ISHARES U.S. THEMATIC ROTATI THRO
$42.64
-0.3% 52w: $34.06 – $43.66
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data34.0638.8643.66
Jun 20, 2025 Jul 2, 2026
Institutional holders
470
+22 QoQ
13F value
$7.73B
+6.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns THRO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 55.0M | $1.99B | 0.5% | +10.5% |
| LPL Financial LLC | Bank broker | 22.3M | $807.3M | 0.2% | +9.4% |
| BlackRock, Inc. | Index provider | 12.4M | $450.2M | 0.0% | -3.7% |
| JPMORGAN CHASE & CO | Bank broker | 11.5M | $403.7M | 0.0% | +8.0% |
| MORGAN STANLEY | Bank broker | 6.8M | $246.5M | 0.0% | +19.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 4.9M | $179.0M | 1.4% | New |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 4.7M | $170.5M | 0.9% | -1.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 4.5M | $161.5M | 0.4% | -3.1% |
| Cetera Investment Advisers | Wealth advisor | 4.2M | $152.0M | 0.2% | +7.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 3.9M | $140.4M | 0.5% | +8.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.6M | $132.1M | 0.0% | +14.1% |
| CWM, LLC | Wealth advisor | 3.3M | $118.3M | 0.3% | +0.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.0M | $110.3M | 0.0% | +29.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.0M | $109.2M | 0.1% | +14.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 2.7M | $99.3M | 0.2% | +8.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.6M | $94.4M | 0.0% | +11.7% |
| SOFI WEALTH, LLC | Wealth advisor | 2.3M | $83.5M | 4.0% | +8.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 2.1M | $76.9M | 0.4% | +8.1% |
| Merit Financial Group, LLC | Wealth advisor | 2.1M | $74.8M | 0.6% | +16.3% |
| JB Capital LLC | Wealth advisor | 1.9M | $68.5M | 2.8% | +6.4% |
| Foundations Investment Advisors, LLC | Wealth advisor | 1.9M | $67.1M | 0.8% | +11.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.5M | $55.3M | 0.1% | +7.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.3M | $45.6M | 0.3% | +0.6% |
| Advocacy Wealth Management, LLC | Wealth advisor | 1.2M | $44.1M | 2.0% | +6.7% |
| Arax Advisory Partners | Wealth advisor | 1.1M | $40.9M | 1.2% | +7971.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.1M | $40.5M | 0.4% | +2458.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.1M | $38.5M | 0.0% | +10.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.0M | $37.3M | 0.1% | -3.8% |
| Goldstein Advisors, LLC | Wealth advisor | 897.3K | $32.5M | 3.6% | +9.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 881.8K | $31.9M | 0.0% | +10.0% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 840.6K | $30.4M | 0.3% | +224.9% |
| AE Wealth Management LLC | Wealth advisor | 831.8K | $30.1M | 0.2% | +4.0% |
| Ascent Group, LLC | Wealth advisor | 787.8K | $28.5M | 1.0% | +5.9% |
| Atria Investments, Inc | Wealth advisor | 774.4K | $28.0M | 0.3% | +9.7% |
| Cerity Partners LLC | Diversified mechanical | 761.0K | $27.6M | 0.0% | New |
| Icon Wealth Advisors, LLC | Wealth advisor | 672.3K | $27.1M | 1.8% | +14.2% |
| ROYAL BANK OF CANADA | Bank broker | 666.6K | $24.1M | 0.0% | +7.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 641.9K | $23.3M | 0.5% | +9.4% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 629.9K | $22.8M | 1.3% | +10.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 627.4K | $22.7M | 0.0% | +2.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 620.6K | $22.5M | 0.2% | +21.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 604.7K | $21.9M | 0.1% | +12.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 599.5K | $21.7M | 0.0% | +135.8% |
| IHT Wealth Management, LLC | Wealth advisor | 523.7K | $19.0M | 0.4% | +18.7% |
| Sharkey, Howes & Javer | Wealth advisor | 517.6K | $18.7M | 2.5% | +4.0% |
| Private Advisor Group, LLC | Wealth advisor | 507.1K | $18.4M | 0.1% | +10.5% |
| Triad Wealth Partners, LLC | Wealth advisor | 499.2K | $18.1M | 1.4% | +52.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 496.5K | $18.0M | 0.0% | +214.9% |
| Scarborough Advisors, LLC | Wealth advisor | 490.4K | $17.8M | 1.9% | -1.5% |
| MA Private Wealth | Wealth advisor | 484.1K | $17.5M | 3.0% | +1.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.