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

iShares U.S. Thematic Rotation Active ETF logo
$42.64 0.00 (0.00%)
As of 07/2/2026 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)
50
Total
Institutional Inflows
(last 12 months)
$548.98M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.77M
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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
6/24/2026Redwood Investment Management LLC62,848$2.28M0.3%+13.0%0.031%
6/3/2026Parallel Advisors LLC50,704$1.84M0.0%+1.8%0.025%
5/19/2026Arkadios Wealth Advisors26,033$943K0.0%+44.3%0.013%
5/18/2026EverSource Wealth Advisors LLC10,023$363K0.0%+27.2%0.005%
5/7/2026Parallel Advisors LLC50,704$1.84M0.0%+1.8%0.025%
5/6/2026Cornerstone Planning Group LLC79,733$2.89M0.4%+38.3%0.039%
5/5/2026Bank of New York Mellon Corp2,606,084$94.39M0.0%+11.7%1.287%
5/5/2026Mosaic Advisors LLC8,121$294K0.4%N/A0.004%
5/4/2026Northland Securities Inc.13,510$489K0.5%+19.6%0.007%
4/30/2026Beacon Financial Group232,674$8.43M0.8%+6.1%0.115%
4/28/2026Bogart Wealth LLC854$31K0.0%N/A0.000%
4/28/2026Ascentis Independent Advisors44,288$1.60M0.1%N/A0.022%
4/27/2026Sound Income Strategies LLC13,040$478K0.0%+2.8%0.006%
4/22/2026Janney Montgomery Scott LLC2,740,311$99.25M0.2%+8.2%1.365%
4/22/2026Venturi Wealth Management LLC37,928$1.37M0.1%N/A0.019%
4/17/2026AdvisorNet 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%
2/12/2026Mosley Wealth Management43,538$1.66M0.8%N/A0.023%
2/11/2026Janney 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%
2/11/2026Continuum 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%
2/9/2026Cary 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%
2/6/2026Magnolia Private Wealth LLC12,335$476K0.3%N/A0.007%
2/6/2026Creative Financial Designs Inc. ADV18,639$719K0.0%+4.3%0.010%
2/5/2026Legacy Financial Group LLC199,795$7.64M0.9%+3.2%0.106%
2/2/2026Bay 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%
2/2/2026MN Wealth Advisors LLC14,326$552K0.3%+5.0%0.008%
2/2/2026Wells Financial Advisors INC3,670$142K0.3%-23.1%0.002%
1/30/2026Strategic Blueprint LLC275,894$10.64M0.6%+0.8%0.147%
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1/29/2026Kickstand Ventures LLC.19,600$756K0.2%+32.7%0.010%
1/23/2026Farther Finance Advisors LLC342,503$13.21M0.1%+32.9%0.183%
1/23/2026Transcend Capital Advisors LLC20,831$803K0.1%-28.5%0.011%
1/23/2026Gilliland Jeter Wealth Management LLC12,204$471K0.1%+30.9%0.007%
1/23/2026Northland Securities Inc.11,295$436K0.4%N/A0.006%
1/21/2026Sound Income Strategies LLC12,679$496K0.0%-16.7%0.007%
1/14/2026ORG Partners LLC116,398$4.49M0.8%-17.8%0.063%
1/13/2026Team Financial Group LLC2,124$82K0.0%+18.5%0.001%
1/13/2026CoreCap 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%
11/12/2025Creative Financial Designs Inc. ADV17,869$677K0.0%+15.2%0.011%
11/10/2025Cary 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%
10/28/2025Gilliland Jeter Wealth Management LLC9,325$353K0.1%+35.8%0.006%
10/24/2025ORG Partners LLC141,639$5.41M1.0%+6.4%0.085%
10/23/2025Kingswood Wealth Advisors LLC9,520$360K0.0%+26.1%0.006%
10/23/2025Strategic Blueprint LLC273,820$10.37M0.5%+8.4%0.164%
10/22/2025CoreCap Advisors LLC48,554$1.84M0.1%+22.1%0.029%
10/21/2025MN Wealth Advisors LLC13,643$517K0.3%+3.1%0.008%
10/20/2025Wells Financial Advisors INC4,775$181K0.2%+259.0%0.003%
10/14/2025Farther Finance Advisors LLC257,629$9.75M0.1%+40.0%0.156%
10/10/2025Sound Income Strategies LLC15,213$578K0.0%+18.6%0.009%
10/9/2025Bay Harbor Wealth Management LLC153,068$5.80M1.6%+1.0%0.094%
10/7/2025Family Legacy Financial Solutions LLC1,226$46K0.0%N/A0.001%
8/13/2025Cary 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%
8/4/2025Creative 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%
7/31/2025MN Wealth Advisors LLC13,239$471K0.3%N/A0.010%
7/30/2025Strategic Blueprint LLC252,683$8.99M0.4%+966.4%0.181%
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7/25/2025Wells Financial Advisors INC1,330$47K0.1%N/A0.001%
7/24/2025Gilliland Jeter Wealth Management LLC6,866$244K0.1%N/A0.005%
7/23/2025Kingswood 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%
7/22/2025Bay Harbor Wealth Management LLC151,613$5.39M1.6%N/A0.109%
7/17/2025Janney Montgomery Scott LLC1,740,727$61.94M0.2%N/A1.255%
7/17/2025Sound Income Strategies LLC12,829$456K0.0%N/A0.009%
7/16/2025ORG Partners LLC133,063$4.72M1.0%+55.9%0.096%
7/14/2025AdvisorNet Financial Inc2,315$82K0.0%N/A0.002%


THRO Institutional Ownership - Frequently Asked Questions

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.

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).

Institutional investors have bought a total of 15,222,038 shares in the last 24 months. This purchase volume represents approximately $548.98M in transactions.

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).

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 7/5/2026 by MarketBeat.com Staff.
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