THRO — ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

Ownership history in Imprint Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Imprint Wealth LLC reported a position in ISHARES U.S. THEMATIC ROTATION ACTIVE ETF (THRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.63% (2025 Q4)
Avg. % of fund
1.26%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,042 +1,621 +21.8% 1.63% $349K $38.54
2025 Q3 INITIATED 7,421 — — 0.90% $281K $37.83
% of Fund (quarterly)    THRO price (monthly, adj. close)

Other funds also holding THRO

As of 2025 Q4 — sorted by position size

EQ LLC 3Y 4.31% SOFI WEALTH, LLC 3Y 4.07% Kilter Group LLC 3.66% Goldstein Advisors, LLC 3Y 3.61% West Wealth Group, LLC 3Y 3.49% Scarborough Advisors, LLC 3Y 3.27% MA Private Wealth 3Y 7Y 3.07% Keystone Financial Services 3Y 2.97% ShoreHaven Wealth Partners, LLC 3Y 2.9% MCMORGAN & CO LLC 3Y 7Y 2.86%
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