iShares Future AI & Tech ETFARTYETF
13F holders, Q3 2024 (September 30)167holders −6
13new positions
22sold out
2famous investors
$34.24avg. 13F price*
At the end of Q3 2024, 167 institutions reported holding iShares Future AI & Tech ETF (ARTY) in their 13F filings, down 6 from Q2 2024. 13 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($17.7M), Bank of America Corp. ($16.2M) and Wharton Business Group, LLC ($12.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.2M |
| Exits | 22 | $11.9M |
All 13F filers, Q2 2024 → Q3 2024: 511,706 shares bought and 1,525,465 shares sold, net −1,013,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| Morgan Stanley | 0.00% | Reduce -41.9% | 518,311 | $17.7M |
| Bank of America Corp. | 0.00% | Reduce -7.5% | 471,940 | $16.2M |
| Wharton Business Group, LLC | 0.55% | Add +46.5% | 359,087 | $12.3M |
| LPL Financial LLC | 0.01% | Reduce -5.5% | 330,942 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -51.8% | 272,842 | $9.3M |
| UBS Group AG | 0.00% | Add +1.8% | 159,595 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Add +413.3% | 134,664 | $4.6M |
| Flow Traders U.S. LLC | 0.23% | Add +131.2% | 130,177 | $4.5M |
| Jane Street Group, LLC | 0.01% | Reduce -59.9% | 122,329 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -14.9% | 93,558 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -60.3% | 88,580 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +2.1% | 83,373 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.2% | 76,028 | $2.6M |
| Lionsbridge Wealth Management LLC | 2.04% | New | 75,272 | $2.6M |
| Citigroup Inc. | 0.00% | Add +12.3% | 66,737 | $2.3M |
| Strategic Wealth Investment Group, LLC | 0.22% | Add +8.5% | 61,423 | $2.1M |
| Creative Planning | 0.00% | Add +0.3% | 50,937 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 49,505 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.6% | 44,889 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +4.5% | 43,174 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.5% | 38,895 | $1.3M |
| Intrua Financial, LLC | 0.21% | Add +5.8% | 37,404 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -0.6% | 36,332 | $1.2M |
| Cora Capital Advisors LLC | 0.60% | Add +0.5% | 35,327 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +0.5% | 32,382 | $1.1M |
| One Wealth Map LLC | 0.65% | Add +5.9% | 30,934 | $1.1M |
| Waddell & Associates, LLC | 0.13% | Add +10.9% | 30,710 | $1.1M |
| Cascade Investment Group, Inc. | 0.75% | Reduce -3.5% | 29,977 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +1057.2% | 29,635 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.2% | 28,986 | $992K |
| NewEdge Advisors, LLC | 0.01% | Add +1.8% | 28,358 | $971K |
| Citadel Advisors | 0.00% | Add +70.0% | 27,577 | $944K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 26,951 | $923K |
| Tsfg, LLC | 0.20% | Add +1.5% | 26,875 | $920K |
| Corient Private Wealth LP | 0.00% | Reduce -5.4% | 25,758 | $882K |
| D. E. Shaw & Co. | 0.00% | Reduce -18.2% | 25,116 | $860K |
| Cetera Investment Advisers | 0.00% | Reduce -24.2% | 24,520 | $840K |
| Phoenix Wealth Advisors | 0.37% | Add +0.5% | 23,358 | $800K |
| Strategic Advocates LLC | 0.28% | Add +50.1% | 23,017 | $788K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.1% | 22,789 | $780K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.9% | 21,838 | $748K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.5% | 20,621 | $706K |
| Atlas Private Wealth Advisors | 0.10% | No change | 19,940 | $683K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.6% | 19,117 | $655K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.7% | 16,323 | $607K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 17,327 | $593K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 17,000 | $582K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.3% | 16,653 | $570K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.9% | 16,551 | $567K |
| Legacy Advisory Services, LLC | 0.43% | No change | 14,506 | $497K |
| Cibc World Market Inc. | 0.00% | Add +29.2% | 14,395 | $493K |
| Consolidated Portfolio Review Corp | 0.11% | No change | 14,204 | $486K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 13,214 | $452K |
| Fiduciary Financial Group, LLC | 0.10% | Add +0.7% | 12,905 | $451K |
| Cerity Partners LLC | 0.00% | Reduce -7.9% | 12,622 | $432K |
| Wolf Group Capital Advisors | 0.21% | Add +3.3% | 13,067 | $432K |
| AE Wealth Management LLC | 0.00% | Reduce -6.9% | 12,590 | $431K |
| Glass Jacobson Investment Advisors llc | 0.14% | Add +6.1% | 11,945 | $409K |
| PFG Advisors | 0.02% | Reduce -0.8% | 11,366 | $389K |
| WCG Wealth Advisors LLC | 0.03% | Add +1.1% | 11,325 | $388K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.0% | 11,054 | $378K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -38.7% | 10,998 | $377K |
| Matisse Capital | 0.18% | New | 10,922 | $374K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.5% | 10,592 | $363K |
| Mariner, LLC | 0.00% | Reduce -8.5% | 10,326 | $354K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 10,000 | $342K |
| World Investment Advisors | 0.01% | No change | 9,838 | $337K |
| First Horizon Advisors, Inc. | 0.01% | No change | 9,318 | $319K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +8.4% | 8,504 | $291K |
| Baird Financial Group, Inc. | 0.00% | Add +9.0% | 8,448 | $289K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -12.8% | 8,242 | $282K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 8,186 | $280K |
| Two Sigma Securities, LLC | 0.02% | New | 7,854 | $269K |
| Eagle Wealth Strategies LLC | 0.19% | Reduce -29.7% | 7,792 | $267K |
| Rothschild Investment LLC | 0.02% | New | 7,771 | $266K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 7,410 | $254K |
| Rockbridge Investment Management, LCC | 0.03% | New | 6,997 | $240K |
| Cresset Asset Management, LLC | 0.00% | Add +4.1% | 6,971 | $239K |
| Jones Financial Companies LLLP | 0.00% | Add +165.4% | 6,963 | $239K |
| Gemmer Asset Management LLC | 0.02% | No change | 6,450 | $221K |
| Harbour Investments, Inc. | 0.01% | Add +7.4% | 6,218 | $213K |
| Valmark Advisers, Inc. | 0.00% | New | 6,016 | $206K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.9% | 5,993 | $205K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 5,769 | $198K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +1.3% | 4,627 | $158K |
| Principal Securities, Inc. | 0.00% | Reduce -4.3% | 4,589 | $157K |
| BNP Paribas Financial Markets | 0.00% | Reduce -11.3% | 4,213 | $144K |
| LRI Investments, LLC | 0.01% | New | 4,000 | $143K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.0% | 3,276 | $112K |
| Glassman Wealth Services | 0.02% | No change | 3,115 | $107K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +6.9% | 3,111 | $107K |
| Crewe Advisors LLC | 0.01% | No change | 3,093 | $106K |
| CIBC Private Wealth Group LLC | 0.00% | Add +19.1% | 2,748 | $94K |
| Parallel Advisors, LLC | 0.00% | Add +57.5% | 2,658 | $91K |
| Geneos Wealth Management Inc. | 0.00% | Add +37.8% | 2,499 | $86K |
| Concord Wealth Partners | 0.01% | No change | 2,419 | $83K |
| Global Retirement Partners, LLC | 0.00% | Add +9.4% | 2,330 | $80K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,261 | $77K |
| Bank of Montreal | 0.00% | Reduce -20.1% | 2,133 | $73K |
| FMR LLC | 0.00% | Add +9.7% | 2,124 | $73K |
| Creative Financial Designs Inc. | 0.01% | Reduce -55.4% | 2,093 | $72K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,906 | $69K |
| JPMorgan Chase & Co. | 0.00% | Reduce -91.2% | 1,991 | $68K |
| Breakwater Investment Management | 0.03% | No change | 1,802 | $62K |
| US Bancorp \de | 0.00% | No change | 1,784 | $61K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,637 | $56K |
| IFP Advisors, Inc | 0.00% | Reduce -7.5% | 1,543 | $53K |
| Adirondack Trust Co. | 0.02% | No change | 1,500 | $51K |
| Parkside Financial Bank & Trust | 0.01% | New | 1,459 | $50K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -25.0% | 1,427 | $49K |
| Continuum Advisory, LLC | 0.01% | No change | 1,176 | $42K |
| Comerica Bank | 0.00% | Reduce -90.8% | 1,202 | $41K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,055 | $36K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,029 | $35K |
| Northwest Financial Advisors | 0.03% | New | 970 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 867 | $30K |
| Allworth Financial LP | 0.00% | Reduce -25.9% | 851 | $29K |
| PFS Partners, LLC | 0.02% | No change | 803 | $27K |
| Caldwell Trust Co | 0.00% | No change | 800 | $27K |
| Evermay Wealth Management LLC | 0.00% | No change | 700 | $24K |
| AdvisorNet Financial, Inc | 0.00% | Add +880.3% | 696 | $24K |
| M&R Capital Management Inc. | 0.00% | No change | 500 | $17K |
| Coston, McIsaac & Partners | 0.00% | Add +4.4% | 503 | $17K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 457 | $16K |
| WFA of San Diego, LLC | 0.01% | No change | 405 | $14K |
| NBT Bank, N.A. | 0.00% | No change | 386 | $13K |
| Signaturefd, LLC | 0.00% | No change | 375 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -7.8% | 353 | $12K |
| ORG Partners LLC | 0.00% | No change | 353 | $12K |
| Simplex Trading, LLC | 0.00% | Add +20.5% | 365 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Add +200.0% | 300 | $10K |
| Gen-Wealth Partners Inc | 0.00% | Add +103.5% | 295 | $10K |
| New England Capital Financial Advisors LLC | 0.01% | New | 296 | $10K |
| Robinson Capital Management, LLC | 0.00% | No change | 300 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 310 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 290 | $10K |
| Pacific Center for Financial Services | 0.00% | No change | 260 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 210 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 200 | $7K |
| JDM Financial Group LLC | 0.00% | No change | 163 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 162 | $6K |
| 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% | No change | 151 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 150 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 147 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 143 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -25.5% | 140 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 127 | $4K |
| Key Financial Inc | 0.00% | No change | 126 | $4K |
| Naples Money Management LLC | 0.00% | No change | 100 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 100 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $3K |
| Spire Wealth Management | 0.00% | New | 100 | $3K |
| Copley Financial Group, Inc. | 0.00% | — | 95 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 83 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 50 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 47 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 40 | $1K |
| Painted Porch Advisors LLC | 0.00% | No change | 31 | $1K |
| AlphaMark Advisors, LLC | 0.00% | No change | 28 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 28 | $959 |
| TD Waterhouse Canada Inc. | 0.00% | New | 20 | $668 |
| Stephens Consulting, LLC | 0.00% | No change | 18 | $617 |
| Clearstead Advisors, LLC | 0.00% | No change | 12 | $411 |
| Lowe Wealth Advisors, LLC | 0.00% | New | 11 | $377 |
| Phillips Financial Management, LLC | 0.00% | No change | 10 | $342 |
"% 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.