Icon Wealth Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1963212
HOUSTON, TX
Position in BAI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$23,766,340
+$3,252,775 QoQ
Shares Held
721,285
+17.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.58%
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 | $23,766,340 | 721,285 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,513,565 | 616,023 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,654,741 | 575,373 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,740,457 | 198,976 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||