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Ishares U.S. Carbon Transiti (LCTU)

CUSIP: 09290C509 | NYSE | 356 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Park Avenue Securities LLC391,010
0.5% of portfolio›$31.9M
Sofi Wealth, LLC168,336
0.5% of portfolio›$13.7M
Assetmark, Inc100,659
0.0% of portfolio›$8.2M
Archer Investment Management, LLC65,705
1.7% of portfolio›$5.4M
Vise Technologies, Inc.60,995
0.0% of portfolio›$5.0M
Sharkey, Howes & Javer56,336
0.6% of portfolio›$4.6M
Perigon Wealth Management, LLC51,614
0.1% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.51,143
0.0% of portfolio›$4.2M
Horst & Graben Wealth Management LLC49,842
0.5% of portfolio›$4.1M
SigFig Wealth Management, LLC44,425
0.1% of portfolio›$3.6M
MGO One Seven LLC40,110
0.1% of portfolio›$3.3M
Commonwealth Equity Services, LLC39,767
0.0% of portfolio›$3.2M
Farther Finance Advisors, LLC29,988
0.0% of portfolio›$2.4M
Wealth Enhancement Advisory Services, LLC28,271
0.0% of portfolio›$2.3M
Concurrent Investment Advisors, LLC23,765
0.0% of portfolio›$1.9M
RFG Advisory, LLC23,078
0.0% of portfolio›$1.9M
OpenArc Corporate Advisory, LLC20,668
0.0% of portfolio›$1.7M
Sagespring Wealth Partners, LLC20,435
0.0% of portfolio›$1.7M
Skyline Advisors, Inc.18,787
0.5% of portfolio›$1.5M
Diversify Wealth Management, LLC17,982
0.0% of portfolio›$1.5M
Diversify Advisory Services, LLC17,982
0.0% of portfolio›$1.5M
Kestra Private Wealth Services, LLC17,514
0.0% of portfolio›$1.4M
RCS Financial Planning, LLC16,253
0.7% of portfolio›$1.3M
Zenith Solutions, Inc.15,839
1.2% of portfolio›$1.3M
Ashton Thomas Private Wealth, LLC15,164
0.0% of portfolio›$1.2M
Navigation Group, LLC14,225
0.2% of portfolio›$1.2M
Lifelong Wealth Advisors, Inc.14,084
0.3% of portfolio›$1.2M
EverSource Wealth Advisors, LLC13,257
0.0% of portfolio›$1.1M
CoreCap Advisors, LLC11,891
0.0% of portfolio›$971.2K
MLG Wealth Management DBA Pine Grove Financial Group11,747
0.1% of portfolio›$959.4K
Hoxton Planning & Management, LLC11,485
0.2% of portfolio›$938.0K
One Wealth Capital Management, LLC11,362
0.3% of portfolio›$927.9K
Asempa Wealth Advisors11,315
0.7% of portfolio›$925.3K
Kestra Advisory Services, LLC10,762
0.0% of portfolio›$879.0K
Cornerstone Planning Group LLC10,622
0.1% of portfolio›$885.1K
Atria Investments, Inc10,551
0.0% of portfolio›$861.7K
West Wealth Group, LLC9,978
0.1% of portfolio›$814.9K
Tempus Wealth Planning, LLC9,153
0.1% of portfolio›$747.5K
Bestgate Wealth Advisors, LLC9,115
0.5% of portfolio›$744.4K
Beacon Financial Group8,872
0.1% of portfolio›$724.6K
Maia Wealth LLC8,504
0.1% of portfolio›$694.5K
Strategic Blueprint, LLC8,165
0.0% of portfolio›$666.8K
Focus Financial Network, Inc.7,989
0.0% of portfolio›$652.4K
Oregon Pacific Wealth Management, LLC7,882
0.6% of portfolio›$643.7K
Traveka Wealth, LLC7,858
0.2% of portfolio›$641.8K
Bison Wealth, LLC7,703
0.1% of portfolio›$641.3K
WBH Advisory Inc7,690
0.0% of portfolio›$628.0K
Cypress Wealth Services, LLC7,528
0.1% of portfolio›$628.1K
Trilogy Capital Inc.7,497
0.0% of portfolio›$612.3K
Guardian Financial Partners, LLC7,472
0.2% of portfolio›$610.2K
Ascent Group, LLC6,975
0.0% of portfolio›$569.6K
JB Capital LLC6,758
0.0% of portfolio›$552.0K
CFS Investment Advisory Services, LLC6,738
0.0% of portfolio›$562.2K
Gen-Wealth Partners Inc6,513
0.1% of portfolio›$531.9K
MBE Wealth Management, LLC6,313
0.2% of portfolio›$515.6K
Absolute Capital Management, LLC6,295
0.1% of portfolio›$514.1K
Capital Asset Advisory Services LLC6,261
0.0% of portfolio›$512.0K
Insight Wealth Strategies, LLC5,185
0.0% of portfolio›$423.5K
Kestra Investment Management, LLC5,174
0.0% of portfolio›$422.6K
Soltis Investment Advisors LLC4,986
0.0% of portfolio›$407.2K
Sovran Advisors, LLC4,916
0.0% of portfolio›$404.6K
PW Nova Financial Services LLC4,883
0.1% of portfolio›$398.8K
Braun-Bostich & Associates Inc.4,773
0.2% of portfolio›$389.8K
Patriot Financial Group Insurance Agency, LLC4,480
0.0% of portfolio›$365.9K
Buttonwood Financial Group, LLC4,372
0.2% of portfolio›$364.8K
Williams Financial, LLC4,191
0.2% of portfolio›$342.3K
Ehrlich Financial Group4,126
0.2% of portfolio›$337.0K
Apollon Wealth Management, LLC4,031
0.0% of portfolio›$329.2K
Csenge Advisory Group4,021
0.0% of portfolio›$328.4K
Integrity Alliance, Llc.3,945
0.0% of portfolio›$322.2K
Northland Securities, Inc.3,898
0.2% of portfolio›$318.3K
Centurion Wealth Management LLC3,860
0.1% of portfolio›$315.2K
W.H. Cornerstone Investments Inc.3,848
0.2% of portfolio›$314.3K
Valtinson Bruner Financial Planning LLC3,781
0.1% of portfolio›$308.8K
Sterling Manor Financial, LLC3,752
0.2% of portfolio›$306.4K
Meridian Wealth Management, LLC3,668
0.0% of portfolio›$299.6K
Urban Wealth Management, LLC3,347
0.2% of portfolio›$273.3K
MKT Advisors LLC3,272
0.1% of portfolio›$271.1K
Uptick Partners, LLC3,269
0.0% of portfolio›$267.0K
Goldstein Advisors, LLC3,120
0.0% of portfolio›$254.8K
Wedbush Securities Inc3,101
0.0% of portfolio›$253.0K
Financial Architects, LLC2,875
0.1% of portfolio›$234.8K
SAX Wealth Advisors, LLC2,751
0.0% of portfolio›$224.7K
JFS Wealth Advisors, LLC2,730
0.0% of portfolio›$223.0K
Two West Capital Advisors LLC2,601
0.1% of portfolio›$212.8K
Sigma Planning Corp2,511
0.0% of portfolio›$205.0K
Plan Group Financial, LLC2,485
0.0% of portfolio›$204.4K
Kelly Financial Group LLC2,462
0.0% of portfolio›$201.1K
Physician Wealth Advisors, Inc.2,147
0.0% of portfolio›$175.4K
Evolution Wealth Management Inc.2,068
0.1% of portfolio›$168.9K
Balance Wealth Partners LLC1,740
0.0% of portfolio›$142.1K
Birchwood Financial Partners, Inc.1,318
0.1% of portfolio›$107.7K
Parallel Advisors, LLC1,057
0.0% of portfolio›$86.3K
Birch Financial Group, LLC718
0.0% of portfolio›$58.7K
First Bancorp, Inc644
0.0% of portfolio›$52.6K
Buck Wealth Strategies, LLC514
0.0% of portfolio›$41.9K
Golden State Wealth Management, LLC476
0.0% of portfolio›$38.9K
Olistico Wealth, LLC455
0.0% of portfolio›$37.2K
Barrett & Company, Inc.445
0.0% of portfolio›$36.3K
Clean Yield Group416
0.0% of portfolio›$34.0K
Creative Financial Designs Inc341
0.0% of portfolio›$27.8K
West Branch Capital LLC306
0.0% of portfolio›$25.0K
Mather Group, Llc.305
0.0% of portfolio›$24.9K
Hanson & Doremus Investment Management266
0.0% of portfolio›$22
IFP Advisors, Inc252
0.0% of portfolio›$20.6K
Archer Investment Corp227
0.0% of portfolio›$18.5K
Latitude Advisors, LLC109
0.0% of portfolio›$8.9K
Portfolio Resources Advisor Group, Inc.75
0.0% of portfolio›$6.1K
Key Capital Management, Inc47
0.0% of portfolio›$3.8K
StyleTurnoverLocationFiled
Park Avenue Securities LLC
391,010$31.9M0.5%ETFMediumNew York, NY2026-10-26
Sofi Wealth, LLC
168,336$13.7M0.5%ETFVery LowSan Francisco, CA2026-10-27
Assetmark, Inc
100,659$8.2M0.0%ETFLowConcord, CA2026-10-21
Archer Investment Management, LLC
65,705$5.4M1.7%ETFHighAustin, TX2026-10-13
Vise Technologies, Inc.
60,995$5.0M0.0%IndexLowNew York, NY2026-10-29
Sharkey, Howes & Javer
56,336$4.6M0.6%ETFMediumDenver, CO2026-10-22
Perigon Wealth Management, LLC
51,614$4.2M0.1%GrowthLowSan Francisco, CA2026-10-22
Cambridge Investment Research Advisors, Inc.
51,143$4.2M0.0%ETFLowFairfield, IA2026-11-02
Horst & Graben Wealth Management LLC
49,842$4.1M0.5%ETFMediumPortland, OR2026-11-02
SigFig Wealth Management, LLC
44,425$3.6M0.1%ETFLowSan Francisco, CA2026-10-07
MGO One Seven LLC
40,110$3.3M0.1%GrowthLowBeachwood, OH2026-10-28
Commonwealth Equity Services, LLC
39,767$3.2M0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
29,988$2.4M0.0%IndexLowSan Francisco, CA2026-10-08
Wealth Enhancement Advisory Services, LLC
28,271$2.3M0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
23,765$1.9M0.0%GrowthMediumTampa, FL2026-10-16
RFG Advisory, LLC
23,078$1.9M0.0%ETFMediumBirmingham, AL2026-11-03
OpenArc Corporate Advisory, LLC
20,668$1.7M0.0%GrowthLowAtlanta, GA2026-10-21
Sagespring Wealth Partners, LLC
20,435$1.7M0.0%ETFLowFranklin, TN2026-10-22
Skyline Advisors, Inc.
18,787$1.5M0.5%ETFMediumBellingham, WA2026-11-03
Diversify Wealth Management, LLC
17,982$1.5M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
17,982$1.5M0.0%GrowthLowSandy, UT2026-10-20
Kestra Private Wealth Services, LLC
17,514$1.4M0.0%GrowthLowAustin, TX2026-10-30
RCS Financial Planning, LLC
16,253$1.3M0.7%ETFMediumAnnapolis, MD2026-10-14
Zenith Solutions, Inc.
15,839$1.3M1.2%ETFN/APhiladelphia, PA2026-10-19
Ashton Thomas Private Wealth, LLC
15,164$1.2M0.0%CoreMediumScottsdale, AZ2026-11-03
Navigation Group, LLC
14,225$1.2M0.2%ETFVery LowRedwood City, CA2026-10-28
Lifelong Wealth Advisors, Inc.
14,084$1.2M0.3%ETFLowArden Hills, MN2026-10-19
EverSource Wealth Advisors, LLC
13,257$1.1M0.0%CoreMediumBirmingham, AL2026-11-04
CoreCap Advisors, LLC
11,891$971.2K0.0%ETFMediumSouthfield, MI2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
11,747$959.4K0.1%ETFMediumWoodbury, MN2026-10-13
Hoxton Planning & Management, LLC
11,485$938.0K0.2%ETFLowShepherdstown, WV2026-10-15
One Wealth Capital Management, LLC
11,362$927.9K0.3%GrowthMediumScottsdale, AZ2026-10-23
Asempa Wealth Advisors
11,315$925.3K0.7%ETFLowBaton Rouge, LA2026-10-07
Kestra Advisory Services, LLC
10,762$879.0K0.0%CoreLowAustin, TX2026-11-02
Cornerstone Planning Group LLC
10,622$885.1K0.1%ETFMediumFairfield, NJ2026-10-16
Atria Investments, Inc
10,551$861.7K0.0%CoreMediumCharlotte, NC2026-10-15
West Wealth Group, LLC
9,978$814.9K0.1%ETFMediumIrvine, CA2026-10-14
Tempus Wealth Planning, LLC
9,153$747.5K0.1%ETFMediumIrvine, CA2026-10-14
Bestgate Wealth Advisors, LLC
9,115$744.4K0.5%ETFLowFrederick, MD2026-10-13
Beacon Financial Group
8,872$724.6K0.1%ETFMediumDallas, TX2026-10-19
Maia Wealth LLC
8,504$694.5K0.1%ETFMediumDenver, CO2026-10-19
Strategic Blueprint, LLC
8,165$666.8K0.0%ETFLowAtlanta, GA2026-10-22
Focus Financial Network, Inc.
7,989$652.4K0.0%ETFLowMinneapolis, MN2026-10-14
Oregon Pacific Wealth Management, LLC
7,882$643.7K0.6%ETFMediumMedford, OR2026-10-20
Traveka Wealth, LLC
7,858$641.8K0.2%ETFLowLos Altos, CA2026-10-19
Bison Wealth, LLC
7,703$641.3K0.1%GrowthMediumAtlanta, GA2026-10-13
WBH Advisory Inc
7,690$628.0K0.0%ETFLowBaltimore, MD2026-11-05
Cypress Wealth Services, LLC
7,528$628.1K0.1%ETFLowPalm Desert, CA2026-10-21
Trilogy Capital Inc.
7,497$612.3K0.0%ETFMediumIrvine, CA2026-10-20
Guardian Financial Partners, LLC
7,472$610.2K0.2%ETFLowOrange, CA2026-11-04
Ascent Group, LLC
6,975$569.6K0.0%CoreLowVirginia Beach, VA2026-10-30
JB Capital LLC
6,758$552.0K0.0%ETFMediumWethersfield, CT2026-10-19
CFS Investment Advisory Services, LLC
6,738$562.2K0.0%ETFMediumTotowa, NJ2026-10-19
Gen-Wealth Partners Inc
6,513$531.9K0.1%CoreLowZeeland, MI2026-11-04
MBE Wealth Management, LLC
6,313$515.6K0.2%ETFVery LowTomah, WI2026-10-26
Absolute Capital Management, LLC
6,295$514.1K0.1%ETFMediumPittsburgh, PA2026-10-16
Capital Asset Advisory Services LLC
6,261$512.0K0.0%ETFLowWilliamston, MI2026-10-30
Insight Wealth Strategies, LLC
5,185$423.5K0.0%ETFHighSan Ramon, CA2026-10-09
Kestra Investment Management, LLC
5,174$422.6K0.0%ETFMediumAustin, TX2026-11-04
Soltis Investment Advisors LLC
4,986$407.2K0.0%CoreMediumSt. George, UT2026-10-28
Sovran Advisors, LLC
4,916$404.6K0.0%ETFMediumSan Diego, CA2026-11-02
PW Nova Financial Services LLC
4,883$398.8K0.1%ETFLowNewtown, PA2026-10-15
Braun-Bostich & Associates Inc.
4,773$389.8K0.2%ETFMediumCanonsburg, PA2026-10-20
Patriot Financial Group Insurance Agency, LLC
4,480$365.9K0.0%GrowthLowWalpole, MA2026-10-14
Buttonwood Financial Group, LLC
4,372$364.8K0.2%ETFMediumKansas City, MO2026-10-16
Williams Financial, LLC
4,191$342.3K0.2%ETFMediumNorth Bennington, VT2026-10-19
Ehrlich Financial Group
4,126$337.0K0.2%ETFHighLaguna Niguel, CA2026-10-20
Apollon Wealth Management, LLC
4,031$329.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Csenge Advisory Group
4,021$328.4K0.0%ETFMediumClearwater, FL2026-11-04
Integrity Alliance, Llc.
3,945$322.2K0.0%ETFMediumUrbandale, IA2026-10-29
Northland Securities, Inc.
3,898$318.3K0.2%ETFLowMinneapolis, MN2026-11-02
Centurion Wealth Management LLC
3,860$315.2K0.1%ETFMediumMclean, VA2026-10-13
W.H. Cornerstone Investments Inc.
3,848$314.3K0.2%CoreLowKingston, MA2026-11-03
Valtinson Bruner Financial Planning LLC
3,781$308.8K0.1%ETFLowNew Brighton, MN2026-11-02
Sterling Manor Financial, LLC
3,752$306.4K0.2%ETFLowSaratoga Springs, NY2026-10-21
Meridian Wealth Management, LLC
3,668$299.6K0.0%GrowthLowLexington, KY2026-11-05
Urban Wealth Management, LLC
3,347$273.3K0.2%GrowthMediumLakewood, CA2026-10-21
MKT Advisors LLC
3,272$271.1K0.1%ETFLowCarlsbad, CA2026-10-20
Uptick Partners, LLC
3,269$267.0K0.0%ETFLowNacogdoches, TX2026-11-04
Goldstein Advisors, LLC
3,120$254.8K0.0%ETFMediumMadison, WI2026-10-15
Wedbush Securities Inc
3,101$253.0K0.0%CoreLowPasadena, CA2026-10-22
Financial Architects, LLC
2,875$234.8K0.1%ETFLowWoodstock, GA2026-10-13
SAX Wealth Advisors, LLC
2,751$224.7K0.0%ETFVery LowParsippany, NJ2026-10-13
JFS Wealth Advisors, LLC
2,730$223.0K0.0%ETFVery LowHermitage, PA2026-11-03
Two West Capital Advisors LLC
2,601$212.8K0.1%ETFLowOverland Park, KS2026-10-15
Sigma Planning Corp
2,511$205.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Plan Group Financial, LLC
2,485$204.4K0.0%ETFMediumOklahoma City, OK2026-10-22
Kelly Financial Group LLC
2,462$201.1K0.0%ETFLowWethersfield, CT2026-10-16
Physician Wealth Advisors, Inc.
2,147$175.4K0.0%ETFMediumMidvale, UT2026-10-20
Evolution Wealth Management Inc.
2,068$168.9K0.1%ETFMediumFort Myers, FL2026-10-28
Balance Wealth Partners LLC
1,740$142.1K0.0%ETFMediumWorthington, OH2026-10-27
Birchwood Financial Partners, Inc.
1,318$107.7K0.1%ETFVery LowBloomington, MN2026-11-02
Parallel Advisors, LLC
1,057$86.3K0.0%IndexLowSan Francisco, CA2026-11-03
Birch Financial Group, LLC
718$58.7K0.0%CoreLowKeene, NH2026-10-27
First Bancorp, Inc
644$52.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
Buck Wealth Strategies, LLC
514$41.9K0.0%ValueMediumDenver, CO2026-10-28
Golden State Wealth Management, LLC
476$38.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Olistico Wealth, LLC
455$37.2K0.0%GrowthVery LowTulsa, OK2026-10-05
Barrett & Company, Inc.
445$36.3K0.0%ETFLowProvidence, RI2026-10-22
Clean Yield Group
416$34.0K0.0%CoreLowNorwich, VT2026-10-28
Creative Financial Designs Inc
341$27.8K0.0%ETFMediumKokomo, IN2026-11-04
West Branch Capital LLC
306$25.0K0.0%GrowthVery LowAmherst, MA2026-10-20
Mather Group, Llc.
305$24.9K0.0%ETFMediumChicago, IL2026-10-14
Hanson & Doremus Investment Management
266$220.0%CoreVery LowBurlington, VT2026-10-16
IFP Advisors, Inc
252$20.6K0.0%GrowthLowTampa, FL2026-10-16
Archer Investment Corp
227$18.5K0.0%CoreMediumCarmel, IN2026-11-05
Latitude Advisors, LLC
109$8.9K0.0%ETFLowYorkville, IL2026-10-27
Portfolio Resources Advisor Group, Inc.
75$6.1K0.0%ETFMediumCoral Gables, FL2026-10-20
Key Capital Management, Inc
47$3.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03