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 |
| CIBC Private Wealth Group LLC | 0.00% | Add +12.5% | 3,092 | $118K |
| Crewe Advisors LLC | 0.02% | No change | 3,093 | $115K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.6% | 2,811 | $104K |
| Global Retirement Partners, LLC | 0.00% | Add +15.1% | 2,681 | $99K |
| Geneos Wealth Management Inc. | 0.00% | Add +5.6% | 2,639 | $98K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.5% | 2,618 | $97K |
| US Bancorp \de | 0.00% | Add +45.1% | 2,588 | $96K |
| Concord Wealth Partners | 0.01% | No change | 2,419 | $90K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.0% | 2,262 | $84K |
| Glassman Wealth Services | 0.01% | Reduce -28.6% | 2,224 | $82K |
| Bank of Montreal | 0.00% | No change | 2,133 | $79K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 2,095 | $78K |
| Sunbelt Securities, Inc. | 0.01% | Add +43.1% | 2,042 | $76K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.2% | 1,909 | $71K |
| FMR LLC | 0.00% | Reduce -11.3% | 1,885 | $70K |
| Breakwater Investment Management | 0.03% | No change | 1,802 | $67K |
| IFP Advisors, Inc | 0.00% | Add +11.0% | 1,713 | $63K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,637 | $61K |
| Gen-Wealth Partners Inc | 0.02% | Add +404.1% | 1,487 | $55K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.2% | 1,462 | $54K |
| National Bank of Canada | 0.00% | New | 1,244 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +500.0% | 1,200 | $44K |
| Continuum Advisory, LLC | 0.01% | No change | 1,176 | $44K |
| Comerica Bank | 0.00% | Reduce -3.7% | 1,157 | $43K |
| Allworth Financial LP | 0.00% | Add +16.1% | 988 | $40K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 1,061 | $39K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,055 | $39K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,029 | $38K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -5.8% | 817 | $30K |
| PFS Partners, LLC | 0.02% | Add +0.1% | 804 | $30K |
| Caldwell Trust Co | 0.00% | No change | 800 | $30K |
| Assetmark, Inc. | 0.00% | New | 760 | $28K |
| AdvisorNet Financial, Inc | 0.00% | No change | 696 | $26K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.0% | 657 | $24K |
| Evermay Wealth Management LLC | 0.00% | Reduce -21.4% | 550 | $20K |
| Coston, McIsaac & Partners | 0.01% | Add +4.2% | 524 | $19K |
| CoreCap Advisors, LLC | 0.00% | Add +38.2% | 488 | $18K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 462 | $17K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 457 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | Add +734.0% | 417 | $15K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 400 | $15K |
| NBT Bank, N.A. | 0.00% | Add +0.3% | 387 | $14K |
| Signaturefd, LLC | 0.00% | No change | 375 | $14K |
| ORG Partners LLC | 0.00% | No change | 353 | $13K |
| Prudent Man Investment Management, Inc. | 0.01% | — | 333 | $12K |
| Wingate Wealth Advisors, Inc. | 0.01% | — | 314 | $12K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 322 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.3% | 297 | $11K |
| St Germain D J Co. Inc. | 0.00% | No change | 290 | $11K |
| Pacific Center for Financial Services | 0.00% | No change | 260 | $10K |
| Toth Financial Advisory Corp. | 0.00% | No change | 210 | $8K |
| Park Square Financial Group, LLC | 0.01% | — | 200 | $7K |
| MAI Capital Management | 0.00% | New | 170 | $6K |
| Minot DeBlois Advisors LLC | 0.01% | — | 165 | $6K |
| 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 | $6K |
| Global Wealth Strategies & Associates | 0.00% | No change | 156 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 150 | $6K |
| 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% | No change | 140 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 127 | $5K |
| Key Financial Inc | 0.00% | No change | 126 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $4K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 100 | $4K |
| Spire Wealth Management | 0.00% | No change | 100 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 83 | $3K |
| Copley Financial Group, Inc. | 0.00% | Reduce -33.7% | 63 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 47 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 42 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 40 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 28 | $1K |
| AlphaMark Advisors, LLC | 0.00% | No change | 28 | $1K |
| Ameriflex Group, Inc. | 0.00% | — | 23 | $896 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $740 |
| Stephens Consulting, LLC | 0.00% | No change | 18 | $668 |
| Clearstead Advisors, LLC | 0.00% | No change | 12 | $446 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 11 | $408 |
| Phillips Financial Management, LLC | 0.00% | No change | 10 | $371 |
| Roxbury Financial LLC | 0.00% | — | 7 | $265 |
"% 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.