| 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 31 Dec 2025, 431 institutional investors reported holding 187,960,553 shares of iShares U.S. Thematic Rotation Active ETF - Common Stock (THRO). This represents 99% 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 78% 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% | 49,825,081 | -0.27% | 0.57% | $1,921,255,123 |
| LPL Financial LLC | 11% | 20,374,968 | +10% | 0.21% | $785,658,759 |
| BlackRock, Inc. | 6.8% | 12,907,761 | +59% | 0.01% | $497,723,264 |
| JPMORGAN CHASE & CO | 5.6% | 10,647,530 | +3.4% | 0.03% | $410,568,760 |
| MORGAN STANLEY | 3% | 5,722,189 | +24% | 0.01% | $220,647,637 |
| Envestnet Portfolio Solutions, Inc. | 2.5% | 4,775,272 | +5.2% | 0.65% | $184,134,483 |
| MML INVESTORS SERVICES, LLC | 2.4% | 4,602,075 | +20% | 0.43% | $177,456,008 |
| Cetera Investment Advisers | 2.1% | 3,908,631 | +7.9% | 0.16% | $150,716,825 |
| NewEdge Advisors, LLC | 1.9% | 3,569,189 | +14% | 0.5% | $137,627,885 |
| CWM, LLC | 1.7% | 3,261,677 | +1.6% | 0.34% | $125,770,000 |
| BANK OF AMERICA CORP /DE/ | 1.7% | 3,196,432 | +6.7% | 0.01% | $123,254,417 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.4% | 2,631,300 | +63% | 0.06% | $101,462,948 |
| Janney Montgomery Scott LLC | 1.3% | 2,533,088 | +2.2% | 0.22% | $97,676,000 |
| AMERIPRISE FINANCIAL INC | 1.2% | 2,347,092 | +74% | 0.02% | $90,499,469 |
| Bank of New York Mellon Corp | 1.2% | 2,333,235 | +8.6% | 0.02% | $89,969,550 |
| SOFI WEALTH, LLC | 1.1% | 2,118,592 | +6.6% | 4.1% | $81,692,911 |
| Sanctuary Advisors, LLC | 1% | 1,965,140 | +6.3% | 0.41% | $75,775,786 |
| JB Capital LLC | 0.94% | 1,776,121 | +3.9% | 2.8% | $68,487,236 |
| Merit Financial Group, LLC | 0.94% | 1,775,454 | +17% | 0.55% | $68,461,496 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.87% | 1,653,979 | +8.4% | 0.84% | $63,777,416 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.75% | 1,428,117 | +15% | 0.07% | $55,068,204 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.66% | 1,250,962 | +2.5% | 0.29% | $48,237,103 |
| Advocacy Wealth Management, LLC | 0.6% | 1,142,042 | +4.8% | 1.8% | $44,037,140 |
| Thrivent Financial for Lutherans | 0.57% | 1,077,727 | +7.9% | 0.07% | $41,869,000 |
| STIFEL FINANCIAL CORP | 0.51% | 963,086 | +10% | 0.03% | $37,136,601 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 187,960,553 | $7,248,637,269 | +$493,595,340 | $38.56 | 431 |
| 2025 Q3 | 174,838,729 | $6,618,625,421 | +$1,180,586,657 | $37.86 | 367 |
| 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 |