Betterment LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1633901
NEW YORK, NY
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$696,852
+$157,230 QoQ
Shares Held
13,218
-19.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#122
of 180 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $696,852 | 13,218 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $539,622 | 16,377 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $330,369 | 9,921 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $284,313 | 8,323 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $218,884 | 7,587 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||