ISHARES U.S. THEMATIC ROTATI (THRO) Institutional Shareholders
ISHARES U.S. THEMATIC ROTATI (THRO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.58B in THRO holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of THRO tracked by InsiderSet, reporting ownership valued at approximately $1.60B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.63B, representing an estimated gain of +1.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed THRO value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in ISHARES U.S. THEMATIC ROTATI (THRO).
This page ranks the largest institutional THRO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
483
Total Reported Value
$6.58B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.60B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.38% | 37,167,783 | $1,602,302,252 | $1,632,780,707 | +$30,478,455 | +1.90% | |
| Lpl Financial Llc | 0.16% | 17,008,019 | $733,215,690 | $747,162,275 | +$13,946,585 | +1.90% | |
| Jpmorgan Chase & Co | 0.02% | 8,208,264 | $349,836,267 | $360,589,038 | +$10,752,771 | +3.07% | |
| Morgan Stanley | 0.01% | 5,236,600 | $225,749,853 | $230,043,838 | +$4,293,985 | +1.90% | |
| Blackrock, Inc. | 0.00% | 4,794,919 | $206,708,959 | $210,640,792 | +$3,931,833 | +1.90% | |
| Mml Investors Services, Llc | 0.33% | 3,705,278 | $159,734,524 | $162,772,863 | +$3,038,339 | +1.90% | |
| Park Avenue Securities Llc | 0.92% | 3,406,641 | $146,860,000 | $149,653,739 | +$2,793,739 | +1.90% | |
| Cetera Investment Advisers | 0.12% | 3,088,229 | $133,133,543 | $135,665,900 | +$2,532,357 | +1.90% | |
| Envestnet Portfolio Solutions, Inc. | 0.63% | 3,040,944 | $131,095,081 | $133,588,670 | +$2,493,589 | +1.90% | |
| Ameriprise Financial Inc | 0.02% | 2,830,198 | $122,023,625 | $124,330,598 | +$2,306,973 | +1.89% | |
| Cwm, Llc | 0.31% | 3,266,015 | $118,295,074 | $143,476,039 | +$25,180,965 | +21.29% | |
| Newedge Advisors, Llc | 0.34% | 2,630,587 | $113,404,576 | $115,561,687 | +$2,157,111 | +1.90% | |
| Bank Of America Corp | 0.01% | 2,600,912 | $112,125,316 | $114,258,064 | +$2,132,748 | +1.90% | |
| Sofi Wealth, Llc | 4.18% | 2,412,030 | $103,982,622 | $105,960,478 | +$1,977,856 | +1.90% | |
| Foundations Investment Advisors, Llc | 0.79% | 1,781,807 | $76,813,704 | $78,274,782 | +$1,461,078 | +1.90% | |
| Janney Montgomery Scott Llc | 0.14% | 1,711,316 | $73,775,000 | $75,178,112 | +$1,403,112 | +1.90% | |
| Bank Of New York Mellon Corp | 0.01% | 1,679,335 | $72,396,127 | $73,773,187 | +$1,377,060 | +1.90% | |
| Merit Financial Group, Llc | 0.42% | 1,561,075 | $67,297,956 | $68,578,025 | +$1,280,069 | +1.90% | |
| Arax Advisory Partners | 0.44% | 1,541,826 | $66,468,132 | $67,732,416 | +$1,264,284 | +1.90% | |
| Sanctuary Advisors, Llc | 0.28% | 1,422,921 | $61,342,114 | $62,508,920 | +$1,166,806 | +1.90% | |
| Commonwealth Equity Services, Llc | 0.08% | 1,410,555 | $60,809,033 | $61,965,681 | +$1,156,648 | +1.90% | |
| Jb Capital Llc | 1.77% | 1,183,232 | $51,009,136 | $51,979,382 | +$970,246 | +1.90% | |
| Vestmark Advisory Solutions, Inc. | 0.47% | 1,157,164 | $49,885,344 | $50,834,215 | +$948,871 | +1.90% | |
| Osaic Holdings, Inc. | 0.05% | 959,237 | $41,372,665 | $42,139,281 | +$766,616 | +1.85% | |
| Stratos Wealth Partners, Ltd. | 0.37% | 851,774 | $36,720,003 | $37,418,432 | +$698,429 | +1.90% | |
| Thrivent Financial For Lutherans | 0.06% | 833,460 | $35,867,000 | $36,613,898 | +$746,898 | +2.08% | |
| United Capital Financial Advisors, Llc | 0.20% | 823,625 | $35,532,944 | $36,181,846 | +$648,902 | +1.83% | |
| Advocacy Wealth Management, Llc | 1.17% | 747,703 | $32,233,476 | $32,846,593 | +$613,117 | +1.90% | |
| Stifel Financial Corp | 0.03% | 720,421 | $31,057,381 | $31,648,095 | +$590,714 | +1.90% | |
| Goldstein Advisors, Llc | 2.62% | 665,525 | $28,690,787 | $29,236,513 | +$545,726 | +1.90% | |
| Vise Technologies, Inc. | 0.32% | 662,531 | $28,561,694 | $29,104,987 | +$543,293 | +1.90% | |
| Raymond James Financial Inc | 0.01% | 642,030 | $27,677,914 | $28,204,378 | +$526,464 | +1.90% | |
| Iht Wealth Management, Llc | 0.59% | 641,857 | $27,670,467 | $28,196,778 | +$526,311 | +1.90% | |
| Ascent Group, Llc | 0.75% | 582,808 | $25,124,885 | $25,602,755 | +$477,870 | +1.90% | |
| Integrated Wealth Concepts Llc | 0.15% | 535,515 | $23,086,047 | $23,525,174 | +$439,127 | +1.90% | |
| Wells Fargo & Company/Mn | 0.00% | 523,858 | $22,583,518 | $23,013,082 | +$429,564 | +1.90% | |
| Kestra Advisory Services, Llc | 0.07% | 505,404 | $21,787,976 | $22,202,398 | +$414,422 | +1.90% | |
| Atria Investments, Inc | 0.22% | 503,643 | $21,712,054 | $22,125,037 | +$412,983 | +1.90% | |
| Cerity Partners Llc | 0.03% | 499,935 | $21,552,198 | $21,962,145 | +$409,947 | +1.90% | |
| Ma Private Wealth | 3.17% | 492,941 | $21,250,676 | $21,654,898 | +$404,222 | +1.90% | |
| Royal Bank Of Canada | 0.00% | 490,920 | $21,164,000 | $21,566,116 | +$402,116 | +1.90% | |
| Icon Wealth Advisors, Llc | 1.22% | 470,283 | $20,273,889 | $20,659,532 | +$385,643 | +1.90% | |
| Private Advisor Group, Llc | 0.09% | 469,890 | $20,256,945 | $20,642,268 | +$385,323 | +1.90% | |
| Eq Llc | 4.83% | 455,898 | $19,653,746 | $20,027,599 | +$373,853 | +1.90% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.95% | 445,384 | $19,200,497 | $19,565,719 | +$365,222 | +1.90% | |
| Creativeone Wealth, Llc | 0.41% | 443,334 | $19,112,166 | $19,475,663 | +$363,497 | +1.90% | |
| Triad Wealth Partners, Llc | 1.12% | 438,771 | $18,963,674 | $19,275,210 | +$311,536 | +1.64% | |
| Mcmorgan & Co Llc | 2.77% | 426,276 | $18,376,777 | $18,726,305 | +$349,528 | +1.90% | |
| Truist Financial Corp | 0.02% | 407,476 | $17,566,305 | $17,900,421 | +$334,116 | +1.90% | |
| West Wealth Group, Llc | 2.64% | 373,988 | $16,122,650 | $16,429,293 | +$306,643 | +1.90% |
Frequently asked questions about THRO
Who owns the most THRO stock?
The largest holders of THRO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES U.S. THEMATIC ROTATI (THRO).
Is THRO widely held by superinvestors?
Many widely followed stocks like THRO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly THRO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.