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Upturn AI SWOT - About
iShares U.S. Thematic Rotation Active ETF (THRO)
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Upturn Advisory Summary
10/24/2025: THRO (4-star) is a STRONG-BUY. BUY since 116 days. Simulated Profits (14.42%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 35.44% | Avg. Invested days 61 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 27.81 - 35.50 | Updated Date 06/29/2025 |
52 Weeks Range 27.81 - 35.50 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Thematic Rotation Active ETF
ETF Overview
Overview
The iShares U.S. Thematic Rotation Active ETF (ITRM) is an actively managed ETF that seeks to achieve long-term capital appreciation by rotating among various U.S. equity themes. It aims to identify and invest in sectors and industries with the greatest growth potential based on macroeconomic and market trends.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, with a strong reputation for managing ETFs and other investment products.
Management Expertise
BlackRock has a dedicated team of investment professionals with extensive experience in active management and thematic investing.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed, rotates among U.S. equity themes based on macroeconomic and market analysis.
Composition Primarily invests in U.S. equity securities across various sectors and industries. Holdings may include common stock and other equity-related securities.
Market Position
Market Share: Data unavailable due to the ETF's specific thematic rotation strategy making direct comparison difficult.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Thematic Growth ETF (GXTG)
- ROBO Global Robotics and Automation Index ETF (ROBO)
Competitive Landscape
The thematic ETF landscape is diverse, with various ETFs focusing on specific growth themes. ITRM's active management strategy differentiates it, but it faces competition from both active and passive thematic ETFs. Its advantage lies in BlackRock's research capabilities and potential for dynamic allocation. However, it may underperform in sustained bull markets or if its thematic selections are incorrect.
Financial Performance
Historical Performance: Insufficient data available to accurately assess historical performance as the ETF is relatively new.
Benchmark Comparison: Performance is benchmarked against a composite of relevant thematic indices, but specific details are not readily available.
Expense Ratio: 0.47
Liquidity
Average Trading Volume
Data is insufficient to provide an accurate assessment of average trading volume.
Bid-Ask Spread
Data is insufficient to provide an accurate assessment of the bid-ask spread.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by macroeconomic trends, interest rate changes, technological innovations, and consumer preferences.
Growth Trajectory
The growth trajectory depends on the fund's ability to identify and capitalize on emerging thematic investment opportunities. Changes to the fundu2019s strategy and holdings are based on evolving market conditions and thematic analysis.
Moat and Competitive Advantages
Competitive Edge
ITRM's active management and thematic rotation strategy offer a unique competitive advantage. BlackRock's resources and expertise in macroeconomic analysis and thematic investing support the fund's investment process. The ability to dynamically adjust the portfolio based on changing market conditions gives the fund flexibility to outperform passive thematic ETFs. Its success hinges on the accuracy of its thematic selections and effective execution of its investment strategy.
Risk Analysis
Volatility
Volatility will depend on the specific themes and sectors the ETF invests in at any given time. Volatility has been changing over time.
Market Risk
The ETF is subject to general market risk, sector-specific risk, and the risk that its thematic selections may not perform as expected.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a higher risk tolerance and an interest in thematic investing.
Market Risk
Suitable for investors who understand the risks of active management and thematic investing and are looking for a diversified approach to capturing growth opportunities.
Summary
The iShares U.S. Thematic Rotation Active ETF (ITRM) is an actively managed ETF focusing on U.S. equity themes. It aims to identify and capitalize on emerging market trends through a dynamic allocation strategy. BlackRock's resources and expertise provide a competitive advantage, but the fund's success depends on accurate thematic selections and effective execution. It is most suitable for investors with a higher risk tolerance seeking long-term capital appreciation through exposure to various growth themes, given it's an actively managed fund with no tracking error to a broad index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares U.S. Thematic Rotation Active ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in U.S. equity securities that BFA believes have above-average earnings growth potential. Equity securities include common stocks, preferred stocks, convertible securities, warrants and depositary receipts whose price is linked to the value of common stock. The fund is non-diversified.
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