VT
THRO

Vise Technologies’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Vise Technologies’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 		$28.6M Buy
662,531
+464,840
+235% +$19.2M 0.32% 63
2026
Q1 		$7.62M Hold
197,691
– – 0.15% 118
2025
Q4 		$7.62M Buy
197,691
+70,176
+55% +$2.68M 0.15% 118
2025
Q3 		$4.83M Buy
127,515
+113,734
+825% +$4.16M 0.18% 113
2025
Q2 		$490K Buy
+13,781
New +$454K 0.02% 653

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

Vise Technologies's THRO Position: Q2 2026 in Review

Vise Technologies increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 235% in Q2 2026, buying an estimated $19.2M and bringing the position to 662,531 shares worth $28.6M. The position accounts for 0.32% of the portfolio, ranked #63.

Vise Technologies first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Vise Technologies held 662,531 shares of iShares U.S. Thematic Rotation Active ETF worth $28.6M as of Q2 2026.
  • Vise Technologies bought 464,840 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $19.2M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.32% of Vise Technologies's portfolio in Q2 2026, its #63 holding.
  • Vise Technologies first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.