iShares U.S. Thematic RotatiTHROETF
13F holders, Q4 2025 (December 31)451holders +78
67new positions
19sold out
2famous investors
$38.56avg. 13F price*
At the end of Q4 2025, 451 institutions reported holding iShares U.S. Thematic Rotati (THRO) in their 13F filings, up 78 from Q3 2025. 67 opened new positions and 19 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), LPL Financial LLC ($785.7M) and BlackRock, Inc. ($497.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares U.S. Thematic Rotati
- Filed as
- BLACKROCK ETF TRUST (Q4 2025)
- CUSIP
- 09290C806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $48.8M |
| Exits | 19 | $194.1M |
All 13F filers, Q3 2025 → Q4 2025: 18,696,167 shares bought and 5,866,808 shares sold, net +12,829,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 451 holders
| Envestnet Asset Management Inc. | 0.57% | Reduce -0.3% | 49,825,081 | $1.9B |
| LPL Financial LLC | 0.21% | Add +10.1% | 20,374,968 | $785.7M |
| BlackRock, Inc. | 0.01% | Add +58.5% | 12,907,761 | $497.7M |
| JPMorgan Chase & Co. | 0.03% | Add +3.4% | 10,647,530 | $410.6M |
| Morgan Stanley | 0.01% | Add +24.3% | 5,722,190 | $220.6M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Add +5.2% | 4,775,272 | $184.1M |
| MML Investors Services, LLC | 0.43% | Add +19.9% | 4,602,075 | $177.5M |
| Cetera Investment Advisers | 0.16% | Add +7.9% | 3,908,631 | $150.7M |
| NewEdge Advisors, LLC | 0.50% | Add +14.3% | 3,569,189 | $137.6M |
| Cwm, LLC | 0.34% | Add +1.6% | 3,261,677 | $125.8M |
| Bank of America Corp. | 0.01% | Add +6.7% | 3,196,432 | $123.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +63.1% | 2,631,300 | $101.5M |
| Janney Montgomery Scott LLC | 0.22% | Add +2.2% | 2,533,088 | $97.7M |
| Ameriprise Financial Inc. | 0.02% | Add +74.0% | 2,347,092 | $90.5M |
| Bank of New York Mellon Corp | 0.02% | Add +8.6% | 2,333,235 | $90.0M |
| Sofi Wealth, LLC | 4.07% | Add +6.6% | 2,118,592 | $81.7M |
| Sanctuary Advisors, LLC | 0.41% | Add +6.3% | 1,965,140 | $75.8M |
| JB Capital LLC | 2.80% | Add +4.0% | 1,776,121 | $68.5M |
| Merit Financial Group, LLC | 0.55% | Add +17.3% | 1,775,454 | $68.5M |
| Foundations Investment Advisors, LLC | 0.84% | Add +8.4% | 1,653,979 | $63.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +14.6% | 1,428,117 | $55.1M |
| United Capital Financial Advisors, LLC | 0.29% | Add +2.5% | 1,250,962 | $48.2M |
| Advocacy Wealth Management, LLC | 1.84% | Add +4.8% | 1,142,042 | $44.0M |
| Thrivent Financial for Lutherans | 0.08% | Add +7.9% | 1,077,727 | $41.9M |
| Stifel Financial Corp. | 0.03% | Add +10.2% | 963,086 | $37.1M |
| Goldstein Advisors, LLC | 3.61% | Add +9.5% | 822,446 | $31.7M |
| Osaic Holdings, Inc. | 0.05% | Add +11.9% | 801,893 | $30.9M |
| AE Wealth Management LLC | 0.18% | Add +3.7% | 799,865 | $30.8M |
| Ascent Group, LLC | 0.98% | Add +2.2% | 743,855 | $28.7M |
| Austin Private Wealth, LLC | 2.13% | Add +3.1% | 738,477 | $28.5M |
| Atria Investments, Inc | 0.31% | Add +7.0% | 705,706 | $27.2M |
| Royal Bank of Canada | 0.00% | Add +32.8% | 622,256 | $24.0M |
| Truist Financial Corp. | 0.03% | Add +5.4% | 611,906 | $23.6M |
| Icon Wealth Advisors, LLC | 1.51% | Add +4.6% | 588,559 | $22.7M |
| CreativeOne Wealth, LLC | 0.55% | Add +3.5% | 586,877 | $22.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.31% | Add +21.8% | 568,055 | $21.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +11.1% | 537,699 | $20.7M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -9.6% | 511,964 | $19.7M |
| Mariner, LLC | 0.02% | Add +30.4% | 507,982 | $19.6M |
| Scarborough Advisors, LLC | 3.24% | Add +1.7% | 498,031 | $19.2M |
| Sharkey, Howes & Javer | 2.44% | Add +8.5% | 497,632 | $19.2M |
| US Bancorp \de | 0.02% | Add +4.9% | 479,005 | $18.5M |
| MA Private Wealth | 3.07% | Reduce -0.1% | 477,809 | $18.4M |
| Private Advisor Group, LLC | 0.08% | Add +108.8% | 459,060 | $17.7M |
| McMorgan & Co. LLC | 2.86% | Reduce -0.8% | 448,153 | $17.3M |
| IHT Wealth Management, LLC | 0.41% | Add +9.6% | 441,060 | $17.0M |
| West Wealth Group, LLC | 3.49% | Add +7.5% | 436,315 | $16.8M |
| Mgo One Seven LLC | 0.31% | Add +59.6% | 399,080 | $15.4M |
| Stone House Investment Management, LLC | 2.37% | Add +2.1% | 395,123 | $15.2M |
| SteelPeak Wealth, LLC | 0.49% | Reduce -0.2% | 389,865 | $15.0M |
| Eq LLC | 4.31% | Add +15.4% | 387,278 | $14.9M |
| CFS Investment Advisory Services, LLC | 1.09% | Add +0.8% | 386,702 | $14.9M |
| KWB Wealth | 1.38% | Add +13.5% | 377,437 | $14.6M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +12.6% | 375,408 | $14.5M |
| Horst & Graben Wealth Management LLC | 2.18% | Add +3.3% | 375,335 | $14.5M |
| Perigon Wealth Management, LLC | 0.26% | Add +18.8% | 370,715 | $14.3M |
| Shepherd Financial Partners LLC | 1.25% | Add +1.7% | 349,279 | $13.5M |
| Security Financial Services, INC. | 2.10% | Add +2.2% | 347,542 | $13.4M |
| Farther Finance Advisors, LLC | 0.14% | Add +32.9% | 342,503 | $13.2M |
| High Falls Advisors, Inc | 2.63% | Add +2.2% | 336,400 | $13.0M |
| Triad Wealth Partners, LLC | 1.20% | Add +27.8% | 328,255 | $12.7M |
| One Wealth Advisors, LLC | 1.50% | Add +5.5% | 317,434 | $12.2M |
| Integrity Alliance, Llc. | 0.43% | Add +5.9% | 305,200 | $11.8M |
| Wealth Alliance, LLC | 1.12% | Add +6.9% | 295,874 | $11.4M |
| Physician Wealth Advisors, Inc. | 1.58% | Add +4.6% | 294,828 | $11.4M |
| Ewa, LLC | 2.78% | Add +3.2% | 294,714 | $11.4M |
| Kelly Financial Services LLC | 2.77% | Add +1.9% | 286,841 | $11.1M |
| PAX Financial Group, LLC | 1.85% | Add +14.0% | 278,762 | $10.7M |
| Strategic Blueprint, LLC | 0.63% | Add +0.8% | 275,894 | $10.6M |
| Stokes Family Office, LLC | 0.95% | Add +3.5% | 269,209 | $10.4M |
| Stonebrook Private Inc. | 2.15% | New | 266,599 | $10.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.23% | — | 263,813 | $10.2M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +12.2% | 258,769 | $10.0M |
| Keystone Financial Services | 2.97% | Add +2.9% | 255,384 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Add +87.1% | 254,265 | $9.8M |
| Trek Financial, LLC | 0.55% | Add +6.4% | 246,698 | $9.5M |
| Embree Financial Group | 1.15% | Add +54.1% | 241,796 | $9.3M |
| Cypress Wealth Services, LLC | 1.19% | Add +13.0% | 222,410 | $8.6M |
| ONE Advisory Partners, LLC | 2.57% | Add +1.0% | 221,121 | $8.5M |
| Swmg, LLC | 2.36% | Add +6.8% | 219,212 | $8.5M |
| Beacon Financial Group | 0.84% | Add +6.1% | 219,242 | $8.5M |
| Keystone Financial Group | 0.62% | Add +4.0% | 218,127 | $8.4M |
| Equitable Holdings, Inc. | 0.06% | Add +4.4% | 215,314 | $8.3M |
| Kilter Group LLC | 3.68% | Add +5.4% | 214,939 | $8.3M |
| Midwest Capital Advisors, LLC | 3.90% | Add +2.7% | 211,376 | $8.2M |
| ShoreHaven Wealth Partners, LLC | 2.90% | Add +3.3% | 209,033 | $8.1M |
| Tsfg, LLC | 1.18% | Add +18.1% | 204,783 | $7.9M |
| Tidemark, LLC | 2.24% | Add +7.4% | 204,136 | $7.9M |
| Legacy Financial Group LLC | 0.94% | Add +3.2% | 199,795 | $7.6M |
| Vise Technologies, Inc. | 0.15% | Add +55.0% | 197,691 | $7.6M |
| &partners | 0.04% | Add +39.9% | 196,059 | $7.6M |
| Menora Mivtachim Holdings LTD. | 0.04% | Add +10.4% | 192,892 | $7.4M |
| Regal Investment Advisors LLC | 0.44% | Add +20.8% | 191,753 | $7.4M |
| Brookstone Capital Management | 0.08% | Add +10.3% | 190,516 | $7.3M |
| Blue Trust, Inc. | 0.08% | Reduce -6.6% | 188,483 | $7.3M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +6.2% | 187,118 | $7.2M |
| Rothschild Wealth LLC | 0.69% | Add +4.2% | 185,776 | $7.2M |
| Claro Advisors Inc. | 0.97% | Add +14.3% | 185,340 | $7.1M |
| Sovran Advisors, LLC | 0.60% | Add +2.5% | 181,727 | $7.1M |
| Assetmark, Inc. | 0.01% | Add +8.8% | 175,822 | $6.8M |
"% 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.