JONES FINANCIAL COMPANIES LLLP
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 815917
DES PERES, MO
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,264,028
+$14,219,711 QoQ
Shares Held
270,562
+20016.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#41
of 180 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,264,028 | 270,562 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $44,317 | 1,345 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $84,785 | 2,482 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||