ISHARES TR (ARTY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
20
Reporting holders
$14.0M
Reported value
0.0%
Calls
0.0%
Puts
-385
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| McNaughton Wealth Management, LLC | $7.9M | 101,463 | 2.78% | 5q | -1.1%-$85.1K |
| MTCO Ltd. | $1.6M | 20,319 | 1.03% | new | NEW |
| Farther Finance Advisors, LLC | $1.3M | 16,859 | 0.01% | 14q | +1.3%+$16.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $670.9K | 8,566 | 0.04% | 2q | +23.4%+$127.4K |
| Plan A Wealth LLC | $626.0K | 7,993 | 0.22% | 8q | HELD |
| Taylor & Morgan Wealth Management, LLC | $399.4K | 5,100 | 0.19% | 2q | HELD |
| Echo45 Advisors LLC | $391.6K | 5,000 | 0.18% | new | NEW |
| Valeo Financial Advisors, LLC | $345.0K | 4,405 | 0.01% | 3q | HELD |
| Apella Capital, LLC | $305.3K | 3,787 | 0.00% | 3q | HELD |
| Shira Ridge Wealth Management | $249.9K | 3,191 | 0.09% | 5q | -1.9%-$4.9K |
| CoreCap Advisors, LLC | $47.9K | 611 | 0.00% | 11q | HELD |
| Go Invest LLC | $41.4K | 528 | 0.01% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $16.4K | 210 | 0.00% | 13q | HELD |
| Versant Capital Management, Inc | $11.2K | 143 | 0.00% | 11q | HELD |
| GK Wealth Management LLC | $10.8K | 138 | 0.01% | new | NEW |
| Bank of New Hampshire | $9.9K | 127 | 0.00% | new | NEW |
| CX Institutional | $9.5K | 121,452 | 0.26% | 8q | +7.8% |
| EASTERN BANK | $2.4K | 30 | 0.00% | 6q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $1.7K | 22 | 0.00% | 4q | HELD |
| Roxbury Financial LLC | $561 | 7 | 0.00% | 8q | HELD |
| ATWOOD & PALMER INC | $79 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $14.0M | 178,500 | 5 | 2 | 2 | 0.0% |
| Q2 2026 | 405 | $1.6B | 21,047,500 | 97 | 123 | 77 | 0.8% |
| Q1 2026 | 324 | $862.0M | 18,491,676 | 35 | 105 | 66 | 0.2% |
| Q4 2025 | 322 | $873.8M | 18,115,691 | 56 | 113 | 49 | 0.1% |
| Q3 2025 | 280 | $707.6M | 15,439,291 | 63 | 102 | 35 | 0.2% |
| Q2 2025 | 236 | $377.6M | 9,186,433 | 40 | 68 | 57 | 0.4% |
| Q1 2025 | 215 | $255.5M | 8,103,164 | 50 | 75 | 25 | 0.2% |
| Q4 2024 | 182 | $198.0M | 5,339,962 | 21 | 47 | 37 | 0.0% |
| Q3 2024 | 167 | $151.0M | 4,406,146 | 13 | 43 | 42 | 0.1% |
| Q2 2024 | 174 | $180.0M | 5,413,887 | 29 | 56 | 39 | 0.0% |
| Q1 2024 | 159 | $223.6M | 6,505,210 | 29 | 58 | 27 | 0.1% |
| Q4 2023 | 150 | $168.6M | 4,858,383 | 29 | 49 | 21 | 0.6% |
| Q3 2023 | 123 | $111.4M | 3,645,583 | 27 | 48 | 13 | 0.0% |
| Q2 2023 | 113 | $91.7M | 2,776,099 | 36 | 30 | 19 | 0.0% |
| Q1 2023 | 87 | $59.2M | 1,888,472 | 27 | 20 | 13 | 0.0% |
| Q4 2022 | 73 | $48.6M | 1,902,592 | 13 | 18 | 16 | 0.0% |
| Q3 2022 | 70 | $47.2M | 1,980,606 | 6 | 13 | 18 | 0.0% |
| Q2 2022 | 77 | $50.9M | 1,925,792 | 9 | 11 | 22 | 0.0% |
| Q1 2022 | 82 | $68.9M | 2,006,795 | 8 | 22 | 19 | 0.0% |
| Q4 2021 | 98 | $101.0M | 2,442,786 | 7 | 37 | 22 | 0.0% |
| Q3 2021 | 92 | $104.3M | 2,452,949 | 9 | 26 | 16 | 0.3% |
| Q2 2021 | 95 | $119.8M | 2,668,803 | 19 | 33 | 16 | 0.0% |
| Q1 2021 | 84 | $109.3M | 2,513,714 | 30 | 27 | 12 | 0.8% |
| Q4 2020 | 54 | $91.1M | 2,286,889 | 13 | 21 | 6 | 0.0% |
| Q3 2020 | 42 | $44.9M | 1,370,422 | 11 | 15 | 4 | 0.0% |
| Q2 2020 | 38 | $34.7M | 1,208,513 | 19 | 8 | 2 | 0.0% |
| Q1 2020 | 23 | $11.9M | 533,240 | 9 | 3 | 3 | 0.0% |
| Q4 2019 | 19 | $6.7M | 249,660 | 5 | 4 | 2 | 0.0% |
| Q3 2019 | 18 | $4.2M | 170,640 | 6 | 3 | 2 | 0.0% |
| Q2 2019 | 12 | $4.1M | 166,052 | 2 | 4 | 0 | 0.0% |
| Q1 2019 | 14 | $5.1M | 208,666 | 9 | 3 | 0 | 0.0% |
| Q4 2018 | 6 | $1.4M | 71,718 | 0 | 0 | 0 | 0.0% |