iShares Future AI & Tech ETFARTYETF
13F holders, Q4 2024 (December 31)181holders +14
20new positions
14sold out
1famous investor
$37.08avg. 13F price*
At the end of Q4 2024, 181 institutions reported holding iShares Future AI & Tech ETF (ARTY) in their 13F filings, up 14 from Q3 2024. 20 opened new positions and 14 sold out. The largest holders were Wharton Business Group, LLC ($29.6M), Morgan Stanley ($27.4M) and Bank of America Corp. ($18.8M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $20.5M |
| Exits | 14 | $8.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,443,826 shares bought and 603,585 shares sold, net +840,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Wharton Business Group, LLC | 1.34% | Add +122.4% | 798,667 | $29.6M |
| Morgan Stanley | 0.00% | Add +42.6% | 739,151 | $27.4M |
| Bank of America Corp. | 0.00% | Add +7.7% | 508,102 | $18.8M |
| LPL Financial LLC | 0.01% | Add +6.2% | 351,295 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Add +10.5% | 301,377 | $11.2M |
| Arkadios Wealth Advisors | 0.43% | New | 213,984 | $7.9M |
| UBS Group AG | 0.00% | Reduce -5.1% | 151,525 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +19.3% | 111,575 | $4.1M |
| Gimbal Financial | 3.26% | New | 107,374 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +8.0% | 90,057 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +10.5% | 84,010 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.0% | 79,683 | $3.0M |
| Creative Planning | 0.00% | Add +37.3% | 69,916 | $2.6M |
| Raymond James Financial Inc. | 0.00% | — | 69,291 | $2.6M |
| GTS Securities LLC | 0.12% | New | 64,926 | $2.4M |
| Strategic Wealth Investment Group, LLC | 0.12% | Reduce -1.0% | 60,800 | $2.3M |
| Plan A Wealth LLC | 2.00% | — | 59,016 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.08% | New | 51,894 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 50,660 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +14.1% | 49,266 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -26.2% | 49,239 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.8% | 47,923 | $1.8M |
| Intrua Financial, LLC | 0.24% | Add +7.7% | 40,282 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +62.4% | 39,809 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.6% | 39,124 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.7% | 37,302 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +21.1% | 35,883 | $1.3M |
| Cora Capital Advisors LLC | 0.62% | Reduce -2.0% | 34,616 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -4.0% | 31,101 | $1.2M |
| Waddell & Associates, LLC | 0.12% | No change | 30,710 | $1.1M |
| Cascade Investment Group, Inc. | 0.78% | Reduce -1.7% | 29,477 | $1.1M |
| One Wealth Map LLC | 0.63% | Reduce -13.2% | 26,844 | $1.0M |
| Strategic Advocates LLC | 0.35% | Add +21.1% | 27,885 | $1.0M |
| Tsfg, LLC | 0.21% | Add +2.4% | 27,517 | $1.0M |
| Cwm, LLC | 0.00% | Add +0.1% | 26,968 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.0% | 25,971 | $963K |
| Jones Financial Companies LLLP | 0.00% | Add +238.5% | 23,569 | $874K |
| Phoenix Wealth Advisors | 0.38% | Add +0.1% | 23,378 | $867K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.0% | 22,938 | $850K |
| Copperleaf Capital, LLC | 0.51% | New | 21,889 | $811K |
| Atlas Private Wealth Advisors | 0.10% | No change | 19,940 | $739K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.6% | 19,451 | $721K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.0% | 16,979 | $661K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.5% | 17,573 | $651K |
| Corient Private Wealth LP | 0.00% | Reduce -31.8% | 17,571 | $651K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.9% | 17,488 | $648K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 17,000 | $630K |
| Advisors Preferred, LLC | 0.10% | New | 16,219 | $604K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.8% | 16,257 | $603K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.7% | 15,305 | $567K |
| Legacy Advisory Services, LLC | 0.46% | No change | 14,506 | $538K |
| Rockefeller Capital Management L.P. | 0.00% | New | 14,359 | $532K |
| Consolidated Portfolio Review Corp | 0.08% | Add +0.8% | 14,316 | $531K |
| Cibc World Market Inc. | 0.00% | Reduce -3.1% | 13,945 | $517K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 13,214 | $490K |
| Glass Jacobson Investment Advisors llc | 0.15% | Add +6.0% | 12,661 | $469K |
| Cerity Partners LLC | 0.00% | Reduce -0.3% | 12,584 | $466K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 12,556 | $465K |
| Matisse Capital | 0.24% | Add +14.3% | 12,481 | $463K |
| WCG Wealth Advisors LLC | 0.03% | Add +9.9% | 12,442 | $461K |
| Mariner, LLC | 0.00% | Add +15.0% | 11,876 | $440K |
| Wolf Group Capital Advisors | 0.21% | No change | 13,067 | $432K |
| PFG Advisors | 0.03% | Reduce -0.6% | 11,299 | $419K |
| Family Office Research LLC | 0.17% | — | 10,489 | $389K |
| AE Wealth Management LLC | 0.00% | Reduce -17.1% | 10,441 | $387K |
| HighTower Advisors, LLC | 0.00% | Add +25.4% | 10,266 | $381K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -22.7% | 9,973 | $377K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 10,000 | $371K |
| Goldstone Financial Group, LLC | 0.06% | New | 9,939 | $368K |
| World Investment Advisors | 0.01% | Add +0.2% | 9,856 | $365K |
| Jane Street Group, LLC | 0.00% | Reduce -92.1% | 9,684 | $359K |
| First Horizon Advisors, Inc. | 0.01% | No change | 9,318 | $345K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.9% | 8,284 | $307K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -2.6% | 8,283 | $307K |
| NewEdge Advisors, LLC | 0.00% | Reduce -71.0% | 8,235 | $305K |
| Independent Financial Group, LLC | 0.01% | Add +36.7% | 8,193 | $304K |
| Cresset Asset Management, LLC | 0.00% | Add +14.5% | 7,984 | $296K |
| CX Institutional | 0.01% | New | 7,916 | $293K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -25.7% | 7,870 | $292K |
| Rothschild Investment LLC | 0.02% | No change | 7,771 | $288K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -31.9% | 7,524 | $279K |
| D. E. Shaw & Co. | 0.00% | Reduce -70.4% | 7,428 | $275K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -32.6% | 7,411 | $275K |
| Harbour Investments, Inc. | 0.01% | Add +13.8% | 7,079 | $262K |
| Independent Advisor Alliance | 0.00% | New | 7,062 | $262K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -5.6% | 6,995 | $259K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -0.4% | 6,972 | $258K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,925 | $257K |
| Valmark Advisers, Inc. | 0.00% | Add +13.4% | 6,820 | $253K |
| Advyzon Investment Management, LLC | 0.10% | — | 6,690 | $248K |
| Partners Wealth Management, LLC | 0.28% | — | 6,560 | $243K |
| Gemmer Asset Management LLC | 0.02% | No change | 6,450 | $239K |
| Private Advisor Group, LLC | 0.00% | New | 5,594 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +67.0% | 5,472 | $203K |
| Pathstone Holdings, LLC | 0.00% | New | 5,446 | $202K |
| BNP Paribas Financial Markets | 0.00% | Add +18.7% | 5,001 | $185K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.5% | 4,530 | $168K |
| Principal Securities, Inc. | 0.00% | Reduce -3.1% | 4,447 | $165K |
| LRI Investments, LLC | 0.01% | No change | 4,000 | $148K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 3,600 | $133K |
"% 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.