Public ownership evidence

iShares Future AI & Tech ETF (ARTY) Ownership Disclosures

Read ARTY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares Future AI & Tech ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
14,095
Value (USD)
$1,073,498
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ARTY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ARTY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2814,095$1,073,498None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2867,061$5,107,348None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2861,420$2,857,873None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-2620,298$944,466None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-2616,506$1,257,076None
Kingsview Wealth Management, LLC2026-06-302026-08-2048,870$3,721,901None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2049,705$3,785,558None
Sankala Group LLC2026-06-302026-08-19165$12,139None
Beacon Pointe Advisors, LLC2026-06-302026-08-1913,039$993,070None
JDM Financial Group LLC2026-06-302026-08-19163$12,445None
Strive Financial Group ,LLC2026-06-302026-08-18953$72,580None
Corient Private Wealth LP2026-06-302026-08-1814,136$1,076,544None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,716$282,511None
Equitable Holdings, Inc.2026-06-302026-08-1811,650$887,281None
AtlasMark Financial, Inc2026-06-302026-08-185,163$393,214None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-1810,000$761,599None
Jefferies Financial Group Inc.2026-06-302026-08-189,968$759,163None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,789$365,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15163$12,395None
AMERIFLEX GROUP, INC.2026-06-302026-08-15306$23,305None
Synergy Investment Management, LLC2026-06-302026-08-15225$17,146None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15400$30,464None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15545$41,442None
Federation des caisses Desjardins du Quebec2026-06-302026-08-156,743$513,547None
Modern Wealth Management, LLC2026-06-302026-08-1519,008$1,447,649None
Mutual Advisors, LLC2026-06-302026-08-1521,301$1,622,285None
Advyzon Investment Management, LLC2026-06-302026-08-155,970$454,675None
Nemes Rush Group LLC2026-06-302026-08-15533$40,616None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1515,476$1,178,652None
Perennial Investment Advisors, LLC2026-06-302026-08-154,207$320,405None
KINTRA WEALTH, LLC2026-06-302026-08-155,917$458,899None
Ameritas Advisory Services, LLC2026-06-302026-08-156,119$466,024None
WCG Wealth Advisors LLC2026-06-302026-08-1517,849$1,359,403None
Western Wealth Management, LLC2026-06-302026-08-1563,477$4,834,427None
Stonebrook Private Inc.2026-06-302026-08-15151,883$11,567,406None
IFG Advisory, LLC2026-06-302026-08-15695$52,937None
OSAIC HOLDINGS, INC.2026-06-302026-08-15795$60,547None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,419$336,514None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,786$592,998None
OSAIC HOLDINGS, INC.2026-06-302026-08-15204,816$15,600,430None
Betterment LLC2026-06-302026-08-153,085$235,000None
JANE STREET GROUP, LLC2026-06-302026-08-1510,400$792,064Put
JANE STREET GROUP, LLC2026-06-302026-08-1528,600$2,178,176Call
Heritage Wealth Advisors2026-06-302026-08-15127$9,678None
Fort Point Capital Partners LLC2026-06-302026-08-155,518$420,251None
OLD MISSION CAPITAL LLC2026-06-302026-08-1552,187$3,974,561None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,217$1,539,727None
Ancora Advisors LLC2026-06-302026-08-15300$22,848None
Medallion Wealth Advisors, LLC2026-06-302026-08-154$306None
Gotham Asset Management, LLC2026-06-302026-08-155,959$453,837None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Kingsbury Capital Investment Advisors LLC ↗Kingsbury Capital Investment Advisors LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Sankala Group LLC ↗Beacon Pointe Advisors, LLC ↗JDM Financial Group LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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