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iShares Future AI & Tech ETF (ARTY) Institutional Ownership

iShares Future AI & Tech ETF logo
$42.51 +0.01 (+0.02%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$41.65 -0.86 (-2.02%)
As of 08/8/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Future AI & Tech ETF (NYSEARCA:ARTY)

Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$143.65M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$13.10M
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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
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%
8/7/2025 Allworth Financial LP2,287$94K0.0%+19.2%0.008%
8/7/2025 PFG Advisors12,849$527K0.0%-15.2%0.046%
8/6/2025 AE Wealth Management LLC32,819$1.35M0.0%+4.1%0.117%
8/5/2025 Huntington National Bank1,640$67K0.0%+173.3%0.006%
8/5/2025 Tsfg LLC4,998$205K0.0%-83.3%0.018%
8/4/2025 Center for Financial Planning Inc.3,222$132K0.0%+205.7%0.011%
8/4/2025 Amplius Wealth Advisors LLC31,126$1.28M0.1%+41.7%0.111%
8/4/2025 Assetmark Inc.44,747$1.84M0.0%+73.4%0.159%
8/4/2025 Arkadios Wealth Advisors44,860$1.84M0.1%-81.6%0.159%
8/4/2025 World Investment Advisors9,752$400K0.0%-3.7%0.035%
8/1/2025 GWN Securities Inc.26,808$1.10M0.2%+10.2%0.095%
8/1/2025 Envestnet Asset Management Inc.40,059$1.64M0.0%-66.2%0.142%
7/31/2025 Brighton Jones LLC9,731$399K0.0%N/A0.035%
7/31/2025 Waldron Private Wealth LLC6,670$273K0.0%N/A0.024%
7/31/2025 Glass Jacobson Investment Advisors llc14,367$589K0.2%+13.5%0.051%
7/30/2025 Sonata Capital Group Inc.5,525$227K0.1%N/A0.020%
7/30/2025 Brookstone Capital Management39,246$1.61M0.0%+17.8%0.139%
7/30/2025 Ardent Capital Management Inc.38,329$1.57M0.8%-1.1%0.136%
7/29/2025 Chicago Partners Investment Group LLC5,735$245K0.0%N/A0.020%
7/29/2025 Stratos Wealth Partners LTD.17,087$701K0.0%-2.0%0.061%
7/28/2025 5th Street Advisors LLC75,132$3.08M1.5%-2.4%0.267%
7/28/2025 Moran Wealth Management LLC15,507$636K0.0%+90.6%0.055%
7/25/2025 LRI Investments LLC97,797$4.01M0.3%+3.9%0.347%
7/25/2025 CWM LLC32,979$1.35M0.0%+3.9%0.117%
7/24/2025 Cascade Investment Group Inc.28,902$1.19M0.8%+0.9%0.103%
7/24/2025 Leo Wealth LLC5,075$208K0.0%N/A0.018%
7/23/2025 H&H Retirement Design & Management INC28,568$1.21M0.7%+6.7%0.101%
7/23/2025 Valmark Advisers Inc.5,824$239K0.0%N/A0.021%
7/23/2025 Matisse Capital12,961$531K0.3%-2.5%0.046%
7/23/2025 Stephen J. Garry & Associates LLC18,415$755K0.7%N/A0.065%
7/22/2025 Gemmer Asset Management LLC16,014$657K0.1%+148.3%0.057%
7/22/2025 Wealthcare Advisory Partners LLC108,011$4.43M0.1%+12.6%0.384%
7/21/2025 Ameritas Advisory Services LLC1,234$51K0.0%N/A0.004%
7/18/2025 Consolidated Portfolio Review Corp14,561$597K0.1%+2.2%0.053%
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7/18/2025 Truist Financial Corp6,262$257K0.0%N/A0.023%
7/17/2025 Halbert Hargrove Global Advisors LLC2,040$84K0.0%N/A0.007%
7/17/2025 HB Wealth Management LLC7,920$325K0.0%-16.7%0.029%
7/17/2025 Janney Montgomery Scott LLC37,245$1.53M0.0%-4.1%0.135%
7/17/2025 Virginia Wealth Management Group Inc.5,000$205K0.1%N/A0.018%
7/16/2025 Crowley Wealth Management Inc.4,380$185K0.2%+71.8%0.016%
7/16/2025 CX Institutional16,925$694K0.0%+58.5%0.061%
7/15/2025 Herbst Group LLC5,000$205K0.1%N/A0.018%
7/15/2025 Cora Capital Advisors LLC53,558$2.20M1.0%-5.6%0.194%
7/15/2025 BostonPremier Wealth LLC90,563$3.71M2.1%N/A0.329%
7/11/2025 CX Institutional16,925$694K0.0%+58.5%0.062%
7/10/2025 Wealth Enhancement Advisory Services LLC88,504$3.66M0.0%+86.1%0.327%
7/8/2025 Strategic Advocates LLC39,031$1.60M0.5%+5.6%0.146%
7/8/2025 Ehrlich Financial Group6,496$266K0.2%N/A0.024%
7/8/2025 Goldstone Financial Group LLC20,158$833K0.1%+18.0%0.076%
7/3/2025 Fiduciary 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%
5/16/2025Clark Capital Management Group Inc.126,554$3.98M0.0%N/A0.519%
5/16/2025Copperleaf Capital LLC23,530$740K0.4%N/A0.096%
5/16/2025 5th Street Advisors LLC76,961$2.42M1.2%N/A0.315%
5/15/2025Family Office Research LLC10,356$326K0.2%N/A0.042%
5/15/2025Royal Bank of Canada130,466$4.10M0.0%+16.9%0.535%
5/15/2025Baird Financial Group Inc.7,061$222K0.0%-14.8%0.029%
5/15/2025OLD Mission Capital LLC14,822$466K0.0%N/A0.061%
5/15/2025 Cascade Investment Group Inc.28,652$901K0.7%N/A0.117%
5/14/2025WCG Wealth Advisors LLC11,935$375K0.0%-4.1%0.049%
5/14/2025Comerica Bank3,973$125K0.0%N/A0.016%
5/14/2025Northwestern Mutual Wealth Management Co.21,424$674K0.0%N/A0.088%
5/14/2025Phoenix Wealth Advisors23,696$745K0.3%N/A0.097%
5/14/2025Kestra Advisory Services LLC36,510$1.15M0.0%N/A0.150%
5/14/2025Flow Traders U.S. LLC348,950$10.97M0.5%N/A1.430%
5/13/2025Cladis Investment Advisory LLC16,355$514K0.4%N/A0.067%
5/13/2025Raymond James Financial Inc.125,537$3.95M0.0%+81.2%0.514%
5/13/2025HighTower Advisors LLC14,249$448K0.0%N/A0.058%
5/12/2025Financial Engines Advisors L.L.C.12,044$379K0.0%N/A0.049%
5/12/2025 Simplex Trading LLC1,078$33K0.0%N/A0.004%
5/12/2025 Ardent Capital Management Inc.38,761$1.22M0.5%N/A0.159%
5/12/2025AlphaCore Capital LLC2,162$68K0.0%N/A0.009%
5/9/2025Wharton Business Group LLC852,322$26.81M1.2%N/A3.493%
5/9/2025PNC Financial Services Group Inc.3,068$96K0.0%N/A0.013%
5/8/2025Clearwater Capital Advisors LLC6,528$205K0.0%N/A0.027%
5/8/2025Glassman Wealth Services2,224$70K0.0%N/A0.009%
5/8/2025 Strategic Advocates LLC36,953$1.16M0.4%N/A0.151%
5/8/2025Jefferies Financial Group Inc.6,630$209K0.0%N/A0.027%
5/8/2025 US Bancorp DE2,738$86K0.0%N/A0.011%
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5/8/2025 Harbour Investments Inc.5,649$178K0.0%N/A0.023%
5/8/2025 Arkadios Wealth Advisors243,893$7.67M0.3%N/A1.000%
5/8/2025Banque Cantonale Vaudoise1,100$35K0.0%N/A0.005%
5/7/2025LPL Financial LLC643,590$20.24M0.0%N/A2.638%
5/7/2025Waddell & Associates LLC30,735$967K0.1%N/A0.126%
5/7/2025 HB Wealth Management LLC9,504$299K0.0%N/A0.039%
5/6/2025 Assetmark Inc.25,813$812K0.0%N/A0.106%
5/6/2025Cetera Investment Advisers89,321$2.81M0.0%+124.4%0.366%
5/6/2025Avantax Advisory Services Inc.9,330$293K0.0%N/A0.038%
5/6/2025 AE Wealth Management LLC31,533$992K0.0%N/A0.129%
(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, 126 institutional investors and hedge funds held shares of iShares Future AI & Tech ETF. The most heavily invested institutionals were Wharton Business Group LLC ($26.81M), LPL Financial LLC ($20.24M), Flow Traders U.S. LLC ($10.97M), Wealthcare Advisory Partners LLC ($4.43M), Rockefeller Capital Management L.P. ($4.40M), Royal Bank of Canada ($4.10M), and LRI Investments LLC ($4.01M).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 125 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), Flow Traders U.S. LLC ($348.95K), Arkadios Wealth Advisors ($243.89K), Clark Capital Management Group Inc. ($126.55K), Envestnet Asset Management Inc. ($118.58K), and Wealthcare Advisory Partners LLC ($108.01K).

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

Institutional investors have bought a total of 4,440,281 shares in the last 24 months. This purchase volume represents approximately $143.65M in transactions.

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

Of the 17 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), Wolf Group Capital Advisors ($4.14K), Cora Capital Advisors LLC ($3.20K), PFG Advisors ($2.31K), and 5th Street Advisors LLC ($1.83K).

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

Institutional investors have sold a total of 320,972 shares in the last 24 months. This volume of shares sold represents approximately $13.10M in transactions.


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This page (NYSEARCA:ARTY) was last updated on 8/9/2025 by MarketBeat.com Staff
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