Vault-13

ISHARES TR ARTY

FUTURE AI & TECH · ETP · CUSIP 46435U556

280 institutional holders +43 vs Q2 2025
15,432,07615.4m shares reported held*
$706.1mreported value*
63 new 105 added 38 reduced 18 sold out net bought ≈ $287.0m (+6.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $45.75. Options: 1 managers hold calls ($1.2m notional), 0 hold puts (—).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 72Q4 22: 76Q1 23: 88Q2 23: 114Q3 23: 124Q4 23: 151Q1 24: 160Q2 24: 177Q3 24: 169Q4 24: 184Q1 25: 216Q2 25: 237Q3 25: 280280Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202272
Q4 202276
Q1 202388
Q2 2023114
Q3 2023124
Q4 2023151
Q1 2024160
Q2 2024177
Q3 2024169
Q4 2024184
Q1 2025216
Q2 2025237
Q3 2025280

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 23: 84 bought or addedQ4 23: 29 cut or sold outQ1 24: 88 bought or addedQ1 24: 48 cut or sold outQ1 24Q2 24: 89 bought or addedQ2 24: 55 cut or sold outQ3 24: 58 bought or addedQ3 24: 68 cut or sold outQ3 24Q4 24: 79 bought or addedQ4 24: 54 cut or sold outQ1 25: 125 bought or addedQ1 25: 46 cut or sold outQ1 25Q2 25: 109 bought or addedQ2 25: 78 cut or sold outQ3 25: 168 bought or addedQ3 25: 56 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20238429
Q1 20248848
Q2 20248955
Q3 20245868
Q4 20247954
Q1 202512546
Q2 202510978
Q3 202516856

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $135.2kQ1 25 puts: $404.9kQ1 25P/C 2.99Q2 25 calls: $1.3mQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $1.2mQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$135.2k$404.9k2.99
Q2 2025$1.3m$00.00
Q3 2025$1.2m$00.00

Biggest buyers

MORGAN STANLEY Added +1,095,616+1.1m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,063,439+1.1m
Hancock Prospecting Pty Ltd New +1,055,190+1.1m
AMERIPRISE FINANCIAL INC Added +608,816+608.8k
LPL Financial LLC Added +437,721+437.7k
BANK OF AMERICA CORP /DE/ Added +305,380+305.4k
Stratos Wealth Partners, LTD. Added +185,185+185.2k
HighTower Advisors, LLC Added +182,726+182.7k
CAPTRUST FINANCIAL ADVISORS Added +125,799+125.8k
McNaughton Wealth Management, LLC New +113,128+113.1k

Biggest sellers

Rockefeller Capital Management L.P. Reduced -169,695-169.7k
ROYAL BANK OF CANADA Reduced -130,722-130.7k
CITADEL ADVISORS LLC Sold out -84,858-84.9k
Copperleaf Capital, LLC Sold out -23,350-23.4k
Patriot Financial Group Insurance Agency, LLC Sold out -18,636-18.6k
Amplius Wealth Advisors, LLC Reduced -13,850-13.8k
GTS SECURITIES LLC Sold out -11,168-11.2k
Atlas Private Wealth Advisors Reduced -9,732-9.7k
LRI Investments, LLC Reduced -9,286-9.3k
Quadrature Capital Ltd Sold out -8,634-8.6k

Biggest calls

CITADEL ADVISORS LLC Reduced $1.2m26.8k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,375,9522.4m $108.8m $108.8m 0.01% Added +1.1m +1,095,616
2 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,324,3341.3m $60.6m $60.6m 0.01% Added +608.8k +608,816
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 1,206,2141.2m $55.2m $55.2m 0.04% Added +1.1m +1,063,439
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,155,9241.2m $52.9m $52.9m 0.00% Added +305.4k +305,380
5 Hancock Prospecting Pty Ltd 1.57% of their portfolio West Perth, C3 1,055,1901.1m $48.3m $48.3m 1.57% New
6 Wharton Business Group, LLC 1.98% of their portfolio MALVERN, PA 989,042989.0k $45.3m $45.3m 1.98% Added +22.7k +22,740
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 981,400981.4k $44.9m $44.9m 0.01% Added +437.7k +437,721
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 333,422333.4k $15.3m $15.3m 0.00% Added +40.3k +40,335
9 TD Waterhouse Canada Inc. 0.10% of their portfolio TORONTO, A6 320,597320.6k $14.9m $14.9m 0.10% Added +5.6k +5,601
10 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 296,322296.3k $12.9m $12.9m 0.02% Added +65.6k +65,582
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 233,962234.0k $10.7m $10.7m 0.00% Added +18.4k +18,371
12 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 224,933224.9k $10.1m $10.1m 0.01% Added +75.1k +75,115
13 Stratos Wealth Partners, LTD. 0.11% of their portfolio BEACHWOOD, OH 202,272202.3k $9.3m $9.3m 0.11% Added +185.2k +185,185
14 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 196,657196.7k $9.0m $9.0m 0.01% Added +182.7k +182,726
15 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 158,962159.0k $7.3m $7.3m 0.04% Added +68.6k +68,555
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 155,442155.4k $7.1m $7.1m 0.00% Reduced -130.7k -130,722
17 Trek Financial, LLC 0.42% of their portfolio Scottsdale, AZ 154,700154.7k $7.1m $7.1m 0.42% Added +29.8k +29,822
18 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 141,772141.8k $6.5m $6.5m 0.01% Added +125.8k +125,799
19 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 120,025120.0k $5.5m $5.5m 0.01% Added +63.1k +63,146
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 115,996116.0k $5.3m $5.3m 0.01% Added +27.0k +27,019
21 McNaughton Wealth Management, LLC 2.18% of their portfolio SAN DIEGO, CA 113,128113.1k $5.2m $5.2m 2.18% New
22 Wealthcare Advisory Partners LLC 0.10% of their portfolio WEST CHESTER, PA 106,108106.1k $4.9m $4.9m 0.10% Reduced -1.9k -1,903
23 NorthRock Partners, LLC 0.09% of their portfolio MINNEAPOLIS, MN 103,940103.9k $4.8m $4.8m 0.09% New
24 ALEXANDER LABRUNERIE & CO., INC. 1.71% of their portfolio COLUMBIA, MO 101,029101.0k $4.6m $4.6m 1.71% New
25 BostonPremier Wealth LLC 2.19% of their portfolio HANOVER, MA 96,43296.4k $4.4m $4.4m 2.19% Added +5.9k +5,869
26 INDEPENDENT FINANCIAL GROUP, LLC 0.11% of their portfolio SAN DIEGO, CA 96,18296.2k $4.4m $4.4m 0.11% Added +59.2k +59,202
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 96,12196.1k $4.4m $4.4m 0.01% Added +1.1k +1,089
28 FLOW TRADERS U.S. LLC 0.18% of their portfolio NEW YORK, NY 95,31195.3k $4.4m $4.4m 0.18% New
29 LRI Investments, LLC 0.33% of their portfolio PALM BEACH GARDENS, FL 88,51188.5k $4.1m $4.1m 0.33% Reduced -9.3k -9,286
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 87,17887.2k $4.0m $4.0m 0.00% New
31 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 83,40583.4k $3.8m $3.8m 0.00% Added +15.5k +15,517
32 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 81,89781.9k $3.9m $3.9m 0.01% Reduced -6.6k -6,607
33 5th Street Advisors, LLC 1.85% of their portfolio Southport, CT 81,67281.7k $3.7m $3.7m 1.85% Added +6.5k +6,540
34 CORA CAPITAL ADVISORS LLC 1.45% of their portfolio MARLTON, NJ 74,66974.7k $3.4m $3.4m 1.45% Added +21.1k +21,111
35 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 70,96971.0k $3.2m $3.2m 0.01% Added +7.6k +7,633
36 Synergy Asset Management, LLC 0.09% of their portfolio VANCOUVER, WA 54,71454.7k $2.5m $2.5m 0.09% New
37 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 54,39254.4k $2.5m $2.5m 0.00% Reduced -1.6k -1,650
38 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 50,23650.2k $2.3m $2.3m 0.00% Added +20.0k +20,015
39 GREAT VALLEY ADVISOR GROUP, INC. 0.05% of their portfolio WILMINGTON, DE 50,07750.1k $2.3m $2.3m 0.05% Added +41.5k +41,486
40 Wealth Management Partners, LLC 0.69% of their portfolio TUCSON, AZ 47,73047.7k $2.2m $2.2m 0.69% New
41 Avestar Capital, LLC 0.15% of their portfolio New York, NY 45,60045.6k $2.1m $2.1m 0.15% New
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 45,31845.3k $2.1m $2.1m 0.00% Added +5.3k +5,259
43 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 44,75944.8k $2.0m $2.0m 0.00% Reduced -169.7k -169,695
44 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 44,31744.3k $2.0m $2.0m 0.05% Reduced -543 -543
45 Intrua Financial, LLC 0.24% of their portfolio Houston, TX 44,07044.1k $2.0m $2.0m 0.24% Added +2.4k +2,385
46 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 43,88743.9k $2.0m $2.0m 0.01% Reduced -4.5k -4,460
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 42,73142.7k $2.0m $2.0m 0.00% Added +5.5k +5,486
48 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 42,64842.6k $2.0m $2.0m 0.02% Added +3.4k +3,402
49 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 41,18141.2k $1.9m $1.9m 0.00% Reduced -3.6k -3,566
50 Strategic Advocates LLC 0.49% of their portfolio SACRAMENTO, CA 40,70240.7k $1.9m $1.9m 0.49% Added +1.7k +1,671
51 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 39,49039.5k $1.8m $1.8m 0.01% Added +6.7k +6,671
52 Ardent Capital Management, Inc. 0.74% of their portfolio Cincinnati, OH 38,22238.2k $1.7m $1.7m 0.74% Reduced -107 -107
53 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 37,12237.1k $1.5m $1.5m 0.00% Added +21.7k +21,707
54 CWM, LLC 0.00% of their portfolio OMAHA, NE 34,60534.6k $1.6m $1.6m 0.00% Added +1.6k +1,626
55 Mariner, LLC 0.00% of their portfolio Overland Park, KS 34,59834.6k $1.6m $1.6m 0.00% Added +6.2k +6,204
56 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 33,31533.3k $1.5m $1.5m 0.00% Added +50 +50
57 STEPHEN J. GARRY & ASSOCIATES, LLC 1.18% of their portfolio GARDEN CITY, NY 32,35932.4k $1.5m $1.5m 1.18% Added +13.9k +13,944
58 WADDELL & ASSOCIATES, LLC 0.12% of their portfolio MEMPHIS, TN 30,73530.7k $1.4m $1.4m 0.12% Unchanged
59 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 30,08730.1k $1.4m $1.4m 0.01% Added +3.2k +3,158
60 CASCADE INVESTMENT GROUP, INC. 0.90% of their portfolio Colorado Springs, CO 29,68229.7k $1.4m $1.4m 0.90% Added +780 +780
61 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 29,30029.3k $1.3m $1.3m 0.00% Added +13.8k +13,800
62 Continuum Advisory, LLC 0.14% of their portfolio EAGLE, ID 28,89528.9k $1.3m $1.3m 0.14% New
63 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,87627.9k $1.3m $1.3m 0.00% Added +1.9k +1,950
64 Sivia Capital Partners, LLC 0.35% of their portfolio Mill Valley, CA 27,14827.1k $1.2m $1.2m 0.35% New
65 Moran Wealth Management, LLC 0.04% of their portfolio NAPLES, FL 27,05227.1k $1.2m $1.2m 0.04% Added +11.5k +11,545
66 Hudock, Inc. 0.19% of their portfolio Williamsport, PA 26,89826.9k $1.2m $1.2m 0.19% Added +106 +106
67 GWN SECURITIES INC. 0.28% of their portfolio Palm Beach Gardens, FL 26,44826.4k $1.2m $1.2m 0.28% Reduced -360 -360
68 One Wealth Map LLC 0.69% of their portfolio LAS VEGAS, NV 26,20726.2k $1.3m $1.3m 0.69% Reduced -2.4k -2,361
69 Goldstone Financial Group, LLC 0.14% of their portfolio OAKBROOK TERRACE, IL 25,69625.7k $1.2m $1.2m 0.14% Added +5.5k +5,538
70 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 24,69524.7k $1.1m $1.1m 0.00% Added +2.3k +2,277
71 Phoenix Wealth Advisors 0.41% of their portfolio CHAPEL HILL, NC 23,43923.4k $1.1m $1.1m 0.41% Added +41 +41
72 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 22,44622.4k $1.0m $1.0m 0.02% New
73 Gemmer Asset Management LLC 0.08% of their portfolio WALNUT CREEK, CA 22,41722.4k $1.0m $1.0m 0.08% Added +6.4k +6,403
74 Cladis Investment Advisory, LLC 0.55% of their portfolio BILLINGS, MT 21,14521.1k $968.0k $968.0k 0.55% Added +890 +890
75 Wealth Management Associates, Inc. 0.33% of their portfolio Cherry Hill, NJ 20,05920.1k $918.3k $918.3k 0.33% New
76 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 19,90219.9k $911.1k $911.1k 0.02% Reduced -276 -276
77 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 18,37918.4k $841.4k $841.4k 0.02% Added +8.6k +8,627
78 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 17,31817.3k $792.0k $792.0k 0.00% New
79 Amplius Wealth Advisors, LLC 0.07% of their portfolio BLUE BELL, PA 17,27617.3k $790.9k $790.9k 0.07% Reduced -13.8k -13,850
80 CX Institutional 0.02% of their portfolio AUBURN, IN 17,18617.2k $787.0k $787.0k 0.02% Added +261 +261
81 PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio BEDMINSTER, NJ 17,00017.0k $778.0k $778.0k 0.01% Unchanged
82 Shira Ridge Wealth Management 0.32% of their portfolio LARKSPUR, CA 16,49816.5k $755.3k $755.3k 0.32% New
83 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 15,56315.6k $712.5k $712.5k 0.00% Reduced -205 -205
84 Glass Jacobson Investment Advisors llc 0.25% of their portfolio OWINGS MILLS, MD 15,03215.0k $688.2k $688.2k 0.25% Added +665 +665
85 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 14,82014.8k $678.5k $678.5k 0.00% Added +379 +379
86 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 14,69314.7k $672.6k $672.6k 0.00% Added +2.6k +2,601
87 Consolidated Portfolio Review Corp 0.08% of their portfolio WOODBURY, NY 14,66514.7k $671.4k $671.4k 0.08% Added +104 +104
88 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 14,22014.2k $651.0k $651.0k 0.00% Reduced -1.5k -1,520
89 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 13,92113.9k $637.3k $637.3k 0.02% New
90 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 13,40013.4k $613.5k $613.5k 0.00% New
91 SCS Capital Management LLC 0.01% of their portfolio BOSTON, MA 13,09313.1k $599.4k $599.4k 0.01% New
92 Community Bank, N.A. 0.07% of their portfolio DeWitt, NY 13,00013.0k $595.0k $595.0k 0.07% Unchanged
93 Matisse Capital 0.27% of their portfolio PORTLAND, OR 12,96113.0k $593.4k $593.4k 0.27% Unchanged
94 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 12,83812.8k $587.7k $587.7k 0.00% Added +3.9k +3,922
95 PFG Advisors 0.02% of their portfolio Phoenix, AZ 12,82212.8k $587.0k $587.0k 0.02% Reduced -27 -27
96 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 12,15612.2k $556.5k $556.5k 0.03% Added +248 +248
97 Plan A Wealth LLC 0.28% of their portfolio LINCOLN, NE 12,04612.0k $551.5k $551.5k 0.28% Reduced -4.7k -4,675
98 INSIGNEO ADVISORY SERVICES, LLC 0.04% of their portfolio MIAMI, FL 11,80511.8k $540.4k $540.4k 0.04% Reduced -302 -302
99 Platform Technology Partners 0.13% of their portfolio NEW YORK, NY 11,69011.7k $535.1k $535.1k 0.13% New
100 FIDUCIARY FINANCIAL GROUP, LLC 0.08% of their portfolio SAN RAFAEL, CA 11,66411.7k $534.0k $534.0k 0.08% Reduced -671 -671