LCTD Institutional Ownership
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
1W: -1.7%
1M: -3.0%
3M: -1.2%
YTD: +4.9%
1Y: +9.6%
3Y: +57.9%
5Y: +40.2%
$57.87
+0.48 (+0.84%)
Weekly Expected Move ±1.8%
$56
$57
$58
$59
$60
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LCTD
116
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
176M
Total Invested
19
New Positions
40
Increased
51
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (125 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 973,651 | 56M | +845,911 | +662.2% | 12Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 823,081 | 48M | -58,612 | -6.6% | 12Q | SEC ↗ |
| 3 | LPL Financial LLC | 257,495 | 15M | +1,752 | +0.7% | 13Q | SEC ↗ |
| 4 | Envestnet Portfolio Solutions, Inc. | 156,288 | 9M | -13,433 | -7.9% | 12Q | SEC ↗ |
| 5 | PARK AVENUE SECURITIES LLC | 79,965 | 5M | -4,058 | -4.8% | 12Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 56,446 | 3M | -5,631 | -9.1% | 12Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 44,546 | 3M | +4,089 | +10.1% | 12Q | SEC ↗ |
| 8 | FLOW TRADERS U.S. LLC | 37,556 | 2M | -28,215 | -42.9% | 6Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 35,413 | 2M | +4,974 | +16.3% | 12Q | SEC ↗ |
| 10 | Cerity Partners LLC | 34,998 | 2M | +4,453 | +14.6% | 21Q | SEC ↗ |
| 11 | CWM, LLC | 34,409 | 2M | +32,129 | +1409.2% | 11Q | SEC ↗ |
| 12 | SOFI WEALTH, LLC | 33,437 | 2M | +6,878 | +25.9% | 7Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC NEW | 31,894 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 29,483 | 2M | +2,446 | +9.0% | 5Q | SEC ↗ |
| 15 | Janney Montgomery Scott LLC | 28,435 | 2M | -184 | -0.6% | 12Q | SEC ↗ |
| 16 | Advisory Services Network, LLC | 26,312 | 2M | +5,284 | +25.1% | 2Q | SEC ↗ |
| 17 | Archer Investment Management, LLC | 25,705 | 1M | -2,303 | -8.2% | 3Q | SEC ↗ |
| 18 | ASSETMARK, INC | 24,517 | 1M | -228 | -0.9% | 12Q | SEC ↗ |
| 19 | Thrivent Financial for Lutherans | 24,223 | 1M | +307 | +1.3% | 4Q | SEC ↗ |
| 20 | Avise Financial Cooperative, Inc. | 21,741 | 1M | -1,681 | -7.2% | 3Q | SEC ↗ |
| 21 | GeoWealth Management, LLC | 18,452 | 1M | +2,330 | +14.5% | 8Q | SEC ↗ |
| 22 | One Wealth Advisors, LLC | 17,771 | 1M | -1,261 | -6.6% | 12Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 12,828 | 742K | -1,109 | -8.0% | 21Q | SEC ↗ |
| 24 | Horst & Graben Wealth Management LLC | 12,635 | 731K | -1,073 | -7.8% | 12Q | SEC ↗ |
| 25 | Steward Partners Investment Advisory, | 12,217 | 707K | +465 | +4.0% | 12Q | SEC ↗ |
| 26 | Equitable Holdings, Inc. | 12,125 | 702K | +57 | +0.5% | 12Q | SEC ↗ |
| 27 | Perigon Wealth Management, LLC | 11,527 | 667K | +372 | +3.3% | 8Q | SEC ↗ |
| 28 | Merit Financial Group, LLC | 11,448 | 662K | +540 | +5.0% | 6Q | SEC ↗ |
| 29 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,097 | 642K | -2,360 | -17.5% | 11Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 10,925 | 632K | -415 | -3.7% | 12Q | SEC ↗ |
| 31 | Sanctuary Advisors, LLC | 10,736 | 621K | +422 | +4.1% | 9Q | SEC ↗ |
| 32 | Sharkey, Howes & Javer | 10,709 | 620K | -1,081 | -9.2% | 12Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 10,605 | 614K | +1,581 | +17.5% | 12Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 10,311 | 597K | -502 | -4.6% | 12Q | SEC ↗ |
| 35 | OneDigital Investment Advisors LLC | 9,956 | 576K | -3,778 | -27.5% | 10Q | SEC ↗ |
| 36 | Orion Porfolio Solutions, LLC | 9,902 | 573K | +590 | +6.3% | 10Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 9,764 | 565K | +2,316 | +31.1% | 8Q | SEC ↗ |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,316 | 539K | -13,597 | -59.3% | 6Q | SEC ↗ |
| 39 | AE Wealth Management LLC | 9,288 | 537K | +344 | +3.8% | 11Q | SEC ↗ |
| 40 | Davis Wealth Advisors, LLC | 9,110 | 527K | -1,284 | -12.4% | 4Q | SEC ↗ |
| 41 | SigFig Wealth Management, LLC | 8,864 | 513K | -344 | -3.7% | 12Q | SEC ↗ |
| 42 | Vise Technologies, Inc. NEW | 8,451 | 489K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 7,427 | 430K | +514 | +7.4% | 12Q | SEC ↗ |
| 44 | Integrated Wealth Concepts LLC | 6,810 | 394K | -154 | -2.2% | 12Q | SEC ↗ |
| 45 | HighTower Advisors, LLC | 6,743 | 390K | +588 | +9.6% | 7Q | SEC ↗ |
| 46 | MGO ONE SEVEN LLC | 6,476 | 375K | -212 | -3.2% | 11Q | SEC ↗ |
| 47 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 6,366 | 368K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MA Private Wealth | 5,694 | 330K | -687 | -10.8% | 11Q | SEC ↗ |
| 49 | Concurrent Investment Advisors, LLC | 5,337 | 309K | +194 | +3.8% | 3Q | SEC ↗ |
| 50 | JANE STREET GROUP, LLC NEW | 4,939 | 286K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 31,894 | 2M |
| Vise Technologies, Inc. | 8,451 | 489K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 6,366 | 368K |
| JANE STREET GROUP, LLC | 4,939 | 286K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4,029 | 233K |
| Savvy Advisors, Inc. | 3,668 | 212K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,895 | 110K |
| Founders Financial Alliance, LLC | 524 | 30K |
| Global Retirement Partners, LLC | 451 | 26K |
| Continuum Advisory, LLC | 345 | 20K |
| Parallel Advisors, LLC | 182 | 11K |
| First Bancorp, Inc /ME | 144 | 8K |
| IFG Advisory, LLC | 139 | 8K |
| Commonwealth Retirement Investments | 137 | 8K |
| Buck Wealth Strategies, LLC | 132 | 8K |
| Timbuktu Capital Management, LLC | 97 | 6K |
| Arax Advisory Partners | 79 | 5K |
| JONES FINANCIAL COMPANIES LLLP | 36 | 2K |
| Portfolio Resources Advisor Group, | 22 | 1K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 36,868 | 2M |
| Gateway Wealth Partners, LLC | 6,201 | 359K |
| Investor's Fiduciary Advisor Networ | 6,093 | 353K |
| LifePlan Investment Advisors, Inc. | 4,140 | 240K |
| Keystone Financial Services | 3,725 | 216K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,164 | 67K |
| BESSEMER GROUP INC | 554 | 32K |
| FLAGSHIP HARBOR ADVISORS, LLC | 382 | 22K |
| Western Wealth Management, LLC | 230 | 13K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 205 | 12K |
| BANK OF AMERICA CORP /DE | 202 | 12K |
| Camelot Portfolios, LLC | 89 | 5K |
| MAI Capital Management | 64 | 4K |
| SageView Advisory Group, LLC | 17 | 1K |
| Raleigh Capital Management Inc. | 9 | 1K |
| Allworth Financial LP | 3 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +845,911 | +662.2% | 973,651 |
| CWM, LLC | +32,129 | +1409.2% | 34,409 |
| SOFI WEALTH, LLC | +6,878 | +25.9% | 33,437 |
| Advisory Services Network, LLC | +5,284 | +25.1% | 26,312 |
| ROYAL BANK OF CANADA | +4,974 | +16.3% | 35,413 |
| Cerity Partners LLC | +4,453 | +14.6% | 34,998 |
| MML INVESTORS SERVICES, LLC | +4,089 | +10.1% | 44,546 |
| RAYMOND JAMES FINANCIAL INC | +2,446 | +9.0% | 29,483 |
| GeoWealth Management, LLC | +2,330 | +14.5% | 18,452 |
| NewEdge Advisors, LLC | +2,316 | +31.1% | 9,764 |
| Ashton Thomas Private Wealth, LLC | +2,008 | +578.7% | 2,355 |
| LPL Financial LLC | +1,752 | +0.7% | 257,495 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,581 | +17.5% | 10,605 |
| Orion Porfolio Solutions, LLC | +590 | +6.3% | 9,902 |
| HighTower Advisors, LLC | +588 | +9.6% | 6,743 |
| Merit Financial Group, LLC | +540 | +5.0% | 11,448 |
| Farther Finance Advisors, LLC | +514 | +7.4% | 7,427 |
| Steward Partners Investment Advisor | +465 | +4.0% | 12,217 |
| Transamerica Financial Advisors, LL | +444 | +107.2% | 858 |
| Sanctuary Advisors, LLC | +422 | +4.1% | 10,736 |