INDEPENDENT FINANCIAL GROUP, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 275484
SAN DIEGO, CA
Position in BAI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,995,384
+$393,724 QoQ
Shares Held
151,605
+9.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
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 | $4,995,384 | 151,605 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,601,660 | 138,188 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,388,911 | 69,933 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,667,443 | 57,797 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||