iShares Future AI & Tech ETFARTYETF

13F holders, Q4 2025 (December 31)
318holders +39
54new positions
29sold out
$48.20avg. 13F price*

At the end of Q4 2025, 318 institutions reported holding iShares Future AI & Tech ETF (ARTY) in their 13F filings, up 39 from Q3 2025. 54 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($125.8M), Northwestern Mutual Wealth Management Co. ($100.9M) and Bank of America Corp. ($64.8M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions54$32.8M
Exits29$22.1M

All 13F filers, Q3 2025 → Q4 2025: 3,860,359 shares bought and 1,268,485 shares sold, net +2,591,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 318 holders

Morgan Stanley 0.01% Add +9.9% 2,610,430 $125.8M
Northwestern Mutual Wealth Management Co. 0.06% Add +73.6% 2,094,259 $100.9M
Bank of America Corp. 0.00% Add +16.4% 1,345,005 $64.8M
LPL Financial LLC 0.01% Add +13.4% 1,112,697 $53.6M
Hancock Prospecting Pty Ltd 1.56% No change 1,055,190 $50.8M
Ameriprise Financial Inc. 0.01% Reduce -23.0% 1,019,810 $49.1M
Wharton Business Group, LLC 1.75% Reduce -3.5% 954,682 $46.0M
Assetmark, Inc. 0.06% Add +1433.3% 631,409 $30.4M
Osaic Holdings, Inc. 0.03% Add +22.4% 362,580 $17.5M
Jones Financial Companies LLLP 0.01% Add +50.6% 338,665 $16.3M
UBS Group AG 0.00% Add +1.4% 338,041 $16.3M
Raymond James Financial Inc. 0.01% Add +44.0% 336,824 $16.2M
Brown Advisory Inc. 0.02% New 304,299 $14.7M
HighTower Advisors, LLC 0.01% Add +29.7% 255,108 $12.3M
Stratos Wealth Partners, LTD. 0.12% Add +11.1% 224,766 $10.8M
Captrust Financial Advisors 0.02% Add +38.9% 196,873 $9.5M
Royal Bank of Canada 0.00% Add +13.7% 176,660 $8.5M
Trek Financial, LLC 0.47% Add +9.4% 169,312 $8.2M
TD Waterhouse Canada Inc. 0.05% Reduce -47.7% 167,749 $8.1M
Mariner, LLC 0.01% Add +340.0% 152,218 $7.3M
Cetera Investment Advisers 0.01% Add +24.6% 144,591 $7.0M
Kingsview Wealth Management, LLC 0.10% Add +2023.6% 143,600 $6.9M
NorthRock Partners, LLC 0.11% Add +25.2% 130,110 $6.3M
McNaughton Wealth Management, LLC 2.54% Add +13.1% 127,966 $6.2M
Wealthcare Advisory Partners LLC 0.10% Reduce -0.2% 105,920 $5.1M
Alexander Labrunerie & Co., Inc. 1.81% Add +1.6% 102,665 $4.9M
BostonPremier Wealth LLC 2.27% Reduce -4.6% 91,998 $4.4M
LRI Investments, LLC 0.35% Add +1.2% 89,594 $4.3M
Creative Planning 0.00% Add +6.1% 88,486 $4.3M
Commonwealth Equity Services, LLC 0.01% Reduce -9.5% 87,002 $4.2M
Shira Ridge Wealth Management 1.64% Add +413.7% 84,743 $4.1M
Cora Capital Advisors LLC 1.50% Add +7.0% 79,922 $3.9M
5th Street Advisors, LLC 1.79% Reduce -2.5% 79,630 $3.8M
Independent Financial Group, LLC 0.09% Reduce -17.6% 79,265 $3.8M
Brookstone Capital Management 0.04% Add +79.8% 76,679 $3.7M
Investor's Fiduciary Advisor Network, LLC 0.66% New 64,238 $3.1M
Kestra Advisory Services, LLC 0.01% Reduce -11.9% 62,545 $3.0M
Susquehanna International Group, LLP 0.00% Add +419.7% 60,073 $2.9M
Stifel Financial Corp. 0.00% Add +15.1% 57,814 $2.8M
Cwm, LLC 0.01% Add +63.3% 56,514 $2.7M
Wealth Management Partners, LLC 0.71% Add +8.7% 51,886 $2.5M
Citigroup Inc. 0.00% Reduce -5.0% 51,675 $2.5M
Great Valley Advisor Group, Inc. 0.05% Reduce -0.5% 49,853 $2.4M
MML Investors Services, LLC 0.01% Add +5.5% 46,284 $2.2M
Avestar Capital, LLC 0.15% No change 45,600 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -0.3% 45,189 $2.2M
Intrua Financial, LLC 0.24% Add +2.3% 45,088 $2.2M
Strategic Advocates LLC 0.52% Add +2.9% 41,871 $2.0M
Ardent Capital Management, Inc. 0.80% Add +10.1% 42,062 $2.0M
Rockefeller Capital Management L.P. 0.00% Reduce -8.1% 41,139 $2.0M
Opus Capital Group, LLC 0.20% New 38,028 $1.8M
Moran Wealth Management, LLC 0.06% Add +38.0% 37,326 $1.8M
Private Advisor Group, LLC 0.01% Reduce -76.6% 37,254 $1.8M
Mercer Global Advisors Inc. 0.00% Add +6.5% 35,480 $1.7M
Stephen J. Garry & Associates, LLC 1.29% Add +4.5% 33,829 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -61.9% 31,217 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -23.7% 32,621 $1.6M
Goldstone Financial Group, LLC 0.17% Add +26.6% 32,540 $1.6M
Stonebrook Private Inc. 0.33% New 32,527 $1.6M
Cascade Investment Group, Inc. 1.05% Add +9.5% 32,507 $1.6M
Arkadios Wealth Advisors 0.03% Reduce -28.0% 31,895 $1.5M
OneDigital Investment Advisors LLC 0.01% Add +4.3% 31,397 $1.5M
Continuum Advisory, LLC 0.15% Add +7.0% 30,908 $1.5M
AE Wealth Management LLC 0.01% Reduce -21.9% 30,823 $1.5M
Waddell & Associates, LLC 0.10% No change 30,735 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.9% 30,624 $1.5M
One Wealth Map LLC 0.74% Add +6.4% 27,880 $1.4M
Cerity Partners LLC 0.00% Add +17.9% 29,107 $1.4M
GWN Securities Inc. 0.27% Add +5.7% 27,948 $1.3M
Hudock, Inc. 0.20% Add +2.2% 27,496 $1.3M
Gemmer Asset Management LLC 0.10% Add +18.5% 26,560 $1.3M
IFP Advisors, Inc 0.03% Add +32.2% 26,310 $1.3M
Phoenix Wealth Advisors 0.43% Reduce -0.1% 23,410 $1.1M
Wealth Management Associates, Inc. 0.39% Add +15.2% 23,109 $1.1M
World Investment Advisors 0.02% Add +24.5% 22,874 $1.1M
Laurel Oak Wealth Management, LLC 0.18% — 22,491 $1.1M
Summit Financial, LLC 0.02% Reduce -3.1% 21,748 $1.0M
VVR Holdings LLC 0.54% — 21,589 $1.0M
CX Institutional 0.03% Add +25.1% 21,494 $1.0M
Sanctuary Advisors, LLC 0.01% Reduce -9.4% 20,517 $989K
Cladis Investment Advisory, LLC 0.52% Reduce -6.4% 19,795 $954K
Retirement Capital Strategies 0.35% New 19,561 $942K
HSBC Holdings PLC 0.00% Reduce -37.5% 18,300 $882K
Steward Partners Investment Advisory, LLC 0.00% Add +20.4% 17,851 $860K
NewEdge Advisors, LLC 0.00% Add +99.7% 17,635 $850K
Quadrature Capital Ltd 0.01% New 17,437 $840K
Peapack Gladstone Financial Corp. 0.01% No change 17,000 $819K
IHT Wealth Management, LLC 0.02% Add +17.5% 16,362 $788K
Corient Private Wealth LP 0.00% Add +4.2% 16,209 $781K
Cresset Asset Management, LLC 0.00% Add +24.4% 15,977 $770K
Baird Financial Group, Inc. 0.00% Add +83.1% 14,839 $715K
Financial Engines Advisors L.L.C. 0.00% Add +0.4% 14,751 $711K
Herbst Group, LLC 0.41% Add +142.7% 14,564 $702K
Concurrent Investment Advisors, LLC 0.01% Add +64.2% 14,469 $697K
Cibc World Market Inc. 0.00% Reduce -2.7% 13,838 $667K
Beacon Pointe Advisors, LLC 0.00% Add +94.6% 13,593 $655K
Flagship Private Wealth, LLC 0.26% Add +87.4% 13,475 $649K
Focus Partners Wealth 0.00% Add +75.3% 13,119 $632K
SCS Capital Management LLC 0.01% No change 13,093 $631K
Community Bank, N.A. 0.07% No change 13,000 $626K

"% 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 318 holders