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Disclosery

LCTU BLACKROCK ETF TRUST

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ISHA US AWAR ETF (fund)

179 managers (182 13F filers) reported a position in LCTU shares at 2025-03-31, 18,673,252 shares in all. 16 filers opened a position and 11 filers sold out during the quarter.

Managers
179
13F filers
182
New
16
Added
63
Reduced
84
Sold out
11
Shares held by filers
18,673,252

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding5,977,549$362M-359,972Timeline
Varma Mutual Pension Insurance Co4,814,000$292M2.51%013F-HRTimeline
UBS Group AGgroup of 2 filers holding1,797,020$109M+2,192Timeline
LPL Financial LLC962,677$58.3M0.02%+55,58313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO650,889$39.4M<0.01%+3,86913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC445,952$27M0.33%+1,80813F-HRTimelineGroup
CWM, LLCin group CWM, LLC300,205$18.2M0.07%-23,01213F-HRTimelineGroup
Cetera Investment Advisers289,001$17.5M0.03%+33,33813F-HRTimeline
MML INVESTORS SERVICES, LLC263,716$16M0.05%+3,09613F-HRTimeline
One Wealth Advisors, LLC150,957$9.15M1.37%-10,29413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…114,790$7.5M0.02%-7,02313F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC113,728$6.89M0.02%+63613F-HRTimelineGroup
Atria Wealth Solutions, Inc.108,901$6.6M0.08%-6,06713F-HRTimeline
Janney Montgomery Scott LLC88,073$5.34M0.02%+65513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA85,272$5.17M<0.01%-30513F-HR/ATimelineGroup
Advisory Services Network, LLC80,808$4.9M0.09%-13,25213F-HRTimeline
OneDigital Investment Advisors LLC76,880$4.66M0.06%-2,15213F-HRTimeline
Horst & Graben Wealth Management LLC75,307$4.56M0.82%-5,36713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…74,227$4.5M0.04%-9,03713F-HRTimelineGroup
Sanctuary Advisors, LLC61,393$3.72M0.03%+94913F-HRTimeline
Cambridge Investment Research Advisors,…61,155$3.71M0.01%-1,12413F-HRTimeline
Sharkey, Howes & Javer60,993$3.7M0.53%-2,85113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.60,091$3.64M0.03%-29613F-HRTimelineGroup
Integrated Wealth Concepts LLC57,571$3.49M0.04%+19013F-HRTimeline
Steward Partners Investment Advisory, L…57,486$3.48M0.03%-1,21213F-HRTimeline
Perigon Wealth Management, LLC53,085$3.22M0.08%+12,51813F-HRTimeline
Davis Wealth Advisors, LLC52,596$3.19M3.6%-3,34813F-HRTimeline
SigFig Wealth Management, LLC49,723$3M0.11%-1,32613F-HRTimeline
Investor's Fiduciary Advisor Network, L…48,916$2.96M1.4%+2,03613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,582$2.94M<0.01%-34813F-HRTimeline
NewEdge Advisors, LLC46,109$2.79M0.02%-6,81013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,731$2.65M0.01%-24,62813F-HRTimelineGroup
Elios Financial Group Inc.43,077$2.61M1.29%-13513F-HRTimeline
MGO ONE SEVEN LLC40,899$2.48M0.1%-40513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC37,150$2.25M<0.01%-5,53513F-HRTimelineGroup
GeoWealth Management, LLC36,755$2.23M0.09%+19,17213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp35,320$2.14M<0.01%+62913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,908$2.12M<0.01%new13F-HRTimelineGroup
SOFI WEALTH, LLC33,543$2.03M0.15%+29,10413F-HRTimeline
Orion Porfolio Solutions, LLC31,831$1.93M0.02%+1,78813F-HRTimeline
Orion Portfolio Solutions, LLC31,831$1.93M0.02%+1,78813F-HR/ATimeline
Austin Private Wealth, LLC30,251$1.83M0.16%-65913F-HRTimeline
MA Private Wealth30,152$1.83M0.34%013F-HRTimeline
WEALTH ALLIANCE, LLC30,032$1.82M0.22%-1,16213F-HRTimeline
HighTower Advisors, LLC28,441$1.72M<0.01%-1,43113F-HRTimeline
RFG Advisory, LLC27,500$1.67M0.05%+4,66813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,898$1.63M<0.01%+19,56113F-HR/ATimelineGroup
World Investment Advisors26,748$1.62M0.04%+3,18313F-HRTimeline
Regal Investment Advisors LLC25,788$1.56M0.13%+1,25813F-HRTimeline
TOWNSQUARE CAPITAL LLC25,493$1.55M0.02%-3,85513F-HRTimeline
Aptus Capital Advisors, LLC24,534$1.49M0.02%-59513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,818$1.44M0.01%+2,93813F-HRTimeline
Snowden Capital Advisors LLC22,898$1.39M0.04%-26913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,826$1.38M0.01%+2,03613F-HRTimeline
Farther Finance Advisors, LLC21,698$1.32M0.03%+8,28813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,736$1.32M<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC20,887$1.27M0.05%new13F-HRTimeline
Merit Financial Group, LLC20,783$1.26M0.02%+16,68813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,400$1.24M0.03%-40413F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC19,024$1.15M0.62%+47813F-HRTimeline
Keystone Financial Services18,811$1.14M0.43%-19713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,131$1.1M0.03%+1,92613F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,575$1.06M0.07%-5,93813F-HRTimelineGroup
DOHJ, LLC16,570$1M0.23%+29413F-HRTimeline
Maia Wealth LLC16,767$976K0.22%-1,11613F-HRTimeline
LifePlan Investment Advisors, Inc.15,608$946K0.54%+2,07713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,799$897K+1,137Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,517$880K0.05%-2,24813F-HRTimelineGroup
Strategic Blueprint, LLC13,905$843K0.05%-21613F-HRTimeline
Oregon Pacific Wealth Management, LLC13,545$821K0.82%+6313F-HRTimeline
THEORY FINANCIAL LLC13,295$806K0.34%-30013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,156$797K<0.01%new13F-HR/ATimelineGroup
Copperleaf Capital, LLC12,426$753K0.45%+33913F-HRTimeline
Lifelong Wealth Advisors, Inc.11,503$697K0.33%+1,97813F-HRTimeline
CoreCap Advisors, LLC11,058$670K0.03%+73113F-HRTimeline
EQ LLC11,013$667K0.31%+1,06013F-HRTimeline
Venturi Wealth Management, LLC10,969$665K0.03%-1,15913F-HRTimeline
WEALTHGARDEN F.S. LLC10,822$656K0.63%+40913F-HRTimeline
Sound View Wealth Advisors Group, LLC10,771$653K0.05%-2,34613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,587$642K0.03%+2,90213F-HRTimelineGroup
Atria Investments, Inc10,496$636K0.01%-6013F-HRTimeline
Buttonwood Financial Group, LLC11,152$634K0.37%+3413F-HRTimeline
West Wealth Group, LLC9,938$605K0.18%-2,75813F-HRTimeline
Hoxton Planning & Management, LLC9,919$601K0.23%+4,40813F-HRTimeline
Mariner, LLCin group Mariner, LLC9,875$598K<0.01%+1,62513F-HRTimelineGroup
Spectrum Planning & Advisory Services I…9,471$574K0.48%+1,26613F-HRTimeline
MBE Wealth Management, LLC8,897$539K0.26%new13F-HRTimeline
Tempus Wealth Planning, LLC8,802$533K0.16%+1,06913F-HRTimeline
WBH ADVISORY INC8,783$532K0.05%-18413F-HRTimeline
First Horizon Advisors, Inc.8,537$517K0.01%-72913F-HRTimeline
BEACON FINANCIAL GROUP8,241$499K0.05%-413F-HRTimeline
Patriot Financial Group Insurance Agenc…8,179$496K0.07%-33513F-HRTimeline
Gen-Wealth Partners Inc8,163$495K0.21%-28913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,122$492K0.02%+49913F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC8,069$489K0.01%-13813F-HRTimeline
Freedom Investment Management, Inc.7,939$481K0.04%+2,95613F-HRTimeline
Bison Wealth, LLC7,866$477K0.04%-88113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,843$475K<0.01%013F-HRTimeline
WRAPMANAGER INC7,648$464K0.12%new13F-HRTimeline
My Legacy Advisors, LLC7,559$458K0.18%+5613F-HRTimeline
CFS Investment Advisory Services, LLC7,160$434K0.04%-6613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,068$428K<0.01%-92913F-HRTimelineGroup
Van Hulzen Asset Management, LLC7,019$425K0.04%013F-HRTimeline
Savvy Advisors, Inc.6,951$421K0.04%-92513F-HRTimeline
Talisman Wealth Advisors LLC6,701$406K0.42%+95613F-HRTimeline
HARBOUR INVESTMENTS, INC.6,670$404K0.01%-713F-HRTimeline
JB Capital LLC6,410$389K0.02%-52913F-HRTimeline
Trilogy Capital Inc.6,316$383K0.02%+1,04213F-HRTimeline
Sovereign Financial Group, Inc.6,295$382K0.09%+39413F-HRTimeline
Braun-Bostich & Associates Inc.6,077$368K0.27%-24213F-HRTimeline
Gateway Wealth Partners, LLC5,945$360K0.08%+95713F-HRTimeline
Centurion Wealth Management LLC5,582$358K0.11%013F-HRTimeline
Sovran Advisors, LLC6,196$354K0.05%+2,19713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,768$350K0.02%-42513F-HRTimelineGroup
WEDBUSH SECURITIES INC5,646$342K0.01%-3413F-HRTimeline
&PARTNERS3,953$335K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC5,445$330K0.01%new13F-HRTimeline
Claro Advisors Inc.5,331$323K0.04%-51313F-HRTimeline
Insight Wealth Strategies, LLC5,143$312K0.04%-6413F-HRTimeline
RCS Financial Planning, LLC5,077$308K0.16%+8113F-HRTimeline
Simplicity Wealth,LLC4,941$299K0.02%new13F-HRTimeline
Ally Invest Advisors Inc.4,932$299K0.03%-1,62913F-HRTimeline
Valtinson Bruner Financial Planning LLC4,884$296K0.1%-57413F-HRTimeline
Focus Financial Network, Inc.4,861$295K0.01%+813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,709$285K0.01%-27413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,529$274K0.15%+6313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,498$273K0.01%-1,09013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV4,435$269K0.02%-10013F-HRTimeline
Capital Asset Advisory Services LLC4,365$268K0.01%-8113F-HRTimeline
JFS WEALTH ADVISORS, LLC4,365$265K0.02%+9413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,365$265K0.01%-8113F-HRTimeline
Sterling Manor Financial, LLC4,198$254K0.18%+18213F-HRTimeline
Ashton Thomas Private Wealth, LLC4,136$251K0.01%-7613F-HRTimeline
High Falls Advisors, Inc4,123$250K0.06%-213F-HRTimeline
AE Wealth Management LLC4,022$244K<0.01%-1,30413F-HRTimeline
COMERICA BANK4,010$243K<0.01%+9413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,878$235K0.02%-2013F-HRTimeline
IHT Wealth Management, LLC3,805$231K0.01%-38713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,803$230K0.02%-4613F-HR/ATimeline
Csenge Advisory Group3,912$223K0.01%+4513F-HRTimeline
Meridian Wealth Management, LLC3,655$222K0.01%-27013F-HRTimeline
Emergent Wealth Advisors, LLC3,645$221K0.16%-1,43813F-HRTimeline
Goldstein Advisors, LLC3,567$216K0.03%+1113F-HRTimeline
W.H. Cornerstone Investments Inc.3,507$213K0.15%-10113F-HRTimeline
BridgePort Financial Solutions, LLC3,339$202K0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,327$202K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC2,904$174K0.07%new13F-HRTimeline
Continuum Advisory, LLC2,283$138K0.02%-12813F-HRTimeline
IFP Advisors, Inc2,168$131K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,062$125K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,937$117K<0.01%+1,41113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,597$96.8K<0.01%-15113F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,569$95.1K<0.01%-76113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,043$63.2K0.01%013F-HRTimeline
WealthTrak Capital Management LLC816$49.5K0.04%013F-HRTimeline
Capital A Wealth Management, LLC815$49.4K0.05%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…739$44.8K<0.01%-12913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.736$44.6K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC731$44.3K0.02%-3913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC679$43.5K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC715$41.6K0.01%new13F-HRTimeline
Financially Speaking Inc672$40.7K0.03%-252,00413F-HRTimeline
AMERIFLEX GROUP, INC.534$32.3K0.01%+14513F-HRTimeline
WealthShield Partners, LLC498$30.2K<0.01%-1,11313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC487$29.5K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.481$29.2K0.01%-613F-HRTimeline
Golden State Wealth Management, LLC476$28.8K<0.01%-4,18313F-HR/ATimeline
Global Financial Private Client, LLC462$28K0.01%+413F-HRTimeline
BARRETT & COMPANY, INC.445$27K0.01%013F-HRTimeline
Milestone Investment Advisors LLC333$20.2K0.01%013F-HRTimeline
MAI Capital Management307$18.6K<0.01%013F-HRTimeline
MATHER GROUP, LLC.293$17.8K<0.01%+9613F-HRTimeline
Hanson & Doremus Investment Management266$16K<0.01%013F-HRTimeline
Archer Investment Corp227$13.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC162$9.82K<0.01%013F-HRTimeline
Olistico Wealth, LLC155$9.39K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC136$8.24K<0.01%013F-HRTimeline
Allworth Financial LP29$1.7K<0.01%-413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-16,04313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.