iShares U.S. Carbon TransitiLCTUETF

13F holders, Q4 2025 (December 31)
205holders +30
23new positions
7sold out
1famous investor
$74.10avg. 13F price*

At the end of Q4 2025, 205 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings, up 30 from Q3 2025. 23 opened new positions and 7 sold out. The largest holders were Varma Mutual Pension Insurance Co ($356.7M), Envestnet Asset Management Inc. ($352.0M) and LPL Financial LLC ($90.7M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions23$6.4M
Exits7$1.4M

All 13F filers, Q3 2025 → Q4 2025: 308,231 shares bought and 262,200 shares sold, net +46,031 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 205 holders

Varma Mutual Pension Insurance Co 2.16% No change 4,814,000 $356.7M
Envestnet Asset Management Inc. 0.10% Reduce -1.8% 4,751,208 $352.0M
LPL Financial LLC 0.02% Add +3.6% 1,223,595 $90.7M
Envestnet Portfolio Solutions, Inc. 0.25% Reduce -0.9% 944,913 $70.0M
JPMorgan Chase & Co. 0.00% Add +0.3% 785,970 $58.2M
Park Avenue Securities LLC 0.30% Add +1.3% 471,671 $34.9M
Cetera Investment Advisers 0.03% Reduce -0.8% 321,364 $23.8M
Cwm, LLC 0.05% Reduce -5.0% 268,185 $19.9M
MML Investors Services, LLC 0.05% Add +9.5% 253,028 $18.7M
Janney Montgomery Scott LLC 0.03% Add +7.7% 155,912 $11.6M
One Wealth Advisors, LLC 1.29% Reduce -5.4% 141,954 $10.5M
Thrivent Financial for Lutherans 0.02% Add +2.5% 128,535 $9.6M
Assetmark, Inc. 0.02% Reduce -1.0% 124,131 $9.2M
Avise Financial Cooperative, Inc. 6.82% — 101,386 $7.5M
Sofi Wealth, LLC 0.36% Add +24.1% 97,609 $7.2M
Royal Bank of Canada 0.00% Add +2.3% 90,268 $6.7M
Advisory Services Network, LLC 0.08% Add +0.4% 80,811 $6.0M
OneDigital Investment Advisors LLC 0.05% Add +0.6% 74,527 $5.5M
GeoWealth Management, LLC 0.20% Add +17.5% 73,890 $5.5M
United Capital Financial Advisors, LLC 0.03% Add +5.2% 73,057 $5.4M
Horst & Graben Wealth Management LLC 0.78% Reduce -3.1% 69,633 $5.2M
Equitable Holdings, Inc. 0.03% Add +6.5% 68,361 $5.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.0% 63,755 $4.7M
Sharkey, Howes & Javer 0.59% Add +0.9% 63,158 $4.7M
Sanctuary Advisors, LLC 0.03% Add +0.4% 61,896 $4.6M
Bank of New York Mellon Corp 0.00% Add +18.4% 57,311 $4.2M
Perigon Wealth Management, LLC 0.07% Add +11.2% 53,875 $4.0M
Steward Partners Investment Advisory, LLC 0.02% Reduce -2.4% 52,202 $3.9M
SigFig Wealth Management, LLC 0.11% Reduce -0.4% 51,163 $3.8M
Orion Porfolio Solutions, LLC 0.03% Add +3.1% 50,490 $3.7M
Davis Wealth Advisors, LLC 2.92% Add +9.9% 47,399 $3.5M
Commonwealth Equity Services, LLC 0.00% Reduce -3.6% 45,071 $3.3M
Merit Financial Group, LLC 0.03% Add +30.6% 44,223 $3.3M
Osaic Holdings, Inc. 0.00% Reduce -45.4% 41,676 $3.1M
Mgo One Seven LLC 0.06% Reduce -1.3% 41,006 $3.0M
NewEdge Advisors, LLC 0.01% Add +3.8% 36,193 $2.7M
Integrated Wealth Concepts LLC 0.03% Reduce -46.9% 33,319 $2.5M
Austin Private Wealth, LLC 0.18% Reduce -3.5% 33,319 $2.5M
Investor's Fiduciary Advisor Network, LLC 0.52% Add +2.5% 33,038 $2.4M
Cerity Partners LLC 0.00% Reduce -16.0% 31,985 $2.4M
World Investment Advisors 0.04% Add +12.0% 30,119 $2.2M
MA Private Wealth 0.36% Reduce -0.3% 29,124 $2.2M
Farther Finance Advisors, LLC 0.02% Add +4.0% 26,762 $2.0M
RFG Advisory, LLC 0.04% Add +0.4% 26,643 $2.0M
Raymond James Financial Inc. 0.00% Add +19.6% 25,241 $1.9M
Regal Investment Advisors LLC 0.11% Reduce -3.5% 24,490 $1.8M
Aptus Capital Advisors, LLC 0.02% Reduce -0.1% 24,379 $1.8M
Sagespring Wealth Partners, LLC 0.03% Reduce -1.0% 24,213 $1.8M
Snowden Capital Advisors LLC 0.04% Add +0.3% 22,879 $1.7M
Wealth Alliance, LLC 0.16% Reduce -3.0% 22,480 $1.7M
HighTower Advisors, LLC 0.00% Reduce -17.6% 22,318 $1.7M
O'shaughnessy Asset Management, LLC 0.01% No change 22,222 $1.6M
CreativeOne Wealth, LLC 0.04% Add +0.7% 20,787 $1.5M
Concurrent Investment Advisors, LLC 0.02% Add +349.9% 20,388 $1.5M
Kestra Private Wealth Services, LLC 0.02% Add +9.3% 20,136 $1.5M
RCS Financial Planning, LLC 0.57% Add +36.5% 17,911 $1.3M
Keystone Financial Services 0.39% Reduce -1.4% 17,604 $1.3M
One Wealth Capital Management, LLC 0.55% Reduce -9.7% 17,371 $1.3M
LifePlan Investment Advisors, Inc. 0.50% Add +7.8% 16,688 $1.2M
Archer Investment Management, LLC 0.64% New 16,128 $1.2M
OpenArc Corporate Advisory, LLC 0.02% — 16,104 $1.2M
Atria Investments, Inc 0.01% Add +5.8% 15,413 $1.1M
&partners 0.01% Reduce -4.0% 14,977 $1.1M
MLG Wealth Management DBA Pine Grove Financial Group 0.13% — 14,882 $1.1M
Lifelong Wealth Advisors, Inc. 0.29% Add +26.2% 14,683 $1.1M
EverSource Wealth Advisors, LLC 0.04% Add +2.8% 14,517 $1.1M
Theory Financial LLC 0.36% Add +2.7% 14,226 $1.1M
Diversify Wealth Management, LLC 0.05% New 14,088 $1.1M
Mariner, LLC 0.00% Add +36.1% 12,960 $960K
CoreCap Advisors, LLC 0.03% Add +10.1% 12,326 $913K
Eq LLC 0.26% Reduce -2.3% 12,293 $911K
Asempa Wealth Advisors 0.73% — 11,412 $846K
Susquehanna International Group, LLP 0.00% New 11,033 $817K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -0.1% 10,759 $797K
Venturi Wealth Management, LLC 0.03% Add +0.8% 10,566 $783K
Oregon Pacific Wealth Management, LLC 0.81% Reduce -19.9% 10,544 $781K
Maia Wealth LLC 0.13% Reduce -42.7% 10,293 $756K
Hoxton Planning & Management, LLC 0.22% Add +15.2% 10,051 $745K
West Wealth Group, LLC 0.15% Reduce -0.1% 10,009 $742K
Wealthgarden F.S. LLC 0.48% Reduce -6.2% 9,702 $728K
Gateway Wealth Partners, LLC 0.08% Add +63.6% 9,817 $727K
Strategic Blueprint, LLC 0.04% Reduce -6.1% 9,805 $726K
Capital Analysts, LLC 0.02% Add +2.3% 9,546 $708K
Tempus Wealth Planning, LLC 0.16% Add +0.0% 9,445 $700K
WBH Advisory Inc. 0.05% Add +0.6% 8,987 $666K
Spectrum Planning & Advisory Services Inc. 0.34% Reduce -0.4% 8,902 $660K
Capital Asset Advisory Services LLC 0.02% Add +8.7% 8,204 $617K
J. Mark Nickell & Co. 0.56% — 8,215 $609K
Beacon Financial Group 0.06% No change 8,200 $608K
Axxcess Wealth Management, LLC 0.01% Add +8.5% 8,193 $607K
Mercer Global Advisors Inc. 0.00% New 8,031 $595K
U.S. Capital Wealth Advisors, LLC 0.02% No change 8,002 $593K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +0.0% 7,930 $588K
Zacks Investment Management 0.00% No change 7,843 $581K
Traveka Wealth, LLC 0.24% Add +134.1% 7,822 $580K
MBE Wealth Management, LLC 0.24% Reduce -0.4% 7,696 $570K
Ascent Group, LLC 0.02% Reduce -22.9% 7,553 $560K
AE Wealth Management LLC 0.00% Add +37.8% 7,528 $558K
Gen-Wealth Partners Inc 0.18% Reduce -7.3% 7,488 $555K
JB Capital LLC 0.02% Add +5.1% 7,470 $553K

"% 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 205 holders