ARTY — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (ARTY)? 21 institutions reported holding $23.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($9.5M), McNaughton Wealth Management, LLC ($7.9M), MTCO Ltd. ($1.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CX Institutional | $9.5M | 121,452 | Added |
| 2 | McNaughton Wealth Management, LLC | $7.9M | 101,463 | Trimmed |
| 3 | MTCO Ltd. | $1.6M | 20,319 | New |
| 4 | Farther Finance Advisors, LLC | $1.3M | 16,859 | Added |
| 5 | TITLEIST ASSET MANAGEMENT, LLC | $670,908 | 8,566 | Added |
| 6 | Plan A Wealth LLC | $626,012 | 7,993 | Hold |
| 7 | Taylor & Morgan Wealth Management, LLC | $399,432 | 5,100 | Hold |
| 8 | Echo45 Advisors LLC | $391,600 | 5,000 | New |
| 9 | Valeo Financial Advisors, LLC | $344,960 | 4,405 | Trimmed |
| 10 | Apella Capital, LLC | $305,271 | 3,787 | Hold |
| 11 | Shira Ridge Wealth Management | $249,914 | 3,191 | Trimmed |
| 12 | CoreCap Advisors, LLC | $47,854 | 611 | Hold |
| 13 | Go Invest LLC | $41,361 | 528 | New |
| 14 | TOTH FINANCIAL ADVISORY CORP | $16,448 | 210 | Hold |
| 15 | Versant Capital Management, Inc | $11,200 | 143 | Hold |
| 16 | GK Wealth Management LLC | $10,814 | 138 | New |
| 17 | Bank of New Hampshire | $9,947 | 127 | New |
| 18 | EASTERN BANK | $2,350 | 30 | Hold |
| 19 | GILPIN WEALTH MANAGEMENT, LLC | $1,724 | 22 | Hold |
| 20 | Roxbury Financial LLC | $561 | 7 | Hold |
| 21 | ATWOOD & PALMER INC | $79 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30