LPL Financial
THRO

LPL Financial’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

LPL Financial’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 		$807M Buy
22,288,405
+1,913,437
+9% +$72.9M 0.21% 99
2025
Q4 		$786M Buy
20,374,968
+1,862,261
+10% +$71.2M 0.21% 98
2025
Q3 		$701M Buy
18,512,707
+2,917,809
+19% +$107M 0.2% 105
2025
Q2 		$555M Buy
15,594,898
+13,885,825
+812% +$457M 0.19% 117
2025
Q1 		$54.2M Buy
+1,709,073
New +$57.5M 0.02% 653

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's THRO Position: Q1 2026 in Review

LPL Financial increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 9.4% in Q1 2026, buying an estimated $72.9M and bringing the position to 22,288,405 shares worth $807M. The position accounts for 0.21% of the portfolio, ranked #99.

LPL Financial first reported a position in THRO in Q1 2025 and has held it in 5 quarters since. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • LPL Financial held 22,288,405 shares of iShares U.S. Thematic Rotation Active ETF worth $807M as of Q1 2026.
  • LPL Financial bought 1,913,437 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $72.9M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.21% of LPL Financial's portfolio in Q1 2026, its #99 holding.
  • LPL Financial first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 5 quarters since.
  • 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.