iShares U.S. Carbon TransitiLCTUETF

13F holders, Q1 2026 (March 31)
198holders −7
16new positions
20sold out
1famous investor
$70.11avg. 13F price*

At the end of Q1 2026, 198 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings, down 7 from Q4 2025. 16 opened new positions and 20 sold out. The largest holders were Varma Mutual Pension Insurance Co ($337.6M), Envestnet Asset Management Inc. ($310.3M) and LPL Financial LLC ($85.1M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions16$7.6M
Exits20$4.6M

All 13F filers, Q4 2025 → Q1 2026: 420,980 shares bought and 839,992 shares sold, net −419,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 198 holders

Varma Mutual Pension Insurance Co 1.98% No change 4,814,000 $337.6M
Envestnet Asset Management Inc. 0.08% Reduce -6.9% 4,424,807 $310.3M
LPL Financial LLC 0.02% Reduce -0.9% 1,212,983 $85.1M
Envestnet Portfolio Solutions, Inc. 0.33% Reduce -10.7% 843,617 $59.2M
JPMorgan Chase & Co. 0.00% Reduce -4.9% 747,231 $50.9M
Park Avenue Securities LLC 0.24% Reduce -8.1% 433,587 $30.4M
Cetera Investment Advisers 0.02% Reduce -9.1% 292,289 $20.5M
Cwm, LLC 0.05% Reduce -5.3% 254,071 $17.8M
MML Investors Services, LLC 0.04% Reduce -19.4% 203,969 $14.3M
Janney Montgomery Scott LLC 0.02% Reduce -8.0% 143,523 $10.1M
One Wealth Advisors, LLC 1.15% Reduce -6.9% 132,206 $9.3M
Sofi Wealth, LLC 0.41% Add +24.5% 121,482 $8.5M
Assetmark, Inc. 0.02% Reduce -4.9% 118,000 $8.3M
Avise Financial Cooperative, Inc. 6.60% Add +11.3% 112,896 $7.9M
Thrivent Financial for Lutherans 0.02% Reduce -11.6% 113,652 $7.9M
Royal Bank of Canada 0.00% Add +5.8% 95,488 $6.7M
Advisory Services Network, LLC 0.08% Add +2.4% 82,786 $5.8M
Archer Investment Management, LLC 2.43% Add +411.4% 82,480 $5.8M
Horst & Graben Wealth Management LLC 0.68% Reduce -7.3% 64,578 $4.9M
OneDigital Investment Advisors LLC 0.05% Reduce -5.6% 70,347 $4.9M
GeoWealth Management, LLC 0.17% Reduce -7.0% 68,707 $4.8M
United Capital Financial Advisors, LLC 0.03% Reduce -9.3% 66,243 $4.6M
Equitable Holdings, Inc. 0.03% Reduce -9.9% 61,611 $4.6M
Sanctuary Advisors, LLC 0.02% Reduce -0.7% 61,495 $4.3M
Integrated Wealth Concepts LLC 0.03% Add +82.8% 60,901 $4.3M
Cerity Partners LLC 0.01% Add +90.0% 60,786 $4.3M
Sharkey, Howes & Javer 0.54% Reduce -9.8% 56,947 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -12.2% 55,949 $3.9M
Bank of New York Mellon Corp 0.00% Reduce -4.0% 55,006 $3.9M
Perigon Wealth Management, LLC 0.07% Reduce -0.7% 53,501 $3.8M
Merit Financial Group, LLC 0.03% Add +19.8% 52,994 $3.7M
Susquehanna International Group, LLP 0.00% Add +377.6% 52,689 $3.7M
Steward Partners Investment Advisory, LLC 0.02% Add +0.7% 52,549 $3.7M
SigFig Wealth Management, LLC 0.10% Reduce -8.0% 47,049 $3.3M
Orion Porfolio Solutions, LLC 0.03% Reduce -7.2% 46,868 $3.3M
Mgo One Seven LLC 0.06% Add +9.8% 45,036 $3.2M
Davis Wealth Advisors, LLC 2.59% Reduce -6.3% 44,410 $3.1M
Commonwealth Equity Services, LLC 0.00% Reduce -9.9% 40,602 $2.8M
NewEdge Advisors, LLC 0.01% Add +11.9% 40,507 $2.8M
GTS Securities LLC 0.09% New 37,400 $2.6M
Osaic Holdings, Inc. 0.00% Reduce -15.9% 35,041 $2.5M
Investor's Fiduciary Advisor Network, LLC 0.67% Reduce -6.1% 31,025 $2.2M
Farther Finance Advisors, LLC 0.02% Add +12.9% 30,216 $2.1M
Gateway Wealth Partners, LLC 0.08% Add +204.0% 29,847 $2.1M
MA Private Wealth 0.35% No change 29,124 $2.0M
World Investment Advisors 0.03% Reduce -5.9% 28,336 $2.0M
Concurrent Investment Advisors, LLC 0.02% Add +31.4% 26,779 $1.9M
RFG Advisory, LLC 0.03% Reduce -9.9% 23,997 $1.7M
Aptus Capital Advisors, LLC 0.01% Reduce -2.9% 23,677 $1.7M
OpenArc Corporate Advisory, LLC 0.02% Add +43.7% 23,145 $1.6M
Sagespring Wealth Partners, LLC 0.03% Reduce -5.1% 22,972 $1.6M
Raymond James Financial Inc. 0.00% Reduce -9.2% 22,908 $1.6M
HighTower Advisors, LLC 0.00% Add +1.9% 22,747 $1.6M
Snowden Capital Advisors LLC 0.04% Reduce -1.5% 22,545 $1.6M
O'shaughnessy Asset Management, LLC 0.01% No change 22,222 $1.6M
Regal Investment Advisors LLC 0.09% Reduce -10.3% 21,975 $1.5M
Wealth Alliance, LLC 0.14% Reduce -9.4% 20,363 $1.4M
CreativeOne Wealth, LLC 0.03% Reduce -5.3% 19,677 $1.4M
Kestra Private Wealth Services, LLC 0.02% Reduce -9.4% 18,243 $1.3M
Skyline Advisors, Inc. 0.44% New 17,960 $1.3M
One Wealth Capital Management, LLC 0.54% Reduce -7.4% 16,086 $1.2M
Savvy Advisors, Inc. 0.03% Add +168.6% 17,307 $1.2M
RCS Financial Planning, LLC 0.59% Reduce -8.8% 16,333 $1.1M
Diversify Wealth Management, LLC 0.02% Add +5.7% 14,892 $1.1M
Keystone Financial Services 0.32% Reduce -11.1% 15,650 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.06% Add +92.9% 15,296 $1.1M
Atria Investments, Inc 0.01% Reduce -1.5% 15,182 $1.1M
LifePlan Investment Advisors, Inc. 0.42% Reduce -9.2% 15,153 $1.1M
Lifelong Wealth Advisors, Inc. 0.28% Add +1.4% 14,884 $1.0M
Navigation Group, LLC 0.23% — 14,154 $993K
&partners 0.00% Reduce -5.6% 14,135 $991K
MLG Wealth Management DBA Pine Grove Financial Group 0.11% Reduce -6.8% 13,867 $973K
Eq LLC 0.27% Add +11.4% 13,700 $961K
EverSource Wealth Advisors, LLC 0.03% Reduce -7.5% 13,435 $942K
Theory Financial LLC 0.32% Reduce -8.1% 13,078 $917K
Brendel Financial Advisors LLC 0.45% New 13,056 $916K
CoreCap Advisors, LLC 0.03% Add +1.9% 12,558 $886K
Cornerstone Planning Group LLC 0.11% Add +6906.0% 10,509 $811K
Asempa Wealth Advisors 0.70% Reduce -0.0% 11,411 $807K
Hoxton Planning & Management, LLC 0.23% Add +10.3% 11,089 $778K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -0.3% 10,729 $753K
Venturi Wealth Management, LLC 0.03% Add +0.1% 10,574 $742K
HRT Financial LP 0.00% New 10,516 $737K
West Wealth Group, LLC 0.14% Add +0.6% 10,066 $706K
Tempus Wealth Planning, LLC 0.15% Reduce -0.4% 9,404 $660K
Oregon Pacific Wealth Management, LLC 0.68% Reduce -11.7% 9,306 $653K
Contango Wealth Management LLC 0.76% New 9,257 $649K
Wealthgarden F.S. LLC 0.43% Reduce -6.4% 9,077 $637K
Strategic Blueprint, LLC 0.04% Reduce -7.5% 9,074 $636K
Beacon Financial Group 0.06% Add +7.1% 8,784 $616K
Capital Asset Advisory Services LLC 0.02% Reduce -2.1% 8,031 $612K
WBH Advisory Inc. 0.05% Reduce -3.7% 8,654 $612K
Capital Analysts, LLC 0.02% Reduce -8.8% 8,707 $611K
Bison Wealth, LLC 0.06% No change 7,720 $610K
Spectrum Planning & Advisory Services Inc. 0.29% Reduce -5.5% 8,413 $590K
Trilogy Capital Inc. 0.03% Add +11.3% 8,314 $583K
J. Mark Nickell & Co. 0.52% No change 8,215 $576K
UBS Group AG 0.00% Add +10.5% 8,161 $572K
Traveka Wealth, LLC 0.21% Add +2.1% 7,986 $560K
Cypress Wealth Services, LLC 0.08% Add +13.3% 7,985 $560K

"% 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 198 holders