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THRO

iShares U.S. Thematic Rotation Active ETF
1W: -1.7% 1M: -4.7% 3M: -3.8% YTD: -6.0% 1Y: +13.6% 3Y: +73.0% 5Y: +3988.5%
$36.34
-0.55 (-1.49%)
After Hours: $38.55 (+2.21, +6.08%)
ETF AMEX · AUM $7.3B
ETF-Level Metrics
AUM$7.3B
Holdings249
Top 10 Wt43.9%
Beta1.06
% Profitable91%
Coverage99%
Portfolio Valuation
P/E31.8
P/B10.1
P/S6.9
EV/EBITDA22.0
P/FCF39.8
PEG1.20
Profitability & Returns
Gross Margin47.8%
Net Margin21.8%
ROE35.0%
ROA11.6%
ROIC31.9%
Div Yield0.83%
Leverage & Liquidity
Debt/Equity0.49
Debt/Assets0.17
Net Debt/EBITDA-0.1x
Interest Cov12.3x
Current Ratio1.45
Quick Ratio1.35
Growth (YoY)
Revenue+16.7%
Net Income+30.7%
EPS+32.0%
FCF+37.2%
EBITDA+24.2%
Rev CAGR 3Y+14.1%
Quality Scores
Piotroski F7.1
Altman Z10.98
IS Quality78.6
IS Overall63.1
IS Value44.9
Median P/E22.9

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 71 39.3% 21.0
Communication Services 15 12.4% -5.9
Financial Services 31 11.9% 15.4
Industrials 43 9.5% 35.2
Consumer Cyclical 19 8.5% 32.4
Healthcare 29 7.5% 26.5
Consumer Defensive 13 7.1% 25.6
Energy 13 2.0% 21.7
Other 3 0.8%
Basic Materials 11 0.7% 7.1
Utilities 4 0.3% 4.3

Smart Money Overlap

32 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 6.42% 4 Bullish 1 23 -5.0%
AVGO Broadcom Inc. 2.79% 4 Bullish 1 11 -3.5%
WMT Walmart Inc. 2.43% 4 Bullish 21 3 -1.1%
MU Micron Technology, Inc. 2.03% 4 Bullish 3 3 +1.2%
V Visa Inc. 1.85% 4 Bullish 7 12 -4.8%
CSCO Cisco Systems, Inc. 1.31% 4 Bullish 5 6 -1.6%
UNH UnitedHealth Group Incorporated 0.95% 4 Bullish 7 7 -2.0%
INTC Intel Corporation 0.87% 4 Bullish 2 3 -3.8%
MA Mastercard Incorporated 0.87% 4 Bullish 13 3 -4.0%
JNJ Johnson & Johnson 0.80% 4 Bullish 12 2 -2.7%
NFLX Netflix, Inc. 0.68% 4 Bullish 71 14 -5.4%
RTX RTX Corporation 0.67% 4 Bullish 18 3 +1.2%
CAH Cardinal Health, Inc. 0.61% 4 Bullish 1 1 -2.6%
T AT&T Inc. 0.43% 4 Bullish 29 5 +1.2%
IBM International Business Machines Corporation 0.41% 4 Bullish 10 8 +1.0%
HAL Halliburton Company 0.39% 4 Bullish 16 1 +2.0%
KR The Kroger Co. 0.33% 4 Bullish 13 4 -2.3%
SCHW The Charles Schwab Corporation 0.29% 4 Bullish 13 3 -0.9%
TMUS T-Mobile US, Inc. 0.27% 4 Bullish 3 1 -2.8%
SPGI S&P Global Inc. 0.20% 4 Bullish 3 1 +8.9%
Showing 50 of 252 holdings · Page 1 of 6
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 APPLE INC AAPL 8.24% $608.8M 2,445,532 31.1 $3.6T Technology
2 NVIDIA CORP NVDA 6.95% $513.5M 2,875,878 35.0 $4.2T Technology
3 MICROSOFT CORP MSFT 6.42% $474.7M 1,220,172 23.8 $2.8T Technology
4 ALPHABET INC CLASS A GOOGL 4.11% $303.6M 988,350 27.5 $3.6T Communication Services
5 AMAZON COM INC AMZN 3.96% $292.4M 1,400,457 28.3 $2.2T Consumer Cyclical
6 BERKSHIRE HATHAWAY INC CLASS B BRK-B 3.06% $226.1M 469,639 15.5 $1.0T Financial Services
7 ALPHABET INC CLASS C GOOG 2.88% $212.5M 695,119 27.5 $3.6T Communication Services
8 META PLATFORMS INC CLASS A META 2.84% $210.0M 346,073 24.8 $1.5T Communication Services
9 BROADCOM INC AVGO 2.79% $206.1M 644,535 59.0 $1.5T Technology
10 JPMORGAN CHASE & CO JPM 2.67% $197.0M 684,035 14.0 $772.9B Financial Services
11 COSTCO WHOLESALE CORP COST 2.63% $194.2M 199,248 50.5 $431.4B Consumer Defensive
12 WALMART INC WMT 2.43% $179.7M 1,483,632 43.3 $948.9B Consumer Defensive
13 MICRON TECHNOLOGY INC MU 2.03% $150.4M 338,553 19.7 $476.0B Technology
14 TJX INC TJX 1.91% $141.4M 914,335 31.7 $172.5B Consumer Cyclical
15 TESLA INC TSLA 1.87% $138.3M 363,553 313.4 $1.4T Consumer Cyclical
16 VISA INC CLASS A V 1.85% $137.1M 457,444 27.8 $581.5B Financial Services
17 CHECK POINT SOFTWARE TECHNOLOGIES 0Y9S.L 1.39% $102.7M 664,410 15.4 $16.5B Technology
18 CISCO SYSTEMS INC CSCO 1.31% $96.8M 1,232,403 27.7 $306.8B Technology
19 APPLIED MATERIAL INC AMAT 1.26% $92.9M 260,155 36.1 $283.4B Technology
20 GE AEROSPACE GE 1.12% $82.7M 283,547 35.2 $302.5B Industrials
21 BOSTON SCIENTIFIC CORP BSX 1.10% $81.4M 1,165,378 35.6 $103.1B Healthcare
22 EMCOR GROUP INC EME 0.98% $72.6M 96,641 25.7 $32.5B Industrials
23 UNITEDHEALTH GROUP INC UNH 0.95% $69.9M 249,393 20.8 $250.1B Healthcare
24 CATERPILLAR INC CAT 0.88% $65.2M 94,667 35.8 $318.6B Industrials
25 INTEL CORPORATION CORP INTC 0.87% $64.2M 1,390,261 -797.9 $219.1B Technology
26 MASTERCARD INC CLASS A MA 0.87% $64.2M 130,634 29.7 $442.9B Financial Services
27 LAM RESEARCH CORP LRCX 0.86% $63.9M 273,145 46.3 $285.2B Technology
28 JOHNSON & JOHNSON JNJ 0.80% $59.1M 248,792 21.3 $567.2B Healthcare
29 STRYKER CORP SYK 0.77% $56.6M 166,689 39.6 $128.5B Healthcare
30 BLK CSH FND TREASURY SL AGENCY Bond 0.77% $57.0M 56,980,000
31 AMPHENOL CORP CLASS A APH 0.76% $56.3M 430,810 36.4 $155.8B Technology
32 SS AND C TECHNOLOGIES HOLDINGS INC SSNC 0.73% $54.2M 754,327 21.7 $17.4B Technology
33 MASTEC INC MTZ 0.69% $51.4M 164,210 58.7 $23.7B Industrials
34 NETFLIX INC NFLX 0.68% $50.2M 547,119 35.4 $389.1B Communication Services
35 RTX CORP RTX 0.67% $49.7M 247,780 39.6 $266.0B Industrials
36 MCKESSON CORP MCK 0.63% $46.2M 51,424 25.1 $109.3B Healthcare
37 BANK OF AMERICA CORP BAC 0.62% $46.2M 981,783 11.4 $344.4B Financial Services
38 VERIZON COMMUNICATIONS INC VZ 0.62% $45.8M 925,132 12.3 $210.8B Communication Services
39 CARDINAL HEALTH INC CAH 0.61% $45.4M 215,165 29.4 $48.9B Healthcare
40 HONEYWELL INTERNATIONAL INC HON 0.60% $44.3M 193,512 27.4 $140.8B Industrials
41 QUALCOMM INC QCOM 0.59% $43.7M 332,859 25.9 $138.7B Technology
42 PROCTER & GAMBLE PG 0.50% $37.2M 256,551 21.3 $337.5B Consumer Defensive
43 AMERICAN EXPRESS AXP 0.49% $36.6M 124,012 18.7 $203.3B Financial Services
44 EXXON MOBIL CORP XOM 0.49% $36.4M 230,216 24.0 $665.6B Energy
45 DOLLAR TREE INC DLTR 0.48% $35.3M 334,186 16.4 $21.6B Consumer Defensive
46 MUELLER INDUSTRIES INC MLI 0.46% $33.9M 308,297 15.4 $12.0B Industrials
47 HCA HEALTHCARE INC HCA 0.45% $32.9M 65,840 16.8 $110.4B Healthcare
48 ADVANCED MICRO DEVICES INC AMD 0.44% $32.5M 158,335 75.7 $328.3B Technology
49 AT&T INC T 0.43% $31.6M 1,137,401 9.3 $200.9B Communication Services
50 INTERNATIONAL BUSINESS MACHINES CO IBM 0.41% $30.0M 119,640 21.4 $226.8B Technology
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms