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 SEC filings.
Institutional ownership of LCTD from SEC Form 13F filings across 84 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, 84 institutions disclosed 2.9M shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $158.1M — about 61.8% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
84
13F holders
$158.1M
value, 2026 filers
61.8%
of shares outstanding (2.9M sh)
18
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 | $4,611 | 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 | ROYAL BANK OF CANADA | 35,413 | $2.0M | 0.0% | 0.8% | +16.3% |
| 9 | Cerity Partners LLC | 34,998 | $2.0M | 0.0% | 0.7% | +14.6% |
| 10 | GOLDMAN SACHS GROUP INCNEW | 31,894 | $1.8M | 0.0% | 0.7% | new |
| 11 | RAYMOND JAMES FINANCIAL INC | 29,483 | $1.7M | 0.0% | 0.6% | +9.0% |
| 12 | Janney Montgomery Scott LLC | 28,435 | $1,639 | 0.0% | 0.6% | -0.6% |
| 13 | Advisory Services Network, LLC | 26,312 | $1.5M | 0.0% | 0.6% | +25.1% |
| 14 | ASSETMARK, INC | 24,517 | $1.4M | 0.0% | 0.5% | -0.9% |
| 15 | Thrivent Financial for Lutherans | 24,223 | $1,394 | 0.0% | 0.5% | +1.3% |
| 16 | Merit Financial Group, LLC | 22,896 | $1.3M | 0.0% | 0.5% | +109.9% |
| 17 | Cambridge Investment Research Advisors, Inc. | 21,850 | $1,260 | 0.0% | 0.5% | +92.7% |
| 18 | OSAIC HOLDINGS, INC. | 12,828 | $740,138 | 0.0% | 0.3% | -8.0% |
| 19 | Steward Partners Investment Advisory, LLC | 12,217 | $704,393 | 0.0% | 0.3% | +4.0% |
| 20 | Perigon Wealth Management, LLC | 11,527 | $664,609 | 0.0% | 0.2% | +3.3% |
| 21 | Sanctuary Advisors, LLC | 10,736 | $619,003 | 0.0% | 0.2% | +4.1% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 10,605 | $611,473 | 0.0% | 0.2% | +17.5% |
| 23 | Bank of New York Mellon Corp | 10,311 | $594,531 | 0.0% | 0.2% | -4.6% |
| 24 | OneDigital Investment Advisors LLC | 9,956 | $574,038 | 0.0% | 0.2% | -27.5% |
| 25 | Orion Porfolio Solutions, LLC | 9,902 | $570,901 | 0.0% | 0.2% | +6.3% |
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 · options positioning · supply chain. Research, not investment advice.