iShares U.S. Carbon TransitiLCTUETF
13F holders, Q2 2025 (June 30)187holders +6
14new positions
11sold out
1famous investor
$67.27avg. 13F price*
At the end of Q2 2025, 187 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings, up 6 from Q1 2025. 14 opened new positions and 11 sold out. The largest holders were Envestnet Asset Management Inc. ($326.9M), Varma Mutual Pension Insurance Co ($323.8M) and UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($120.1M). 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 (Q2 2025)
- CUSIP
- 09290C509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.1M |
| Exits | 11 | $5.4M |
All 13F filers, Q1 2025 → Q2 2025: 431,782 shares bought and 551,208 shares sold, net −119,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Envestnet Asset Management Inc. | 0.10% | Reduce -0.1% | 4,858,967 | $326.9M |
| Varma Mutual Pension Insurance Co | 2.39% | No change | 4,814,000 | $323.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | No change | 1,785,000 | $120.1M |
| LPL Financial LLC | 0.03% | Add +15.4% | 1,110,937 | $74.7M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Reduce -9.1% | 1,013,142 | $68.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 640,711 | $43.1M |
| Park Avenue Securities LLC | 0.28% | Add +2.0% | 455,019 | $30.6M |
| Cetera Investment Advisers | 0.03% | Add +5.1% | 303,697 | $20.4M |
| Cwm, LLC | 0.07% | Reduce -0.8% | 297,942 | $20.0M |
| MML Investors Services, LLC | 0.05% | Reduce -1.5% | 259,660 | $17.5M |
| One Wealth Advisors, LLC | 1.41% | Reduce -0.3% | 150,586 | $10.1M |
| Assetmark, Inc. | 0.02% | Add +7.9% | 122,685 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +27.1% | 111,905 | $7.5M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 87,425 | $5.9M |
| Advisory Services Network, LLC | 0.09% | Add +0.8% | 81,489 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +88.0% | 82,234 | $5.4M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -3.7% | 74,002 | $5.0M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -3.0% | 71,963 | $4.8M |
| Horst & Graben Wealth Management LLC | 0.80% | Reduce -5.1% | 71,468 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.4% | 66,290 | $4.5M |
| Sharkey, Howes & Javer | 0.56% | Add +2.0% | 62,220 | $4.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +6.2% | 61,158 | $4.1M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -2.4% | 59,950 | $4.0M |
| Equitable Holdings, Inc. | 0.03% | Reduce -0.6% | 59,718 | $4.0M |
| GeoWealth Management, LLC | 0.16% | Add +61.6% | 59,403 | $4.0M |
| Sofi Wealth, LLC | 0.23% | Add +67.7% | 56,266 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -4.6% | 54,835 | $3.7M |
| SigFig Wealth Management, LLC | 0.11% | Add +4.1% | 51,745 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 47,535 | $3.2M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -14.9% | 45,178 | $3.0M |
| Davis Wealth Advisors, LLC | 3.16% | Reduce -15.8% | 44,295 | $3.0M |
| Mgo One Seven LLC | 0.09% | Add +5.4% | 43,121 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +26.9% | 40,393 | $2.7M |
| Elios Financial Group Inc. | 1.17% | Reduce -11.2% | 38,239 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.7% | 36,553 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Add +2.9% | 36,339 | $2.4M |
| Cerity Partners LLC | 0.00% | Reduce -3.1% | 35,986 | $2.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.84% | Reduce -30.9% | 33,796 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Add +51.0% | 31,372 | $2.1M |
| Austin Private Wealth, LLC | 0.17% | Add +3.3% | 31,251 | $2.1M |
| MA Private Wealth | 0.36% | No change | 30,152 | $2.0M |
| Wealth Alliance, LLC | 0.22% | Reduce -0.6% | 29,844 | $2.0M |
| RFG Advisory, LLC | 0.04% | Add +0.2% | 27,562 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 27,374 | $1.8M |
| World Investment Advisors | 0.04% | Reduce -0.8% | 26,538 | $1.8M |
| Regal Investment Advisors LLC | 0.13% | Add +0.3% | 25,868 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.4% | 24,626 | $1.7M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.5% | 24,413 | $1.6M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +10.5% | 22,542 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -2.0% | 22,450 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.6% | 22,222 | $1.5M |
| Farther Finance Advisors, LLC | 0.03% | Add +0.2% | 21,737 | $1.5M |
| One Wealth Capital Management, LLC | 0.62% | Add +3.9% | 19,773 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +1.8% | 18,461 | $1.2M |
| Composition Wealth, LLC | 0.02% | New | 18,112 | $1.2M |
| Keystone Financial Services | 0.40% | Reduce -6.3% | 17,624 | $1.2M |
| Maia Wealth LLC | 0.22% | Add +2.6% | 17,204 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -85.0% | 16,357 | $1.1M |
| GTS Securities LLC | 0.05% | Reduce -24.1% | 15,854 | $1.1M |
| LifePlan Investment Advisors, Inc. | 0.53% | Add +1.0% | 15,758 | $1.1M |
| Dohj, LLC | 0.29% | Add +3.5% | 17,151 | $997K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +2.1% | 14,816 | $997K |
| Theory Financial LLC | 0.37% | Add +6.8% | 14,194 | $978K |
| Oregon Pacific Wealth Management, LLC | 0.86% | Reduce -0.3% | 13,497 | $908K |
| First Horizon Advisors, Inc. | 0.02% | Add +51.4% | 12,923 | $869K |
| Eq LLC | 0.33% | Add +14.3% | 12,587 | $847K |
| Copperleaf Capital, LLC | 0.42% | Add +0.5% | 12,487 | $840K |
| Atria Investments, Inc | 0.01% | Add +18.9% | 12,474 | $839K |
| Mariner, LLC | 0.00% | Add +19.2% | 11,767 | $792K |
| Lifelong Wealth Advisors, Inc. | 0.26% | Add +0.6% | 11,575 | $779K |
| CoreCap Advisors, LLC | 0.03% | Add +1.8% | 11,255 | $757K |
| Strategic Blueprint, LLC | 0.04% | Reduce -19.3% | 11,222 | $755K |
| Buttonwood Financial Group, LLC | 0.38% | Reduce -0.1% | 11,142 | $753K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 10,771 | $725K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -1.9% | 10,756 | $724K |
| Wealthgarden F.S. LLC | 0.60% | Reduce -3.3% | 10,466 | $721K |
| West Wealth Group, LLC | 0.17% | Add +1.0% | 10,035 | $691K |
| Ascent Group, LLC | 0.03% | Reduce -3.6% | 10,202 | $686K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -44.3% | 9,785 | $685K |
| &partners | 0.01% | Add +140.6% | 9,509 | $647K |
| Tempus Wealth Planning, LLC | 0.16% | Add +7.4% | 9,450 | $636K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 9,423 | $634K |
| UBS Group AG | 0.00% | Reduce -21.6% | 9,421 | $634K |
| WBH Advisory Inc. | 0.05% | Add +3.5% | 9,089 | $611K |
| Raymond James Financial Inc. | 0.00% | Add +27.9% | 9,040 | $608K |
| Spectrum Planning & Advisory Services Inc. | 0.39% | Reduce -5.7% | 8,930 | $601K |
| MBE Wealth Management, LLC | 0.26% | Add +0.3% | 8,922 | $600K |
| Capital Analysts, LLC | 0.02% | Add +4.5% | 8,486 | $571K |
| Hoxton Planning & Management, LLC | 0.19% | Reduce -15.9% | 8,340 | $561K |
| Beacon Financial Group | 0.06% | Reduce -0.4% | 8,207 | $552K |
| Simplicity Wealth,LLC | 0.02% | Add +65.3% | 8,170 | $550K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +1.1% | 8,159 | $549K |
| Trilogy Capital Inc. | 0.03% | Add +28.8% | 8,133 | $547K |
| Bison Wealth, LLC | 0.04% | Add +2.6% | 8,068 | $543K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -1.6% | 8,051 | $542K |
| Freedom Investment Management, Inc. | 0.04% | Add +1.1% | 8,029 | $540K |
| Gen-Wealth Partners Inc | 0.21% | Reduce -2.6% | 7,951 | $535K |
| Zacks Investment Management | 0.00% | No change | 7,843 | $528K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +4.1% | 7,454 | $501K |
| JB Capital LLC | 0.02% | Add +13.6% | 7,283 | $490K |
"% 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.