iShares Future AI & Tech ETFARTYETF
13F holders, Q2 2024 (June 30)173holders +15
28new positions
15sold out
2famous investors
$33.06avg. 13F price*
At the end of Q2 2024, 173 institutions reported holding iShares Future AI & Tech ETF (ARTY) in their 13F filings, up 15 from Q1 2024. 28 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($29.6M), Ameriprise Financial Inc. ($18.8M) and Bank of America Corp. ($16.9M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $17.2M |
| Exits | 15 | $5.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,099,504 shares bought and 587,694 shares sold, net +511,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Morgan Stanley | 0.00% | Add +8.1% | 891,564 | $29.6M |
| Ameriprise Financial Inc. | 0.01% | Add +9.3% | 565,868 | $18.8M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 510,475 | $16.9M |
| LPL Financial LLC | 0.01% | Add +4.9% | 350,239 | $11.6M |
| Jane Street Group, LLC | 0.01% | New | 304,878 | $10.1M |
| Gimbal Financial | 6.03% | Add +343.5% | 238,821 | $8.2M |
| Wharton Business Group, LLC | 0.42% | Add +6.3% | 245,097 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.0% | 223,335 | $7.4M |
| UBS Group AG | 0.00% | Add +12.1% | 156,722 | $5.2M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 109,934 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +1.2% | 81,683 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.8% | 76,952 | $2.6M |
| Citigroup Inc. | 0.00% | Add +11.0% | 59,400 | $2.0M |
| Strategic Wealth Investment Group, LLC | 0.24% | — | 56,598 | $1.9M |
| Flow Traders U.S. LLC | 0.09% | New | 56,304 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +127.4% | 51,214 | $1.7M |
| Itau Unibanco Holding S.A. | 0.07% | New | 55,000 | $1.7M |
| Creative Planning | 0.00% | Reduce -3.6% | 50,759 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -62.4% | 41,327 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | New | 40,288 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.3% | 39,856 | $1.3M |
| Raymond James & Associates | 0.00% | Add +26.4% | 36,551 | $1.2M |
| Intrua Financial, LLC | 0.19% | Add +42.5% | 35,344 | $1.2M |
| Cora Capital Advisors LLC | 0.60% | Add +5.3% | 35,137 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +198.2% | 32,219 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 32,353 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.0% | 31,628 | $1.0M |
| Cascade Investment Group, Inc. | 0.81% | Add +5.5% | 31,077 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Add +186.1% | 30,717 | $1.0M |
| One Wealth Map LLC | 0.61% | Add +12.6% | 29,222 | $991K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +46.2% | 28,647 | $951K |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.3% | 27,845 | $924K |
| Waddell & Associates, LLC | 0.12% | Reduce -1.4% | 27,694 | $919K |
| Corient Private Wealth LP | 0.00% | Add +62.2% | 27,240 | $904K |
| Cwm, LLC | 0.00% | Reduce -0.8% | 26,978 | $895K |
| Tsfg, LLC | 0.21% | Add +128.2% | 26,476 | $879K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.5% | 26,237 | $871K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.5% | 24,272 | $806K |
| Phoenix Wealth Advisors | 0.39% | Reduce -1.0% | 23,247 | $772K |
| JPMorgan Chase & Co. | 0.00% | Add +30.5% | 22,539 | $748K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -48.6% | 21,811 | $724K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.4% | 20,460 | $679K |
| Atlas Private Wealth Advisors | 0.11% | Add +100.0% | 19,940 | $662K |
| Farther Finance Advisors, LLC | 0.03% | Add +179.7% | 17,942 | $594K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.1% | 17,327 | $575K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.2% | 17,042 | $566K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.3% | 17,038 | $566K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +6.3% | 17,000 | $564K |
| Citadel Advisors | 0.00% | Reduce -85.3% | 16,227 | $539K |
| Sanctuary Advisors, LLC | 0.00% | — | 15,743 | $519K |
| WJ Wealth Management, LLC | 0.19% | Reduce -21.3% | 15,456 | $513K |
| Strategic Advocates LLC | 0.20% | New | 15,337 | $509K |
| Legacy Advisory Services, LLC | 0.44% | Add +10.7% | 14,506 | $481K |
| Consolidated Portfolio Review Corp | 0.11% | Reduce -3.6% | 14,204 | $471K |
| Cerity Partners LLC | 0.00% | New | 13,700 | $455K |
| AE Wealth Management LLC | 0.00% | Add +12.5% | 13,528 | $449K |
| Fiduciary Financial Group, LLC | 0.11% | — | 12,822 | $448K |
| Comerica Bank | 0.00% | Add +7.5% | 13,039 | $433K |
| Wolf Group Capital Advisors | 0.17% | Reduce -3.2% | 12,653 | $420K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -15.7% | 13,214 | $398K |
| PFG Advisors | 0.03% | Add +15.4% | 11,454 | $380K |
| Mariner, LLC | 0.00% | Add +29.6% | 11,281 | $374K |
| Glass Jacobson Investment Advisors llc | 0.14% | Add +10.6% | 11,258 | $374K |
| WCG Wealth Advisors LLC | 0.03% | Add +2.9% | 11,207 | $372K |
| Cibc World Market Inc. | 0.00% | Add +15.0% | 11,140 | $370K |
| United Capital Financial Advisors, LLC | 0.00% | New | 11,092 | $368K |
| Eagle Wealth Strategies LLC | 0.30% | Add +1.3% | 11,091 | $368K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -20.6% | 11,055 | $367K |
| Lodestone Wealth Management LLC | 0.18% | Reduce -1.9% | 10,294 | $342K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | Reduce -35.0% | 10,000 | $332K |
| World Investment Advisors | 0.02% | Add +27.3% | 9,838 | $327K |
| Integrated Wealth Concepts LLC | 0.00% | Add +8.1% | 9,448 | $314K |
| First Horizon Advisors, Inc. | 0.01% | No change | 9,318 | $309K |
| West Wealth Group, LLC | 0.10% | No change | 8,506 | $282K |
| HighTower Advisors, LLC | 0.00% | Add +2.6% | 8,332 | $276K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +19.6% | 7,844 | $260K |
| Baird Financial Group, Inc. | 0.00% | Reduce -25.6% | 7,751 | $257K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 7,410 | $246K |
| James Investment Research, Inc. | 0.03% | Add +13.3% | 7,315 | $243K |
| Cresset Asset Management, LLC | 0.00% | New | 6,697 | $222K |
| Private Advisor Group, LLC | 0.00% | New | 6,677 | $222K |
| Gemmer Asset Management LLC | 0.02% | Add +3.7% | 6,450 | $214K |
| Independent Financial Group, LLC | 0.01% | No change | 6,172 | $205K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.9% | 6,030 | $200K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.2% | 5,791 | $192K |
| Principal Securities, Inc. | 0.00% | Add +11.2% | 4,796 | $159K |
| BNP Paribas Financial Markets | 0.00% | Add +7.0% | 4,750 | $158K |
| Creative Financial Designs Inc. | 0.01% | Reduce -27.0% | 4,689 | $156K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +2.7% | 4,566 | $152K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,856 | $128K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.0% | 3,277 | $109K |
| Glassman Wealth Services | 0.02% | No change | 3,115 | $103K |
| Crewe Advisors LLC | 0.01% | No change | 3,093 | $103K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.4% | 2,911 | $97K |
| Bank of Montreal | 0.00% | Reduce -1.6% | 2,668 | $91K |
| Jones Financial Companies LLLP | 0.00% | New | 2,624 | $87K |
| Wells Fargo & Company | 0.00% | Reduce -46.4% | 2,561 | $85K |
| Concord Wealth Partners | 0.01% | No change | 2,419 | $80K |
| CIBC Private Wealth Group LLC | 0.00% | Add +911.8% | 2,307 | $78K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 2,261 | $75K |
"% 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.