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Get Institutions for : 
Blackrock Us Carbon Transition Readiness Etf (LCTU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 148    6
Total shares held : 
20,667,326  
% of shares held : 
7.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  13  
Amount of shares held : 
-2,140,332  
% of shares held change : 
  -0.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 1,841,104
 8.91%
 
Increased Positions :
62
 418,166
 2.02%
 
Unchanged Positions :
16
 5,930,998
 28.7%
 
Decreased Positions :
55
-490,956
-2.38%
 
Closed Positions :
9
-3,908,646
-18.91%
 
Guru Positions :
0
 0%
 
View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CREDIT SUISSE/ 194 - 2024-03-31 1,785,000 $102,477,000 200,000
   J P MORGAN CHASE & CO 1223 - 2024-06-30 696,338 $41,368,000 15,393
   LPL FINANCIAL CORP 717 - 2024-06-30 579,979 $34,455,000 100,813
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 404 - 2024-06-30 98,894 $5,875,000 2,572
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 238 - 2024-06-30 97,850 $5,813,000 7,430
   ADVISORY SERVICES NETWORK, LLC 184 - 2024-06-30 97,209 $5,775,000 22,915
   Resources Investment Advisors Inc. 215 - 2024-06-30 94,798 $5,632,000 52,491
   ROYAL BANK OF CANADA 1926 - 2024-06-30 84,326 $5,010,000 1,428
   Advisor Group Holdings Inc. 1008 - 2024-06-30 82,134 $4,880,000 19,986
   MORNINGSTAR INVESTMENT SERVICES, INC. 141 - 2024-06-30 72,777 $4,338,000 24,250
   THRIVENT FINANCIAL FOR LUTHERANS 900 - 2024-06-30 71,292 $4,235,000 8,698
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 837 - 2024-06-30 71,077 $4,223,000 20,285
   Integrated Wealth Concepts LLC 305 - 2024-06-30 68,752 $4,084,000 138
   WEALTHSOURCE PARTNERS LLC 68 - 2023-12-31 69,232 $3,624,000 10,491
   MULTIFINANCIAL SECURITIES CORP 595 - 2024-03-31 58,145 $3,338,000 27,901
   SigFig Wealth Management LLC 64 - 2024-06-30 53,280 $3,165,000 2,313
   COMMONWEALTH EQUITY SERVICES LLC. 1544 - 2024-06-30 47,865 $2,844,000 14,918
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1419 - 2024-06-30 45,791 $2,720,000 29,967
   DFPG INVESTMENTS INC. 142 - 2023-12-31 38,659 $1,992,000 239
   Perigon Wealth Management LLC 265 - 2024-06-30 30,892 $1,835,000 13,585
   H D Vest Advisory Services 754 - 2024-06-30 26,312 $1,563,000 1,933
   HIGHTOWER ADVISORS, LLC 1581 - 2024-06-30 25,073 $1,491,000 20,774
   Orion Portfolio Solutions LLC 811 - 2024-06-30 23,611 $1,403,000 860
   TOWNSQUARE CAPITAL LLC 604 - 2024-06-30 22,555 $1,340,000 231
   Stratos Wealth Advisors LLC 287 - 2024-06-30 22,268 $1,323,000 2,234
   Keystone Financial Services 24 - 2024-06-30 21,145 $1,256,000 836
   Goss Wealth Management LLC 977 - 2024-06-30 19,995 $1,188,000 10,038
   EverSource Wealth Advisors LLC 197 - 2024-06-30 19,242 $1,157,000 16,523
   Maia Wealth LLC 68 - 2024-06-30 18,045 $1,106,000 5,532
   PROEQUITIES INC. 304 - 2024-06-30 15,928 $946,000 1,389
   DOHJ LLC 78 - 2024-06-30 15,256 $906,000 648
   Sowell Financial Services LLC 344 - 2024-06-30 14,994 $891,000 515
   Copperleaf Capital LLC 43 - 2024-06-30 14,744 $876,000 1,179
   Farther Finance Advisors LLC 348 - 2024-06-30 13,519 $805,000 1,931
   Buttonwood Financial Group LLC 20 - 2024-06-30 12,537 $746,000 691
   Gen-Wealth Partners Inc 82 - 2024-06-30 9,723 $578,000 151
   Spectrum Planning & Advisory Services Inc. 31 - 2024-06-30 9,490 $566,000 1,143
   Ascent Group LLC 343 - 2024-06-30 9,328 $554,000 3
   My Legacy Advisors LLC 144 - 2024-06-30 9,307 $553,000 1,909
   CoreCap Advisors LLC 217 - 2024-06-30 8,697 $517,000 132
   ZACKS INVESTMENT MANAGEMENT 439 - 2024-06-30 8,646 $514,000 584
   U.S. Capital Wealth Advisors LLC 456 - 2024-06-30 8,539 $507,000 1,898
   BEACON FINANCIAL GROUP 210 - 2024-06-30 8,339 $495,000 588
   HARBOUR INVESTMENTS INC. 630 - 2024-06-30 7,801 $463,000 441
   COMERICA SECURITIESINC. 297 - 2023-09-30 9,021 $427,000 2,705
   KESTRA PRIVATE WEALTH SERVICES LLC 907 - 2024-06-30 6,894 $410,000 19
   Capital Analysts Inc. 354 - 2024-06-30 6,893 $409,000 592
   JOURNEY STRATEGIC WEALTH LLC 201 - 2024-06-30 6,521 $387,000 1,731
   Claro Advisors LLC 275 - 2024-06-30 6,425 $382,000 243
   Tempus Wealth Planning LLC 132 - 2024-06-30 6,258 $372,000 1,506
   RCS Financial Planning LLC 62 - 2024-06-30 5,550 $330,000 102
   Simplicity WealthLLC 930 - 2024-06-30 5,270 $313,000 61
   Insight Wealth Strategies LLC 143 - 2024-06-30 5,178 $308,000 138
   CFS Investment Advisory Services LLC 219 - 2024-06-30 4,968 $295,000 62
   COMERICA BANK 2100 - 2024-06-30 4,844 $288,000 170
   Ally Invest Advisors Inc. 58 - 2024-06-30 4,815 $286,000 1,064
   JFS WEALTH ADVISORS, LLC 207 - 2024-06-30 4,600 $273,000 99
   Talisman Wealth Advisors LLC 77 - 2024-06-30 4,376 $260,000 274
   Continuum Advisory LLC 368 - 2024-06-30 3,387 $201,000 660
   PNC FINANCIAL SERVICES GROUP INC 2336 - 2024-06-30 2,582 $153,000 750
   AdvisorNet Financial Inc 552 - 2024-06-30 2,407 $143,000 39
   LGT Financial Advisors LLC 64 - 2024-06-30 2,171 $129,000 6
   ORG Partners LLC 523 - 2024-06-30 1,224 $73,000 1,224
   Global Financial Private Client LLC 347 - 2024-06-30 527 $31,000 18
   Kelly Financial Services LLC 454 - 2024-06-30 114 $7,000 61

  65 Records found
  1    
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