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iShares Future AI & Tech ETF (ARTY) Institutional Ownership

iShares Future AI & Tech ETF logo
$77.18 -0.38 (-0.49%)
As of 04:10 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)
210
Total
Institutional Inflows
(last 12 months)
$428.67M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$112.46M
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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
8/12/2026 Compass Financial Management LLC328$25K0.0%N/A0.001%
7/10/2026 Taylor & Morgan Wealth Management LLC5,100$388K0.2%N/A0.010%
7/10/2026 GenWealth Group Inc.3,790$289K0.0%N/A0.007%
7/10/2026 Fiduciary Financial Group LLC10,966$835K0.1%-4.1%0.021%
7/10/2026 Wealthcare Advisory Partners LLC97,731$7.44M0.1%-7.2%0.188%
7/9/2026 Shira Ridge Wealth Management3,254$248K0.1%-64.8%0.006%
7/9/2026 Allied Private Wealth LLC1,282$91K0.1%N/A0.002%
7/9/2026 Ehrlich Financial Group3,472$264K0.1%N/A0.007%
7/9/2026 Valeo Financial Advisors LLC4,414$336K0.0%-4.7%0.008%
7/8/2026 Praetorian Wealth Management Inc.3,721$283K0.0%N/A0.007%
7/8/2026 Westmount Partners LLC4,969$378K0.1%N/A0.010%
7/8/2026 Evanson Financial LLC3,566$272K0.0%N/A0.007%
7/7/2026 Dynamic Advisor Solutions LLC5,103$389K0.0%N/A0.010%
7/7/2026 McNaughton Wealth Management LLC102,549$7.81M2.8%-21.8%0.198%
7/7/2026 Avior Wealth Management LLC13,510$1.03M0.0%+71.4%0.026%
7/6/2026 Trilogy Capital Inc.3,550$270K0.0%N/A0.007%
7/2/2026 CX Institutional112,651$8.58M0.2%-2.3%0.219%
6/18/2026Western Wealth Management LLC7,145$332K0.0%+55.0%0.015%
6/16/2026Steelhead Wealth Management LLC57,693$2.68M1.4%N/A0.125%
6/3/2026 NewEdge Advisors LLC7,640$355K0.0%-56.7%0.017%
5/19/2026Western Wealth Management LLC7,145$332K0.0%+55.0%0.015%
5/19/2026Bank of America Corp DE1,378,580$64.15M0.0%+2.5%2.983%
5/19/2026 Alexander Labrunerie & CO. Inc.110,731$5.15M1.9%+7.9%0.240%
5/19/2026Centaurus Financial Inc.4,421$206K0.0%-6.8%0.010%
5/19/2026 Arkadios Wealth Advisors32,232$1.50M0.0%+1.1%0.070%
5/18/2026Royal Bank of Canada198,243$9.23M0.0%+12.2%0.429%
5/14/2026Group One Trading LLC561$26K0.0%-64.1%0.001%
5/13/2026 Cetera Investment Advisers157,217$7.32M0.0%+8.7%0.340%
5/8/2026 PNC Financial Services Group Inc.3,242$151K0.0%-16.8%0.007%
5/6/2026 Assetmark Inc.5,004$233K0.0%-99.2%0.011%
5/6/2026 Independent Financial Group LLC55,204$2.57M0.1%N/A0.119%
5/5/2026 Geneos Wealth Management Inc.4,979$232K0.0%-8.8%0.011%
5/5/2026 Sanctuary Advisors LLC23,254$1.08M0.0%+13.3%0.050%
5/4/2026 One Wealth Map LLC26,400$1.23M0.5%-5.3%0.057%
5/2/2026 International Assets Investment Management LLC955$45K0.0%-18.0%0.002%
5/2/2026 Valmark Advisers Inc.5,569$259K0.0%N/A0.012%
5/1/2026 Fifth Third Bancorp8,459$394K0.0%+491.1%0.018%
5/1/2026 Sequoia Financial Advisors LLC4,806$224K0.0%-45.4%0.010%
4/30/2026Hsbc Holdings PLC36,600$1.70M0.0%+100.0%0.080%
4/30/2026 Kestra Advisory Services LLC94,027$4.38M0.0%+50.3%0.204%
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4/28/2026 Astoria Portfolio Advisors LLC.3,723$173K0.0%N/A0.008%
4/27/2026 HB Wealth Management LLC10,525$490K0.0%+13.5%0.023%
4/27/2026 Moran Wealth Management LLC45,767$2.13M0.1%+22.6%0.101%
4/27/2026World Investment Advisors23,745$1.11M0.0%+3.8%0.052%
4/27/2026 Private Advisor Group LLC40,653$1.89M0.0%+9.1%0.090%
4/27/2026 Platform Technology Partners16,727$778K0.1%+33.0%0.037%
4/27/2026 Sound Income Strategies LLC2,281$109K0.0%-9.0%0.005%
4/24/2026 Flagship Private Wealth LLC14,963$696K0.3%+11.0%0.033%
4/23/2026 Intrua Financial LLC56,403$2.62M0.3%+25.1%0.125%
4/23/2026 Continuum Advisory LLC30,553$1.42M0.1%-1.1%0.068%
4/23/2026 Apollon Wealth Management LLC6,998$326K0.0%-14.4%0.015%
4/23/2026 Riverbend Wealth Management LLC4,416$205K0.1%+4.2%0.010%
4/22/2026 Janney Montgomery Scott LLC18,078$841K0.0%-44.6%0.041%
4/21/2026 Laurel Oak Wealth Management LLC25,865$1.20M0.2%+15.0%0.058%
4/21/2026 Next Level Wealth Planning LLC5,488$255K0.1%+17.1%0.012%
4/21/2026 Columbus Macro LLC9,500$442K0.0%+13.9%0.021%
4/20/2026 Kestra Private Wealth Services LLC24,341$1.13M0.0%N/A0.055%
4/20/2026 Blue Trust Inc.725$34K0.0%+43.3%0.002%
4/20/2026 Apella Capital LLC3,815$178K0.0%N/A0.009%
4/18/2026 Cora Capital Advisors LLC88,481$4.12M1.4%+10.7%0.200%
4/18/2026 BCS Wealth Management5,147$239K0.0%-50.0%0.012%
4/17/2026 Wealth Management Partners LLC61,658$2.87M0.8%+18.8%0.139%
4/17/2026 Total Clarity Wealth Management Inc.8,111$377K0.1%N/A0.018%
4/17/2026 AdvisorNet Financial Inc1,281$60K0.0%+23.1%0.003%
4/17/2026 Brookstone Capital Management16,728$778K0.0%-78.2%0.038%
4/16/2026 Stephen J. Garry & Associates LLC34,829$1.62M1.3%+3.0%0.079%
4/16/2026 VVR Holdings LLC27,071$1.26M0.7%+25.4%0.061%
3/20/2026Hsbc Holdings PLC18,300$882K0.0%-37.5%0.042%
3/17/2026 Rockefeller Capital Management L.P.41,139$1.98M0.0%-8.1%0.094%
3/9/2026 Corient Private Wealth LLC16,209$781K0.0%+4.2%0.037%
3/4/2026 SHP Wealth Management6,735$325K0.0%N/A0.015%
2/23/2026 Beaird Harris Wealth Management LLC2,696$130K0.0%N/A0.006%
2/19/2026 Corient Private Wealth LLC16,209$781K0.0%+4.2%0.037%
2/18/2026 Strive Financial Group LLC953$46K0.0%N/A0.002%
2/18/2026 Mercer Global Advisors Inc. ADV35,480$1.71M0.0%+6.5%0.081%
2/18/2026Beacon Pointe Advisors LLC13,593$655K0.0%+94.6%0.031%
2/18/2026 NewEdge Advisors LLC17,635$850K0.0%+99.7%0.040%
2/18/2026 Quadrature Capital Ltd17,437$840K0.0%N/A0.040%
2/18/2026IHT Wealth Management LLC16,362$788K0.0%+17.5%0.038%
2/17/2026 Cetera Investment Advisers144,591$6.97M0.0%+24.7%0.332%
2/17/2026Equitable Holdings Inc.8,186$394K0.0%+75.0%0.019%
2/17/2026Osaic Holdings Inc.362,580$17.47M0.0%+22.4%0.832%
2/17/2026 Advisory Services Network LLC6,701$323K0.0%+8.4%0.015%
2/17/2026 Clark Capital Management Group Inc.5,016$242K0.0%N/A0.012%
2/17/2026 Captrust Financial Advisors196,873$9.49M0.0%+38.9%0.452%
2/17/2026Royal Bank of Canada176,660$8.51M0.0%+13.7%0.405%
2/16/2026Retirement Capital Strategies19,561$942K0.3%N/A0.045%
2/16/2026 MML Investors Services LLC46,284$2.23M0.0%+5.5%0.106%
2/16/2026 Mariner LLC152,218$7.33M0.0%+340.0%0.349%
2/16/2026 Cladis Investment Advisory LLC19,795$954K0.5%-6.4%0.045%
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2/16/2026 Arax Advisory Partners1,367$66K0.0%N/A0.003%
2/16/2026Brown Advisory Inc.304,299$14.66M0.0%N/A0.698%
2/13/2026 Arete Wealth Advisors LLC5,024$242K0.0%+11.1%0.012%
2/13/2026 Kestra Advisory Services LLC62,545$3.01M0.0%-11.9%0.143%
2/13/2026 Stifel Financial Corp57,814$2.79M0.0%+15.1%0.133%
2/13/2026Advyzon Investment Management LLC6,404$309K0.0%N/A0.015%
2/13/2026 Morgan Stanley2,610,430$125.77M0.0%+9.9%5.987%
2/13/2026 Gen Wealth Partners Inc1,117$54K0.0%+43.4%0.003%
2/13/2026 Arkadios Wealth Advisors31,895$1.54M0.0%-28.0%0.073%
2/13/2026 Integrated Wealth Concepts LLC7,863$379K0.0%+19.0%0.018%


ARTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 278 institutional investors and hedge funds held shares of iShares Future AI & Tech ETF. The most heavily invested institutionals were Morgan Stanley ($125.77M), Northwestern Mutual Wealth Management Co. ($100.90M), Bank of America Corp DE ($64.15M), Ameriprise Financial Inc. ($60.64M), LPL Financial LLC ($53.61M), Hancock Prospecting Pty Ltd ($48.31M), and Wharton Business Group LLC ($46.00M).Learn more on iShares Future AI & Tech ETF's institutional investors.

Of the 269 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: Northwestern Mutual Wealth Management Co. ($2.09M), Hancock Prospecting Pty Ltd ($1.06M), Ameriprise Financial Inc. ($982.79K), Wharton Business Group LLC ($875.06K), LPL Financial LLC ($774.89K), Assetmark Inc. ($634.98K), and Bank of America Corp DE ($514.81K).

Institutional investors have bought a total of 9,227,258 shares in the last 24 months. This purchase volume represents approximately $428.67M in transactions.

Of the 58 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: Northwestern Mutual Wealth Management Co. ($1.17M), Assetmark Inc. ($629.97K), TD Waterhouse Canada Inc. ($152.85K), Brookstone Capital Management ($59.95K), Wealth Enhancement Advisory Services LLC ($57.29K), Wharton Business Group LLC ($34.36K), and McNaughton Wealth Management LLC ($28.62K).

Institutional investors have sold a total of 2,336,525 shares in the last 24 months. This volume of shares sold represents approximately $112.46M in transactions.


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Institutional ownership data for NYSEARCA:ARTY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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