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iShares Future AI & Tech ETF (ARTY) Institutional Ownership

iShares Future AI & Tech ETF logo
$29.95 -0.85 (-2.76%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Future AI & Tech ETF (NYSEARCA:ARTY)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$15.32M
Number of
Institutional Sellers
(last 12 months)
0
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ARTY Institutional Buying and Selling by Quarter

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iShares Future AI & Tech ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Farmers & Merchants Investments Inc.1,637$51K0.0%N/A0.007%
4/16/2025Wealth Enhancement Advisory Services LLC47,551$1.50M0.0%+27.5%0.195%
4/16/2025Goldstone Financial Group LLC17,086$537K0.1%N/A0.070%
4/16/2025Crowley Wealth Management Inc.2,550$80K0.1%N/A0.010%
4/16/2025Compagnie Lombard Odier SCmA2,700$85K0.0%N/A0.011%
4/16/2025Union Bancaire Privee UBP SA1,243$36K0.0%N/A0.005%
4/15/2025 GPS Wealth Strategies Group LLC2,262$71K0.0%N/A0.009%
4/15/2025 CX Institutional10,675$336K0.0%N/A0.044%
4/15/2025 Fiduciary Financial Group LLC10,133$303K0.1%N/A0.042%
4/15/2025 Wealthcare Advisory Partners LLC95,921$3.02M0.1%N/A0.393%
4/14/2025 PFS Partners LLC901$28K0.0%N/A0.004%
4/14/2025 Farther Finance Advisors LLC7,536$240K0.0%N/A0.031%
4/14/2025 Park Avenue Securities LLC10,213$321K0.0%N/A0.042%
4/14/2025 Patriot Financial Group Insurance Agency LLC18,410$579K0.1%N/A0.075%
4/14/2025 Gemmer Asset Management LLC6,450$203K0.0%N/A0.026%
4/11/2025 Cora Capital Advisors LLC56,760$1.79M0.9%N/A0.233%
4/10/2025 Amplius Wealth Advisors LLC21,960$691K0.1%N/A0.090%
4/8/2025 Rothschild Investment LLC7,771$244K0.0%N/A0.032%
4/8/2025 Parallel Advisors LLC2,657$84K0.0%N/A0.011%
4/1/2025 Glass Jacobson Investment Advisors llc12,661$398K0.1%N/A0.052%
3/17/2025Wealth Enhancement Advisory Services LLC37,302$1.38M0.0%N/A0.161%
2/24/2025H&H Retirement Design & Management INC26,844$1.04M0.6%N/A0.000%
2/21/2025Vermillion Wealth Management Inc.1,061$39K0.0%N/A0.000%
2/19/2025WCG Wealth Advisors LLC12,442$461K0.0%N/A0.000%
2/18/2025Sunbelt Securities Inc.2,042$76K0.0%N/A0.000%
2/18/2025GTS Securities LLC64,926$2.41M0.1%N/A0.000%
2/18/2025Wolf Group Capital Advisors13,067$484K0.2%N/A0.000%
2/18/2025Continuum Advisory LLC1,176$44K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

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ARTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ARTY shares?

During the previous two years, 27 institutional investors and hedge funds held shares of iShares Future AI & Tech ETF. The most heavily invested institutionals were Wealthcare Advisory Partners LLC ($3.02M), GTS Securities LLC ($2.41M), Cora Capital Advisors LLC ($1.79M), Wealth Enhancement Advisory Services LLC ($1.50M), H&H Retirement Design & Management INC ($1.04M), Amplius Wealth Advisors LLC ($691K), and Patriot Financial Group Insurance Agency LLC ($579K).Learn more on ARTY's institutional investors.

Which institutional investors have been buying iShares Future AI & Tech ETF stock?

Of the 27 institutional investors that purchased iShares Future AI & Tech ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthcare Advisory Partners LLC ($95.92K), GTS Securities LLC ($64.93K), Cora Capital Advisors LLC ($56.76K), Wealth Enhancement Advisory Services LLC ($47.55K), H&H Retirement Design & Management INC ($26.84K), Amplius Wealth Advisors LLC ($21.96K), and Patriot Financial Group Insurance Agency LLC ($18.41K).

How much institutional buying is happening at iShares Future AI & Tech ETF?

Institutional investors have bought a total of 458,635 shares in the last 24 months. This purchase volume represents approximately $15.32M in transactions.



This page (NYSEARCA:ARTY) was last updated on 4/16/2025 by MarketBeat.com Staff
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