THRO Institutional Ownership & Shareholders
ISHARES U.S. THEMATIC ROTATI (THRO) is currently held by 494 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.48B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.58B, representing an estimated loss of -1.11% 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
494
Total Reported Value
$6.48B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.60B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $1,584,462,589 | -$17,839,663 | -1.11% | |
| Lpl Financial Llc | 0.16% | 17,008,019 | $733,215,690 | $725,051,850 | -$8,163,840 | -1.11% | |
| Jpmorgan Chase & Co | 0.02% | 8,208,264 | $349,836,267 | $349,918,294 | +$82,027 | +0.02% | |
| Morgan Stanley | 0.01% | 5,236,600 | $225,749,853 | $223,236,258 | -$2,513,595 | -1.11% | |
| Blackrock, Inc. | 0.00% | 4,794,919 | $206,708,959 | $204,407,397 | -$2,301,562 | -1.11% | |
| Mml Investors Services, Llc | 0.33% | 3,705,278 | $159,734,524 | $157,956,001 | -$1,778,523 | -1.11% | |
| Cetera Investment Advisers | 0.12% | 3,088,229 | $133,133,543 | $131,651,202 | -$1,482,341 | -1.11% | |
| Envestnet Portfolio Solutions, Inc. | 0.63% | 3,040,944 | $131,095,081 | $129,635,443 | -$1,459,638 | -1.11% | |
| Ameriprise Financial Inc | 0.02% | 2,830,198 | $122,023,625 | $120,651,341 | -$1,372,284 | -1.12% | |
| Cwm, Llc | 0.31% | 3,266,015 | $118,295,074 | $139,230,219 | +$20,935,145 | +17.70% | |
| Newedge Advisors, Llc | 0.34% | 2,630,587 | $113,404,576 | $112,141,924 | -$1,262,652 | -1.11% | |
| Bank Of America Corp | 0.01% | 2,600,912 | $112,125,316 | $110,876,879 | -$1,248,437 | -1.11% | |
| Sofi Wealth, Llc | 4.16% | 2,446,051 | $107,577,321 | $104,275,154 | -$3,302,167 | -3.07% | |
| Foundations Investment Advisors, Llc | 0.79% | 1,781,807 | $76,813,704 | $75,958,432 | -$855,272 | -1.11% | |
| Janney Montgomery Scott Llc | 0.14% | 1,711,316 | $73,775,000 | $72,953,401 | -$821,599 | -1.11% | |
| Bank Of New York Mellon Corp | 0.01% | 1,679,335 | $72,396,127 | $71,590,051 | -$806,076 | -1.11% | |
| Merit Financial Group, Llc | 0.42% | 1,561,075 | $67,297,956 | $66,548,627 | -$749,329 | -1.11% | |
| Arax Advisory Partners | 0.44% | 1,541,826 | $66,468,132 | $65,728,042 | -$740,090 | -1.11% | |
| Sanctuary Advisors, Llc | 0.28% | 1,422,921 | $61,342,114 | $60,659,122 | -$682,992 | -1.11% | |
| Jb Capital Llc | 1.80% | 1,195,674 | $52,585,729 | $50,971,583 | -$1,614,146 | -3.07% | |
| Vestmark Advisory Solutions, Inc. | 0.47% | 1,157,164 | $49,885,344 | $49,329,901 | -$555,443 | -1.11% | |
| Commonwealth Equity Services, Llc | 0.06% | 1,083,772 | $47,664,319 | $46,201,200 | -$1,463,119 | -3.07% | |
| Osaic Holdings, Inc. | 0.05% | 959,237 | $41,372,665 | $40,892,273 | -$480,392 | -1.16% | |
| Vise Technologies, Inc. | 0.31% | 855,496 | $37,624,717 | $36,469,794 | -$1,154,923 | -3.07% | |
| Stratos Wealth Partners, Ltd. | 0.37% | 851,774 | $36,720,003 | $36,311,126 | -$408,877 | -1.11% | |
| Thrivent Financial For Lutherans | 0.06% | 833,460 | $35,867,000 | $35,530,400 | -$336,600 | -0.94% | |
| United Capital Financial Advisors, Llc | 0.20% | 823,625 | $35,532,944 | $35,111,134 | -$421,810 | -1.19% | |
| Advocacy Wealth Management, Llc | 1.17% | 747,703 | $32,233,476 | $31,874,579 | -$358,897 | -1.11% | |
| Stifel Financial Corp | 0.03% | 720,421 | $31,057,381 | $30,711,547 | -$345,834 | -1.11% | |
| Goldstein Advisors, Llc | 2.68% | 687,739 | $30,246,771 | $29,318,314 | -$928,457 | -3.07% | |
| Raymond James Financial Inc | 0.01% | 642,030 | $27,677,914 | $27,369,739 | -$308,175 | -1.11% | |
| Iht Wealth Management, Llc | 0.59% | 641,857 | $27,670,467 | $27,362,364 | -$308,103 | -1.11% | |
| Ascent Group, Llc | 0.78% | 592,529 | $26,059,420 | $25,259,511 | -$799,909 | -3.07% | |
| Kestra Advisory Services, Llc | 0.07% | 581,284 | $25,564,871 | $24,780,137 | -$784,734 | -3.07% | |
| Integrated Wealth Concepts Llc | 0.15% | 535,515 | $23,086,047 | $22,829,004 | -$257,043 | -1.11% | |
| Wells Fargo & Company/Mn | 0.00% | 523,858 | $22,583,518 | $22,332,067 | -$251,451 | -1.11% | |
| Atria Investments, Inc | 0.22% | 512,524 | $22,540,784 | $21,848,898 | -$691,886 | -3.07% | |
| Cerity Partners Llc | 0.03% | 499,935 | $21,552,198 | $21,312,229 | -$239,969 | -1.11% | |
| Ma Private Wealth | 3.17% | 492,941 | $21,250,676 | $21,014,075 | -$236,601 | -1.11% | |
| Royal Bank Of Canada | 0.00% | 490,920 | $21,164,000 | $20,927,920 | -$236,080 | -1.12% | |
| Triad Wealth Partners, Llc | 1.17% | 477,393 | $20,995,727 | $20,351,264 | -$644,463 | -3.07% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 1.03% | 474,938 | $20,887,786 | $20,246,607 | -$641,179 | -3.07% | |
| Icon Wealth Advisors, Llc | 1.22% | 470,283 | $20,273,889 | $20,048,164 | -$225,725 | -1.11% | |
| Private Advisor Group, Llc | 0.09% | 469,890 | $20,256,945 | $20,031,411 | -$225,534 | -1.11% | |
| Eq Llc | 4.83% | 455,898 | $19,653,746 | $19,434,932 | -$218,814 | -1.11% | |
| Creativeone Wealth, Llc | 0.41% | 443,334 | $19,112,166 | $18,899,328 | -$212,838 | -1.11% | |
| Truist Financial Corp | 0.02% | 428,232 | $18,833,650 | $18,255,530 | -$578,120 | -3.07% | |
| Mcmorgan & Co Llc | 2.77% | 426,276 | $18,376,777 | $18,172,146 | -$204,631 | -1.11% | |
| West Wealth Group, Llc | 2.66% | 389,756 | $17,141,454 | $16,615,298 | -$526,156 | -3.07% | |
| Sharkey, Howes & Javer | 1.99% | 375,255 | $16,503,704 | $15,997,121 | -$506,583 | -3.07% |
Frequently asked questions about THRO
Who are the largest institutional holders of THRO?
The largest institutional holders of THRO reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, Jpmorgan Chase & Co, Morgan Stanley, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported THRO position.
What is THRO institutional ownership?
This page tracks THRO positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. THEMATIC ROTATI (THRO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own THRO?
InsiderSet currently tracks 494 institutional managers reporting THRO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of THRO shareholders.
How much THRO stock do institutions own?
Institutional investment managers disclosed approximately $6.48B in THRO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was THRO institutional ownership last updated?
The latest THRO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional THRO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its THRO position after the reporting date.
Are institutions buying or selling THRO?
Institutional buying and selling can be analyzed by comparing THRO positions across consecutive 13F reporting periods. InsiderSet's THRO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View THRO ownership changes.
How has THRO institutional ownership changed over time?
InsiderSet tracks THRO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.