Shared Vision Wealth Group LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2008178
CARLSBAD, X1
Position in BAI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,816,829
+$303,745 QoQ
Shares Held
85,488
+13.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.67%
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 | $2,816,829 | 85,488 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,513,084 | 75,468 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,313,964 | 67,739 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $516,847 | 17,915 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||