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Disclosery

LCTU BLACKROCK ETF TRUST

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ISHA US AWAR ETF (fund)

178 managers (181 13F filers) reported a position in LCTU shares at 2024-12-31, 19,774,727 shares in all. 18 filers opened a position and 19 filers sold out during the quarter.

Managers
178
13F filers
181
New
18
Added
59
Reduced
74
Sold out
19
Shares held by filers
19,774,727

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,337,521$406M-197,227Timeline
Varma Mutual Pension Insurance Co4,814,000$308M2.34%013F-HRTimeline
UBS Group AGgroup of 2 filers holding1,794,828$115M-1,288Timeline
LPL Financial LLC907,094$58.1M0.02%+394,79213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO647,020$41.4M<0.01%+43,76813F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO637,908$40.9M0.44%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC444,144$28.4M0.29%+5,02313F-HRTimelineGroup
CWM, LLCin group CWM, LLC323,217$20.7M0.09%-91,57913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC260,620$16.7M0.06%-16,95113F-HRTimeline
Cetera Investment Advisers255,663$16.4M0.03%-4,20213F-HRTimeline
Financially Speaking Inc252,676$16.2M10.99%13F-HRTimeline
One Wealth Advisors, LLC161,251$10.3M1.53%-8,17613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…121,813$7.95M0.02%+2,53213F-HRTimelineGroup
Atria Wealth Solutions, Inc.114,968$7.36M0.08%-15,53713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC113,092$7.24M0.02%+13,10413F-HRTimelineGroup
Advisory Services Network, LLC94,060$6.02M0.11%-3,14913F-HRTimeline
Janney Montgomery Scott LLC87,418$5.6M0.02%+65413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA85,577$5.48M<0.01%+1,94413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…83,264$5.33M0.05%-2,06613F-HRTimelineGroup
Horst & Graben Wealth Management LLC80,674$5.17M0.92%+1,14313F-HRTimeline
OneDigital Investment Advisors LLC79,032$5.06M0.06%-6,60313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,359$4.38M0.01%-1,39313F-HR/ATimelineGroup
Sharkey, Howes & Javer63,844$4.09M0.57%-1,16713F-HRTimeline
Sanctuary Advisors, LLC60,444$4.01M0.03%-2,41713F-HRTimeline
Cambridge Investment Research Advisors,…62,279$3.99M0.01%-2,65313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.60,387$3.87M0.04%-3,03913F-HRTimelineGroup
Steward Partners Investment Advisory, L…58,698$3.76M0.03%+2,89413F-HRTimeline
Integrated Wealth Concepts LLC57,381$3.68M0.04%-35,43513F-HRTimeline
Davis Wealth Advisors, LLC55,944$3.58M3.94%13F-HRTimeline
NewEdge Advisors, LLC52,919$3.39M0.02%+36,28513F-HRTimeline
SigFig Wealth Management, LLC51,049$3.28M0.12%+75113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,930$3.13M<0.01%+3,79113F-HRTimeline
Investor's Fiduciary Advisor Network, L…46,880$3M1.15%13F-HRTimeline
Elios Financial Group Inc.43,212$2.77M1.31%-3,46713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC42,685$2.73M0.01%-2,33513F-HRTimelineGroup
MGO ONE SEVEN LLC41,304$2.65M0.1%-8413F-HRTimeline
Perigon Wealth Management, LLC40,567$2.63M0.06%+7,02813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp34,691$2.22M<0.01%-6,35513F-HRTimelineGroup
WEALTH ALLIANCE, LLC31,194$2M0.24%-1,16813F-HRTimeline
Austin Private Wealth, LLC30,910$1.98M0.19%+4213F-HRTimeline
MA Private Wealth30,152$1.93M0.36%-14813F-HRTimeline
Orion Porfolio Solutions, LLC30,043$1.92M0.02%+1,26613F-HRTimeline
Orion Portfolio Solutions, LLC30,043$1.92M0.02%+1,26613F-HRTimeline
HighTower Advisors, LLC29,872$1.91M<0.01%+4,00213F-HRTimeline
TOWNSQUARE CAPITAL LLC29,348$1.88M0.02%+7,83113F-HRTimeline
Maiden Cove Capital, LLC25,228$1.62M1.51%+10,58213F-HRTimeline
Aptus Capital Advisors, LLC25,129$1.61M0.02%-9,11113F-HRTimeline
Regal Investment Advisors LLC24,530$1.57M0.12%+17213F-HRTimeline
World Investment Advisors23,565$1.51M0.04%+1,35613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …23,513$1.49M0.08%-10,94513F-HRTimelineGroup
Snowden Capital Advisors LLC23,167$1.48M0.05%+1,08513F-HRTimeline
RFG Advisory, LLC22,832$1.46M0.04%+8,40813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.20,880$1.34M0.01%-3,25013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,804$1.33M0.04%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,790$1.33M0.01%new13F-HRTimeline
Keystone Financial Services19,008$1.22M0.47%+613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC18,546$1.19M0.6%13F-HRTimeline
Maia Wealth LLC17,883$1.17M0.25%+1,06813F-HRTimeline
GeoWealth Management, LLC17,583$1.13M0.04%+16,52613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,765$1.07M0.06%-63013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…16,043$1.06M0.06%+86713F-HRTimeline
DOHJ, LLC16,276$1.04M0.24%+31213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,205$1.04M0.03%+1,56113F-HRTimelineGroup
Strategic Blueprint, LLC14,121$904K0.05%-4,35013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding13,662$875K+611Timeline
THEORY FINANCIAL LLC13,595$871K0.36%+7,34613F-HRTimeline
LifePlan Investment Advisors, Inc.13,531$867K0.54%+3,34113F-HRTimeline
Oregon Pacific Wealth Management, LLC13,482$864K0.85%13F-HRTimeline
Farther Finance Advisors, LLC13,410$859K0.03%+1,28913F-HRTimeline
Sound View Wealth Advisors Group, LLC13,117$840K0.07%+10713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.13,024$834K0.04%-1,82013F-HRTimelineGroup
West Wealth Group, LLC12,696$813K0.24%+1,12513F-HRTimeline
Venturi Wealth Management, LLC12,128$777K0.04%-10913F-HRTimeline
Copperleaf Capital, LLC12,087$774K0.49%-2,62313F-HRTimeline
Buttonwood Financial Group, LLC11,118$738K0.41%-88713F-HRTimeline
Atria Investments, Inc10,556$676K0.01%-3,49613F-HRTimeline
WEALTHGARDEN F.S. LLC10,413$667K0.62%+78013F-HRTimeline
CoreCap Advisors, LLC10,327$661K0.03%+15413F-HRTimeline
EQ LLC9,953$637K0.3%+21613F-HRTimeline
Lifelong Wealth Advisors, Inc.9,525$610K0.27%13F-HRTimeline
First Horizon Advisors, Inc.9,266$594K0.02%-3,17913F-HRTimeline
WBH ADVISORY INC8,967$574K0.05%+35213F-HRTimeline
Bison Wealth, LLC8,747$560K0.07%13F-HRTimeline
Patriot Financial Group Insurance Agenc…8,514$545K0.07%-1,81313F-HRTimeline
Gen-Wealth Partners Inc8,452$541K0.23%-1,02113F-HRTimeline
Mariner, LLCin group Mariner, LLC8,250$528K<0.01%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP8,245$528K0.06%-1513F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,207$526K0.02%-21813F-HRTimeline
Spectrum Planning & Advisory Services I…8,205$526K0.46%-1,45513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,997$512K<0.01%13F-HR/ATimelineGroup
Savvy Advisors, Inc.7,876$504K0.06%-64613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,843$502K<0.01%new13F-HRTimeline
Tempus Wealth Planning, LLC7,733$495K0.15%+1,56213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,685$492K0.04%-1,61113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC7,623$488K0.02%+1,28413F-HRTimelineGroup
My Legacy Advisors, LLC7,503$486K0.19%-66013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,337$470K<0.01%-42,36513F-HRTimelineGroup
CFS Investment Advisory Services, LLC7,226$463K0.04%-3713F-HRTimeline
Van Hulzen Asset Management, LLC7,019$450K0.03%013F-HRTimeline
JB Capital LLC6,939$444K0.02%+1,37613F-HRTimeline
HARBOUR INVESTMENTS, INC.6,677$428K0.01%-23613F-HRTimeline
Ally Invest Advisors Inc.6,561$420K0.04%+1,71313F-HRTimeline
Braun-Bostich & Associates Inc.6,319$405K0.29%-20613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,193$397K0.03%+3,00513F-HRTimelineGroup
Sovereign Financial Group, Inc.5,901$378K0.09%new13F-HRTimeline
Claro Advisors Inc.5,844$374K0.05%+1013F-HRTimeline
Talisman Wealth Advisors LLC5,745$368K0.39%+59713F-HRTimeline
WEDBUSH SECURITIES INC5,680$364K0.01%-43213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,588$358K0.01%-1,35313F-HRTimelineGroup
Centurion Wealth Management LLC5,582$358K0.11%-1,03213F-HRTimeline
Hoxton Planning & Management, LLC5,511$353K0.13%-42013F-HRTimeline
Valtinson Bruner Financial Planning LLC5,458$350K0.12%new13F-HRTimeline
AE Wealth Management LLC5,326$341K<0.01%-1,34613F-HRTimeline
Trilogy Capital Inc.5,274$338K0.02%+58413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,208$334K<0.01%new13F-HR/ATimeline
Insight Wealth Strategies, LLC5,207$334K0.04%+1713F-HRTimeline
Emergent Wealth Advisors, LLC5,083$326K0.24%-9013F-HRTimeline
RCS Financial Planning, LLC4,996$320K0.17%-7813F-HRTimeline
Gateway Wealth Partners, LLC4,988$319K0.08%-1,36713F-HRTimeline
Freedom Investment Management, Inc.4,983$319K0.03%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,983$319K0.01%-1,25213F-HRTimeline
Focus Financial Network, Inc.4,853$311K0.01%+3113F-HRTimeline
Golden State Wealth Management, LLC4,659$298K0.04%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,535$290K0.02%-71713F-HRTimeline
Capital Asset Advisory Services LLC4,446$288K0.01%-13913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,466$286K0.27%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,446$285K0.01%+38913F-HRTimeline
SOFI WEALTH, LLC4,439$284K0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC4,271$274K0.02%+29513F-HRTimeline
Ashton Thomas Private Wealth, LLC4,212$270K0.01%new13F-HRTimeline
IHT Wealth Management, LLC4,192$269K0.01%+29713F-HRTimeline
High Falls Advisors, Inc4,125$264K0.06%-12013F-HRTimeline
Merit Financial Group, LLC4,095$262K<0.01%new13F-HRTimeline
Sterling Manor Financial, LLC4,016$257K0.18%013F-HRTimeline
Sovran Advisors, LLC3,999$254K0.04%13F-HRTimeline
Meridian Wealth Management, LLC3,925$251K0.01%013F-HRTimeline
COMERICA BANK3,916$251K<0.01%-38013F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC3,898$250K0.02%-2,55113F-HRTimeline
Csenge Advisory Group3,867$248K0.01%-2313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,849$247K0.02%-9,19913F-HR/ATimeline
Vertex Planning Partners, LLC3,632$233K0.05%+413F-HRTimeline
W.H. Cornerstone Investments Inc.3,608$231K0.15%+3513F-HRTimeline
Goldstein Advisors, LLC3,556$228K0.03%-11113F-HRTimeline
BridgePort Financial Solutions, LLC3,339$213K0.1%13F-HRTimeline
Perennial Investment Advisors, LLC3,258$209K0.02%new13F-HRTimeline
Drucker Wealth 3.0, LLC3,126$200K0.05%new13F-HR/ATimeline
Continuum Advisory, LLC2,411$154K0.02%-23713F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,330$149K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,062$132K<0.01%-4913F-HRTimelineGroup
Global Retirement Partners, LLC1,784$114K<0.01%-3613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,748$112K<0.01%+36113F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,648$106K0.03%-29413F-HRTimeline
WealthShield Partners, LLC1,611$103K0.01%-613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,043$66.8K0.01%new13F-HRTimeline
ORG Partners LLC1,043$66.8K0.01%-3613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…868$55.6K<0.01%+12913F-HRTimelineGroup
WealthTrak Capital Management LLC816$52.3K0.04%13F-HRTimeline
Capital A Wealth Management, LLC815$52.2K0.09%13F-HRTimeline
Transce3nd, LLC770$49.3K0.02%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC679$43.5K<0.01%-3213F-HRTimelineGroup
Atlatl Advisers LLC670$42.9K0.03%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY526$33.7K<0.01%-65413F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.487$31.2K0.01%-3,29013F-HRTimeline
Global Financial Private Client, LLC458$29.3K0.01%-1013F-HRTimeline
BARRETT & COMPANY, INC.445$28.5K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.389$25.6K0.01%13F-HRTimeline
Milestone Investment Advisors LLC333$21.3K0.01%013F-HRTimeline
MAI Capital Management307$19.7K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management266$17K<0.01%new13F-HRTimeline
Archer Investment Corp227$14.5K<0.01%013F-HRTimeline
MATHER GROUP, LLC.197$12.6K<0.01%+3513F-HRTimeline
Sugarloaf Wealth Management, LLC178$11.4K<0.01%-4,60213F-HRTimeline
Clearstead Advisors, LLC162$10.4K<0.01%new13F-HRTimeline
Parallel Advisors, LLC160$10.2K<0.01%new13F-HRTimeline
PSI Advisors, LLC141$9.02K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC136$8.71K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC48$3.07K<0.01%013F-HRTimeline
Allworth Financial LP33$2.15K<0.01%+113F-HRTimeline