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
Savvy Advisors, Inc. 0.02% Reduce -1.7% 6,058 $440K
Gateway Wealth Partners, LLC 0.06% Reduce -0.1% 6,002 $436K
Braun-Bostich & Associates Inc. 0.27% Reduce -3.1% 5,899 $428K
Valtinson Bruner Financial Planning LLC 0.13% Add +13.0% 5,899 $428K
Centurion Wealth Management LLC 0.09% Add +0.3% 5,699 $414K
Hilltop Holdings Inc. 0.02% Reduce -5.6% 5,551 $403K
Wrapmanager Inc. 0.12% Add +0.8% 5,511 $400K
Wedbush Securities Inc. 0.01% No change 5,476 $397K
AE Wealth Management LLC 0.00% Add +28.5% 5,464 $397K
AQR Capital Management 0.00% New 5,401 $392K
Apollon Wealth Management, LLC 0.01% Add +11.4% 5,316 $386K
Two West Capital Advisors LLC 0.23% Reduce -1.8% 5,191 $384K
Insight Wealth Strategies, LLC 0.04% Reduce -2.7% 5,112 $371K
Ally Invest Advisors Inc. 0.03% Add +9.7% 5,077 $369K
Focus Financial Network, Inc. 0.01% No change 4,862 $353K
Endeavor Private Wealth, Inc. 0.11% Add +0.2% 4,723 $343K
Sovereign Financial Group, Inc. 0.06% Add +7.4% 4,689 $340K
Sterling Manor Financial, LLC 0.21% No change 4,559 $331K
Concurrent Investment Advisors, LLC 0.01% Add +5.3% 4,532 $329K
High Falls Advisors, Inc 0.06% Add +1.9% 4,281 $311K
Goldman Sachs Group Inc. 0.00% Reduce -11.7% 4,183 $304K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -0.2% 4,134 $300K
Journey Strategic Wealth LLC 0.01% Reduce -12.6% 4,090 $297K
JFS Wealth Advisors, LLC 0.02% Reduce -7.1% 3,976 $289K
Bank of Hawaii 0.01% New 3,974 $288K
IHT Wealth Management, LLC 0.01% Add +4.9% 3,946 $286K
Comerica Bank 0.00% Reduce -2.1% 3,927 $285K
Transcend Capital Advisors, LLC 0.02% Reduce -1.5% 3,881 $282K
Signal Advisors Wealth, LLC 0.03% New 3,841 $279K
W.H. Cornerstone Investments Inc. 0.17% Add +0.3% 3,830 $278K
Freedom Investment Management, Inc. 0.07% Reduce -52.6% 3,805 $276K
Meridian Wealth Management, LLC 0.01% Add +0.1% 3,678 $267K
Csenge Advisory Group 0.01% Reduce -8.1% 3,654 $265K
Golden State Wealth Management, LLC 0.03% Reduce -0.4% 3,574 $259K
Twin Peaks Wealth Advisors, LLC 0.09% Reduce -15.8% 3,549 $258K
Rockefeller Capital Management L.P. 0.00% New 3,506 $255K
Goldstein Advisors, LLC 0.03% Reduce -2.4% 3,487 $253K
MKT Advisors LLC 0.09% Add +0.0% 3,391 $247K
Traveka Wealth, LLC 0.11% New 3,341 $242K
Emergent Wealth Advisors, LLC 0.14% Reduce -8.9% 3,331 $242K
Vertex Planning Partners, LLC 0.05% Reduce -0.2% 3,290 $239K
Perennial Investment Advisors, LLC 0.02% Reduce -0.5% 3,289 $239K
Drucker Wealth 3.0, LLC 0.04% Reduce -2.2% 3,140 $228K
Fairvoy Private Wealth, LLC 0.05% New 2,867 $208K
Kelly Financial Group LLC 0.05% New 2,826 $205K
Global Retirement Partners, LLC 0.00% Reduce -22.1% 2,497 $181K
Bank of America Corp. 0.00% New 2,444 $177K
Rossby Financial, LCC 0.06% No change 2,355 $172K
BlackRock, Inc. 0.00% Reduce -1.7% 2,059 $149K
Morgan Stanley 0.00% Add +28.3% 1,541 $112K
PNC Financial Services Group, Inc. 0.00% Reduce -6.3% 1,393 $101K
Wells Fargo & Company 0.00% Add +484.8% 1,228 $89K
Northwestern Mutual Wealth Management Co. 0.00% Add +54.3% 1,140 $83K
Transamerica Financial Advisors, LLC 0.01% New 1,082 $78K
Evolution Wealth Management Inc. 0.06% Add +4.2% 869 $63K
WFA of San Diego, LLC 0.04% No change 762 $55K
NBT Bank, N.A. 0.00% Reduce -90.1% 73 $53K
Principal Securities, Inc. 0.00% No change 679 $49K
WealthShield Partners, LLC 0.00% No change 506 $37K
Creative Financial Designs Inc. 0.00% Reduce -87.0% 501 $36K
Physician Wealth Advisors, Inc. 0.01% No change 491 $36K
Kilter Group LLC 0.02% Add +5.6% 455 $33K
Barrett & Company, Inc. 0.01% No change 445 $32K
Mather Group, Llc. 0.00% New 341 $25K
Milestone Investment Advisors LLC 0.01% No change 333 $24K
Bank of Montreal 0.00% New 325 $24K
MAI Capital Management 0.00% No change 307 $22K
Hanson & Doremus Investment Management 0.00% No change 266 $19K
Archer Investment Corp 0.00% No change 227 $16K
Clearstead Advisors, LLC 0.00% No change 162 $12K
GPS Wealth Strategies Group, LLC 0.00% No change 136 $10K
Strategic Wealth Partners, Ltd. 0.00% New 81 $6K
IFP Advisors, Inc 0.00% No change 80 $6K
Financially Speaking Inc 0.00% No change 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.