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iShares U.S. Thematic Rotation Active ETF (THRO) Institutional Ownership

iShares U.S. Thematic Rotation Active ETF logo
$41.31 +0.60 (+1.47%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Thematic Rotation Active ETF (NYSEARCA:THRO)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$548.35M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.77M
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Skip Chart & View Institutional Buying and Selling Data

THRO Institutional Buying and Selling by Quarter

iShares U.S. Thematic Rotation Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp2,606,084$94.39M0.0%+11.7%1.287%
5/5/2026 Mosaic Advisors LLC8,121$294K0.4%N/A0.004%
5/4/2026 Northland Securities Inc.13,510$489K0.5%+19.6%0.007%
4/30/2026 Beacon Financial Group232,674$8.43M0.8%+6.1%0.115%
4/28/2026 Bogart Wealth LLC854$31K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors44,288$1.60M0.1%N/A0.022%
4/27/2026 Sound Income Strategies LLC13,040$478K0.0%+2.8%0.006%
4/22/2026 Janney Montgomery Scott LLC2,740,311$99.25M0.2%+8.2%1.365%
4/22/2026 Venturi Wealth Management LLC37,928$1.37M0.1%N/A0.019%
4/17/2026 AdvisorNet Financial Inc2,150$78K0.0%-13.2%0.001%
2/17/2026Imprint Wealth LLC9,042$349K1.6%+21.8%0.005%
2/17/2026Advisory Services Network LLC82,038$3.16M0.0%+6.0%0.043%
2/16/2026Icon Wealth Advisors LLC588,559$22.70M1.5%+4.6%0.312%
2/13/2026Gen Wealth Partners Inc127,781$4.93M0.7%+12.3%0.068%
2/12/2026 Mosley Wealth Management43,538$1.66M0.8%N/A0.023%
2/11/2026 Janney Montgomery Scott LLC2,533,088$97.68M0.2%+2.2%1.341%
2/11/2026Commonwealth Retirement Investments LLC44,556$1.72M0.6%+10.5%0.024%
2/11/2026JPMorgan Chase & Co.10,647,530$410.57M0.0%+3.4%5.638%
2/11/2026Parallel Advisors LLC49,810$1.92M0.0%-14.1%0.026%
2/11/2026 Continuum Advisory LLC5,462$211K0.0%N/A0.003%
2/10/2026Bank of New York Mellon Corp2,333,235$89.97M0.0%+8.6%1.235%
2/10/2026Twin Peaks Wealth Advisors LLC106,317$4.14M1.2%+19.0%0.056%
2/9/2026 Cary Street Partners Investment Advisory LLC15,925$614K0.2%+111.3%0.008%
2/9/2026Atlatl Advisers LLC21,814$841K0.3%+13.2%0.012%
2/6/2026EverSource Wealth Advisors LLC7,879$304K0.0%-3.7%0.004%
2/6/2026 Magnolia Private Wealth LLC12,335$476K0.3%N/A0.007%
2/6/2026 Creative Financial Designs Inc. ADV18,639$719K0.0%+4.3%0.010%
2/5/2026 Legacy Financial Group LLC199,795$7.64M0.9%+3.2%0.106%
2/2/2026 Bay Harbor Wealth Management LLC158,373$6.11M1.6%+3.5%0.084%
2/2/2026Ashton Thomas Securities LLC74,026$2.85M0.5%+0.5%0.039%
2/2/2026Cornerstone Planning Group LLC57,642$2.27M0.4%+7.9%0.031%
2/2/2026 MN Wealth Advisors LLC14,326$552K0.3%+5.0%0.008%
2/2/2026Wells Financial Advisors INC3,670$142K0.3%-23.1%0.002%
1/30/2026 Strategic Blueprint LLC275,894$10.64M0.6%+0.8%0.147%
1/29/2026Kickstand Ventures LLC.19,600$756K0.2%+32.7%0.010%
1/23/2026 Farther Finance Advisors LLC342,503$13.21M0.1%+32.9%0.183%
1/23/2026Transcend Capital Advisors LLC20,831$803K0.1%-28.5%0.011%
1/23/2026 Gilliland Jeter Wealth Management LLC12,204$471K0.1%+30.9%0.007%
1/23/2026 Northland Securities Inc.11,295$436K0.4%N/A0.006%
1/21/2026 Sound Income Strategies LLC12,679$496K0.0%-16.7%0.007%
1/14/2026ORG Partners LLC116,398$4.49M0.8%-17.8%0.063%
1/13/2026 Team Financial Group LLC2,124$82K0.0%+18.5%0.001%
1/13/2026 CoreCap Advisors LLC67,808$2.62M0.1%+39.7%0.037%
11/17/2025United Capital Financial Advisors LLC1,220,914$46.22M0.3%+2.0%0.721%
11/17/2025Kickstand Ventures LLC.14,766$559K0.1%+7.4%0.009%
11/17/2025Ameriprise Financial Inc.1,349,144$51.08M0.0%N/A0.797%
11/14/2025Imprint Wealth LLC7,421$281K0.9%N/A0.004%
11/14/2025Redwood Investment Management LLC44,604$1.69M0.2%+14.8%0.026%
11/14/2025United Financial Planning Group LLC717$27K0.0%N/A0.000%
11/13/2025Parallel Advisors LLC57,979$2.20M0.0%+5,170.8%0.034%
11/12/2025 Creative Financial Designs Inc. ADV17,869$677K0.0%+15.2%0.011%
11/10/2025 Cary Street Partners Investment Advisory LLC7,535$285K0.1%+5.0%0.004%
11/7/2025JPMorgan Chase & Co.10,294,011$389.73M0.0%+2.7%6.080%
11/4/2025Cornerstone Planning Group LLC53,442$2.06M0.2%+8,396.3%0.032%
11/4/2025Commonwealth Retirement Investments LLC40,308$1.53M0.5%+8.1%0.024%
11/4/2025Atlatl Advisers LLC19,274$730K0.3%+17.9%0.011%
10/30/2025Twin Peaks Wealth Advisors LLC89,328$3.38M1.2%+6.0%0.053%
10/29/2025Arkadios Wealth Advisors18,067$684K0.0%+20.6%0.011%
10/28/2025Leavell Investment Management Inc.5,306$201K0.0%N/A0.003%
10/28/2025 Gilliland Jeter Wealth Management LLC9,325$353K0.1%+35.8%0.006%
10/24/2025ORG Partners LLC141,639$5.41M1.0%+6.4%0.085%
10/23/2025 Kingswood Wealth Advisors LLC9,520$360K0.0%+26.1%0.006%
10/23/2025 Strategic Blueprint LLC273,820$10.37M0.5%+8.4%0.164%
10/22/2025 CoreCap Advisors LLC48,554$1.84M0.1%+22.1%0.029%
10/21/2025 MN Wealth Advisors LLC13,643$517K0.3%+3.1%0.008%
10/20/2025Wells Financial Advisors INC4,775$181K0.2%+259.0%0.003%
10/14/2025 Farther Finance Advisors LLC257,629$9.75M0.1%+40.0%0.156%
10/10/2025 Sound Income Strategies LLC15,213$578K0.0%+18.6%0.009%
10/9/2025 Bay Harbor Wealth Management LLC153,068$5.80M1.6%+1.0%0.094%
10/7/2025 Family Legacy Financial Solutions LLC1,226$46K0.0%N/A0.001%
8/13/2025 Cary Street Partners Investment Advisory LLC7,173$255K0.1%N/A0.005%
8/13/2025EverSource Wealth Advisors LLC8,051$286K0.0%N/A0.006%
8/13/2025Twin Peaks Wealth Advisors LLC84,291$3.10M1.0%N/A0.060%
8/12/2025Maripau Wealth Management LLC20,740$737K0.4%N/A0.015%
8/12/2025JPMorgan Chase & Co.10,021,047$356.55M0.0%+241.4%7.194%
8/6/2025First Horizon Advisors Inc.148,997$5.30M0.1%+811.7%0.107%
8/5/2025Commonwealth Retirement Investments LLC37,273$1.33M0.5%N/A0.027%
8/5/2025Bank of New York Mellon Corp2,009,950$71.51M0.0%+4,690.3%1.443%
8/4/2025 Creative Financial Designs Inc. ADV15,518$552K0.0%N/A0.011%
8/4/2025Arkadios Wealth Advisors14,985$533K0.0%N/A0.011%
8/1/2025Transcend Capital Advisors LLC29,178$1.04M0.1%N/A0.021%
7/31/2025Atlatl Advisers LLC16,341$581K0.3%N/A0.012%
7/31/2025 MN Wealth Advisors LLC13,239$471K0.3%N/A0.010%
7/30/2025 Strategic Blueprint LLC252,683$8.99M0.4%+966.4%0.181%
7/25/2025Wells Financial Advisors INC1,330$47K0.1%N/A0.001%
7/24/2025 Gilliland Jeter Wealth Management LLC6,866$244K0.1%N/A0.005%
7/23/2025 Kingswood Wealth Advisors LLC7,552$269K0.0%N/A0.005%
7/22/2025Duncan Williams Asset Management LLC13,745$489K0.1%N/A0.010%
7/22/2025Kickstand Ventures LLC.13,745$489K0.1%N/A0.010%
7/22/2025 Bay Harbor Wealth Management LLC151,613$5.39M1.6%N/A0.109%
7/17/2025 Janney Montgomery Scott LLC1,740,727$61.94M0.2%N/A1.255%
7/17/2025 Sound Income Strategies LLC12,829$456K0.0%N/A0.009%
7/16/2025ORG Partners LLC133,063$4.72M1.0%+55.9%0.096%
7/14/2025 AdvisorNet Financial Inc2,315$82K0.0%N/A0.002%
7/11/2025 Farther Finance Advisors LLC183,971$6.55M0.1%+302.6%0.134%
7/8/2025Parallel Advisors LLC1,100$39K0.0%N/A0.001%
7/1/2025 Harbor Investment Advisory LLC1,627$58K0.0%N/A0.001%
5/13/2025Gen Wealth Partners Inc25,427$806K0.3%N/A0.143%
4/29/2025Bank of New York Mellon Corp41,959$1.33M0.0%N/A0.246%
4/29/2025Strategic Blueprint LLC23,695$751K0.0%N/A0.139%


THRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of THRO shares?

During the previous two years, 51 institutional investors and hedge funds held shares of iShares U.S. Thematic Rotation Active ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($410.57M), Janney Montgomery Scott LLC ($99.25M), Bank of New York Mellon Corp ($94.39M), Ameriprise Financial Inc. ($51.08M), United Capital Financial Advisors LLC ($46.22M), Icon Wealth Advisors LLC ($22.70M), and Farther Finance Advisors LLC ($13.21M).Learn more on iShares U.S. Thematic Rotation Active ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Thematic Rotation Active ETF's stock?

Of the 51 institutional investors that purchased iShares U.S. Thematic Rotation Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($7.71M), Bank of New York Mellon Corp ($2.47M), Janney Montgomery Scott LLC ($2.00M), Ameriprise Financial Inc. ($1.35M), Farther Finance Advisors LLC ($296.80K), Strategic Blueprint LLC ($275.89K), and Bay Harbor Wealth Management LLC ($158.37K).

How much institutional buying is happening at iShares U.S. Thematic Rotation Active ETF?

Institutional investors have bought a total of 15,207,841 shares in the last 24 months. This purchase volume represents approximately $548.35M in transactions.

Which of iShares U.S. Thematic Rotation Active ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares U.S. Thematic Rotation Active ETF stock in the last 24 months: ORG Partners LLC ($25.24K), Transcend Capital Advisors LLC ($8.32K), Parallel Advisors LLC ($8.17K), Sound Income Strategies LLC ($2.53K), Wells Financial Advisors INC ($1.11K), AdvisorNet Financial Inc ($327.00), and EverSource Wealth Advisors LLC ($304.00).

How much institutional selling is happening at iShares U.S. Thematic Rotation Active ETF?

Institutional investors have sold a total of 45,996 shares in the last 24 months. This volume of shares sold represents approximately $1.77M in transactions.


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This page (NYSEARCA:THRO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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