iShares U.S. Carbon TransitiLCTUETF
13F holders, Q4 2024 (December 31)181holders +15
18new positions
19sold out
$64.07avg. 13F price*
At the end of Q4 2024, 181 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings, up 15 from Q3 2024. 18 opened new positions and 19 sold out. The largest holders were Envestnet Asset Management Inc. ($313.0M), Varma Mutual Pension Insurance Co ($308.3M) and UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($114.3M).
- Company
- iShares U.S. Carbon Transiti
- Filed as
- BLACKROCK ETF TRUST (Q4 2024)
- CUSIP
- 09290C509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.2M |
| Exits | 19 | $15.0M |
All 13F filers, Q3 2024 → Q4 2024: 668,354 shares bought and 767,637 shares sold, net −99,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Envestnet Asset Management Inc. | 0.10% | Reduce -2.7% | 4,886,215 | $313.0M |
| Varma Mutual Pension Insurance Co | 2.34% | No change | 4,814,000 | $308.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | No change | 1,785,000 | $114.3M |
| Envestnet Portfolio Solutions, Inc. | 0.30% | Reduce -4.0% | 1,451,306 | $93.0M |
| LPL Financial LLC | 0.02% | Add +77.1% | 907,094 | $58.1M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 647,020 | $41.4M |
| Factory Mutual Insurance Co. | 0.44% | No change | 637,908 | $40.9M |
| Park Avenue Securities LLC | 0.29% | Add +1.1% | 444,144 | $28.4M |
| Cwm, LLC | 0.09% | Reduce -22.1% | 323,217 | $20.7M |
| MML Investors Services, LLC | 0.06% | Reduce -6.1% | 260,620 | $16.7M |
| Cetera Investment Advisers | 0.03% | Reduce -1.6% | 255,663 | $16.4M |
| Financially Speaking Inc | 10.99% | — | 252,676 | $16.2M |
| One Wealth Advisors, LLC | 1.53% | Reduce -4.8% | 161,251 | $10.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.1% | 121,813 | $8.0M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -11.9% | 114,968 | $7.4M |
| Assetmark, Inc. | 0.02% | Add +13.1% | 113,092 | $7.2M |
| Advisory Services Network, LLC | 0.11% | Reduce -3.2% | 94,060 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.8% | 87,418 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 85,577 | $5.5M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -2.4% | 83,264 | $5.3M |
| Horst & Graben Wealth Management LLC | 0.92% | Add +1.4% | 80,674 | $5.2M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -7.7% | 79,032 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.0% | 68,359 | $4.4M |
| Sharkey, Howes & Javer | 0.57% | Reduce -1.8% | 63,844 | $4.1M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -3.8% | 60,444 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.1% | 62,279 | $4.0M |
| Equitable Holdings, Inc. | 0.04% | Reduce -4.8% | 60,387 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +5.2% | 58,698 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -38.2% | 57,381 | $3.7M |
| Davis Wealth Advisors, LLC | 3.94% | — | 55,944 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +218.1% | 52,919 | $3.4M |
| SigFig Wealth Management, LLC | 0.12% | Add +1.5% | 51,049 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.4% | 48,930 | $3.1M |
| Investor's Fiduciary Advisor Network, LLC | 1.15% | — | 46,880 | $3.0M |
| Elios Financial Group Inc. | 1.31% | Reduce -7.4% | 43,212 | $2.8M |
| Cerity Partners LLC | 0.01% | Reduce -5.2% | 42,685 | $2.7M |
| Mgo One Seven LLC | 0.10% | Reduce -0.2% | 41,304 | $2.6M |
| Perigon Wealth Management, LLC | 0.06% | Add +20.9% | 40,567 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.5% | 34,691 | $2.2M |
| Wealth Alliance, LLC | 0.24% | Reduce -3.6% | 31,194 | $2.0M |
| Austin Private Wealth, LLC | 0.19% | Add +0.1% | 30,910 | $2.0M |
| MA Private Wealth | 0.36% | Reduce -0.5% | 30,152 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.4% | 30,043 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +4.4% | 30,043 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +15.5% | 29,872 | $1.9M |
| Townsquare Capital LLC | 0.02% | Add +36.4% | 29,348 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -26.6% | 25,129 | $1.6M |
| Regal Investment Advisors LLC | 0.12% | Add +0.7% | 24,530 | $1.6M |
| World Investment Advisors | 0.04% | Add +6.1% | 23,565 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -31.8% | 23,513 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Add +4.9% | 23,167 | $1.5M |
| RFG Advisory, LLC | 0.04% | Add +58.3% | 22,832 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -13.5% | 20,880 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.04% | — | 20,804 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 20,790 | $1.3M |
| Keystone Financial Services | 0.47% | Add +0.0% | 19,008 | $1.2M |
| One Wealth Capital Management, LLC | 0.60% | — | 18,546 | $1.2M |
| Maia Wealth LLC | 0.25% | Add +6.3% | 17,883 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +1563.5% | 17,583 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -3.6% | 16,765 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +5.7% | 16,043 | $1.1M |
| Dohj, LLC | 0.24% | Add +1.9% | 16,276 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Add +10.7% | 16,205 | $1.0M |
| Strategic Blueprint, LLC | 0.05% | Reduce -23.6% | 14,121 | $904K |
| Theory Financial LLC | 0.36% | Add +117.5% | 13,595 | $871K |
| LifePlan Investment Advisors, Inc. | 0.54% | Add +32.8% | 13,531 | $867K |
| Oregon Pacific Wealth Management, LLC | 0.85% | — | 13,482 | $864K |
| Farther Finance Advisors, LLC | 0.03% | Add +10.6% | 13,410 | $859K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +0.8% | 13,117 | $840K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -12.3% | 13,024 | $834K |
| West Wealth Group, LLC | 0.24% | Add +9.7% | 12,696 | $813K |
| Maiden Cove Capital, LLC | 1.24% | Reduce -13.5% | 12,671 | $812K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -0.9% | 12,128 | $777K |
| Copperleaf Capital, LLC | 0.49% | Reduce -17.8% | 12,087 | $774K |
| Buttonwood Financial Group, LLC | 0.41% | Reduce -7.4% | 11,118 | $738K |
| Atria Investments, Inc | 0.01% | Reduce -24.9% | 10,556 | $676K |
| Wealthgarden F.S. LLC | 0.62% | Add +8.1% | 10,413 | $667K |
| CoreCap Advisors, LLC | 0.03% | Add +1.5% | 10,327 | $661K |
| Eq LLC | 0.30% | Add +2.2% | 9,953 | $637K |
| UBS Group AG | 0.00% | Reduce -11.6% | 9,828 | $629K |
| Lifelong Wealth Advisors, Inc. | 0.27% | — | 9,525 | $610K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.8% | 9,375 | $600K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -25.5% | 9,266 | $594K |
| WBH Advisory Inc. | 0.05% | Add +4.1% | 8,967 | $574K |
| Bison Wealth, LLC | 0.07% | — | 8,747 | $560K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -17.6% | 8,514 | $545K |
| Gen-Wealth Partners Inc | 0.23% | Reduce -10.8% | 8,452 | $541K |
| Mariner, LLC | 0.00% | New | 8,250 | $528K |
| Beacon Financial Group | 0.06% | Reduce -0.2% | 8,245 | $528K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -2.6% | 8,207 | $526K |
| Spectrum Planning & Advisory Services Inc. | 0.46% | Reduce -15.1% | 8,205 | $526K |
| Raymond James Financial Inc. | 0.00% | — | 7,997 | $512K |
| Savvy Advisors, Inc. | 0.06% | Reduce -7.6% | 7,876 | $504K |
| Zacks Investment Management | 0.00% | New | 7,843 | $502K |
| Tempus Wealth Planning, LLC | 0.15% | Add +25.3% | 7,733 | $495K |
| Ascent Group, LLC | 0.04% | Reduce -17.3% | 7,685 | $492K |
| Capital Analysts, LLC | 0.02% | Add +20.3% | 7,623 | $488K |
| My Legacy Advisors, LLC | 0.19% | Reduce -8.1% | 7,503 | $486K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -85.2% | 7,337 | $470K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -0.5% | 7,226 | $463K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 7,019 | $450K |
| JB Capital LLC | 0.02% | Add +24.7% | 6,939 | $444K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.4% | 6,677 | $428K |
| Ally Invest Advisors Inc. | 0.04% | Add +35.3% | 6,561 | $420K |
| Braun-Bostich & Associates Inc. | 0.29% | Reduce -3.2% | 6,319 | $405K |
| Hilltop Holdings Inc. | 0.03% | Add +94.3% | 6,193 | $397K |
| Sovereign Financial Group, Inc. | 0.09% | New | 5,901 | $378K |
| Claro Advisors Inc. | 0.05% | Add +0.2% | 5,844 | $374K |
| Talisman Wealth Advisors LLC | 0.39% | Add +11.6% | 5,745 | $368K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.1% | 5,680 | $364K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -19.5% | 5,588 | $358K |
| Centurion Wealth Management LLC | 0.11% | Reduce -15.6% | 5,582 | $358K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -7.1% | 5,511 | $353K |
| Valtinson Bruner Financial Planning LLC | 0.12% | New | 5,458 | $350K |
| AE Wealth Management LLC | 0.00% | Reduce -20.2% | 5,326 | $341K |
| Trilogy Capital Inc. | 0.02% | Add +12.4% | 5,274 | $338K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,208 | $334K |
| Insight Wealth Strategies, LLC | 0.04% | Add +0.3% | 5,207 | $334K |
| Emergent Wealth Advisors, LLC | 0.24% | Reduce -1.7% | 5,083 | $326K |
| RCS Financial Planning, LLC | 0.17% | Reduce -1.5% | 4,996 | $320K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -21.5% | 4,988 | $319K |
| Freedom Investment Management, Inc. | 0.03% | New | 4,983 | $319K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -20.1% | 4,983 | $319K |
| Focus Financial Network, Inc. | 0.01% | Add +0.6% | 4,853 | $311K |
| Golden State Wealth Management, LLC | 0.04% | — | 4,659 | $298K |
| Creative Financial Designs Inc. | 0.02% | Reduce -13.7% | 4,535 | $290K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -3.0% | 4,446 | $288K |
| Endeavor Private Wealth, Inc. | 0.27% | — | 4,466 | $286K |
| Axxcess Wealth Management, LLC | 0.01% | Add +9.6% | 4,446 | $285K |
| Sofi Wealth, LLC | 0.02% | New | 4,439 | $284K |
| Kestra Investment Management, LLC | 0.01% | Add +0.3% | 4,287 | $275K |
| JFS Wealth Advisors, LLC | 0.02% | Add +7.4% | 4,271 | $274K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,212 | $270K |
| IHT Wealth Management, LLC | 0.01% | Add +7.6% | 4,192 | $269K |
| High Falls Advisors, Inc | 0.06% | Reduce -2.8% | 4,125 | $264K |
| Merit Financial Group, LLC | 0.00% | New | 4,095 | $262K |
| Sterling Manor Financial, LLC | 0.18% | No change | 4,016 | $257K |
| Sovran Advisors, LLC | 0.04% | — | 3,999 | $254K |
| Meridian Wealth Management, LLC | 0.01% | No change | 3,925 | $251K |
| Comerica Bank | 0.00% | Reduce -8.8% | 3,916 | $251K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -39.6% | 3,898 | $250K |
| Csenge Advisory Group | 0.01% | Reduce -0.6% | 3,867 | $248K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -70.5% | 3,849 | $247K |
| Vertex Planning Partners, LLC | 0.05% | Add +0.1% | 3,632 | $233K |
| W.H. Cornerstone Investments Inc. | 0.15% | Add +1.0% | 3,608 | $231K |
| Goldstein Advisors, LLC | 0.03% | Reduce -3.0% | 3,556 | $228K |
| BridgePort Financial Solutions, LLC | 0.10% | — | 3,339 | $213K |
| Perennial Investment Advisors, LLC | 0.02% | New | 3,258 | $209K |
| Drucker Wealth 3.0, LLC | 0.05% | New | 3,126 | $200K |
| Continuum Advisory, LLC | 0.02% | Reduce -8.9% | 2,411 | $154K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 2,330 | $149K |
| BlackRock, Inc. | 0.00% | Reduce -2.3% | 2,062 | $132K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.0% | 1,784 | $114K |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.0% | 1,748 | $112K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -15.1% | 1,648 | $106K |
| WealthShield Partners, LLC | 0.01% | Reduce -0.4% | 1,611 | $103K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,043 | $67K |
| ORG Partners LLC | 0.01% | Reduce -3.3% | 1,043 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.5% | 868 | $56K |
| WealthTrak Capital Management LLC | 0.04% | — | 816 | $52K |
| Capital A Wealth Management, LLC | 0.09% | — | 815 | $52K |
| Transce3nd, LLC | 0.02% | — | 770 | $49K |
| Principal Securities, Inc. | 0.00% | Reduce -4.5% | 679 | $43K |
| Atlatl Advisers LLC | 0.03% | — | 670 | $43K |
| Morgan Stanley | 0.00% | Reduce -55.4% | 526 | $34K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -87.1% | 487 | $31K |
| Global Financial Private Client, LLC | 0.01% | Reduce -2.1% | 458 | $29K |
| Barrett & Company, Inc. | 0.01% | No change | 445 | $29K |
| Ameriflex Group, Inc. | 0.01% | — | 389 | $26K |
| Milestone Investment Advisors LLC | 0.01% | No change | 333 | $21K |
| MAI Capital Management | 0.00% | New | 307 | $20K |
| Hanson & Doremus Investment Management | 0.00% | New | 266 | $17K |
| Archer Investment Corp | 0.00% | No change | 227 | $15K |
| Mather Group, Llc. | 0.00% | Add +21.6% | 197 | $13K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -96.3% | 178 | $11K |
| Clearstead Advisors, LLC | 0.00% | New | 162 | $10K |
| Parallel Advisors, LLC | 0.00% | New | 160 | $10K |
| PSI Advisors, LLC | 0.00% | No change | 141 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 136 | $9K |
| Tucker Asset Management LLC | 0.00% | No change | 48 | $3K |
| Allworth Financial LP | 0.00% | Add +3.1% | 33 | $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.