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iShares Future AI & Tech ETF (ARTY) Institutional Ownership

iShares Future AI & Tech ETF logo
$34.08 +1.00 (+3.01%)
As of 02:41 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)
60
Total
Institutional Inflows
(last 12 months)
$36.30M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$130.33K
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ARTY Institutional Buying and Selling by Quarter

iShares Future AI & Tech ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Signaturefd LLC925$29K0.0%N/A0.004%
5/1/2025Mitchell Mcleod Pugh & Williams Inc.7,294$229K0.0%N/A0.030%
5/1/2025LRI Investments LLC94,115$2.96M0.3%+2,252.9%0.386%
5/1/2025CWM LLC31,753$999K0.0%N/A0.130%
5/1/2025TruNorth Capital Management LLC1,055$33K0.0%N/A0.004%
4/30/2025 Cerity Partners LLC21,918$689K0.0%N/A0.090%
4/30/2025 Allworth Financial LP1,918$61K0.0%N/A0.008%
4/30/2025 Principal Securities Inc.4,447$140K0.0%N/A0.018%
4/30/2025 Trek Financial LLC102,449$3.22M0.2%N/A0.420%
4/30/2025 Opus Capital Group LLC26,310$827K0.1%N/A0.108%
4/30/2025 Stratos Wealth Partners LTD.17,444$549K0.0%N/A0.071%
4/29/2025 Envestnet Asset Management Inc.118,575$3.73M0.0%N/A0.486%
4/29/2025 Concurrent Investment Advisors LLC8,930$281K0.0%N/A0.037%
4/29/2025 World Investment Advisors10,124$318K0.0%N/A0.041%
4/29/2025 Capital Investment Advisory Services LLC817$26K0.0%N/A0.003%
4/29/2025 OneDigital Investment Advisors LLC28,831$907K0.0%N/A0.118%
4/28/2025 First Horizon Advisors Inc.8,655$272K0.0%N/A0.035%
4/28/2025 Physician Wealth Advisors Inc.3,599$113K0.0%N/A0.015%
4/28/2025 Vermillion Wealth Management Inc.1,817$57K0.0%+71.3%0.007%
4/24/2025 Tsfg LLC29,899$940K0.2%N/A0.123%
4/24/2025 Matisse Capital13,291$418K0.2%N/A0.054%
4/24/2025 Bartlett & CO. Wealth Management LLC1,200$38K0.0%N/A0.005%
4/23/2025 Creative Financial Designs Inc. ADV2,095$66K0.0%N/A0.009%
4/23/2025 Moran Wealth Management LLC8,138$256K0.0%N/A0.033%
4/23/2025 Consolidated Portfolio Review Corp14,243$448K0.1%N/A0.058%
4/23/2025 Crewe Advisors LLC3,093$97K0.0%N/A0.013%
4/22/2025 Cambridge Investment Research Advisors Inc.23,611$743K0.0%+2.9%0.097%
4/22/2025 Center for Financial Planning Inc.1,054$33K0.0%N/A0.004%
4/21/2025 Community Bank N.A.13,000$409K0.1%N/A0.053%
4/18/2025 Wolf Group Capital Advisors8,923$281K0.1%-31.7%0.037%
4/18/2025 Insigneo Advisory Services LLC27,616$869K0.1%N/A0.113%
4/17/2025 Breakwater Investment Management1,802$57K0.0%N/A0.007%
4/17/2025 Janney Montgomery Scott LLC38,837$1.22M0.0%N/A0.159%
4/17/2025 Atlas Private Wealth Advisors19,940$627K0.1%N/A0.082%
4/17/2025 Partners Wealth Management LLC6,530$205K0.2%N/A0.027%
4/16/2025 Farmers & Merchants Investments Inc.1,637$51K0.0%N/A0.007%
4/16/2025 Wealth Enhancement Advisory Services LLC47,551$1.50M0.0%+27.5%0.195%
4/16/2025 Goldstone Financial Group LLC17,086$537K0.1%N/A0.070%
4/16/2025 Crowley Wealth Management Inc.2,550$80K0.1%N/A0.010%
4/16/2025 Compagnie Lombard Odier SCmA2,700$85K0.0%N/A0.011%
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4/16/2025 Union Bancaire Privee UBP SA1,243$36K0.0%N/A0.005%
4/15/2025 GPS Wealth Strategies Group LLC2,262$71K0.0%N/A0.009%
4/15/2025 CX Institutional10,675$336K0.0%N/A0.044%
4/15/2025 Fiduciary Financial Group LLC10,133$303K0.1%N/A0.042%
4/15/2025 Wealthcare Advisory Partners LLC95,921$3.02M0.1%N/A0.393%
4/14/2025 PFS Partners LLC901$28K0.0%N/A0.004%
4/14/2025 Farther Finance Advisors LLC7,536$240K0.0%N/A0.031%
4/14/2025 Park Avenue Securities LLC10,213$321K0.0%N/A0.042%
4/14/2025 Patriot Financial Group Insurance Agency LLC18,410$579K0.1%N/A0.075%
4/14/2025 Gemmer Asset Management LLC6,450$203K0.0%N/A0.026%
4/11/2025 Cora Capital Advisors LLC56,760$1.79M0.9%N/A0.233%
4/10/2025 Amplius Wealth Advisors LLC21,960$691K0.1%N/A0.090%
4/8/2025 Rothschild Investment LLC7,771$244K0.0%N/A0.032%
4/8/2025 Parallel Advisors LLC2,657$84K0.0%N/A0.011%
4/1/2025 Glass Jacobson Investment Advisors llc12,661$398K0.1%N/A0.052%
3/17/2025 Wealth Enhancement Advisory Services LLC37,302$1.38M0.0%N/A0.161%
2/24/2025 H&H Retirement Design & Management INC26,844$1.04M0.6%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.1,061$39K0.0%N/A0.000%
2/19/2025WCG Wealth Advisors LLC12,442$461K0.0%N/A0.000%
2/18/2025 Sunbelt Securities Inc.2,042$76K0.0%N/A0.000%
2/18/2025GTS Securities LLC64,926$2.41M0.1%N/A0.000%
2/18/2025 Wolf Group Capital Advisors13,067$484K0.2%N/A0.000%
2/18/2025 Continuum Advisory LLC1,176$44K0.0%N/A0.000%
(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, 60 institutional investors and hedge funds held shares of iShares Future AI & Tech ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($3.73M), Trek Financial LLC ($3.22M), Wealthcare Advisory Partners LLC ($3.02M), LRI Investments LLC ($2.96M), GTS Securities LLC ($2.41M), Cora Capital Advisors LLC ($1.79M), and Wealth Enhancement Advisory Services LLC ($1.50M).Learn more on ARTY's institutional investors.

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

Of the 60 institutional investors that purchased iShares Future AI & Tech ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($118.58K), Trek Financial LLC ($102.45K), Wealthcare Advisory Partners LLC ($95.92K), LRI Investments LLC ($90.12K), GTS Securities LLC ($64.93K), Cora Capital Advisors LLC ($56.76K), and Wealth Enhancement Advisory Services LLC ($47.55K).

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

Institutional investors have bought a total of 1,125,961 shares in the last 24 months. This purchase volume represents approximately $36.30M in transactions.

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

The following institutional investors have sold iShares Future AI & Tech ETF stock in the last 24 months: Wolf Group Capital Advisors ($4.14K).

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

Institutional investors have sold a total of 4,144 shares in the last 24 months. This volume of shares sold represents approximately $130.33K in transactions.



This page (NYSEARCA:ARTY) was last updated on 5/2/2025 by MarketBeat.com Staff
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