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
Trilogy Capital Inc. 0.02% Reduce -1.2% 7,470 $553K
CFS Investment Advisory Services, LLC 0.04% Add +0.5% 7,442 $551K
UBS Group AG 0.00% Reduce -29.6% 7,386 $547K
Bison Wealth, LLC 0.06% New 7,720 $539K
Cypress Wealth Services, LLC 0.07% Reduce -0.6% 7,048 $522K
Talisman Wealth Advisors LLC 0.40% Add +1.3% 6,949 $518K
Buttonwood Financial Group, LLC 0.27% Reduce -41.4% 6,640 $501K
Van Hulzen Asset Management, LLC 0.04% No change 6,669 $494K
Savvy Advisors, Inc. 0.02% Add +6.4% 6,443 $477K
Kestra Investment Management, LLC 0.01% Add +0.3% 6,375 $472K
Sovran Advisors, LLC 0.04% Reduce -2.8% 6,112 $459K
Centurion Wealth Management LLC 0.10% Add +6.7% 6,083 $451K
Vantus Wealth LLC 0.33% — 6,073 $450K
Braun-Bostich & Associates Inc. 0.26% Reduce -1.8% 5,791 $429K
AQR Capital Management 0.00% Add +3.1% 5,568 $413K
Hilltop Holdings Inc. 0.02% No change 5,551 $411K
Diversify Advisory Services, LLC 0.01% Reduce -17.9% 5,411 $406K
Wrapmanager Inc. 0.14% Reduce -1.1% 5,450 $404K
Rockefeller Capital Management L.P. 0.00% Add +55.3% 5,446 $404K
Apollon Wealth Management, LLC 0.01% No change 5,316 $394K
Wedbush Securities Inc. 0.01% Reduce -4.9% 5,208 $386K
Insight Wealth Strategies, LLC 0.04% Reduce -0.5% 5,085 $377K
Two West Capital Advisors LLC 0.22% Reduce -2.1% 5,081 $376K
Harbour Investments, Inc. 0.01% Reduce -20.9% 5,034 $373K
Ally Invest Advisors Inc. 0.03% Reduce -3.8% 4,885 $362K
Hopwood Nicholas Hunter 0.12% — 4,863 $360K
Focus Financial Network, Inc. 0.01% Reduce -0.6% 4,833 $358K
Godfrey Financial Associates, Inc. 0.30% — 4,718 $350K
Sovereign Financial Group, Inc. 0.06% No change 4,689 $347K
Curtis Wealth Management LLC 0.30% — 4,597 $345K
Uptick Partners, LLC 0.07% New 4,600 $341K
Absolute Capital Management, LLC 0.12% New 4,560 $338K
Sterling Manor Financial, LLC 0.21% Reduce -1.9% 4,472 $331K
Endeavor Private Wealth, Inc. 0.09% Reduce -7.2% 4,383 $325K
Urban Wealth Management, LLC 0.30% — 4,297 $318K
High Falls Advisors, Inc 0.06% No change 4,281 $317K
Valtinson Bruner Financial Planning LLC 0.09% Reduce -28.6% 4,213 $312K
Twin Peaks Wealth Advisors, LLC 0.09% Add +16.4% 4,131 $311K
Goldman Sachs Group Inc. 0.00% No change 4,183 $310K
Northland Securities, Inc. 0.29% — 4,132 $306K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -0.1% 4,131 $306K
Cary Street Partners Investment Advisory LLC 0.08% New 4,065 $301K
Bank of Hawaii 0.01% No change 3,974 $294K
JFS Wealth Advisors, LLC 0.02% Reduce -0.7% 3,947 $292K
IHT Wealth Management, LLC 0.01% Reduce -0.4% 3,929 $291K
Alta Wealth Advisors LLC 0.10% New 3,848 $285K
W.H. Cornerstone Investments Inc. 0.17% Reduce -0.2% 3,822 $283K
Meridian Wealth Management, LLC 0.01% No change 3,678 $273K
Csenge Advisory Group 0.01% Reduce -0.3% 3,644 $270K
Comerica Bank 0.00% Reduce -8.2% 3,604 $267K
Golden State Wealth Management, LLC 0.03% Reduce -1.0% 3,539 $262K
Goldstein Advisors, LLC 0.03% Reduce -0.3% 3,478 $258K
MKT Advisors LLC 0.09% No change 3,391 $253K
Perennial Investment Advisors, LLC 0.02% Add +2.5% 3,372 $250K
Emergent Wealth Advisors, LLC 0.14% Add +1.0% 3,364 $249K
Vertex Planning Partners, LLC 0.06% Reduce -1.0% 3,258 $241K
Drucker Wealth 3.0, LLC 0.04% Reduce -0.1% 3,136 $232K
Journey Strategic Wealth LLC 0.01% Reduce -23.7% 3,120 $231K
Freedom Investment Management, Inc. 0.07% Reduce -18.3% 3,110 $230K
Willow Financial LLC 0.23% — 2,988 $221K
Fairvoy Private Wealth, LLC 0.05% Reduce -0.3% 2,859 $212K
Kelly Financial Group LLC 0.05% Add +0.8% 2,848 $211K
Ehrlich Financial Group 0.12% New 2,837 $210K
Range Advisory, LLC 0.05% — 2,827 $209K
Global Retirement Partners, LLC 0.00% Add +4.1% 2,599 $193K
Rossby Financial, LCC 0.05% No change 2,355 $174K
Bessemer Group Inc. 0.00% New 2,154 $160K
BlackRock, Inc. 0.00% Reduce -0.3% 2,052 $152K
Kestra Advisory Services, LLC 0.00% New 1,872 $139K
Flagship Harbor Advisors, LLC 0.01% New 1,702 $126K
Evolution Wealth Management Inc. 0.10% Add +94.0% 1,686 $125K
Transamerica Financial Advisors, LLC 0.01% Add +53.2% 1,658 $123K
CIBC Private Wealth Group LLC 0.00% New 1,375 $102K
Morgan Stanley 0.00% Reduce -12.1% 1,355 $100K
PNC Financial Services Group, Inc. 0.00% Reduce -5.5% 1,317 $98K
Birchwood Financial Partners, Inc. 0.10% — 1,312 $97K
Bank of America Corp. 0.00% Reduce -59.8% 982 $73K
Arax Advisory Partners 0.00% New 787 $58K
WFA of San Diego, LLC 0.04% No change 762 $56K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -35.2% 739 $55K
NBT Bank, N.A. 0.00% Add +1.4% 74 $55K
Commonwealth Retirement Investments LLC 0.01% New 608 $45K
WealthShield Partners, LLC 0.00% Reduce -1.0% 501 $37K
Physician Wealth Advisors, Inc. 0.00% Reduce -2.9% 477 $35K
Barrett & Company, Inc. 0.01% No change 445 $33K
Kilter Group LLC 0.01% Reduce -5.7% 429 $32K
Clean Yield Group 0.01% New 416 $31K
Camelot Portfolios, LLC 0.02% New 411 $30K
Creative Financial Designs Inc. 0.00% Reduce -19.6% 403 $30K
Wells Fargo & Company 0.00% Reduce -70.5% 362 $27K
Milestone Investment Advisors LLC 0.01% No change 333 $25K
Bank of Montreal 0.00% No change 325 $24K
MAI Capital Management 0.00% No change 307 $23K
Hanson & Doremus Investment Management 0.00% No change 266 $20K
Archer Investment Corp 0.00% No change 227 $17K
Clearstead Advisors, LLC 0.00% No change 162 $12K
Olistico Wealth, LLC 0.01% New 155 $11K
Cornerstone Planning Group LLC 0.00% New 150 $11K
SageView Advisory Group, LLC 0.00% New 108 $8K
Cary Street Partners Financial LLC 0.00% New 101 $7K
IFP Advisors, Inc 0.00% No change 80 $6K
Key Capital Management, INC 0.01% — 69 $5K
Tucker Asset Management LLC 0.00% New 48 $4K
Allworth Financial LP 0.00% No change 29 $2K
Strategic Wealth Partners, Ltd. 0.00% Reduce -98.8% 1 $41

"% 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.