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ARTY ISHARES TR

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SHS (fund)

236 managers (236 13F filers) reported a position in ARTY shares at 2025-06-30, 8,934,484 shares in all. 40 filers opened a position and 20 filers sold out during the quarter.

Managers
236
13F filers
236
New
40
Added
68
Reduced
58
Sold out
20
Shares held by filers
8,934,484

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GHP Investment Advisors, Inc.200$8.2K<0.01%new13F-HRTimeline
MAI Capital Management197$8.1K<0.01%+2213F-HRTimeline
IMG Wealth Management, Inc.179$7.34K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC165$6.76K0.01%013F-HRTimeline
JDM Financial Group LLC163$6.7K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC162$6.64K<0.01%013F-HRTimeline
TRUST CO OF VERMONT160$6.56K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates156$6.4K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.150$6.15K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management150$6.15K<0.01%+5013F-HRTimelineGroup
SOA Wealth Advisors, LLC.147$6.04K<0.01%013F-HRTimeline
Versant Capital Management, Inc143$5.86K<0.01%013F-HRTimeline
Dunhill Financial, LLC126$5.19K<0.01%-113F-HRTimeline
Key Financial Inc126$5.17K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.140$5K<0.01%-7013F-HRTimeline
HOWE & RUSLING INC100$4.1K<0.01%013F-HRTimeline
Asset Dedication, LLC100$4.1K<0.01%013F-HRTimeline
Aspect Partners, LLC95$3.9K<0.01%-2013F-HRTimeline
Anchor Investment Management, LLC75$3.08K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.60$2.46K<0.01%-1,75713F-HRTimeline
Private Wealth Asset Management, LLC60$2.46K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC55$2.25K<0.01%013F-HRTimeline
Larson Financial Group LLC47$1.93K<0.01%013F-HRTimeline
Beacon Capital Management, LLC40$1.64K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…31$1.27K<0.01%new13F-HRTimelineGroup
EASTERN BANK30$1.23K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.23$938<0.01%013F-HRTimeline
Stephens Consulting, LLC17$697<0.01%-113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC13$533<0.01%+713F-HRTimeline
Clearstead Advisors, LLC12$493<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC11$451<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10$410<0.01%013F-HRTimeline
CURIO WEALTH, LLC10$410<0.01%+913F-HRTimeline
Roxbury Financial LLC7$293<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC4$163<0.01%-3813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.