Latest Period
Q1 2026
Security Snapshot
iShares A.I. Innovation and Tech Active ETF - Common Stock (BAI) Institutional Ownership
CUSIP: 09290C780
13F Institutional Holders and Ownership History from Q4 2024 to Q1 2026
Institutions Reporting
536
Shares (Excl. Options)
312,903,864
Price
$32.95
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- Security type / class
- Equity / Common Stock
- Symbol
- BAI
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 312,903,864
- Total 13F value
- $10,301,763,500
- Portfolio coverage rank
- 0.04%
- Share change
- +57,934,430
- Value change
- +$1,905,449,640
- Number of holders
- 536
- Shares outstanding
- 4,301,075
- SEC-reported price per share
- $48.42
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BAI - iShares A.I. Innovation and Tech Active ETF - Common Stock is tracked under CUSIP 09290C780.
- 536 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 508 to 536 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $8,539,325,206 to $10,301,763,500.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 536 institutions filings for Q1 2026.
Security key
09290C780
Latest holder period
Q1 2026
13F holders
536
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 09290C780:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
BAI
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 0% | -103% | $899,572 | -$10,640,428 | 31,181 | -92% | BlackRock Portfolio Management LLC | 30 Jun 2025 |
As of 31 Mar 2026, 536 institutional investors reported holding 312,903,864 shares of iShares A.I. Innovation and Tech Active ETF - Common Stock (BAI). This represents 7275% of the company’s total 4,301,075 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
5438%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 1547% | 66,537,668 | +15% | 0.59% | $2,192,416,178 |
| LPL Financial LLC | 636% | 27,365,121 | +17% | 0.24% | $901,680,704 |
| JPMORGAN CHASE & CO | 474% | 20,369,595 | +25% | 0.04% | $634,920,302 |
| Dynasty Wealth Management, LLC | 457% | 19,651,117 | +65% | 5.8% | $647,504,307 |
| AMERIPRISE FINANCIAL INC | 220% | 9,448,464 | +38% | 0.07% | $311,159,665 |
| MORGAN STANLEY | 211% | 9,094,623 | +32% | 0.02% | $299,667,850 |
| OpenArc Corporate Advisory, LLC | 184% | 7,930,885 | +49% | 3.7% | $261,322,667 |
| SAGESPRING WEALTH PARTNERS, LLC | 173% | 7,445,617 | +59% | 4.5% | $245,333,070 |
| BANK OF AMERICA CORP /DE/ | 157% | 6,752,705 | +31% | 0.02% | $222,501,629 |
| PARK AVENUE SECURITIES LLC | 145% | 6,238,515 | +8.8% | 1.6% | $205,559,000 |
| CWM, LLC | 130% | 5,610,905 | +9.6% | 0.49% | $184,879,315 |
| Envestnet Portfolio Solutions, Inc. | 130% | 5,585,010 | +1.2% | 1% | $184,026,082 |
| MML INVESTORS SERVICES, LLC | 122% | 5,232,572 | +0.86% | 0.48% | $172,413,231 |
| Cetera Investment Advisers | 112% | 4,800,643 | +12% | 0.17% | $158,181,172 |
| Janney Montgomery Scott LLC | 87% | 3,721,827 | +14% | 0.3% | $122,634,000 |
| RAYMOND JAMES FINANCIAL INC | 85% | 3,672,660 | +35% | 0.04% | $121,014,144 |
| NewEdge Advisors, LLC | 77% | 3,290,414 | +6.5% | 0.39% | $108,419,150 |
| Bank of New York Mellon Corp | 74% | 3,198,581 | +10% | 0.02% | $105,393,261 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 66% | 2,837,228 | +97735% | 0.06% | $93,486,662 |
| COMMONWEALTH EQUITY SERVICES, LLC | 65% | 2,775,736 | +13% | 0.13% | $91,460,516 |
| OneDigital Investment Advisors LLC | 62% | 2,674,692 | +20% | 0.86% | $88,131,100 |
| SOFI WEALTH, LLC | 61% | 2,602,652 | +5.7% | 4.1% | $85,757,369 |
| Merit Financial Group, LLC | 59% | 2,517,315 | +16% | 0.62% | $82,945,553 |
| Foundations Investment Advisors, LLC | 56% | 2,427,719 | +13% | 0.99% | $79,993,331 |
| JB Capital LLC | 49% | 2,123,297 | +2% | 2.8% | $69,962,623 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q1 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 312,903,864 | $10,301,763,500 | +$1,905,449,640 | $32.95 | 536 |
| 2025 Q4 | 256,346,004 | $8,539,325,206 | +$2,200,730,607 | $33.30 | 508 |
| 2025 Q3 | 183,564,506 | $6,272,093,991 | +$3,919,017,783 | $34.16 | 382 |
| 2025 Q2 | 68,627,398 | $1,981,444,440 | +$1,925,130,290 | $28.85 | 275 |
| 2025 Q1 | 1,959,416 | $42,907,639 | +$32,064,435 | $21.89 | 27 |
| 2024 Q4 | 485,868 | $13,159,285 | +$13,134,751 | $27.08 | 9 |