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
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 |
| Pathstone Holdings, LLC | 0.00% | Add +32.3% | 7,205 | $227K |
| Baird Financial Group, Inc. | 0.00% | Reduce -14.8% | 7,061 | $222K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 6,972 | $219K |
| Jefferies Financial Group Inc. | 0.00% | New | 6,630 | $209K |
| Partners Wealth Management, LLC | 0.23% | Reduce -0.5% | 6,530 | $205K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -6.7% | 6,528 | $205K |
| Gemmer Asset Management LLC | 0.02% | No change | 6,450 | $203K |
| Harbour Investments, Inc. | 0.01% | Reduce -20.2% | 5,649 | $178K |
| Principal Securities, Inc. | 0.00% | No change | 4,447 | $165K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +55.0% | 4,358 | $137K |
| BNP Paribas Financial Markets | 0.00% | Reduce -18.5% | 4,074 | $128K |
| Comerica Bank | 0.00% | Add +243.4% | 3,973 | $125K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -0.0% | 3,599 | $113K |
| Crewe Advisors LLC | 0.01% | No change | 3,093 | $97K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -32.3% | 3,068 | $96K |
| Geneos Wealth Management Inc. | 0.00% | Add +9.3% | 2,884 | $91K |
| US Bancorp \de | 0.00% | Add +5.8% | 2,738 | $86K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 2,700 | $85K |
| Parallel Advisors, LLC | 0.00% | Add +1.5% | 2,657 | $84K |
| Crowley Wealth Management, Inc. | 0.08% | New | 2,550 | $80K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.1% | 2,748 | $77K |
| Concord Wealth Partners | 0.01% | No change | 2,419 | $76K |
| Sunbelt Securities, Inc. | 0.01% | Add +12.3% | 2,294 | $72K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,262 | $71K |
| Glassman Wealth Services | 0.01% | No change | 2,224 | $70K |
| AlphaCore Capital LLC | 0.01% | New | 2,162 | $68K |
| Bank of Montreal | 0.00% | Reduce -0.4% | 2,124 | $67K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,095 | $66K |
| Allworth Financial LP | 0.00% | Add +94.1% | 1,918 | $61K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,909 | $60K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +71.3% | 1,817 | $57K |
| Breakwater Investment Management | 0.02% | No change | 1,802 | $57K |
| Wells Fargo & Company | 0.00% | Reduce -95.0% | 1,794 | $56K |
| NewEdge Advisors, LLC | 0.00% | Reduce -79.9% | 1,656 | $52K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,637 | $51K |
| IFP Advisors, Inc | 0.00% | Reduce -7.9% | 1,577 | $50K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,462 | $46K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -10.1% | 1,337 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,200 | $38K |
| Continuum Advisory, LLC | 0.00% | No change | 1,176 | $37K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 1,243 | $36K |
| Banque Cantonale Vaudoise | 0.00% | — | 1,100 | $35K |
| FMR LLC | 0.00% | Reduce -41.2% | 1,108 | $35K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,055 | $33K |
| Center for Financial Planning, Inc. | 0.00% | Add +2.4% | 1,054 | $33K |
| Simplex Trading, LLC | 0.00% | New | 1,078 | $33K |
| Signaturefd, LLC | 0.00% | Add +146.7% | 925 | $29K |
| PFS Partners, LLC | 0.02% | Add +12.1% | 901 | $28K |
| BlackRock, Inc. | 0.00% | New | 857 | $27K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 817 | $26K |
| Caldwell Trust Co | 0.00% | No change | 800 | $25K |
| AdvisorNet Financial, Inc | 0.00% | No change | 696 | $22K |
| Arax Advisory Partners | 0.00% | New | 547 | $17K |
| Coston, McIsaac & Partners | 0.01% | Add +4.6% | 548 | $17K |
| First Command Advisory Services, Inc. | 0.00% | New | 522 | $16K |
| Blue Trust, Inc. | 0.00% | New | 506 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 488 | $15K |
| Garde Capital, Inc. | 0.00% | New | 460 | $14K |
| Salomon & Ludwin, LLC | 0.00% | New | 458 | $14K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 457 | $14K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 441 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.4% | 427 | $13K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 400 | $13K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 333 | $12K |
| NBT Bank, N.A. | 0.00% | No change | 387 | $12K |
| National Bank of Canada | 0.00% | Reduce -70.3% | 369 | $12K |
| True Wealth Design, LLC | 0.00% | New | 368 | $12K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 322 | $10K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 297 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 290 | $9K |
| Pacific Center for Financial Services | 0.00% | No change | 260 | $8K |
| Park Square Financial Group, LLC | 0.01% | Add +8.0% | 216 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 210 | $7K |
| Evermay Wealth Management LLC | 0.00% | Reduce -63.6% | 200 | $6K |
| Lanark Financial, Inc. | 0.00% | — | 210 | $6K |
| IMG Wealth Management, Inc. | 0.01% | New | 179 | $6K |
| MAI Capital Management | 0.00% | Add +2.9% | 175 | $6K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 165 | $5K |
| JDM Financial Group LLC | 0.00% | No change | 163 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 162 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 160 | $5K |
| Global Wealth Strategies & Associates | 0.00% | No change | 156 | $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 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 127 | $4K |
| Key Financial Inc | 0.00% | No change | 126 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 117 | $4K |
| Aspect Partners, LLC | 0.00% | New | 115 | $4K |
| Howe & Rusling Inc. | 0.00% | New | 100 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $3K |
| Spire Wealth Management | 0.00% | No change | 100 | $3K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 99 | $3K |
| IAG Wealth Partners, LLC | 0.00% | New | 91 | $3K |
| Private Trust Co. NA | 0.00% | New | 68 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | — | 60 | $2K |
| WealthShield Partners, LLC | 0.00% | New | 58 | $2K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -60.7% | 55 | $2K |
| Quent Capital, LLC | 0.00% | New | 50 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 47 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 42 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 40 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 28 | $881 |
| Abound Wealth Management | 0.00% | New | 25 | $787 |
| Ameriflex Group, Inc. | 0.00% | No change | 23 | $725 |
| Stephens Consulting, LLC | 0.00% | No change | 18 | $567 |
| Clearstead Advisors, LLC | 0.00% | No change | 12 | $379 |
| Curio Wealth, LLC | 0.00% | New | 1 | $371 |
| Eq Wealth Advisors, LLC | 0.00% | New | 11 | $346 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 11 | $346 |
| Phillips Financial Management, LLC | 0.00% | No change | 10 | $315 |
| Roxbury Financial LLC | 0.00% | No change | 7 | $257 |
| Proathlete Wealth Management LLC | 0.00% | New | 6 | $188 |
| Coldstream Capital Management Inc. | 0.00% | New | 5 | $158 |
"% 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.