Who Owns iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU)?Hedge Fund & Institutional Holders

$71.28-0.42 (-0.59%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$53.69$59.11$64.54$69.96$75.39Aug 24May 25Mar 26

LCTU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Varma Mutual Pension Insurance CoNew Position+4.8M+$356.7B
SOFI WEALTH, LLCNew Position+98K+$7.2B
Horst & Graben Wealth Management LLCNew Position+70K+$5.2B
SigFig Wealth Management, LLCNew Position+51K+$3.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+45K+$3.0B
Austin Private Wealth, LLCNew Position+33K+$2.5B
SAGESPRING WEALTH PARTNERS, LLCNew Position+24K+$1.8B
RCS Financial Planning, LLCNew Position+18K+$1.3B
Archer Investment Management, LLCNew Position+16K+$1.2B
JPMORGAN CHASE & COIncreased+2K+$1.1B
LIFELONG WEALTH ADVISORS, INC.New Position+15K+$1.1B
THEORY FINANCIAL LLCNew Position+14K+$1.1B
DIVERSIFY WEALTH MANAGEMENT, LLCNew Position+14K+$1.1B
CoreCap Advisors, LLCNew Position+12K+$913.0M
Venturi Wealth Management, LLCNew Position+11K+$782.0M

LCTU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-3K-$23.5B
Integrated Wealth Concepts LLCDecreased-29K-$4.6B
OSAIC HOLDINGS, INC.Decreased-35K-$3.5B
HighTower Advisors, LLCDecreased-5K-$2.0B
&PARTNERSDecreased-619-$1.1B
Emergent Wealth Advisors, LLCDecreased-17K-$923.3M
Steward Partners Investment Advisory, LLCDecreased-1K-$882.2M
Aptus Capital Advisors, LLCDecreased-16-$770.6M
GTS SECURITIES LLCClosed Position-10K-$730.2M
Maia Wealth LLCDecreased-8K-$578.5M
HARBOUR INVESTMENTS, INC.Decreased-1K-$461.8M
JOURNEY STRATEGIC WEALTH LLCDecreased-970-$296.8M
Keystone Financial ServicesDecreased-259-$296.5M
IHT Wealth Management, LLCDecreased-17-$286.4M
Signal Advisors Wealth, LLCClosed Position-4K-$278.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Varma Mutual Pension Insurance Co4,814,000$356.7B2.16%Share
2JPMORGAN CHASE & CO783,227$58.0B0.00%Share
3ASSETMARK, INC124,131$9.2B0.02%Share
4SOFI WEALTH, LLC97,609$7.2B0.36%Share
5ROYAL BANK OF CANADA86,154$6.0B0.00%Share
6Horst & Graben Wealth Management LLC69,633$5.2B0.78%Share
7OneDigital Investment Advisors LLC74,527$5.0B0.05%Share
8Equitable Holdings, Inc.68,361$5.0B0.03%Share
9UNITED CAPITAL FINANCIAL ADVISORS, LLC73,057$5.0B0.03%Share
10GeoWealth Management, LLC73,890$5.0B0.18%Share
11SigFig Wealth Management, LLC51,163$3.8B0.11%Share
12COMMONWEALTH EQUITY SERVICES, LLC45,071$3.0B0.00%Share
13Orion Porfolio Solutions, LLC50,490$3.0B0.02%Share
14Steward Partners Investment Advisory, LLC52,202$3.0B0.02%Share
15Austin Private Wealth, LLC33,319$2.5B0.18%Share
16OSAIC HOLDINGS, INC.37,336$2.0B0.00%Share
17Farther Finance Advisors, LLC26,762$2.0B0.02%Share
18Regal Investment Advisors LLC24,490$1.8B0.11%Share
19SAGESPRING WEALTH PARTNERS, LLC24,213$1.8B0.03%Share
20RCS Financial Planning, LLC17,911$1.3B0.57%Share
21ONE WEALTH CAPITAL MANAGEMENT, LLC17,371$1.3B0.55%Share
22LifePlan Investment Advisors, Inc.16,688$1.2B0.50%Share
23Archer Investment Management, LLC16,128$1.2B0.64%Share
24LIFELONG WEALTH ADVISORS, INC.14,683$1.1B0.29%Share
25THEORY FINANCIAL LLC14,226$1.1B0.36%Share
26DIVERSIFY WEALTH MANAGEMENT, LLC14,088$1.1B0.05%Share
27Atria Investments, Inc15,413$1.0B0.01%Share
28O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,222$1.0B0.01%Share
29CreativeOne Wealth, LLC20,508$1.0B0.02%Share
30Aptus Capital Advisors, LLC24,379$1.0B0.01%Share
31Keystone Financial Services14,376$1.0B0.30%Share
32Snowden Capital Advisors LLC22,879$1.0B0.03%Share
33RAYMOND JAMES FINANCIAL INC22,415$1.0B0.00%Share
34CoreCap Advisors, LLC12,326$913.0M0.03%Share
35EQ LLC12,293$910.0M0.26%Share
36Sound View Wealth Advisors Group, LLC10,759$797.0M0.05%Share
37Venturi Wealth Management, LLC10,566$782.0M0.03%Share
38Oregon Pacific Wealth Management, LLC10,544$781.0M0.81%Share
39Maia Wealth LLC10,293$755.0M0.13%Share
40Hoxton Planning & Management, LLC10,051$744.0M0.22%Share
41West Wealth Group, LLC10,009$741.0M0.15%Share
42Gateway Wealth Partners, LLC9,817$727.0M0.08%Share
43WEALTHGARDEN F.S. LLC9,702$727.0M0.48%Share
44Strategic Blueprint, LLC9,805$726.0M0.04%Share
45Tempus Wealth Planning, LLC9,445$699.0M0.16%Share
46WBH ADVISORY INC8,987$665.0M0.05%Share
47Spectrum Planning & Advisory Services Inc.8,902$659.0M0.34%Share
48Traveka Wealth, LLC7,822$579.0M0.24%Share
49MBE Wealth Management, LLC7,696$570.0M0.24%Share
50Gen-Wealth Partners Inc7,488$554.0M0.18%Share

LCTU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025198$526.3B+100
Q3 202598$285.2B-65
Q2 2025163$1.6T-15
Q1 2025178$810.7B+32
Q4 2024146$16.8T+28
Q3 2024118$481.5T+7
Q2 2024111$462.1T+10
Q1 2024101$1263.5T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold LCTU (iShares U.S. Carbon Transition Readiness Aware Active ETF). The largest holder is Varma Mutual Pension Insurance Co with $356.7B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own LCTU?

As of Q4 2025, 50 institutional investors report holding LCTU (iShares U.S. Carbon Transition Readiness Aware Active ETF) in their 13F filings.

Who is the largest institutional holder of LCTU?

The largest institutional holder of LCTU is Varma Mutual Pension Insurance Co with $356.7B in shares.

Is institutional ownership of LCTU increasing or decreasing?

This quarter, 14 institutions opened new positions in LCTU and 2 closed their positions.