| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 6.8% | +600% | $497,723,264 | +$492,984,394 | 12,907,761 | +10403% | BlackRock Portfolio Management LLC | 31 Dec 2025 |
As of 30 Sep 2025, 366 institutional investors reported holding 174,349,175 shares of iShares U.S. Thematic Rotation Active ETF - Common Stock (THRO). This represents 92% of the company’s total 189,820,015 outstanding shares.
The largest institutional shareholders of iShares U.S. Thematic Rotation Active ETF - Common Stock (THRO) together control 73% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 26% | 49,958,792 | +4.9% | 0.54% | $1,891,439,856 |
| LPL Financial LLC | 9.8% | 18,512,707 | +19% | 0.2% | $700,891,065 |
| JPMORGAN CHASE & CO | 5.4% | 10,294,011 | +2.7% | 0.02% | $389,731,268 |
| BlackRock, Inc. | 4.3% | 8,143,315 | +4193% | 0.01% | $308,305,906 |
| PARK AVENUE SECURITIES LLC | 2.5% | 4,693,229 | 1.4% | $177,686,000 | |
| MORGAN STANLEY | 2.4% | 4,603,074 | +11% | 0.01% | $174,272,403 |
| Envestnet Portfolio Solutions, Inc. | 2.4% | 4,540,276 | -1.1% | 0.63% | $171,894,866 |
| MML INVESTORS SERVICES, LLC | 2% | 3,836,763 | +1.5% | 0.39% | $145,259,857 |
| Cetera Investment Advisers | 1.9% | 3,621,300 | +31% | 0.16% | $137,102,420 |
| CWM, LLC | 1.7% | 3,209,860 | +1.4% | 0.37% | $121,525,000 |
| NewEdge Advisors, LLC | 1.6% | 3,124,101 | +45% | 0.54% | $118,278,422 |
| BANK OF AMERICA CORP /DE/ | 1.6% | 2,996,249 | +19% | 0.01% | $113,437,987 |
| Janney Montgomery Scott LLC | 1.3% | 2,479,443 | +42% | 0.22% | $93,872,000 |
| Bank of New York Mellon Corp | 1.1% | 2,148,461 | +6.9% | 0.01% | $81,340,732 |
| SOFI WEALTH, LLC | 1% | 1,987,648 | +5.5% | 4.1% | $75,252,360 |
| Sanctuary Advisors, LLC | 0.97% | 1,848,929 | +7.7% | 0.4% | $70,000,457 |
| JB Capital LLC | 0.9% | 1,708,700 | +5.9% | 2.8% | $64,691,363 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.85% | 1,613,682 | +65% | 0.04% | $61,094,008 |
| Foundations Investment Advisors, LLC | 0.8% | 1,526,018 | +8.7% | 0.84% | $57,775,054 |
| Merit Financial Group, LLC | 0.8% | 1,513,495 | +43% | 0.53% | $57,300,918 |
| AMERIPRISE FINANCIAL INC | 0.71% | 1,349,144 | 0.01% | $51,076,661 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.66% | 1,246,470 | +37% | 0.06% | $47,191,000 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.64% | 1,220,914 | +2% | 0.33% | $46,223,795 |
| Advocacy Wealth Management, LLC | 0.57% | 1,089,876 | +7.6% | 1.8% | $41,262,705 |
| Thrivent Financial for Lutherans | 0.53% | 998,741 | +13029% | 0.07% | $37,812,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 39,190,061 | $1,512,976,570 | -$66,541,830 | $38.56 | 233 |
| 2025 Q3 | 174,349,175 | $6,600,090,919 | +$1,180,276,319 | $37.86 | 366 |
| 2025 Q2 | 142,702,130 | $5,078,208,227 | +$4,496,820,987 | $35.58 | 328 |
| 2025 Q1 | 16,390,901 | $519,278,886 | +$511,052,853 | $31.69 | 125 |
| 2024 Q4 | 248,042 | $8,327,194 | +$2,968,300 | $33.57 | 6 |
| 2024 Q3 | 160,608 | $5,256,884 | +$429,848 | $32.73 | 7 |
| 2024 Q2 | 188,906 | $5,865,847 | -$330,050 | $31.05 | 5 |
| 2024 Q1 | 199,536 | $5,851,675 | +$1,047,631 | $29.33 | 3 |
| 2023 Q4 | 163,890 | $4,197,255 | -$92,759 | $25.61 | 3 |
| 2023 Q3 | 167,514 | $3,901,185 | -$50,724 | $23.29 | 4 |
| 2023 Q2 | 169,692 | $4,106,409 | -$242,856 | $24.20 | 2 |
| 2023 Q1 | 179,733 | $4,037,240 | -$25,350 | $22.47 | 3 |
| 2022 Q4 | 180,862 | $3,746,038 | +$50,186 | $20.71 | 3 |
| 2022 Q3 | 178,439 | $3,343,000 | -$55,488 | $18.72 | 3 |
| 2022 Q2 | 181,403 | $3,546,000 | -$95,939 | $19.56 | 3 |
| 2022 Q1 | 186,308 | $4,444,000 | -$130,884 | $23.86 | 3 |
| 2021 Q4 | 191,806 | $4,878,000 | +$4,878,000 | $25.43 | 2 |