Ascent Group, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1913231
VIRGINIA BEACH, VA
Position in BAI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,062,984
+$1,228,583 QoQ
Shares Held
973,080
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.11%
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 | $32,062,984 | 973,080 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $30,834,401 | 925,958 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $29,420,024 | 861,242 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $13,269,614 | 459,952 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||