Skip to content
Disclosery

ARTY ISHARES TR

Follow

SHS (fund)

182 managers (182 13F filers) reported a position in ARTY shares at 2024-12-31, 5,341,807 shares in all. 20 filers opened a position and 15 filers sold out during the quarter.

Managers
182
13F filers
182
New
20
Added
58
Reduced
39
Sold out
15
Shares held by filers
5,341,807

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Wharton Business Group, LLC798,667$29.6M1.34%+439,58013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY739,151$27.4M<0.01%+220,84013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/508,102$18.8M<0.01%+36,16213F-HRTimelineGroup
LPL Financial LLC351,295$13M0.01%+20,35313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC301,377$11.2M<0.01%+28,53513F-HRTimelineGroup
Arkadios Wealth Advisors213,984$7.93M0.43%new13F-HRTimeline
UBS Group AGin group UBS Group AG151,525$5.62M<0.01%-8,07013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA111,575$4.14M<0.01%+18,01713F-HRTimelineGroup
Gimbal Financial107,374$3.98M3.26%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …90,057$3.34M0.09%+6,68413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,010$3.11M0.01%+7,98213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC79,683$2.95M<0.01%-8,89713F-HRTimeline
Creative Planningin group Creative Planning69,916$2.59M<0.01%+18,97913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,291$2.57M<0.01%13F-HR/ATimelineGroup
GTS SECURITIES LLC64,926$2.41M0.12%new13F-HRTimeline
Strategic Wealth Investment Group, LLC60,800$2.25M0.25%-62313F-HR/ATimeline
Plan A Wealth LLC59,016$2.19M2%13F-HRTimeline
Dynamic Advisor Solutions LLC51,894$1.92M0.08%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,660$1.88M<0.01%+1,15513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC49,266$1.83M0.01%+6,09213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,239$1.83M<0.01%-17,49813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,923$1.78M<0.01%+3,03413F-HRTimelineGroup
Intrua Financial, LLC40,282$1.49M0.24%+2,87813F-HRTimeline
Cetera Investment Advisers39,809$1.48M<0.01%+15,28913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV39,124$1.45M<0.01%+22913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,302$1.38M<0.01%+8,31613F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,883$1.33M<0.01%+6,24813F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC34,616$1.28M0.62%-71113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,101$1.15M0.02%-1,28113F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC30,710$1.14M0.12%013F-HR/ATimeline
CASCADE INVESTMENT GROUP, INC.29,477$1.09M0.78%-50013F-HRTimeline
One Wealth Map LLC26,844$1.04M0.63%-4,09013F-HRTimeline
Strategic Advocates LLC27,885$1.03M0.35%+4,86813F-HRTimeline
TSFG, LLC27,517$1.02M0.21%+64213F-HRTimeline
CWM, LLCin group CWM, LLC26,968$1M<0.01%+1713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,971$963K0.01%+3,18213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23,569$874K<0.01%+16,60613F-HRTimelineGroup
Phoenix Wealth Advisors23,378$867K0.38%+2013F-HRTimeline
Cambridge Investment Research Advisors,…22,938$850K<0.01%+3,82113F-HRTimeline
Copperleaf Capital, LLC21,889$811K0.51%new13F-HRTimeline
Atlas Private Wealth Advisors19,940$739K0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,451$721K<0.01%-115,21313F-HRTimelineGroup
Sanctuary Advisors, LLC16,979$661K<0.01%+65613F-HRTimeline
Atria Wealth Solutions, Inc.17,573$651K0.01%+92013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,571$651K<0.01%-8,18713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,488$648K<0.01%-4,35013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP17,000$630K0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC16,219$604K0.1%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,257$603K0.01%-29413F-HRTimelineGroup
OneDigital Investment Advisors LLC15,305$567K0.01%-2,02213F-HRTimeline
Legacy Advisory Services, LLC14,506$538K0.46%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,359$532K<0.01%new13F-HRTimelineGroup
Consolidated Portfolio Review Corp14,316$531K0.08%+11213F-HRTimeline
CIBC WORLD MARKET INC.13,945$517K<0.01%-45013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,214$490K0.05%013F-HRTimeline
Glass Jacobson Investment Advisors llc12,661$469K0.15%+71613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cerity Partners LLCin group Cerity Partners LLC12,584$466K<0.01%-3813F-HRTimelineGroup
Financial Engines Advisors L.L.C.12,556$465K<0.01%new13F-HRTimeline
Matisse Capital12,481$463K0.24%+1,55913F-HRTimeline
WCG Wealth Advisors LLC12,442$461K0.03%+1,11713F-HRTimeline
Mariner, LLCin group Mariner, LLC11,876$440K<0.01%+1,55013F-HRTimelineGroup
Wolf Group Capital Advisors13,067$432K0.21%013F-HRTimeline
PFG Advisors11,299$419K0.03%-6713F-HRTimeline
Family Office Research LLC10,489$389K0.17%13F-HRTimeline
AE Wealth Management LLC10,441$387K<0.01%-2,14913F-HRTimeline
HighTower Advisors, LLC10,266$381K<0.01%+2,08013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,973$377K0.08%-2,93213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…10,000$371K0.01%013F-HRTimelineGroup
Goldstone Financial Group, LLC9,939$368K0.06%new13F-HRTimeline
World Investment Advisors9,856$365K0.01%+1813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,684$359K<0.01%-112,64513F-HRTimelineGroup
First Horizon Advisors, Inc.9,318$345K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,284$307K<0.01%-16413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …8,283$307K0.02%-22113F-HR/ATimeline
NewEdge Advisors, LLC8,235$305K<0.01%-20,12313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,193$304K0.01%+2,20013F-HRTimeline
Cresset Asset Management, LLC7,984$296K<0.01%+1,01313F-HRTimeline
CX Institutional7,916$293K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,870$292K<0.01%-2,72213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC7,771$288K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,524$279K0.01%-3,53013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,428$275K<0.01%-17,68813F-HRTimelineGroup
Farther Finance Advisors, LLC7,411$275K0.01%-3,58713F-HRTimeline
HARBOUR INVESTMENTS, INC.7,079$262K0.01%+86113F-HRTimeline
Independent Advisor Alliance7,062$262K<0.01%new13F-HRTimeline
Clearwater Capital Advisors, LLC6,995$259K0.03%-41513F-HRTimeline
Rockbridge Investment Management, LCC6,972$258K0.03%-2513F-HRTimeline
Janney Montgomery Scott LLC6,925$257K<0.01%new13F-HRTimeline
Valmark Advisers, Inc.6,820$253K<0.01%+80413F-HRTimeline
Advyzon Investment Management, LLC6,690$248K0.1%13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC6,560$243K0.28%13F-HRTimeline
Gemmer Asset Management LLC6,450$239K0.02%013F-HRTimeline
Private Advisor Group, LLC5,594$207K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,472$203K<0.01%+2,19613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,446$202K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,001$185K<0.01%+78813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,530$168K<0.01%-1,23913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,447$165K<0.01%-14213F-HRTimelineGroup
LRI Investments, LLC4,000$148K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.3,600$133K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,092$118K<0.01%+34413F-HRTimelineGroup
Crewe Advisors LLC3,093$115K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,811$104K<0.01%-30013F-HRTimeline
Global Retirement Partners, LLC2,681$99.4K<0.01%+35113F-HRTimeline
Geneos Wealth Management Inc.2,639$97.8K<0.01%+14013F-HRTimeline
Parallel Advisors, LLC2,618$97.1K<0.01%-4013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,588$95.9K<0.01%+80413F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners2,419$89.7K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,262$83.8K0.01%+113F-HRTimeline
Glassman Wealth Services2,224$82.4K0.01%-89113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,133$79.1K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,095$77.7K0.01%+213F-HRTimeline
Sunbelt Securities, Inc.2,042$76.2K0.01%+61513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,909$70.8K<0.01%+313F-HRTimeline
FMR LLCin group FMR LLC1,885$69.9K<0.01%-23913F-HRTimelineGroup
Breakwater Investment Management1,802$66.8K0.03%013F-HR/ATimeline
IFP Advisors, Inc1,713$63.5K<0.01%+17013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,637$60.7K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc1,487$55.1K0.02%+1,19213F-HRTimeline
Parkside Financial Bank & Trust1,462$54.2K0.01%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,244$46.1K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,200$44.5K<0.01%+1,00013F-HRTimeline
Continuum Advisory, LLC1,176$43.6K0.01%013F-HRTimeline
COMERICA BANK1,157$42.9K<0.01%-4513F-HR/ATimeline
Allworth Financial LP988$40K<0.01%+13713F-HRTimeline
Vermillion Wealth Management, Inc.1,061$39.3K0.02%13F-HRTimeline
TruNorth Capital Management, LLC1,055$39.1K0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,029$38.1K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…817$30.3K<0.01%-5013F-HRTimeline
PFS Partners, LLC804$29.8K0.02%+113F-HRTimeline
Caldwell Trust Co800$29.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC760$28.2K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc696$25.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO657$24.4K<0.01%-1,33413F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC550$20.4K<0.01%-15013F-HRTimeline
Coston, McIsaac & Partners524$19K0.01%+2113F-HRTimeline
CoreCap Advisors, LLC488$18.1K<0.01%+13513F-HRTimeline
CBIZ Investment Advisory Services, LLC462$17.1K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC457$16.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC417$15.4K<0.01%+36713F-HRTimeline
Murphy & Mullick Capital Management Corp400$14.8K0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.387$14.3K<0.01%+113F-HRTimelineGroup
SIGNATUREFD, LLC375$13.9K<0.01%013F-HRTimeline
ORG Partners LLC353$13.1K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.333$12.3K0.01%13F-HRTimeline
Wingate Wealth Advisors, Inc.314$11.6K0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC322$11K<0.01%13F-HRTimeline
New England Capital Financial Advisors …297$11K0.01%+113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC290$10.8K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services260$9.65K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP210$7.79K<0.01%013F-HRTimeline
Park Square Financial Group, LLC200$7.41K0.01%13F-HRTimeline
MAI Capital Management170$6.32K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC165$6.12K0.01%13F-HRTimeline
JDM Financial Group LLC163$6.05K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC162$6K<0.01%013F-HRTimeline
TRUST CO OF VERMONT160$5.93K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates156$5.78K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.150$5.56K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.147$5.46K<0.01%013F-HR/ATimeline
Versant Capital Management, Inc143$5.3K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC140$5.19K<0.01%013F-HRTimeline
Dunhill Financial, LLC127$4.69K<0.01%013F-HRTimeline
Key Financial Inc126$4.67K<0.01%013F-HRTimeline
Asset Dedication, LLC100$3.71K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC100$3.71K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$3.71K<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…83$3.08K<0.01%013F-HRTimeline
Copley Financial Group, Inc.63$2.33K<0.01%-3213F-HRTimeline
Larson Financial Group LLC47$1.74K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC42$1.56K<0.01%13F-HRTimeline
Beacon Capital Management, LLC40$1.49K<0.01%013F-HRTimeline
Bogart Wealth, LLC28$1.04K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC28$1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.23$896<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.20$740<0.01%013F-HRTimeline
Stephens Consulting, LLC18$668<0.01%013F-HRTimeline
Clearstead Advisors, LLC12$446<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC11$408<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10$371<0.01%013F-HRTimeline
Roxbury Financial LLC7$265<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.