iShares U.S. Carbon TransitiLCTUETF

13F holders, Q3 2025 (September 30)
175holders −12
12new positions
17sold out
1famous investor
$72.58avg. 13F price*

At the end of Q3 2025, 175 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings, down 12 from Q2 2025. 12 opened new positions and 17 sold out. The largest holders were Envestnet Asset Management Inc. ($351.1M), Varma Mutual Pension Insurance Co ($349.4M) and LPL Financial LLC ($85.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares U.S. Carbon Transiti
Filed as
BLACKROCK ETF TRUST (Q3 2025)
CUSIP
09290C509
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 144Q1 2024Q2 2024: 155Q2 2024Q3 2024: 166Q3 2024Q4 2024: 181Q4 2024Q1 2025: 181Q1 2025Q2 2025: 187Q2 2025Q3 2025: 175Q3 2025Q4 2025: 205Q4 2025Q1 2026: 198Q1 2026Q2 2026: 211Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions12$2.2M
Exits17$124.4M

All 13F filers, Q2 2025 → Q3 2025: 555,335 shares bought and 2,034,579 shares sold, net −1,479,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 175 holders

Envestnet Asset Management Inc. 0.10% Reduce -0.4% 4,837,812 $351.1M
Varma Mutual Pension Insurance Co 2.24% No change 4,814,000 $349.4M
LPL Financial LLC 0.03% Add +6.3% 1,180,467 $85.7M
Envestnet Portfolio Solutions, Inc. 0.26% Reduce -5.9% 953,820 $69.2M
JPMorgan Chase & Co. 0.00% Add +22.4% 784,046 $56.9M
Park Avenue Securities LLC 0.26% Add +2.4% 465,864 $33.8M
Cetera Investment Advisers 0.03% Add +6.7% 323,886 $23.5M
Cwm, LLC 0.06% Reduce -5.3% 282,258 $20.5M
MML Investors Services, LLC 0.04% Reduce -11.0% 231,155 $16.8M
One Wealth Advisors, LLC 1.37% Reduce -0.4% 150,046 $10.9M
Janney Montgomery Scott LLC 0.02% Add +29.3% 144,725 $10.5M
Thrivent Financial for Lutherans 0.02% Add +2478.6% 125,448 $9.1M
Assetmark, Inc. 0.02% Add +2.2% 125,439 $9.1M
Royal Bank of Canada 0.00% Add +0.9% 88,232 $6.4M
Advisory Services Network, LLC 0.09% Reduce -1.2% 80,477 $5.8M
Sofi Wealth, LLC 0.31% Add +39.8% 78,652 $5.7M
Osaic Holdings, Inc. 0.01% Reduce -7.3% 76,258 $5.5M
OneDigital Investment Advisors LLC 0.06% Add +0.1% 74,079 $5.4M
Horst & Graben Wealth Management LLC 0.80% Add +0.5% 71,845 $5.2M
United Capital Financial Advisors, LLC 0.04% Reduce -3.5% 69,448 $5.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.9% 65,042 $4.7M
Equitable Holdings, Inc. 0.03% Add +7.5% 64,172 $4.7M
GeoWealth Management, LLC 0.17% Add +5.9% 62,893 $4.6M
Integrated Wealth Concepts LLC 0.04% Add +2.7% 62,789 $4.6M
Sharkey, Howes & Javer 0.58% Add +0.6% 62,562 $4.5M
Sanctuary Advisors, LLC 0.03% Add +2.9% 61,671 $4.5M
Steward Partners Investment Advisory, LLC 0.02% Reduce -2.5% 53,489 $3.9M
SigFig Wealth Management, LLC 0.11% Reduce -0.7% 51,391 $3.7M
Orion Porfolio Solutions, LLC 0.03% Add +21.3% 48,980 $3.6M
Perigon Wealth Management, LLC 0.07% Add +7.3% 48,453 $3.5M
Bank of New York Mellon Corp 0.00% Add +33.2% 48,408 $3.5M
Commonwealth Equity Services, LLC 0.00% Reduce -1.6% 46,771 $3.4M
Davis Wealth Advisors, LLC 2.81% Reduce -2.6% 43,132 $3.1M
Mgo One Seven LLC 0.07% Reduce -3.7% 41,523 $3.0M
Cerity Partners LLC 0.00% Add +5.8% 38,081 $2.8M
NewEdge Advisors, LLC 0.01% Reduce -4.6% 34,859 $2.5M
Austin Private Wealth, LLC 0.19% Add +10.5% 34,543 $2.5M
Merit Financial Group, LLC 0.02% Add +8.0% 33,875 $2.5M
Investor's Fiduciary Advisor Network, LLC 0.79% Reduce -4.6% 32,231 $2.3M
MA Private Wealth 0.36% Reduce -3.1% 29,224 $2.1M
HighTower Advisors, LLC 0.00% Reduce -1.0% 27,100 $2.0M
World Investment Advisors 0.04% Add +1.4% 26,897 $2.0M
RFG Advisory, LLC 0.04% Reduce -3.7% 26,530 $1.9M
Farther Finance Advisors, LLC 0.03% Add +18.4% 25,727 $1.9M
Regal Investment Advisors LLC 0.12% Reduce -1.9% 25,375 $1.8M
Sagespring Wealth Partners, LLC 0.03% Add +8.5% 24,451 $1.8M
Aptus Capital Advisors, LLC 0.02% Reduce -0.1% 24,395 $1.8M
Wealth Alliance, LLC 0.17% Reduce -22.4% 23,163 $1.7M
Snowden Capital Advisors LLC 0.05% Add +1.6% 22,820 $1.7M
O'shaughnessy Asset Management, LLC 0.01% No change 22,222 $1.6M
Raymond James Financial Inc. 0.00% Add +133.4% 21,097 $1.5M
CreativeOne Wealth, LLC 0.04% Add +11.8% 20,646 $1.5M
One Wealth Capital Management, LLC 0.63% Reduce -2.7% 19,237 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +95.4% 18,415 $1.3M
Maia Wealth LLC 0.22% Add +4.4% 17,960 $1.3M
Keystone Financial Services 0.40% Add +1.4% 17,863 $1.3M
&partners 0.01% Add +64.0% 15,596 $1.1M
LifePlan Investment Advisors, Inc. 0.47% Reduce -1.7% 15,484 $1.1M
Atria Investments, Inc 0.01% Add +16.8% 14,573 $1.1M
EverSource Wealth Advisors, LLC 0.04% Reduce -4.7% 14,120 $1.0M
Theory Financial LLC 0.36% Reduce -2.5% 13,846 $1.0M
Oregon Pacific Wealth Management, LLC 0.83% Reduce -2.5% 13,164 $955K
RCS Financial Planning, LLC 0.42% Add +158.3% 13,126 $953K
Eq LLC 0.31% No change 12,587 $914K
Copperleaf Capital, LLC 0.42% Reduce -3.4% 12,067 $876K
Lifelong Wealth Advisors, Inc. 0.25% Add +0.5% 11,634 $844K
Buttonwood Financial Group, LLC 0.36% Add +1.6% 11,321 $826K
CoreCap Advisors, LLC 0.03% Reduce -0.6% 11,192 $812K
Sound View Wealth Advisors Group, LLC 0.05% No change 10,771 $782K
UBS Group AG 0.00% Add +11.3% 10,490 $761K
Venturi Wealth Management, LLC 0.04% Reduce -2.5% 10,482 $761K
Wealthgarden F.S. LLC 0.54% Reduce -1.2% 10,341 $758K
Strategic Blueprint, LLC 0.03% Reduce -7.0% 10,439 $758K
GTS Securities LLC 0.03% Reduce -36.5% 10,061 $730K
West Wealth Group, LLC 0.16% Reduce -0.2% 10,017 $726K
Ascent Group, LLC 0.03% Reduce -4.0% 9,798 $711K
Mariner, LLC 0.00% Reduce -19.1% 9,525 $691K
Tempus Wealth Planning, LLC 0.16% Reduce -0.1% 9,444 $685K
Capital Analysts, LLC 0.02% Add +10.0% 9,334 $678K
Spectrum Planning & Advisory Services Inc. 0.37% Add +0.1% 8,936 $649K
WBH Advisory Inc. 0.05% Reduce -1.7% 8,935 $648K
Hoxton Planning & Management, LLC 0.20% Add +4.6% 8,723 $633K
Beacon Financial Group 0.06% Reduce -0.1% 8,200 $595K
Gen-Wealth Partners Inc 0.20% Add +1.6% 8,075 $586K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -1.9% 8,002 $581K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -1.5% 7,927 $575K
Zacks Investment Management 0.00% No change 7,843 $569K
MBE Wealth Management, LLC 0.24% Reduce -13.4% 7,724 $561K
Trilogy Capital Inc. 0.03% Reduce -7.1% 7,558 $549K
Capital Asset Advisory Services LLC 0.02% Add +9.8% 7,550 $548K
Axxcess Wealth Management, LLC 0.01% Add +9.8% 7,550 $548K
CFS Investment Advisory Services, LLC 0.04% Reduce -0.7% 7,402 $548K
JB Capital LLC 0.02% Reduce -2.4% 7,110 $516K
Cypress Wealth Services, LLC 0.08% Add +2.6% 7,091 $515K
Talisman Wealth Advisors LLC 0.41% Add +0.8% 6,863 $498K
Diversify Advisory Services, LLC 0.02% Reduce -32.7% 6,588 $490K
Van Hulzen Asset Management, LLC 0.04% Reduce -5.0% 6,669 $484K
Sovran Advisors, LLC 0.04% Add +3.9% 6,289 $466K
Harbour Investments, Inc. 0.01% Reduce -3.0% 6,368 $462K
Kestra Investment Management, LLC 0.01% Add +17.9% 6,359 $462K

"% 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.

Show all 175 holders