iShares U.S. Thematic Rotation Active ETF Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 49.96 M | $1.89 B | 4.91% | 30.29% |
| LPL FINANCIAL LLC | 11/12/2025 | 18.51 M | $700.89 M | 18.71% | 11.22% |
| JPMORGAN CHASE & CO | 11/26/2025 | 10.29 M | $389.73 M | 2.72% | 6.24% |
| BLACKROCK, INC. | 11/12/2025 | 8.14 M | $308.31 M | 4,192.73% | 4.94% |
| PARK AVENUE SECURITIES LLC | 10/23/2025 | 4.69 M | $177.69 M | 100.00% | 2.85% |
| MORGAN STANLEY | 11/14/2025 | 4.60 M | $174.27 M | 10.80% | 2.79% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 10/30/2025 | 4.54 M | $171.89 M | -1.10% | 2.75% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 3.84 M | $145.26 M | 1.48% | 2.33% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 3.62 M | $137.10 M | 30.70% | 2.20% |
| CWM, LLC | 10/15/2025 | 3.21 M | $121.53 M | 1.44% | 1.95% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 3.12 M | $118.28 M | 44.68% | 1.89% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.00 M | $113.44 M | 18.79% | 1.82% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 2.48 M | $93.87 M | 42.44% | 1.50% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 2.15 M | $81.34 M | 6.89% | 1.30% |
| SOFI WEALTH, LLC | 10/22/2025 | 1.99 M | $75.25 M | 5.49% | 1.21% |
| JB CAPITAL LLC | 10/20/2025 | 1.71 M | $64.69 M | 5.92% | 1.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 1.61 M | $61.09 M | 65.08% | 0.98% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11/03/2025 | 1.53 M | $57.78 M | 8.67% | 0.93% |
| MERIT FINANCIAL GROUP, LLC | 11/07/2025 | 1.51 M | $57.30 M | 43.38% | 0.92% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 1.35 M | $51.08 M | 100.00% | 0.82% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 1.25 M | $47.19 M | 37.33% | 0.76% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11/14/2025 | 1.22 M | $46.22 M | 2.00% | 0.74% |
| ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 11/14/2025 | 1.09 M | $41.26 M | 7.58% | 0.66% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 998.74 K | $37.81 M | 13,029.24% | 0.61% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 873.69 K | $33.08 M | 2.29% | 0.53% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 771.34 K | $29.20 M | 6.96% | 0.47% |
| GOLDSTEIN ADVISORS, LLC | 10/21/2025 | 750.90 K | $28.43 M | 37.40% | 0.46% |
| ASCENT GROUP, LLC | 10/20/2025 | 727.59 K | $27.55 M | 2.68% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 716.66 K | $26.75 M | 31.34% | 0.43% |
| AUSTIN PRIVATE WEALTH, LLC | 10/17/2025 | 716.08 K | $27.11 M | -5.00% | 0.43% |
| ATRIA INVESTMENTS, INC | 11/06/2025 | 659.85 K | $24.98 M | 21.21% | 0.40% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 580.58 K | $21.98 M | 3.40% | 0.35% |
| CREATIVEONE WEALTH, LLC | 11/13/2025 | 567.12 K | $21.47 M | 4.88% | 0.34% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 566.14 K | $21.43 M | -31.48% | 0.34% |
| ICON WEALTH ADVISORS, LLC | 11/14/2025 | 562.50 K | $21.30 M | 8.73% | 0.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 483.96 K | $18.32 M | 7.13% | 0.29% |
| MA PRIVATE WEALTH | 11/06/2025 | 478.25 K | $18.11 M | 2.91% | 0.29% |
| ROYAL BANK OF CANADA | 11/14/2025 | 468.62 K | $17.74 M | 241.25% | 0.28% |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 10/21/2025 | 466.43 K | $17.66 M | 9.94% | 0.28% |
| SHARKEY, HOWES & JAVER | 10/10/2025 | 458.63 K | $17.36 M | 2.49% | 0.28% |
| US BANCORP \DE\ | 11/12/2025 | 456.65 K | $17.29 M | 3.38% | 0.28% |
| MCMORGAN & CO LLC | 11/12/2025 | 451.65 K | $17.10 M | -22.55% | 0.27% |
| WEST WEALTH GROUP, LLC | 10/27/2025 | 406.03 K | $15.25 M | 8.93% | 0.25% |
| IHT WEALTH MANAGEMENT, LLC | 11/14/2025 | 402.47 K | $15.24 M | 36.53% | 0.24% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 10/21/2025 | 390.48 K | $14.78 M | 3.13% | 0.24% |
| MARINER, LLC | 11/14/2025 | 389.56 K | $14.75 M | 7.19% | 0.24% |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC | 10/27/2025 | 386.88 K | $14.65 M | 3.44% | 0.23% |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 10/31/2025 | 383.44 K | $14.70 M | 3.10% | 0.23% |
| HORST & GRABEN WEALTH MANAGEMENT LLC | 10/16/2025 | 363.37 K | $13.76 M | 9.82% | 0.22% |
| SHEPHERD FINANCIAL PARTNERS LLC | 11/07/2025 | 343.51 K | $13.01 M | 1.49% | 0.21% |
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iShares U.S. Thematic Rotation Active ETF institutional Ownership - FAQ's
During the previous two years, 391 institutional investors and hedge funds held shares of iShares U.S. Thematic Rotation Active ETF. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 49.96 M
LPL Financial LLC: 18.51 M
JPMORGAN CHASE & CO: 10.29 M
BlackRock, Inc.: 8.14 M
PARK AVENUE SECURITIES LLC: 4.69 M
MORGAN STANLEY: 4.6 M
104.14% of iShares U.S. Thematic Rotation Active ETF stock is owned by institutional investors.
Institutional investors have bought a total of 173.78 M shares in the last 24 months. This purchase volume represents approximately $6.72 B in transactions.