Merit Financial Group, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1621225
ALPHARETTA, GA
Position in BAI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$82,945,527
+$10,775,337 QoQ
Shares Held
2,517,315
+16.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,945,527 | 2,517,315 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $72,170,190 | 2,167,273 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $56,695,213 | 1,659,696 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $18,999,657 | 658,567 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||