EP Wealth Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1540569
TORRANCE, CA
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,769,652
+$662,532 QoQ
Shares Held
33,567
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#97
of 180 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
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 | $1,769,652 | 33,567 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,107,120 | 33,600 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,147,617 | 34,463 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $203,940 | 7,069 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||