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 |
| Van Hulzen Asset Management, LLC | 0.04% | No change | 7,019 | $472K |
| Cypress Wealth Services, LLC | 0.08% | New | 6,911 | $465K |
| Axxcess Wealth Management, LLC | 0.01% | Add +57.5% | 6,875 | $462K |
| Capital Asset Advisory Services LLC | 0.02% | Add +57.5% | 6,875 | $462K |
| Talisman Wealth Advisors LLC | 0.42% | Add +1.6% | 6,809 | $458K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.6% | 6,565 | $442K |
| My Legacy Advisors, LLC | 0.16% | Reduce -14.6% | 6,458 | $439K |
| Savvy Advisors, Inc. | 0.03% | Reduce -11.3% | 6,164 | $415K |
| Braun-Bostich & Associates Inc. | 0.28% | Add +0.2% | 6,087 | $409K |
| Sovran Advisors, LLC | 0.04% | Reduce -2.3% | 6,054 | $409K |
| Gateway Wealth Partners, LLC | 0.08% | Add +1.1% | 6,011 | $404K |
| Hilltop Holdings Inc. | 0.03% | Add +2.0% | 5,882 | $396K |
| Citadel Advisors | 0.00% | Reduce -73.4% | 5,783 | $389K |
| Centurion Wealth Management LLC | 0.11% | Add +1.8% | 5,680 | $382K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.0% | 5,476 | $368K |
| Wrapmanager Inc. | 0.09% | Reduce -28.5% | 5,465 | $368K |
| Two West Capital Advisors LLC | 0.24% | New | 5,288 | $367K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.1% | 5,392 | $363K |
| Insight Wealth Strategies, LLC | 0.04% | Add +2.1% | 5,253 | $353K |
| Valtinson Bruner Financial Planning LLC | 0.11% | Add +6.9% | 5,221 | $351K |
| Macroview Investment Management LLC | 0.29% | New | 5,212 | $351K |
| RCS Financial Planning, LLC | 0.17% | Add +0.1% | 5,082 | $342K |
| Focus Financial Network, Inc. | 0.01% | Add +0.0% | 4,862 | $327K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -95.8% | 4,865 | $327K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.1% | 4,772 | $321K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -82.4% | 4,735 | $319K |
| Endeavor Private Wealth, Inc. | 0.15% | Add +4.0% | 4,712 | $317K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.6% | 4,682 | $315K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -6.1% | 4,629 | $311K |
| Sterling Manor Financial, LLC | 0.20% | Add +8.6% | 4,559 | $307K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | New | 4,214 | $295K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -30.6% | 4,367 | $294K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +29.4% | 4,305 | $290K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -2.0% | 4,278 | $288K |
| AE Wealth Management LLC | 0.00% | Add +5.7% | 4,251 | $286K |
| High Falls Advisors, Inc | 0.06% | Add +1.9% | 4,200 | $283K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.1% | 4,141 | $279K |
| Black Diamond Financial, LLC | 0.04% | New | 4,019 | $270K |
| Comerica Bank | 0.00% | No change | 4,010 | $270K |
| Transcend Capital Advisors, LLC | 0.02% | Add +1.6% | 3,940 | $265K |
| Creative Financial Designs Inc. | 0.02% | Reduce -13.1% | 3,854 | $259K |
| W.H. Cornerstone Investments Inc. | 0.16% | Add +8.9% | 3,820 | $257K |
| Csenge Advisory Group | 0.01% | Add +1.6% | 3,976 | $255K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.1% | 3,763 | $253K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.6% | 3,676 | $247K |
| Emergent Wealth Advisors, LLC | 0.16% | Add +0.3% | 3,657 | $246K |
| Golden State Wealth Management, LLC | 0.03% | Add +654.0% | 3,589 | $241K |
| Goldstein Advisors, LLC | 0.03% | Add +0.1% | 3,572 | $240K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -10.7% | 3,398 | $229K |
| BridgePort Financial Solutions, LLC | 0.08% | Add +1.5% | 3,388 | $228K |
| MKT Advisors LLC | 0.09% | New | 3,390 | $228K |
| Perennial Investment Advisors, LLC | 0.02% | New | 3,307 | $222K |
| Vertex Planning Partners, LLC | 0.05% | New | 3,297 | $222K |
| Drucker Wealth 3.0, LLC | 0.04% | New | 3,211 | $218K |
| First Trust Advisors LP | 0.00% | New | 3,230 | $217K |
| Global Retirement Partners, LLC | 0.01% | — | 3,204 | $216K |
| Rossby Financial, LCC | 0.06% | Reduce -18.9% | 2,355 | $158K |
| BlackRock, Inc. | 0.00% | Add +1.6% | 2,094 | $141K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,569 | $106K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.0% | 1,486 | $100K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | — | 1,630 | $99K |
| Morgan Stanley | 0.00% | Reduce -38.0% | 1,201 | $81K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,043 | $70K |
| Evolution Wealth Management Inc. | 0.07% | — | 834 | $56K |
| WealthTrak Capital Management LLC | 0.05% | No change | 816 | $55K |
| WFA of San Diego, LLC | 0.04% | — | 762 | $51K |
| Transce3nd, LLC | 0.02% | Add +2.0% | 746 | $50K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 739 | $50K |
| NBT Bank, N.A. | 0.00% | No change | 736 | $50K |
| Principal Securities, Inc. | 0.00% | No change | 679 | $46K |
| WealthShield Partners, LLC | 0.00% | Add +1.6% | 506 | $34K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +2.1% | 491 | $33K |
| Barrett & Company, Inc. | 0.01% | No change | 445 | $30K |
| Kilter Group LLC | 0.02% | New | 431 | $29K |
| Ameriflex Group, Inc. | 0.01% | Reduce -27.3% | 388 | $26K |
| Milestone Investment Advisors LLC | 0.01% | No change | 333 | $22K |
| MAI Capital Management | 0.00% | No change | 307 | $21K |
| Hanson & Doremus Investment Management | 0.00% | No change | 266 | $18K |
| Archer Investment Corp | 0.00% | No change | 227 | $15K |
| Wells Fargo & Company | 0.00% | New | 210 | $14K |
| Clearstead Advisors, LLC | 0.00% | No change | 162 | $11K |
| Olistico Wealth, LLC | 0.01% | No change | 155 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 136 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -96.3% | 80 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | New | 65 | $4K |
| Financially Speaking Inc | 0.00% | Reduce -91.1% | 60 | $4K |
| Allworth Financial LP | 0.00% | No change | 29 | $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.