Commonwealth Retirement Investments LLC
PensionPosition in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1963787
RICHMOND, VA
Position in BAI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,752,313
+$243,191 QoQ
Shares Held
53,181
+17.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
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 | $1,752,313 | 53,181 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,509,122 | 45,319 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,410,603 | 41,294 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $515,491 | 17,868 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||