Allworth Financial LP
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1555170
FOLSOM, CA
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$89,096
+$86,428 QoQ
Shares Held
1,690
+1986.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#163
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 | $89,096 | 1,690 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,668 | 81 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $432 | 13 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $444 | 13 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||