Vault-13

ISHARES TR ARTY

FUTURE AI & TECH · ETP · CUSIP 46435U556

399 institutional holders +72 vs Q1 2026
20,881,30120.9m shares reported held*
$1.6bnreported value*
96 new 136 added 77 reduced 22 sold out net bought ≈ $254.8m (+3.4m 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 ≈ $75.94. Options: 3 managers hold calls ($5.4m notional), 3 hold puts ($3.6m).

Trends to Q2 2026

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: 317Q1 26: 327Q2 26: 399399Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 2026327
Q2 2026399

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 142 bought or addedQ1 26: 101 cut or sold outQ2 26: 232 bought or addedQ2 26: 99 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245868
Q4 20247954
Q1 202512546
Q2 202510978
Q3 202516856
Q4 202516882
Q1 2026142101
Q2 202623299

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 25 calls: $1.2mQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $708.2kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $846.8kQ1 26 puts: $767.7kQ1 26P/C 0.91Q2 26 calls: $5.4mQ2 26 puts: $3.6mQ2 26P/C 0.67
Numbers
QuarterCallsPutsP/C
Q3 2025$1.2m$00.00
Q4 2025$708.2k$00.00
Q1 2026$846.8k$767.7k0.91
Q2 2026$5.4m$3.6m0.67

Biggest buyers

WELLS FARGO & COMPANY/MN Added +732,622+732.6k
BlackRock, Inc. Added +631,054+631.1k
Cetera Investment Advisers Added +497,066+497.1k
ROYAL BANK OF CANADA Added +330,471+330.5k
JONES FINANCIAL COMPANIES LLLP Added +200,523+200.5k
MML INVESTORS SERVICES, LLC Added +156,729+156.7k
LPL Financial LLC Added +133,288+133.3k
RAYMOND JAMES FINANCIAL INC Added +124,013+124.0k
Quadrature Capital Ltd Added +117,275+117.3k
Private Advisor Group, LLC Added +108,251+108.3k

Biggest sellers

JANE STREET GROUP, LLC Sold out -324,966-325.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -171,607-171.6k
CITADEL ADVISORS LLC Sold out -165,307-165.3k
Mariner, LLC Reduced -118,417-118.4k
AMERIPRISE FINANCIAL INC Reduced -84,963-85.0k
5th Street Advisors, LLC Sold out -78,515-78.5k
Steelhead Wealth Management LLC Sold out -57,693-57.7k
Stratos Wealth Partners, LTD. Reduced -57,365-57.4k
Stonebrook Private Inc. Reduced -49,540-49.5k
CAPTRUST FINANCIAL ADVISORS Reduced -46,150-46.1k

Biggest calls

CITADEL ADVISORS LLC Added $2.9m38.2k shares
JANE STREET GROUP, LLC Added $2.2m28.6k shares
Belvedere Trading LLC New $350.3k4.6k shares

Biggest puts

Belvedere Trading LLC New $1.7m21.8k shares
CITADEL ADVISORS LLC Added $1.2m15.6k shares
JANE STREET GROUP, LLC Added $792.1k10.4k shares

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,385,9902.4m $181.7m $181.7m 0.01% Added +85.9k +85,943
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,439,8551.4m $109.7m $109.7m 0.01% Added +61.3k +61,275
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,406,0301.4m $107.1m $107.1m 0.02% Added +133.3k +133,288
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 1,219,7981.2m $92.9m $92.9m 0.05% Reduced -171.6k -171,607
5 Hancock Prospecting Pty Ltd 1.41% of their portfolio West Perth, C3 1,055,1901.1m $80.4m $80.4m 1.41% Unchanged
6 Wharton Business Group, LLC 2.36% of their portfolio MALVERN, PA 930,967931.0k $70.5m $70.5m 2.36% Reduced -23.9k -23,950
7 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 849,939849.9k $64.7m $64.7m 0.01% Added +732.6k +732,622
8 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 848,183848.2k $64.6m $64.6m 0.01% Reduced -85.0k -84,963
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 783,737783.7k $59.7m $59.7m 0.00% Added +631.1k +631,054
10 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 681,599681.6k $49.3m $49.3m 0.02% Added +200.5k +200,523
11 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 654,283654.3k $49.8m $49.8m 0.05% Added +497.1k +497,066
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 528,714528.7k $40.3m $40.3m 0.01% Added +330.5k +330,471
13 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 505,985506.0k $38.5m $38.5m 0.01% Added +124.0k +124,013
14 BROWN ADVISORY INC 0.05% of their portfolio BALTIMORE, MD 435,754435.8k $33.2m $33.2m 0.05% Added +47.5k +47,485
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 404,238404.2k $30.8m $30.8m 0.00% Added +73.1k +73,104
16 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 241,132241.1k $18.4m $18.4m 0.04% Added +156.7k +156,729
17 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 217,816217.8k $16.6m $16.6m 0.02% Added +36.6k +36,616
18 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 217,445217.4k $16.6m $16.6m 0.02% Reduced -11.8k -11,797
19 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 204,000204.0k $15.5m $15.5m 0.02% Reduced -46.1k -46,150
20 Stratos Wealth Partners, LTD. 0.13% of their portfolio BEACHWOOD, OH 170,547170.5k $13.0m $13.0m 0.13% Reduced -57.4k -57,365
21 Quadrature Capital Ltd 0.11% of their portfolio LONDON, X0 165,696165.7k $12.6m $12.6m 0.11% Added +117.3k +117,275
22 Stonebrook Private Inc. 2.11% of their portfolio NORTHVILLE, MI 151,883151.9k $11.6m $11.6m 2.11% Reduced -49.5k -49,540
23 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 148,904148.9k $11.3m $11.3m 0.05% Added +108.3k +108,251
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 139,001139.0k $10.6m $10.6m 0.00% Added +29.6k +29,635
25 NorthRock Partners, LLC 0.14% of their portfolio MINNEAPOLIS, MN 125,155125.2k $9.5m $9.5m 0.14% Reduced -3.4k -3,394
26 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 119,880119.9k $9.1m $9.1m 0.01% Added +60.4k +60,404
27 CX Institutional 0.25% of their portfolio AUBURN, IN 112,651112.7k $8.6m $8.6m 0.25% Reduced -2.7k -2,689
28 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 104,528104.5k $8.0m $8.0m 0.00% Added +9.4k +9,440
29 ALEXANDER LABRUNERIE & CO., INC. 2.76% of their portfolio COLUMBIA, MO 103,526103.5k $7.9m $7.9m 2.76% Reduced -7.2k -7,205
30 McNaughton Wealth Management, LLC 2.77% of their portfolio SAN DIEGO, CA 102,549102.5k $7.8m $7.8m 2.77% Reduced -28.6k -28,619
31 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 100,548100.5k $7.7m $7.7m 0.03% Added +85.7k +85,719
32 Wealthcare Advisory Partners LLC 0.14% of their portfolio WEST CHESTER, PA 97,73197.7k $7.4m $7.4m 0.14% Reduced -7.6k -7,575
33 BostonPremier Wealth LLC 3.12% of their portfolio HANOVER, MA 96,51596.5k $7.4m $7.4m 3.12% Added +395 +395
34 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 93,62293.6k $7.1m $7.1m 0.01% Added +62.4k +62,426
35 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 91,74591.7k $7.0m $7.0m 0.01% Added +6.9k +6,882
36 CORA CAPITAL ADVISORS LLC 1.95% of their portfolio MARLTON, NJ 91,11591.1k $6.9m $6.9m 1.95% Added +2.6k +2,634
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 87,17687.2k $6.6m $6.6m 0.00% New
38 Invera Wealth Advisors, LLC 3.30% of their portfolio BEND, OR 80,89280.9k $6.2m $6.2m 3.30% Added +10.2k +10,190
39 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 75,30275.3k $5.7m $5.7m 0.02% Reduced -18.7k -18,725
40 LRI Investments, LLC 0.43% of their portfolio PALM BEACH GARDENS, FL 70,87270.9k $5.4m $5.4m 0.43% Reduced -23.6k -23,565
41 PRUDENTIAL PLC 0.04% of their portfolio LONDON, X0 69,62169.6k $5.3m $5.3m 0.04% New
42 INDEPENDENT FINANCIAL GROUP, LLC 0.10% of their portfolio SAN DIEGO, CA 69,59469.6k $5.3m $5.3m 0.10% Added +7.5k +7,453
43 TUCKER ASSET MANAGEMENT LLC 1.26% of their portfolio LITTLETON, CO 67,06167.1k $5.1m $5.1m 1.26% Added +5.6k +5,641
44 Wealth Management Partners, LLC 1.17% of their portfolio TUCSON, AZ 65,55565.6k $5.0m $5.0m 1.17% Added +3.9k +3,897
45 Western Wealth Management, LLC 0.16% of their portfolio GOLDEN, CO 63,47763.5k $4.8m $4.8m 0.16% Added +56.3k +56,332
46 Intrua Financial, LLC 0.42% of their portfolio Houston, TX 58,80958.8k $4.5m $4.5m 0.42% Added +2.4k +2,406
47 OLD MISSION CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 52,18752.2k $4.0m $4.0m 0.10% New
48 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 51,07851.1k $3.9m $3.9m 0.00% Added +21.4k +21,371
49 Fortis Advisors, LLC 1.81% of their portfolio WAYNE, PA 50,88050.9k $3.9m $3.9m 1.81% Reduced -474 -474
50 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 49,85849.9k $3.8m $3.8m 0.00% New
51 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 49,70549.7k $3.8m $3.8m 0.00% Added +1.6k +1,568
52 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 48,87048.9k $3.7m $3.7m 0.05% Added +2.0k +2,024
53 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 47,82847.8k $3.6m $3.6m 0.01% Added +3.3k +3,332
54 Avestar Capital, LLC 0.21% of their portfolio New York, NY 45,60045.6k $3.5m $3.5m 0.21% Unchanged
55 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 43,53143.5k $3.3m $3.3m 0.00% Reduced -14.9k -14,949
56 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 43,46443.5k $3.3m $3.3m 0.00% Added +7.7k +7,740
57 Opus Capital Group, LLC 0.32% of their portfolio CINCINNATI, OH 43,05243.1k $3.3m $3.3m 0.32% Added +24 +24
58 Moran Wealth Management, LLC 0.09% of their portfolio NAPLES, FL 42,38242.4k $3.2m $3.2m 0.09% Reduced -3.4k -3,385
59 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 41,66841.7k $3.2m $3.2m 0.02% Added +6.1k +6,129
60 Ardent Capital Management, Inc. 1.28% of their portfolio Cincinnati, OH 40,56740.6k $3.1m $3.1m 1.28% Reduced -358 -358
61 GREAT VALLEY ADVISOR GROUP, INC. 0.05% of their portfolio WILMINGTON, DE 40,46540.5k $3.1m $3.1m 0.05% Reduced -8.2k -8,248
62 Spire Wealth Management 0.09% of their portfolio MCLEAN, VA 38,14438.1k $2.9m $2.9m 0.09% Added +37.9k +37,890
63 Mariner, LLC 0.00% of their portfolio Overland Park, KS 37,75437.8k $2.9m $2.9m 0.00% Reduced -118.4k -118,417
64 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 36,99937.0k $2.8m $2.8m 0.01% Added +13.7k +13,745
65 Gemmer Asset Management LLC 0.19% of their portfolio WALNUT CREEK, CA 36,46236.5k $2.8m $2.8m 0.19% Added +3.8k +3,825
66 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 35,10635.1k $2.7m $2.7m 0.01% Added +27.5k +27,466
67 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 34,72934.7k $2.6m $2.6m 0.02% Added +1.6k +1,631
68 CASCADE INVESTMENT GROUP, INC. 1.47% of their portfolio Colorado Springs, CO 34,45934.5k $2.6m $2.6m 1.47% Reduced -88 -88
69 LOOMIS SAYLES & CO L P 0.00% of their portfolio BOSTON, MA 34,29534.3k $2.6m $2.6m 0.00% New
70 STEPHEN J. GARRY & ASSOCIATES, LLC 1.90% of their portfolio GARDEN CITY, NY 34,11434.1k $2.6m $2.6m 1.90% Reduced -715 -715
71 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 32,81032.8k $2.5m $2.5m 0.04% Added +578 +578
72 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 32,78232.8k $2.5m $2.5m 0.05% Reduced -7.3k -7,276
73 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 31,33631.3k $2.4m $2.4m 0.01% Added +16.3k +16,316
74 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 31,31431.3k $2.4m $2.4m 0.03% Added +25.7k +25,712
75 WADDELL & ASSOCIATES, LLC 0.12% of their portfolio MEMPHIS, TN 31,26031.3k $2.4m $2.4m 0.12% Added +525 +525
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 30,81730.8k $2.2m $2.2m 0.00% Added +10.9k +10,948
77 Altura Wealth Advisors Inc. 0.79% of their portfolio SANTA CLARA, CA 30,73330.7k $2.3m $2.3m 0.79% New
78 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 28,40628.4k $2.2m $2.2m 0.02% Added +6.2k +6,169
79 GWN SECURITIES INC. 0.36% of their portfolio Palm Beach Gardens, FL 28,33628.3k $2.2m $2.2m 0.36% Added +432 +432
80 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 28,24928.2k $1.5m $1.5m 0.02% Added +4.5k +4,504
81 Hudock, Inc. 0.28% of their portfolio Williamsport, PA 28,21028.2k $2.1m $2.1m 0.28% Reduced -2.1k -2,070
82 Goldstone Financial Group, LLC 0.19% of their portfolio OAKBROOK TERRACE, IL 27,67027.7k $2.1m $2.1m 0.19% Reduced -3.3k -3,338
83 LAUREL OAK WEALTH MANAGEMENT, LLC 0.31% of their portfolio MARLTON, NJ 27,54427.5k $2.1m $2.1m 0.31% Added +1.7k +1,679
84 LTS Liquid Investments LLC 1.10% of their portfolio Nassau, C5 26,96927.0k $2.1m $2.1m 1.10% New
85 Wealth Management Associates, Inc. 0.54% of their portfolio Cherry Hill, NJ 25,73525.7k $2.0m $2.0m 0.54% Added +550 +550
86 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 25,00025.0k $1.9m $1.9m 0.00% Reduced -11.6k -11,600
87 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 24,89724.9k $1.9m $1.9m 0.02% Added +556 +556
88 One Wealth Map LLC 0.69% of their portfolio LAS VEGAS, NV 23,98424.0k $1.5m $1.5m 0.69% Reduced -2.4k -2,416
89 Continuum Advisory, LLC 0.15% of their portfolio EAGLE, ID 23,87023.9k $1.8m $1.8m 0.15% Reduced -6.7k -6,683
90 VVR Holdings LLC 0.76% of their portfolio BELLINGHAM, WA 23,05623.1k $1.8m $1.8m 0.76% Reduced -4.0k -4,015
91 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,04223.0k $1.8m $1.8m 0.00% Added +15.6k +15,616
92 Phoenix Wealth Advisors 0.59% of their portfolio CHAPEL HILL, NC 22,82922.8k $1.7m $1.7m 0.59% Added +51 +51
93 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 21,30121.3k $1.6m $1.6m 0.03% New
94 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 20,23320.2k $1.5m $1.5m 0.01% Added +4.8k +4,839
95 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,21720.2k $1.5m $1.5m 0.00% Added +8.2k +8,207
96 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 19,00819.0k $1.4m $1.4m 0.02% New
97 Antonelli Financial Advisors, LLC 0.98% of their portfolio GROSSE POINTE, MI 18,69518.7k $1.4m $1.4m 0.98% Reduced -2.6k -2,586
98 Cladis Investment Advisory, LLC 0.66% of their portfolio BILLINGS, MT 18,53518.5k $1.4m $1.4m 0.66% Reduced -1.3k -1,260
99 Soltis Investment Advisors LLC 0.08% of their portfolio ST. GEORGE, UT 18,32618.3k $1.4m $1.4m 0.08% Added +13.6k +13,555
100 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 18,17618.2k $1.4m $1.4m 0.01% Added +1.4k +1,448