iShares U.S. Carbon TransitiLCTUETF
13F holders, Q1 2025 (March 31)181holders
16new positions
11sold out
1famous investor
$60.63avg. 13F price*
At the end of Q1 2025, 181 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings, unchanged from Q4 2024. 16 opened new positions and 11 sold out. The largest holders were Envestnet Asset Management Inc. ($294.8M), Varma Mutual Pension Insurance Co ($291.8M) and UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($108.2M). 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 (Q1 2025)
- CUSIP
- 09290C509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $8.1M |
| Exits | 11 | $42.8M |
All 13F filers, Q4 2024 → Q1 2025: 393,121 shares bought and 1,449,715 shares sold, net −1,056,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Envestnet Asset Management Inc. | 0.10% | Reduce -0.5% | 4,863,621 | $294.8M |
| Varma Mutual Pension Insurance Co | 2.51% | No change | 4,814,000 | $291.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | No change | 1,785,000 | $108.2M |
| Envestnet Portfolio Solutions, Inc. | 0.26% | Reduce -23.3% | 1,113,928 | $67.5M |
| LPL Financial LLC | 0.02% | Add +6.1% | 962,677 | $58.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 650,889 | $39.4M |
| Park Avenue Securities LLC | 0.33% | Add +0.4% | 445,952 | $27.0M |
| Cwm, LLC | 0.07% | Reduce -7.1% | 300,205 | $18.2M |
| Cetera Investment Advisers | 0.03% | Add +13.0% | 289,001 | $17.5M |
| MML Investors Services, LLC | 0.05% | Add +1.2% | 263,716 | $16.0M |
| One Wealth Advisors, LLC | 1.37% | Reduce -6.4% | 150,957 | $9.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -5.8% | 114,790 | $7.5M |
| Assetmark, Inc. | 0.02% | Add +0.6% | 113,728 | $6.9M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -5.3% | 108,901 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.8% | 88,073 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 85,272 | $5.2M |
| Advisory Services Network, LLC | 0.09% | Reduce -14.1% | 80,808 | $4.9M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -2.7% | 76,880 | $4.7M |
| Horst & Graben Wealth Management LLC | 0.82% | Reduce -6.7% | 75,307 | $4.6M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -10.8% | 74,227 | $4.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.6% | 61,393 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.8% | 61,155 | $3.7M |
| Sharkey, Howes & Javer | 0.53% | Reduce -4.5% | 60,993 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Reduce -0.5% | 60,091 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.3% | 57,571 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.1% | 57,486 | $3.5M |
| Perigon Wealth Management, LLC | 0.08% | Add +30.9% | 53,085 | $3.2M |
| Davis Wealth Advisors, LLC | 3.60% | Reduce -6.0% | 52,596 | $3.2M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -2.6% | 49,723 | $3.0M |
| Investor's Fiduciary Advisor Network, LLC | 1.40% | Add +4.3% | 48,916 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 48,582 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -12.9% | 46,109 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -36.0% | 43,731 | $2.7M |
| Elios Financial Group Inc. | 1.29% | Reduce -0.3% | 43,077 | $2.6M |
| Mgo One Seven LLC | 0.10% | Reduce -1.0% | 40,899 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -13.0% | 37,150 | $2.3M |
| GeoWealth Management, LLC | 0.09% | Add +109.0% | 36,755 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 35,320 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 34,908 | $2.1M |
| Sofi Wealth, LLC | 0.15% | Add +655.6% | 33,543 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.0% | 31,831 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +6.0% | 31,831 | $1.9M |
| Austin Private Wealth, LLC | 0.16% | Reduce -2.1% | 30,251 | $1.8M |
| MA Private Wealth | 0.34% | No change | 30,152 | $1.8M |
| Wealth Alliance, LLC | 0.22% | Reduce -3.7% | 30,032 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 28,441 | $1.7M |
| RFG Advisory, LLC | 0.05% | Add +20.4% | 27,500 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +266.6% | 26,898 | $1.6M |
| World Investment Advisors | 0.04% | Add +13.5% | 26,748 | $1.6M |
| Regal Investment Advisors LLC | 0.13% | Add +5.1% | 25,788 | $1.6M |
| Townsquare Capital LLC | 0.02% | Reduce -13.1% | 25,493 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -2.4% | 24,534 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +14.1% | 23,818 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.2% | 22,898 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.8% | 22,826 | $1.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +61.8% | 21,698 | $1.3M |
| Citadel Advisors | 0.00% | New | 21,736 | $1.3M |
| GTS Securities LLC | 0.05% | New | 20,887 | $1.3M |
| Merit Financial Group, LLC | 0.02% | Add +407.5% | 20,783 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -1.9% | 20,400 | $1.2M |
| One Wealth Capital Management, LLC | 0.62% | Add +2.6% | 19,024 | $1.2M |
| Keystone Financial Services | 0.43% | Reduce -1.0% | 18,811 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +11.9% | 18,131 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -25.3% | 17,575 | $1.1M |
| Dohj, LLC | 0.23% | Add +1.8% | 16,570 | $1.0M |
| Maia Wealth LLC | 0.22% | Reduce -6.2% | 16,767 | $976K |
| LifePlan Investment Advisors, Inc. | 0.54% | Add +15.3% | 15,608 | $946K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -13.4% | 14,517 | $880K |
| Strategic Blueprint, LLC | 0.05% | Reduce -1.5% | 13,905 | $843K |
| Oregon Pacific Wealth Management, LLC | 0.82% | Add +0.5% | 13,545 | $821K |
| Theory Financial LLC | 0.34% | Reduce -2.2% | 13,295 | $806K |
| Jane Street Group, LLC | 0.00% | New | 13,156 | $797K |
| Copperleaf Capital, LLC | 0.45% | Add +2.8% | 12,426 | $753K |
| UBS Group AG | 0.00% | Add +22.3% | 12,020 | $728K |
| Lifelong Wealth Advisors, Inc. | 0.33% | Add +20.8% | 11,503 | $697K |
| CoreCap Advisors, LLC | 0.03% | Add +7.1% | 11,058 | $670K |
| Eq LLC | 0.31% | Add +10.7% | 11,013 | $667K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -9.6% | 10,969 | $665K |
| Wealthgarden F.S. LLC | 0.63% | Add +3.9% | 10,822 | $656K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -17.9% | 10,771 | $653K |
| Ascent Group, LLC | 0.03% | Add +37.8% | 10,587 | $642K |
| Atria Investments, Inc | 0.01% | Reduce -0.6% | 10,496 | $636K |
| Buttonwood Financial Group, LLC | 0.37% | Add +0.3% | 11,152 | $634K |
| West Wealth Group, LLC | 0.18% | Reduce -21.7% | 9,938 | $605K |
| Hoxton Planning & Management, LLC | 0.23% | Add +80.0% | 9,919 | $601K |
| Mariner, LLC | 0.00% | Add +19.7% | 9,875 | $598K |
| Spectrum Planning & Advisory Services Inc. | 0.48% | Add +15.4% | 9,471 | $574K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 9,400 | $570K |
| MBE Wealth Management, LLC | 0.26% | New | 8,897 | $539K |
| Tempus Wealth Planning, LLC | 0.16% | Add +13.8% | 8,802 | $533K |
| WBH Advisory Inc. | 0.05% | Reduce -2.0% | 8,783 | $532K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -7.9% | 8,537 | $517K |
| Beacon Financial Group | 0.05% | Reduce -0.1% | 8,241 | $499K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -3.9% | 8,179 | $496K |
| Gen-Wealth Partners Inc | 0.21% | Reduce -3.4% | 8,163 | $495K |
| Capital Analysts, LLC | 0.02% | Add +6.5% | 8,122 | $492K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.7% | 8,069 | $489K |
| Freedom Investment Management, Inc. | 0.04% | Add +59.3% | 7,939 | $481K |
| Bison Wealth, LLC | 0.04% | Reduce -10.1% | 7,866 | $477K |
| Zacks Investment Management | 0.00% | No change | 7,843 | $475K |
"% 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.