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iShares Future AI & Tech ETF (ARTY) Institutional Ownership

iShares Future AI & Tech ETF logo
$71.09 0.00 (0.00%)
As of 07/2/2026 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)
217
Total
Institutional Inflows
(last 12 months)
$452.47M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$122.76M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
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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%
4/16/2026VVR Holdings LLC27,071$1.26M0.7%+25.4%0.061%
3/20/2026Hsbc Holdings PLC18,300$882K0.0%-37.5%0.042%
3/17/2026Rockefeller Capital Management L.P.41,139$1.98M0.0%-8.1%0.094%
3/9/2026Corient Private Wealth LLC16,209$781K0.0%+4.2%0.037%
3/4/2026SHP Wealth Management6,735$325K0.0%N/A0.015%
2/23/2026Beaird Harris Wealth Management LLC2,696$130K0.0%N/A0.006%
2/19/2026Corient Private Wealth LLC16,209$781K0.0%+4.2%0.037%
2/18/2026Strive Financial Group LLC953$46K0.0%N/A0.002%
2/18/2026Mercer 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%
2/18/2026NewEdge Advisors LLC17,635$850K0.0%+99.7%0.040%
2/18/2026Quadrature Capital Ltd17,437$840K0.0%N/A0.040%
2/18/2026IHT Wealth Management LLC16,362$788K0.0%+17.5%0.038%
2/17/2026Cetera 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%
2/17/2026Advisory Services Network LLC6,701$323K0.0%+8.4%0.015%
2/17/2026Clark Capital Management Group Inc.5,016$242K0.0%N/A0.012%
2/17/2026Captrust 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%
2/16/2026MML Investors Services LLC46,284$2.23M0.0%+5.5%0.106%
2/16/2026Mariner LLC152,218$7.33M0.0%+340.0%0.349%
2/16/2026Cladis Investment Advisory LLC19,795$954K0.5%-6.4%0.045%
2/16/2026Arax Advisory Partners1,367$66K0.0%N/A0.003%
2/16/2026Brown Advisory Inc.304,299$14.66M0.0%N/A0.698%
2/13/2026Arete Wealth Advisors LLC5,024$242K0.0%+11.1%0.012%
2/13/2026Kestra Advisory Services LLC62,545$3.01M0.0%-11.9%0.143%
2/13/2026Stifel Financial Corp57,814$2.79M0.0%+15.1%0.133%
2/13/2026Advyzon Investment Management LLC6,404$309K0.0%N/A0.015%
2/13/2026Morgan Stanley2,610,430$125.77M0.0%+9.9%5.987%
2/13/2026Gen Wealth Partners Inc1,117$54K0.0%+43.4%0.003%
2/13/2026Arkadios Wealth Advisors31,895$1.54M0.0%-28.0%0.073%
2/13/2026Integrated Wealth Concepts LLC7,863$379K0.0%+19.0%0.018%
2/13/2026Wells Fargo & Company MN6,605$318K0.0%-8.6%0.015%
2/13/2026Summit Financial LLC21,748$1.05M0.0%-3.1%0.050%
2/12/2026Laurel Oak Wealth Management LLC22,491$1.08M0.2%N/A0.052%
2/12/2026Federation des caisses Desjardins du Quebec5,000$241K0.0%+5.8%0.011%
2/12/2026Insigneo Advisory Services LLC12,526$604K0.0%+6.1%0.029%
2/12/2026Orion Porfolio Solutions LLC6,408$309K0.0%+21.2%0.015%
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2/12/2026Ardent Capital Management Inc.42,062$2.03M0.8%+10.0%0.096%
2/12/2026Commonwealth Equity Services LLC87,002$4.19M0.0%-9.5%0.200%
2/12/2026Steward Partners Investment Advisory LLC17,851$860K0.0%+20.5%0.041%
2/12/2026Investor s Fiduciary Advisor Network LLC64,238$3.09M0.7%N/A0.147%
2/12/2026CIBC Private Wealth Group LLC5,729$276K0.0%+26.1%0.013%
2/12/2026Bank of Montreal Can3,183$153K0.0%+10.9%0.007%
2/12/2026Principal Securities Inc.6,888$332K0.0%+33.8%0.016%
2/12/2026Great Valley Advisor Group Inc.49,853$2.40M0.0%-0.4%0.114%
2/12/2026Hudock Inc.27,496$1.33M0.2%+2.2%0.063%
2/12/2026Group One Trading LLC1,561$75K0.0%N/A0.004%


ARTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 267 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 259 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 9,842,598 shares in the last 24 months. This purchase volume represents approximately $452.47M 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), Arkadios Wealth Advisors ($212.00K), TD Waterhouse Canada Inc. ($152.85K), Envestnet Asset Management Inc. ($78.52K), Brookstone Capital Management ($59.95K), and Wealth Enhancement Advisory Services LLC ($57.29K).

Institutional investors have sold a total of 2,624,640 shares in the last 24 months. This volume of shares sold represents approximately $122.76M in transactions.


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This page (NYSEARCA:ARTY) was last updated on 7/5/2026 by MarketBeat.com Staff.
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