CIBC Private Wealth Group
THRO

CIBC Private Wealth Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-901
Closed -$32.1K – 3337
2025
Q2 		$32.1K Hold
901
– – ﹤0.01% 1838
2025
Q1 		$25.8K Hold
901
– – ﹤0.01% 1904
2024
Q4 		$30.7K Hold
901
– – ﹤0.01% 1885
2024
Q3 		$29.5K Hold
901
– – ﹤0.01% 1983
2024
Q2 		$28.5K Hold
901
– – ﹤0.01% 1893
2024
Q1 		$26.4K Buy
+901
New +$24.8K ﹤0.01% 1932

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CIBC Private Wealth Group's THRO Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q3 2025, closing a stake of 901 shares — an estimated $32.1K sold.

CIBC Private Wealth Group first reported a position in THRO in Q1 2024 and held it in 6 quarters. The position peaked at $32.1K in Q2 2025. 370 funds tracked by Wall St. Rank hold THRO as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 901 iShares U.S. Thematic Rotation Active ETF shares in Q3 2025, an estimated $32.1K.
  • CIBC Private Wealth Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2024 and held it in 6 quarters.
  • CIBC Private Wealth Group's iShares U.S. Thematic Rotation Active ETF position peaked at $32.1K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.