IPG Investment Advisors LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1602237
SAN DIEGO, CA
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$664,904
+$264,562 QoQ
Shares Held
12,612
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#125
of 180 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,904 | 12,612 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $400,342 | 12,150 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $371,295 | 11,150 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $380,884 | 11,150 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $238,012 | 8,250 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||