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
Zacks Investment Management 0.00% No change 7,843 $550K
CFS Investment Advisory Services, LLC 0.04% Reduce -3.6% 7,175 $548K
MBE Wealth Management, LLC 0.22% Reduce -0.5% 7,657 $537K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -8.2% 7,350 $516K
Gen-Wealth Partners Inc 0.16% Reduce -4.3% 7,167 $503K
Maia Wealth LLC 0.08% Reduce -30.6% 7,144 $501K
Ascent Group, LLC 0.02% Reduce -9.3% 6,853 $481K
JB Capital LLC 0.02% Reduce -13.6% 6,453 $453K
Talisman Wealth Advisors LLC 0.35% Reduce -10.9% 6,190 $434K
Sovran Advisors, LLC 0.03% Reduce -7.6% 5,646 $434K
Endeavor Private Wealth, Inc. 0.12% Add +40.3% 6,149 $431K
IHT Wealth Management, LLC 0.01% Add +56.5% 6,149 $431K
Harbour Investments, Inc. 0.01% Add +21.2% 6,099 $428K
Van Hulzen Asset Management, LLC 0.03% Reduce -9.0% 6,069 $426K
Centurion Wealth Management LLC 0.10% Reduce -0.5% 6,051 $424K
Kestra Investment Management, LLC 0.01% Reduce -9.8% 5,750 $403K
Mariner, LLC 0.00% Reduce -56.2% 5,680 $398K
AE Wealth Management LLC 0.00% Reduce -25.1% 5,642 $396K
Rockefeller Capital Management L.P. 0.00% Add +0.0% 5,448 $382K
Advyzon Investment Management, LLC 0.03% New 5,448 $382K
Braun-Bostich & Associates Inc. 0.24% Reduce -6.2% 5,430 $381K
Buttonwood Financial Group, LLC 0.23% Reduce -21.3% 5,224 $366K
Ashton Thomas Private Wealth, LLC 0.01% Add +25.3% 5,178 $363K
Focus Financial Network, Inc. 0.01% Add +7.1% 5,177 $363K
Apollon Wealth Management, LLC 0.01% Reduce -2.8% 5,168 $362K
Insight Wealth Strategies, LLC 0.04% Add +0.8% 5,128 $360K
Uptick Partners, LLC 0.07% Add +10.1% 5,063 $355K
Wrapmanager Inc. 0.12% Reduce -7.5% 5,043 $354K
Ally Invest Advisors Inc. 0.02% Add +0.9% 4,929 $346K
Wedbush Securities Inc. 0.01% Reduce -9.3% 4,722 $331K
Godfrey Financial Associates, Inc. 0.28% Reduce -1.0% 4,672 $328K
Hopwood Nicholas Hunter 0.10% Reduce -7.0% 4,524 $317K
GTS Financial, LLC 0.25% — 5,178 $314K
Sovereign Financial Group, Inc. 0.05% Reduce -5.5% 4,431 $311K
Curtis Wealth Management LLC 0.28% Reduce -8.0% 4,230 $297K
Absolute Capital Management, LLC 0.10% Reduce -9.1% 4,147 $291K
Twin Peaks Wealth Advisors, LLC 0.07% Add +0.3% 4,145 $291K
Northland Securities, Inc. 0.28% No change 4,132 $290K
Sterling Manor Financial, LLC 0.17% Reduce -10.9% 3,986 $280K
Bank of Hawaii 0.01% No change 3,974 $279K
Urban Wealth Management, LLC 0.28% Reduce -7.9% 3,959 $278K
Valtinson Bruner Financial Planning LLC 0.08% Reduce -6.8% 3,926 $275K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -5.4% 3,847 $270K
Perennial Investment Advisors, LLC 0.02% Add +10.8% 3,738 $262K
Csenge Advisory Group 0.01% Add +1.9% 3,713 $260K
Golden State Wealth Management, LLC 0.03% Add +4.2% 3,687 $259K
W.H. Cornerstone Investments Inc. 0.16% Reduce -3.6% 3,684 $258K
J.W. Cole Advisors, Inc. 0.01% New 3,683 $258K
Meridian Wealth Management, LLC 0.01% No change 3,678 $258K
AQR Capital Management 0.00% Reduce -35.2% 3,609 $253K
JFS Wealth Advisors, LLC 0.01% Reduce -10.0% 3,551 $249K
MKT Advisors LLC 0.08% No change 3,391 $241K
Goldstein Advisors, LLC 0.03% Reduce -1.9% 3,412 $239K
Rossby Financial, LCC 0.05% Add +43.1% 3,369 $238K
Vertex Planning Partners, LLC 0.04% Reduce -0.5% 3,243 $227K
Kestra Advisory Services, LLC 0.00% Add +71.1% 3,203 $225K
Fifth Third Bancorp 0.00% New 3,188 $224K
Drucker Wealth 3.0, LLC 0.04% Reduce -1.6% 3,087 $217K
Ehrlich Financial Group 0.12% Add +6.2% 3,012 $211K
Plan Group Financial, LLC 0.05% New 2,950 $207K
Legacy Financial Group LLC 0.03% New 2,931 $206K
Freedom Investment Management, Inc. 0.06% Reduce -6.2% 2,916 $205K
Journey Strategic Wealth LLC 0.01% Reduce -7.7% 2,880 $202K
Physician Wealth Advisors, Inc. 0.02% Add +378.0% 2,280 $160K
Morgan Stanley 0.00% Add +67.2% 2,265 $159K
Transamerica Financial Advisors, LLC 0.01% Add +34.2% 2,225 $156K
BlackRock, Inc. 0.00% Reduce -6.6% 1,916 $134K
Evolution Wealth Management Inc. 0.09% Add +2.0% 1,720 $121K
Birchwood Financial Partners, Inc. 0.09% No change 1,312 $92K
PNC Financial Services Group, Inc. 0.00% Reduce -1.8% 1,294 $91K
EFG International AG 0.00% New 970 $68K
Guardian Wealth Advisors, LLC / NC 0.00% New 896 $63K
WFA of San Diego, LLC 0.04% No change 762 $53K
Northwestern Mutual Wealth Management Co. 0.00% No change 739 $52K
NBT Bank, N.A. 0.00% Add +894.6% 736 $52K
IFP Advisors, Inc 0.00% Add +570.0% 536 $38K
WealthShield Partners, LLC 0.00% Reduce -6.8% 467 $33K
Barrett & Company, Inc. 0.01% No change 445 $31K
Clean Yield Group 0.01% No change 416 $29K
Kilter Group LLC 0.01% Reduce -5.6% 405 $28K
Creative Financial Designs Inc. 0.00% No change 403 $28K
Wellington Grp LLC 0.01% New 382 $27K
Wells Fargo & Company 0.00% No change 362 $25K
Milestone Investment Advisors LLC 0.01% No change 333 $23K
Bank of Montreal 0.00% No change 325 $23K
Mather Group, Llc. 0.00% New 321 $23K
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 $11K
Olistico Wealth, LLC 0.01% No change 155 $11K
Key Capital Management, INC 0.00% Reduce -13.0% 60 $4K
Tucker Asset Management LLC 0.00% No change 48 $3K
Raleigh Capital Management Inc. 0.00% New 38 $3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 25 $2K
Allworth Financial LP 0.00% Reduce -44.8% 16 $1K
Vanguard Advisers Inc. 0.00% — 14 $982
Strategic Wealth Partners, Ltd. 0.00% No change 1 $39

"% 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.