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 |
| Regal Investment Advisors LLC | 0.39% | Add +6.7% | 158,684 | $6.0M |
| Embree Financial Group | 0.80% | Add +2136.3% | 156,856 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +372.2% | 154,877 | $5.9M |
| WealthShield Partners, LLC | 0.66% | Add +2.5% | 153,970 | $5.8M |
| Apollon Wealth Management, LLC | 0.10% | Add +194.1% | 153,275 | $5.8M |
| Bay Harbor Wealth Management, LLC | 1.57% | Add +1.0% | 153,068 | $5.8M |
| Avid Wealth Partners LLC | 2.83% | Add +4.4% | 150,571 | $5.7M |
| Buttonwood Financial Group, LLC | 2.39% | Reduce -61.7% | 146,524 | $5.5M |
| Perennial Investment Advisors, LLC | 0.45% | Add +1.6% | 145,330 | $5.5M |
| BCGM Wealth Management, LLC | 1.43% | Add +3.6% | 145,202 | $5.5M |
| KM Capital Management Ltd. | 2.52% | Reduce -2.5% | 144,102 | $5.5M |
| ORG Partners LLC | 1.01% | Add +6.5% | 141,639 | $5.4M |
| &partners | 0.03% | Add +18.5% | 140,177 | $5.3M |
| Snowden Capital Advisors LLC | 0.14% | Add +6.2% | 136,800 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +9.5% | 136,487 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Add +6684.2% | 135,887 | $5.1M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +2.3% | 135,039 | $5.1M |
| Vise Technologies, Inc. | 0.18% | Add +825.3% | 127,515 | $4.8M |
| Quadrant Private Wealth Management, LLC | 0.88% | Add +7.0% | 127,073 | $4.8M |
| Mayflower Financial Advisors, LLC | 0.60% | Add +3.8% | 126,067 | $4.8M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +37.6% | 123,169 | $4.7M |
| Vertex Planning Partners, LLC | 0.89% | Add +3.2% | 122,893 | $4.7M |
| Maia Wealth LLC | 0.78% | Add +13.9% | 119,882 | $4.6M |
| Cobblestone Asset Management LLC | 2.10% | Add +1.1% | 121,166 | $4.6M |
| Hobbs Wealth Management, LLC | 3.81% | Add +2.5% | 120,154 | $4.5M |
| Capital Analysts, LLC | 0.13% | Add +10.4% | 119,397 | $4.5M |
| Gen-Wealth Partners Inc | 1.46% | Add +9.0% | 113,753 | $4.3M |
| SigFig Wealth Management, LLC | 0.13% | Add +0.3% | 113,216 | $4.3M |
| Liberty Wealth Management LLC | 0.59% | Add +20.5% | 111,120 | $4.2M |
| SWP Financial LLC | 2.06% | Add +1.2% | 106,548 | $4.0M |
| True Vision MN LLC | 2.10% | Add +0.5% | 106,224 | $4.0M |
| M1 Capital Management LLC | 1.63% | Add +4.3% | 100,033 | $3.8M |
| Focus Financial Network, Inc. | 0.13% | Add +4.6% | 98,792 | $3.7M |
| Keebeck Wealth Management | 0.44% | Reduce -14.6% | 98,723 | $3.7M |
| Synergy Investment Management, LLC | 1.38% | New | 95,179 | $3.6M |
| Ehrlich Financial Group | 2.13% | Add +18.9% | 94,893 | $3.6M |
| One Wealth Capital Management, LLC | 1.61% | Reduce -1.1% | 94,666 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +181.3% | 94,603 | $3.6M |
| Twin Peaks Wealth Advisors, LLC | 1.16% | Add +6.0% | 89,328 | $3.4M |
| Endeavor Private Wealth, Inc. | 1.04% | Add +9.5% | 88,999 | $3.4M |
| Scissortail Wealth Management, LLC | 0.72% | New | 87,532 | $3.3M |
| Firethorn Wealth Partners, LLC | 1.27% | Add +62.6% | 85,088 | $3.2M |
| Certus Wealth Management, LLC | 1.92% | Add +8.2% | 84,708 | $3.2M |
| Modern Wealth Management, LLC | 0.06% | Add +8.3% | 82,820 | $3.1M |
| Lifelong Wealth Advisors, Inc. | 0.92% | Add +5.6% | 81,714 | $3.1M |
| Forthright Family Wealth Advisory LLC | 1.90% | New | 81,466 | $3.1M |
| Global Retirement Partners, LLC | 0.07% | Add +15.9% | 81,318 | $3.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Add +4.5% | 81,235 | $3.1M |
| Mutual Advisors, LLC | 0.07% | Add +13.2% | 80,212 | $3.0M |
| IFG Advisory, LLC | 0.14% | Add +83.3% | 80,504 | $3.0M |
| Braun-Bostich & Associates Inc. | 1.89% | Add +8.4% | 79,176 | $3.0M |
| Advisory Services Network, LLC | 0.04% | Add +6.5% | 77,387 | $2.9M |
| Spectrum Planning & Advisory Services Inc. | 1.64% | Add +15.3% | 76,879 | $2.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.30% | New | 76,413 | $2.9M |
| Harbour Investments, Inc. | 0.07% | Add +6.5% | 76,206 | $2.9M |
| Principal Securities, Inc. | 0.05% | Add +534.8% | 75,925 | $2.9M |
| Tradition Wealth Management, LLC | 0.21% | Reduce -5.7% | 73,733 | $2.8M |
| Ashton Thomas Securities, LLC | 0.39% | Reduce -12.8% | 73,661 | $2.8M |
| GW Henssler & Associates Ltd. | 0.14% | Add +11.5% | 71,832 | $2.7M |
| Independent Financial Group, LLC | 0.06% | Add +21.2% | 69,754 | $2.6M |
| May Hill Capital, LLC | 0.77% | Add +40.0% | 69,253 | $2.6M |
| FFG Retirement Advisors LLC | 1.59% | Add +148.2% | 67,669 | $2.6M |
| Csenge Advisory Group | 0.12% | Add +14.1% | 67,631 | $2.6M |
| Shared Vision Wealth Group LLC | 1.08% | Add +35.2% | 67,755 | $2.6M |
| IFP Advisors, Inc | 0.07% | Add +30.6% | 66,729 | $2.5M |
| Tyche Wealth Partners LLC | 0.44% | Add +84.9% | 65,868 | $2.5M |
| PFG Advisors | 0.10% | Add +9.1% | 64,633 | $2.4M |
| Simplicity Wealth,LLC | 0.14% | Reduce -51.2% | 64,489 | $2.4M |
| Centurion Wealth Management LLC | 0.56% | Add +6.9% | 64,278 | $2.4M |
| Sheridan Capital Management, LLC | 1.27% | New | 63,421 | $2.4M |
| Gateway Wealth Partners, LLC | 0.32% | Add +8.8% | 63,221 | $2.4M |
| Lantz Financial LLC | 0.52% | Add +14.5% | 62,488 | $2.4M |
| Signet Financial Management, LLC | 0.27% | Add +19.4% | 62,389 | $2.4M |
| Theory Financial LLC | 0.82% | Reduce -1.4% | 61,387 | $2.3M |
| Retirement Wealth Solutions LLC | 1.52% | Add +14.1% | 61,223 | $2.3M |
| Pinion Investment Advisors, LLC | 0.63% | Add +41.4% | 59,887 | $2.3M |
| Hoxton Planning & Management, LLC | 0.73% | Add +3.8% | 60,152 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +0.5% | 58,936 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Add +5170.8% | 57,979 | $2.2M |
| Advus Financial Partners, LLC | 0.51% | Add +131.8% | 56,439 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +28.3% | 55,615 | $2.1M |
| Cornerstone Planning Group LLC | 0.33% | Add +8396.3% | 53,442 | $2.1M |
| Davis Wealth Advisors, LLC | 1.85% | Add +26.8% | 54,413 | $2.1M |
| Copperleaf Capital, LLC | 0.92% | Add +733.5% | 50,505 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +450.1% | 50,054 | $1.9M |
| UBS Group AG | 0.00% | New | 49,668 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +112.7% | 48,992 | $1.9M |
| CoreCap Advisors, LLC | 0.07% | Add +22.1% | 48,554 | $1.8M |
| Verus Capital Partners, LLC | 0.14% | Add +100.0% | 47,375 | $1.8M |
| Bush Investment Group, LLC | 1.05% | Add +4.8% | 46,986 | $1.8M |
| Fullcircle Wealth LLC | 0.62% | Add +9.7% | 45,810 | $1.8M |
| Diversify Advisory Services, LLC | 0.06% | Add +121.2% | 45,176 | $1.8M |
| RCS Financial Planning, LLC | 0.76% | Add +10.3% | 45,504 | $1.7M |
| A4 Wealth Advisors LLC | 1.44% | — | 45,249 | $1.7M |
| GeoWealth Management, LLC | 0.06% | Add +178.9% | 44,909 | $1.7M |
| Redwood Investment Management, LLC | 0.18% | Add +14.8% | 44,604 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +8.6% | 43,782 | $1.7M |
| LifePlan Investment Advisors, Inc. | 0.68% | Add +40.1% | 43,064 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +9.9% | 42,535 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Add +33.6% | 41,706 | $1.6M |
| Heck Capital Advisors, LLC | 0.12% | Reduce -4.2% | 41,598 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Add +2.8% | 41,117 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.3% | 41,063 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +3.9% | 40,841 | $1.5M |
| Blalock Williams, LLC | 1.35% | Add +8.7% | 40,589 | $1.5M |
| Commonwealth Retirement Investments LLC | 0.52% | Add +8.1% | 40,308 | $1.5M |
| JFS Wealth Advisors, LLC | 0.09% | Reduce -1.1% | 39,875 | $1.5M |
| WealthTrak Capital Management LLC | 1.24% | Add +81.2% | 39,834 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +4.9% | 38,069 | $1.4M |
| Wealthgarden F.S. LLC | 1.01% | Add +0.7% | 37,476 | $1.4M |
| Barnes Wealth Management Group, Inc | 0.76% | Reduce -0.2% | 36,271 | $1.4M |
| BCU Wealth Advisors, LLC | 0.56% | Add +8.8% | 36,239 | $1.4M |
| WealthPLAN Partners, LLC | 0.20% | Add +4.1% | 35,399 | $1.3M |
| Nwam LLC | 0.07% | Add +11.2% | 34,612 | $1.3M |
| Ameritas Advisory Services, LLC | 0.08% | Add +7999.8% | 34,019 | $1.3M |
| Gries Financial LLC | 0.20% | No change | 33,978 | $1.3M |
| Regimen Wealth, LLC | 0.38% | Add +0.3% | 33,561 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.0% | 33,443 | $1.3M |
| 5T Wealth, LLC | 0.55% | Add +31.7% | 33,210 | $1.3M |
| Financial Advocates Investment Management | 0.70% | Reduce -0.7% | 33,078 | $1.3M |
| Mather Group, Llc. | 0.01% | Add +8.3% | 32,745 | $1.2M |
| Interchange Capital Partners, LLC | 0.24% | Add +2.6% | 32,729 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.32% | Add +18.2% | 31,650 | $1.2M |
| First Heartland Consultants, Inc. | 0.10% | Add +2.2% | 31,633 | $1.2M |
| Richmond Investment Services, LLC | 0.21% | Add +106.9% | 30,151 | $1.1M |
| Merkkuri Wealth Advisors LLC | 0.83% | Add +0.5% | 30,056 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | New | 29,733 | $1.1M |
| Vantage Point Financial LLC | 0.43% | Add +9.9% | 29,606 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -0.1% | 29,147 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.26% | Add +118.2% | 28,566 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | New | 27,825 | $1.1M |
| Sutton Place Investors LLC | 0.60% | Add +2.5% | 27,682 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 27,456 | $1.0M |
| Clearview Wealth Advisors LLC | 0.65% | Add +4.4% | 26,932 | $1.0M |
| Brookwood Investment Group LLC | 0.13% | Add +5.1% | 26,272 | $995K |
| Sovereign Financial Group, Inc. | 0.18% | New | 25,904 | $981K |
| Etesian Wealth Advisors, Inc. | 0.31% | Add +38.3% | 24,967 | $945K |
| Caliber Wealth Management, LLC / KS | 0.10% | Add +54.3% | 24,693 | $935K |
| Raleigh Capital Management Inc. | 0.35% | Add +3.3% | 24,611 | $932K |
| Spire Wealth Management | 0.03% | Add +44.0% | 24,142 | $914K |
| Smartleaf Asset Management LLC | 0.06% | Add +2.9% | 24,002 | $906K |
| Absolute Capital Management, LLC | 0.38% | Add +24.2% | 23,712 | $898K |
| World Investment Advisors | 0.02% | Add +3.8% | 23,546 | $891K |
| Sigma Planning Corp | 0.03% | Reduce -0.1% | 23,492 | $889K |
| Tempus Wealth Planning, LLC | 0.20% | Add +28.1% | 22,628 | $857K |
| Signal Advisors Wealth, LLC | 0.08% | Add +4.2% | 22,297 | $844K |
| Frisch Financial Group, Inc. | 0.19% | New | 22,040 | $834K |
| Comerica Bank | 0.00% | Add +21.9% | 21,538 | $815K |
| Rockefeller Capital Management L.P. | 0.00% | New | 21,173 | $802K |
| Maripau Wealth Management LLC | 0.38% | Reduce -3.0% | 20,116 | $762K |
| EWG Elevate Inc. | 0.24% | New | 19,984 | $757K |
| World Equity Group, Inc. | 0.17% | Add +57.9% | 19,345 | $732K |
| Atlatl Advisers LLC | 0.29% | Add +17.9% | 19,274 | $730K |
| RDA Financial Network | 0.17% | Add +4.8% | 18,077 | $684K |
| Arkadios Wealth Advisors | 0.02% | Add +20.6% | 18,067 | $684K |
| Two West Capital Advisors LLC | 0.41% | Add +4.8% | 17,808 | $683K |
| Optivise Advisory Services LLC | 0.41% | New | 17,992 | $681K |
| Creative Financial Designs Inc. | 0.05% | Add +15.2% | 17,869 | $677K |
| Coldstream Capital Management Inc. | 0.01% | Add +26.7% | 17,500 | $663K |
| W Advisors, LLC | 0.35% | Add +0.4% | 17,452 | $661K |
| LGT Financial Advisors LLC | 1.39% | Add +9.9% | 17,069 | $646K |
| Catalina Capital Group, LLC | 0.40% | Add +18.1% | 16,971 | $643K |
| Aspire Private Capital, LLC | 0.14% | Add +0.4% | 16,866 | $639K |
| Renaissance Technologies | 0.00% | Reduce -60.7% | 16,700 | $632K |
| Accelerate Investment Advisors LLC | 0.42% | Add +3.2% | 16,464 | $623K |
| MKT Advisors LLC | 0.23% | Add +4.5% | 16,459 | $623K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | Reduce -1.1% | 16,364 | $619K |
| Beacon Financial Advisory LLC | 0.14% | Add +8.6% | 16,111 | $610K |
| Wedbush Securities Inc. | 0.02% | Add +15.5% | 15,796 | $598K |
| United Advisor Group, LLC | 0.08% | Add +165.0% | 15,788 | $598K |
| Avantra Family Wealth, Inc. | 0.45% | Reduce -1.6% | 15,731 | $596K |
| Mach-1 Financial Group, LLC | 0.10% | New | 15,714 | $595K |
| Integrity Advisory Solutions, LLC | 0.10% | — | 15,714 | $595K |
| Lantern Wealth Advisors, LLC | 0.31% | Add +22.6% | 15,413 | $586K |
| Sound Income Strategies, LLC | 0.03% | Add +18.6% | 15,213 | $578K |
| Resurgent Financial Advisors LLC | 0.28% | Add +0.5% | 15,003 | $568K |
| Kickstand Ventures, Llc. | 0.12% | Add +7.4% | 14,766 | $559K |
| Arete Wealth Advisors, LLC | 0.03% | Add +5.9% | 14,704 | $557K |
| Semus Wealth Partners LLC | 0.31% | Add +15.8% | 14,563 | $551K |
| MN Wealth Advisors, LLC | 0.28% | Add +3.0% | 13,643 | $517K |
| MSH Capital Advisors LLC | 0.14% | Add +77.4% | 13,487 | $511K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.6% | 12,954 | $490K |
| DAVENPORT & Co LLC | 0.00% | Add +4.3% | 12,559 | $475K |
| Hutchens & Kramer Investment Management Group, LLC | 0.19% | Reduce -2.9% | 12,558 | $475K |
| Lifeworks Advisors, LLC | 0.06% | Add +10.9% | 12,448 | $471K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +7.1% | 12,301 | $466K |
| Arcadia Wealth Management, LLC | 0.18% | Add +31.1% | 12,145 | $460K |
| FWG Investments, LLC. | 0.31% | Add +22.3% | 11,805 | $447K |
| JT Stratford LLC | 0.06% | Reduce -0.6% | 11,784 | $446K |
| Private Trust Co. NA | 0.04% | Add +15.1% | 11,708 | $443K |
| Advyzon Investment Management, LLC | 0.08% | Add +105.6% | 11,569 | $438K |
| Alterna Wealth Management, Inc. | 0.35% | Add +32.3% | 11,299 | $428K |
| Western Wealth Management, LLC | 0.02% | New | 10,925 | $414K |
| VestGen Investment Management | 0.25% | Add +7.9% | 10,842 | $410K |
| Magnus Financial Group LLC | 0.03% | Add +4.4% | 10,830 | $410K |
| Fulcrum Equity Management | 0.41% | Add +21.1% | 10,745 | $407K |
| Fortis Capital Advisors, LLC | 0.06% | New | 10,517 | $398K |
| Belpointe Asset Management LLC | 0.02% | New | 10,517 | $398K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +36.1% | 10,396 | $394K |
| Northwest Capital Management Inc | 0.40% | Reduce -27.8% | 10,143 | $384K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +70.8% | 10,060 | $381K |
| Freedom Investment Management, Inc. | 0.10% | Reduce -40.7% | 9,777 | $370K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +26.1% | 9,520 | $360K |
| Argent Trust Co | 0.01% | Add +55.5% | 9,459 | $358K |
| Sowell Financial Services LLC | 0.01% | Add +5.0% | 9,381 | $355K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Add +35.8% | 9,325 | $353K |
| Transamerica Financial Advisors, LLC | 0.03% | New | 9,208 | $349K |
| Lloyd Advisory Services, LLC. | 0.16% | Reduce -0.2% | 8,746 | $331K |
| Blue Capital, Inc. | 0.24% | New | 8,452 | $320K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,219 | $310K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.6% | 8,183 | $310K |
| PUREfi Wealth, LLC | 0.23% | Reduce -3.1% | 8,027 | $304K |
| Consolidated Portfolio Review Corp | 0.04% | Add +18.0% | 7,791 | $295K |
| Elevated Capital Advisors, LLC | 0.07% | New | 7,735 | $293K |
| Concorde Asset Management, LLC | 0.12% | — | 7,683 | $291K |
| BAM Wealth Management, LLC | 0.23% | — | 7,683 | $291K |
| Cooper Financial Group | 0.03% | Add +16.4% | 7,579 | $287K |
| Cary Street Partners Investment Advisory LLC | 0.12% | Add +5.0% | 7,535 | $285K |
| Focus Partners Wealth | 0.00% | No change | 7,531 | $285K |
| GWN Securities Inc. | 0.07% | Add +12.3% | 7,474 | $284K |
| Imprint Wealth LLC | 0.90% | — | 7,421 | $281K |
| OMNI 360 Wealth, Inc. | 0.15% | New | 6,903 | $261K |
| FLP Wealth Management, LLC | 0.70% | Reduce -28.3% | 6,581 | $249K |
| Sax Wealth Advisors, LLC | 0.01% | New | 6,491 | $246K |
| Cape Investment Advisory, Inc. | 0.24% | Add +35.1% | 6,420 | $243K |
| Pinnacle Family Advisors, LLC | 0.10% | Add +0.5% | 6,335 | $240K |
| Golden State Wealth Management, LLC | 0.03% | Add +22.6% | 6,270 | $237K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.0% | 5,889 | $223K |
| Empirical Asset Management, LLC | 0.06% | New | 5,858 | $222K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -0.8% | 5,835 | $221K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -46.4% | 5,699 | $220K |
| Kestra Investment Management, LLC | 0.01% | New | 5,420 | $205K |
| Leavell Investment Management, Inc. | 0.01% | New | 5,306 | $201K |
| Wells Financial Advisors INC | 0.24% | Add +259.0% | 4,775 | $181K |
| Wells Fargo & Company | 0.00% | Add +1009.5% | 4,449 | $168K |
| New Republic Capital, LLC | 0.05% | Reduce -6.9% | 4,105 | $155K |
| Jones Financial Companies LLLP | 0.00% | New | 3,048 | $115K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 2,326 | $88K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,288 | $87K |
| Team Financial Group, LLC | 0.03% | Add +12.2% | 1,792 | $68K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.8% | 1,719 | $65K |
| Harbor Investment Advisory, LLC | 0.01% | Add +1.7% | 1,655 | $63K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +8.3% | 1,327 | $50K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2738.6% | 1,249 | $47K |
| Family Legacy Financial Solutions, LLC | 0.04% | New | 1,226 | $46K |
| Clark Wealth Partners | 0.02% | New | 990 | $38K |
| Lanark Financial, Inc. | 0.00% | New | 958 | $36K |
| Ameriflex Group, Inc. | 0.01% | Reduce -52.5% | 898 | $34K |
| United Financial Planning Group LLC | 0.02% | — | 717 | $27K |
| Bank of Montreal | 0.00% | New | 662 | $25K |
| Qube Research & Technologies Ltd | 0.00% | New | 625 | $24K |
| MCF Advisors LLC | 0.00% | New | 616 | $23K |
| Rossby Financial, LCC | 0.00% | New | 375 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | New | 237 | $9K |
| Citigroup Inc. | 0.00% | Add +11650.0% | 235 | $9K |
| Investors Research Corp | 0.00% | New | 228 | $9K |
| Allworth Financial LP | 0.00% | New | 226 | $9K |
| Founders Financial Alliance, LLC | 0.00% | New | 190 | $7K |
| Fifth Third Bancorp | 0.00% | Reduce -94.2% | 162 | $6K |
| Wealth Watch Advisors, INC | 0.00% | New | 96 | $4K |
| Park Place Capital Corp | 0.00% | New | 82 | $3K |
| Chapman Financial Group, LLC | 0.00% | New | 81 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 65 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 45 | $2K |
| Chelsea Counsel Co. | 0.00% | New | 29 | $1K |
| Larson Financial Group LLC | 0.00% | New | 29 | $1K |
| Crewe Advisors LLC | 0.00% | New | 28 | $1K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -88.3% | 27 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 26 | $985 |
| Lowe Wealth Advisors, LLC | 0.00% | New | 24 | $909 |
| NBT Bank, N.A. | 0.00% | New | 38 | $644 |
| Guerra Advisors Inc | 0.00% | New | 3 | $114 |
| Avion Wealth | 0.00% | New | 6 | $0 |
"% 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.