iShares U.S. Thematic RotatiTHROETF
13F holders, Q2 2025 (June 30)334holders +209
212new positions
6sold out
1famous investor
$35.59avg. 13F price*
At the end of Q2 2025, 334 institutions reported holding iShares U.S. Thematic Rotati (THRO) in their 13F filings, up 209 from Q1 2025. 212 opened new positions and 6 sold out. The largest holders were Envestnet Asset Management Inc. ($1.7B), LPL Financial LLC ($554.9M) and JPMorgan Chase & Co. ($356.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares U.S. Thematic Rotati
- Filed as
- BLACKROCK ETF TRUST (Q2 2025)
- CUSIP
- 09290C806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 212 | $901.6M |
| Exits | 6 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 127,954,507 shares bought and 85,112 shares sold, net +127,869,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 334 holders
| Envestnet Asset Management Inc. | 0.49% | Add +1119.0% | 47,621,954 | $1.7B |
| LPL Financial LLC | 0.19% | Add +812.5% | 15,594,898 | $554.9M |
| JPMorgan Chase & Co. | 0.02% | Add +241.4% | 10,021,047 | $356.5M |
| Envestnet Portfolio Solutions, Inc. | 0.60% | Add +1493.1% | 4,590,625 | $163.3M |
| Morgan Stanley | 0.01% | Add +1835.0% | 4,154,556 | $147.8M |
| MML Investors Services, LLC | 0.39% | Add +831.9% | 3,780,884 | $134.5M |
| Cwm, LLC | 0.40% | Add +350.3% | 3,164,420 | $112.6M |
| Cetera Investment Advisers | 0.17% | Add +1337.7% | 2,770,784 | $98.6M |
| Bank of America Corp. | 0.01% | New | 2,522,347 | $89.7M |
| NewEdge Advisors, LLC | 0.40% | Add +820.2% | 2,159,305 | $76.8M |
| Bank of New York Mellon Corp | 0.01% | Add +4690.3% | 2,009,950 | $71.5M |
| Sofi Wealth, LLC | 4.10% | New | 1,884,208 | $67.0M |
| Janney Montgomery Scott LLC | 0.16% | New | 1,740,727 | $61.9M |
| Sanctuary Advisors, LLC | 0.38% | Add +605.4% | 1,716,503 | $61.1M |
| JB Capital LLC | 2.78% | New | 1,613,221 | $57.4M |
| Foundations Investment Advisors, LLC | 0.79% | Add +680.0% | 1,404,215 | $50.0M |
| United Capital Financial Advisors, LLC | 0.34% | New | 1,196,978 | $42.6M |
| Merit Financial Group, LLC | 0.42% | New | 1,055,592 | $37.6M |
| Advocacy Wealth Management, LLC | 2.21% | Add +94.5% | 1,013,087 | $36.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | New | 977,499 | $34.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +516.6% | 907,617 | $32.3M |
| Stifel Financial Corp. | 0.03% | Add +986.6% | 854,164 | $30.4M |
| Integrated Wealth Concepts LLC | 0.29% | Add +91.5% | 826,281 | $29.4M |
| Austin Private Wealth, LLC | 2.12% | New | 753,803 | $26.8M |
| AE Wealth Management LLC | 0.19% | Add +282.8% | 721,148 | $25.7M |
| Ascent Group, LLC | 0.98% | Add +1123.3% | 708,623 | $25.2M |
| McMorgan & Co. LLC | 3.06% | Reduce -1.2% | 583,143 | $20.7M |
| Truist Financial Corp. | 0.03% | Add +1889.5% | 561,507 | $20.0M |
| Goldstein Advisors, LLC | 2.61% | New | 546,505 | $19.4M |
| Osaic Holdings, Inc. | 0.03% | Add +587.6% | 545,662 | $19.4M |
| Atria Investments, Inc | 0.23% | Add +1233.7% | 544,399 | $19.4M |
| CreativeOne Wealth, LLC | 0.50% | Add +2866.4% | 540,740 | $19.2M |
| Icon Wealth Advisors, LLC | 1.31% | Add +444.2% | 517,346 | $18.4M |
| Scarborough Advisors, LLC | 3.40% | Add +49.2% | 481,357 | $17.1M |
| MA Private Wealth | 2.96% | Add +3212.2% | 464,733 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +1557.4% | 451,729 | $16.1M |
| Sharkey, Howes & Javer | 2.13% | Add +559.8% | 447,484 | $15.9M |
| US Bancorp \de | 0.02% | New | 441,726 | $15.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.98% | New | 424,273 | $15.1M |
| Buttonwood Financial Group, LLC | 6.93% | Add +170.2% | 382,512 | $13.6M |
| West Wealth Group, LLC | 3.36% | Add +269.7% | 372,742 | $13.5M |
| SteelPeak Wealth, LLC | 0.53% | New | 378,627 | $13.5M |
| Stone House Investment Management, LLC | 2.45% | Add +1212.8% | 374,000 | $13.3M |
| CFS Investment Advisory Services, LLC | 1.08% | Add +490.7% | 371,923 | $13.2M |
| Mariner, LLC | 0.02% | Add +209.0% | 363,427 | $12.9M |
| Shepherd Financial Partners LLC | 1.27% | New | 338,479 | $12.0M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +689.1% | 333,741 | $11.9M |
| Avantax Advisory Services, Inc. | 0.06% | Add +731.0% | 331,604 | $11.8M |
| Horst & Graben Wealth Management LLC | 1.95% | Add +377.5% | 330,879 | $11.8M |
| Security Financial Services, INC. | 2.07% | Add +128.0% | 328,984 | $11.7M |
| High Falls Advisors, Inc | 2.59% | Add +1398.9% | 328,914 | $11.7M |
| IHT Wealth Management, LLC | 0.29% | New | 294,784 | $10.5M |
| One Wealth Advisors, LLC | 1.39% | Add +389.6% | 280,600 | $10.0M |
| Stokes Family Office, LLC | 1.04% | New | 278,434 | $9.9M |
| Ewa, LLC | 3.10% | New | 276,365 | $9.8M |
| Kelly Financial Services LLC | 2.85% | Add +348.9% | 271,960 | $9.7M |
| Eq LLC | 3.72% | New | 269,431 | $9.6M |
| Physician Wealth Advisors, Inc. | 1.50% | New | 268,198 | $9.5M |
| Wealth Alliance, LLC | 1.06% | Add +646.6% | 267,511 | $9.5M |
| Strategic Blueprint, LLC | 0.44% | Add +966.4% | 252,683 | $9.0M |
| Atria Wealth Solutions, Inc. | 0.20% | Add +460.0% | 251,006 | $8.9M |
| Integrity Alliance, Llc. | 0.47% | New | 241,710 | $8.6M |
| Keystone Financial Services | 2.90% | New | 239,843 | $8.5M |
| Blue Trust, Inc. | 0.10% | New | 238,923 | $8.5M |
| Perigon Wealth Management, LLC | 0.19% | Add +973.5% | 224,115 | $8.0M |
| PAX Financial Group, LLC | 1.50% | New | 221,113 | $7.9M |
| ONE Advisory Partners, LLC | 2.56% | Add +1063.5% | 212,402 | $7.7M |
| Trek Financial, LLC | 0.51% | Add +676.3% | 213,753 | $7.6M |
| Stratos Wealth Partners, LTD. | 0.10% | New | 213,618 | $7.6M |
| Keystone Financial Group | 0.64% | New | 200,164 | $7.1M |
| Equitable Holdings, Inc. | 0.06% | New | 197,681 | $7.0M |
| Kilter Group LLC | 3.70% | New | 197,367 | $7.0M |
| Triad Wealth Partners, LLC | 1.42% | New | 197,135 | $7.0M |
| ShoreHaven Wealth Partners, LLC | 2.83% | Add +5.3% | 194,179 | $6.9M |
| Cypress Wealth Services, LLC | 1.21% | New | 189,973 | $6.8M |
| BlackRock, Inc. | 0.00% | Add +54.4% | 189,700 | $6.7M |
| VestGen Advisors, LLC | 0.27% | New | 186,556 | $6.7M |
| Invst, LLC | 0.84% | New | 189,146 | $6.7M |
| Midwest Capital Advisors, LLC | 3.51% | New | 187,038 | $6.7M |
| Beacon Financial Group | 0.69% | New | 185,027 | $6.6M |
| Farther Finance Advisors, LLC | 0.13% | Add +302.6% | 183,971 | $6.5M |
| Tidemark, LLC | 2.03% | New | 177,053 | $6.3M |
| Swmg, LLC | 2.09% | New | 170,605 | $6.2M |
| Assetmark, Inc. | 0.01% | Add +35.4% | 173,488 | $6.2M |
| Rothschild Wealth LLC | 1.49% | New | 170,763 | $6.1M |
| Trilogy Capital Inc. | 0.30% | New | 170,537 | $6.1M |
| TSA Wealth Managment LLC | 2.06% | Add +1224.2% | 158,438 | $5.6M |
| Private Advisor Group, LLC | 0.03% | New | 154,527 | $5.5M |
| Bay Harbor Wealth Management, LLC | 1.56% | New | 151,613 | $5.4M |
| Brookstone Capital Management | 0.07% | New | 150,637 | $5.4M |
| WealthShield Partners, LLC | 0.65% | Add +1020.7% | 150,259 | $5.3M |
| First Horizon Advisors, Inc. | 0.14% | Add +811.7% | 148,997 | $5.3M |
| Regal Investment Advisors LLC | 0.40% | New | 148,692 | $5.3M |
| KM Capital Management Ltd. | 2.59% | Reduce -15.0% | 147,787 | $5.3M |
| Avid Wealth Partners LLC | 2.94% | New | 144,230 | $5.1M |
| Perennial Investment Advisors, LLC | 0.49% | New | 143,031 | $5.1M |
| Apeiron RIA LLC | 1.29% | New | 140,887 | $5.0M |
| BCGM Wealth Management, LLC | 1.41% | Add +1160.7% | 140,101 | $5.0M |
| Tsfg, LLC | 0.90% | New | 139,432 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +9496.4% | 137,324 | $4.9M |
"% 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.