THRO — BLACKROCK ETF TRUST

Ownership history in Shared Vision Wealth Group LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Shared Vision Wealth Group LLC reported a position in BLACKROCK ETF TRUST (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
1.13% (2025 Q4)
Avg. % of fund
0.82%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 71,571 +3,816 +5.6% 1.13% $2.8M $38.54
2025 Q3 ADDED 67,755 +17,632 +35.2% 1.08% $2.6M $37.83
2025 Q2 ADDED 50,123 +41,986 +516.0% 0.90% $1.8M $35.52
2025 Q1 INITIATED 8,137 — — 0.14% $258K $31.63
% 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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