iShares U.S. Thematic RotatiTHROETF

13F holders, Q1 2025 (March 31)
125holders +119
118new positions
0sold out
$31.68avg. 13F price*

At the end of Q1 2025, 125 institutions reported holding iShares U.S. Thematic Rotati (THRO) in their 13F filings, up 119 from Q4 2024. 118 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($123.8M), JPMorgan Chase & Co. ($93.0M) and LPL Financial LLC ($54.2M).

Company
iShares U.S. Thematic Rotati
Filed as
BLACKROCK ETF TRUST (Q1 2025)
CUSIP
09290C806
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 3Q1 2024Q2 2024: 5Q2 2024Q3 2024: 7Q3 2024Q4 2024: 6Q4 2024Q1 2025: 125Q1 2025Q2 2025: 334Q2 2025Q3 2025: 373Q3 2025Q4 2025: 451Q4 2025Q1 2026: 475Q1 2026Q2 2026: 496Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions118$510.6M
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 16,414,438 shares bought and 39,766 shares sold, net +16,374,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 125 holders

Envestnet Asset Management Inc. 0.04% New 3,906,729 $123.8M
JPMorgan Chase & Co. 0.01% New 2,934,864 $93.0M
LPL Financial LLC 0.02% New 1,709,073 $54.2M
Cwm, LLC 0.09% New 702,818 $22.3M
McMorgan & Co. LLC 2.99% New 590,440 $18.7M
Advocacy Wealth Management, LLC 1.12% New 520,970 $16.5M
Integrated Wealth Concepts LLC 0.16% New 431,405 $13.7M
MML Investors Services, LLC 0.04% New 405,725 $12.9M
Scarborough Advisors, LLC 1.46% New 322,624 $10.2M
Envestnet Portfolio Solutions, Inc. 0.03% New 288,160 $9.1M
Sanctuary Advisors, LLC 0.05% New 243,330 $7.7M
NewEdge Advisors, LLC 0.04% New 234,645 $7.4M
Morgan Stanley 0.00% Add +21470500.0% 214,706 $6.8M
Cetera Investment Advisers 0.01% New 192,720 $6.1M
AE Wealth Management LLC 0.05% New 188,408 $6.0M
ShoreHaven Wealth Partners, LLC 2.80% New 184,451 $5.8M
Foundations Investment Advisors, LLC 0.11% New 180,022 $5.7M
KM Capital Management Ltd. 2.97% New 173,837 $5.5M
Commonwealth Equity Services, LLC 0.01% New 147,185 $4.7M
Security Financial Services, INC. 0.91% New 144,268 $4.6M
Buttonwood Financial Group, LLC 2.52% New 141,544 $4.3M
Assetmark, Inc. 0.01% New 128,112 $4.1M
BlackRock, Inc. 0.00% Add +2.4% 122,896 $3.9M
Vestmark Advisory Solutions, Inc. 0.10% New 122,424 $3.9M
Mariner, LLC 0.01% New 117,602 $3.7M
Quadrant Private Wealth Management, LLC 0.86% New 109,010 $3.5M
West Wealth Group, LLC 0.95% New 100,811 $3.2M
Icon Wealth Advisors, LLC 0.25% New 95,066 $3.0M
ORG Partners LLC 0.69% Reduce -31.8% 85,333 $2.7M
Osaic Holdings, Inc. 0.01% Add +3891.9% 79,359 $2.5M
Stifel Financial Corp. 0.00% New 78,611 $2.5M
Braun-Bostich & Associates Inc. 1.73% New 73,721 $2.3M
Horst & Graben Wealth Management LLC 0.39% New 69,298 $2.2M
Sharkey, Howes & Javer 0.31% New 67,820 $2.1M
CFS Investment Advisory Services, LLC 0.18% New 62,963 $2.0M
Kelly Financial Services LLC 0.67% New 60,580 $1.9M
Ascent Group, LLC 0.08% New 57,928 $1.8M
One Wealth Advisors, LLC 0.27% New 57,306 $1.8M
Mutual Advisors, LLC 0.05% New 54,538 $1.7M
Farther Finance Advisors, LLC 0.04% New 45,700 $1.5M
Atria Wealth Solutions, Inc. 0.02% New 44,824 $1.4M
JFS Wealth Advisors, LLC 0.09% New 43,997 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.18% New 43,019 $1.4M
Orion Porfolio Solutions, LLC 0.01% New 42,294 $1.3M
Orion Portfolio Solutions, LLC 0.01% New 42,294 $1.3M
Bank of New York Mellon Corp 0.00% New 41,959 $1.3M
Atria Investments, Inc 0.02% New 40,819 $1.3M
Avantax Advisory Services, Inc. 0.01% New 39,906 $1.3M
Wealth Alliance, LLC 0.14% New 35,832 $1.1M
Wealthgarden F.S. LLC 0.95% New 31,135 $987K
Stone House Investment Management, LLC 0.18% New 28,488 $903K
Truist Financial Corp. 0.00% New 28,223 $894K
One Wealth Capital Management, LLC 0.47% New 27,794 $881K
Townsquare Capital LLC 0.01% New 27,794 $881K
Trek Financial, LLC 0.06% New 27,535 $873K
Cambridge Investment Research Advisors, Inc. 0.00% New 27,255 $864K
Gen-Wealth Partners Inc 0.34% New 25,427 $806K
Robertson Stephens Wealth Management, LLC 0.03% New 24,720 $783K
Strategic Blueprint, LLC 0.04% New 23,695 $751K
Signet Financial Management, LLC 0.10% New 22,427 $711K
High Falls Advisors, Inc 0.16% New 21,944 $695K
Retirement Wealth Solutions LLC 0.55% New 21,504 $681K
Perigon Wealth Management, LLC 0.02% New 20,876 $662K
Advisory Services Network, LLC 0.01% New 20,540 $651K
ONE Advisory Partners, LLC 0.25% New 18,256 $579K
CreativeOne Wealth, LLC 0.02% New 18,229 $578K
First Horizon Advisors, Inc. 0.01% New 16,342 $518K
Claro Advisors Inc. 0.07% New 15,776 $500K
Susquehanna International Group, LLP 0.00% New 15,147 $480K
Benjamin Edwards Inc. 0.01% New 15,141 $480K
MA Private Wealth 0.08% New 14,031 $445K
WealthShield Partners, LLC 0.05% New 13,408 $425K
True Vision MN LLC 0.24% New 12,913 $409K
Ashton Thomas Private Wealth, LLC 0.01% New 12,141 $385K
TSA Wealth Managment LLC 0.15% New 11,965 $379K
My Legacy Advisors, LLC 0.14% New 11,176 $354K
BCGM Wealth Management, LLC 0.11% New 11,113 $352K
LGT Financial Advisors LLC 1.07% New 11,005 $349K
Balance Wealth Partners LLC 0.22% — 10,676 $338K
Financial Advocates Investment Management 0.02% New 10,410 $330K
OneDigital Investment Advisors LLC 0.00% New 10,392 $329K
Ehrlich Financial Group 0.23% New 10,021 $318K
Theory Financial LLC 0.13% New 9,885 $313K
Mayflower Financial Advisors, LLC 0.05% New 9,410 $298K
&partners 0.00% New 9,364 $295K
Nwam LLC 0.03% New 9,230 $292K
Arcadia Wealth Management, LLC 0.14% New 9,081 $288K
Herold Advisors, Inc. 0.06% New 9,010 $286K
Transce3nd, LLC 0.13% New 8,930 $283K
Kestra Advisory Services, LLC 0.00% New 8,792 $279K
PFG Advisors 0.02% New 8,704 $276K
Lloyd Advisory Services, LLC. 0.14% New 8,604 $273K
FLP Wealth Management, LLC 0.86% New 8,586 $272K
Summit X, LLC 0.06% New 8,396 $266K
Verus Capital Partners, LLC 0.03% New 8,226 $261K
Shared Vision Wealth Group LLC 0.14% New 8,137 $258K
Capital A Wealth Management, LLC 0.26% New 7,859 $249K
Wedbush Securities Inc. 0.01% New 7,777 $246K
Spectrum Wealth Counsel, LLC 0.03% New 7,749 $246K
GeoWealth Management, LLC 0.01% New 7,265 $230K
SigFig Wealth Management, LLC 0.01% New 7,253 $229K
Integrated Advisors Network LLC 0.01% New 6,692 $212K
Sovran Advisors, LLC 0.03% New 6,816 $207K
Comerica Bank 0.00% New 2,575 $82K
Aptus Capital Advisors, LLC 0.00% New 2,220 $70K
Ameriflex Group, Inc. 0.02% New 1,890 $60K
Tower Research Capital LLC (TRC) 0.00% Add +3345.3% 1,826 $58K
Mather Group, Llc. 0.00% New 1,768 $56K
Guardian Wealth Advisors, LLC / NC 0.00% New 1,756 $56K
Royal Bank of Canada 0.00% New 1,431 $45K
Quest 10 Wealth Builders, Inc. 0.03% New 898 $28K
CIBC Private Wealth Group LLC 0.00% No change 901 $26K
Coldstream Capital Management Inc. 0.00% New 627 $20K
AdvisorNet Financial, Inc 0.00% New 536 $17K
Spire Wealth Management 0.00% New 461 $15K
New Republic Capital, LLC 0.00% New 308 $10K
Private Trust Co. NA 0.00% New 220 $7K
Raleigh Capital Management Inc. 0.00% New 211 $7K
Park Square Financial Group, LLC 0.00% New 160 $5K
Continuum Advisory, LLC 0.00% New 136 $4K
Cape Investment Advisory, Inc. 0.00% New 96 $3K
Cornerstone Planning Group LLC 0.00% New 80 $2K
IFP Advisors, Inc 0.00% New 49 $2K
Larson Financial Group LLC 0.00% New 29 $919
FMR LLC 0.00% New 1 $32

"% 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.