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 |
| Global Retirement Partners, LLC | 0.00% | Add +7.6% | 2,130 | $71K |
| FMR LLC | 0.00% | Reduce -12.2% | 1,936 | $64K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.3% | 1,906 | $63K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -65.8% | 1,902 | $63K |
| Geneos Wealth Management Inc. | 0.00% | Add +35.5% | 1,813 | $60K |
| Breakwater Investment Management | 0.03% | No change | 1,802 | $60K |
| US Bancorp \de | 0.00% | Reduce -45.2% | 1,784 | $59K |
| Family Firm, Inc. | 0.01% | New | 1,712 | $57K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.9% | 1,688 | $56K |
| IFP Advisors, Inc | 0.00% | Reduce -10.8% | 1,669 | $55K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,637 | $54K |
| Adirondack Trust Co. | 0.02% | New | 1,500 | $50K |
| Realta Investment Advisors | 0.01% | Add +213.7% | 1,468 | $49K |
| Continuum Advisory, LLC | 0.01% | No change | 1,176 | $39K |
| Allworth Financial LP | 0.00% | Add +35.2% | 1,149 | $38K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,055 | $35K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,029 | $34K |
| Strategic Financial Concepts, LLC | 0.02% | New | 26,757 | $34K |
| Salomon & Ludwin, LLC | 0.00% | No change | 981 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 867 | $29K |
| PFS Partners, LLC | 0.02% | Add +0.4% | 803 | $27K |
| Caldwell Trust Co | 0.00% | No change | 800 | $27K |
| Lynx Investment Advisory | 0.02% | — | 753 | $25K |
| Evermay Wealth Management LLC | 0.00% | No change | 700 | $23K |
| Main Street Group, LTD | 0.01% | No change | 611 | $20K |
| M&R Capital Management Inc. | 0.00% | Add +0.4% | 500 | $17K |
| Coston, McIsaac & Partners | 0.01% | Add +6.4% | 482 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 457 | $15K |
| Mather Group, Llc. | 0.00% | New | 425 | $15K |
| WFA of San Diego, LLC | 0.01% | — | 405 | $13K |
| International Assets Investment Management, LLC | 0.00% | New | 395 | $13K |
| NBT Bank, N.A. | 0.00% | New | 386 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 383 | $13K |
| Signaturefd, LLC | 0.00% | No change | 375 | $12K |
| ORG Partners LLC | 0.00% | New | 353 | $12K |
| Unique Wealth Strategies, LLC | 0.01% | New | 337 | $12K |
| Scarborough Advisors, LLC | 0.00% | Add +114.0% | 321 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 310 | $10K |
| Simplex Trading, LLC | 0.00% | Reduce -63.8% | 303 | $10K |
| Robinson Capital Management, LLC | 0.00% | No change | 300 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 290 | $10K |
| Pacific Center for Financial Services | 0.00% | Add +0.4% | 260 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 210 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 200 | $7K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -30.1% | 188 | $6K |
| JDM Financial Group LLC | 0.00% | Add +0.6% | 163 | $5K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -60.0% | 162 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 126 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 160 | $5K |
| Global Wealth Strategies & Associates | 0.00% | No change | 156 | $5K |
| Rise Advisors, LLC | 0.00% | Add +0.7% | 151 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 150 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 147 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 145 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 143 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 127 | $4K |
| Key Financial Inc | 0.00% | No change | 126 | $4K |
| Howe & Rusling Inc. | 0.00% | No change | 100 | $3K |
| Asset Dedication, LLC | 0.00% | New | 100 | $3K |
| Qube Research & Technologies Ltd | 0.00% | New | 100 | $3K |
| Naples Money Management LLC | 0.00% | No change | 100 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 83 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 71 | $2K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 60 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 50 | $2K |
| Larson Financial Group LLC | 0.00% | New | 47 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 40 | $1K |
| Painted Porch Advisors LLC | 0.00% | New | 31 | $1K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -51.7% | 28 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 28 | $929 |
| Stephens Consulting, LLC | 0.00% | New | 18 | $598 |
| Clearstead Advisors, LLC | 0.00% | New | 12 | $399 |
| Phillips Financial Management, LLC | 0.00% | No change | 10 | $332 |
"% 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.