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Disclosery

LCTU BLACKROCK ETF TRUST

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ISHA US AWAR ETF (fund)

185 managers (188 13F filers) reported a position in LCTU shares at 2025-06-30, 18,528,425 shares in all. 14 filers opened a position and 11 filers sold out during the quarter.

Managers
185
13F filers
188
New
14
Added
83
Reduced
64
Sold out
11
Shares held by filers
18,528,425

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding5,872,109$395M-105,440Timeline
Varma Mutual Pension Insurance Co4,814,000$324M2.39%013F-HRTimeline
UBS Group AGgroup of 2 filers holding1,794,421$121M-2,599Timeline
LPL Financial LLC1,110,937$74.7M0.02%+148,26013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO640,711$43.1M<0.01%-10,17813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC455,019$30.6M0.28%+9,06713F-HRTimelineGroup
Cetera Investment Advisers303,697$20.4M0.03%+14,69613F-HRTimeline
CWM, LLCin group CWM, LLC297,942$20M0.07%-2,26313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC259,660$17.5M0.05%-4,05613F-HRTimeline
One Wealth Advisors, LLC150,586$10.1M1.41%-37113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC122,685$8.25M0.02%+8,95713F-HRTimelineGroup
Janney Montgomery Scott LLC111,905$7.53M0.02%+23,83213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87,425$5.88M<0.01%+2,15313F-HR/ATimelineGroup
Advisory Services Network, LLC81,489$5.61M0.09%+68113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,234$5.41M0.01%+38,50313F-HR/ATimelineGroup
OneDigital Investment Advisors LLC74,002$4.98M0.06%-2,87813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…71,963$4.84M0.04%-2,26413F-HRTimelineGroup
Horst & Graben Wealth Management LLC71,468$4.81M0.8%-3,83913F-HRTimeline
Cambridge Investment Research Advisors,…66,290$4.46M0.01%+5,13513F-HRTimeline
Sharkey, Howes & Javer62,220$4.19M0.56%+1,22713F-HRTimeline
Integrated Wealth Concepts LLC61,158$4.11M0.04%+3,58713F-HRTimeline
Sanctuary Advisors, LLC59,950$4.03M0.02%-1,44313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.59,718$4.02M0.03%-37313F-HRTimelineGroup
GeoWealth Management, LLC59,403$4M0.16%+22,64813F-HRTimeline
SOFI WEALTH, LLC56,266$3.79M0.23%+22,72313F-HRTimeline
Steward Partners Investment Advisory, L…54,835$3.69M0.03%-2,65113F-HRTimeline
SigFig Wealth Management, LLC51,745$3.46M0.11%+2,02213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,535$3.2M<0.01%-1,04713F-HRTimeline
Perigon Wealth Management, LLC45,178$3.04M0.07%-7,90713F-HRTimeline
Davis Wealth Advisors, LLC44,295$2.98M3.16%-8,30113F-HRTimeline
MGO ONE SEVEN LLC43,121$2.9M0.09%+2,22213F-HRTimeline
Orion Porfolio Solutions, LLC40,393$2.72M0.02%+8,56213F-HR/ATimeline
Elios Financial Group Inc.38,239$2.57M1.17%-4,83813F-HRTimeline
NewEdge Advisors, LLC36,553$2.46M0.01%-9,55613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp36,339$2.44M<0.01%+1,01913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC35,986$2.42M<0.01%-1,16413F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…33,796$2.27M0.84%-15,12013F-HRTimeline
Merit Financial Group, LLC31,372$2.11M0.02%+10,58913F-HRTimeline
Austin Private Wealth, LLC31,251$2.1M0.17%+1,00013F-HRTimeline
MA Private Wealth30,152$2.03M0.36%013F-HRTimeline
WEALTH ALLIANCE, LLC29,844$2.01M0.22%-18813F-HRTimeline
RFG Advisory, LLC27,562$1.85M0.04%+6213F-HRTimeline
HighTower Advisors, LLC27,374$1.84M<0.01%-1,06713F-HRTimeline
World Investment Advisors26,538$1.79M0.04%-21013F-HRTimeline
Regal Investment Advisors LLC25,868$1.74M0.13%+8013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,626$1.66M0.01%+80813F-HRTimeline
Aptus Capital Advisors, LLC24,413$1.64M0.02%-12113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC22,542$1.52M0.03%+2,14213F-HRTimeline
Snowden Capital Advisors LLC22,450$1.51M0.04%-44813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,222$1.49M0.01%-60413F-HRTimeline
Farther Finance Advisors, LLC21,737$1.46M0.03%+3913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC19,773$1.33M0.62%+74913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,461$1.24M0.03%+33013F-HRTimelineGroup
Composition Wealth, LLC18,112$1.22M0.02%new13F-HRTimeline
Keystone Financial Services17,624$1.19M0.4%-1,18713F-HRTimeline
Maia Wealth LLC17,204$1.16M0.22%+43713F-HRTimeline
Atria Wealth Solutions, Inc.16,357$1.1M0.02%-92,54413F-HRTimeline
GTS SECURITIES LLC15,854$1.07M0.05%-5,03313F-HRTimeline
LifePlan Investment Advisors, Inc.15,758$1.06M0.53%+15013F-HRTimeline
DOHJ, LLC17,151$997K0.29%+58113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,816$997K0.05%+29913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding14,815$997K+16Timeline
THEORY FINANCIAL LLC14,194$978K0.37%+89913F-HRTimeline
Oregon Pacific Wealth Management, LLC13,497$908K0.86%-4813F-HRTimeline
First Horizon Advisors, Inc.12,923$869K0.02%+4,38613F-HRTimeline
EQ LLC12,587$847K0.33%+1,57413F-HRTimeline
Copperleaf Capital, LLC12,487$840K0.43%+6113F-HRTimeline
Atria Investments, Inc12,474$839K0.01%+1,97813F-HRTimeline
Mariner, LLCin group Mariner, LLC11,767$792K<0.01%+1,89213F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.11,575$779K0.26%+7213F-HRTimeline
CoreCap Advisors, LLC11,255$757K0.03%+19713F-HRTimeline
Strategic Blueprint, LLC11,222$755K0.04%-2,68313F-HRTimeline
Buttonwood Financial Group, LLC11,142$753K0.38%-1013F-HRTimeline
Sound View Wealth Advisors Group, LLC10,771$725K0.05%013F-HRTimeline
Venturi Wealth Management, LLC10,756$724K0.04%-21313F-HRTimeline
WEALTHGARDEN F.S. LLC10,466$721K0.6%-35613F-HRTimeline
West Wealth Group, LLC10,035$691K0.17%+9713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,202$686K0.03%-38513F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,785$685K0.03%-7,79013F-HRTimelineGroup
&PARTNERS9,509$647K<0.01%+5,55613F-HRTimeline
Tempus Wealth Planning, LLC9,450$636K0.16%+64813F-HRTimeline
WBH ADVISORY INC9,089$611K0.05%+30613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,040$608K<0.01%+1,97213F-HRTimelineGroup
Spectrum Planning & Advisory Services I…8,930$601K0.39%-54113F-HRTimeline
MBE Wealth Management, LLC8,922$600K0.26%+2513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,486$571K0.02%+36413F-HRTimelineGroup
Hoxton Planning & Management, LLC8,340$561K0.19%-1,57913F-HRTimeline
BEACON FINANCIAL GROUP8,207$552K0.06%-3413F-HRTimeline
Simplicity Wealth,LLC8,170$550K0.02%+3,22913F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,159$549K0.02%+9013F-HRTimeline
Trilogy Capital Inc.8,133$547K0.03%+1,81713F-HRTimeline
Bison Wealth, LLC8,068$543K0.04%+20213F-HRTimeline
Patriot Financial Group Insurance Agenc…8,051$542K0.06%-12813F-HRTimeline
Freedom Investment Management, Inc.8,029$540K0.04%+9013F-HRTimeline
Gen-Wealth Partners Inc7,951$535K0.21%-21213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,843$528K<0.01%013F-HRTimeline
CFS Investment Advisory Services, LLC7,454$501K0.04%+29413F-HRTimeline
JB Capital LLC7,283$490K0.02%+87313F-HRTimeline
Van Hulzen Asset Management, LLC7,019$472K0.04%013F-HRTimeline
Cypress Wealth Services, LLC6,911$465K0.08%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,875$462K0.01%+2,51013F-HRTimeline
Capital Asset Advisory Services LLC6,875$462K0.02%+2,51013F-HRTimeline
Talisman Wealth Advisors LLC6,809$458K0.42%+10813F-HRTimeline
HARBOUR INVESTMENTS, INC.6,565$442K0.01%-10513F-HRTimeline
My Legacy Advisors, LLC6,458$439K0.16%-1,10113F-HRTimeline
Savvy Advisors, Inc.6,164$415K0.03%-78713F-HRTimeline
Braun-Bostich & Associates Inc.6,087$409K0.28%+1013F-HRTimeline
Sovran Advisors, LLC6,054$409K0.04%-14213F-HRTimeline
Gateway Wealth Partners, LLC6,011$404K0.08%+6613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,882$396K0.03%+11413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,783$389K<0.01%-15,95313F-HRTimelineGroup
Centurion Wealth Management LLC5,680$382K0.11%+9813F-HRTimeline
WEDBUSH SECURITIES INC5,476$368K0.01%-17013F-HRTimeline
WRAPMANAGER INC5,465$368K0.09%-2,18313F-HRTimeline
Two West Capital Advisors LLC5,288$367K0.24%new13F-HRTimeline
Insight Wealth Strategies, LLC5,253$353K0.04%+11013F-HRTimeline
Valtinson Bruner Financial Planning LLC5,221$351K0.11%+33713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,212$351K0.29%new13F-HRTimeline
RCS Financial Planning, LLC5,082$342K0.17%+513F-HRTimeline
Focus Financial Network, Inc.4,862$327K0.01%+113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,865$327K<0.01%-109,92513F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,772$321K0.01%+27413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,735$319K<0.01%-22,16313F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.4,712$317K0.15%+18313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,682$315K0.01%-2713F-HRTimeline
Ally Invest Advisors Inc.4,629$311K0.02%-30313F-HRTimeline
Sterling Manor Financial, LLC4,559$307K0.2%+36113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,214$295K0.1%new13F-HRTimeline
Sovereign Financial Group, Inc.4,367$294K0.06%-1,92813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,305$290K0.01%+97813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,278$288K0.02%-8713F-HRTimeline
AE Wealth Management LLC4,251$286K<0.01%+22913F-HRTimeline
High Falls Advisors, Inc4,200$283K0.06%+7713F-HRTimeline
Ashton Thomas Private Wealth, LLC4,141$279K0.01%+513F-HRTimeline
Black Diamond Financial, LLC4,019$270K0.04%new13F-HRTimeline
COMERICA BANK4,010$270K<0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,940$265K0.02%+6213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,854$259K0.02%-58113F-HRTimeline
W.H. Cornerstone Investments Inc.3,820$257K0.16%+31313F-HRTimeline
Csenge Advisory Group3,976$255K0.01%+6413F-HRTimeline
IHT Wealth Management, LLC3,763$253K0.01%-4213F-HRTimeline
Meridian Wealth Management, LLC3,676$247K0.01%+2113F-HRTimeline
Emergent Wealth Advisors, LLC3,657$246K0.16%+1213F-HRTimeline
Golden State Wealth Management, LLC3,589$241K0.03%+3,11313F-HRTimeline
Goldstein Advisors, LLC3,572$240K0.03%+513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,398$229K0.02%-40513F-HR/ATimeline
BridgePort Financial Solutions, LLC3,388$228K0.08%+4913F-HRTimeline
MKT Advisors LLC3,390$228K0.09%new13F-HRTimeline
Perennial Investment Advisors, LLC3,307$222K0.02%new13F-HRTimeline
Vertex Planning Partners, LLC3,297$222K0.05%new13F-HRTimeline
Drucker Wealth 3.0, LLC3,211$218K0.04%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,230$217K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC3,204$216K0.01%13F-HRTimeline
Rossby Financial, LCC2,355$158K0.06%-54913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,094$141K<0.01%+3213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,569$106K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,486$100K<0.01%-11113F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,630$98.8K0.04%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,201$80.8K<0.01%-73613F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC1,043$70.2K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.834$56.1K0.07%13F-HRTimeline
WealthTrak Capital Management LLC816$54.9K0.05%013F-HRTimeline
WFA of San Diego, LLC762$51.3K0.04%13F-HRTimeline
Transce3nd, LLC746$50.2K0.02%+1513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…739$49.7K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.736$49.5K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC679$45.7K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC506$34K<0.01%+813F-HRTimeline
Physician Wealth Advisors, Inc.491$33K0.01%+1013F-HRTimeline
BARRETT & COMPANY, INC.445$29.9K0.01%013F-HRTimeline
Kilter Group LLC431$29K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.388$25.7K0.01%-14613F-HRTimeline
Milestone Investment Advisors LLC333$22.4K0.01%013F-HRTimeline
MAI Capital Management307$20.7K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management266$18K<0.01%013F-HRTimeline
Archer Investment Corp227$15.3K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN210$14.1K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC162$10.9K<0.01%013F-HRTimeline
Olistico Wealth, LLC155$10.4K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC136$9.15K<0.01%013F-HRTimeline
IFP Advisors, Inc80$5.41K<0.01%-2,08813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…65$4.37K<0.01%new13F-HRTimelineGroup
Financially Speaking Inc60$4.04K<0.01%-61213F-HRTimeline
Allworth Financial LP29$1.92K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.