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Who Owns iShares U.S. Thematic Rotation Active ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares U.S. Thematic Rotation Active ETF.

Who crossed 5% of THRO →
Managers holding
17
as of 2026-09-30
Reported value
$32.5M
summed across filings
Shares held
739.6K
Added vs trimmed
7 / 6
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Farther Finance Advisors, LLCETF282.1K shtrimmed$12.4M
Apeiron RIA LLCISHA US THEM ETF79.2K shtrimmed$3.5M
SigFig Wealth Management, LLCISHA US THEM ETF77.4K shadded$3.4M
CoreCap Advisors, LLCETF72.5K shadded$3.2M
Balefire, LLCISHA US THEM ETF64.3K shadded$2.8M
Retirement Wealth Solutions LLCISHA US THEM ETF56.2K shadded$2.5M
Asempa Wealth AdvisorsISHA US THEM ETF25K shadded$1.1M
First Heartland Consultants, Inc.ISHARES US THEMA21.8K shtrimmed$958.2K
Cassilly Financial Group LLCISHA US THEM ETF21.2K shadded$933.9K
Avidian Wealth Enterprises, LLCISHA US THEM ETF14.2K shtrimmed$626K
Cooper Financial GroupISHA US THEM ETF9.1K shtrimmed$400K
Sound Income Strategies, LLCISHA US THEM ETF8.2K shtrimmed$365.4K
Castleview Partners, LLCISHA US THEM ETF8.1K shadded$356.6K
Investors Research CorpISHA US THEM ETF228 shheld$10K
Wealth Enhancement Trust Services, Inc.ISHA US THEM ETF67 sh—$2.9K
GILPIN WEALTH MANAGEMENT, LLCISHA US THEM ETF33 shheld$1.5K
GK Wealth Management LLCISHA US THEM ETF10 sh—$440

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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