IFP Advisors, Inc
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1641866
TAMPA, FL
Position in BAI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,903,026
-$201,533 QoQ
Shares Held
88,104
-5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,903,026 | 88,104 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,104,559 | 93,230 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,740,520 | 80,226 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $719,922 | 24,954 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||