iShares Future AI & Tech ETFARTYETF

13F holders, Q1 2025 (March 31)
214holders +33
48new positions
16sold out
2famous investors
$31.47avg. 13F price*

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

0100200300400500 Q1 2024: 158Q1 2024Q2 2024: 173Q2 2024Q3 2024: 167Q3 2024Q4 2024: 181Q4 2024Q1 2025: 214Q1 2025Q2 2025: 235Q2 2025Q3 2025: 279Q3 2025Q4 2025: 318Q4 2025Q1 2026: 326Q1 2026Q2 2026: 403Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions48$30.1M
Exits16$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.

Show all 214 holders