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Disclosery

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
MORGAN STANLEYin group MORGAN STANLEY1,280,336$52.5M<0.01%+284,93513F-HRTimelineGroup
Wharton Business Group, LLC966,302$39.6M1.67%+113,98013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/850,544$34.9M<0.01%+175,85413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC715,518$29.3M0.01%+373,96913F-HRTimelineGroup
LPL Financial LLC543,679$22.3M0.01%-99,91113F-HRTimeline
TD Waterhouse Canada Inc.314,996$12.7M0.09%+2,58813F-HRTimeline
UBS Group AGin group UBS Group AG293,087$12M<0.01%-73,23613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.230,740$9.32M0.02%+121,54613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC215,591$8.84M<0.01%+90,05413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP149,818$6.09M<0.01%+39,52813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA143,082$5.87M<0.01%+12,61613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…142,775$5.85M<0.01%+121,35113F-HRTimelineGroup
Trek Financial, LLC124,878$5.12M0.34%+22,42913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …108,011$4.43M0.1%+12,09013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…107,227$4.4M0.01%+1,73813F-HR/ATimelineGroup
LRI Investments, LLC97,797$4.01M0.34%+3,68213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC95,032$3.9M0.01%-18,25513F-HRTimeline
BostonPremier Wealth LLC90,563$3.71M2.06%new13F-HRTimeline
Private Advisor Group, LLC90,407$3.71M0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…88,504$3.66M0.01%+40,95313F-HRTimeline
Cetera Investment Advisers88,977$3.65M0.01%-34413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,858$3.48M<0.01%+55,52113F-HRTimelineGroup
5th Street Advisors, LLC75,132$3.08M1.53%-1,82913F-HRTimeline
Creative Planningin group Creative Planning67,888$2.78M<0.01%+20913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC63,336$2.6M0.01%+26,82613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC56,879$2.33M<0.01%+9,87713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC56,042$2.3M<0.01%+2,85213F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC53,558$2.2M0.98%-3,20213F-HRTimeline
MML INVESTORS SERVICES, LLC48,347$1.98M0.01%-3,70213F-HRTimeline
Arkadios Wealth Advisors44,860$1.84M0.06%-199,03313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44,747$1.83M<0.01%+18,93413F-HRTimelineGroup
Intrua Financial, LLC41,685$1.71M0.25%+1,04513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,059$1.64M<0.01%-78,51613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management39,246$1.61M0.02%+5,94213F-HRTimelineGroup
Strategic Advocates LLC39,031$1.6M0.48%+2,07813F-HRTimeline
Ardent Capital Management, Inc.38,329$1.57M0.75%-43213F-HRTimeline
Janney Montgomery Scott LLC37,245$1.53M<0.01%-1,59213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,980$1.52M0.04%+28,78713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,265$1.36M<0.01%-6,14113F-HRTimeline
CWM, LLCin group CWM, LLC32,979$1.35M<0.01%+1,22613F-HRTimelineGroup
AE Wealth Management LLC32,819$1.35M0.01%+1,28613F-HRTimeline
Amplius Wealth Advisors, LLC31,126$1.28M0.12%+9,16613F-HRTimeline
WADDELL & ASSOCIATES, LLC30,735$1.26M0.13%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,221$1.24M<0.01%-22,17613F-HRTimelineGroup
One Wealth Map LLC28,568$1.21M0.66%+1,78413F-HRTimeline
CASCADE INVESTMENT GROUP, INC.28,902$1.18M0.83%+25013F-HRTimeline
Mariner, LLCin group Mariner, LLC28,394$1.16M<0.01%+3,05013F-HRTimelineGroup
OneDigital Investment Advisors LLC26,929$1.1M0.01%-1,90213F-HRTimeline
GWN SECURITIES INC.26,808$1.1M0.2%+2,48313F-HRTimeline
Hudock, Inc.26,792$1.1M0.18%+2,54313F-HRTimeline
Cambridge Investment Research Advisors,…25,926$1.06M<0.01%+2,31513F-HRTimeline
Phoenix Wealth Advisors23,398$959K0.4%-29813F-HRTimeline
Copperleaf Capital, LLC23,350$957K0.48%-18013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,418$919K<0.01%+50013F-HRTimelineGroup
Goldstone Financial Group, LLC20,158$833K0.11%+3,07213F-HRTimeline
Cladis Investment Advisory, LLC20,255$830K0.52%+3,90013F-HRTimeline
IFP Advisors, Inc20,178$827K0.02%+18,60113F-HRTimeline
Atlas Private Wealth Advisors19,940$818K0.11%013F-HRTimeline
Patriot Financial Group Insurance Agenc…18,636$764K0.09%+22613F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC18,415$755K0.65%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,087$701K0.01%-35713F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP17,000$697K0.01%013F-HRTimeline
CX Institutional16,925$694K0.02%+6,25013F-HR/ATimeline
Plan A Wealth LLC16,721$686K0.39%-25,78913F-HRTimeline
CW Advisors, LLC16,532$678K0.01%new13F-HRTimeline
Gemmer Asset Management LLC16,014$657K0.06%+9,56413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,973$655K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,768$647K<0.01%-2,31813F-HR/ATimelineGroup
CIBC WORLD MARKET INC.15,740$645K<0.01%+74013F-HRTimeline
Moran Wealth Management, LLC15,507$636K0.02%+7,36913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC15,500$636K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC15,415$632K<0.01%+93313F-HRTimeline
Consolidated Portfolio Review Corp14,561$597K0.08%+31813F-HRTimeline
Steward Partners Investment Advisory, L…14,441$592K<0.01%+5,67113F-HRTimeline
Glass Jacobson Investment Advisors llc14,367$589K0.23%+1,70613F-HRTimeline
HighTower Advisors, LLC13,931$571K<0.01%-31813F-HRTimeline
Community Bank, N.A.13,000$533K0.07%013F-HRTimeline
Matisse Capital12,961$531K0.25%-33013F-HRTimeline
PFG Advisors12,849$527K0.02%-2,30813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,335$499K0.09%+2,20213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,107$496K0.04%-15,50913F-HRTimeline
Financial Engines Advisors L.L.C.12,092$496K<0.01%+4813F-HRTimeline
WCG Wealth Advisors LLC11,908$488K0.03%-2713F-HRTimeline
GTS SECURITIES LLC11,168$458K0.02%-16,21213F-HRTimeline
Family Office Research LLC10,356$425K0.2%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…10,000$410K0.01%013F-HRTimelineGroup
World Investment Advisors9,752$400K0.01%-37213F-HRTimeline
BRIGHTON JONES LLC9,731$399K0.01%new13F-HRTimeline
Berbice Capital Management LLC9,354$384K0.27%new13F-HRTimeline
Cresset Asset Management, LLC8,916$366K<0.01%+67513F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,812$361K0.01%-11813F-HRTimelineGroup
First Horizon Advisors, Inc.8,655$355K0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd8,634$354K0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,591$352K0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,380$344K<0.01%-95013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,249$338K0.01%+1,61913F-HRTimelineGroup
HB Wealth Management, LLC7,920$325K<0.01%-1,58413F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,771$319K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,718$316K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC7,658$314K0.01%+12213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,428$305K<0.01%013F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC7,294$299K0.06%013F-HRTimeline
Rockbridge Investment Management, LCC6,972$286K0.03%013F-HRTimeline
Waldron Private Wealth LLC6,670$273K0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,669$273K<0.01%-39213F-HRTimelineGroup
Advisory Services Network, LLC6,277$273K<0.01%-2,72813F-HRTimeline
EHRLICH FINANCIAL GROUP6,496$266K0.17%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,281$258K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,262$257K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC6,154$252K0.01%-8,66813F-HRTimeline
Global Retirement Partners, LLC6,142$252K0.01%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,023$247K<0.01%+1,94913F-HRTimelineGroup
Clearwater Capital Advisors, LLC6,009$246K0.02%-51913F-HRTimeline
Chicago Partners Investment Group LLC5,735$245K0.01%new13F-HRTimeline
Valmark Advisers, Inc.5,824$239K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,544$227K0.01%-10513F-HRTimeline
SONATA CAPITAL GROUP INC5,525$227K0.09%new13F-HRTimeline
Fort Point Capital Partners LLC5,518$226K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC5,294$217K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC5,131$210K<0.01%new13F-HRTimeline
Leo Wealth, LLC5,075$208K0.02%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC6,530$208K0.24%013F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.5,000$205K0.12%new13F-HRTimeline
HERBST GROUP, LLC5,000$205K0.12%new13F-HRTimeline
TSFG, LLC4,998$205K0.04%-24,90113F-HRTimeline
Federation des caisses Desjardins du Qu…4,558$187K<0.01%+20013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.4,380$185K0.17%+1,83013F-HRTimeline
IAG Wealth Partners, LLC4,479$184K0.02%+4,38813F-HRTimeline
NATIXISin group Natixis Investment Managers4,172$172K<0.01%new13F-HRTimelineGroup
Strategic Wealth Investment Group, LLC4,053$166K0.24%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,042$166K<0.01%-40513F-HRTimelineGroup
Geneos Wealth Management Inc.3,928$161K<0.01%-1,89413F-HRTimeline
COMERICA BANK3,683$151K<0.01%-29013F-HRTimeline
Physician Wealth Advisors, Inc.3,599$148K0.02%013F-HRTimeline
Center for Financial Planning, Inc.3,222$132K0.02%+2,16813F-HRTimeline
Crewe Advisors LLC3,093$127K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,068$126K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,718$111K<0.01%-3013F-HRTimelineGroup
Compagnie Lombard Odier SCmA2,700$111K<0.01%013F-HRTimeline
Parallel Advisors, LLC2,619$107K<0.01%-3813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,419$99.2K0.01%013F-HRTimelineGroup
Allworth Financial LP2,287$93.8K<0.01%+36913F-HRTimeline
FMR LLCin group FMR LLC2,261$92.7K<0.01%+1,15313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,256$92.5K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,224$91.2K<0.01%+10013F-HRTimelineGroup
Glassman Wealth Services2,224$91.2K0.01%013F-HRTimeline
AlphaCore Capital LLC2,162$88.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,110$86.5K0.01%-15213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,040$83.6K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,024$83K<0.01%-71413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,909$78.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,892$77.6K0.01%-20313F-HRTimeline
Sunbelt Securities, Inc.2,042$75.7K0.01%-25213F-HRTimeline
Team Financial Group, LLC1,818$74.5K0.04%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,637$67.1K<0.01%013F-HRTimelineGroup
Breakwater Investment Management1,591$65.2K0.03%-21113F-HRTimeline
Parkside Financial Bank & Trust1,462$59.9K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,429$58.6K<0.01%-22713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,300$53.3K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,234$50.6K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,200$49.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,125$46.1K<0.01%+20013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,100$45K<0.01%013F-HRTimelineGroup
TruNorth Capital Management, LLC1,055$43.3K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA1,243$43.1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN995$40.8K<0.01%-79913F-HRTimelineGroup
Kilter Group LLC852$34.9K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…817$33.5K<0.01%013F-HRTimeline
Caldwell Trust Co800$32.8K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC713$29.2K0.01%new13F-HRTimeline
PFS Partners, LLC698$28.6K0.01%-20313F-HRTimeline
AdvisorNet Financial, Inc696$28.5K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC639$26.2K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners572$23K0.01%+2413F-HRTimeline
Arax Advisory Partners547$22.4K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.522$21.4K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc514$21.1K0.01%-82313F-HRTimeline
Blue Trust, Inc.506$20.7K<0.01%013F-HRTimeline
Garde Capital, Inc.460$18.9K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC457$18.7K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC458$18.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC448$18.4K<0.01%+2113F-HRTimeline
Provenance Wealth Advisors, LLC441$18.1K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.429$17.6K<0.01%-42813F-HRTimelineGroup
Murphy & Mullick Capital Management Corp400$16.4K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.387$15.9K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC368$15.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC353$14.5K<0.01%-13513F-HRTimeline
Richard W. Paul & Associates, LLC336$13.8K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC322$13.2K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC322$13K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.333$12.3K0.01%013F-HRTimeline
WFA of San Diego, LLC300$12.3K0.01%13F-HRTimeline
New England Capital Financial Advisors …297$12.2K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC290$11.9K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services260$10.7K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/244$10K<0.01%-12513F-HR/ATimelineGroup
Park Square Financial Group, LLC228$9.35K0.01%+1213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP210$8.61K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC200$8.2K<0.01%013F-HRTimeline