SIG
THRO

Spinnaker Investment Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Spinnaker Investment 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
2026
Q2 		$255K Buy
+5,918
New +$245K 0.04% 148
2026
Q1 		– Sell
-5,719
Closed -$221K – 182
2025
Q4 		$221K Buy
+5,719
New +$219K 0.04% 156

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spinnaker Investment Group's THRO Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026: 5,918 shares worth $255K. The stake represents 0.04% of the portfolio and ranks #148 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in THRO as recently as Q4 2025.

Spinnaker Investment Group first reported a position in THRO in Q4 2025 and has held it in 2 quarters since. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Spinnaker Investment Group held 5,918 shares of iShares U.S. Thematic Rotation Active ETF worth $255K as of Q2 2026.
  • iShares U.S. Thematic Rotation Active ETF was a new Spinnaker Investment Group position in Q2 2026.
  • iShares U.S. Thematic Rotation Active ETF made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #148 holding.
  • Spinnaker Investment Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.