Who Owns iShares U.S. Thematic Rotation Active ETF (THRO)?Hedge Fund & Institutional Holders

$36.94-0.27 (-0.71%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -6

Price History

$28.66$31.34$34.03$36.72$39.40Oct 24Jun 25Mar 26

THRO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+200K+$122.9B
SOFI WEALTH, LLCNew Position+2.1M+$81.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.4M+$55.0B
AMERIPRISE FINANCIAL INCIncreased+998K+$38.9B
Scarborough Advisors, LLCNew Position+988K+$37.7B
Goldstein Advisors, LLCNew Position+822K+$31.7B
Ascent Group, LLCNew Position+744K+$28.7B
Austin Private Wealth, LLCNew Position+738K+$28.5B
JPMORGAN CHASE & COIncreased+354K+$20.3B
West Wealth Group, LLCNew Position+436K+$16.8B
Kilter Group LLCNew Position+419K+$16.0B
SteelPeak Wealth, LLCNew Position+390K+$15.0B
Legacy Financial Group LLCNew Position+393K+$15.0B
Horst & Graben Wealth Management LLCNew Position+375K+$14.5B
Triad Wealth Partners, LLCNew Position+328K+$12.7B

THRO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1.6M-$61.1B
Integrated Wealth Concepts LLCDecreased-54K-$21.4B
Vestmark Advisory Solutions, Inc.Decreased-91K-$5.1B
VestGen Advisors, LLCDecreased-95K-$4.2B
Certus Wealth Management, LLCClosed Position-85K-$3.2B
Siligmueller & Norvid Wealth Advisors LLCClosed Position-76K-$2.9B
HBK Sorce Advisory LLCClosed Position-58K-$2.2B
BUSH INVESTMENT GROUP, LLCClosed Position-47K-$1.8B
GeoWealth Management, LLCDecreased-31K-$1.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-18K-$1.6B
Barnes Wealth Management Group, IncClosed Position-36K-$1.4B
Apeiron RIA LLCDecreased-41K-$1.3B
Parallel Advisors, LLCDecreased-8K-$1.2B
KM Capital Management Ltd.Decreased-31K-$1.1B
JANE STREET GROUP, LLCClosed Position-27K-$1.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO9,807,572$378.0B0.02%Share
2BANK OF AMERICA CORP /DE/3,193,958$123.0B0.01%Share
3AMERIPRISE FINANCIAL INC2,343,270$90.0B0.02%Share
4SOFI WEALTH, LLC2,118,592$81.7B4.07%Share
5COMMONWEALTH EQUITY SERVICES, LLC1,428,117$55.0B0.07%Share
6UNITED CAPITAL FINANCIAL ADVISORS, LLC1,250,962$48.0B0.29%Share
7Advocacy Wealth Management, LLC1,142,042$44.0B1.84%Share
8STIFEL FINANCIAL CORP955,278$36.0B0.03%Share
9JPMORGAN CHASE & CO839,427$32.0B0.00%Share
10Goldstein Advisors, LLC822,446$31.7B3.61%Share
11OSAIC HOLDINGS, INC.755,637$29.0B0.04%Share
12Austin Private Wealth, LLC738,477$28.5B2.12%Share
13Atria Investments, Inc705,706$27.0B0.31%Share
14Ascent Group, LLC637,798$24.6B0.84%Share
15ROYAL BANK OF CANADA618,600$23.0B0.00%Share
16Icon Wealth Advisors, LLC588,559$22.7B1.51%Share
17Scarborough Advisors, LLC498,031$19.2B3.24%Share
18CreativeOne Wealth, LLC515,914$19.0B0.46%Share
19Scarborough Advisors, LLC489,554$18.5B3.27%Share
20US BANCORP \DE\475,709$18.3B0.02%Share
21MCMORGAN & CO LLC448,153$17.3B2.86%Share
22Private Advisor Group, LLC459,060$17.0B0.08%Share
23IHT Wealth Management, LLC441,060$17.0B0.41%Share
24West Wealth Group, LLC436,315$16.8B3.49%Share
25SteelPeak Wealth, LLC389,865$15.0B0.49%Share
26EQ LLC387,278$14.9B4.31%Share
27KWB Wealth377,437$14.6B1.38%Share
28Horst & Graben Wealth Management LLC375,335$14.5B2.18%Share
29Orion Porfolio Solutions, LLC375,408$14.0B0.10%Share
30Security Financial Services, INC.347,542$13.4B2.10%Share
31Farther Finance Advisors, LLC342,503$13.2B0.14%Share
32Triad Wealth Partners, LLC328,255$12.7B1.20%Share
33INTEGRITY ALLIANCE, LLC.305,200$11.8B0.43%Share
34EWA, LLC294,714$11.4B2.77%Share
35Kelly Financial Services LLC286,841$11.1B2.77%Share
36Strategic Blueprint, LLC275,894$10.6B0.63%Share
37Stokes Family Office, LLC269,209$10.4B0.95%Share
38Stonebrook Private Inc.266,599$10.3B2.15%Share
39Stratos Wealth Partners, LTD.258,769$10.0B0.11%Share
40Trek Financial, LLC246,698$9.5B0.55%Share
41Embree Financial Group241,796$9.3B1.14%Share
42ONE Advisory Partners, LLC221,121$8.5B2.57%Share
43SWMG, LLC219,212$8.5B2.36%Share
44Keystone Financial Group218,127$8.4B0.62%Share
45Kilter Group LLC214,939$8.3B3.66%Share
46Midwest Capital Advisors, LLC211,376$8.2B3.90%Share
47ShoreHaven Wealth Partners, LLC209,033$8.1B2.90%Share
48RAYMOND JAMES FINANCIAL INC231,699$8.0B0.00%Share
49Equitable Holdings, Inc.215,314$8.0B0.05%Share
50Tidemark, LLC204,136$7.9B2.24%Share

THRO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025431$1.9T+238
Q3 2025193$2.3T-105
Q2 2025298$4.0T+176
Q1 2025122$375.2B+116
Q4 20246$47.5M-1
Q3 20247$1.3B+2
Q2 20245$5.9B+1
Q1 20244$5.9B—

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As of Q4 2025, 50 institutional investors hold THRO (iShares U.S. Thematic Rotation Active ETF). The largest holder is JPMORGAN CHASE & CO with $378.0B in shares. This quarter, 12 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own THRO?

As of Q4 2025, 50 institutional investors report holding THRO (iShares U.S. Thematic Rotation Active ETF) in their 13F filings.

Who is the largest institutional holder of THRO?

The largest institutional holder of THRO is JPMORGAN CHASE & CO with $378.0B in shares.

Is institutional ownership of THRO increasing or decreasing?

This quarter, 12 institutions opened new positions in THRO and 6 closed their positions.