LLC | 0.59% | Reduce -8.6% | 9,633 | $604K |
| Gen-Wealth Partners Inc | 0.26% | Reduce -2.6% | 9,473 | $599K |
| Ascent Group, LLC | 0.04% | Reduce -0.3% | 9,296 | $583K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +27.3% | 8,775 | $551K |
| WBH Advisory Inc. | 0.05% | Reduce -11.3% | 8,615 | $541K |
| Savvy Advisors, Inc. | 0.11% | Add +2.2% | 8,522 | $535K |
| Jane Street Group, LLC | 0.00% | Reduce -36.1% | 8,483 | $532K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.3% | 8,425 | $529K |
| Beacon Financial Group | 0.06% | Reduce -0.9% | 8,260 | $518K |
| My Legacy Advisors, LLC | 0.20% | Reduce -12.3% | 8,163 | $512K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +46.2% | 7,263 | $456K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +51.9% | 7,019 | $440K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,941 | $435K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.4% | 6,913 | $434K |
| AE Wealth Management LLC | 0.00% | Reduce -9.2% | 6,672 | $419K |
| Centurion Wealth Management LLC | 0.13% | — | 6,614 | $415K |
| Braun-Bostich & Associates Inc. | 0.29% | Add +1.6% | 6,525 | $409K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -11.2% | 6,449 | $405K |
| Gateway Wealth Partners, LLC | 0.11% | Add +19.9% | 6,355 | $399K |
| Capital Analysts, LLC | 0.02% | Reduce -8.0% | 6,339 | $398K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -4.4% | 6,235 | $391K |
| Theory Financial LLC | 0.17% | Reduce -2.8% | 6,249 | $388K |
| Tempus Wealth Planning, LLC | 0.14% | Reduce -1.4% | 6,171 | $387K |
| Wedbush Securities Inc. | 0.01% | Reduce -10.4% | 6,112 | $383K |
| Hoxton Planning & Management, LLC | 0.14% | Reduce -3.3% | 5,931 | $372K |
| Claro Advisors Inc. | 0.05% | Reduce -9.2% | 5,834 | $366K |
| JB Capital LLC | 0.02% | Reduce -12.8% | 5,563 | $349K |
| Creative Financial Designs Inc. | 0.03% | Reduce -6.4% | 5,252 | $330K |
| Insight Wealth Strategies, LLC | 0.04% | Add +0.2% | 5,190 | $326K |
| Emergent Wealth Advisors, LLC | 0.24% | Reduce -1.7% | 5,173 | $325K |
| Talisman Wealth Advisors LLC | 0.34% | Add +17.6% | 5,148 | $323K |
| RCS Financial Planning, LLC | 0.18% | Reduce -8.6% | 5,074 | $318K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 4,937 | $310K |
| Ally Invest Advisors Inc. | 0.03% | Add +0.7% | 4,848 | $304K |
| Focus Financial Network, Inc. | 0.01% | Reduce -11.3% | 4,822 | $303K |
| Simplicity Wealth,LLC | 0.03% | Reduce -9.2% | 4,786 | $300K |
| Sugarloaf Wealth Management, LLC | 0.05% | Reduce -17.0% | 4,780 | $300K |
| Trilogy Capital Inc. | 0.01% | New | 4,690 | $294K |
| Capital Asset Advisory Services LLC | 0.01% | New | 4,585 | $288K |
| Comerica Bank | 0.00% | Reduce -11.3% | 4,296 | $270K |
| Kestra Investment Management, LLC | 0.01% | New | 4,276 | $268K |
| High Falls Advisors, Inc | 0.06% | Reduce -11.3% | 4,245 | $266K |
| Gries Financial LLC | 0.05% | New | 4,213 | $264K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,057 | $255K |
| Sterling Manor Financial, LLC | 0.17% | Reduce -11.5% | 4,016 | $252K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -13.6% | 3,976 | $249K |
| Csenge Advisory Group | 0.01% | New | 3,890 | $247K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -6.4% | 3,925 | $246K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,895 | $244K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,868 | $243K |
| Captrust Financial Advisors | 0.00% | New | 3,853 | $242K |
| Physician Wealth Advisors, Inc. | 0.04% | New | 3,777 | $240K |
| Goldstein Advisors, LLC | 0.04% | Add +3.8% | 3,667 | $230K |
| Vertex Planning Partners, LLC | 0.05% | Add +7.5% | 3,628 | $228K |
| W.H. Cornerstone Investments Inc. | 0.15% | New | 3,573 | $224K |
| Hilltop Holdings Inc. | 0.01% | New | 3,188 | $200K |
| Continuum Advisory, LLC | 0.02% | Reduce -21.8% | 2,648 | $172K |
| LGT Financial Advisors LLC | 0.34% | Add +0.4% | 2,180 | $137K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -10.8% | 2,146 | $135K |
| BlackRock, Inc. | 0.00% | — | 2,111 | $132K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -10.9% | 1,942 | $122K |
| Global Retirement Partners, LLC | 0.00% | Add +112.6% | 1,820 | $114K |
| WealthShield Partners, LLC | 0.01% | Reduce -10.8% | 1,617 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -46.3% | 1,387 | $87K |
| Wells Fargo & Company | 0.00% | No change | 1,379 | $87K |
| Morgan Stanley | 0.00% | Add +1866.7% | 1,180 | $74K |
| ORG Partners LLC | 0.01% | Reduce -11.8% | 1,079 | $68K |
| GeoWealth Management, LLC | 0.00% | New | 1,057 | $66K |
| WFA of San Diego, LLC | 0.04% | No change | 762 | $48K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 739 | $46K |
| NBT Bank, N.A. | 0.00% | Add +36.5% | 736 | $46K |
| Principal Securities, Inc. | 0.00% | No change | 711 | $45K |
| Ascentis Independent Advisors | 0.01% | New | 518 | $32K |
| Hollencrest Capital Management | 0.00% | No change | 500 | $31K |
| Global Financial Private Client, LLC | 0.01% | Reduce -11.2% | 468 | $29K |
| Barrett & Company, Inc. | 0.01% | No change | 445 | $28K |
| Copley Financial Group, Inc. | 0.02% | — | 365 | $23K |
| Milestone Investment Advisors LLC | 0.01% | No change | 333 | $21K |
| Archer Investment Corp | 0.00% | No change | 227 | $14K |
| Mather Group, Llc. | 0.00% | Add +80.0% | 162 | $10K |
| PSI Advisors, LLC | 0.00% | Add +0.7% | 141 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 136 | $9K |
| Raleigh Capital Management Inc. | 0.00% | New | 69 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 48 | $3K |
| Allworth Financial LP | 0.00% | Reduce -89.9% | 32 | $2K |
"% 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.