Creative Planning
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1540235
OVERLAND PARK, KS
Position in BAI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,784,519
+$996,257 QoQ
Shares Held
33,849
+41.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 180 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,784,519 | 33,849 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $788,262 | 23,923 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $458,174 | 13,759 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $337,090 | 9,868 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||