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iShares Future AI & Tech ETF (ARTY) Institutional Ownership

iShares Future AI & Tech ETF logo
$49.57 +0.29 (+0.59%)
Closing price 10/9/2025 04:10 PM Eastern
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$49.80 +0.23 (+0.45%)
As of 10/9/2025 07:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Future AI & Tech ETF (NYSEARCA:ARTY)

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$191.57M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$14.00M
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ARTY Institutional Buying and Selling by Quarter

iShares Future AI & Tech ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025AdvisorNet Financial Inc936$43K0.0%+34.5%0.002%
10/8/2025 McNaughton Wealth Management LLC113,128$5.18M2.2%N/A0.305%
10/8/2025 Cypress Point Wealth Management LLC7,722$354K0.1%N/A0.021%
10/6/2025 Heartwood Wealth Advisors LLC587$27K0.0%N/A0.002%
9/26/2025Corient Private Wealth LLC15,768$647K0.0%-12.8%0.055%
9/22/2025Caldwell Trust Co800$33K0.0%N/A0.003%
9/4/2025Osaic Holdings Inc.230,740$9.32M0.0%+111.3%0.807%
8/29/2025Total Investment Management Inc.639$26K0.0%N/A0.002%
8/18/2025Geneos Wealth Management Inc.3,928$161K0.0%+36.2%0.014%
8/15/2025Corient Private Wealth LLC18,646$765K0.0%+3.1%0.065%
8/15/2025Captrust Financial Advisors15,973$655K0.0%N/A0.056%
8/15/2025MML Investors Services LLC48,347$1.98M0.0%-7.1%0.169%
8/15/2025Great Valley Advisor Group Inc.8,591$352K0.0%N/A0.030%
8/15/2025BNP Paribas Financial Markets6,023$247K0.0%+47.8%0.021%
8/15/2025Bank of America Corp DE850,544$34.87M0.0%+26.1%2.974%
8/15/2025Ameriprise Financial Inc.715,518$29.32M0.0%+109.5%2.502%
8/14/2025Strategic Wealth Investment Group LLC4,053$166K0.2%N/A0.014%
8/14/2025Jane Street Group LLC56,879$2.33M0.0%+21.0%0.199%
8/14/2025Raymond James Financial Inc.215,591$8.84M0.0%+71.7%0.754%
8/14/2025Cerity Partners LLC22,418$919K0.0%+2.3%0.078%
8/13/2025Cresset Asset Management LLC9,274$380K0.0%+12.5%0.032%
8/13/2025Baird Financial Group Inc.6,669$273K0.0%-5.6%0.023%
8/13/2025Kilter Group LLC852$35K0.0%N/A0.003%
8/13/2025Trek Financial LLC124,878$5.12M0.3%+21.9%0.437%
8/13/2025CW Advisors LLC16,532$678K0.0%N/A0.058%
8/13/2025IAG Wealth Partners LLC4,479$184K0.0%+4,822.0%0.016%
8/13/2025Berbice Capital Management LLC9,354$384K0.3%N/A0.033%
8/13/2025Quadrature Capital Ltd8,634$354K0.0%N/A0.030%
8/13/2025Hsbc Holdings PLC15,500$636K0.0%N/A0.054%
8/13/2025Northwestern Mutual Wealth Management Co.142,775$5.85M0.0%+566.4%0.499%
8/13/2025Russell Investments Group Ltd.2,256$92K0.0%N/A0.008%
8/12/2025J.W. Cole Advisors Inc.7,718$316K0.0%N/A0.027%
8/12/2025Steward Partners Investment Advisory LLC14,441$592K0.0%+64.7%0.050%
8/12/2025Insigneo Advisory Services LLC12,107$496K0.0%-56.2%0.042%
8/12/2025Global Retirement Partners LLC6,142$252K0.0%N/A0.021%
8/12/2025Jefferies Financial Group Inc.8,249$338K0.0%+24.4%0.029%
8/12/2025Franklin Resources Inc.1,300$53K0.0%N/A0.005%
8/11/2025TD Waterhouse Canada Inc.314,996$12.72M0.1%+0.8%1.119%
8/8/2025Rockefeller Capital Management L.P.107,227$4.40M0.0%+1.6%0.381%
8/8/2025Kingsview Wealth Management LLC5,294$217K0.0%N/A0.019%
8/8/2025Cetera Investment Advisers88,977$3.65M0.0%-0.4%0.316%
8/8/2025Phoenix Wealth Advisors23,398$959K0.4%-1.3%0.083%
8/8/2025Intrua Financial LLC41,685$1.71M0.2%+2.6%0.148%
8/8/2025Hudock Inc.26,792$1.10M0.2%+10.5%0.095%
8/7/2025Allworth Financial LP2,287$94K0.0%+19.2%0.008%
8/7/2025PFG Advisors12,849$527K0.0%-15.2%0.046%
8/6/2025AE Wealth Management LLC32,819$1.35M0.0%+4.1%0.117%
8/5/2025Huntington National Bank1,640$67K0.0%+173.3%0.006%
8/5/2025Tsfg LLC4,998$205K0.0%-83.3%0.018%
8/4/2025Center for Financial Planning Inc.3,222$132K0.0%+205.7%0.011%
8/4/2025Amplius Wealth Advisors LLC31,126$1.28M0.1%+41.7%0.111%
8/4/2025Assetmark Inc.44,747$1.84M0.0%+73.4%0.159%
8/4/2025Arkadios Wealth Advisors44,860$1.84M0.1%-81.6%0.159%
8/4/2025World Investment Advisors9,752$400K0.0%-3.7%0.035%
8/1/2025GWN Securities Inc.26,808$1.10M0.2%+10.2%0.095%
8/1/2025Envestnet Asset Management Inc.40,059$1.64M0.0%-66.2%0.142%
7/31/2025Brighton Jones LLC9,731$399K0.0%N/A0.035%
7/31/2025Waldron Private Wealth LLC6,670$273K0.0%N/A0.024%
7/31/2025Glass Jacobson Investment Advisors llc14,367$589K0.2%+13.5%0.051%
7/30/2025Sonata Capital Group Inc.5,525$227K0.1%N/A0.020%
7/30/2025Brookstone Capital Management39,246$1.61M0.0%+17.8%0.139%
7/30/2025Ardent Capital Management Inc.38,329$1.57M0.8%-1.1%0.136%
7/29/2025Chicago Partners Investment Group LLC5,735$245K0.0%N/A0.020%
7/29/2025Stratos Wealth Partners LTD.17,087$701K0.0%-2.0%0.061%
7/28/20255th Street Advisors LLC75,132$3.08M1.5%-2.4%0.267%
7/28/2025Moran Wealth Management LLC15,507$636K0.0%+90.6%0.055%
7/25/2025LRI Investments LLC97,797$4.01M0.3%+3.9%0.347%
7/25/2025CWM LLC32,979$1.35M0.0%+3.9%0.117%
7/24/2025Cascade Investment Group Inc.28,902$1.19M0.8%+0.9%0.103%
7/24/2025Leo Wealth LLC5,075$208K0.0%N/A0.018%
7/23/2025H&H Retirement Design & Management INC28,568$1.21M0.7%+6.7%0.101%
7/23/2025Valmark Advisers Inc.5,824$239K0.0%N/A0.021%
7/23/2025Matisse Capital12,961$531K0.3%-2.5%0.046%
7/23/2025Stephen J. Garry & Associates LLC18,415$755K0.7%N/A0.065%
7/22/2025Gemmer Asset Management LLC16,014$657K0.1%+148.3%0.057%
7/22/2025Wealthcare Advisory Partners LLC108,011$4.43M0.1%+12.6%0.384%
7/21/2025Ameritas Advisory Services LLC1,234$51K0.0%N/A0.004%
7/18/2025Consolidated Portfolio Review Corp14,561$597K0.1%+2.2%0.053%
7/18/2025Truist Financial Corp6,262$257K0.0%N/A0.023%
7/17/2025Halbert Hargrove Global Advisors LLC2,040$84K0.0%N/A0.007%
7/17/2025HB Wealth Management LLC7,920$325K0.0%-16.7%0.029%
7/17/2025Janney Montgomery Scott LLC37,245$1.53M0.0%-4.1%0.135%
7/17/2025Virginia Wealth Management Group Inc.5,000$205K0.1%N/A0.018%
7/16/2025Crowley Wealth Management Inc.4,380$185K0.2%+71.8%0.016%
7/16/2025CX Institutional16,925$694K0.0%+58.5%0.061%
7/15/2025Herbst Group LLC5,000$205K0.1%N/A0.018%
7/15/2025Cora Capital Advisors LLC53,558$2.20M1.0%-5.6%0.194%
7/15/2025BostonPremier Wealth LLC90,563$3.71M2.1%N/A0.329%
7/11/2025CX Institutional16,925$694K0.0%+58.5%0.062%
7/10/2025Wealth Enhancement Advisory Services LLC88,504$3.66M0.0%+86.1%0.327%
7/8/2025Strategic Advocates LLC39,031$1.60M0.5%+5.6%0.146%
7/8/2025Ehrlich Financial Group6,496$266K0.2%N/A0.024%
7/8/2025Goldstone Financial Group LLC20,158$833K0.1%+18.0%0.076%
7/3/2025Fiduciary Financial Group LLC12,335$499K0.1%+21.7%0.046%
5/28/2025Intrua Financial LLC40,640$1.28M0.2%+0.9%0.165%
5/21/2025Geneos Wealth Management Inc.2,884$91K0.0%N/A0.012%
5/19/2025Jane Street Group LLC47,002$1.48M0.0%N/A0.190%
5/19/2025Legacy Advisory Services LLC14,505$456K0.4%N/A0.059%
5/16/2025Jones Financial Companies Lllp41,975$1.32M0.0%N/A0.172%
5/16/2025NewEdge Advisors LLC1,656$52K0.0%N/A0.007%
(Data available from 1/1/2016 forward)

ARTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ARTY shares?

During the previous two years, 154 institutional investors and hedge funds held shares of iShares Future AI & Tech ETF. The most heavily invested institutionals were Bank of America Corp DE ($34.87M), Ameriprise Financial Inc. ($29.32M), Wharton Business Group LLC ($26.81M), LPL Financial LLC ($20.24M), TD Waterhouse Canada Inc. ($12.72M), Flow Traders U.S. LLC ($10.97M), and Osaic Holdings Inc. ($9.32M).Learn more on iShares Future AI & Tech ETF's institutional investors.

Which institutional investors have been buying iShares Future AI & Tech ETF's stock?

Of the 152 institutional investors that purchased iShares Future AI & Tech ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wharton Business Group LLC ($852.32K), LPL Financial LLC ($643.59K), Ameriprise Financial Inc. ($373.97K), Flow Traders U.S. LLC ($348.95K), Arkadios Wealth Advisors ($243.89K), Bank of America Corp DE ($175.85K), and Raymond James Financial Inc. ($146.30K).

How much institutional buying is happening at iShares Future AI & Tech ETF?

Institutional investors have bought a total of 5,594,734 shares in the last 24 months. This purchase volume represents approximately $191.57M in transactions.

Which of iShares Future AI & Tech ETF's major shareholders have been selling company stock?

Of the 20 institutional investors that sold iShares Future AI & Tech ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arkadios Wealth Advisors ($199.03K), Envestnet Asset Management Inc. ($78.52K), Tsfg LLC ($24.90K), Insigneo Advisory Services LLC ($15.51K), Wolf Group Capital Advisors ($4.14K), MML Investors Services LLC ($3.70K), and Cora Capital Advisors LLC ($3.20K).

How much institutional selling is happening at iShares Future AI & Tech ETF?

Institutional investors have sold a total of 342,893 shares in the last 24 months. This volume of shares sold represents approximately $14.00M in transactions.


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This page (NYSEARCA:ARTY) was last updated on 10/10/2025 by MarketBeat.com Staff
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