Bank of Montreal
THRO

Bank of Montreal’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Bank of Montreal’s Portfolio THRO Stock Details THRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.59K Hold
99
– – ﹤0.01% 3666
2025
Q4 		$3.82K Sell
99
-563
-85% -$21.5K ﹤0.01% 3517
2025
Q3 		$25.1K Buy
+662
New +$24.2K ﹤0.01% 3250

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Bank of Montreal's THRO Position: Q1 2026 in Review

Bank of Montreal held its iShares U.S. Thematic Rotation Active ETF (THRO) position steady in Q1 2026 at 99 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3666.

Bank of Montreal first reported a position in THRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $25.1K in Q3 2025. 471 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Bank of Montreal held 99 shares of iShares U.S. Thematic Rotation Active ETF worth $3.59K as of Q1 2026.
  • Bank of Montreal left its iShares U.S. Thematic Rotation Active ETF share count unchanged in Q1 2026.
  • iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3666 holding.
  • Bank of Montreal first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Bank of Montreal's iShares U.S. Thematic Rotation Active ETF position peaked at $25.1K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.