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

$56.22+0.35 (+0.62%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.0000002000000134e+231T

% of Float Held

—

QoQ Change in Holders

+11 / -0

Price History

$41.56$46.19$50.81$55.44$60.06Sep 24Jun 25Mar 26

LCTD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SOFI WEALTH, LLCNew Position+22K+$1.2B
Horst & Graben Wealth Management LLCNew Position+14K+$757.0M
CITADEL ADVISORS LLCIncreased+20K+$661.4M
SigFig Wealth Management, LLCNew Position+11K+$602.0M
RAYMOND JAMES FINANCIAL INCIncreased+15K+$555.2M
Austin Private Wealth, LLCNew Position+6K+$340.0M
SAGESPRING WEALTH PARTNERS, LLCNew Position+5K+$251.0M
Archer Investment Management, LLCNew Position+4K+$207.0M
CoreCap Advisors, LLCNew Position+3K+$142.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+2.5M+$60.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+863K+$47.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+382+$20.0M
LifePlan Investment Advisors, Inc.Increased+269+$19.7M
Envestnet Portfolio Solutions, Inc.New Position+173K+$9.0M
NBT BANK N A /NYNew Position+55+$8.0M

LCTD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-64K-$16.2B
Cetera Investment AdvisersDecreased-22K-$4.4B
MML INVESTORS SERVICES, LLCDecreased-10K-$3.0B
JPMORGAN CHASE & CODecreased-35K-$2.7B
GOLDMAN SACHS GROUP INCDecreased-8K-$1.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-7K-$1.2B
OSAIC HOLDINGS, INC.Decreased-4K-$938.4M
UNITED CAPITAL FINANCIAL ADVISORS, LLCDecreased-3K-$915.7M
Equitable Holdings, Inc.Decreased-4K-$900.9M
GeoWealth Management, LLCDecreased-1K-$826.2M
OneDigital Investment Advisors LLCDecreased-250-$739.0M
Steward Partners Investment Advisory, LLCDecreased-1K-$699.1M
Orion Porfolio Solutions, LLCDecreased-3K-$655.5M
Integrated Wealth Concepts LLCDecreased-4K-$436.3M
ROYAL BANK OF CANADADecreased-2K-$423.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO127,598$6.0B0.38%Share
2CITADEL ADVISORS LLC44,703$2.0B0.30%Share
3ASSETMARK, INC24,770$1.4B2.76%Share
4SOFI WEALTH, LLC22,044$1.2B0.06%Share
5RAYMOND JAMES FINANCIAL INC22,361$1.0B0.31%Share
6SUSQUEHANNA INTERNATIONAL GROUP, LLP34,587$1.0B0.12%Share
7ROYAL BANK OF CANADA24,047$1.0B0.16%Share
8Horst & Graben Wealth Management LLC13,861$757.0M0.11%Share
9SigFig Wealth Management, LLC11,024$602.0M0.02%Share
10Farther Finance Advisors, LLC6,510$355.0M3.80%Share
11Austin Private Wealth, LLC6,232$340.0M0.03%Share
12SAGESPRING WEALTH PARTNERS, LLC4,607$251.0M4.56%Share
13LifePlan Investment Advisors, Inc.4,140$226.0M0.09%Share
14Archer Investment Management, LLC3,805$207.0M0.11%Share
15CoreCap Advisors, LLC2,604$142.0M0.00%Share
16UBS Group AG1,453$79.0M0.01%Share
17Gen-Wealth Partners Inc1,417$77.0M0.02%Share
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,508,857$71.5M0.05%Share
19ENVESTNET ASSET MANAGEMENT INC863,000$47.0M0.01%Share
20JFS WEALTH ADVISORS, LLC797$43.0M0.00%Share
21COMERICA BANK757$41.0M0.16%Share
22Rossby Financial, LCC480$26.0M0.01%Share
23FLAGSHIP HARBOR ADVISORS, LLC382$20.0M0.00%Share
24Milestone Investment Advisors LLC301$16.0M0.00%Share
25LPL Financial LLC240,240$13.0M0.00%Share
26Envestnet Portfolio Solutions, Inc.173,113$9.0M0.03%Share
27NBT BANK N A /NY55$8.0M0.00%Share
281 NORTH WEALTH SERVICES LLC130$7.0M0.00%Share
29Commonwealth Retirement Investments LLC137$7.0M0.00%Share
30Kilter Group LLC113$6.0M0.00%Share
31UBS Group AG123$6.0M0.00%Share
32Golden State Wealth Management, LLC99$5.0M0.00%Share
33PARK AVENUE SECURITIES LLC83,745$4.6M0.04%Share
34Camelot Portfolios, LLC89$4.0M0.00%Share
35Cetera Investment Advisers61,762$3.0M0.00%Share
36CREATIVE FINANCIAL DESIGNS INC /ADV66$3.0M0.00%Share
37MML INVESTORS SERVICES, LLC45,626$2.0M0.00%Share
38Avise Financial Cooperative, Inc.21,766$1.2M1.07%Share
39One Wealth Advisors, LLC19,402$1.1M0.13%Share
40JANE STREET GROUP, LLC19,912$1.0M0.00%Share
41Cerity Partners LLC28,344$1.0M0.00%Share
42THRIVENT FINANCIAL FOR LUTHERANS24,954$1.0M0.00%Share
43Cornerstone Planning Group LLC23$1.0M0.00%Share
44Janney Montgomery Scott LLC29,179$1.0M0.00%Share
45Sharkey, Howes & Javer12,055$658K0.08%Share
46Perigon Wealth Management, LLC11,017$602K0.01%Share
47Davis Wealth Advisors, LLC10,862$593K0.49%Share
48Merit Financial Group, LLC8,215$449K0.00%Share
49MGO ONE SEVEN LLC6,405$350K0.01%Share
50MA Private Wealth6,381$348K0.06%Share

LCTD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202598$16.9B+36
Q3 202562$52.0B-16
Q2 202578$111.1B-17
Q1 202595$97.7B+8
Q4 202487$2.2T+16
Q3 202471$141.8T+2
Q2 202469$124.1T+2
Q1 202467$1048.0T—

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As of Q4 2025, 50 institutional investors hold LCTD (iShares World ex U.S. Carbon Transition Readiness Aware Active ETF). The largest holder is JPMORGAN CHASE & CO with $6.0B in shares. This quarter, 11 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own LCTD?

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

Who is the largest institutional holder of LCTD?

The largest institutional holder of LCTD is JPMORGAN CHASE & CO with $6.0B in shares.

Is institutional ownership of LCTD increasing or decreasing?

This quarter, 11 institutions opened new positions in LCTD and 0 closed their positions.