Who owns iShares World ex U.S. Carbon Transition Readiness Aware Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LCTD from SEC Form 13F filings across 107 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 107 institutions disclosed 3.1M shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $178.9M — about 66.2% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
107
13F holders
$178.9M
value, 2026 filers
66.2%
of shares outstanding (3.1M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LCTD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 973,651 | $55.9M | 0.0% | 20.7% | +662.2% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 823,081 | $47.5M | 0.0% | 17.5% | -6.6% |
| 3 | LPL Financial LLC | 257,495 | $14.8M | 0.0% | 5.5% | +0.7% |
| 4 | Envestnet Portfolio Solutions, Inc. | 156,288 | $9.0M | 0.0% | 3.3% | -7.9% |
| 5 | PARK AVENUE SECURITIES LLC | 79,965 | $4.6M | 0.0% | 1.7% | -4.8% |
| 6 | Cetera Investment Advisers | 56,446 | $3.3M | 0.0% | 1.2% | -9.1% |
| 7 | MML INVESTORS SERVICES, LLC | 44,546 | $2.6M | 0.0% | 0.9% | +10.1% |
| 8 | FLOW TRADERS U.S. LLC | 37,556 | $2.2M | 0.1% | 0.8% | -42.9% |
| 9 | ROYAL BANK OF CANADA | 35,413 | $2.0M | 0.0% | 0.8% | +16.3% |
| 10 | Cerity Partners LLC | 34,998 | $2.0M | 0.0% | 0.7% | +14.6% |
| 11 | SOFI WEALTH, LLC | 33,437 | $1.9M | 0.1% | 0.7% | +25.9% |
| 12 | GOLDMAN SACHS GROUP INCNEW | 31,894 | $1.8M | 0.0% | 0.7% | new |
| 13 | RAYMOND JAMES FINANCIAL INC | 29,483 | $1.7M | 0.0% | 0.6% | +9.0% |
| 14 | Janney Montgomery Scott LLC | 28,435 | $1.6M | 0.0% | 0.6% | -0.6% |
| 15 | Advisory Services Network, LLC | 26,312 | $1.5M | 0.0% | 0.6% | +25.1% |
| 16 | Archer Investment Management, LLC | 25,705 | $1.5M | 0.5% | 0.5% | -8.2% |
| 17 | ASSETMARK, INC | 24,517 | $1.4M | 0.0% | 0.5% | -0.9% |
| 18 | Thrivent Financial for Lutherans | 24,223 | $1.4M | 0.0% | 0.5% | +1.3% |
| 19 | Avise Financial Cooperative, Inc. | 21,741 | $1.3M | 0.9% | 0.5% | -7.2% |
| 20 | GeoWealth Management, LLC | 18,452 | $1.1M | 0.0% | 0.4% | +14.5% |
| 21 | One Wealth Advisors, LLC | 17,771 | $1.0M | 0.1% | 0.4% | -6.6% |
| 22 | OSAIC HOLDINGS, INC. | 12,828 | $740,138 | 0.0% | 0.3% | -8.0% |
| 23 | Horst & Graben Wealth Management LLC | 12,635 | $723,460 | 0.1% | 0.3% | -7.8% |
| 24 | Steward Partners Investment Advisory, LLC | 12,217 | $704,393 | 0.0% | 0.3% | +4.0% |
| 25 | Equitable Holdings, Inc. | 12,125 | $699,069 | 0.0% | 0.3% | +0.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.