iShares Future AI & Tech ETFARTYETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 214 institutions reported holding iShares Future AI & Tech ETF (ARTY) in their 13F filings, up 33 from Q4 2024. 48 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($31.3M), Wharton Business Group, LLC ($26.8M) and Bank of America Corp. ($21.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $30.1M |
| Exits | 16 | $10.7M |
All 13F filers, Q4 2024 → Q1 2025: 3,163,481 shares bought and 404,322 shares sold, net +2,759,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Morgan Stanley | 0.00% | Add +34.7% | 995,401 | $31.3M |
| Wharton Business Group, LLC | 1.21% | Add +6.7% | 852,322 | $26.8M |
| Bank of America Corp. | 0.00% | Add +32.8% | 674,690 | $21.2M |
| LPL Financial LLC | 0.01% | Add +83.2% | 643,590 | $20.2M |
| UBS Group AG | 0.00% | Add +141.8% | 366,323 | $11.5M |
| Flow Traders U.S. LLC | 0.46% | New | 348,950 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Add +13.3% | 341,549 | $10.7M |
| TD Waterhouse Canada Inc. | 0.08% | Add +1561940.0% | 312,408 | $9.9M |
| Arkadios Wealth Advisors | 0.29% | Add +14.0% | 243,893 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +16.9% | 130,466 | $4.1M |
| Clark Capital Management Group, Inc. | 0.03% | New | 126,554 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +81.2% | 125,537 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +147.4% | 118,575 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +42.2% | 113,287 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +367.9% | 110,290 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +30.0% | 109,194 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +634.6% | 105,489 | $3.3M |
| Trek Financial, LLC | 0.23% | New | 102,449 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +6.5% | 95,921 | $3.0M |
| LRI Investments, LLC | 0.29% | Add +2252.9% | 94,115 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +124.4% | 89,321 | $2.8M |
| 5th Street Advisors, LLC | 1.17% | New | 76,961 | $2.4M |
| Creative Planning | 0.00% | Reduce -3.2% | 67,679 | $2.1M |
| Cora Capital Advisors LLC | 0.86% | Add +64.0% | 56,760 | $1.8M |
| Citigroup Inc. | 0.00% | Add +8.0% | 53,190 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 52,397 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +5.7% | 52,049 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.5% | 47,551 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +385.4% | 47,002 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +131.5% | 45,035 | $1.4M |
| Plan A Wealth LLC | 1.04% | Reduce -28.0% | 42,510 | $1.3M |
| Intrua Financial, LLC | 0.20% | Add +0.9% | 40,640 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.7% | 39,406 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +460.8% | 38,837 | $1.2M |
| Ardent Capital Management, Inc. | 0.53% | New | 38,761 | $1.2M |
| Strategic Advocates LLC | 0.40% | Add +32.5% | 36,953 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +40.6% | 36,510 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +7.1% | 33,304 | $1.0M |
| Cwm, LLC | 0.00% | Add +17.7% | 31,753 | $999K |
| AE Wealth Management LLC | 0.01% | Add +202.0% | 31,533 | $992K |
| Waddell & Associates, LLC | 0.12% | Add +0.1% | 30,735 | $967K |
| Tsfg, LLC | 0.19% | Add +8.7% | 29,899 | $940K |
| Citadel Advisors | 0.00% | New | 29,337 | $923K |
| OneDigital Investment Advisors LLC | 0.01% | Add +88.4% | 28,831 | $907K |
| Cascade Investment Group, Inc. | 0.69% | Reduce -2.8% | 28,652 | $901K |
| Insigneo Advisory Services, LLC | 0.09% | Add +109.0% | 27,616 | $869K |
| GTS Securities LLC | 0.04% | Reduce -57.8% | 27,380 | $861K |
| Opus Capital Group, LLC | 0.11% | New | 26,310 | $827K |
| Assetmark, Inc. | 0.00% | Add +3296.4% | 25,813 | $812K |
| Mariner, LLC | 0.00% | Add +113.4% | 25,344 | $797K |
| One Wealth Map LLC | 0.52% | Reduce -0.2% | 26,784 | $776K |
| GWN Securities Inc. | 0.04% | New | 24,325 | $765K |
| Hudock, Inc. | 0.13% | New | 24,249 | $763K |
| Phoenix Wealth Advisors | 0.32% | Add +1.4% | 23,696 | $745K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.9% | 23,611 | $743K |
| Copperleaf Capital, LLC | 0.44% | Add +7.5% | 23,530 | $740K |
| Amplius Wealth Advisors, LLC | 0.07% | New | 21,960 | $691K |
| Cerity Partners LLC | 0.00% | Add +74.2% | 21,918 | $689K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.5% | 21,424 | $674K |
| Atlas Private Wealth Advisors | 0.09% | No change | 19,940 | $627K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | New | 18,410 | $579K |
| Corient Private Wealth LP | 0.00% | Add +2.9% | 18,086 | $569K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +7.3% | 17,444 | $549K |
| Goldstone Financial Group, LLC | 0.08% | Add +71.9% | 17,086 | $537K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 17,000 | $535K |
| Cladis Investment Advisory, LLC | 0.37% | New | 16,355 | $514K |
| PFG Advisors | 0.03% | Add +34.1% | 15,157 | $477K |
| Cibc World Market Inc. | 0.00% | Add +7.6% | 15,000 | $472K |
| Glass Jacobson Investment Advisors llc | 0.15% | No change | 12,661 | $469K |
| Old Mission Capital LLC | 0.01% | New | 14,822 | $466K |
| Legacy Advisory Services, LLC | 0.39% | Reduce -0.0% | 14,505 | $456K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.7% | 14,482 | $455K |
| HighTower Advisors, LLC | 0.00% | Add +38.8% | 14,249 | $448K |
| Consolidated Portfolio Review Corp | 0.07% | Reduce -0.5% | 14,243 | $448K |
| Matisse Capital | 0.22% | Add +6.5% | 13,291 | $418K |
| Community Bank, N.A. | 0.05% | New | 13,000 | $409K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.1% | 12,044 | $379K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -4.1% | 11,935 | $375K |
| CX Institutional | 0.01% | Add +34.9% | 10,675 | $336K |
| Family Office Research LLC | 0.16% | Reduce -1.3% | 10,356 | $326K |
| Park Avenue Securities LLC | 0.00% | New | 10,213 | $321K |
| World Investment Advisors | 0.01% | Add +2.7% | 10,124 | $318K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 10,000 | $314K |
| Fiduciary Financial Group, LLC | 0.07% | Add +1.6% | 10,133 | $303K |
| HB Wealth Management, LLC | 0.00% | New | 9,504 | $299K |
| Avantax Advisory Services, Inc. | 0.00% | New | 9,330 | $293K |
| Advisory Services Network, LLC | 0.01% | New | 9,005 | $283K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +18.7% | 8,930 | $281K |
| Wolf Group Capital Advisors | 0.09% | Reduce -31.7% | 8,923 | $281K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +60.3% | 8,770 | $276K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -7.1% | 8,655 | $272K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.1% | 8,270 | $260K |
| Cresset Asset Management, LLC | 0.00% | Add +3.2% | 8,241 | $259K |
| Independent Financial Group, LLC | 0.01% | No change | 8,193 | $258K |
| Moran Wealth Management, LLC | 0.01% | New | 8,138 | $256K |
| Rothschild Investment LLC | 0.02% | No change | 7,771 | $244K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.7% | 7,536 | $240K |
| JPMorgan Chase & Co. | 0.00% | Add +1053.4% | 7,578 | $238K |
| D. E. Shaw & Co. | 0.00% | No change | 7,428 | $234K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | New | 7,294 | $229K |
"% 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.