ARTY Institutional Ownership & Shareholders
ISHARES FUTURE AI & TECH ETF (ARTY) is currently held by 415 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.48B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of ARTY tracked by InsiderSet, reporting ownership valued at approximately $181.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $157.48M, representing an estimated loss of -13.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed ARTY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES FUTURE AI & TECH ETF (ARTY).
This page ranks the largest institutional ARTY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
415
Total Reported Value
$1.48B
Largest Holder
Morgan Stanley
Largest Position
$181.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 2,385,990 | $181,717,066 | $157,475,340 | -$24,241,726 | -13.34% | |
| Bank Of America Corp | 0.01% | 1,439,855 | $109,659,370 | $95,030,430 | -$14,628,940 | -13.34% | |
| Lpl Financial Llc | 0.02% | 1,406,030 | $107,083,261 | $92,797,980 | -$14,285,281 | -13.34% | |
| Hancock Prospecting Pty Ltd | 1.41% | 1,055,190 | $80,363,270 | $69,642,540 | -$10,720,730 | -13.34% | |
| Wharton Business Group, Llc | 2.36% | 930,967 | $70,450,000 | $61,443,822 | -$9,006,178 | -12.78% | |
| Wells Fargo & Company/Mn | 0.01% | 849,939 | $64,731,365 | $56,095,974 | -$8,635,391 | -13.34% | |
| Ameriprise Financial Inc | 0.01% | 848,183 | $64,605,118 | $55,980,078 | -$8,625,040 | -13.35% | |
| Blackrock, Inc. | 0.00% | 783,737 | $59,689,410 | $51,726,642 | -$7,962,768 | -13.34% | |
| Cetera Investment Advisers | 0.05% | 654,283 | $49,830,147 | $43,182,678 | -$6,647,469 | -13.34% | |
| Jones Financial Companies Lllp | 0.02% | 681,599 | $49,265,941 | $44,985,534 | -$4,280,407 | -8.69% | |
| Royal Bank Of Canada | 0.01% | 528,714 | $40,267,000 | $34,895,124 | -$5,371,876 | -13.34% | |
| Raymond James Financial Inc | 0.01% | 505,985 | $38,535,833 | $33,395,010 | -$5,140,823 | -13.34% | |
| Brown Advisory Inc | 0.05% | 435,754 | $33,187,025 | $28,759,764 | -$4,427,261 | -13.34% | |
| Ubs Group Ag | 0.00% | 404,238 | $30,786,766 | $26,679,708 | -$4,107,058 | -13.34% | |
| Mml Investors Services, Llc | 0.04% | 241,132 | $18,364,597 | $15,914,712 | -$2,449,885 | -13.34% | |
| Osaic Holdings, Inc. | 0.02% | 217,816 | $16,590,489 | $14,375,856 | -$2,214,633 | -13.35% | |
| Captrust Financial Advisors | 0.02% | 204,000 | $15,536,655 | $13,464,000 | -$2,072,655 | -13.34% | |
| Stratos Wealth Partners, Ltd. | 0.13% | 170,547 | $12,988,860 | $11,256,102 | -$1,732,758 | -13.34% | |
| Quadrature Capital Ltd | 0.11% | 165,696 | $12,619,407 | $10,935,936 | -$1,683,471 | -13.34% | |
| Stonebrook Private Inc. | 2.11% | 151,883 | $11,567,406 | $10,024,278 | -$1,543,128 | -13.34% | |
| Private Advisor Group, Llc | 0.05% | 148,904 | $11,340,521 | $9,827,664 | -$1,512,857 | -13.34% | |
| Envestnet Asset Management Inc | 0.00% | 139,001 | $10,586,306 | $9,174,066 | -$1,412,240 | -13.34% | |
| Northrock Partners, Llc | 0.14% | 125,155 | $9,531,773 | $8,260,230 | -$1,271,543 | -13.34% | |
| Stifel Financial Corp | 0.01% | 119,880 | $9,130,376 | $7,912,080 | -$1,218,296 | -13.34% | |
| Creative Planning | 0.00% | 105,396 | $8,254,617 | $6,956,136 | -$1,298,481 | -15.73% | |
| Mcnaughton Wealth Management, Llc | 2.78% | 101,463 | $7,946,585 | $6,696,558 | -$1,250,027 | -15.73% | |
| Alexander Labrunerie & Co., Inc. | 2.76% | 103,526 | $7,884,551 | $6,832,716 | -$1,051,835 | -13.34% | |
| Cora Capital Advisors Llc | 2.07% | 100,046 | $7,835,604 | $6,603,036 | -$1,232,568 | -15.73% | |
| Cresset Asset Management, Llc | 0.03% | 100,548 | $7,657,764 | $6,636,168 | -$1,021,596 | -13.34% | |
| Bostonpremier Wealth Llc | 3.10% | 97,095 | $7,604,477 | $6,408,270 | -$1,196,207 | -15.73% | |
| Wealthcare Advisory Partners Llc | 0.13% | 96,191 | $7,533,664 | $6,348,606 | -$1,185,058 | -15.73% | |
| Commonwealth Equity Services, Llc | 0.01% | 94,218 | $7,379,194 | $6,218,388 | -$1,160,806 | -15.73% | |
| Adamsbrown Wealth Consultants Llc | 1.33% | 93,318 | $7,308,666 | $6,158,988 | -$1,149,678 | -15.73% | |
| Kestra Advisory Services, Llc | 0.02% | 86,456 | $6,771,234 | $5,706,096 | -$1,065,138 | -15.73% | |
| Goldman Sachs Group Inc | 0.00% | 87,176 | $6,639,324 | $5,753,616 | -$885,708 | -13.34% | |
| Invera Wealth Advisors, Llc | 3.35% | 82,752 | $6,481,137 | $5,461,632 | -$1,019,505 | -15.73% | |
| Lts Liquid Investments Llc | 2.42% | 72,285 | $5,661,361 | $4,770,810 | -$890,551 | -15.73% | |
| Lri Investments, Llc | 0.43% | 70,872 | $5,397,612 | $4,677,552 | -$720,060 | -13.34% | |
| Prudential Plc | 0.03% | 69,621 | $5,302,335 | $4,594,986 | -$707,349 | -13.34% | |
| Wealth Management Partners, Llc | 1.21% | 65,700 | $5,145,624 | $4,336,200 | -$809,424 | -15.73% | |
| Western Wealth Management, Llc | 0.16% | 63,477 | $4,834,427 | $4,189,482 | -$644,945 | -13.34% | |
| Concurrent Investment Advisors, Llc | 0.03% | 61,343 | $4,804,372 | $4,048,638 | -$755,734 | -15.73% | |
| Intrua Financial, Llc | 0.45% | 59,600 | $4,667,891 | $3,933,600 | -$734,291 | -15.73% | |
| Old Mission Capital Llc | 0.10% | 52,187 | $3,974,561 | $3,444,342 | -$530,219 | -13.34% | |
| Natixis Advisors, Llc | 0.00% | 51,078 | $3,890,000 | $3,371,148 | -$518,852 | -13.34% | |
| Fortis Advisors, Llc | 1.81% | 50,880 | $3,874,990 | $3,358,080 | -$516,910 | -13.34% | |
| Marshall Wace, Llp | 0.00% | 49,858 | $3,797,185 | $3,290,628 | -$506,557 | -13.34% | |
| Mercer Global Advisors Inc | 0.00% | 49,705 | $3,785,558 | $3,280,530 | -$505,028 | -13.34% | |
| Kingsview Wealth Management, Llc | 0.05% | 48,870 | $3,721,901 | $3,225,420 | -$496,481 | -13.34% | |
| Independent Financial Group, Llc | 0.07% | 47,242 | $3,699,973 | $3,117,972 | -$582,001 | -15.73% |
Frequently asked questions about ARTY
Who are the largest institutional holders of ARTY?
The largest institutional holders of ARTY reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, Hancock Prospecting Pty Ltd, and Wharton Business Group, Llc. InsiderSet ranks institutional holders by their latest reported ARTY position.
What is ARTY institutional ownership?
This page tracks ARTY positions reported by institutional investment managers through SEC Form 13F. ISHARES FUTURE AI & TECH ETF (ARTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ARTY?
InsiderSet currently tracks 415 institutional managers reporting ARTY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ARTY shareholders.
How much ARTY stock do institutions own?
Institutional investment managers disclosed approximately $1.48B in ARTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ARTY institutional ownership last updated?
The latest ARTY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ARTY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ARTY position after the reporting date.
Are institutions buying or selling ARTY?
Institutional buying and selling can be analyzed by comparing ARTY positions across consecutive 13F reporting periods. InsiderSet's ARTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ARTY ownership changes.
How has ARTY institutional ownership changed over time?
InsiderSet tracks ARTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.