iShares Future AI & Tech ETFARTYETF
13F holders, Q1 2024 (March 31)158holders
2famous investors
$34.31avg. 13F price*
At the end of Q1 2024, 158 institutions reported holding iShares Future AI & Tech ETF (ARTY) in their 13F filings. The largest holders were Morgan Stanley ($28.3M), Bank of America Corp. ($18.1M) and Ameriprise Financial Inc. ($17.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Future AI & Tech ETF
- CUSIP
- 46435U556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $6.0M |
| Exits | 20 | $8.2M |
Ownership 158 holders
| Morgan Stanley | 0.00% | Add +6.6% | 824,790 | $28.3M |
| Bank of America Corp. | 0.00% | Add +29.9% | 526,360 | $18.1M |
| Ameriprise Financial Inc. | 0.00% | Add +143.4% | 517,486 | $17.7M |
| LPL Financial LLC | 0.01% | Add +7.0% | 334,013 | $11.5M |
| Wharton Business Group, LLC | 0.38% | Add +11.9% | 230,457 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.8% | 214,825 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | Add +2761.0% | 194,206 | $6.7M |
| UBS Group AG | 0.00% | Add +23.6% | 139,820 | $4.8M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 114,444 | $3.9M |
| Citadel Advisors | 0.00% | Add +21.4% | 110,014 | $3.8M |
| MML Investors Services, LLC | 0.02% | Add +6.6% | 109,945 | $3.8M |
| Theory Financial LLC | 1.90% | Reduce -2.1% | 108,904 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +0.7% | 94,772 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -1.7% | 80,725 | $2.8M |
| Gimbal Financial | 1.51% | Add +85.5% | 53,847 | $1.8M |
| Citigroup Inc. | 0.00% | Add +56.4% | 53,521 | $1.8M |
| Creative Planning | 0.00% | Add +11.2% | 52,681 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +56.7% | 44,454 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.3% | 42,459 | $1.5M |
| Cora Capital Advisors LLC | 0.61% | Add +27.2% | 33,357 | $1.1M |
| Cetera Investment Advisers | 0.00% | New | 32,031 | $1.1M |
| Cascade Investment Group, Inc. | 0.76% | Add +98.2% | 29,455 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.1% | 29,412 | $1.0M |
| Raymond James & Associates | 0.00% | Add +2.5% | 28,918 | $993K |
| Waddell & Associates, LLC | 0.13% | No change | 28,091 | $965K |
| Cwm, LLC | 0.00% | Reduce -2.0% | 27,202 | $934K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.2% | 27,031 | $929K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -57.3% | 26,711 | $918K |
| Intrua Financial, LLC | 0.13% | Add +98.5% | 24,804 | $852K |
| One Wealth Map LLC | 0.55% | Reduce -2.0% | 25,949 | $827K |
| Phoenix Wealth Advisors | 0.49% | Add +95.8% | 23,486 | $807K |
| Stifel Financial Corp. | 0.00% | Add +201.7% | 22,525 | $774K |
| Kestra Advisory Services, LLC | 0.01% | Add +65.9% | 21,763 | $748K |
| WJ Wealth Management, LLC | 0.27% | Reduce -18.9% | 19,646 | $675K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.0% | 19,596 | $673K |
| OneDigital Investment Advisors LLC | 0.01% | New | 17,516 | $602K |
| JPMorgan Chase & Co. | 0.00% | Add +9.7% | 17,272 | $593K |
| Corient Private Wealth LP | 0.00% | Reduce -0.9% | 16,794 | $577K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +8.0% | 16,514 | $567K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 16,188 | $556K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 16,000 | $550K |
| Insigneo Advisory Services, LLC | 0.06% | Add +25.2% | 15,672 | $538K |
| Consolidated Portfolio Review Corp | 0.13% | Add +9.0% | 14,741 | $506K |
| PFG Investments, LLC | 0.03% | New | 14,741 | $506K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | Add +23.0% | 15,375 | $482K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.3% | 13,917 | $478K |
| Legacy Advisory Services, LLC | 0.43% | New | 13,106 | $450K |
| Wolf Group Capital Advisors | 0.21% | No change | 13,067 | $432K |
| Comerica Bank | 0.00% | Add +4.4% | 12,135 | $417K |
| AE Wealth Management LLC | 0.00% | Reduce -51.0% | 12,023 | $413K |
| Tsfg, LLC | 0.10% | Add +268.7% | 11,603 | $399K |
| Eagle Wealth Strategies LLC | 0.31% | Add +3.8% | 10,952 | $376K |
| WCG Wealth Advisors LLC | 0.03% | New | 10,895 | $374K |
| Brookstone Capital Management | 0.01% | Add +25.4% | 10,805 | $371K |
| D. E. Shaw & Co. | 0.00% | New | 10,738 | $369K |
| Lodestone Wealth Management LLC | 0.19% | Reduce -4.0% | 10,492 | $360K |
| Baird Financial Group, Inc. | 0.00% | Add +20.1% | 10,411 | $358K |
| Credit Suisse AG/ | 0.00% | No change | 10,200 | $350K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +54.7% | 10,178 | $350K |
| Atlas Private Wealth Advisors | 0.11% | New | 9,970 | $342K |
| PFG Advisors | 0.02% | Add +38.3% | 9,921 | $341K |
| Cibc World Market Inc. | 0.00% | New | 9,690 | $333K |
| First Horizon Advisors, Inc. | 0.01% | No change | 9,318 | $320K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.5% | 8,740 | $300K |
| Mariner, LLC | 0.00% | Reduce -36.6% | 8,702 | $299K |
| West Wealth Group, LLC | 0.11% | No change | 8,506 | $292K |
| Retirement Group, LLC | 0.10% | Add +204.9% | 8,310 | $285K |
| HighTower Advisors, LLC | 0.00% | Add +8.6% | 8,124 | $280K |
| World Investment Advisors | 0.04% | New | 7,730 | $266K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -5.5% | 7,410 | $255K |
| Taylor Financial Group, Inc. | 0.18% | Reduce -4.8% | 6,965 | $239K |
| PNC Financial Services Group, Inc. | 0.00% | Add +39.7% | 6,767 | $232K |
| Bramshill Investments, LLC | 0.03% | New | 6,568 | $226K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +2.9% | 6,561 | $225K |
| WMG Financial Advisors, LLC | 0.13% | Reduce -1.7% | 6,540 | $225K |
| James Investment Research, Inc. | 0.03% | New | 6,455 | $222K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.7% | 6,420 | $221K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.2% | 6,415 | $220K |
| Gemmer Asset Management LLC | 0.02% | New | 6,221 | $214K |
| Independent Financial Group, LLC | 0.01% | Add +4.3% | 6,172 | $212K |
| Summit X, LLC | 0.05% | Reduce -1.5% | 6,066 | $208K |
| Harbour Investments, Inc. | 0.01% | Add +22.6% | 5,923 | $203K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -59.2% | 5,560 | $191K |
| Wells Fargo & Company | 0.00% | Add +1.3% | 4,777 | $164K |
| FinTrust Capital Advisors, LLC | 0.03% | New | 4,445 | $153K |
| BNP Paribas Financial Markets | 0.00% | Add +4.8% | 4,438 | $152K |
| Principal Securities, Inc. | 0.00% | Add +22.6% | 4,312 | $148K |
| US Bancorp \de | 0.00% | Add +82.5% | 3,255 | $112K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +44.3% | 3,183 | $109K |
| Glassman Wealth Services | 0.02% | Add +249.6% | 3,115 | $107K |
| Crewe Advisors LLC | 0.01% | Add +1821.1% | 3,093 | $106K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.3% | 2,951 | $101K |
| Bank of Montreal | 0.00% | Reduce -85.8% | 2,711 | $93K |
| Concord Wealth Partners | 0.01% | No change | 2,419 | $83K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,251 | $77K |
| FMR LLC | 0.00% | Add +285.7% | 2,206 | $76K |
| Global Retirement Partners, LLC | 0.00% | Add +1.0% | 1,980 | $68K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +31.1% | 1,901 | $65K |
| IFP Advisors, Inc | 0.00% | Add +6.5% | 1,871 | $64K |
| Parallel Advisors, LLC | 0.00% | New | 1,833 | $63K |
"% of holder's portfolio" is ARTY's weight in each manager's 13F, not the share of iShares Future AI & Tech ETF the manager owns.