FLAGSHIP HARBOR ADVISORS, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1691766
BOSTON, MA
Position in BAI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,609,376
+$62,125 QoQ
Shares Held
48,843
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
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 | $1,609,376 | 48,843 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,547,251 | 46,464 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,268,941 | 37,147 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $597,483 | 20,710 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||