ISHARES TR (ARTY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
383
Reporting holders
$1.6B
Reported value
0.6%
Held as options
+73
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $181.7M | 2,385,990 | 0.01% | 23q | +3.7%+$6.5M |
| BANK OF AMERICA CORP /DE/ | $109.7M | 1,439,855 | 0.01% | 31q | +4.4%+$4.7M |
| LPL Financial LLC | $107.1M | 1,406,030 | 0.02% | 25q | +10.5%+$10.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $92.9M | 1,219,798 | 0.05% | 22q | -12.3%-$13.1M |
| Hancock Prospecting Pty Ltd | $80.4M | 1,055,190 | 1.41% | 4q | HELD |
| Wharton Business Group, LLC | $70.5M | 930,967 | 2.36% | 25q | -2.5%-$1.8M |
| WELLS FARGO & COMPANY/MN | $64.7M | 849,939 | 0.01% | 17q | +262.2%+$46.9M |
| AMERIPRISE FINANCIAL INC | $64.6M | 848,183 | 0.01% | 14q | -54.6%-$77.5M |
| BlackRock, Inc. | $59.7M | 783,737 | 0.00% | 6q | +413.3%+$48.1M |
| Cetera Investment Advisers | $49.8M | 654,283 | 0.05% | 10q | +316.2%+$37.9M |
| JONES FINANCIAL COMPANIES LLLP | $49.3M | 681,599 | 0.02% | 9q | +41.7%+$14.5M |
| ROYAL BANK OF CANADA | $40.3M | 528,714 | 0.01% | 30q | +166.7%+$25.2M |
| RAYMOND JAMES FINANCIAL INC | $38.5M | 505,985 | 0.01% | 7q | +32.5%+$9.4M |
| BROWN ADVISORY INC | $33.2M | 435,754 | 0.05% | 3q | +12.2%+$3.6M |
| UBS Group AG | $30.8M | 404,238 | 0.00% | 26q | +22.1%+$5.6M |
| MML INVESTORS SERVICES, LLC | $18.4M | 241,132 | 0.04% | 14q | +185.7%+$11.9M |
| OSAIC HOLDINGS, INC. | $16.6M | 217,816 | 0.02% | 26q | +20.2%+$2.8M |
| HighTower Advisors, LLC | $16.6M | 217,445 | 0.02% | 11q | -5.1%-$898.5K |
| CAPTRUST FINANCIAL ADVISORS | $15.5M | 204,000 | 0.02% | 5q | -18.4%-$3.5M |
| Stratos Wealth Partners, LTD. | $13.0M | 170,547 | 0.13% | 10q | -25.2%-$4.4M |
| Quadrature Capital Ltd | $12.6M | 165,696 | 0.11% | 3q | +242.2%+$8.9M |
| Stonebrook Private Inc. | $11.6M | 151,883 | 2.11% | 3q | -24.6%-$3.8M |
| Private Advisor Group, LLC | $11.3M | 148,904 | 0.05% | 5q | +266.3%+$8.2M |
| ENVESTNET ASSET MANAGEMENT INC | $10.6M | 139,001 | 0.00% | 13q | +27.1%+$2.3M |
| NorthRock Partners, LLC | $9.5M | 125,155 | 0.14% | 4q | -2.6%-$258.5K |
| STIFEL FINANCIAL CORP | $9.1M | 119,880 | 0.01% | 11q | +101.6%+$4.6M |
| Creative Planning | $8.0M | 104,528 | 0.00% | 25q | +9.9%+$718.9K |
| ALEXANDER LABRUNERIE & CO., INC. | $7.9M | 103,526 | 2.76% | 4q | -6.5%-$548.7K |
| McNaughton Wealth Management, LLC | $7.8M | 102,549 | 2.77% | 4q | -21.8%-$2.2M |
| Cresset Asset Management, LLC | $7.7M | 100,548 | 0.03% | 9q | +578.0%+$6.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $7.6M | 99,363 | 0.00% | 9q | +106.4%+$3.9M |
| Wealthcare Advisory Partners LLC | $7.4M | 97,731 | 0.14% | 24q | -7.2%-$576.9K |
| BostonPremier Wealth LLC | $7.4M | 96,515 | 3.12% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 91,745 | 0.01% | 25q | +8.1%+$524.1K |
| CORA CAPITAL ADVISORS LLC | $6.9M | 91,115 | 1.95% | 14q | +3.0%+$200.6K |
| GOLDMAN SACHS GROUP INC | $6.6M | 87,176 | 0.00% | new | NEW |
| Invera Wealth Advisors, LLC | $6.2M | 80,892 | 3.30% | 2q | +14.4%+$776.1K |
| Kestra Advisory Services, LLC | $5.7M | 75,302 | 0.02% | 23q | -19.9%-$1.4M |
| LRI Investments, LLC | $5.4M | 70,872 | 0.43% | 8q | -25.0%-$1.8M |
| PRUDENTIAL PLC | $5.3M | 69,621 | 0.03% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $5.3M | 69,594 | 0.10% | 6q | +12.0%+$567.6K |
| Wealth Management Partners, LLC | $5.0M | 65,555 | 1.17% | 4q | +6.3%+$296.8K |
| Western Wealth Management, LLC | $4.8M | 63,477 | 0.16% | 3q | +788.4%+$4.3M |
| Intrua Financial, LLC | $4.5M | 58,809 | 0.41% | 11q | +4.3%+$183.2K |
| CITADEL ADVISORS LLC | $4.1M | options only | 0.00% | 6q | OPTIONS |
| OLD MISSION CAPITAL LLC | $4.0M | 52,187 | 0.06% | new | NEW |
| Fortis Advisors, LLC | $3.9M | 50,880 | 1.81% | 2q | -0.9%-$36.1K |
| MARSHALL WACE, LLP | $3.8M | 49,858 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $3.7M | 48,870 | 0.05% | 5q | +4.3%+$154.1K |
| Rockefeller Capital Management L.P. | $3.6M | 47,828 | 0.01% | 7q | +7.5%+$253.8K |
| Avestar Capital, LLC | $3.5M | 45,600 | 0.19% | 4q | HELD |
| CITIGROUP INC | $3.3M | 43,531 | 0.00% | 15q | -25.6%-$1.1M |
| Cerity Partners LLC | $3.3M | 43,464 | 0.00% | 9q | +21.7%+$589.5K |
| Moran Wealth Management, LLC | $3.2M | 42,382 | 0.09% | 6q | -7.4%-$257.8K |
| Steward Partners Investment Advisory, LLC | $3.2M | 41,668 | 0.02% | 14q | +17.2%+$466.8K |
| Ardent Capital Management, Inc. | $3.1M | 40,567 | 1.28% | 6q | -0.9%-$27.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.1M | 40,465 | 0.05% | 5q | -16.9%-$628.1K |
| JANE STREET GROUP, LLC | $3.0M | options only | 0.00% | 9q | OPTIONS |
| Spire Wealth Management | $2.9M | 38,144 | 0.09% | 8q | +14917.3%+$2.9M |
| Mariner, LLC | $2.9M | 37,754 | 0.00% | 14q | -75.8%-$9.0M |
| Sanctuary Advisors, LLC | $2.8M | 36,999 | 0.01% | 9q | +59.1%+$1.0M |
| Gemmer Asset Management LLC | $2.8M | 36,462 | 0.19% | 10q | +11.7%+$291.3K |
| Belvedere Trading LLC | $2.7M | 9,054 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $2.7M | 35,106 | 0.01% | new | NEW |
| OneDigital Investment Advisors LLC | $2.6M | 34,729 | 0.02% | 10q | +4.9%+$124.2K |
| CASCADE INVESTMENT GROUP, INC. | $2.6M | 34,459 | 1.47% | 11q | HELD |
| LOOMIS SAYLES & CO L P | $2.6M | 34,295 | 0.00% | new | NEW |
| STEPHEN J. GARRY & ASSOCIATES, LLC | $2.6M | 34,114 | 1.90% | 5q | -2.1%-$54.5K |
| Arkadios Wealth Advisors | $2.5M | 32,810 | 0.04% | 7q | +1.8%+$44.0K |
| IFP Advisors, Inc | $2.5M | 32,782 | 0.05% | 25q | -18.2%-$554.1K |
| Integrated Wealth Concepts LLC | $2.4M | 31,336 | 0.01% | 5q | +108.6%+$1.2M |
| HARBOUR INVESTMENTS, INC. | $2.4M | 31,314 | 0.03% | 21q | +459.0%+$2.0M |
| WADDELL & ASSOCIATES, LLC | $2.4M | 31,260 | 0.12% | 13q | +1.7%+$40.0K |
| Altura Wealth Advisors Inc. | $2.3M | 30,733 | 0.79% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 30,817 | 0.00% | 12q | +55.1%+$793.7K |
| Summit Financial, LLC | $2.2M | 28,406 | 0.02% | 4q | +27.7%+$469.8K |
| GWN SECURITIES INC. | $2.2M | 28,336 | 0.36% | 6q | +1.5%+$32.9K |
| Corient Private Wealth LP | $2.2M | 28,271 | 0.00% | 11q | +114.4%+$1.1M |
| Hudock, Inc. | $2.1M | 28,210 | 0.28% | 6q | -6.8%-$157.7K |
| Goldstone Financial Group, LLC | $2.1M | 27,670 | 0.19% | 7q | -10.8%-$254.2K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $2.1M | 27,544 | 0.31% | 3q | +6.5%+$127.9K |
| LTS Liquid Investments LLC | $2.1M | 26,969 | 1.10% | new | NEW |
| Wealth Management Associates, Inc. | $2.0M | 25,735 | 0.54% | 4q | +2.2%+$41.9K |
| HSBC HOLDINGS PLC | $1.9M | 25,000 | 0.00% | 5q | -31.7%-$883.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.9M | 24,897 | 0.02% | 2q | +2.3%+$42.3K |
| Continuum Advisory, LLC | $1.8M | 23,870 | 0.15% | 4q | -21.9%-$509.0K |
| VVR Holdings LLC | $1.8M | 23,056 | 0.76% | 3q | -14.8%-$305.8K |
| TRUIST FINANCIAL CORP | $1.8M | 23,042 | 0.00% | 5q | +210.3%+$1.2M |
| Phoenix Wealth Advisors | $1.7M | 22,829 | 0.59% | 13q | HELD |
| Mutual Advisors, LLC | $1.6M | 21,301 | 0.03% | new | NEW |
| Concurrent Investment Advisors, LLC | $1.5M | 20,233 | 0.01% | 11q | +31.4%+$368.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 20,217 | 0.00% | 4q | +68.3%+$625.0K |
| World Investment Advisors | $1.5M | 28,249 | 0.02% | 10q | +19.0%+$236.0K |
| One Wealth Map LLC | $1.5M | 23,984 | 0.67% | 14q | -9.2%-$148.2K |
| Modern Wealth Management, LLC | $1.4M | 19,008 | 0.02% | new | NEW |
| Antonelli Financial Advisors, LLC | $1.4M | 18,695 | 0.98% | 2q | -12.2%-$197.0K |
| Cladis Investment Advisory, LLC | $1.4M | 18,535 | 0.66% | 6q | -6.4%-$96.0K |
| Soltis Investment Advisors LLC | $1.4M | 18,326 | 0.08% | 3q | +284.1%+$1.0M |
| Brookstone Capital Management | $1.4M | 18,176 | 0.01% | 13q | +8.7%+$110.3K |
| WCG Wealth Advisors LLC | $1.4M | 17,849 | 0.03% | 10q | -16.4%-$266.0K |
Showing the largest 100 of 398 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 383 | $1.6B | 20,509,604 | 93 | 119 | 71 | 0.6% |
| Q1 2026 | 310 | $849.2M | 18,217,190 | 33 | 100 | 64 | 0.2% |
| Q4 2025 | 307 | $860.3M | 17,835,345 | 52 | 109 | 46 | 0.1% |
| Q3 2025 | 264 | $690.9M | 15,074,001 | 57 | 96 | 34 | 0.2% |
| Q2 2025 | 222 | $326.3M | 7,934,020 | 39 | 63 | 52 | 0.4% |
| Q1 2025 | 199 | $206.6M | 6,545,322 | 44 | 66 | 25 | 0.3% |
| Q4 2024 | 170 | $159.3M | 4,296,179 | 20 | 42 | 35 | 0.0% |
| Q3 2024 | 153 | $125.7M | 3,668,259 | 13 | 35 | 40 | 0.1% |
| Q2 2024 | 159 | $157.3M | 4,732,975 | 28 | 49 | 34 | 0.1% |
| Q1 2024 | 143 | $200.9M | 5,844,258 | 26 | 53 | 25 | 0.2% |
| Q4 2023 | 136 | $147.2M | 4,237,480 | 28 | 44 | 18 | 0.7% |
| Q3 2023 | 108 | $87.1M | 2,854,436 | 23 | 42 | 11 | 0.0% |
| Q2 2023 | 100 | $71.6M | 2,165,783 | 33 | 25 | 16 | 0.0% |
| Q1 2023 | 73 | $44.3M | 1,412,852 | 21 | 17 | 11 | 0.0% |
| Q4 2022 | 60 | $38.9M | 1,522,970 | 13 | 15 | 12 | 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% |