Vault-13

BLACKROCK ETF TRUST THRO

ISHARES US THEMA · ETP · CUSIP 09290C806

127 institutional holders +120 vs Q4 2024
16,522,14516.5m shares reported held*
$523.5mreported value*
119 new 4 added 1 reduced 0 sold out net bought ≈ $518.9m (+16.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.68.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 4Q4 22: 4Q1 23: 4Q2 23: 3Q3 23: 5Q4 23: 4Q1 24: 4Q2 24: 6Q3 24: 8Q4 24: 7Q1 25: 127127Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20224
Q4 20224
Q1 20234
Q2 20233
Q3 20235
Q4 20234
Q1 20244
Q2 20246
Q3 20248
Q4 20247
Q1 2025127

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 0 bought or addedQ2 23: 2 cut or sold outQ3 23: 2 bought or addedQ3 23: 1 cut or sold outQ3 23Q4 23: 1 bought or addedQ4 23: 3 cut or sold outQ1 24: 2 bought or addedQ1 24: 1 cut or sold outQ1 24Q2 24: 2 bought or addedQ2 24: 1 cut or sold outQ3 24: 3 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 3 bought or addedQ4 24: 2 cut or sold outQ1 25: 123 bought or addedQ1 25: 1 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202302
Q3 202321
Q4 202313
Q1 202421
Q2 202421
Q3 202431
Q4 202432
Q1 20251231

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC New +3,906,729+3.9m
JPMORGAN CHASE & CO New +2,934,864+2.9m
LPL Financial LLC New +1,709,073+1.7m
CWM, LLC New +702,818+702.8k
MCMORGAN & CO LLC New +590,440+590.4k
Advocacy Wealth Management, LLC New +520,970+521.0k
Integrated Wealth Concepts LLC New +431,405+431.4k
MML INVESTORS SERVICES, LLC New +405,725+405.7k
Scarborough Advisors, LLC New +322,624+322.6k
Envestnet Portfolio Solutions, Inc. New +288,160+288.2k

Biggest sellers

ORG Partners LLC Reduced -39,766-39.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (3.2%, 2026-07-17)

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,906,7293.9m $123.8m $123.8m 0.04% New
2 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,934,8642.9m $93.0m $93.0m 0.01% New
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,709,0731.7m $54.2m $54.2m 0.02% New
4 CWM, LLC 0.09% of their portfolio OMAHA, NE 702,818702.8k $22.3m $22.3m 0.09% New
5 MCMORGAN & CO LLC 2.99% of their portfolio SAN FRANCISCO, CA 590,440590.4k $18.7m $18.7m 2.99% New
6 Advocacy Wealth Management, LLC 1.12% of their portfolio ATLANTA, GA 520,970521.0k $16.5m $16.5m 1.12% New
7 Integrated Wealth Concepts LLC 0.16% of their portfolio WALTHAM, MA 431,405431.4k $13.7m $13.7m 0.16% New
8 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 405,725405.7k $12.9m $12.9m 0.04% New
9 Scarborough Advisors, LLC 1.46% of their portfolio ANNAPOLIS, MD 322,624322.6k $10.2m $10.2m 1.46% New
10 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 288,160288.2k $9.1m $9.1m 0.03% New
11 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 243,330243.3k $7.7m $7.7m 0.05% New
12 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 234,645234.6k $7.4m $7.4m 0.04% New
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 214,706214.7k $6.8m $6.8m 0.00% Added +214.7k +214,705
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 192,720192.7k $6.1m $6.1m 0.01% New
15 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 188,408188.4k $6.0m $6.0m 0.05% New
16 ShoreHaven Wealth Partners, LLC 2.80% of their portfolio Red Bank, NJ 184,451184.5k $5.8m $5.8m 2.80% New
17 Foundations Investment Advisors, LLC 0.11% of their portfolio PHOENIX, AZ 180,022180.0k $5.7m $5.7m 0.11% New
18 KM Capital Management Ltd. 2.97% of their portfolio AUSTIN, TX 173,837173.8k $5.5m $5.5m 2.97% New
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 147,185147.2k $4.7m $4.7m 0.01% New
20 Security Financial Services, INC. 0.91% of their portfolio Fort Wayne, IN 144,268144.3k $4.6m $4.6m 0.91% New
21 Buttonwood Financial Group, LLC 2.52% of their portfolio Kansas City, MO 141,544141.5k $4.3m $4.3m 2.52% New
22 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 128,112128.1k $4.1m $4.1m 0.01% New
23 BlackRock, Inc. 0.00% of their portfolio New York, NY 122,896122.9k $3.9m $3.9m 0.00% Added +2.9k +2,896
24 Vestmark Advisory Solutions, Inc. 0.10% of their portfolio Wakefield, MA 122,424122.4k $3.9m $3.9m 0.10% New
25 Mariner, LLC 0.01% of their portfolio Overland Park, KS 117,602117.6k $3.7m $3.7m 0.01% New
26 Quadrant Private Wealth Management, LLC 0.86% of their portfolio Center Valley, PA 109,010109.0k $3.5m $3.5m 0.86% New
27 West Wealth Group, LLC 0.95% of their portfolio Irvine, CA 100,811100.8k $3.2m $3.2m 0.95% New
28 Icon Wealth Advisors, LLC 0.25% of their portfolio HOUSTON, TX 95,06695.1k $3.0m $3.0m 0.25% New
29 ORG Partners LLC 0.67% of their portfolio ROANOKE, IN 85,33385.3k $2.7m $2.7m 0.67% Reduced -39.8k -39,766
30 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 79,35979.4k $2.5m $2.5m 0.01% Added +77.4k +77,371
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 78,61178.6k $2.5m $2.5m 0.00% New
32 Braun-Bostich & Associates Inc. 1.73% of their portfolio CANONSBURG, PA 73,72173.7k $2.3m $2.3m 1.73% New
33 Horst & Graben Wealth Management LLC 0.39% of their portfolio PORTLAND, OR 69,29869.3k $2.2m $2.2m 0.39% New
34 Sharkey, Howes & Javer 0.31% of their portfolio DENVER, CO 67,82067.8k $2.1m $2.1m 0.31% New
35 CFS Investment Advisory Services, LLC 0.18% of their portfolio TOTOWA, NJ 62,96363.0k $2.0m $2.0m 0.18% New
36 Kelly Financial Services LLC 0.67% of their portfolio BRAINTREE, MA 60,58060.6k $1.9m $1.9m 0.67% New
37 Ascent Group, LLC 0.08% of their portfolio VIRGINIA BEACH, VA 57,92857.9k $1.8m $1.8m 0.08% New
38 One Wealth Advisors, LLC 0.27% of their portfolio SAN FRANCISCO, CA 57,30657.3k $1.8m $1.8m 0.27% New
39 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 54,53854.5k $1.7m $1.7m 0.05% New
40 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 45,70045.7k $1.5m $1.5m 0.04% New
41 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 44,82444.8k $1.4m $1.4m 0.02% New
42 JFS WEALTH ADVISORS, LLC 0.09% of their portfolio HERMITAGE, PA 43,99744.0k $1.4m $1.4m 0.09% New
43 Patriot Financial Group Insurance Agency, LLC 0.18% of their portfolio Westborough, MA 43,01943.0k $1.4m $1.4m 0.18% New
44 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 42,29442.3k $1.3m $1.3m 0.01% New
45 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 42,29442.3k $1.3m $1.3m 0.01% New
46 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 41,95942.0k $1.3m $1.3m 0.00% New
47 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 40,81940.8k $1.3m $1.3m 0.02% New
48 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 39,90639.9k $1.3m $1.3m 0.01% New
49 WEALTH ALLIANCE, LLC 0.14% of their portfolio MELLVILLE, NY 35,83235.8k $1.1m $1.1m 0.14% New
50 WEALTHGARDEN F.S. LLC 0.95% of their portfolio EL SEGUNDO, CA 31,13531.1k $986.7k $986.7k 0.95% New
51 Stone House Investment Management, LLC 0.18% of their portfolio TUNKHANNOCK, PA 28,48828.5k $902.8k $902.8k 0.18% New
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 28,22328.2k $894.4k $894.4k 0.00% New
53 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 27,79427.8k $880.8k $880.8k 0.01% New
54 ONE WEALTH CAPITAL MANAGEMENT, LLC 0.47% of their portfolio SCOTTSDALE, AZ 27,79427.8k $880.8k $880.8k 0.47% New
55 Trek Financial, LLC 0.06% of their portfolio Scottsdale, AZ 27,53527.5k $872.6k $872.6k 0.06% New
56 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,25527.3k $864.0k $864.0k 0.00% New
57 Gen-Wealth Partners Inc 0.34% of their portfolio ZEELAND, MI 25,42725.4k $805.8k $805.8k 0.34% New
58 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 24,72024.7k $783.4k $783.4k 0.03% New
59 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 23,69523.7k $750.9k $750.9k 0.04% New
60 SIGNET FINANCIAL MANAGEMENT, LLC 0.10% of their portfolio PARSIPPANY, NJ 22,42722.4k $710.7k $710.7k 0.10% New
61 High Falls Advisors, Inc 0.16% of their portfolio ROCHESTER, NY 21,94421.9k $695.4k $695.4k 0.16% New
62 Retirement Wealth Solutions LLC 0.55% of their portfolio MARSHFIELD, WI 21,50421.5k $681.5k $681.5k 0.55% New
63 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 20,87620.9k $661.6k $661.6k 0.02% New
64 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 20,54020.5k $650.9k $650.9k 0.01% New
65 ONE Advisory Partners, LLC 0.25% of their portfolio OVERLAND PARK, KS 18,25618.3k $578.5k $578.5k 0.25% New
66 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 18,22918.2k $577.7k $577.7k 0.02% New
67 First Horizon Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 16,34216.3k $517.9k $517.9k 0.01% New
68 Claro Advisors Inc. 0.07% of their portfolio BOSTON, MA 15,77615.8k $499.9k $499.9k 0.07% New
69 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,14715.1k $480.0k $480.0k 0.00% New
70 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 15,14115.1k $479.8k $479.8k 0.01% New
71 MA Private Wealth 0.08% of their portfolio SAN CARLOS, CA 14,03114.0k $444.6k $444.6k 0.08% New
72 WealthShield Partners, LLC 0.05% of their portfolio CARY, NC 13,40813.4k $424.9k $424.9k 0.05% New
73 True Vision MN LLC 0.24% of their portfolio WOODBURY, MN 12,91312.9k $409.2k $409.2k 0.24% New
74 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 12,14112.1k $384.7k $384.7k 0.01% New
75 TSA Wealth Managment LLC 0.15% of their portfolio HOUSTON, TX 11,96512.0k $379.2k $379.2k 0.15% New
76 My Legacy Advisors, LLC 0.14% of their portfolio BEND, OR 11,17611.2k $354.2k $354.2k 0.14% New
77 BCGM Wealth Management, LLC 0.11% of their portfolio LAFAYETTE, IN 11,11311.1k $352.2k $352.2k 0.11% New
78 LGT Financial Advisors LLC 1.07% of their portfolio DALLAS, TX 11,00511.0k $348.8k $348.8k 1.07% New
79 Balance Wealth Partners LLC 0.22% of their portfolio WORTHINGTON, OH 10,67610.7k $338.3k $338.3k 0.22% First filing
80 Financial Advocates Investment Management 0.02% of their portfolio OLYMPIA, WA 10,41010.4k $329.9k $329.9k 0.02% New
81 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 10,39210.4k $329.3k $329.3k 0.00% New
82 EHRLICH FINANCIAL GROUP 0.23% of their portfolio LAGUNA NIGUEL, CA 10,02110.0k $317.6k $317.6k 0.23% New
83 THEORY FINANCIAL LLC 0.13% of their portfolio FORT COLLINS, CO 9,8859.9k $313.3k $313.3k 0.13% New
84 Mayflower Financial Advisors, LLC 0.05% of their portfolio BOSTON, MA 9,4109.4k $298.2k $298.2k 0.05% New
85 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 9,3649.4k $295.2k $295.2k 0.00% New
86 NWAM LLC 0.03% of their portfolio MERCER ISLAND, WA 9,2309.2k $292.5k $292.5k 0.03% New
87 Arcadia Wealth Management, LLC 0.14% of their portfolio Manchester, NH 9,0819.1k $287.8k $287.8k 0.14% New
88 Herold Advisors, Inc. 0.06% of their portfolio New York, NY 9,0109.0k $285.5k $285.5k 0.06% New
89 Transce3nd, LLC 0.13% of their portfolio BUDA, TX 8,9308.9k $283.0k $283.0k 0.13% New
90 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,7928.8k $278.6k $278.6k 0.00% New
91 PFG Advisors 0.02% of their portfolio Phoenix, AZ 8,7048.7k $275.8k $275.8k 0.02% New
92 Lloyd Advisory Services, LLC. 0.14% of their portfolio SUWANEE, GA 8,6048.6k $272.7k $272.7k 0.14% New
93 FLP Wealth Management, LLC 0.86% of their portfolio BENTONVILLE, AR 8,5868.6k $272.1k $272.1k 0.86% New
94 Summit X, LLC 0.06% of their portfolio CHESTERFIELD, MO 8,3968.4k $266.1k $266.1k 0.06% New
95 VERUS CAPITAL PARTNERS, LLC 0.03% of their portfolio SCOTTSDALE, AZ 8,2268.2k $260.7k $260.7k 0.03% New
96 Shared Vision Wealth Group LLC 0.14% of their portfolio CARLSBAD, X1 8,1378.1k $257.9k $257.9k 0.14% New
97 Capital A Wealth Management, LLC 0.26% of their portfolio CRANBERRY TWP, PA 7,8597.9k $249.1k $249.1k 0.26% New
98 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 7,7777.8k $246.0k $246.0k 0.01% New
99 Spectrum Wealth Counsel, LLC 0.03% of their portfolio INDIANAPOLIS, IN 7,7497.7k $245.6k $245.6k 0.03% New
100 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 7,2657.3k $230.2k $230.2k 0.01% New