# ISHARES TR (ARTY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ARTY/

- Reporting holders: 20
- Reported value: $14.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $7.9M | 101,463 | 2.8% | 5 |
| [MTCO Ltd.](https://holderbook.com/funds/2095669-mtco-ltd/) | $1.6M | 20,319 | 1.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.3M | 16,859 | 0.0% | 14 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $670.9K | 8,566 | 0.0% | 2 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $626.0K | 7,993 | 0.2% | 8 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $399.4K | 5,100 | 0.2% | 2 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $391.6K | 5,000 | 0.2% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $345.0K | 4,405 | 0.0% | 3 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $305.3K | 3,787 | 0.0% | 3 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $249.9K | 3,191 | 0.1% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $47.9K | 611 | 0.0% | 11 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $41.4K | 528 | 0.0% | 1 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $16.4K | 210 | 0.0% | 13 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $11.2K | 143 | 0.0% | 11 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $10.8K | 138 | 0.0% | 1 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $9.9K | 127 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $9.5K | 121,452 | 0.3% | 8 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $2.4K | 30 | 0.0% | 6 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.7K | 22 | 0.0% | 4 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $561 | 7 | 0.0% | 8 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $79 | 1 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $14.0M |
| Q2 2026 | 405 | $1.6B |
| Q1 2026 | 324 | $862.0M |
| Q4 2025 | 322 | $873.8M |
| Q3 2025 | 280 | $707.6M |
| Q2 2025 | 236 | $377.6M |
| Q1 2025 | 215 | $255.5M |
| Q4 2024 | 182 | $198.0M |
| Q3 2024 | 167 | $151.0M |
| Q2 2024 | 174 | $180.0M |
| Q1 2024 | 159 | $223.6M |
| Q4 2023 | 150 | $168.6M |