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BlackRock U.S. Carbon Transition Readiness ETF (LCTU) Institutional Ownership

$59.34
+0.53 (+0.90%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU)

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$263.86M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$629.92M
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LCTU Institutional Buying and Selling by Quarter

BlackRock U.S. Carbon Transition Readiness ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024Harbour Investments Inc.7,801$463K0.0%+6.0%0.037%
7/26/2024Patriot Financial Group Insurance Agency LLC11,547$686K0.1%-3.8%0.055%
7/26/2024 Bank of New York Mellon Corp44,984$2.67M0.0%-3.6%0.213%
7/25/2024 Tempus Wealth Planning LLC6,258$372K0.2%+31.7%0.030%
7/24/2024 JB Capital LLC6,382$379K0.0%-6.4%0.030%
7/24/2024 Goldstein Advisors LLC3,532$210K0.0%N/A0.017%
7/24/2024 My Legacy Advisors LLC9,307$553K0.2%N/A0.044%
7/23/2024 Concourse Financial Group Securities Inc.15,928$946K0.1%+9.6%0.075%
7/23/2024 Keystone Financial Services21,145$1.26M0.5%+4.1%0.100%
7/23/2024 Horst & Graben Wealth Management LLC86,060$5.11M1.0%-1.5%0.407%
7/22/2024 Atria Wealth Solutions Inc.147,017$8.73M0.1%-3.8%0.695%
7/20/2024 First Horizon Advisors Inc.12,819$762K0.0%-4.0%0.061%
7/20/2024 Continuum Advisory LLC3,387$201K0.0%+24.2%0.016%
7/19/2024 Williams Financial LLC196,506$11.23M0.1%+5,435.4%0.929%
7/19/2024 Hoxton Planning & Management LLC6,136$365K0.2%-4.7%0.029%
7/19/2024 Spectrum Planning & Advisory Services Inc.9,490$566K0.5%N/A0.045%
7/17/2024 Sharkey Howes & Javer73,474$4.37M0.7%-4.7%0.347%
7/16/2024 Envestnet Portfolio Solutions Inc.1,700,426$101.02M0.4%-3.9%8.040%
7/16/2024 ORG Partners LLC1,224$73K0.0%N/A0.006%
7/16/2024 Wealth Enhancement Advisory Services LLC4,202$250K0.0%N/A0.020%
7/16/2024 Maia Wealth LLC18,045$1.11M0.3%N/A0.085%
7/13/2024 Austin Private Wealth LLC32,405$1.93M0.2%-8.5%0.153%
7/12/2024 Diversify Advisory Services LLC38,675$2.34M0.1%-0.4%0.183%
7/11/2024 U.S. Capital Wealth Advisors LLC8,539$507K0.0%+28.6%0.040%
7/10/2024 Buttonwood Financial Group LLC12,537$746K0.4%+5.8%0.059%
7/10/2024 CWM LLC569,112$33.81M0.2%-14.8%2.691%
7/9/2024 Park Avenue Securities LLC496,129$29.47M0.4%-1.9%2.346%
7/2/2024 Transcend Capital Advisors LLC7,264$432K0.0%-11.1%0.034%
5/24/2024Cetera Advisors LLC58,145$3.34M0.0%+92.3%0.275%
5/24/2024Cetera Investment Advisers285,757$16.41M0.0%+46.9%1.351%
5/17/2024Citizens Financial Group Inc. RI3,868$222K0.0%N/A0.018%
5/17/2024Comerica Bank4,674$268K0.0%-5.6%0.022%
5/16/2024California State Teachers Retirement System3,859,591$221.58M0.3%-47.6%18.249%
5/16/2024B. Riley Wealth Advisors Inc.19,515$1.12M0.0%+34.6%0.092%
5/16/2024High Falls Advisors Inc4,858$279K0.1%-6.4%0.023%
5/14/2024CreativeOne Wealth LLC15,001$861K0.0%+197.4%0.071%
5/9/2024Orion Portfolio Solutions LLC22,751$1.31M0.0%+4.2%0.108%
5/8/2024Avantax Advisory Services Inc.24,379$1.40M0.0%+31.5%0.115%
5/7/2024Concurrent Investment Advisors LLC15,142$869K0.0%-5.9%0.072%
5/6/2024 Envestnet Portfolio Solutions Inc.1,769,853$101.61M0.4%-5.2%8.368%
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5/6/2024Advisory Services Network LLC74,294$4.27M0.1%-1.8%0.351%
5/4/2024Buck Wealth Strategies LLC9,090$522K0.2%N/A0.043%
5/1/2024 Janney Montgomery Scott LLC97,495$5.60M0.0%+6.2%0.461%
5/1/2024 Concourse Financial Group Securities Inc.14,539$835K0.1%+19.6%0.069%
5/1/2024 Diversify Advisory Services LLC38,839$2.22M0.1%N/A0.184%
4/30/2024Perigon Wealth Management LLC17,307$994K0.0%+12.2%0.082%
4/29/2024Commonwealth Equity Services LLC32,947$1.89M0.0%+5.0%0.156%
4/26/2024 RCS Financial Planning LLC5,448$313K0.2%+3.6%0.026%
4/24/2024Simplicity Wealth LLC5,209$299K0.0%N/A0.021%
4/24/2024Spire Wealth Management6,719$386K0.0%-10.1%0.027%
4/23/2024 Venturi Wealth Management LLC12,643$726K0.0%-8.0%0.051%
4/23/2024 Sugarloaf Wealth Management LLC5,757$331K0.1%+22.3%0.023%
4/22/2024 Horst & Graben Wealth Management LLC87,352$5.02M1.0%+6.6%0.350%
4/19/2024 Tempus Wealth Planning LLC4,752$273K0.1%N/A0.019%
4/18/2024Claro Advisors LLC6,182$355K0.1%N/A0.025%
4/16/2024Dohj LLC14,608$839K0.2%+2.5%0.059%
4/13/2024 Hoxton Planning & Management LLC6,439$370K0.2%-4.2%0.026%
4/12/2024 Factory Mutual Insurance Co.1,053,908$60.51M0.7%-50.4%4.224%
4/12/2024 Austin Private Wealth LLC35,405$2.01M0.2%+6.4%0.142%
4/11/2024 Buttonwood Financial Group LLC11,846$680K0.4%+30.4%0.047%
4/10/2024 Park Avenue Securities LLC505,712$29.03M0.4%-1.4%2.027%
4/10/2024 Williams Financial LLC3,550$204K0.1%N/A0.014%
3/15/2024B. Riley Wealth Advisors Inc.14,494$759K0.0%-25.7%0.044%
2/23/2024Beacon Financial Group8,267$433K0.1%+29.0%0.025%
2/14/2024Tcwp LLC48,682$2.55M7.2%+13.9%0.147%
2/14/2024MGO One Seven LLC48,682$2.55M0.1%N/A0.147%
2/14/2024Regal Investment Advisors LLC25,798$1.35M0.1%+13.7%0.078%
2/14/2024CFS Investment Advisory Services LLC4,819$252K0.0%N/A0.015%
2/13/2024Morningstar Investment Services LLC71,735$3.77M0.0%+316.5%0.217%
2/13/2024Envestnet Asset Management Inc.5,816,634$304.44M0.1%+22.9%17.573%
2/13/2024California State Teachers Retirement System7,359,591$385.20M0.5%-32.2%22.234%
2/12/2024Steward Partners Investment Advisory LLC60,812$3.18M0.0%+31.0%0.184%
2/9/2024Advisory Services Network LLC75,653$3.96M0.1%+3.9%0.229%
2/9/2024Orion Portfolio Solutions LLC21,824$1.14M0.0%+29.7%0.066%
2/9/2024EverSource Wealth Advisors LLC2,690$141K0.0%+10.2%0.008%
2/9/2024Assetmark Inc.90,679$4.75M0.0%+27.7%0.274%
2/9/2024CreativeOne Wealth LLC5,044$264K0.0%+9.8%0.015%
2/8/2024SigFig Wealth Management LLC50,917$2.67M0.1%+24.1%0.154%
2/8/2024 Janney Montgomery Scott LLC91,781$4.80M0.0%+54.3%0.277%
2/8/2024 RCS Financial Planning LLC5,259$275K0.2%+17.2%0.016%
2/7/2024Avantax Advisory Services Inc.18,541$970K0.0%+20.8%0.056%
2/7/2024 Envestnet Portfolio Solutions Inc.1,866,249$97.68M0.4%+24.6%5.638%
2/7/2024 JFS Wealth Advisors LLC4,802$251K0.0%N/A0.015%
2/7/2024Principal Securities Inc.711$37K0.0%N/A0.002%
2/7/2024 Concourse Financial Group Securities Inc.12,161$637K0.0%+373.0%0.037%
2/6/2024 Apollon Wealth Management LLC8,188$429K0.0%N/A0.025%
2/6/2024Spire Wealth Management7,473$397K0.0%+86.5%0.023%
2/6/2024Axxcess Wealth Management LLC3,842$201K0.0%N/A0.012%
2/6/2024 U.S. Capital Wealth Advisors LLC6,860$359K0.0%+30.8%0.021%
2/6/2024 First Horizon Advisors Inc.14,207$744K0.0%+13.5%0.043%
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2/5/2024Kestra Private Wealth Services LLC6,854$359K0.0%+23.8%0.021%
2/5/2024 Transcend Capital Advisors LLC6,994$366K0.0%+12.4%0.021%
2/2/2024Dohj LLC14,254$746K0.2%N/A0.043%
2/2/2024 Atria Wealth Solutions Inc.157,616$8.25M0.1%+31.3%0.476%
2/1/2024 CWM LLC747,806$39.14M0.2%+5.8%2.259%
1/31/2024Oliver Lagore Vanvalin Investment Group2,314$121K0.0%+29.4%0.007%
1/31/2024Goodwin Investment Advisory12,182$638K0.3%-28.9%0.037%
1/30/2024Wealth Alliance39,564$2.07M0.3%+13.4%0.120%
1/30/2024SVB Wealth LLC5,091$266K0.0%-15.5%0.015%
1/30/2024Capital Analysts LLC5,099$267K0.0%+22.8%0.015%
(Data available from 1/1/2016 forward)

LCTU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LCTU shares?

During the previous two years, 125 institutional investors and hedge funds held shares of BlackRock U.S. Carbon Transition Readiness ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($13.16B), Envestnet Asset Management Inc. ($304.44M), California State Teachers Retirement System ($221.58M), Varma Mutual Pension Insurance Co ($200.93M), Envestnet Portfolio Solutions Inc. ($101.02M), Factory Mutual Insurance Co. ($60.51M), and Credit Suisse AG ($52.71M).Learn more on LCTU's institutional investors.

Which institutional investors have been buying BlackRock U.S. Carbon Transition Readiness ETF stock?

Of the 114 institutional investors that purchased BlackRock U.S. Carbon Transition Readiness ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($5.82M), Envestnet Portfolio Solutions Inc. ($1.87M), Credit Suisse AG ($1.17M), CWM LLC ($747.81K), Park Avenue Securities LLC ($414.63K), LPL Financial LLC ($218.50K), and Williams Financial LLC ($196.51K).

How much institutional buying is happening at BlackRock U.S. Carbon Transition Readiness ETF?

Institutional investors have bought a total of 12,837,654 shares in the last 24 months. This purchase volume represents approximately $581.93M in transactions.

Which BlackRock U.S. Carbon Transition Readiness ETF major shareholders have been selling company stock?

Of the 43 institutional investors that sold BlackRock U.S. Carbon Transition Readiness ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: California State Teachers Retirement System ($10.50M), Varma Mutual Pension Insurance Co ($2.77M), Factory Mutual Insurance Co. ($1.07M), Envestnet Portfolio Solutions Inc. ($165.82K), CWM LLC ($98.65K), Park Avenue Securities LLC ($16.90K), and Osaic Holdings Inc. ($10.89K).

How much institutional selling is happening at BlackRock U.S. Carbon Transition Readiness ETF?

Institutional investors have sold a total of 14,687,393 shares in the last 24 months. This volume of shares sold represents approximately $745.93M in transactions.


This page (NYSEARCA:LCTU) was last updated on 7/27/2024 by MarketBeat.com Staff

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