EH
THRO

Equitable Holdings’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Equitable Holdings’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 		$12M Buy
332,537
+117,223
+54% +$4.47M 0.08% 248
2025
Q4 		$8.3M Buy
215,314
+9,044
+4% +$346K 0.06% 258
2025
Q3 		$7.81M Buy
206,270
+8,589
+4% +$314K 0.06% 258
2025
Q2 		$7.03M Buy
+197,681
New +$6.51M 0.06% 257

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

Equitable Holdings's THRO Position: Q1 2026 in Review

Equitable Holdings increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 54% in Q1 2026, buying an estimated $4.47M and bringing the position to 332,537 shares worth $12M. The position accounts for 0.08% of the portfolio, ranked #248.

Equitable Holdings first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Equitable Holdings held 332,537 shares of iShares U.S. Thematic Rotation Active ETF worth $12M as of Q1 2026.
  • Equitable Holdings bought 117,223 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $4.47M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.08% of Equitable Holdings's portfolio in Q1 2026, its #248 holding.
  • Equitable Holdings first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.