| 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 Dec 2025, 490 institutional investors reported holding 255,213,454 shares of iShares A.I. Innovation and Tech Active ETF - Common Stock (BAI). This represents 5934% 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 4457% 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 | 1346% | 57,880,516 | +2.5% | 0.57% | $1,927,421,171 |
| LPL Financial LLC | 544% | 23,406,351 | +18% | 0.21% | $779,431,465 |
| JPMORGAN CHASE & CO | 377% | 16,235,223 | +89% | 0.04% | $540,632,931 |
| Dynasty Wealth Management, LLC | 278% | 11,940,004 | 3.9% | $397,602,141 | |
| MORGAN STANLEY | 160% | 6,893,721 | +40% | 0.01% | $229,560,914 |
| AMERIPRISE FINANCIAL INC | 159% | 6,848,004 | +152% | 0.05% | $227,972,456 |
| PARK AVENUE SECURITIES LLC | 133% | 5,733,012 | +9.4% | 1.6% | $190,909,000 |
| Envestnet Portfolio Solutions, Inc. | 128% | 5,520,465 | +4.6% | 0.65% | $183,831,476 |
| OpenArc Corporate Advisory, LLC | 124% | 5,321,220 | 0% | 2.9% | $177,196,632 |
| MML INVESTORS SERVICES, LLC | 121% | 5,187,871 | +20% | 0.42% | $172,756,119 |
| BANK OF AMERICA CORP /DE/ | 119% | 5,135,812 | 0.01% | $171,022,540 | |
| CWM, LLC | 119% | 5,120,639 | +5.6% | 0.46% | $170,517,000 |
| SAGESPRING WEALTH PARTNERS, LLC | 109% | 4,670,219 | 3.2% | $155,518,280 | |
| Cetera Investment Advisers | 100% | 4,303,094 | +13% | 0.16% | $143,293,013 |
| Janney Montgomery Scott LLC | 76% | 3,264,997 | +6.4% | 0.25% | $108,724,000 |
| NewEdge Advisors, LLC | 72% | 3,089,187 | +15% | 0.38% | $102,870,097 |
| Bank of New York Mellon Corp | 67% | 2,897,917 | +13% | 0.02% | $96,500,657 |
| RAYMOND JAMES FINANCIAL INC | 63% | 2,716,962 | +97% | 0.03% | $90,474,838 |
| COMMONWEALTH EQUITY SERVICES, LLC | 57% | 2,467,105 | +50% | 0.11% | $82,154,586 |
| SOFI WEALTH, LLC | 57% | 2,461,727 | +39% | 4.1% | $81,975,506 |
| OneDigital Investment Advisors LLC | 52% | 2,230,296 | +5.6% | 0.73% | $74,268,857 |
| Merit Financial Group, LLC | 50% | 2,167,273 | +31% | 0.58% | $72,170,216 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 50% | 2,147,987 | +11% | 0.94% | $71,527,965 |
| JB Capital LLC | 48% | 2,081,379 | +9.3% | 2.8% | $69,309,928 |
| Thrivent Financial for Lutherans | 46% | 1,961,356 | +32% | 0.12% | $65,867,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 255,213,454 | $8,501,573,608 | +$2,192,705,765 | $33.30 | 490 |
| 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 |