Morningstar

iShares U.S. Thematic Rotation Active ETF THRO

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis THRO

Will THRO outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable THRO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the THRO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of THRO’s parent organization’s priorities and whether they’re in line with investors’ interests.

Uneven returns highlight shortcomings.

Associate Analyst Brendan McCann

Brendan McCann

Associate Analyst

Summary

IShares U.S. Thematic Rotation Active ETF attempts to opportunistically rotate across select themes in US stocks. The strategy is unlikely to consistently and reliably pick winning themes, calling into question its ability to sustain its edge.

by Brendan McCann
Rated on Published on

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Portfolio Holdings THRO

More THRO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.71 555M
Technology

NVIDIA Corp

7.67 489M
Technology

Microsoft Corp

5.65 360M
Technology

Amazon.com Inc

5.28 336M
Consumer Cyclical

Alphabet Inc Class A

4.32 275M
Communication Services

JPMorgan Chase & Co

3.23 206M
Financial Services

Broadcom Inc

2.68 171M
Technology

Caterpillar Inc

2.29 146M
Industrials

Micron Technology Inc

2.28 145M
Technology

Alphabet Inc Class C

2.16 137M
Communication Services

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