iShares U.S. Thematic RotatiTHROETF
13F holders, Q3 2025 (September 30)373holders +39
59new positions
16sold out
1famous investor
$37.86avg. 13F price*
At the end of Q3 2025, 373 institutions reported holding iShares U.S. Thematic Rotati (THRO) in their 13F filings, up 39 from Q2 2025. 59 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), LPL Financial LLC ($700.9M) and JPMorgan Chase & Co. ($389.7M). 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 (Q3 2025)
- CUSIP
- 09290C806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $291.4M |
| Exits | 16 | $7.1M |
All 13F filers, Q2 2025 → Q3 2025: 32,407,250 shares bought and 1,161,128 shares sold, net +31,246,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 373 holders
| Envestnet Asset Management Inc. | 0.54% | Add +4.9% | 49,958,792 | $1.9B |
| LPL Financial LLC | 0.20% | Add +18.7% | 18,512,707 | $700.9M |
| JPMorgan Chase & Co. | 0.02% | Add +2.7% | 10,294,011 | $389.7M |
| BlackRock, Inc. | 0.01% | Add +4192.7% | 8,143,315 | $308.3M |
| Park Avenue Securities LLC | 1.39% | New | 4,693,229 | $177.7M |
| Morgan Stanley | 0.01% | Add +10.8% | 4,603,075 | $174.3M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Reduce -1.1% | 4,540,276 | $171.9M |
| MML Investors Services, LLC | 0.39% | Add +1.5% | 3,836,763 | $145.3M |
| Cetera Investment Advisers | 0.16% | Add +30.7% | 3,621,300 | $137.1M |
| Cwm, LLC | 0.37% | Add +1.4% | 3,209,860 | $121.5M |
| NewEdge Advisors, LLC | 0.54% | Add +44.7% | 3,124,101 | $118.3M |
| Bank of America Corp. | 0.01% | Add +18.8% | 2,996,249 | $113.4M |
| Janney Montgomery Scott LLC | 0.22% | Add +42.4% | 2,479,443 | $93.9M |
| Bank of New York Mellon Corp | 0.01% | Add +6.9% | 2,148,461 | $81.3M |
| Sofi Wealth, LLC | 4.05% | Add +5.5% | 1,987,648 | $75.3M |
| Sanctuary Advisors, LLC | 0.40% | Add +7.7% | 1,848,929 | $70.0M |
| JB Capital LLC | 2.79% | Add +5.9% | 1,708,700 | $64.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +65.1% | 1,613,682 | $61.1M |
| Foundations Investment Advisors, LLC | 0.84% | Add +8.7% | 1,526,018 | $57.8M |
| Merit Financial Group, LLC | 0.53% | Add +43.4% | 1,513,495 | $57.3M |
| Ameriprise Financial Inc. | 0.01% | New | 1,349,144 | $51.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +37.3% | 1,246,470 | $47.2M |
| United Capital Financial Advisors, LLC | 0.33% | Add +2.0% | 1,220,914 | $46.2M |
| Advocacy Wealth Management, LLC | 1.79% | Add +7.6% | 1,089,876 | $41.3M |
| Thrivent Financial for Lutherans | 0.08% | Add +13029.2% | 998,741 | $37.8M |
| Stifel Financial Corp. | 0.03% | Add +2.3% | 873,689 | $33.1M |
| AE Wealth Management LLC | 0.19% | Add +7.0% | 771,335 | $29.2M |
| Goldstein Advisors, LLC | 3.45% | Add +37.4% | 750,898 | $28.4M |
| Ascent Group, LLC | 0.97% | Add +2.7% | 727,593 | $27.5M |
| Austin Private Wealth, LLC | 2.09% | Reduce -5.0% | 716,084 | $27.1M |
| Osaic Holdings, Inc. | 0.04% | Add +31.3% | 716,663 | $26.8M |
| Atria Investments, Inc | 0.29% | Add +21.2% | 659,847 | $25.0M |
| Truist Financial Corp. | 0.03% | Add +3.4% | 580,578 | $22.0M |
| CreativeOne Wealth, LLC | 0.52% | Add +4.9% | 567,118 | $21.5M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -31.5% | 566,135 | $21.4M |
| Icon Wealth Advisors, LLC | 1.44% | Add +8.7% | 562,501 | $21.3M |
| Scarborough Advisors, LLC | 3.27% | Add +1.7% | 489,554 | $18.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +7.1% | 483,956 | $18.3M |
| MA Private Wealth | 3.04% | Add +2.9% | 478,253 | $18.1M |
| Royal Bank of Canada | 0.00% | Add +241.3% | 468,618 | $17.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.02% | Add +9.9% | 466,433 | $17.7M |
| Sharkey, Howes & Javer | 2.23% | Add +2.5% | 458,632 | $17.4M |
| US Bancorp \de | 0.02% | Add +3.4% | 456,645 | $17.3M |
| McMorgan & Co. LLC | 2.63% | Reduce -22.6% | 451,654 | $17.1M |
| West Wealth Group, LLC | 3.44% | Add +8.9% | 406,028 | $15.2M |
| IHT Wealth Management, LLC | 0.39% | Add +36.5% | 402,470 | $15.2M |
| SteelPeak Wealth, LLC | 0.50% | Add +3.1% | 390,483 | $14.8M |
| Mariner, LLC | 0.02% | Add +7.2% | 389,560 | $14.7M |
| CFS Investment Advisory Services, LLC | 1.09% | Add +3.1% | 383,437 | $14.7M |
| Stone House Investment Management, LLC | 2.47% | Add +3.4% | 386,884 | $14.6M |
| Horst & Graben Wealth Management LLC | 2.10% | Add +9.8% | 363,374 | $13.8M |
| Shepherd Financial Partners LLC | 1.24% | Add +1.5% | 343,513 | $13.0M |
| Security Financial Services, INC. | 2.08% | Add +3.4% | 340,007 | $12.9M |
| Eq LLC | 4.31% | Add +24.5% | 335,492 | $12.7M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -0.1% | 333,385 | $12.6M |
| High Falls Advisors, Inc | 2.57% | Add +0.1% | 329,168 | $12.5M |
| KWB Wealth | 1.31% | New | 332,587 | $11.8M |
| Perigon Wealth Management, LLC | 0.24% | Add +39.3% | 312,160 | $11.8M |
| One Wealth Advisors, LLC | 1.43% | Add +7.2% | 300,862 | $11.4M |
| Integrity Alliance, Llc. | 0.51% | Add +19.3% | 288,284 | $10.9M |
| Ewa, LLC | 2.99% | Add +3.4% | 285,696 | $10.8M |
| Physician Wealth Advisors, Inc. | 1.52% | Add +5.1% | 281,790 | $10.7M |
| Kelly Financial Services LLC | 2.76% | Add +3.5% | 281,347 | $10.7M |
| Wealth Alliance, LLC | 1.08% | Add +3.5% | 276,784 | $10.5M |
| Strategic Blueprint, LLC | 0.45% | Add +8.4% | 273,820 | $10.4M |
| Stokes Family Office, LLC | 0.94% | Reduce -6.6% | 260,162 | $9.8M |
| Farther Finance Advisors, LLC | 0.15% | Add +40.0% | 257,629 | $9.8M |
| Triad Wealth Partners, LLC | 1.25% | Add +30.3% | 256,889 | $9.7M |
| Mgo One Seven LLC | 0.22% | Add +334.2% | 250,002 | $9.5M |
| Keystone Financial Services | 2.91% | Add +3.5% | 248,266 | $9.4M |
| PAX Financial Group, LLC | 1.67% | Add +10.6% | 244,462 | $9.3M |
| Trek Financial, LLC | 0.52% | Add +8.5% | 231,905 | $8.8M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +8.0% | 230,737 | $8.7M |
| Private Advisor Group, LLC | 0.04% | Add +42.3% | 219,906 | $8.3M |
| ONE Advisory Partners, LLC | 2.52% | Add +3.1% | 219,014 | $8.2M |
| Keystone Financial Group | 0.61% | Add +4.8% | 209,745 | $7.9M |
| Beacon Financial Group | 0.77% | Add +11.7% | 206,666 | $7.8M |
| Equitable Holdings, Inc. | 0.06% | Add +4.3% | 206,270 | $7.8M |
| Swmg, LLC | 2.36% | Add +20.3% | 205,267 | $7.8M |
| Midwest Capital Advisors, LLC | 3.76% | Add +10.0% | 205,745 | $7.8M |
| SimpliFi, Inc. | 3.31% | New | 204,195 | $7.7M |
| Kilter Group LLC | 3.66% | Add +3.4% | 203,991 | $7.7M |
| ShoreHaven Wealth Partners, LLC | 2.83% | Add +4.2% | 202,367 | $7.7M |
| Blue Trust, Inc. | 0.09% | Reduce -15.6% | 201,737 | $7.6M |
| Cypress Wealth Services, LLC | 1.22% | Add +3.6% | 196,804 | $7.5M |
| Legacy Financial Group LLC | 0.96% | New | 193,603 | $7.3M |
| VestGen Advisors, LLC | 0.24% | Add +2.4% | 190,988 | $7.2M |
| Invst, LLC | 0.82% | Add +0.7% | 190,481 | $7.2M |
| Tidemark, LLC | 2.10% | Add +7.4% | 190,125 | $7.2M |
| Apeiron RIA LLC | 1.56% | Add +31.0% | 184,596 | $6.9M |
| Sovran Advisors, LLC | 0.60% | Add +33.7% | 177,239 | $6.8M |
| Rothschild Wealth LLC | 1.47% | Add +4.4% | 178,311 | $6.8M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +44.4% | 176,282 | $6.7M |
| Menora Mivtachim Holdings LTD. | 0.03% | New | 174,668 | $6.6M |
| Trilogy Capital Inc. | 0.31% | Add +2.3% | 174,509 | $6.6M |
| Tsfg, LLC | 1.04% | Add +24.4% | 173,456 | $6.6M |
| Brookstone Capital Management | 0.08% | Add +14.7% | 172,726 | $6.5M |
| TSA Wealth Managment LLC | 2.16% | Add +6.0% | 167,915 | $6.4M |
| Claro Advisors Inc. | 0.90% | Add +24.2% | 162,117 | $6.1M |
| Assetmark, Inc. | 0.01% | Reduce -6.8% | 161,681 | $6.1M |
"% 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.