Vault-13

ISHARES TR ARTY

FUTURE AI & TECH · ETP · CUSIP 46435U556

317 institutional holders +37 vs Q3 2025
18,103,02218.1m shares reported held*
$872.5mreported value*
54 new 114 added 52 reduced 30 sold out net bought ≈ $125.7m (+2.6m 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 ≈ $48.20. Options: 3 managers hold calls ($708.2k notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 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: 280Q4 25: 317317Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025317

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 24: 88 bought or addedQ1 24: 48 cut or sold outQ2 24: 89 bought or addedQ2 24: 55 cut or sold outQ2 24Q3 24: 58 bought or addedQ3 24: 68 cut or sold outQ4 24: 79 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 125 bought or addedQ1 25: 46 cut or sold outQ2 25: 109 bought or addedQ2 25: 78 cut or sold outQ2 25Q3 25: 168 bought or addedQ3 25: 56 cut or sold outQ4 25: 168 bought or addedQ4 25: 82 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20248848
Q2 20248955
Q3 20245868
Q4 20247954
Q1 202512546
Q2 202510978
Q3 202516856
Q4 202516882

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ1 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 0.00Q4 25 calls: $708.2kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$135.2k$404.9k2.99
Q2 2025$1.3m$00.00
Q3 2025$1.2m$00.00
Q4 2025$708.2k$00.00

Biggest buyers

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +888,045+888.0k
ASSETMARK, INC Added +590,228+590.2k
BROWN ADVISORY INC New +304,299+304.3k
MORGAN STANLEY Added +234,478+234.5k
BANK OF AMERICA CORP /DE/ Added +189,081+189.1k
Kingsview Wealth Management, LLC Added +136,838+136.8k
LPL Financial LLC Added +131,297+131.3k
Mariner, LLC Added +117,620+117.6k
JONES FINANCIAL COMPANIES LLLP Added +113,732+113.7k
RAYMOND JAMES FINANCIAL INC Added +102,862+102.9k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -304,524-304.5k
TD Waterhouse Canada Inc. Reduced -152,848-152.8k
Private Advisor Group, LLC Reduced -121,708-121.7k
JANE STREET GROUP, LLC Sold out -120,025-120.0k
FLOW TRADERS U.S. LLC Sold out -95,311-95.3k
GOLDMAN SACHS GROUP INC Sold out -87,178-87.2k
Synergy Asset Management, LLC Sold out -54,714-54.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -50,680-50.7k
Wharton Business Group, LLC Reduced -34,360-34.4k
Sivia Capital Partners, LLC Sold out -27,148-27.1k

Biggest calls

Belvedere Trading LLC New $293.9k6.1k shares
CITADEL ADVISORS LLC Reduced $207.2k4.3k shares
JANE STREET GROUP, LLC New $207.2k4.3k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,610,4302.6m $125.8m $125.8m 0.01% Added +234.5k +234,478
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.06% of their portfolio MILWAUKEE, WI 2,094,2592.1m $100.9m $100.9m 0.06% Added +888.0k +888,045
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,345,0051.3m $64.8m $64.8m 0.00% Added +189.1k +189,081
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,112,6971.1m $53.6m $53.6m 0.01% Added +131.3k +131,297
5 Hancock Prospecting Pty Ltd 1.56% of their portfolio West Perth, C3 1,055,1901.1m $50.8m $50.8m 1.56% Unchanged
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,019,8101.0m $49.1m $49.1m 0.01% Reduced -304.5k -304,524
7 Wharton Business Group, LLC 1.75% of their portfolio MALVERN, PA 954,682954.7k $46.0m $46.0m 1.75% Reduced -34.4k -34,360
8 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 631,409631.4k $30.4m $30.4m 0.06% Added +590.2k +590,228
9 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 362,580362.6k $17.5m $17.5m 0.03% Added +66.3k +66,258
10 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 338,665338.7k $16.3m $16.3m 0.01% Added +113.7k +113,732
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 338,041338.0k $16.3m $16.3m 0.00% Added +4.6k +4,619
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 336,824336.8k $16.2m $16.2m 0.01% Added +102.9k +102,862
13 BROWN ADVISORY INC 0.02% of their portfolio BALTIMORE, MD 304,299304.3k $14.7m $14.7m 0.02% New
14 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 255,108255.1k $12.3m $12.3m 0.01% Added +58.5k +58,451
15 Stratos Wealth Partners, LTD. 0.12% of their portfolio BEACHWOOD, OH 224,766224.8k $10.8m $10.8m 0.12% Added +22.5k +22,494
16 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 196,873196.9k $9.5m $9.5m 0.02% Added +55.1k +55,101
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 176,660176.7k $8.5m $8.5m 0.00% Added +21.2k +21,218
18 Trek Financial, LLC 0.47% of their portfolio Scottsdale, AZ 169,312169.3k $8.2m $8.2m 0.47% Added +14.6k +14,612
19 TD Waterhouse Canada Inc. 0.05% of their portfolio TORONTO, A6 167,749167.7k $8.1m $8.1m 0.05% Reduced -152.8k -152,848
20 Mariner, LLC 0.01% of their portfolio Overland Park, KS 152,218152.2k $7.3m $7.3m 0.01% Added +117.6k +117,620
21 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 144,591144.6k $7.0m $7.0m 0.01% Added +28.6k +28,595
22 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 143,600143.6k $6.9m $6.9m 0.10% Added +136.8k +136,838
23 NorthRock Partners, LLC 0.11% of their portfolio MINNEAPOLIS, MN 130,110130.1k $6.3m $6.3m 0.11% Added +26.2k +26,170
24 McNaughton Wealth Management, LLC 2.54% of their portfolio SAN DIEGO, CA 127,966128.0k $6.2m $6.2m 2.54% Added +14.8k +14,838
25 Wealthcare Advisory Partners LLC 0.10% of their portfolio WEST CHESTER, PA 105,920105.9k $5.1m $5.1m 0.10% Reduced -188 -188
26 ALEXANDER LABRUNERIE & CO., INC. 1.79% of their portfolio COLUMBIA, MO 102,665102.7k $4.9m $4.9m 1.79% Added +1.6k +1,636
27 BostonPremier Wealth LLC 2.27% of their portfolio HANOVER, MA 91,99892.0k $4.4m $4.4m 2.27% Reduced -4.4k -4,434
28 LRI Investments, LLC 0.35% of their portfolio PALM BEACH GARDENS, FL 89,59489.6k $4.3m $4.3m 0.35% Added +1.1k +1,083
29 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 88,48688.5k $4.3m $4.3m 0.00% Added +5.1k +5,081
30 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 87,00287.0k $4.2m $4.2m 0.01% Reduced -9.1k -9,119
31 Shira Ridge Wealth Management 1.64% of their portfolio LARKSPUR, CA 84,74384.7k $4.1m $4.1m 1.64% Added +68.2k +68,245
32 CORA CAPITAL ADVISORS LLC 1.50% of their portfolio MARLTON, NJ 79,92279.9k $3.9m $3.9m 1.50% Added +5.3k +5,253
33 5th Street Advisors, LLC 1.79% of their portfolio Southport, CT 79,63079.6k $3.8m $3.8m 1.79% Reduced -2.0k -2,042
34 INDEPENDENT FINANCIAL GROUP, LLC 0.09% of their portfolio SAN DIEGO, CA 79,26579.3k $3.8m $3.8m 0.09% Reduced -16.9k -16,917
35 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 76,67976.7k $3.7m $3.7m 0.04% Added +34.0k +34,031
36 Investor's Fiduciary Advisor Network, LLC 0.66% of their portfolio SNOQUALMIE, WA 64,23864.2k $3.1m $3.1m 0.66% New
37 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 62,54562.5k $3.0m $3.0m 0.01% Reduced -8.4k -8,424
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 60,07360.1k $2.9m $2.9m 0.00% Added +48.5k +48,513
39 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 57,81457.8k $2.8m $2.8m 0.00% Added +7.6k +7,578
40 CWM, LLC 0.01% of their portfolio OMAHA, NE 56,51456.5k $2.7m $2.7m 0.01% Added +21.9k +21,909
41 Wealth Management Partners, LLC 0.71% of their portfolio TUCSON, AZ 51,88651.9k $2.5m $2.5m 0.71% Added +4.2k +4,156
42 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 51,67551.7k $2.5m $2.5m 0.00% Reduced -2.7k -2,717
43 GREAT VALLEY ADVISOR GROUP, INC. 0.05% of their portfolio WILMINGTON, DE 49,85349.9k $2.4m $2.4m 0.05% Reduced -224 -224
44 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 46,28446.3k $2.2m $2.2m 0.01% Added +2.4k +2,397
45 Avestar Capital, LLC 0.15% of their portfolio New York, NY 45,60045.6k $2.2m $2.2m 0.15% Unchanged
46 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 45,18945.2k $2.2m $2.2m 0.00% Reduced -129 -129
47 Intrua Financial, LLC 0.24% of their portfolio Houston, TX 45,08845.1k $2.2m $2.2m 0.24% Added +1.0k +1,018
48 Ardent Capital Management, Inc. 0.80% of their portfolio Cincinnati, OH 42,06242.1k $2.0m $2.0m 0.80% Added +3.8k +3,840
49 Strategic Advocates LLC 0.52% of their portfolio SACRAMENTO, CA 41,87141.9k $2.0m $2.0m 0.52% Added +1.2k +1,169
50 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 41,13941.1k $2.0m $2.0m 0.00% Reduced -3.6k -3,620
51 Opus Capital Group, LLC 0.20% of their portfolio CINCINNATI, OH 38,02838.0k $1.8m $1.8m 0.20% New
52 Moran Wealth Management, LLC 0.06% of their portfolio NAPLES, FL 37,32637.3k $1.8m $1.8m 0.06% Added +10.3k +10,274
53 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 37,25437.3k $1.8m $1.8m 0.01% Reduced -121.7k -121,708
54 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 36,60036.6k $1.8m $1.8m 0.00% Added +7.3k +7,300
55 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 35,48035.5k $1.7m $1.7m 0.00% Added +2.2k +2,165
56 STEPHEN J. GARRY & ASSOCIATES, LLC 1.29% of their portfolio GARDEN CITY, NY 33,82933.8k $1.6m $1.6m 1.29% Added +1.5k +1,470
57 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 32,62132.6k $1.6m $1.6m 0.00% Reduced -10.1k -10,110
58 Goldstone Financial Group, LLC 0.17% of their portfolio OAKBROOK TERRACE, IL 32,54032.5k $1.6m $1.6m 0.17% Added +6.8k +6,844
59 Stonebrook Private Inc. 0.33% of their portfolio NORTHVILLE, MI 32,52732.5k $1.6m $1.6m 0.33% New
60 CASCADE INVESTMENT GROUP, INC. 1.05% of their portfolio Colorado Springs, CO 32,50732.5k $1.6m $1.6m 1.05% Added +2.8k +2,825
61 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 32,41832.4k $1.6m $1.6m 0.00% Added +16.9k +16,855
62 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 31,89531.9k $1.5m $1.5m 0.03% Reduced -12.4k -12,422
63 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 31,39731.4k $1.5m $1.5m 0.01% Added +1.3k +1,310
64 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 31,21731.2k $1.6m $1.6m 0.00% Reduced -50.7k -50,680
65 Continuum Advisory, LLC 0.15% of their portfolio EAGLE, ID 30,90830.9k $1.5m $1.5m 0.15% Added +2.0k +2,013
66 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 30,82330.8k $1.5m $1.5m 0.01% Reduced -8.7k -8,667
67 WADDELL & ASSOCIATES, LLC 0.10% of their portfolio MEMPHIS, TN 30,73530.7k $1.5m $1.5m 0.10% Unchanged
68 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,62430.6k $1.5m $1.5m 0.00% Added +2.7k +2,748
69 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 29,10729.1k $1.4m $1.4m 0.00% Added +4.4k +4,412
70 GWN SECURITIES INC. 0.27% of their portfolio Palm Beach Gardens, FL 27,94827.9k $1.3m $1.3m 0.27% Added +1.5k +1,500
71 One Wealth Map LLC 0.74% of their portfolio LAS VEGAS, NV 27,88027.9k $1.4m $1.4m 0.74% Added +1.7k +1,673
72 Hudock, Inc. 0.20% of their portfolio Williamsport, PA 27,49627.5k $1.3m $1.3m 0.20% Added +598 +598
73 Gemmer Asset Management LLC 0.10% of their portfolio WALNUT CREEK, CA 26,56026.6k $1.3m $1.3m 0.10% Added +4.1k +4,143
74 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 26,31026.3k $1.3m $1.3m 0.03% Added +6.4k +6,408
75 Phoenix Wealth Advisors 0.43% of their portfolio CHAPEL HILL, NC 23,41023.4k $1.1m $1.1m 0.43% Reduced -29 -29
76 Wealth Management Associates, Inc. 0.39% of their portfolio Cherry Hill, NJ 23,10923.1k $1.1m $1.1m 0.39% Added +3.0k +3,050
77 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 22,87422.9k $1.1m $1.1m 0.02% Added +4.5k +4,495
78 LAUREL OAK WEALTH MANAGEMENT, LLC 0.18% of their portfolio MARLTON, NJ 22,49122.5k $1.1m $1.1m 0.18% First filing
79 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 21,74821.7k $1.0m $1.0m 0.02% Reduced -698 -698
80 VVR Holdings LLC 0.54% of their portfolio BELLINGHAM, WA 21,58921.6k $1.0m $1.0m 0.54% First filing
81 CX Institutional 0.03% of their portfolio AUBURN, IN 21,49421.5k $1.0m $1.0m 0.03% Added +4.3k +4,308
82 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 20,51720.5k $988.5k $988.5k 0.01% Reduced -16.6k -16,605
83 Cladis Investment Advisory, LLC 0.52% of their portfolio BILLINGS, MT 19,79519.8k $953.7k $953.7k 0.52% Reduced -1.4k -1,350
84 RETIREMENT CAPITAL STRATEGIES 0.35% of their portfolio SAN JOSE, CA 19,56119.6k $942.4k $942.4k 0.35% New
85 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 17,85117.9k $860.1k $860.1k 0.00% Added +3.0k +3,031
86 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,63517.6k $849.6k $849.6k 0.00% Added +8.8k +8,804
87 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 17,43717.4k $840.1k $840.1k 0.01% New
88 PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio BEDMINSTER, NJ 17,00017.0k $819.0k $819.0k 0.01% Unchanged
89 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 16,36216.4k $788.3k $788.3k 0.02% Added +2.4k +2,441
90 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 15,97716.0k $769.8k $769.8k 0.00% Added +3.1k +3,139
91 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 14,83914.8k $714.9k $714.9k 0.00% Added +6.7k +6,735
92 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 14,75114.8k $710.7k $710.7k 0.00% Added +58 +58
93 HERBST GROUP, LLC 0.41% of their portfolio WESTPORT, CT 14,56414.6k $701.7k $701.7k 0.41% Added +8.6k +8,564
94 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 14,46914.5k $697.1k $697.1k 0.01% Added +5.7k +5,657
95 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 13,83813.8k $666.7k $666.7k 0.00% Reduced -382 -382
96 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 13,59313.6k $654.9k $654.9k 0.00% Added +6.6k +6,609
97 Flagship Private Wealth, LLC 0.26% of their portfolio Woburn, MA 13,47513.5k $649.2k $649.2k 0.26% Added +6.3k +6,283
98 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,11913.1k $632.1k $632.1k 0.00% Added +5.6k +5,637
99 SCS Capital Management LLC 0.01% of their portfolio BOSTON, MA 13,09313.1k $630.8k $630.8k 0.01% Unchanged
100 Community Bank, N.A. 0.07% of their portfolio DeWitt, NY 13,00013.0k $626.3k $626.3k 0.07% Unchanged