iShares Future AI & Tech ETFARTYETF

13F holders, Q3 2025 (September 30)
279holders +44
64new positions
18sold out
2famous investors
$45.77avg. 13F price*

At the end of Q3 2025, 279 institutions reported holding iShares Future AI & Tech ETF (ARTY) in their 13F filings, up 44 from Q2 2025. 64 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($108.8M), Ameriprise Financial Inc. ($60.6M) and Northwestern Mutual Wealth Management Co. ($55.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions64$93.1M
Exits18$6.9M

All 13F filers, Q2 2025 → Q3 2025: 6,817,485 shares bought and 308,521 shares sold, net +6,508,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 279 holders

Morgan Stanley 0.01% Add +85.6% 2,375,952 $108.8M
Ameriprise Financial Inc. 0.01% Add +85.1% 1,324,334 $60.6M
Northwestern Mutual Wealth Management Co. 0.04% Add +744.8% 1,206,214 $55.2M
Bank of America Corp. 0.00% Add +35.9% 1,155,924 $52.9M
Hancock Prospecting Pty Ltd 1.57% New 1,055,190 $48.3M
Wharton Business Group, LLC 1.98% Add +2.4% 989,042 $45.3M
LPL Financial LLC 0.01% Add +80.5% 981,400 $44.9M
UBS Group AG 0.00% Add +13.8% 333,422 $15.3M
TD Waterhouse Canada Inc. 0.10% Add +1.8% 320,597 $14.9M
Osaic Holdings, Inc. 0.02% Add +28.4% 296,322 $12.9M
Raymond James Financial Inc. 0.00% Add +8.5% 233,962 $10.7M
Jones Financial Companies LLLP 0.01% Add +50.1% 224,933 $10.1M
Stratos Wealth Partners, LTD. 0.11% Add +1083.8% 202,272 $9.3M
HighTower Advisors, LLC 0.01% Add +1311.7% 196,657 $9.0M
Private Advisor Group, LLC 0.04% Add +75.8% 158,962 $7.3M
Royal Bank of Canada 0.00% Add +8.6% 155,442 $7.1M
Trek Financial, LLC 0.42% Add +23.9% 154,700 $7.1M
Captrust Financial Advisors 0.01% Add +787.6% 141,772 $6.5M
Jane Street Group, LLC 0.01% Add +111.0% 120,025 $5.5M
Cetera Investment Advisers 0.01% Add +30.4% 115,996 $5.3M
McNaughton Wealth Management, LLC 2.18% New 113,128 $5.2M
Wealthcare Advisory Partners LLC 0.10% Reduce -1.8% 106,108 $4.9M
NorthRock Partners, LLC 0.09% New 103,940 $4.8M
Alexander Labrunerie & Co., Inc. 1.73% New 101,029 $4.6M
BostonPremier Wealth LLC 2.19% Add +6.5% 96,432 $4.4M
Independent Financial Group, LLC 0.11% Add +160.1% 96,182 $4.4M
Commonwealth Equity Services, LLC 0.01% Add +1.1% 96,121 $4.4M
Flow Traders U.S. LLC 0.18% New 95,311 $4.4M
LRI Investments, LLC 0.33% Reduce -9.5% 88,511 $4.1M
Goldman Sachs Group Inc. 0.00% New 87,178 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -7.5% 81,897 $3.9M
Creative Planning 0.00% Add +22.9% 83,405 $3.8M
5th Street Advisors, LLC 1.85% Add +8.7% 81,672 $3.7M
Cora Capital Advisors LLC 1.45% Add +39.4% 74,669 $3.4M
Kestra Advisory Services, LLC 0.01% Add +12.1% 70,969 $3.2M
Synergy Asset Management, LLC 0.09% New 54,714 $2.5M
Citigroup Inc. 0.00% Reduce -2.9% 54,392 $2.5M
Stifel Financial Corp. 0.00% Add +66.2% 50,236 $2.3M
Great Valley Advisor Group, Inc. 0.05% Add +482.9% 50,077 $2.3M
Wealth Management Partners, LLC 0.69% New 47,730 $2.2M
Avestar Capital, LLC 0.15% New 45,600 $2.1M
Envestnet Asset Management Inc. 0.00% Add +13.1% 45,318 $2.1M
Rockefeller Capital Management L.P. 0.00% Reduce -58.3% 44,759 $2.0M
Arkadios Wealth Advisors 0.05% Reduce -1.2% 44,317 $2.0M
Intrua Financial, LLC 0.24% Add +5.7% 44,070 $2.0M
MML Investors Services, LLC 0.01% Reduce -9.2% 43,887 $2.0M
Janney Montgomery Scott LLC 0.00% Add +14.7% 42,731 $2.0M
Brookstone Capital Management 0.02% Add +8.7% 42,648 $2.0M
Assetmark, Inc. 0.00% Reduce -8.0% 41,181 $1.9M
Strategic Advocates LLC 0.49% Add +4.3% 40,702 $1.9M
AE Wealth Management LLC 0.01% Add +20.3% 39,490 $1.8M
Ardent Capital Management, Inc. 0.74% Reduce -0.3% 38,222 $1.7M
Cwm, LLC 0.00% Add +4.9% 34,605 $1.6M
Mariner, LLC 0.00% Add +21.9% 34,598 $1.6M
Mercer Global Advisors Inc. 0.00% Add +0.1% 33,315 $1.5M
Stephen J. Garry & Associates, LLC 1.18% Add +75.7% 32,359 $1.5M
Waddell & Associates, LLC 0.12% No change 30,735 $1.4M
OneDigital Investment Advisors LLC 0.01% Add +11.7% 30,087 $1.4M
Cascade Investment Group, Inc. 0.90% Add +2.7% 29,682 $1.4M
HSBC Holdings PLC 0.00% Add +89.0% 29,300 $1.3M
Continuum Advisory, LLC 0.14% New 28,895 $1.3M
One Wealth Map LLC 0.69% Reduce -8.3% 26,207 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.5% 27,876 $1.3M
Sivia Capital Partners, LLC 0.35% New 27,148 $1.2M
Moran Wealth Management, LLC 0.04% Add +74.5% 27,052 $1.2M
Hudock, Inc. 0.19% Add +0.4% 26,898 $1.2M
GWN Securities Inc. 0.28% Reduce -1.3% 26,448 $1.2M
Goldstone Financial Group, LLC 0.14% Add +27.5% 25,696 $1.2M
Cerity Partners LLC 0.00% Add +10.2% 24,695 $1.1M
Phoenix Wealth Advisors 0.41% Add +0.2% 23,439 $1.1M
Sanctuary Advisors, LLC 0.01% Add +46.9% 22,640 $1.0M
Summit Financial, LLC 0.02% New 22,446 $1.0M
Gemmer Asset Management LLC 0.08% Add +40.0% 22,417 $1.0M
Cladis Investment Advisory, LLC 0.55% Add +4.4% 21,145 $968K
Wealth Management Associates, Inc. 0.33% New 20,059 $918K
IFP Advisors, Inc 0.02% Reduce -1.4% 19,902 $911K
World Investment Advisors 0.02% Add +88.5% 18,379 $841K
HRT Financial LP 0.00% New 17,318 $792K
Amplius Wealth Advisors, LLC 0.07% Reduce -44.5% 17,276 $791K
CX Institutional 0.02% Add +1.5% 17,186 $787K
Peapack Gladstone Financial Corp. 0.01% No change 17,000 $778K
Shira Ridge Wealth Management 0.32% New 16,498 $755K
Corient Private Wealth LP 0.00% Reduce -1.3% 15,563 $713K
Glass Jacobson Investment Advisors llc 0.25% Add +4.6% 15,032 $688K
Steward Partners Investment Advisory, LLC 0.00% Add +2.6% 14,820 $678K
Financial Engines Advisors L.L.C. 0.00% Add +21.5% 14,693 $673K
Consolidated Portfolio Review Corp 0.08% Add +0.7% 14,665 $671K
Cibc World Market Inc. 0.00% Reduce -9.7% 14,220 $651K
IHT Wealth Management, LLC 0.02% New 13,921 $637K
Renaissance Technologies 0.00% New 13,400 $613K
SCS Capital Management LLC 0.01% New 13,093 $599K
Community Bank, N.A. 0.07% No change 13,000 $595K
Matisse Capital 0.27% No change 12,961 $593K
Cresset Asset Management, LLC 0.00% Add +44.0% 12,838 $588K
PFG Advisors 0.02% Reduce -0.2% 12,822 $587K
WCG Wealth Advisors LLC 0.03% Add +2.1% 12,156 $557K
Plan A Wealth LLC 0.28% Reduce -28.0% 12,046 $551K
Insigneo Advisory Services, LLC 0.04% Reduce -2.5% 11,805 $540K
Platform Technology Partners 0.13% New 11,690 $535K
Fiduciary Financial Group, LLC 0.08% Reduce -5.4% 11,664 $534K

"% 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 279 holders