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iShares Future AI & Tech ETF (ARTY) Institutional Ownership

iShares Future AI & Tech ETF logo
$75.08 -2.07 (-2.68%)
As of 11:01 AM 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)
213
Total
Institutional Inflows
(last 12 months)
$409.25M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$114.21M
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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
10/14/2026B. Riley Wealth Advisors Inc.4,454$349K0.0%N/A0.008%
10/13/2026Forvis Mazars Wealth Advisors LLC6,390$500K0.0%N/A0.012%
10/13/2026Cascade Investment Group Inc.34,134$2.67M1.5%N/A0.063%
10/13/2026Avior Wealth Management LLC15,475$1.21M0.0%N/A0.029%
10/9/2026McNaughton Wealth Management LLC101,463$7.95M2.8%-1.1%0.188%
10/9/2026Go Invest LLC528$41K0.0%N/A0.001%
10/8/2026MTCO Ltd.20,319$1.59M1.0%N/A0.038%
10/8/2026Farther Finance Advisors LLC16,859$1.32M0.0%+1.3%0.031%
10/8/2026Titleist Asset Management LLC8,566$671K0.0%+23.4%0.016%
10/7/2026Echo45 Advisors LLC5,000$392K0.2%N/A0.009%
10/2/2026 CX Institutional121,452$9.51M0.3%+7.8%0.225%
9/25/2026Atomic Invest LLC1,052$78K0.0%-33.4%0.002%
9/23/2026Envestnet Asset Management Inc.139,001$10.59M0.0%+27.1%0.259%
9/9/2026Tidal Investments LLC14,336$1.09M0.0%N/A0.027%
9/9/2026Gemmer Asset Management LLC36,462$2.78M0.2%+11.7%0.070%
9/9/2026Lotus Asset Management LLC5,215$397K0.4%N/A0.010%
9/9/2026NorthRock Partners LLC125,155$9.53M0.1%-2.6%0.239%
9/9/2026Integrated Wealth Concepts LLC18,395$1.40M0.0%+22.5%0.035%
9/9/2026NewEdge Advisors LLC35,106$2.67M0.0%+359.5%0.067%
9/9/2026IFP Advisors Inc32,782$2.50M0.0%-18.2%0.063%
9/9/2026Baird Financial Group Inc.15,463$1.18M0.0%-6.2%0.030%
9/8/2026Hudock Inc.28,210$2.15M0.3%-6.8%0.054%
9/8/2026Allworth Financial LP2,935$224K0.0%-4.3%0.006%
9/4/2026Parkside Financial Bank & Trust1,234$94K0.0%-15.2%0.002%
8/27/2026Corient Private Wealth LP14,095$1.07M0.0%+6.9%0.027%
8/27/2026Tucker Asset Management LLC67,061$5.11M1.3%+9.2%0.128%
8/25/2026Kingsbury Capital Investment Advisors LLC16,506$1.26M1.1%-18.7%0.032%
8/23/2026Ameritas Advisory Services LLC6,119$466K0.0%+24.2%0.012%
8/23/2026HB Wealth Management LLC10,280$783K0.0%-2.3%0.020%
8/22/2026Compass Financial Management LLC328$25K0.0%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC20,233$1.54M0.0%+31.4%0.039%
8/21/2026Strengthening Families & Communities LLC566$43K0.0%+89.9%0.001%
8/21/2026Continuum Advisory LLC23,870$1.82M0.1%-21.9%0.046%
8/21/2026Tsfg LLC4,469$340K0.0%-3.7%0.009%
8/12/2026Compass Financial Management LLC328$25K0.0%N/A0.001%
7/10/2026Taylor & Morgan Wealth Management LLC5,100$388K0.2%N/A0.010%
7/10/2026GenWealth Group Inc.3,790$289K0.0%N/A0.007%
7/10/2026Fiduciary Financial Group LLC10,966$835K0.1%-4.1%0.021%
7/10/2026Wealthcare Advisory Partners LLC97,731$7.44M0.1%-7.2%0.188%
7/9/2026Shira Ridge Wealth Management3,254$248K0.1%-64.8%0.006%
Elon Musk’s One Stock Retirement Plan (Ad)

Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he says is the same size Nvidia was a decade ago. The company holds 150 patents protecting its core technology, and Brown believes Elon Musk could soon drive major demand for it. A key catalyst is set for November 11.tc pixel

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7/9/2026Allied Private Wealth LLC1,282$91K0.1%N/A0.002%
7/9/2026Ehrlich Financial Group3,472$264K0.1%N/A0.007%
7/9/2026Valeo Financial Advisors LLC4,414$336K0.0%-4.7%0.008%
7/8/2026Praetorian Wealth Management Inc.3,721$283K0.0%N/A0.007%
7/8/2026Westmount Partners LLC4,969$378K0.1%N/A0.010%
7/8/2026Evanson Financial LLC3,566$272K0.0%N/A0.007%
7/7/2026Dynamic Advisor Solutions LLC5,103$389K0.0%N/A0.010%
7/7/2026McNaughton Wealth Management LLC102,549$7.81M2.8%-21.8%0.198%
7/7/2026Avior Wealth Management LLC13,510$1.03M0.0%+71.4%0.026%
7/6/2026Trilogy 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%
6/3/2026NewEdge 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%
5/19/2026Alexander 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%
5/19/2026Arkadios 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%
5/13/2026Cetera Investment Advisers157,217$7.32M0.0%+8.7%0.340%
5/8/2026PNC Financial Services Group Inc.3,242$151K0.0%-16.8%0.007%
5/6/2026Assetmark Inc.5,004$233K0.0%-99.2%0.011%
5/6/2026Independent Financial Group LLC55,204$2.57M0.1%N/A0.119%
5/5/2026Geneos Wealth Management Inc.4,979$232K0.0%-8.8%0.011%
5/5/2026Sanctuary Advisors LLC23,254$1.08M0.0%+13.3%0.050%
5/4/2026One Wealth Map LLC26,400$1.23M0.5%-5.3%0.057%
5/2/2026International Assets Investment Management LLC955$45K0.0%-18.0%0.002%
5/2/2026Valmark Advisers Inc.5,569$259K0.0%N/A0.012%
5/1/2026Fifth Third Bancorp8,459$394K0.0%+491.1%0.018%
5/1/2026Sequoia Financial Advisors LLC4,806$224K0.0%-45.4%0.010%
4/30/2026Hsbc Holdings PLC36,600$1.70M0.0%+100.0%0.080%
4/30/2026Kestra Advisory Services LLC94,027$4.38M0.0%+50.3%0.204%
4/28/2026Astoria Portfolio Advisors LLC.3,723$173K0.0%N/A0.008%
4/27/2026HB Wealth Management LLC10,525$490K0.0%+13.5%0.023%
4/27/2026Moran Wealth Management LLC45,767$2.13M0.1%+22.6%0.101%
4/27/2026World Investment Advisors23,745$1.11M0.0%+3.8%0.052%
4/27/2026Private Advisor Group LLC40,653$1.89M0.0%+9.1%0.090%
4/27/2026Platform Technology Partners16,727$778K0.1%+33.0%0.037%
4/27/2026Sound Income Strategies LLC2,281$109K0.0%-9.0%0.005%
4/24/2026Flagship Private Wealth LLC14,963$696K0.3%+11.0%0.033%
4/23/2026Intrua Financial LLC56,403$2.62M0.3%+25.1%0.125%
4/23/2026Continuum Advisory LLC30,553$1.42M0.1%-1.1%0.068%
4/23/2026Apollon Wealth Management LLC6,998$326K0.0%-14.4%0.015%
4/23/2026Riverbend Wealth Management LLC4,416$205K0.1%+4.2%0.010%
4/22/2026Janney Montgomery Scott LLC18,078$841K0.0%-44.6%0.041%
4/21/2026Laurel Oak Wealth Management LLC25,865$1.20M0.2%+15.0%0.058%
4/21/2026Next Level Wealth Planning LLC5,488$255K0.1%+17.1%0.012%
4/21/2026Columbus Macro LLC9,500$442K0.0%+13.9%0.021%
Elon Musk’s One Stock Retirement Plan (Ad)

Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he says is the same size Nvidia was a decade ago. The company holds 150 patents protecting its core technology, and Brown believes Elon Musk could soon drive major demand for it. A key catalyst is set for November 11.tc pixel

See the AI stock Jeff Brown is watching right now
4/20/2026Kestra Private Wealth Services LLC24,341$1.13M0.0%N/A0.055%
4/20/2026Blue Trust Inc.725$34K0.0%+43.3%0.002%
4/20/2026Apella Capital LLC3,815$178K0.0%N/A0.009%
4/18/2026Cora Capital Advisors LLC88,481$4.12M1.4%+10.7%0.200%
4/18/2026BCS Wealth Management5,147$239K0.0%-50.0%0.012%
4/17/2026Wealth Management Partners LLC61,658$2.87M0.8%+18.8%0.139%
4/17/2026Total Clarity Wealth Management Inc.8,111$377K0.1%N/A0.018%
4/17/2026AdvisorNet Financial Inc1,281$60K0.0%+23.1%0.003%
4/17/2026Brookstone Capital Management16,728$778K0.0%-78.2%0.038%
4/16/2026Stephen J. Garry & Associates LLC34,829$1.62M1.3%+3.0%0.079%


ARTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 292 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 280 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 8,596,636 shares in the last 24 months. This purchase volume represents approximately $409.25M in transactions.

Of the 64 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 ($29.71K).

Institutional investors have sold a total of 2,356,456 shares in the last 24 months. This volume of shares sold represents approximately $114.21M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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