ISHARES U.S. THEMATIC ROTATI (THRO) Institutional Ownership Changes & 13F Activity

ISHARES U.S. THEMATIC ROTATI (THRO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, United Capital Financial Advisors, Llc, Cerity Partners Llc, and Thrivent Financial For Lutherans.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-85,077-13.7%535,515$23.09MQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+70,87970,879$3.06MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+175+0.5%33,064$1.43MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+3838$1.64KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+6,2176,217$268.02KQ2 2026Aug 18, 2026
Concorde Asset Management, LlcBuy+5,7955,795$249.84KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-435,342-34.6%823,625$35.53MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-66,946-20.1%265,591$11.45MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+21,369+422.5%26,427$1.14MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcSell-20,921-33.3%41,927$1.81MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-4,522-22.3%15,770$679.86KQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+2,864+30.3%12,306$530.51KQ2 2026Aug 17, 2026
Km Capital Management Ltd.Sell-1,096-1.0%107,324$4.63MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,830,1982,830,198$122.02MQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,046,727-28.7%2,600,912$112.13MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-261,049-34.3%499,935$21.55MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-203,757-19.6%833,460$35.87MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-175,723-26.4%490,920$21.16MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+118,198+22.6%641,857$27.67MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-103,134-26.7%283,349$12.22MQ2 2026Aug 14, 2026
Stonebrook Private Inc.Sell-99,782-37.1%168,840$7.28MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+99,68199,681$4.30MQ2 2026Aug 14, 2026
Schwallier Wealth Management LlcBuy+95,63395,633$4.12MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+77,434+8.8%959,237$41.37MQ2 2026Aug 14, 2026
&PartnersBuy+77,310+27.3%360,825$15.63MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcSell-75,530-35.6%136,861$5.90MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-69,597-3.8%1,781,807$76.81MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+67,48067,480$2.91MQ2 2026Aug 14, 2026
Invst, LlcSell-61,158-36.3%107,391$4.63MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcSell-61,061-36.3%106,956$4.61MQ2 2026Aug 14, 2026
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Frequently asked questions about THRO activity

  • Which institutional owners are buying THRO?

    Institutional owners buying THRO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in THRO activity?

    "Buy" means an investor increased their reported position in THRO compared to the prior reporting period. This reflects growing exposure to ISHARES U.S. THEMATIC ROTATI (THRO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in THRO increasing?

    Institutional interest in THRO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.