Cerity Partners
THRO

Cerity Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Cerity Partners’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 		$27.6M Buy
+760,984
New +$29M 0.04% 358
2025
Q3 		– Sell
-5,921
Closed -$211K – 2887
2025
Q2 		$211K Buy
+5,921
New +$195K ﹤0.01% 2326

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $36.1B AUM 19.68% 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

Cerity Partners's THRO Position: Q1 2026 in Review

Cerity Partners opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q1 2026: 760,984 shares worth $27.6M. The stake represents 0.04% of the portfolio and ranks #358 among its holdings. This is a return to the name: Cerity Partners previously reported a position in THRO as recently as Q2 2025.

Cerity Partners first reported a position in THRO in Q2 2025 and has held it in 2 quarters since. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Cerity Partners held 760,984 shares of iShares U.S. Thematic Rotation Active ETF worth $27.6M as of Q1 2026.
  • iShares U.S. Thematic Rotation Active ETF was a new Cerity Partners position in Q1 2026.
  • iShares U.S. Thematic Rotation Active ETF made up 0.04% of Cerity Partners's portfolio in Q1 2026, its #358 holding.
  • Cerity Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 2 quarters since.
  • 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.