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Disclosery

ARTY ISHARES TR

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SHS (fund)

215 managers (215 13F filers) reported a position in ARTY shares at 2025-03-31, 8,102,565 shares in all. 49 filers opened a position and 16 filers sold out during the quarter.

Managers
215
13F filers
215
New
49
Added
76
Reduced
30
Sold out
16
Shares held by filers
8,102,565

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY995,401$31.3M<0.01%+256,25013F-HRTimelineGroup
Wharton Business Group, LLC852,322$26.8M1.21%+53,65513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/674,690$21.2M<0.01%+166,58813F-HRTimelineGroup
LPL Financial LLC643,590$20.2M0.01%+292,29513F-HRTimeline
UBS Group AGin group UBS Group AG366,323$11.5M<0.01%+214,79813F-HRTimelineGroup
FLOW TRADERS U.S. LLC348,950$11M0.46%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC341,549$10.7M<0.01%+40,17213F-HRTimelineGroup
TD Waterhouse Canada Inc.312,408$9.92M0.08%+312,38813F-HRTimeline
Arkadios Wealth Advisors243,893$7.67M0.29%+29,90913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA130,466$4.1M<0.01%+18,89113F-HR/ATimelineGroup
Clark Capital Management Group, Inc.126,554$3.98M0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC125,537$3.95M<0.01%+56,24613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC118,575$3.73M<0.01%+70,65213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC113,287$3.56M0.01%+33,60413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP110,290$3.5M<0.01%+86,72113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,194$3.43M0.01%+25,18413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…105,489$3.32M0.01%+91,13013F-HRTimelineGroup
Trek Financial, LLC102,449$3.22M0.23%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …95,921$3.02M0.08%+5,86413F-HRTimelineGroup
LRI Investments, LLC94,115$2.96M0.29%+90,11513F-HRTimeline
Cetera Investment Advisers89,321$2.81M0.01%+49,51213F-HRTimeline
5th Street Advisors, LLC76,961$2.42M1.17%new13F-HRTimeline
Creative Planningin group Creative Planning67,679$2.13M<0.01%-2,23713F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC56,760$1.79M0.86%+22,14413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC53,190$1.67M<0.01%+3,95113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,397$1.65M<0.01%+1,73713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC52,049$1.64M0.01%+2,78313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,551$1.5M<0.01%+10,24913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,002$1.48M<0.01%+37,31813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,035$1.42M<0.01%+25,58413F-HRTimelineGroup
Plan A Wealth LLC42,510$1.34M1.04%-16,50613F-HRTimeline
Intrua Financial, LLC40,640$1.28M0.2%+35813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV39,406$1.24M<0.01%+28213F-HRTimeline
Janney Montgomery Scott LLC38,837$1.22M<0.01%+31,91213F-HRTimeline
Ardent Capital Management, Inc.38,761$1.22M0.53%new13F-HRTimeline
Strategic Advocates LLC36,953$1.16M0.4%+9,06813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC36,510$1.15M0.01%+10,53913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management33,304$1.05M0.02%+2,20313F-HRTimelineGroup
CWM, LLCin group CWM, LLC31,753$999K<0.01%+4,78513F-HRTimelineGroup
AE Wealth Management LLC31,533$992K0.01%+21,09213F-HRTimeline
WADDELL & ASSOCIATES, LLC30,735$967K0.12%+2513F-HR/ATimeline
TSFG, LLC29,899$940K0.19%+2,38213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,337$923K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC28,831$907K0.01%+13,52613F-HRTimeline
CASCADE INVESTMENT GROUP, INC.28,652$901K0.69%-82513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,616$869K0.09%+14,40213F-HRTimeline
GTS SECURITIES LLC27,380$861K0.04%-37,54613F-HRTimeline
Opus Capital Group, LLC26,310$827K0.11%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC25,813$812K<0.01%+25,05313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC25,344$797K<0.01%+13,46813F-HRTimelineGroup
One Wealth Map LLC26,784$776K0.52%-6013F-HRTimeline
GWN SECURITIES INC.24,325$765K0.04%new13F-HRTimeline
Hudock, Inc.24,249$763K0.13%new13F-HRTimeline
Phoenix Wealth Advisors23,696$745K0.32%+31813F-HRTimeline
Cambridge Investment Research Advisors,…23,611$743K<0.01%+67313F-HRTimeline
Copperleaf Capital, LLC23,530$740K0.44%+1,64113F-HRTimeline
Amplius Wealth Advisors, LLC21,960$691K0.07%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,918$689K<0.01%+9,33413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,424$674K<0.01%+3,93613F-HRTimelineGroup
Atlas Private Wealth Advisors19,940$627K0.09%013F-HRTimeline
Patriot Financial Group Insurance Agenc…18,410$579K0.08%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,086$569K<0.01%+51513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,444$549K0.01%+1,18713F-HRTimelineGroup
Goldstone Financial Group, LLC17,086$537K0.08%+7,14713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP17,000$535K0.01%013F-HRTimeline
Cladis Investment Advisory, LLC16,355$514K0.37%new13F-HRTimeline
PFG Advisors15,157$477K0.03%+3,85813F-HRTimeline
CIBC WORLD MARKET INC.15,000$472K<0.01%+1,05513F-HRTimeline
Glass Jacobson Investment Advisors llc12,661$469K0.15%013F-HRTimeline
OLD MISSION CAPITAL LLC14,822$466K0.01%new13F-HRTimeline
Legacy Advisory Services, LLC14,505$456K0.39%-113F-HRTimeline
Sanctuary Advisors, LLC14,482$455K<0.01%-2,49713F-HRTimeline
HighTower Advisors, LLC14,249$448K<0.01%+3,98313F-HRTimeline
Consolidated Portfolio Review Corp14,243$448K0.07%-7313F-HRTimeline
Matisse Capital13,291$418K0.22%+81013F-HRTimeline
Community Bank, N.A.13,000$409K0.05%new13F-HRTimeline
Financial Engines Advisors L.L.C.12,044$379K<0.01%-51213F-HRTimeline
WCG Wealth Advisors LLC11,935$375K0.03%-50713F-HR/ATimeline
CX Institutional10,675$336K0.01%+2,75913F-HRTimeline
Family Office Research LLC10,356$326K0.16%-13313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,213$321K<0.01%new13F-HRTimelineGroup
World Investment Advisors10,124$318K0.01%+26813F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…10,000$314K0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC10,133$303K0.07%+16013F-HRTimeline
HB Wealth Management, LLC9,504$299K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,330$293K<0.01%new13F-HRTimeline
Advisory Services Network, LLC9,005$283K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,930$281K0.01%+1,40613F-HRTimelineGroup
Wolf Group Capital Advisors8,923$281K0.09%-4,14413F-HRTimeline
Steward Partners Investment Advisory, L…8,770$276K<0.01%+3,29813F-HRTimeline
First Horizon Advisors, Inc.8,655$272K0.01%-66313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,270$260K<0.01%+40013F-HRTimelineGroup
Cresset Asset Management, LLC8,241$259K<0.01%+25713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,193$258K0.01%013F-HRTimeline
Moran Wealth Management, LLC8,138$256K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,771$244K0.02%013F-HRTimeline
Farther Finance Advisors, LLC7,536$240K0.01%+12513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,578$238K<0.01%+6,92113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,428$234K<0.01%013F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC7,294$229K0.05%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,205$227K<0.01%+1,75913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,061$222K<0.01%-1,22313F-HRTimelineGroup
Rockbridge Investment Management, LCC6,972$219K0.03%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.6,630$209K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.5,822$208K<0.01%+3,18313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC6,530$205K0.23%-3013F-HRTimeline
Clearwater Capital Advisors, LLC6,528$205K0.02%-46713F-HRTimeline
Gemmer Asset Management LLC6,450$203K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,649$178K0.01%-1,43013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,447$165K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,358$137K<0.01%+1,54713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,074$128K<0.01%-92713F-HRTimelineGroup
COMERICA BANK3,973$125K<0.01%+2,81613F-HRTimeline
Physician Wealth Advisors, Inc.3,599$113K0.02%-113F-HRTimeline
Crewe Advisors LLC3,093$97.3K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,068$96.5K<0.01%-1,46213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,738$86.1K<0.01%+15013F-HRTimelineGroup
Compagnie Lombard Odier SCmA2,700$84.9K<0.01%new13F-HRTimeline
Parallel Advisors, LLC2,657$83.6K<0.01%+3913F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,550$80.2K0.08%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,748$76.5K<0.01%-34413F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners2,419$76.1K0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.2,294$72.1K0.01%+25213F-HRTimeline
GPS Wealth Strategies Group, LLC2,262$71.1K0.01%013F-HRTimeline
Glassman Wealth Services2,224$69.9K0.01%013F-HRTimeline
AlphaCore Capital LLC2,162$68K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,124$66.8K<0.01%-913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,095$65.9K0.01%013F-HRTimeline
Allworth Financial LP1,918$61.3K<0.01%+93013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,909$60K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,817$57.1K0.02%+75613F-HRTimeline
Breakwater Investment Management1,802$56.7K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,794$56.4K<0.01%-34,08913F-HRTimelineGroup
NewEdge Advisors, LLC1,656$52.1K<0.01%-6,57913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,637$51.5K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,577$49.6K<0.01%-13613F-HRTimeline
Parkside Financial Bank & Trust1,462$46K0.01%013F-HRTimeline
Gen-Wealth Partners Inc1,337$42K0.02%-15013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,200$37.7K<0.01%013F-HRTimeline
Continuum Advisory, LLC1,176$37K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA1,243$36.5K<0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,100$35K<0.01%13F-HRTimelineGroup
FMR LLCin group FMR LLC1,108$34.8K<0.01%-77713F-HRTimelineGroup
TruNorth Capital Management, LLC1,055$33.2K0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,054$33.1K<0.01%+2513F-HRTimeline
SIMPLEX TRADING, LLC1,078$33K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC925$29.1K<0.01%+55013F-HRTimeline
PFS Partners, LLC901$28.3K0.02%+9713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.857$26.9K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…817$25.7K<0.01%013F-HRTimeline
Caldwell Trust Co800$25.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc696$21.9K<0.01%013F-HRTimeline
Arax Advisory Partners547$17.2K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners548$17K<0.01%+2413F-HRTimeline
First Command Advisory Services, Inc.522$16.4K<0.01%new13F-HRTimeline
Blue Trust, Inc.506$15.9K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC488$15.4K<0.01%013F-HRTimeline
Garde Capital, Inc.460$14.5K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC458$14.4K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC457$14.4K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC441$13.9K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC427$13.4K<0.01%+1013F-HRTimeline
Murphy & Mullick Capital Management Corp400$12.6K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.333$12.3K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.387$12.2K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/369$11.6K<0.01%-87513F-HRTimelineGroup
True Wealth Design, LLC368$11.6K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC322$10.1K<0.01%013F-HRTimeline
New England Capital Financial Advisors …297$9.33K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC290$9.12K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services260$8.18K<0.01%013F-HRTimeline
Park Square Financial Group, LLC216$6.79K0.01%+1613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP210$6.61K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC200$6.29K<0.01%-35013F-HRTimeline
LANARK FINANCIAL, INC.210$6K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.179$5.63K0.01%new13F-HRTimeline
MAI Capital Management175$5.52K<0.01%+513F-HRTimeline
Minot DeBlois Advisors LLC165$5.19K0.01%013F-HRTimeline
JDM Financial Group LLC163$5.14K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC162$5.09K<0.01%013F-HRTimeline
TRUST CO OF VERMONT160$5.03K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates156$4.91K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.150$4.72K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.147$4.64K<0.01%013F-HRTimeline
Versant Capital Management, Inc143$4.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC127$3.98K<0.01%013F-HRTimeline
Key Financial Inc126$3.96K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …117$3.68K0.01%new13F-HRTimeline
Aspect Partners, LLC115$3.62K<0.01%new13F-HRTimeline
HOWE & RUSLING INC100$3.15K<0.01%new13F-HRTimeline
Asset Dedication, LLC100$3.15K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$3.15K<0.01%013F-HRTimelineGroup
Lord & Richards Wealth Management, LLC99$3.11K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC91$2.86K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA68$2.14K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC60$1.89K<0.01%13F-HRTimeline
WealthShield Partners, LLC58$1.82K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC55$1.73K<0.01%-8513F-HRTimeline
Quent Capital, LLC50$1.57K<0.01%new13F-HRTimeline
Larson Financial Group LLC47$1.48K<0.01%013F-HRTimeline