iShares U.S. Thematic RotatiTHROETF
13F holders, Q1 2026 (March 31)475holders +24
58new positions
33sold out
2famous investors
$36.22avg. 13F price*
At the end of Q1 2026, 475 institutions reported holding iShares U.S. Thematic Rotati (THRO) in their 13F filings, up 24 from Q4 2025. 58 opened new positions and 33 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), LPL Financial LLC ($807.3M) and BlackRock, Inc. ($450.2M). 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 (Q1 2026)
- CUSIP
- 09290C806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $235.1M |
| Exits | 33 | $23.0M |
All 13F filers, Q4 2025 → Q1 2026: 28,530,492 shares bought and 2,441,423 shares sold, net +26,089,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 475 holders
| Envestnet Asset Management Inc. | 0.53% | Add +10.5% | 55,045,916 | $2.0B |
| LPL Financial LLC | 0.21% | Add +9.4% | 22,288,405 | $807.3M |
| BlackRock, Inc. | 0.01% | Reduce -3.7% | 12,428,888 | $450.2M |
| JPMorgan Chase & Co. | 0.03% | Add +8.0% | 11,502,104 | $403.7M |
| Morgan Stanley | 0.01% | Add +19.0% | 6,806,956 | $246.5M |
| Park Avenue Securities LLC | 1.40% | New | 4,942,233 | $179.0M |
| Envestnet Portfolio Solutions, Inc. | 0.94% | Reduce -1.4% | 4,706,059 | $170.5M |
| MML Investors Services, LLC | 0.45% | Reduce -3.1% | 4,457,803 | $161.5M |
| Cetera Investment Advisers | 0.16% | Add +7.4% | 4,197,789 | $152.0M |
| NewEdge Advisors, LLC | 0.51% | Add +8.6% | 3,875,370 | $140.4M |
| Bank of America Corp. | 0.01% | Add +14.1% | 3,647,639 | $132.1M |
| Cwm, LLC | 0.31% | Add +0.1% | 3,266,015 | $118.3M |
| Ameriprise Financial Inc. | 0.03% | Add +29.9% | 3,047,617 | $110.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +14.6% | 3,015,285 | $109.2M |
| Janney Montgomery Scott LLC | 0.25% | Add +8.2% | 2,740,311 | $99.3M |
| Bank of New York Mellon Corp | 0.02% | Add +11.7% | 2,606,084 | $94.4M |
| Sofi Wealth, LLC | 4.02% | Add +8.8% | 2,305,676 | $83.5M |
| Sanctuary Advisors, LLC | 0.42% | Add +8.1% | 2,123,956 | $76.9M |
| Merit Financial Group, LLC | 0.56% | Add +16.3% | 2,065,477 | $74.8M |
| JB Capital LLC | 2.76% | Add +6.4% | 1,890,093 | $68.5M |
| Foundations Investment Advisors, LLC | 0.83% | Add +11.9% | 1,851,404 | $67.1M |
| Commonwealth Equity Services, LLC | 0.08% | Add +7.0% | 1,527,728 | $55.3M |
| United Capital Financial Advisors, LLC | 0.28% | Add +0.6% | 1,258,967 | $45.6M |
| Advocacy Wealth Management, LLC | 1.95% | Add +6.7% | 1,218,807 | $44.1M |
| Arax Advisory Partners | 1.16% | Add +7971.9% | 1,130,140 | $40.9M |
| Vestmark Advisory Solutions, Inc. | 0.45% | Add +2458.9% | 1,117,676 | $40.5M |
| Stifel Financial Corp. | 0.04% | Add +10.3% | 1,061,856 | $38.5M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -3.8% | 1,037,217 | $37.3M |
| Goldstein Advisors, LLC | 3.61% | Add +9.1% | 897,320 | $32.5M |
| Osaic Holdings, Inc. | 0.05% | Add +10.0% | 881,803 | $31.9M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +224.9% | 840,632 | $30.4M |
| AE Wealth Management LLC | 0.16% | Add +4.0% | 831,845 | $30.1M |
| Ascent Group, LLC | 0.99% | Add +5.9% | 787,796 | $28.5M |
| Atria Investments, Inc | 0.31% | Add +9.7% | 774,418 | $28.0M |
| Cerity Partners LLC | 0.04% | New | 760,984 | $27.6M |
| Icon Wealth Advisors, LLC | 1.76% | Add +14.2% | 672,284 | $27.1M |
| Royal Bank of Canada | 0.00% | Add +7.1% | 666,643 | $24.1M |
| CreativeOne Wealth, LLC | 0.54% | Add +9.4% | 641,918 | $23.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.30% | Add +10.9% | 629,862 | $22.8M |
| Truist Financial Corp. | 0.03% | Add +2.5% | 627,402 | $22.7M |
| Integrated Wealth Concepts LLC | 0.18% | Add +21.2% | 620,592 | $22.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +12.5% | 604,706 | $21.9M |
| Raymond James Financial Inc. | 0.01% | Add +135.8% | 599,450 | $21.7M |
| IHT Wealth Management, LLC | 0.44% | Add +18.7% | 523,659 | $19.0M |
| Sharkey, Howes & Javer | 2.53% | Add +4.0% | 517,628 | $18.7M |
| Private Advisor Group, LLC | 0.09% | Add +10.5% | 507,069 | $18.4M |
| Triad Wealth Partners, LLC | 1.43% | Add +52.1% | 499,177 | $18.1M |
| Wells Fargo & Company | 0.00% | Add +214.9% | 496,548 | $18.0M |
| Scarborough Advisors, LLC | 1.94% | Reduce -1.5% | 490,399 | $17.8M |
| MA Private Wealth | 2.97% | Add +1.3% | 484,110 | $17.5M |
| Mgo One Seven LLC | 0.35% | Add +20.8% | 482,027 | $17.5M |
| Mariner, LLC | 0.02% | Reduce -6.5% | 474,852 | $17.2M |
| West Wealth Group, LLC | 3.37% | Add +7.9% | 470,728 | $17.0M |
| McMorgan & Co. LLC | 2.68% | Add +2.0% | 457,206 | $16.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +183.7% | 442,798 | $16.0M |
| Horst & Graben Wealth Management LLC | 2.19% | Add +5.1% | 394,481 | $16.0M |
| CFS Investment Advisory Services, LLC | 1.08% | Add +1.1% | 390,981 | $15.6M |
| Eq LLC | 4.35% | Add +10.1% | 426,273 | $15.4M |
| Stone House Investment Management, LLC | 2.70% | Add +5.2% | 415,525 | $15.1M |
| Perigon Wealth Management, LLC | 0.26% | Add +8.1% | 400,709 | $14.5M |
| KWB Wealth | 1.42% | Reduce -1.3% | 372,521 | $14.4M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +3.0% | 386,483 | $14.0M |
| Farther Finance Advisors, LLC | 0.13% | Add +6.8% | 365,829 | $13.4M |
| Shepherd Financial Partners LLC | 1.27% | Add +5.4% | 368,219 | $13.3M |
| SteelPeak Wealth, LLC | 0.41% | Reduce -6.8% | 363,538 | $13.2M |
| Security Financial Services, INC. | 2.04% | Add +2.4% | 356,032 | $12.9M |
| Embree Financial Group | 1.46% | Add +41.6% | 342,463 | $12.4M |
| Wealth Alliance, LLC | 1.21% | Add +14.7% | 339,269 | $12.3M |
| One Wealth Advisors, LLC | 1.52% | Add +6.4% | 337,815 | $12.2M |
| Integrity Alliance, Llc. | 0.46% | Add +9.1% | 332,831 | $12.1M |
| Equitable Holdings, Inc. | 0.08% | Add +54.4% | 332,537 | $12.0M |
| Physician Wealth Advisors, Inc. | 1.59% | Add +6.8% | 314,985 | $11.4M |
| PAX Financial Group, LLC | 1.89% | Add +9.8% | 305,939 | $11.1M |
| McKinley Carter Wealth Services, Inc. | 0.63% | Add +380.2% | 299,739 | $10.9M |
| Kelly Financial Services LLC | 2.62% | Add +4.5% | 299,604 | $10.8M |
| Frisch Financial Group, Inc. | 2.20% | Add +663.2% | 290,215 | $10.5M |
| Strategic Blueprint, LLC | 0.61% | Add +5.1% | 289,984 | $10.5M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.21% | Add +9.4% | 288,507 | $10.5M |
| &partners | 0.05% | Add +44.6% | 283,515 | $10.3M |
| Keystone Financial Services | 2.96% | Add +9.0% | 278,423 | $10.1M |
| Trek Financial, LLC | 0.53% | Add +12.0% | 276,332 | $10.0M |
| Stonebrook Private Inc. | 2.07% | Add +0.8% | 268,622 | $9.7M |
| Stokes Family Office, LLC | 0.93% | Reduce -7.7% | 248,512 | $9.0M |
| Cypress Wealth Services, LLC | 1.25% | Add +9.7% | 243,871 | $8.8M |
| Diversify Wealth Management, LLC | 0.16% | Add +40.6% | 216,546 | $8.7M |
| Keystone Financial Group | 0.59% | Add +8.8% | 237,334 | $8.6M |
| Kilter Group LLC | 3.69% | Add +9.7% | 235,781 | $8.5M |
| Menora Mivtachim Holdings LTD. | 0.04% | Add +21.1% | 233,562 | $8.5M |
| Beacon Financial Group | 0.84% | Add +6.1% | 232,674 | $8.4M |
| Swmg, LLC | 2.40% | Add +5.7% | 231,715 | $8.4M |
| Liberty Wealth Management LLC | 1.04% | Add +85.2% | 228,895 | $8.3M |
| Tidemark, LLC | 2.09% | Add +11.3% | 227,140 | $8.2M |
| ONE Advisory Partners, LLC | 2.52% | Add +2.1% | 225,851 | $8.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +859.9% | 217,478 | $8.0M |
| Tsfg, LLC | 1.21% | Add +7.3% | 219,755 | $8.0M |
| ShoreHaven Wealth Partners, LLC | 2.86% | Add +5.1% | 219,700 | $8.0M |
| Gateway Wealth Partners, LLC | 0.31% | Add +218.6% | 219,604 | $8.0M |
| Sovran Advisors, LLC | 0.62% | Add +6.9% | 194,269 | $7.9M |
| Midwest Capital Advisors, LLC | 3.69% | Add +3.1% | 218,014 | $7.9M |
| Legacy Financial Group LLC | 0.99% | Add +8.4% | 216,682 | $7.8M |
"% 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.