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 |
| Sovran Advisors, LLC | 0.49% | Add +1844.8% | 132,561 | $4.7M |
| ORG Partners LLC | 1.03% | Add +55.9% | 133,063 | $4.7M |
| Simplicity Wealth,LLC | 0.20% | New | 132,156 | $4.7M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +7.8% | 132,013 | $4.7M |
| Claro Advisors Inc. | 0.77% | Add +727.5% | 130,555 | $4.6M |
| Snowden Capital Advisors LLC | 0.14% | New | 128,812 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +1317.2% | 124,601 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.06% | New | 122,059 | $4.3M |
| Mayflower Financial Advisors, LLC | 0.60% | Add +1190.7% | 121,458 | $4.3M |
| Cobblestone Asset Management LLC | 2.24% | New | 119,874 | $4.3M |
| Vertex Planning Partners, LLC | 0.88% | New | 119,129 | $4.2M |
| Quadrant Private Wealth Management, LLC | 0.88% | Add +8.9% | 118,769 | $4.2M |
| &partners | 0.03% | Add +1163.5% | 118,318 | $4.2M |
| Hobbs Wealth Management, LLC | 3.98% | New | 117,205 | $4.2M |
| Keebeck Wealth Management | 0.54% | New | 115,583 | $4.1M |
| Resolute Wealth Advisor, Inc. | 2.34% | — | 113,339 | $4.1M |
| SigFig Wealth Management, LLC | 0.13% | Add +1455.5% | 112,823 | $4.0M |
| Capital Analysts, LLC | 0.13% | New | 108,177 | $3.8M |
| True Vision MN LLC | 2.08% | Add +718.3% | 105,671 | $3.8M |
| SWP Financial LLC | 2.06% | New | 105,294 | $3.7M |
| Maia Wealth LLC | 0.71% | New | 105,293 | $3.7M |
| Gen-Wealth Partners Inc | 1.43% | Add +310.5% | 104,382 | $3.7M |
| M1 Capital Management LLC | 1.72% | New | 95,909 | $3.4M |
| One Wealth Capital Management, LLC | 1.60% | Add +244.5% | 95,742 | $3.4M |
| Focus Financial Network, Inc. | 0.13% | New | 94,417 | $3.4M |
| Liberty Wealth Management LLC | 0.51% | New | 92,248 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | New | 89,533 | $3.2M |
| Twin Peaks Wealth Advisors, LLC | 1.00% | New | 84,291 | $3.1M |
| Ashton Thomas Securities, LLC | 0.73% | New | 84,468 | $3.0M |
| Endeavor Private Wealth, Inc. | 1.37% | New | 81,288 | $2.9M |
| Ehrlich Financial Group | 1.84% | Add +696.1% | 79,777 | $2.8M |
| Certus Wealth Management, LLC | 1.79% | New | 78,328 | $2.8M |
| Tradition Wealth Management, LLC | 0.22% | New | 78,196 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.32% | Add +80.7% | 77,733 | $2.8M |
| Lifelong Wealth Advisors, Inc. | 0.91% | New | 77,372 | $2.8M |
| Modern Wealth Management, LLC | 0.07% | New | 76,452 | $2.7M |
| Advisory Services Network, LLC | 0.04% | Add +253.8% | 72,672 | $2.6M |
| Braun-Bostich & Associates Inc. | 1.77% | Reduce -0.9% | 73,023 | $2.6M |
| Mutual Advisors, LLC | 0.06% | Add +29.9% | 70,843 | $2.6M |
| Harbour Investments, Inc. | 0.06% | New | 71,581 | $2.5M |
| Global Retirement Partners, LLC | 0.06% | — | 70,154 | $2.5M |
| Spectrum Planning & Advisory Services Inc. | 1.53% | New | 66,682 | $2.4M |
| GW Henssler & Associates Ltd. | 0.12% | New | 64,441 | $2.3M |
| Elevation Point Wealth Partners, LLC | 0.18% | New | 63,351 | $2.3M |
| Theory Financial LLC | 0.85% | Add +529.9% | 62,262 | $2.3M |
| My Legacy Advisors, LLC | 0.78% | Add +450.1% | 61,477 | $2.2M |
| Centurion Wealth Management LLC | 0.61% | New | 60,124 | $2.1M |
| PFG Advisors | 0.10% | Add +580.9% | 59,261 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +288.9% | 58,903 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | New | 58,622 | $2.1M |
| Gateway Wealth Partners, LLC | 0.39% | New | 58,130 | $2.1M |
| Hoxton Planning & Management, LLC | 0.71% | New | 57,948 | $2.1M |
| Mgo One Seven LLC | 0.07% | New | 57,574 | $2.0M |
| Independent Financial Group, LLC | 0.06% | New | 57,568 | $2.0M |
| Csenge Advisory Group | 0.11% | New | 59,297 | $2.0M |
| Lantz Financial LLC | 0.48% | New | 54,575 | $1.9M |
| Retirement Wealth Solutions LLC | 1.39% | Add +149.6% | 53,663 | $1.9M |
| Firethorn Wealth Partners, LLC | 0.81% | New | 52,335 | $1.9M |
| Signet Financial Management, LLC | 0.23% | Add +132.9% | 52,236 | $1.9M |
| Apollon Wealth Management, LLC | 0.04% | New | 52,118 | $1.9M |
| IFP Advisors, Inc | 0.05% | Add +104144.9% | 51,080 | $1.8M |
| Shared Vision Wealth Group LLC | 0.91% | Add +516.0% | 50,123 | $1.8M |
| May Hill Capital, LLC | 0.58% | New | 49,485 | $1.8M |
| Bush Investment Group, LLC | 1.07% | New | 44,849 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +77.9% | 43,977 | $1.6M |
| IFG Advisory, LLC | 0.08% | New | 43,921 | $1.6M |
| Heck Capital Advisors, LLC | 0.13% | New | 43,398 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.06% | New | 43,338 | $1.5M |
| Davis Wealth Advisors, LLC | 1.62% | New | 42,930 | $1.5M |
| Renaissance Technologies | 0.00% | New | 42,500 | $1.5M |
| Fullcircle Wealth LLC | 0.56% | New | 41,772 | $1.5M |
| Pinion Investment Advisors, LLC | 0.52% | New | 42,346 | $1.5M |
| RCS Financial Planning, LLC | 0.73% | New | 41,263 | $1.5M |
| HighTower Advisors, LLC | 0.00% | New | 40,311 | $1.4M |
| JFS Wealth Advisors, LLC | 0.09% | Reduce -8.4% | 40,300 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +164.2% | 40,003 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | New | 39,769 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.07% | New | 39,301 | $1.4M |
| Redwood Investment Management, LLC | 0.15% | New | 38,870 | $1.4M |
| RFG Advisory, LLC | 0.03% | New | 38,704 | $1.4M |
| Wealthgarden F.S. LLC | 1.12% | Add +19.6% | 37,223 | $1.3M |
| Blalock Williams, LLC | 1.33% | New | 37,330 | $1.3M |
| Commonwealth Retirement Investments LLC | 0.50% | New | 37,273 | $1.3M |
| Barnes Wealth Management Group, Inc | 0.76% | New | 36,335 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | New | 36,297 | $1.3M |
| Tyche Wealth Partners LLC | 0.25% | New | 35,623 | $1.3M |
| WealthPLAN Partners, LLC | 0.19% | New | 33,996 | $1.2M |
| Gries Financial LLC | 0.22% | New | 33,978 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +177.0% | 33,626 | $1.2M |
| Regimen Wealth, LLC | 0.37% | New | 33,461 | $1.2M |
| BCU Wealth Advisors, LLC | 0.53% | New | 33,318 | $1.2M |
| Financial Advocates Investment Management | 0.10% | Add +220.0% | 33,314 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 32,796 | $1.2M |
| Interchange Capital Partners, LLC | 0.26% | New | 31,907 | $1.1M |
| Nwam LLC | 0.07% | Add +237.3% | 31,136 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +366.5% | 31,220 | $1.1M |
| First Heartland Consultants, Inc. | 0.10% | New | 30,951 | $1.1M |
| LifePlan Investment Advisors, Inc. | 0.54% | New | 30,734 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +195.3% | 30,688 | $1.1M |
| Mather Group, Llc. | 0.01% | Add +1610.5% | 30,242 | $1.1M |
| Tradewinds, LLC. | 0.81% | New | 29,913 | $1.1M |
| Merkkuri Wealth Advisors LLC | 0.81% | New | 29,913 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | New | 29,178 | $1.0M |
| FFG Retirement Advisors LLC | 0.61% | New | 27,260 | $970K |
| Sutton Place Investors LLC | 0.58% | New | 26,994 | $960K |
| Vantage Point Financial LLC | 0.42% | New | 26,941 | $959K |
| BridgePort Financial Solutions, LLC | 0.32% | New | 26,776 | $953K |
| Clearview Wealth Advisors LLC | 0.64% | New | 25,791 | $918K |
| 5T Wealth, LLC | 0.46% | New | 25,225 | $898K |
| Brookwood Investment Group LLC | 0.14% | New | 24,998 | $889K |
| Advus Financial Partners, LLC | 0.22% | New | 24,349 | $866K |
| Raleigh Capital Management Inc. | 0.36% | Add +11192.4% | 23,827 | $848K |
| Verus Capital Partners, LLC | 0.08% | Add +187.9% | 23,682 | $843K |
| Sigma Planning Corp | 0.03% | New | 23,515 | $837K |
| Elios Financial Group Inc. | 0.38% | New | 23,267 | $828K |
| Smartleaf Asset Management LLC | 0.07% | New | 23,323 | $826K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 23,037 | $820K |
| World Investment Advisors | 0.02% | New | 22,677 | $807K |
| WealthTrak Capital Management LLC | 0.65% | New | 21,985 | $782K |
| Signal Advisors Wealth, LLC | 0.06% | New | 21,391 | $761K |
| Diversify Advisory Services, LLC | 0.03% | New | 20,420 | $752K |
| Maripau Wealth Management LLC | 0.37% | New | 20,740 | $737K |
| Absolute Capital Management, LLC | 0.34% | New | 19,087 | $679K |
| Etesian Wealth Advisors, Inc. | 0.24% | New | 18,058 | $643K |
| Comerica Bank | 0.00% | Add +586.3% | 17,672 | $629K |
| Tempus Wealth Planning, LLC | 0.16% | New | 17,660 | $628K |
| W Advisors, LLC | 0.35% | New | 17,386 | $619K |
| Two West Capital Advisors LLC | 0.40% | New | 16,997 | $618K |
| RDA Financial Network | 0.17% | New | 17,246 | $614K |
| Semmax Financial Advisors Inc. | 0.15% | New | 16,419 | $599K |
| Aspire Private Capital, LLC | 0.14% | New | 16,796 | $598K |
| Spire Wealth Management | 0.02% | Add +3538.0% | 16,771 | $597K |
| Investor's Fiduciary Advisor Network, LLC | 0.22% | New | 16,538 | $588K |
| Freedom Investment Management, Inc. | 0.05% | New | 16,487 | $587K |
| Atlatl Advisers LLC | 0.27% | New | 16,341 | $581K |
| GeoWealth Management, LLC | 0.02% | Add +121.6% | 16,101 | $573K |
| Caliber Wealth Management, LLC / KS | 0.06% | New | 16,000 | $569K |
| Avantra Family Wealth, Inc. | 0.47% | New | 15,993 | $569K |
| Accelerate Investment Advisors LLC | 0.42% | New | 15,954 | $568K |
| MKT Advisors LLC | 0.22% | New | 15,743 | $558K |
| LGT Financial Advisors LLC | 1.40% | Add +41.1% | 15,526 | $552K |
| Creative Financial Designs Inc. | 0.04% | New | 15,518 | $552K |
| Arkadios Wealth Advisors | 0.02% | New | 14,985 | $533K |
| Resurgent Financial Advisors LLC | 0.29% | New | 14,925 | $531K |
| Beacon Financial Advisory LLC | 0.14% | New | 14,838 | $528K |
| Richmond Investment Services, LLC | 0.11% | New | 14,575 | $519K |
| Catalina Capital Group, LLC | 0.34% | New | 14,371 | $511K |
| Northwest Capital Management Inc | 0.27% | New | 14,043 | $500K |
| Arete Wealth Advisors, LLC | 0.04% | New | 13,881 | $494K |
| Coldstream Capital Management Inc. | 0.01% | Add +2102.2% | 13,808 | $491K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +655.5% | 13,795 | $491K |
| Vise Technologies, Inc. | 0.02% | — | 13,781 | $490K |
| Kickstand Ventures, Llc. | 0.11% | New | 13,745 | $489K |
| Wedbush Securities Inc. | 0.02% | Add +75.8% | 13,671 | $486K |
| MN Wealth Advisors, LLC | 0.27% | New | 13,239 | $471K |
| EP Wealth Advisors, LLC | 0.00% | New | 13,183 | $469K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | New | 13,093 | $466K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | New | 12,926 | $458K |
| Sound Income Strategies, LLC | 0.03% | New | 12,829 | $456K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 12,751 | $454K |
| Semus Wealth Partners LLC | 0.29% | New | 12,572 | $447K |
| Lantern Wealth Advisors, LLC | 0.27% | — | 12,567 | $447K |
| World Equity Group, Inc. | 0.12% | New | 12,248 | $436K |
| DAVENPORT & Co LLC | 0.00% | New | 12,037 | $428K |
| Principal Securities, Inc. | 0.01% | New | 11,960 | $426K |
| JT Stratford LLC | 0.06% | New | 11,859 | $422K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | New | 11,486 | $409K |
| Lion Street Advisors, LLC | 0.12% | New | 11,467 | $408K |
| Lifeworks Advisors, LLC | 0.06% | New | 11,221 | $399K |
| Transce3nd, LLC | 0.16% | Add +21.8% | 10,879 | $387K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 10,629 | $378K |
| Magnus Financial Group LLC | 0.03% | New | 10,375 | $369K |
| Private Trust Co. NA | 0.03% | Add +4523.2% | 10,171 | $362K |
| VestGen Investment Management | 0.26% | New | 10,050 | $358K |
| FWG Investments, LLC. | 0.26% | New | 9,655 | $344K |
| Arcadia Wealth Management, LLC | 0.14% | Add +2.0% | 9,267 | $330K |
| FLP Wealth Management, LLC | 0.92% | Add +7.0% | 9,183 | $327K |
| Herold Advisors, Inc. | 0.07% | Add +1.5% | 9,143 | $325K |
| Mosaic Advisors LLC | 0.48% | New | 9,143 | $325K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 9,099 | $324K |
| Sowell Financial Services LLC | 0.01% | New | 8,935 | $318K |
| Fulcrum Equity Management | 0.32% | New | 8,874 | $316K |
| Lloyd Advisory Services, LLC. | 0.15% | Add +1.9% | 8,764 | $312K |
| Summit X, LLC | 0.06% | Add +3.2% | 8,665 | $308K |
| Alterna Wealth Management, Inc. | 0.24% | New | 8,539 | $304K |
| PUREfi Wealth, LLC | 0.24% | New | 8,286 | $295K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 8,051 | $286K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 7,640 | $272K |
| Thrivent Financial for Lutherans | 0.00% | New | 7,607 | $271K |
| MSH Capital Advisors LLC | 0.08% | New | 7,602 | $270K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 7,552 | $269K |
| Focus Partners Wealth | 0.00% | New | 7,531 | $268K |
| Cary Street Partners Investment Advisory LLC | 0.12% | New | 7,173 | $255K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,094 | $252K |
| Embree Financial Group | 0.04% | New | 7,014 | $250K |
| Gilliland Jeter Wealth Management LLC | 0.08% | New | 6,866 | $244K |
| GWN Securities Inc. | 0.04% | New | 6,658 | $238K |
| Consolidated Portfolio Review Corp | 0.03% | New | 6,602 | $235K |
| Cooper Financial Group | 0.03% | New | 6,509 | $232K |
| Pinnacle Family Advisors, LLC | 0.11% | New | 6,305 | $224K |
| Argent Trust Co | 0.01% | New | 6,085 | $217K |
| Copperleaf Capital, LLC | 0.11% | New | 6,059 | $216K |
| United Advisor Group, LLC | 0.04% | New | 5,958 | $212K |
| Cerity Partners LLC | 0.00% | New | 5,921 | $211K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 5,889 | $210K |
| Legacy Edge Advisors, LLC | 0.03% | New | 5,880 | $209K |
| Advyzon Investment Management, LLC | 0.04% | New | 5,628 | $200K |
| Golden State Wealth Management, LLC | 0.02% | New | 5,116 | $182K |
| Cape Investment Advisory, Inc. | 0.06% | Add +4850.0% | 4,752 | $169K |
| New Republic Capital, LLC | 0.06% | Add +1331.8% | 4,410 | $157K |
| Fifth Third Bancorp | 0.00% | New | 2,794 | $99K |
| AdvisorNet Financial, Inc | 0.01% | Add +331.9% | 2,315 | $82K |
| Raymond James Financial Inc. | 0.00% | New | 2,003 | $71K |
| Ameriflex Group, Inc. | 0.04% | No change | 1,890 | $67K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -20.4% | 1,768 | $63K |
| Harbor Investment Advisory, LLC | 0.01% | New | 1,627 | $58K |
| Team Financial Group, LLC | 0.03% | New | 1,597 | $57K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -24.1% | 1,333 | $47K |
| Wells Financial Advisors INC | 0.07% | New | 1,330 | $47K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +36.4% | 1,225 | $44K |
| Parallel Advisors, LLC | 0.00% | New | 1,100 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 901 | $32K |
| Cornerstone Planning Group LLC | 0.00% | Add +686.3% | 629 | $23K |
| Ameritas Advisory Services, LLC | 0.00% | New | 420 | $15K |
| Wells Fargo & Company | 0.00% | New | 401 | $14K |
| Arax Advisory Partners | 0.00% | New | 359 | $13K |
| Clearstead Advisors, LLC | 0.00% | New | 289 | $10K |
| Cary Street Partners Financial LLC | 0.00% | New | 230 | $8K |
| Park Square Financial Group, LLC | 0.00% | No change | 160 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 116 | $4K |
| Asset Dedication, LLC | 0.00% | New | 100 | $4K |
| Eastern Bank | 0.00% | New | 80 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 44 | $2K |
| Citigroup Inc. | 0.00% | New | 2 | $71 |
"% 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.