Public ownership evidence

iShares U.S. Thematic Rotation Active ETF (THRO) Ownership Disclosures

Read THRO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares U.S. Thematic Rotation Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
TUCKER ASSET MANAGEMENT LLC
Report period
2026-06-30
Available
2026-08-28
Reported shares
497
Value (USD)
$21,408
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001398344-26-015711
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read THRO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read THRO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28497$21,408None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28594$21,520None
Legacy Edge Advisors, LLC2025-09-302026-08-275,835$220,913None
Redwood Investment Management, LLC2025-06-302026-08-2738,870$1,383,000None
Redwood Investment Management, LLC2025-09-302026-08-2744,604$1,689,000None
Redwood Investment Management, LLC2025-12-312026-08-2755,610$2,144,000None
Advus Financial Partners, LLC2026-06-302026-08-2668,634$2,958,812None
Advus Financial Partners, LLC2026-03-312026-08-2665,050$2,356,111None
Advus Financial Partners, LLC2025-12-312026-08-2659,018$2,275,734None
Advus Financial Partners, LLC2025-09-302026-08-2656,439$2,136,781None
Advus Financial Partners, LLC2025-06-302026-08-2624,349$866,337None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26263,813$10,172,629None
Kingsview Wealth Management, LLC2026-06-302026-08-2033,064$1,425,389None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-20113,339$4,105,139None
Archer Investment Corp2026-06-302026-08-2038$1,638None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2070,879$3,055,607None
Beacon Pointe Advisors, LLC2026-06-302026-08-196,217$268,020None
Orion Capital Management LLC2026-06-302026-08-1918$776None
Concorde Asset Management, LLC2026-06-302026-08-195,795$249,835None
Legacy Edge Advisors, LLC2025-06-302026-08-185,880$209,210None
Yukon Wealth Management, Inc.2026-06-302026-08-1812,306$530,512None
KM Capital Management Ltd.2026-06-302026-08-18107,324$4,626,738None
Redwood Investment Management, LLC2026-06-302026-08-1841,927$1,807,000None
Transamerica Financial Advisors, LLC2026-06-302026-08-1815,770$679,862None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18823,625$35,532,944None
Equitable Holdings, Inc.2026-06-302026-08-18265,591$11,449,616None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1826,427$1,139,000None
Wellington Grp LLC2026-06-302026-08-152,233$80,879None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1518,781$809,652None
EFG International AG2026-06-302026-08-1526,733$1,152,460None
Hopwood Nicholas Hunter2026-06-302026-08-1541,285$1,779,788None
Hopwood Nicholas Hunter2026-03-312026-08-1561,834$2,239,634None
Hopwood Nicholas Hunter2025-12-312026-08-1559,227$2,283,783None
AMERIFLEX GROUP, INC.2026-06-302026-08-15876$37,765None
Synergy Investment Management, LLC2026-06-302026-08-1516,333$704,098None
Synergy Investment Management, LLC2026-06-302026-08-1572,703$3,134,250None
Modern Wealth Management, LLC2026-06-302026-08-15148,064$6,383,038None
Modern Wealth Management, LLC2026-06-302026-08-15106$4,582None
Modern Wealth Management, LLC2026-06-302026-08-15362$15,606None
Vantage Point Financial LLC2026-06-302026-08-1528,087$1,210,812None
Mutual Advisors, LLC2026-06-302026-08-1587,162$3,757,542None
Advyzon Investment Management, LLC2026-06-302026-08-153,901$168,172None
Advyzon Investment Management, LLC2026-06-302026-08-15103,055$4,442,699None
Nemes Rush Group LLC2026-06-302026-08-15266$11,467None
Strategies Wealth Advisors, LLC2026-06-302026-08-15125,029$5,389,985None
J.M. Arbour, LLC2026-06-302026-08-1522,982$990,754None
Lifeworks Advisors, LLC2026-06-302026-08-159,333$402,346None
Vertex Planning Partners, LLC2026-06-302026-08-15127,796$5,509,284None
Perennial Investment Advisors, LLC2026-06-302026-08-15104,574$4,509,106None
ENTREWEALTH, LLC2026-06-302026-08-155,096$224,173None

90-day public filing window, up to 50 source positions.

TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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