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Security record · archived quarter

ARTY

iShares Future AI & Tech ETF · Financial Services · Asset Management

74.84 +1.0% mkt cap $3.92B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
7Tracked holders
0Δ holders
2.49MShares held
$113.96MReported value
+1New positions
−1Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.8% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 55 +7 14.14M $1.07B +9 −2
Q1 2026 49 +1 11.63M $540.51M +2 −1
Q4 2025 47 -3 12.38M $596.61M −3
Q3 2025 7 0 2.49M $113.96M +1 −1
Q2 2025 4 0 94.98K $3.89M
Q1 2025 2 +1 36.77K $1.16M +1
Q4 2024 1 -1 7.43K $275,356 −1
Q3 2024 2 0 52.69K $1.80M
Q2 2024 2 46.94K $1.56M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.38M $108.77M 0.0% n/c 1 SEC ↗
2 Morgan Stanley 2.38M $108.77M 0.0% n/c 1 SEC ↗
3 Morgan Stanley 2.38M $108.77M 0.0% n/c 1 SEC ↗
4 Morgan Stanley 2.38M $108.77M 0.0% n/c 1 SEC ↗
5 Goldman Sachs Group 87.18K $3.99M 0.0% n/c 1 SEC ↗
6 Renaissance Technologies 13.40K New $613,452 0.0% New 1 SEC ↗
7 D. E. Shaw & Co. 7.43K 0.0% $340,054 0.0% Held 6 SEC ↗
8 Fidelity (FMR) 2.68K +18.6% $122,792 0.0% ▲ Add 2 SEC ↗
9 JPMorgan Chase 2.19K $100,442 0.0% n/c 1 SEC ↗
10 JPMorgan Chase 2.19K $100,442 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 413 -3.7% $18,930 0.0% ▼ Trim 2 SEC ↗
12 BlackRock (passive) 413 -3.7% $18,930 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Renaissance Technologies $613,452 0.0%

Exited

Citadel Advisors $3.48M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 319 holders, 17.42M shares, $797.89M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API