ARTY Institutional Ownership
iShares Future AI & Tech ETF
1W: +1.1%
1M: +9.7%
3M: +10.7%
YTD: +61.7%
1Y: +72.2%
3Y: +169.4%
5Y: +89.4%
$80.24
+1.12 (+1.42%)
Weekly Expected Move ±4.1%
$74
$77
$80
$84
$87
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — ARTY
424
Institutional Holders
+65 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
101
New Positions
137
Increased
100
Reduced
21
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (451 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,385,990 | $191M | +85,943 | +3.7% | 23Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,439,855 | $116M | +61,275 | +4.4% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,406,030 | $113M | +133,288 | +10.5% | 25Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,219,798 | $98M | -171,607 | -12.3% | 22Q | SEC ↗ |
| 5 | Hancock Prospecting Pty Ltd | 1,055,190 | $85M | — | +0.0% | 4Q | SEC ↗ |
| 6 | Wharton Business Group, LLC | 930,967 | $75M | -23,950 | -2.5% | 25Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 849,939 | $68M | +732,622 | +624.5% | 17Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 848,183 | $68M | -84,963 | -9.1% | 14Q | SEC ↗ |
| 9 | BlackRock, Inc. | 783,737 | $63M | +631,054 | +413.3% | 6Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 681,599 | $55M | +200,523 | +41.7% | 9Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 654,283 | $52M | +497,066 | +316.2% | 10Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 528,714 | $42M | +330,471 | +166.7% | 30Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 505,985 | $41M | +124,013 | +32.5% | 7Q | SEC ↗ |
| 14 | BROWN ADVISORY INC | 435,754 | $35M | +47,485 | +12.2% | 3Q | SEC ↗ |
| 15 | UBS Group AG | 404,238 | $32M | +73,104 | +22.1% | 26Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC | 241,132 | $19M | +156,729 | +185.7% | 14Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 217,816 | $17M | +36,616 | +20.2% | 26Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 217,445 | $17M | -11,797 | -5.1% | 11Q | SEC ↗ |
| 19 | CAPTRUST FINANCIAL ADVISORS | 204,000 | $16M | -46,150 | -18.4% | 5Q | SEC ↗ |
| 20 | Stratos Wealth Partners, LTD. | 170,547 | $14M | -57,365 | -25.2% | 10Q | SEC ↗ |
| 21 | Quadrature Capital Ltd | 165,696 | $13M | +117,275 | +242.2% | 3Q | SEC ↗ |
| 22 | Stonebrook Private Inc. | 151,883 | $12M | -49,540 | -24.6% | 3Q | SEC ↗ |
| 23 | Private Advisor Group, LLC | 148,904 | $12M | +108,251 | +266.3% | 5Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 139,001 | $11M | +29,635 | +27.1% | 13Q | SEC ↗ |
| 25 | NorthRock Partners, LLC | 125,155 | $10M | -3,394 | -2.6% | 5Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 119,880 | $10M | +60,404 | +101.6% | 11Q | SEC ↗ |
| 27 | CX Institutional | 112,651 | $9M | -2,689 | -2.3% | 7Q | SEC ↗ |
| 28 | Creative Planning | 104,528 | $8M | +9,440 | +9.9% | 25Q | SEC ↗ |
| 29 | ALEXANDER LABRUNERIE & CO., INC. | 103,526 | $8M | -7,205 | -6.5% | 4Q | SEC ↗ |
| 30 | McNaughton Wealth Management, LLC | 102,549 | $8M | -28,619 | -21.8% | 4Q | SEC ↗ |
| 31 | Cresset Asset Management, LLC | 100,548 | $8M | +85,719 | +578.0% | 9Q | SEC ↗ |
| 32 | Wealthcare Advisory Partners LLC | 97,731 | $8M | -7,575 | -7.2% | 24Q | SEC ↗ |
| 33 | BostonPremier Wealth LLC | 96,515 | $8M | +395 | +0.4% | 5Q | SEC ↗ |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 91,745 | $7M | +6,882 | +8.1% | 25Q | SEC ↗ |
| 35 | CORA CAPITAL ADVISORS LLC | 91,115 | $7M | +2,634 | +3.0% | 14Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC NEW | 87,176 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Invera Wealth Advisors, LLC | 80,892 | $6M | +10,190 | +14.4% | 2Q | SEC ↗ |
| 38 | Kestra Advisory Services, LLC | 75,302 | $6M | -18,725 | -19.9% | 23Q | SEC ↗ |
| 39 | LRI Investments, LLC | 70,872 | $6M | -23,565 | -25.0% | 8Q | SEC ↗ |
| 40 | PRUDENTIAL PLC NEW | 69,621 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 41 | INDEPENDENT FINANCIAL GROUP, LLC | 69,594 | $6M | +7,453 | +12.0% | 11Q | SEC ↗ |
| 42 | TUCKER ASSET MANAGEMENT LLC | 67,061 | $5M | +5,641 | +9.2% | 2Q | SEC ↗ |
| 43 | Wealth Management Partners, LLC | 65,555 | $5M | +3,897 | +6.3% | 4Q | SEC ↗ |
| 44 | Western Wealth Management, LLC | 63,477 | $5M | +56,332 | +788.4% | 3Q | SEC ↗ |
| 45 | Intrua Financial, LLC | 58,809 | $5M | +2,406 | +4.3% | 11Q | SEC ↗ |
| 46 | OLD MISSION CAPITAL LLC NEW | 52,187 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 47 | NATIXIS ADVISORS, LLC | 51,078 | $4M | +21,371 | +71.9% | 2Q | SEC ↗ |
| 48 | Fortis Advisors, LLC | 50,880 | $4M | -474 | -0.9% | 2Q | SEC ↗ |
| 49 | MARSHALL WACE, LLP NEW | 49,858 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 50 | MERCER GLOBAL ADVISORS INC /ADV | 49,705 | $4M | +1,568 | +3.3% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 87,176 | $7M |
| PRUDENTIAL PLC | 69,621 | $6M |
| OLD MISSION CAPITAL LLC | 52,187 | $4M |
| MARSHALL WACE, LLP | 49,858 | $4M |
| LOOMIS SAYLES & CO L P | 34,295 | $3M |
| Altura Wealth Advisors Inc. | 30,733 | $2M |
| LTS Liquid Investments LLC | 26,969 | $2M |
| Mutual Advisors, LLC | 21,301 | $2M |
| Modern Wealth Management, LLC | 19,008 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 16,800 | $1M |
| KMT WEALTH MANAGEMENT, LLC | 16,506 | $1M |
| Allianz Asset Management GmbH | 15,000 | $1M |
| Tidal Investments LLC | 14,336 | $1M |
| Global Retirement Partners, LLC | 13,154 | $1M |
| Meridian Wealth Management, LLC | 11,873 | $953K |
| NWAM LLC | 11,227 | $901K |
| Guardian Asset Advisors, LLC | 9,648 | $774K |
| Belvedere Trading LLC | 9,054 | $726K |
| Kovack Advisors, Inc. | 8,918 | $716K |
| SWMG, LLC | 7,090 | $569K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 324,966 | $26M |
| Trek Financial, LLC | 169,312 | $14M |
| CITADEL ADVISORS LLC | 165,307 | $13M |
| 5th Street Advisors, LLC | 78,515 | $6M |
| Investor's Fiduciary Advisor Networ | 64,238 | $5M |
| Steelhead Wealth Management LLC | 57,693 | $5M |
| RETIREMENT CAPITAL STRATEGIES | 19,561 | $2M |
| Independent Advisor Alliance | 16,555 | $1M |
| CIBC WORLD MARKET INC. | 13,838 | $1M |
| D.A. DAVIDSON & CO. | 12,630 | $1M |
| ADVOCATE GROUP LLC | 11,054 | $887K |
| San Luis Wealth Advisors LLC | 8,540 | $685K |
| Envestnet Portfolio Solutions, Inc. | 7,928 | $636K |
| Orion Porfolio Solutions, LLC | 6,408 | $514K |
| Arete Wealth Advisors, LLC | 5,024 | $403K |
| WEDBUSH SECURITIES INC | 4,794 | $385K |
| LIBERTY WEALTH MANAGEMENT LLC | 4,657 | $374K |
| LEGACY CAPITAL WEALTH MANAGEMENT, L | 4,307 | $346K |
| NATIXIS | 3,158 | $253K |
| Founders Financial Alliance, LLC | 2,468 | $198K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +732,622 | +624.5% | 849,939 |
| BlackRock, Inc. | +631,054 | +413.3% | 783,737 |
| Cetera Investment Advisers | +497,066 | +316.2% | 654,283 |
| ROYAL BANK OF CANADA | +330,471 | +166.7% | 528,714 |
| JONES FINANCIAL COMPANIES LLLP | +200,523 | +41.7% | 681,599 |
| MML INVESTORS SERVICES, LLC | +156,729 | +185.7% | 241,132 |
| LPL Financial LLC | +133,288 | +10.5% | 1,406,030 |
| RAYMOND JAMES FINANCIAL INC | +124,013 | +32.5% | 505,985 |
| Quadrature Capital Ltd | +117,275 | +242.2% | 165,696 |
| Private Advisor Group, LLC | +108,251 | +266.3% | 148,904 |
| MORGAN STANLEY | +85,943 | +3.7% | 2,385,990 |
| Cresset Asset Management, LLC | +85,719 | +578.0% | 100,548 |
| UBS Group AG | +73,104 | +22.1% | 404,238 |
| BANK OF AMERICA CORP /DE | +61,275 | +4.4% | 1,439,855 |
| STIFEL FINANCIAL CORP | +60,404 | +101.6% | 119,880 |
| Western Wealth Management, LLC | +56,332 | +788.4% | 63,477 |
| BROWN ADVISORY INC | +47,485 | +12.2% | 435,754 |
| Spire Wealth Management | +37,890 | +14917.3% | 38,144 |
| OSAIC HOLDINGS, INC. | +36,616 | +20.2% | 217,816 |
| ENVESTNET ASSET MANAGEMENT INC | +29,635 | +27.1% | 139,001 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -171,607 | -12.3% | 1,219,798 |
| Mariner, LLC | -118,417 | -75.8% | 37,754 |
| AMERIPRISE FINANCIAL INC | -84,963 | -9.1% | 848,183 |
| Stratos Wealth Partners, LTD. | -57,365 | -25.2% | 170,547 |
| Stonebrook Private Inc. | -49,540 | -24.6% | 151,883 |
| CAPTRUST FINANCIAL ADVISORS | -46,150 | -18.4% | 204,000 |
| McNaughton Wealth Management, LLC | -28,619 | -21.8% | 102,549 |
| Wharton Business Group, LLC | -23,950 | -2.5% | 930,967 |
| LRI Investments, LLC | -23,565 | -25.0% | 70,872 |
| Kestra Advisory Services, LLC | -18,725 | -19.9% | 75,302 |
| CWM, LLC | -17,500 | -31.0% | 39,014 |
| CITIGROUP INC | -14,949 | -25.6% | 43,531 |
| HighTower Advisors, LLC | -11,797 | -5.1% | 217,445 |
| HSBC HOLDINGS PLC | -11,600 | -31.7% | 25,000 |
| GREAT VALLEY ADVISOR GROUP, INC. | -8,248 | -16.9% | 40,465 |
| Wealthcare Advisory Partners LLC | -7,575 | -7.2% | 97,731 |
| IFP Advisors, Inc | -7,276 | -18.2% | 32,782 |
| ALEXANDER LABRUNERIE & CO., INC. | -7,205 | -6.5% | 103,526 |
| Continuum Advisory, LLC | -6,683 | -21.9% | 23,870 |
| Shira Ridge Wealth Management | -6,002 | -64.8% | 3,254 |