Integrated Wealth Concepts LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1737109
WALTHAM, MA
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$70,617,491
+$42,087,306 QoQ
Shares Held
1,339,482
+54.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#20
of 180 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,617,491 | 1,339,482 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,530,185 | 865,863 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,888,785 | 777,441 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,418,047 | 480,622 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,947,222 | 275,467 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||