| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 0% | -103% | $799,481 | -$9,456,519 | 31,181 | -92% | BlackRock Portfolio Management LLC | 30 Jun 2025 |
As of 30 Sep 2025, 378 institutional investors reported holding 182,635,798 shares of iShares A.I. Innovation and Tech Active ETF - Common Stock (BAI). This represents 4246% of the company’s total 4,301,075 outstanding shares.
The largest institutional shareholders of iShares A.I. Innovation and Tech Active ETF - Common Stock (BAI) together control 3341% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 1312% | 56,450,098 | +157% | 0.55% | $1,928,335,332 |
| LPL Financial LLC | 462% | 19,869,469 | +162% | 0.2% | $678,741,047 |
| JPMORGAN CHASE & CO | 199% | 8,576,103 | +118% | 0.02% | $292,959,679 |
| Envestnet Portfolio Solutions, Inc. | 123% | 5,278,296 | +141% | 0.66% | $180,306,592 |
| PARK AVENUE SECURITIES LLC | 122% | 5,241,802 | 1.4% | $179,060,000 | |
| MORGAN STANLEY | 114% | 4,918,387 | +169% | 0.01% | $168,012,105 |
| CWM, LLC | 113% | 4,850,165 | +84% | 0.5% | $165,682,000 |
| MML INVESTORS SERVICES, LLC | 101% | 4,336,683 | +148% | 0.4% | $148,141,093 |
| Cetera Investment Advisers | 89% | 3,821,088 | +338% | 0.15% | $130,528,396 |
| Janney Montgomery Scott LLC | 71% | 3,069,273 | +269% | 0.25% | $104,846,000 |
| AMERIPRISE FINANCIAL INC | 63% | 2,712,984 | 0.02% | $92,610,015 | |
| NewEdge Advisors, LLC | 62% | 2,682,911 | +162% | 0.42% | $91,648,221 |
| Bank of New York Mellon Corp | 59% | 2,558,899 | +158% | 0.02% | $87,411,982 |
| OneDigital Investment Advisors LLC | 49% | 2,112,531 | +84% | 0.74% | $72,164,057 |
| Foundations Investment Advisors, LLC | 45% | 1,927,784 | +109% | 0.96% | $65,853,097 |
| JB Capital LLC | 44% | 1,903,468 | +141% | 2.8% | $65,022,471 |
| SOFI WEALTH, LLC | 41% | 1,764,821 | 3.2% | $60,286,294 | |
| Merit Financial Group, LLC | 39% | 1,659,696 | +152% | 0.52% | $56,695,217 |
| COMMONWEALTH EQUITY SERVICES, LLC | 38% | 1,641,956 | +184% | 0.07% | $56,089,000 |
| Thrivent Financial for Lutherans | 34% | 1,480,862 | 0.1% | $50,586,000 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33% | 1,437,706 | +157% | 0.35% | $49,112,052 |
| Advocacy Wealth Management, LLC | 33% | 1,419,581 | +103% | 2.1% | $48,492,887 |
| RAYMOND JAMES FINANCIAL INC | 32% | 1,380,935 | +612% | 0.02% | $47,172,739 |
| STIFEL FINANCIAL CORP | 31% | 1,331,152 | +183% | 0.04% | $45,472,169 |
| Sanctuary Advisors, LLC | 30% | 1,282,076 | +92% | 0.25% | $43,795,703 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 14,394,431 | $479,688,239 | +$216,923,321 | $33.30 | 45 |
| 2025 Q3 | 182,635,798 | $6,240,346,310 | +$3,900,744,772 | $34.16 | 378 |
| 2025 Q2 | 68,627,398 | $1,981,444,440 | +$1,925,130,226 | $28.85 | 275 |
| 2025 Q1 | 1,959,416 | $42,907,639 | +$32,064,451 | $21.89 | 27 |
| 2024 Q4 | 485,868 | $13,159,285 | +$13,134,751 | $27.08 | 9 |