iShares U.S. Carbon TransitiLCTUETF

13F holders, Q2 2026 (June 30)
211holders +13
27new positions
13sold out
1famous investor
$80.11avg. 13F price*

At the end of Q2 2026, 211 institutions reported holding iShares U.S. Carbon Transiti (LCTU) in their 13F filings, up 13 from Q1 2026. 27 opened new positions and 13 sold out. The largest holders were Varma Mutual Pension Insurance Co ($385.9M), Envestnet Asset Management Inc. ($338.1M) and LPL Financial LLC ($98.8M). 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 (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions27$13.7M
Exits13$6.4M

All 13F filers, Q1 2026 → Q2 2026: 384,339 shares bought and 582,653 shares sold, net −198,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 211 holders

Varma Mutual Pension Insurance Co 2.04% No change 4,814,000 $385.9M
Envestnet Asset Management Inc. 0.08% Reduce -4.7% 4,217,213 $338.1M
LPL Financial LLC 0.02% Add +1.6% 1,232,880 $98.8M
Envestnet Portfolio Solutions, Inc. 0.31% Reduce -4.7% 803,987 $64.4M
JPMorgan Chase & Co. 0.00% Reduce -2.3% 730,454 $58.1M
Park Avenue Securities LLC 0.21% Reduce -3.3% 419,357 $33.6M
Cetera Investment Advisers 0.02% Reduce -4.0% 280,587 $22.5M
MML Investors Services, LLC 0.04% Add +14.1% 232,617 $18.6M
Sofi Wealth, LLC 0.48% Add +22.3% 148,576 $11.9M
Janney Montgomery Scott LLC 0.02% Reduce -0.4% 142,890 $11.5M
One Wealth Advisors, LLC 1.16% Reduce -0.8% 131,079 $10.5M
Thrivent Financial for Lutherans 0.02% Add +9.5% 124,466 $9.9M
Assetmark, Inc. 0.02% Reduce -4.4% 112,781 $9.0M
Royal Bank of Canada 0.00% Add +6.8% 101,940 $8.2M
Avise Financial Cooperative, Inc. 5.66% Reduce -12.3% 99,006 $7.9M
GeoWealth Management, LLC 0.20% Add +17.5% 80,709 $6.5M
Advisory Services Network, LLC 0.07% Reduce -2.9% 80,398 $6.4M
Archer Investment Management, LLC 2.01% Reduce -10.8% 73,549 $5.9M
OneDigital Investment Advisors LLC 0.05% Reduce -5.4% 66,569 $5.3M
Cerity Partners LLC 0.01% Add +7.2% 65,142 $5.2M
Sanctuary Advisors, LLC 0.02% Add +4.0% 63,936 $5.1M
Horst & Graben Wealth Management LLC 0.62% Reduce -9.1% 58,722 $4.7M
Integrated Wealth Concepts LLC 0.03% Reduce -3.9% 58,519 $4.7M
Equitable Holdings, Inc. 0.03% Reduce -5.3% 58,362 $4.7M
Perigon Wealth Management, LLC 0.07% Add +6.1% 56,764 $4.6M
Merit Financial Group, LLC 0.03% Add +5.6% 55,958 $4.5M
Sharkey, Howes & Javer 0.54% Reduce -2.0% 55,810 $4.5M
Steward Partners Investment Advisory, LLC 0.02% Add +4.4% 54,877 $4.4M
United Capital Financial Advisors, LLC 0.02% Reduce -17.3% 54,788 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.3% 54,128 $4.3M
NewEdge Advisors, LLC 0.01% Add +32.8% 53,797 $4.3M
Bank of New York Mellon Corp 0.00% Reduce -8.4% 50,370 $4.0M
Orion Porfolio Solutions, LLC 0.03% Add +6.2% 49,761 $4.0M
Davis Wealth Advisors, LLC 3.04% Add +10.4% 49,046 $3.9M
SigFig Wealth Management, LLC 0.10% Reduce -4.3% 45,034 $3.6M
Mgo One Seven LLC 0.06% Reduce -5.2% 42,703 $3.4M
Commonwealth Equity Services, LLC 0.00% Add +2.2% 41,482 $3.3M
Raymond James Financial Inc. 0.00% Add +80.7% 41,397 $3.3M
Vise Technologies, Inc. 0.03% New 38,218 $3.1M
Osaic Holdings, Inc. 0.00% Add +7.6% 37,718 $3.0M
Farther Finance Advisors, LLC 0.02% Add +7.3% 32,407 $2.6M
Wealth Enhancement Advisory Services, LLC 0.00% New 31,598 $2.6M
Concurrent Investment Advisors, LLC 0.02% Add +11.3% 29,806 $2.4M
MA Private Wealth 0.34% Reduce -2.8% 28,310 $2.3M
World Investment Advisors 0.03% Reduce -0.4% 28,211 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -55.3% 23,534 $1.9M
HighTower Advisors, LLC 0.00% Add +3.1% 23,451 $1.9M
RFG Advisory, LLC 0.03% Reduce -4.4% 22,932 $1.8M
Sagespring Wealth Partners, LLC 0.03% Reduce -0.3% 22,907 $1.8M
OpenArc Corporate Advisory, LLC 0.02% Reduce -4.4% 22,123 $1.8M
Aptus Capital Advisors, LLC 0.01% Reduce -8.1% 21,770 $1.7M
Regal Investment Advisors LLC 0.09% Reduce -1.9% 21,563 $1.7M
Snowden Capital Advisors LLC 0.04% Reduce -6.1% 21,167 $1.7M
Skyline Advisors, Inc. 0.53% Add +17.7% 21,141 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -8.2% 20,391 $1.6M
Kestra Private Wealth Services, LLC 0.02% Add +9.5% 19,984 $1.6M
Wealth Alliance, LLC 0.13% Reduce -4.0% 19,546 $1.6M
Savvy Advisors, Inc. 0.03% Add +1.9% 17,628 $1.4M
One Wealth Capital Management, LLC 0.39% Add +5.0% 16,886 $1.4M
Keystone Financial Services 0.34% Add +6.1% 16,608 $1.3M
Zenith Solutions, Inc. 1.20% — 16,521 $1.3M
RCS Financial Planning, LLC 0.60% Reduce -3.2% 15,806 $1.3M
EverSource Wealth Advisors, LLC 0.04% Add +11.9% 15,036 $1.2M
Ashton Thomas Private Wealth, LLC 0.02% Add +187.4% 14,882 $1.2M
&partners 0.00% Add +3.7% 14,656 $1.2M
Lifelong Wealth Advisors, Inc. 0.27% Reduce -3.5% 14,367 $1.2M
Navigation Group, LLC 0.22% Add +0.5% 14,220 $1.1M
Gateway Wealth Partners, LLC 0.07% Reduce -52.7% 14,107 $1.1M
Mercer Global Advisors Inc. 0.00% New 14,083 $1.1M
Theory Financial LLC 0.35% Add +4.9% 13,720 $1.1M
LifePlan Investment Advisors, Inc. 0.37% Reduce -11.3% 13,448 $1.1M
Beacon Pointe Advisors, LLC 0.00% New 13,214 $1.1M
MLG Wealth Management DBA Pine Grove Financial Group 0.11% Reduce -6.4% 12,979 $1.0M
Diversify Advisory Services, LLC 0.02% New 12,879 $1.0M
Diversify Wealth Management, LLC 0.02% Reduce -13.5% 12,879 $1.0M
Hoxton Planning & Management, LLC 0.26% Add +13.3% 12,560 $1.0M
CoreCap Advisors, LLC 0.03% Reduce -0.9% 12,447 $998K
Eq LLC 0.24% Reduce -10.0% 12,325 $988K
Atria Investments, Inc 0.01% Reduce -22.6% 11,747 $942K
Asempa Wealth Advisors 0.70% Reduce -0.2% 11,393 $913K
CreativeOne Wealth, LLC 0.02% Reduce -43.1% 11,198 $898K
Cornerstone Planning Group LLC 0.11% Add +3.9% 10,920 $878K
Venturi Wealth Management, LLC 0.03% Add +0.9% 10,668 $855K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -3.0% 10,411 $835K
Capital Analysts, LLC 0.02% Add +16.6% 10,154 $814K
West Wealth Group, LLC 0.13% Reduce -0.7% 9,994 $801K
Traveka Wealth, LLC 0.24% Add +14.6% 9,152 $734K
Tempus Wealth Planning, LLC 0.14% Reduce -4.1% 9,020 $723K
Strategic Blueprint, LLC 0.04% Reduce -1.4% 8,944 $717K
Wealthgarden F.S. LLC 0.40% Reduce -2.1% 8,882 $712K
UBS Group AG 0.00% Add +7.5% 8,772 $703K
Beacon Financial Group 0.06% Reduce -0.8% 8,711 $698K
Oregon Pacific Wealth Management, LLC 0.65% Reduce -7.5% 8,609 $690K
Trilogy Capital Inc. 0.03% Add +0.8% 8,384 $672K
Focus Financial Network, Inc. 0.02% Add +61.7% 8,369 $671K
AE Wealth Management LLC 0.00% Add +46.9% 8,287 $664K
WBH Advisory Inc. 0.04% Reduce -4.7% 8,247 $661K
Cypress Wealth Services, LLC 0.08% Add +1.3% 8,088 $648K
Gen-Wealth Partners Inc 0.18% Add +12.2% 8,041 $645K
Bison Wealth, LLC 0.06% Add +0.2% 7,738 $625K
Arax Advisory Partners 0.00% New 7,739 $620K
Capital Asset Advisory Services LLC 0.02% Reduce -4.5% 7,671 $615K
Axxcess Wealth Management, LLC 0.01% New 7,671 $615K
Ascent Group, LLC 0.02% Add +11.7% 7,653 $613K
Maia Wealth LLC 0.09% Add +2.2% 7,304 $586K
Absolute Capital Management, LLC 0.14% Add +70.4% 7,067 $567K
CFS Investment Advisory Services, LLC 0.04% Reduce -2.1% 7,027 $563K
Spectrum Planning & Advisory Services Inc. 0.24% Reduce -20.6% 6,678 $535K
MBE Wealth Management, LLC 0.19% Reduce -12.8% 6,676 $535K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -56.5% 6,647 $533K
Centurion Wealth Management LLC 0.12% Add +2.8% 6,220 $499K
JB Capital LLC 0.02% Reduce -3.7% 6,215 $498K
Van Hulzen Asset Management, LLC 0.03% No change 6,069 $486K
Harbour Investments, Inc. 0.01% Reduce -3.5% 5,884 $472K
Endeavor Private Wealth, Inc. 0.11% Reduce -5.8% 5,792 $464K
Kestra Investment Management, LLC 0.01% Reduce -1.6% 5,657 $453K
Sovran Advisors, LLC 0.03% Reduce -0.2% 5,634 $450K
Vantus Wealth LLC 0.24% — 5,603 $449K
Sovereign Financial Group, Inc. 0.07% Add +24.3% 5,509 $442K
Advyzon Investment Management, LLC 0.03% No change 5,448 $437K
Insight Wealth Strategies, LLC 0.04% Add +1.4% 5,199 $417K
Braun-Bostich & Associates Inc. 0.23% Reduce -5.6% 5,127 $411K
Ally Invest Advisors Inc. 0.02% Add +2.3% 5,044 $404K
Wrapmanager Inc. 0.13% Reduce -0.8% 5,000 $401K
Buttonwood Financial Group, LLC 0.22% Reduce -6.0% 4,910 $394K
PW Nova Financial Services LLC 0.08% New 4,883 $391K
Godfrey Financial Associates, Inc. 0.29% Add +0.1% 4,675 $375K
Perennial Investment Advisors, LLC 0.02% Add +24.5% 4,655 $373K
Legacy Financial Group LLC 0.04% Add +53.2% 4,491 $360K
Transamerica Financial Advisors, LLC 0.03% Add +101.8% 4,489 $360K
Williams Financial, LLC 0.18% New 4,463 $358K
Twin Peaks Wealth Advisors, LLC 0.08% Add +6.7% 4,421 $354K
GTS Financial, LLC 0.26% Add +0.7% 5,214 $351K
Russell Investments Group, Ltd. 0.00% New 4,260 $341K
Hopwood Nicholas Hunter 0.09% Reduce -9.6% 4,091 $328K
Apollon Wealth Management, LLC 0.00% Reduce -22.1% 4,026 $323K
Vestmark Advisory Solutions, Inc. 0.00% New 4,013 $322K
Bank of Hawaii 0.02% No change 3,974 $319K
Investor's Fiduciary Advisor Network, LLC 0.11% Reduce -87.2% 3,971 $318K
Valtinson Bruner Financial Planning LLC 0.08% No change 3,926 $315K
W.H. Cornerstone Investments Inc. 0.18% Add +6.2% 3,914 $314K
Northland Securities, Inc. 0.18% Reduce -5.7% 3,898 $312K
Curtis Wealth Management LLC 0.26% Reduce -8.7% 3,862 $310K
IHT Wealth Management, LLC 0.01% Reduce -38.0% 3,812 $306K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -1.9% 3,774 $303K
Uptick Partners, LLC 0.05% Reduce -25.9% 3,754 $301K
Urban Wealth Management, LLC 0.26% Reduce -6.2% 3,713 $298K
Meridian Wealth Management, LLC 0.01% Reduce -0.3% 3,668 $294K
AQR Capital Management 0.00% Reduce -2.4% 3,521 $282K
Baron Silver Stevens Financial Advisors, LLC 0.04% New 3,503 $281K
Wedbush Securities Inc. 0.01% Reduce -26.1% 3,491 $280K
MKT Advisors LLC 0.09% Add +1.8% 3,451 $278K
Csenge Advisory Group 0.01% Reduce -7.0% 3,455 $277K
J.W. Cole Advisors, Inc. 0.00% Reduce -6.4% 3,448 $276K
Rockefeller Capital Management L.P. 0.00% Reduce -37.9% 3,382 $271K
Ehrlich Financial Group 0.13% Add +7.7% 3,244 $260K
Vertex Planning Partners, LLC 0.04% No change 3,243 $260K
Kestra Advisory Services, LLC 0.00% Add +0.2% 3,210 $257K
JFS Wealth Advisors, LLC 0.01% Reduce -9.9% 3,200 $257K
Golden State Wealth Management, LLC 0.02% Reduce -13.5% 3,189 $256K
Goldstein Advisors, LLC 0.02% Reduce -8.6% 3,118 $250K
Two West Capital Advisors LLC 0.12% New 3,031 $242K
Rossby Financial, LCC 0.04% Reduce -10.4% 3,020 $242K
Freedom Investment Management, Inc. 0.07% Add +0.9% 2,943 $236K
Fifth Third Bancorp 0.00% Reduce -9.1% 2,898 $232K
Elevation Point Wealth Partners, LLC 0.00% New 2,720 $218K
Plan Group Financial, LLC 0.04% Reduce -9.8% 2,661 $213K
Founders Financial Alliance, LLC 0.03% New 2,651 $213K
Drucker Wealth 3.0, LLC 0.03% Reduce -14.3% 2,645 $212K
Kelly Financial Group LLC 0.05% New 2,644 $212K
Sax Wealth Advisors, LLC 0.01% New 3,004 $211K
Range Advisory, LLC 0.03% New 2,627 $211K
Sigma Planning Corp 0.01% New 2,611 $209K
Physician Wealth Advisors, Inc. 0.02% Add +6.0% 2,416 $194K
Evolution Wealth Management Inc. 0.11% Add +34.2% 2,308 $185K
BlackRock, Inc. 0.00% Reduce -3.3% 1,852 $148K
Global Retirement Partners, LLC 0.00% — 1,845 $148K
Continuum Advisory, LLC 0.01% New 1,731 $139K
Birchwood Financial Partners, Inc. 0.09% Add +0.2% 1,315 $105K
Morgan Stanley 0.00% Reduce -43.0% 1,292 $104K
PNC Financial Services Group, Inc. 0.00% Reduce -12.9% 1,127 $90K
Parallel Advisors, LLC 0.00% New 1,021 $82K
EFG International AG 0.00% Reduce -2.9% 942 $76K
Northwestern Mutual Wealth Management Co. 0.00% Add +22.2% 903 $72K
NBT Bank, N.A. 0.00% No change 736 $59K
IFG Advisory, LLC 0.00% New 691 $55K
First Bancorp, Inc 0.02% New 644 $52K
Buck Wealth Strategies, LLC 0.01% New 632 $51K
Commonwealth Retirement Investments LLC 0.01% New 595 $48K
WealthShield Partners, LLC 0.01% Add +2.4% 478 $38K
Wells Fargo & Company 0.00% Add +30.7% 473 $38K
Timbuktu Capital Management, LLC 0.06% — 458 $37K
Olistico Wealth, LLC 0.02% Add +193.6% 455 $36K
Barrett & Company, Inc. 0.01% No change 445 $36K
Clean Yield Group 0.01% No change 416 $33K
Creative Financial Designs Inc. 0.00% Reduce -3.5% 389 $31K
Kilter Group LLC 0.01% Reduce -4.2% 388 $31K
Milestone Investment Advisors LLC 0.01% No change 333 $27K
Mather Group, Llc. 0.00% Reduce -3.4% 310 $25K
IFP Advisors, Inc 0.00% Reduce -48.5% 276 $22K
Hanson & Doremus Investment Management 0.00% No change 266 $21K
Archer Investment Corp 0.00% No change 227 $18K
Jones Financial Companies LLLP 0.00% New 206 $16K
Clearstead Advisors, LLC 0.00% No change 162 $13K
Portfolio Resources Advisor Group, Inc. 0.01% New 86 $7K
Key Capital Management, INC 0.00% Reduce -10.0% 54 $4K
Tucker Asset Management LLC 0.00% No change 48 $4K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 25 $2K
Allworth Financial LP 0.00% No change 16 $1K
Vanguard Advisers Inc. 0.00% No change 14 $1K
Strategic Wealth Partners, Ltd. 0.00% No change 1 $45

"% 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.