iShares U.S. Thematic RotatiTHROETF
13F holders, Q2 2026 (June 30)496holders +21
54new positions
31sold out
3famous investors
$43.06avg. 13F price*
At the end of Q2 2026, 496 institutions reported holding iShares U.S. Thematic Rotati (THRO) in their 13F filings, up 21 from Q1 2026. 54 opened new positions and 31 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), LPL Financial LLC ($733.2M) and JPMorgan Chase & Co. ($349.8M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares U.S. Thematic Rotati
- Filed as
- BLACKROCK ETF TRUST (Q2 2026)
- CUSIP
- 09290C806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $56.0M |
| Exits | 31 | $10.6M |
All 13F filers, Q1 2026 → Q2 2026: 3,751,343 shares bought and 60,452,849 shares sold, net −56,701,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 496 holders
| Envestnet Asset Management Inc. | 0.38% | Reduce -32.5% | 37,167,783 | $1.6B |
| LPL Financial LLC | 0.16% | Reduce -23.7% | 17,008,019 | $733.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -28.6% | 8,208,264 | $349.8M |
| Morgan Stanley | 0.01% | Reduce -23.1% | 5,236,600 | $225.7M |
| BlackRock, Inc. | 0.00% | Reduce -61.4% | 4,794,919 | $206.7M |
| MML Investors Services, LLC | 0.33% | Reduce -16.9% | 3,705,278 | $159.7M |
| Park Avenue Securities LLC | 0.92% | Reduce -31.1% | 3,406,641 | $146.9M |
| Cetera Investment Advisers | 0.12% | Reduce -26.4% | 3,088,229 | $133.1M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Reduce -35.4% | 3,040,944 | $131.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.1% | 2,830,198 | $122.0M |
| NewEdge Advisors, LLC | 0.34% | Reduce -32.1% | 2,630,587 | $113.4M |
| Bank of America Corp. | 0.01% | Reduce -28.7% | 2,600,912 | $112.1M |
| Sofi Wealth, LLC | 4.18% | Add +4.6% | 2,412,030 | $104.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -21.5% | 2,367,879 | $102.1M |
| Foundations Investment Advisors, LLC | 0.79% | Reduce -3.8% | 1,781,807 | $76.8M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -37.5% | 1,711,316 | $73.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -35.6% | 1,679,335 | $72.4M |
| Merit Financial Group, LLC | 0.42% | Reduce -24.4% | 1,561,075 | $67.3M |
| Arax Advisory Partners | 0.44% | Add +36.4% | 1,541,826 | $66.5M |
| Sanctuary Advisors, LLC | 0.28% | Reduce -33.0% | 1,422,921 | $61.3M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -7.7% | 1,410,555 | $60.8M |
| JB Capital LLC | 1.77% | Reduce -37.4% | 1,183,232 | $51.0M |
| Vestmark Advisory Solutions, Inc. | 0.47% | Add +3.5% | 1,157,164 | $49.9M |
| Osaic Holdings, Inc. | 0.05% | Add +8.8% | 959,237 | $41.4M |
| Stratos Wealth Partners, LTD. | 0.37% | Add +1.3% | 851,774 | $36.7M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -19.6% | 833,460 | $35.9M |
| United Capital Financial Advisors, LLC | 0.20% | Reduce -34.6% | 823,625 | $35.5M |
| Advocacy Wealth Management, LLC | 1.17% | Reduce -38.6% | 747,703 | $32.2M |
| Stifel Financial Corp. | 0.03% | Reduce -32.1% | 720,421 | $31.1M |
| Goldstein Advisors, LLC | 2.62% | Reduce -25.8% | 665,525 | $28.7M |
| Vise Technologies, Inc. | 0.32% | Add +235.1% | 662,531 | $28.6M |
| Raymond James Financial Inc. | 0.01% | Add +7.1% | 642,030 | $27.7M |
| IHT Wealth Management, LLC | 0.59% | Add +22.6% | 641,857 | $27.7M |
| AE Wealth Management LLC | 0.12% | Reduce -29.9% | 583,385 | $25.1M |
| Ascent Group, LLC | 0.75% | Reduce -26.0% | 582,808 | $25.1M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -13.7% | 535,515 | $23.1M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 523,858 | $22.6M |
| Kestra Advisory Services, LLC | 0.07% | Add +14.1% | 505,404 | $21.8M |
| Atria Investments, Inc | 0.22% | Reduce -35.0% | 503,643 | $21.7M |
| Cerity Partners LLC | 0.03% | Reduce -34.3% | 499,935 | $21.6M |
| MA Private Wealth | 3.17% | Add +1.8% | 492,941 | $21.3M |
| Royal Bank of Canada | 0.00% | Reduce -26.4% | 490,920 | $21.2M |
| Icon Wealth Advisors, LLC | 1.22% | Reduce -30.1% | 470,283 | $20.3M |
| Private Advisor Group, LLC | 0.09% | Reduce -7.3% | 469,890 | $20.3M |
| Eq LLC | 4.83% | Add +7.0% | 455,898 | $19.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.95% | Reduce -29.3% | 445,384 | $19.2M |
| CreativeOne Wealth, LLC | 0.41% | Reduce -30.9% | 443,334 | $19.1M |
| Triad Wealth Partners, LLC | 1.12% | Reduce -12.1% | 438,771 | $19.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -29.2% | 428,248 | $18.5M |
| McMorgan & Co. LLC | 2.77% | Reduce -6.8% | 426,276 | $18.4M |
| Truist Financial Corp. | 0.02% | Reduce -35.0% | 407,476 | $17.6M |
| West Wealth Group, LLC | 2.64% | Reduce -20.6% | 373,988 | $16.1M |
| Sharkey, Howes & Javer | 1.94% | Reduce -28.0% | 372,847 | $16.1M |
| &partners | 0.06% | Add +27.3% | 360,825 | $15.6M |
| Mgo One Seven LLC | 0.25% | Reduce -27.8% | 348,109 | $15.0M |
| Scarborough Advisors, LLC | 1.60% | Reduce -33.3% | 327,282 | $14.0M |
| McKinley Carter Wealth Services, Inc. | 0.70% | Add +5.0% | 314,636 | $13.6M |
| Frisch Financial Group, Inc. | 2.13% | Reduce -0.8% | 288,023 | $12.4M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -28.3% | 287,247 | $12.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -26.7% | 283,349 | $12.2M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -22.9% | 282,158 | $12.2M |
| Stone House Investment Management, LLC | 1.61% | Reduce -32.4% | 280,833 | $12.1M |
| Security Financial Services, INC. | 1.59% | Reduce -25.2% | 266,440 | $11.5M |
| Equitable Holdings, Inc. | 0.07% | Reduce -20.1% | 265,591 | $11.4M |
| Kilter Group LLC | 4.11% | Add +11.5% | 262,956 | $11.3M |
| Wealth Alliance, LLC | 0.94% | Reduce -22.9% | 261,673 | $11.3M |
| Horst & Graben Wealth Management LLC | 1.47% | Reduce -33.7% | 261,595 | $11.2M |
| Embree Financial Group | 1.06% | Reduce -28.2% | 245,975 | $10.6M |
| Shepherd Financial Partners LLC | 0.87% | Reduce -33.5% | 244,960 | $10.6M |
| CFS Investment Advisory Services, LLC | 0.68% | Reduce -38.5% | 240,273 | $10.2M |
| One Wealth Advisors, LLC | 1.12% | Reduce -30.4% | 235,003 | $10.1M |
| Menora Mivtachim Holdings LTD. | 0.04% | No change | 233,562 | $10.1M |
| KWB Wealth | 0.84% | Reduce -38.8% | 227,816 | $9.8M |
| Kelly Financial Services LLC | 2.10% | Reduce -24.0% | 227,677 | $9.8M |
| SteelPeak Wealth, LLC | 0.25% | Reduce -38.4% | 224,059 | $9.7M |
| Strategic Blueprint, LLC | 0.47% | Reduce -24.7% | 218,310 | $9.4M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +6.1% | 215,388 | $9.3M |
| PAX Financial Group, LLC | 1.34% | Reduce -31.5% | 209,686 | $9.0M |
| Physician Wealth Advisors, Inc. | 1.04% | Reduce -36.1% | 201,376 | $8.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.87% | Reduce -31.2% | 198,612 | $8.6M |
| Integrity Alliance, Llc. | 0.27% | Reduce -40.4% | 198,520 | $8.6M |
| Trek Financial, LLC | 0.42% | Reduce -29.6% | 194,558 | $8.4M |
| Liberty Wealth Management LLC | 1.04% | No change | 228,895 | $8.3M |
| Landing Point Financial Group, LLC | 2.79% | New | 190,240 | $8.2M |
| Keystone Financial Services | 1.98% | Reduce -35.8% | 178,833 | $7.7M |
| Global Retirement Partners, LLC | 0.12% | — | 174,949 | $7.5M |
| Cypress Wealth Services, LLC | 0.92% | Reduce -28.6% | 174,175 | $7.5M |
| Beacon Financial Group | 0.67% | Reduce -27.0% | 169,820 | $7.3M |
| Stonebrook Private Inc. | 1.33% | Reduce -37.1% | 168,840 | $7.3M |
| Tsfg, LLC | 0.91% | Reduce -23.7% | 167,713 | $7.2M |
| UBS Group AG | 0.00% | Add +16.9% | 166,472 | $7.2M |
| Golden State Wealth Management, LLC | 0.64% | Add +260.5% | 161,956 | $7.0M |
| Keystone Financial Group | 0.41% | Reduce -32.5% | 160,264 | $6.9M |
| Swmg, LLC | 1.61% | Reduce -31.6% | 158,534 | $6.8M |
| Sovran Advisors, LLC | 0.51% | Reduce -16.6% | 162,061 | $6.8M |
| ShoreHaven Wealth Partners, LLC | 2.14% | Reduce -28.1% | 157,950 | $6.8M |
| Claro Advisors Inc. | 0.71% | Reduce -17.7% | 156,963 | $6.8M |
| Diversify Advisory Services, LLC | 0.11% | New | 158,939 | $6.7M |
| Diversify Wealth Management, LLC | 0.11% | Reduce -26.6% | 158,939 | $6.7M |
| Tidemark, LLC | 1.48% | Reduce -32.7% | 152,902 | $6.6M |
"% of holder's portfolio" is THRO's weight in each manager's 13F, not the share of iShares U.S. Thematic Rotati the manager owns.