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iShares Future AI & Tech ETF (ARTY) Institutional Ownership

iShares Future AI & Tech ETF logo
$66.71 -2.46 (-3.56%)
As of 07/24/2026 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)
220
Total
Institutional Inflows
(last 12 months)
$445.89M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$125.76M
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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
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%
6/3/2026NewEdge 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%
5/6/2026 Independent 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%
5/2/2026 International 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%
5/1/2026 Sequoia Financial Advisors LLC4,806$224K0.0%-45.4%0.010%
4/30/2026Hsbc Holdings PLC36,600$1.70M0.0%+100.0%0.080%
4/30/2026Kestra Advisory Services LLC94,027$4.38M0.0%+50.3%0.204%
4/28/2026Astoria Portfolio Advisors LLC.3,723$173K0.0%N/A0.008%
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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%
4/27/2026 Sound 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%
4/23/2026 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%
4/22/2026Janney 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%
4/21/2026Next Level Wealth Planning LLC5,488$255K0.1%+17.1%0.012%
4/21/2026 Columbus Macro LLC9,500$442K0.0%+13.9%0.021%
4/20/2026Kestra 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%
4/18/2026Cora 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%
4/16/2026Stephen 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%
3/17/2026Rockefeller 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%
2/23/2026 Beaird 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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

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%


ARTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 277 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 268 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 9,647,525 shares in the last 24 months. This purchase volume represents approximately $445.89M in transactions.

Of the 65 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 2,660,816 shares in the last 24 months. This volume of shares sold represents approximately $125.76M in transactions.


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This page (NYSEARCA:ARTY) was last updated on 7/25/2026 by MarketBeat.com Staff.
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