iShares Future AI & Tech ETFARTYETF

13F holders, Q2 2026 (June 30)
403holders +77
97new positions
23sold out
2famous investors
$75.95avg. 13F price*

At the end of Q2 2026, 403 institutions reported holding iShares Future AI & Tech ETF (ARTY) in their 13F filings, up 77 from Q1 2026. 97 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($181.7M), Bank of America Corp. ($109.7M) and LPL Financial LLC ($107.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions97$57.6M
Exits23$31.8M

All 13F filers, Q1 2026 → Q2 2026: 4,743,288 shares bought and 1,442,742 shares sold, net +3,300,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 403 holders

Morgan Stanley 0.01% Add +3.7% 2,385,990 $181.7M
Bank of America Corp. 0.01% Add +4.4% 1,439,855 $109.7M
LPL Financial LLC 0.02% Add +10.5% 1,406,030 $107.1M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -12.3% 1,219,798 $92.9M
Hancock Prospecting Pty Ltd 1.41% No change 1,055,190 $80.4M
Wharton Business Group, LLC 2.36% Reduce -2.5% 930,967 $70.5M
Wells Fargo & Company 0.01% Add +624.5% 849,939 $64.7M
Ameriprise Financial Inc. 0.01% Reduce -9.1% 848,183 $64.6M
BlackRock, Inc. 0.00% Add +413.3% 783,737 $59.7M
Cetera Investment Advisers 0.05% Add +316.2% 654,283 $49.8M
Jones Financial Companies LLLP 0.02% Add +41.7% 681,599 $49.3M
Royal Bank of Canada 0.01% Add +166.7% 528,714 $40.3M
Raymond James Financial Inc. 0.01% Add +32.5% 505,985 $38.5M
Brown Advisory Inc. 0.05% Add +12.2% 435,754 $33.2M
UBS Group AG 0.00% Add +22.1% 404,238 $30.8M
MML Investors Services, LLC 0.04% Add +185.7% 241,132 $18.4M
Osaic Holdings, Inc. 0.02% Add +20.2% 217,816 $16.6M
HighTower Advisors, LLC 0.02% Reduce -5.2% 217,445 $16.6M
Captrust Financial Advisors 0.02% Reduce -18.4% 204,000 $15.5M
Stratos Wealth Partners, LTD. 0.13% Reduce -25.2% 170,547 $13.0M
Quadrature Capital Ltd 0.11% Add +242.2% 165,696 $12.6M
Stonebrook Private Inc. 2.11% Reduce -24.6% 151,883 $11.6M
Private Advisor Group, LLC 0.05% Add +266.3% 148,904 $11.3M
Envestnet Asset Management Inc. 0.00% Add +27.1% 139,001 $10.6M
NorthRock Partners, LLC 0.14% Reduce -2.6% 125,155 $9.5M
Stifel Financial Corp. 0.01% Add +101.6% 119,880 $9.1M
CX Institutional 0.25% Reduce -2.3% 112,651 $8.6M
Creative Planning 0.00% Add +9.9% 104,528 $8.0M
Alexander Labrunerie & Co., Inc. 2.79% Reduce -6.5% 103,526 $7.9M
McNaughton Wealth Management, LLC 2.77% Reduce -21.8% 102,549 $7.8M
Cresset Asset Management, LLC 0.03% Add +578.0% 100,548 $7.7M
Wealthcare Advisory Partners LLC 0.14% Reduce -7.2% 97,731 $7.4M
BostonPremier Wealth LLC 3.12% Add +0.4% 96,515 $7.4M
Commonwealth Equity Services, LLC 0.01% Add +8.1% 91,745 $7.0M
Cora Capital Advisors LLC 1.95% Add +3.0% 91,115 $6.9M
Goldman Sachs Group Inc. 0.00% New 87,176 $6.6M
Invera Wealth Advisors, LLC 3.30% Add +14.4% 80,892 $6.2M
Kestra Advisory Services, LLC 0.02% Reduce -19.9% 75,302 $5.7M
LRI Investments, LLC 0.43% Reduce -24.9% 70,872 $5.4M
Prudential PLC 0.04% New 69,621 $5.3M
Independent Financial Group, LLC 0.10% Add +12.0% 69,594 $5.3M
Tucker Asset Management LLC 1.26% Add +9.2% 67,061 $5.1M
Wealth Management Partners, LLC 1.17% Add +6.3% 65,555 $5.0M
Western Wealth Management, LLC 0.16% Add +788.4% 63,477 $4.8M
Intrua Financial, LLC 0.42% Add +4.3% 58,809 $4.5M
Old Mission Capital LLC 0.10% New 52,187 $4.0M
Natixis Advisors, LLC 0.00% Add +71.9% 51,078 $3.9M
Fortis Advisors, LLC 1.81% Reduce -0.9% 50,880 $3.9M
Marshall Wace, LLP 0.00% New 49,858 $3.8M
Mercer Global Advisors Inc. 0.00% Add +3.3% 49,705 $3.8M
Kingsview Wealth Management, LLC 0.05% Add +4.3% 48,870 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +7.5% 47,828 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +50.0% 46,811 $3.6M
Avestar Capital, LLC 0.21% No change 45,600 $3.5M
Citigroup Inc. 0.00% Reduce -25.6% 43,531 $3.3M
Cerity Partners LLC 0.00% Add +21.7% 43,464 $3.3M
Opus Capital Group, LLC 0.32% Add +0.1% 43,052 $3.3M
Moran Wealth Management, LLC 0.09% Reduce -7.4% 42,382 $3.2M
Steward Partners Investment Advisory, LLC 0.02% Add +17.3% 41,668 $3.2M
Ardent Capital Management, Inc. 1.28% Reduce -0.9% 40,567 $3.1M
Great Valley Advisor Group, Inc. 0.05% Reduce -16.9% 40,465 $3.1M
Spire Wealth Management 0.09% Add +14917.3% 38,144 $2.9M
Mariner, LLC 0.00% Reduce -75.8% 37,754 $2.9M
Sanctuary Advisors, LLC 0.01% Add +59.1% 36,999 $2.8M
Gemmer Asset Management LLC 0.19% Add +11.7% 36,462 $2.8M
NewEdge Advisors, LLC 0.01% Add +359.5% 35,106 $2.7M
OneDigital Investment Advisors LLC 0.02% Add +4.9% 34,729 $2.6M
Cascade Investment Group, Inc. 1.47% Reduce -0.3% 34,459 $2.6M
Loomis Sayles & Co. L P 0.00% New 34,295 $2.6M
Stephen J. Garry & Associates, LLC 1.90% Reduce -2.0% 34,114 $2.6M
Arkadios Wealth Advisors 0.04% Add +1.8% 32,810 $2.5M
IFP Advisors, Inc 0.05% Reduce -18.2% 32,782 $2.5M
Harbour Investments, Inc. 0.03% Add +459.0% 31,314 $2.4M
Waddell & Associates, LLC 0.12% Add +1.7% 31,260 $2.4M
Altura Wealth Advisors Inc. 0.79% New 30,733 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +55.1% 30,817 $2.2M
Summit Financial, LLC 0.02% Add +27.7% 28,406 $2.2M
GWN Securities Inc. 0.36% Add +1.6% 28,336 $2.2M
Hudock, Inc. 0.28% Reduce -6.8% 28,210 $2.1M
Goldstone Financial Group, LLC 0.19% Reduce -10.8% 27,670 $2.1M
Laurel Oak Wealth Management, LLC 0.31% Add +6.5% 27,544 $2.1M
LTS Liquid Investments LLC 1.10% New 26,969 $2.1M
Wealth Management Associates, Inc. 0.54% Add +2.2% 25,735 $2.0M
HSBC Holdings PLC 0.00% Reduce -31.7% 25,000 $1.9M
Kestra Private Wealth Services, LLC 0.02% Add +2.3% 24,897 $1.9M
Continuum Advisory, LLC 0.15% Reduce -21.9% 23,870 $1.8M
VVR Holdings LLC 0.76% Reduce -14.8% 23,056 $1.8M
Truist Financial Corp. 0.00% Add +210.3% 23,042 $1.8M
Phoenix Wealth Advisors 0.59% Add +0.2% 22,829 $1.7M
Mutual Advisors, LLC 0.03% New 21,301 $1.6M
Concurrent Investment Advisors, LLC 0.01% Add +31.4% 20,233 $1.5M
Susquehanna International Group, LLP 0.00% Add +68.3% 20,217 $1.5M
World Investment Advisors 0.02% Add +19.0% 28,249 $1.5M
One Wealth Map LLC 0.69% Reduce -9.2% 23,984 $1.5M
Modern Wealth Management, LLC 0.02% New 19,008 $1.4M
Antonelli Financial Advisors, LLC 0.98% Reduce -12.2% 18,695 $1.4M
Cladis Investment Advisory, LLC 0.66% Reduce -6.4% 18,535 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +22.5% 18,395 $1.4M
Soltis Investment Advisors LLC 0.08% Add +284.1% 18,326 $1.4M
Brookstone Capital Management 0.01% Add +8.7% 18,176 $1.4M
WCG Wealth Advisors LLC 0.03% Reduce -16.4% 17,849 $1.4M
Gladstone Institutional Advisory LLC 0.04% Add +123.7% 17,777 $1.4M
IHT Wealth Management, LLC 0.03% Reduce -2.9% 17,444 $1.3M
Flagship Private Wealth, LLC 0.46% Add +14.2% 17,088 $1.3M
Peapack Gladstone Financial Corp. 0.01% No change 17,000 $1.3M
Renaissance Technologies 0.00% New 16,800 $1.3M
Platform Technology Partners 0.21% Add +0.1% 16,737 $1.3M
Farther Finance Advisors, LLC 0.01% Add +68.0% 16,648 $1.3M
Kingsbury Capital Investment Advisors LLC 1.06% Reduce -18.7% 16,506 $1.3M
KMT Wealth Management, LLC 1.06% New 16,506 $1.3M
Arax Advisory Partners 0.01% Add +1419.4% 15,908 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -13.6% 15,623 $1.2M
Insigneo Advisory Services, LLC 0.04% Add +19.7% 15,476 $1.2M
Baird Financial Group, Inc. 0.00% Reduce -6.2% 15,463 $1.2M
Pathstone Holdings, LLC 0.00% Add +167.4% 15,153 $1.2M
Focus Partners Wealth 0.00% Add +2.7% 15,118 $1.2M
Leavell Investment Management, Inc. 0.04% Reduce -1.1% 15,116 $1.2M
Allianz Asset Management GmbH 0.00% New 15,000 $1.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -2.1% 14,424 $1.1M
Tidal Investments LLC 0.00% New 14,336 $1.1M
Corient Private Wealth LP 0.00% Add +6.9% 14,095 $1.1M
Fifth Third Bancorp 0.00% Add +64.5% 13,911 $1.1M
Berbice Capital Management LLC 0.54% Add +67.2% 13,798 $1.1M
Avior Wealth Management, LLC 0.03% Add +71.5% 13,510 $1.0M
Global View Capital Management LLC 0.21% Reduce -1.2% 13,278 $1.0M
Global Retirement Partners, LLC 0.02% — 13,154 $1.0M
Beacon Pointe Advisors, LLC 0.00% Add +1.3% 13,039 $993K
Community Bank, N.A. 0.11% No change 13,000 $990K
FFT Wealth Management LLC 0.15% Add +145.4% 12,923 $984K
SCS Capital Management LLC 0.01% Reduce -4.1% 12,557 $956K
Glass Jacobson Investment Advisors llc 0.29% Reduce -2.7% 12,208 $930K
Matisse Capital 0.37% Add +37.4% 12,059 $918K
Center for Financial Planning, Inc. 0.08% Add +72.0% 11,882 $905K
Meridian Wealth Management, LLC 0.03% New 11,873 $904K
Equitable Holdings, Inc. 0.01% Add +27.3% 11,650 $887K
Nwam LLC 0.04% New 11,227 $855K
Fiduciary Financial Group, LLC 0.09% Reduce -4.1% 10,966 $835K
Columbus Macro, LLC 0.08% Add +15.3% 10,953 $834K
AE Wealth Management LLC 0.00% Reduce -2.1% 10,711 $816K
Ellis Investment Partners, LLC 0.12% Add +1.9% 10,700 $815K
Keystone Wealth Services, LLC 0.15% Add +28.3% 10,677 $813K
Herbst Group, LLC 0.44% Reduce -0.2% 10,600 $807K
HB Wealth Management, LLC 0.00% Reduce -2.3% 10,280 $783K
Family Office Research LLC 0.29% Add +0.0% 10,196 $777K
Stonehage Fleming Financial Services Holdings Ltd 0.03% No change 10,000 $762K
Jefferies Financial Group Inc. 0.01% Add +2.5% 9,968 $759K
Gen-Wealth Partners Inc 0.21% Add +590.5% 9,784 $745K
Guardian Asset Advisors, LLC 0.34% New 9,648 $735K
Central Valley Advisors, LLC 0.19% Add +1.1% 9,529 $726K
Old Peak Finance LLC 0.35% No change 9,488 $723K
Amplius Wealth Advisors, LLC 0.05% Reduce -8.9% 9,357 $713K
Belvedere Trading LLC 0.06% New 9,054 $690K
Kovack Advisors, Inc. 0.03% New 8,918 $675K
Brighton Jones LLC 0.01% Reduce -13.2% 8,811 $671K
Principal Securities, Inc. 0.01% Add +2.6% 8,634 $658K
Shared Vision Wealth Group LLC 0.21% No change 8,104 $617K
LexAurum Advisors, LLC 0.07% Add +42.4% 8,083 $616K
FMR LLC 0.00% Add +17.6% 8,040 $612K
Geneos Wealth Management Inc. 0.01% Add +61.4% 8,036 $612K
Total Clarity Wealth Management, Inc. 0.12% Reduce -1.1% 8,023 $611K
Plan A Wealth LLC 0.26% No change 7,993 $609K
Rothschild Investment LLC 0.02% No change 7,771 $592K
Cypress Point Wealth Management, LLC 0.12% Add +0.1% 7,726 $588K
IAG Wealth Partners, LLC 0.06% Add +18.4% 7,709 $587K
Clearwater Capital Advisors, LLC 0.04% Add +39.8% 7,598 $579K
Mitchell McLeod Pugh & Williams Inc. 0.07% Add +2.7% 7,489 $570K
Advisory Services Network, LLC 0.01% Add +9.0% 7,447 $567K
PFG Advisors 0.03% Reduce -34.1% 7,395 $563K
Federation des caisses Desjardins du Quebec 0.00% Add +46.8% 7,288 $555K
Investment Partners, LTD. 0.17% Add +22.1% 7,233 $551K
CreativeOne Wealth, LLC 0.01% Add +28.3% 7,099 $541K
Partners Wealth Management, LLC 0.52% Reduce -2.8% 7,010 $534K
Apollon Wealth Management, LLC 0.01% Add +0.0% 7,000 $533K
Titleist Asset Management, LLC 0.04% New 6,939 $528K
J.W. Cole Advisors, Inc. 0.01% Add +27.7% 6,882 $524K
Robertson Stephens Wealth Management, LLC 0.01% New 6,765 $515K
Waldron Private Wealth LLC 0.02% Reduce -5.7% 6,698 $510K
Networth Advisors, LLC 0.30% New 6,679 $509K
Swmg, LLC 0.12% New 7,090 $496K
CIBC Bancorp USA Inc. 0.00% Add +5.5% 6,499 $495K
Accredited Investor Services, LLC 0.26% Add +5.0% 6,124 $466K
Ameritas Advisory Services, LLC 0.01% Add +24.2% 6,119 $466K
Kintra Wealth, LLC 0.02% Add +0.0% 5,917 $459K
Advyzon Investment Management, LLC 0.03% Reduce -7.9% 5,970 $455K
Gotham Asset Management 0.00% New 5,959 $454K
Next Level Wealth Planning, LLC 0.20% Add +7.1% 5,880 $448K
Sonata Capital Group Inc. 0.14% No change 5,850 $446K
Connecticut Capital Management Group, LLC 0.35% Add +33.0% 5,776 $440K
Chicago Partners Investment Group LLC 0.01% Add +4.0% 6,334 $438K
Atlas Private Wealth Advisors 0.10% No change 5,696 $434K
Onyx Bridge Wealth Group LLC 0.04% New 5,663 $431K
KERR FINANCIAL PLANNING Corp 0.47% Reduce -2.3% 5,557 $423K
Fort Point Capital Partners LLC 0.04% No change 5,518 $420K
Atlantic Union Bankshares Corp 0.01% Add +294.3% 5,359 $408K
Sutton Place Investors LLC 0.20% No change 5,350 $407K
Bank of Montreal 0.00% Add +45.1% 5,226 $398K
Lotus Asset Management LLC 0.35% — 5,215 $397K
BCS Wealth Management 0.07% Add +1.0% 5,197 $396K
AtlasMark Financial, Inc 0.19% Add +1.3% 5,163 $393K
Northern Trust Corp. 0.00% New 5,158 $393K
Valmark Advisers, Inc. 0.00% Reduce -7.8% 5,137 $391K
Dynamic Advisor Solutions LLC 0.01% New 5,103 $389K
Taylor & Morgan Wealth Management, LLC 0.19% New 5,100 $388K
Clark Capital Management Group, Inc. 0.00% No change 5,016 $382K
Virginia Wealth Management Group, Inc. 0.20% No change 5,000 $381K
Westmount Partners, LLC 0.08% New 4,969 $378K
Moneta Group Investment Advisors LLC 0.00% New 4,928 $375K
Sequoia Financial Advisors, LLC 0.00% Add +0.0% 4,807 $366K
Centaurus Financial, Inc. 0.01% Add +8.3% 4,789 $365K
Everest Financial Group LLC 0.05% New 4,730 $360K
Cornerstone Wealth Management, LLC 0.02% New 4,692 $357K
Riverbend Wealth Management, LLC 0.18% Add +5.2% 4,647 $354K
HBK Sorce Advisory LLC 0.01% No change 4,758 $344K
Legacy Advisory Services, LLC 0.24% Reduce -0.0% 4,505 $343K
Tsfg, LLC 0.04% Reduce -3.7% 4,469 $340K
Financial Partners Group, Inc 0.03% Add +0.0% 4,429 $337K
US Bancorp \de 0.00% Add +65.4% 4,417 $336K
Valeo Financial Advisors, LLC 0.01% Reduce -4.7% 4,414 $336K
National Bank of Canada 0.00% Add +6.2% 4,274 $325K
Perennial Investment Advisors, LLC 0.02% New 4,207 $320K
PFG Investments, LLC 0.01% New 4,148 $316K
Visionary Wealth Advisors 0.01% New 4,137 $315K
Cypress Wealth Services, LLC 0.04% New 4,119 $314K
Koshinski Asset Management, Inc. 0.02% New 4,103 $313K
GEM Asset Management, LLC 0.12% New 4,017 $306K
Cascade Financial Partners, LLC 0.03% New 4,000 $305K
B. Riley Wealth Advisors, Inc. 0.02% New 4,056 $301K
Garden State Investment Advisory Services LLC 0.06% New 3,945 $300K
Joel Isaacson & Co., LLC 0.01% New 3,919 $298K
Forvis Mazars Wealth Advisors, LLC 0.00% New 3,795 $289K
GenWealth Group, Inc. 0.04% New 3,790 $289K
Koss-Olinger Consulting, LLC 0.02% New 3,746 $285K
Praetorian Wealth Management, Inc. 0.05% New 3,721 $283K
Southeast Asset Advisors, LLC 0.03% New 3,719 $283K
Spinnaker Trust 0.01% New 3,711 $283K
United Capital Financial Advisors, LLC 0.00% New 3,716 $283K
Clear Creek Financial Management, LLC 0.02% New 3,664 $279K
Assetmark, Inc. 0.00% Reduce -27.4% 3,635 $277K
Park Avenue Securities LLC 0.00% New 3,594 $274K
Allie Family Office LLC 0.10% New 3,570 $272K
Evanson Financial, LLC 0.01% — 3,566 $272K
Trilogy Capital Inc. 0.01% New 3,550 $270K
AlphaCore Capital LLC 0.01% Reduce -6.8% 3,543 $270K
Snowden Capital Advisors LLC 0.01% New 3,500 $267K
Astoria Portfolio Advisors LLC. 0.04% Reduce -6.5% 3,480 $265K
Apella Capital, LLC 0.00% Reduce -0.7% 3,787 $265K
Ehrlich Financial Group 0.14% New 3,472 $264K
Jacobi Capital Management LLC 0.01% New 3,462 $264K
Berman McAleer LLC 0.03% New 3,450 $263K
Eagle Wealth Strategies LLC 0.10% New 3,381 $258K
JB Capital LLC 0.01% New 3,374 $257K
EP Wealth Advisors, LLC 0.00% New 3,367 $256K
PNC Financial Services Group, Inc. 0.00% Add +2.1% 3,310 $252K
Huntington National Bank 0.00% New 3,300 $251K
Savvy Advisors, Inc. 0.01% New 3,266 $249K
Shira Ridge Wealth Management 0.09% Reduce -64.8% 3,254 $248K
SHP Wealth Management 0.02% Reduce -27.0% 3,186 $243K
VestGen Advisors, LLC 0.01% New 3,151 $240K
Compound Planning, Inc. 0.01% New 3,125 $238K
Moneco Advisors, LLC 0.01% New 3,100 $236K
Crewe Advisors LLC 0.02% No change 3,093 $236K
Betterment LLC 0.00% New 3,085 $235K
Fiscal Wisdom Wealth Management, LLC 0.20% New 3,075 $234K
Madison Wealth Partners, Inc 0.03% New 3,041 $232K
DecisionMap Wealth Management, LLC 0.13% New 3,017 $230K
Columbia Advisory Partners LLC 0.13% New 3,014 $230K
LGL Partners, LLC 0.08% New 3,011 $229K
Kingswood Wealth Advisors, LLC 0.01% New 3,003 $229K
Latitude Advisors, LLC 0.09% New 3,000 $228K
StoneX Group Inc. 0.01% New 2,984 $227K
Vise Technologies, Inc. 0.00% New 2,954 $225K
Allworth Financial LP 0.00% Reduce -4.3% 2,935 $224K
Dixon Fnancial Services, Inc. 0.09% New 2,910 $222K
Falcon Wealth Planning 0.01% New 2,885 $220K
Ashton Thomas Private Wealth, LLC 0.00% Add +2.2% 2,884 $220K
Carr Financial Group Corp 0.05% New 2,860 $218K
Outlook Wealth Advisors, LLC 0.05% New 2,825 $215K
Financial Solutions Advisory Group, Inc. 0.03% New 2,910 $212K
Crescent Grove Advisors, LLC 0.02% New 2,765 $211K
Compagnie Lombard Odier SCmA 0.00% No change 2,700 $206K
Beaird Harris Wealth Management, LLC 0.01% No change 2,696 $205K
Traynor Capital Management, Inc. 0.01% New 2,693 $205K
JTC Employer Solutions Trustee Ltd 0.02% Reduce -20.5% 2,643 $201K
Parallel Advisors, LLC 0.00% Reduce -3.0% 2,619 $200K
Simplex Trading, LLC 0.00% New 2,458 $187K
Concord Wealth Partners 0.02% New 2,419 $184K
TD Waterhouse Canada Inc. 0.00% Add +2.4% 2,418 $177K
Glassman Wealth Services 0.02% No change 2,224 $169K
Russell Investments Group, Ltd. 0.00% Reduce -6.4% 2,212 $168K
Halbert Hargrove Global Advisors, LLC 0.01% No change 2,040 $155K
International Assets Investment Management, LLC 0.01% Add +109.4% 2,000 $146K
Tidemark, LLC 0.03% No change 1,871 $143K
Eukles Asset Management 0.06% No change 1,765 $134K
Aptus Capital Advisors, LLC 0.00% Reduce -1.8% 1,742 $133K
Fortitude Family Office, LLC 0.03% No change 1,700 $129K
Creative Financial Designs Inc. 0.01% Add +0.1% 1,690 $129K
Lodestone Wealth Management LLC 0.04% Reduce -12.9% 1,632 $124K
Breakwater Investment Management 0.04% No change 1,591 $121K
O'shaughnessy Asset Management, LLC 0.00% Reduce -49.7% 1,465 $112K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,454 $111K
AdvisorNet Financial, Inc 0.00% No change 1,281 $98K
Parkside Financial Bank & Trust 0.01% Reduce -15.3% 1,234 $94K
Allied Private Wealth LLC 0.06% — 1,282 $91K
Banque Cantonale Vaudoise 0.00% No change 1,100 $84K
Capital Investment Advisory Services, LLC 0.01% No change 1,067 $81K
Union Bancaire Privee, UBP SA 0.00% No change 1,243 $81K
Aventura Private Wealth, LLC 0.02% Add +412.0% 1,024 $78K
Kingdom Financial Group LLC. 0.02% Add +0.1% 1,020 $78K
Physician Wealth Advisors, Inc. 0.01% No change 1,009 $77K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,000 $76K
Strive Financial Group ,LLC 0.03% No change 953 $73K
Caldwell Trust Co 0.01% Add +12.5% 900 $69K
Kilter Group LLC 0.02% No change 852 $65K
Innovative Asset Advisors Group, LLC 0.03% No change 850 $65K
Signaturefd, LLC 0.00% Reduce -33.8% 783 $60K
Washington Trust Advisors, Inc. 0.00% No change 725 $55K
PFS Partners, LLC 0.02% Add +0.1% 699 $53K
IFG Advisory, LLC 0.00% New 695 $53K
SOA Wealth Advisors, LLC. 0.01% Reduce -1.6% 628 $48K
Howe & Rusling Inc. 0.00% No change 625 $48K
Strategic Advocates LLC 0.18% Reduce -6.1% 614 $47K
CoreCap Advisors, LLC 0.00% Add +7.0% 611 $47K
Coston, McIsaac & Partners 0.01% Add +1.9% 606 $46K
Salomon & Ludwin, LLC 0.00% Add +4.6% 616 $45K
Strengthening Families & Communities, LLC 0.01% Add +89.9% 566 $43K
Nemes Rush Group LLC 0.00% No change 533 $41K
Blue Trust, Inc. 0.00% Reduce -30.2% 506 $39K
Cranbrook Wealth Management, LLC 0.01% No change 457 $35K
Group One Trading LLC 0.00% Reduce -27.6% 406 $31K
Murphy & Mullick Capital Management Corp 0.02% No change 400 $30K
Wellington-Altus USA Inc. 0.02% No change 635 $30K
NBT Bank, N.A. 0.00% No change 387 $29K
Larson Financial Group LLC 0.00% No change 372 $28K
Lanark Financial, Inc. 0.00% Add +163.6% 369 $28K
True Wealth Design, LLC 0.01% No change 368 $28K
Hilton Head Capital Partners, LLC 0.01% Add +72.8% 356 $27K
WPG Advisers, LLC 0.02% Add +222.0% 351 $27K
Provenance Wealth Advisors, LLC 0.00% No change 332 $25K
Compass Financial Management LLC 0.00% — 328 $25K
Ameriflex Group, Inc. 0.01% New 306 $23K
Aberdeen Wealth Management LLC 0.01% New 300 $23K
Ancora Advisors LLC 0.00% New 300 $23K
City Holding Co. 0.00% No change 300 $23K
New England Capital Financial Advisors LLC 0.01% No change 297 $23K
St Germain D J Co. Inc. 0.00% No change 290 $22K
Pacific Center for Financial Services 0.00% No change 260 $20K
JPMorgan Chase & Co. 0.00% No change 266 $20K
EverSource Wealth Advisors, LLC 0.00% Add +408.2% 249 $19K
Mather Group, Llc. 0.00% Add +0.4% 235 $18K
Synergy Investment Management, LLC 0.00% No change 225 $17K
Toth Financial Advisory Corp. 0.00% No change 210 $16K
Silicon Valley Capital Partners 0.00% No change 202 $15K
GHP Investment Advisors, Inc. 0.00% No change 200 $15K
Godsey & Gibb, Inc. 0.00% New 200 $15K
First Bancorp, Inc 0.01% New 200 $15K
Evermay Wealth Management LLC 0.00% No change 200 $15K
North Star Investment Management Corp. 0.00% No change 200 $15K
IMG Wealth Management, Inc. 0.01% No change 179 $14K
Mountain Hill Investment Partners Corp. 0.01% No change 171 $13K
JDM Financial Group LLC 0.00% No change 163 $12K
Brown Brothers Harriman & Co. 0.00% No change 163 $12K
McGuire Capital Advisors Inc. 0.01% Add +39.3% 163 $12K
Trust Co. of Vermont 0.00% — 160 $12K
Sankala Group LLC 0.01% Reduce -17.5% 165 $12K
HighMark Wealth Management LLC 0.00% New 159 $12K
Bogart Wealth, LLC 0.00% No change 157 $12K
Keating Financial Advisory Services, Inc. 0.00% No change 156 $12K
Barrett & Company, Inc. 0.00% No change 150 $11K
West Paces Advisors Inc. 0.00% New 150 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +25.2% 149 $11K
Hantz Financial Services, Inc. 0.00% No change 145 $11K
Versant Capital Management, Inc 0.00% No change 143 $11K
Heritage Wealth Advisors 0.00% Add +144.2% 127 $10K
Dunhill Financial, LLC 0.00% No change 126 $10K
Key Financial Inc 0.00% No change 126 $10K
Minot DeBlois Advisors LLC 0.01% No change 125 $10K
Prudent Man Investment Management, Inc. 0.00% No change 173 $8K
Bellevue Asset Management, LLC 0.00% No change 100 $8K
Asset Dedication, LLC 0.00% No change 100 $8K
Anchor Investment Management, LLC 0.00% No change 75 $6K
Richard W. Paul & Associates, LLC 0.00% No change 74 $6K
Mascoma Wealth Management LLC 0.00% Reduce -58.6% 67 $5K
Rossby Financial, LCC 0.00% Add +3050.0% 63 $5K
Reyes Financial Architecture, Inc. 0.00% No change 61 $5K
Vermillion Wealth Management, Inc. 0.00% No change 60 $5K
CKW Financial Group 0.00% New 60 $4K
Strategic Wealth Partners, Ltd. 0.00% New 50 $4K
Elevated Capital Advisors, LLC 0.00% No change 48 $4K
Entrust Financial LLC 0.00% Add +11.8% 38 $3K
LifeSteps Financial, Inc. 0.00% New 30 $2K
Eastern Bank 0.00% No change 30 $2K
Harborfront Financial Group LLC 0.01% — 26 $2K
Proathlete Wealth Management LLC 0.00% No change 26 $2K
Princeton Global Asset Management LLC 0.00% No change 23 $2K
Gilpin Wealth Management, LLC 0.00% No change 22 $2K
Cordant, Inc. 0.00% New 15 $1K
Clearstead Advisors, LLC 0.00% No change 12 $917
Phillips Financial Management, LLC 0.00% No change 10 $762
Roxbury Financial LLC 0.00% No change 7 $545
Medallion Wealth Advisors, LLC 0.00% No change 4 $306
Atwood & Palmer Inc. 0.00% New 1 $77
POM Investment Strategies, LLC 0.00% No change 1 $76
Luminist Capital LLC 0.00% New 230 $0

"% 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.