Ishrs AI in and Tech Act ETFBAIETF

13F holders, Q2 2025 (June 30)
280holders +253
254new positions
2sold out
$28.88avg. 13F price*

At the end of Q2 2025, 280 institutions reported holding Ishrs AI in and Tech Act ETF (BAI) in their 13F filings, up 253 from Q1 2025. 254 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($633.9M), LPL Financial LLC ($219.1M) and JPMorgan Chase & Co. ($113.6M).

Company
Ishrs AI in and Tech Act ETF
Filed as
BLACKROCK ETF TRUST (Q2 2025)
CUSIP
09290C780
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q4 2024: 9Q4 2024Q1 2025: 27Q1 2025Q2 2025: 280Q2 2025Q3 2025: 386Q3 2025Q4 2025: 511Q4 2025Q1 2026: 544Q1 2026Q2 2026: 663Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions254$1.6B
Exits2$709K

All 13F filers, Q1 2025 → Q2 2025: 67,783,465 shares bought and 415,773 shares sold, net +67,367,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 280 holders

Envestnet Asset Management Inc. 0.18% New 21,973,766 $633.9M
LPL Financial LLC 0.07% Add +2433.8% 7,593,595 $219.1M
JPMorgan Chase & Co. 0.01% Add +3613012.8% 3,938,293 $113.6M
Cwm, LLC 0.27% New 2,634,012 $76.0M
Envestnet Portfolio Solutions, Inc. 0.23% New 2,189,223 $63.2M
Morgan Stanley 0.00% New 1,827,247 $52.7M
MML Investors Services, LLC 0.15% New 1,746,655 $50.4M
OneDigital Investment Advisors LLC 0.37% New 1,150,453 $33.2M
Parcion Private Wealth LLC 2.19% New 1,063,208 $30.7M
NewEdge Advisors, LLC 0.15% Add +335197.7% 1,022,658 $29.5M
Abundance Wealth Counselors 5.36% Add +2.1% 992,904 $28.6M
Bank of New York Mellon Corp 0.01% New 991,219 $28.6M
Foundations Investment Advisors, LLC 0.42% New 924,155 $26.7M
Cetera Investment Advisers 0.04% New 871,685 $25.1M
Janney Montgomery Scott LLC 0.06% New 831,760 $24.0M
JB Capital LLC 1.11% New 790,720 $22.8M
Advocacy Wealth Management, LLC 1.24% New 697,617 $20.1M
Sanctuary Advisors, LLC 0.12% New 667,493 $19.3M
Merit Financial Group, LLC 0.21% New 658,567 $19.0M
Commonwealth Equity Services, LLC 0.02% New 577,916 $16.7M
United Capital Financial Advisors, LLC 0.13% New 558,486 $16.1M
Stifel Financial Corp. 0.01% New 470,053 $13.6M
Ascent Group, LLC 0.52% New 459,952 $13.3M
Austin Private Wealth, LLC 0.89% New 391,384 $11.3M
AE Wealth Management LLC 0.08% New 375,310 $10.8M
CreativeOne Wealth, LLC 0.26% New 344,995 $10.0M
Integrated Wealth Concepts LLC 0.08% New 275,467 $7.9M
Atria Investments, Inc 0.09% New 268,193 $7.7M
Truist Financial Corp. 0.01% New 261,510 $7.5M
Shepherd Financial Partners LLC 0.77% New 253,799 $7.3M
Ewa, LLC 2.14% New 235,893 $6.8M
Sharkey, Howes & Javer 0.87% New 225,104 $6.5M
Osaic Holdings, Inc. 0.01% Add +4253.7% 219,035 $6.3M
US Bancorp \de 0.01% New 218,348 $6.3M
CFS Investment Advisory Services, LLC 0.51% New 216,193 $6.2M
Scarborough Advisors, LLC 1.23% New 215,020 $6.2M
Cambridge Investment Research Advisors, Inc. 0.02% New 210,352 $6.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.39% New 204,719 $5.9M
Security Financial Services, INC. 1.02% New 199,923 $5.8M
Icon Wealth Advisors, LLC 0.41% New 198,976 $5.7M
Raymond James Financial Inc. 0.00% New 193,875 $5.6M
Mariner, LLC 0.01% New 184,211 $5.3M
Kelly Financial Services LLC 1.55% New 182,257 $5.3M
SteelPeak Wealth, LLC 0.20% New 173,657 $5.0M
West Wealth Group, LLC 1.23% New 156,642 $4.9M
Resolute Wealth Advisor, Inc. 2.79% — 148,946 $4.9M
Eq LLC 1.87% New 167,032 $4.8M
Horst & Graben Wealth Management LLC 0.77% New 162,181 $4.7M
Jane Street Group, LLC 0.01% New 160,000 $4.6M
Horizon Wealth Management, LLC 0.80% New 158,555 $4.6M
ONE Advisory Partners, LLC 1.51% New 149,931 $4.5M
Strategic Blueprint, LLC 0.22% New 152,348 $4.4M
Avantax Advisory Services, Inc. 0.02% New 147,504 $4.3M
Integrity Alliance, Llc. 0.22% New 142,197 $4.1M
High Falls Advisors, Inc 0.90% New 141,420 $4.1M
Tsfg, LLC 0.72% New 138,429 $4.0M
Physician Wealth Advisors, Inc. 0.61% Add +25017.2% 135,633 $3.9M
StoneCrest Wealth Management, Inc. 1.85% Add +4.4% 134,866 $3.9M
Orion Porfolio Solutions, LLC 0.03% New 133,677 $3.9M
Triad Wealth Partners, LLC 0.78% New 133,092 $3.8M
Beacon Financial Group 0.39% New 130,833 $3.8M
Avid Wealth Partners LLC 2.15% New 130,002 $3.8M
Equitable Holdings, Inc. 0.03% New 124,374 $3.6M
Midwest Capital Advisors, LLC 1.85% New 121,771 $3.5M
Wealth Alliance, LLC 0.39% New 120,799 $3.5M
Blue Trust, Inc. 0.04% New 116,850 $3.4M
One Wealth Advisors, LLC 0.46% New 115,742 $3.3M
Atria Wealth Solutions, Inc. 0.07% New 114,539 $3.3M
Detalus Advisors, LLC 0.94% New 112,559 $3.2M
Private Advisor Group, LLC 0.02% New 111,948 $3.2M
Keystone Financial Services 1.07% New 108,786 $3.1M
Cypress Wealth Services, LLC 0.56% New 107,993 $3.1M
Cardinal Strategic Wealth Guidance 0.89% New 107,032 $3.1M
Advisory Services Network, LLC 0.05% New 96,102 $3.0M
Perennial Investment Advisors, LLC 0.29% New 101,984 $2.9M
PAX Financial Group, LLC 0.55% New 100,485 $2.9M
Swmg, LLC 0.90% New 87,822 $2.7M
Trek Financial, LLC 0.18% New 92,558 $2.7M
TSA Wealth Managment LLC 0.97% New 92,506 $2.7M
VestGen Advisors, LLC 0.10% New 84,494 $2.6M
Kilter Group LLC 1.36% New 89,622 $2.6M
Invst, LLC 0.32% New 89,527 $2.6M
Good Life Advisors, LLC 0.16% New 88,786 $2.6M
Bush Investment Group, LLC 1.67% New 85,978 $2.5M
Rothschild Wealth LLC 0.59% New 83,379 $2.4M
Signet Financial Management, LLC 0.30% New 82,590 $2.4M
Keeler & Nadler Financial Planning & Wealth Management 0.95% New 82,084 $2.4M
ShoreHaven Wealth Partners, LLC 0.96% New 81,412 $2.3M
Integras Partners LLC 2.51% New 81,012 $2.3M
Royal Bank of Canada 0.00% Add +34061.3% 78,571 $2.3M
Assetmark, Inc. 0.01% New 78,546 $2.3M
Steward Partners Investment Advisory, LLC 0.02% New 78,136 $2.3M
U.S. Capital Wealth Advisors, LLC 0.06% New 75,471 $2.2M
Marks Group Wealth Management, Inc 0.20% New 74,676 $2.2M
Kestra Advisory Services, LLC 0.01% New 74,568 $2.2M
Brookstone Capital Management 0.03% New 72,786 $2.1M
Farther Finance Advisors, LLC 0.04% New 72,187 $2.1M
Regal Investment Advisors LLC 0.15% New 71,624 $2.1M
First Horizon Advisors, Inc. 0.05% New 70,363 $2.0M
Tidemark, LLC 0.65% New 69,869 $2.0M
Bay Harbor Wealth Management, LLC 0.58% New 69,301 $2.0M
WealthShield Partners, LLC 0.23% New 66,507 $1.9M
Patriot Financial Group Insurance Agency, LLC 0.21% Add +34.8% 64,403 $1.9M
Snowden Capital Advisors LLC 0.05% New 63,888 $1.8M
Liberty Wealth Management LLC 0.29% New 63,541 $1.8M
Hobbs Wealth Management, LLC 1.66% New 60,443 $1.7M
Sovran Advisors, LLC 0.18% New 60,182 $1.7M
Vertex Planning Partners, LLC 0.36% New 59,582 $1.7M
&partners 0.01% New 57,660 $1.7M
Independent Financial Group, LLC 0.05% New 57,797 $1.7M
GTS Securities LLC 0.07% New 57,390 $1.7M
Mayflower Financial Advisors, LLC 0.23% New 57,262 $1.7M
SWP Financial LLC 0.89% New 56,407 $1.6M
Capital Analysts, LLC 0.05% New 56,239 $1.6M
Keebeck Wealth Management 0.21% New 56,010 $1.6M
Maia Wealth LLC 0.31% New 55,936 $1.6M
Cobblestone Asset Management LLC 0.85% New 55,763 $1.6M
Simplicity Wealth,LLC 0.07% New 55,152 $1.6M
Quadrant Private Wealth Management, LLC 0.32% New 54,253 $1.6M
Apeiron RIA LLC 0.40% New 54,052 $1.6M
Global Retirement Partners, LLC 0.04% — 51,763 $1.5M
Certus Wealth Management, LLC 0.95% New 50,898 $1.5M
SigFig Wealth Management, LLC 0.05% New 50,665 $1.5M
Twin Peaks Wealth Advisors, LLC 0.47% New 44,438 $1.4M
M1 Capital Management LLC 0.72% New 49,681 $1.4M
Principal Securities, Inc. 0.03% New 49,519 $1.4M
RFG Advisory, LLC 0.03% New 48,807 $1.4M
Focus Financial Network, Inc. 0.05% New 47,556 $1.4M
Spectrum Planning & Advisory Services Inc. 0.87% New 46,523 $1.3M
True Vision MN LLC 0.69% New 43,452 $1.3M
Ashton Thomas Securities, LLC 0.29% New 41,400 $1.2M
Endeavor Private Wealth, Inc. 0.55% New 40,259 $1.2M
Susquehanna International Group, LLP 0.00% New 39,804 $1.1M
Lifelong Wealth Advisors, Inc. 0.38% New 39,634 $1.1M
Berbice Capital Management LLC 0.77% New 38,195 $1.1M
Tradition Wealth Management, LLC 0.09% New 38,174 $1.1M
Gen-Wealth Partners Inc 0.42% New 38,112 $1.1M
One Wealth Capital Management, LLC 0.48% New 35,218 $1.0M
Global Wealth Strategies & Associates 0.28% New 34,494 $995K
Mutual Advisors, LLC 0.02% Add +33.3% 32,411 $989K
Modern Wealth Management, LLC 0.02% New 34,152 $985K
May Hill Capital, LLC 0.32% New 33,416 $964K
Elevation Point Wealth Partners, LLC 0.07% New 31,299 $903K
BlackRock, Inc. 0.00% Reduce -92.2% 31,181 $900K
Barnes Wealth Management Group, Inc 0.50% New 29,301 $845K
BlackDiamond Wealth Management, LLC 0.48% New 29,340 $828K
Csenge Advisory Group 0.04% New 31,794 $823K
Mgo One Seven LLC 0.03% New 28,480 $822K
Lantz Financial LLC 0.20% New 28,012 $808K
Hoxton Planning & Management, LLC 0.27% New 27,408 $791K
Gateway Wealth Partners, LLC 0.15% New 27,255 $786K
Theory Financial LLC 0.29% New 24,304 $759K
Old Mission Capital LLC 0.02% New 26,115 $753K
Ashton Thomas Private Wealth, LLC 0.03% New 26,084 $753K
Baird Financial Group, Inc. 0.00% New 25,359 $732K
Apollon Wealth Management, LLC 0.01% New 25,306 $730K
IFP Advisors, Inc 0.02% New 24,954 $720K
Firethorn Wealth Partners, LLC 0.31% New 24,531 $708K
Avidian Wealth Enterprises, LLC 0.03% New 23,769 $686K
Vestmark Advisory Solutions, Inc. 0.01% New 23,250 $671K
Benjamin Edwards Inc. 0.01% New 22,633 $653K
Davis Wealth Advisors, LLC 0.68% New 22,352 $645K
My Legacy Advisors, LLC 0.22% New 21,439 $622K
Centurion Wealth Management LLC 0.18% New 21,507 $620K
Wealthgarden F.S. LLC 0.51% New 19,696 $615K
PFG Advisors 0.03% New 20,933 $604K
Fullcircle Wealth LLC 0.22% New 19,254 $600K
Flagship Harbor Advisors, LLC 0.03% New 20,710 $597K
CoreCap Advisors, LLC 0.02% New 20,479 $591K
Redwood Investment Management, LLC 0.06% New 20,174 $582K
Shared Vision Wealth Group LLC 0.28% New 17,915 $559K
B. Riley Wealth Advisors, Inc. 0.03% New 19,113 $551K
J.W. Cole Advisors, Inc. 0.01% New 18,928 $546K
IFG Advisory, LLC 0.03% New 18,906 $545K
RCS Financial Planning, LLC 0.26% New 18,398 $531K
HighTower Advisors, LLC 0.00% New 18,368 $530K
Blalock Williams, LLC 0.53% New 18,325 $529K
Commonwealth Retirement Investments LLC 0.20% New 17,868 $515K
Stephen J. Garry & Associates, LLC 0.43% New 17,445 $503K
Interchange Capital Partners, LLC 0.11% New 17,126 $492K
Retirement Wealth Solutions LLC 0.35% New 16,801 $485K
Concurrent Investment Advisors, LLC 0.01% New 16,797 $485K
WealthPLAN Partners, LLC 0.08% New 16,793 $484K
Tradewinds, LLC. 0.35% New 16,000 $462K
Merkkuri Wealth Advisors LLC 0.35% New 16,000 $462K
Mark Sheptoff Financial Planning, LLC 0.25% Add +19.4% 15,980 $461K
Regimen Wealth, LLC 0.14% New 15,888 $458K
Vantage Point Financial LLC 0.20% New 15,809 $456K
Northwest Capital Management Inc 0.24% New 15,542 $448K
Creative Financial Designs Inc. 0.03% New 15,320 $442K
First Heartland Consultants, Inc. 0.04% New 14,754 $426K
BridgePort Financial Solutions, LLC 0.14% New 14,277 $412K
FFG Retirement Advisors LLC 0.25% New 13,624 $393K
Sutton Place Investors LLC 0.23% New 13,468 $389K
W Advisors, LLC 0.22% New 13,292 $383K
LifePlan Investment Advisors, Inc. 0.19% New 13,047 $376K
Nwam LLC 0.02% New 11,393 $356K
Raleigh Capital Management Inc. 0.15% New 12,178 $351K
Brookwood Investment Group LLC 0.06% New 12,147 $350K
Clearview Wealth Advisors LLC 0.24% New 12,053 $348K
Bramshill Investments, LLC 0.04% New 12,000 $346K
Transcend Capital Advisors, LLC 0.03% New 11,974 $345K
WealthTrak Capital Management LLC 0.27% New 11,391 $329K
Elios Financial Group Inc. 0.15% New 11,092 $320K
World Investment Advisors 0.01% New 10,918 $315K
Signal Advisors Wealth, LLC 0.02% New 10,647 $307K
Keystone Financial Group 0.03% New 10,637 $307K
Maripau Wealth Management LLC 0.15% New 10,645 $306K
United Advisor Group, LLC 0.05% New 10,104 $292K
Harbour Investments, Inc. 0.01% New 9,972 $288K
Absolute Capital Management, LLC 0.14% New 9,836 $284K
Verus Capital Partners, LLC 0.03% New 9,725 $281K
Diversify Advisory Services, LLC 0.01% New 8,673 $280K
Sigma Planning Corp 0.01% New 9,644 $278K
Robertson Stephens Wealth Management, LLC 0.01% New 9,032 $261K
Apex Wealth Management, LLC 0.21% New 9,013 $260K
Financial Advocates Investment Management 0.02% New 8,965 $259K
BCU Wealth Advisors, LLC 0.11% New 8,754 $253K
Accelerate Investment Advisors LLC 0.18% New 8,465 $244K
IPG Investment Advisors LLC 0.05% New 8,250 $238K
Atlatl Advisers LLC 0.11% New 8,212 $237K
Perigon Wealth Management, LLC 0.01% New 8,200 $237K
Semmax Financial Advisors Inc. 0.06% New 7,409 $235K
Tempus Wealth Planning, LLC 0.06% New 7,851 $227K
Advus Financial Partners, LLC 0.06% New 7,715 $223K
Betterment LLC 0.00% New 7,587 $219K
B.O.S.S. Retirement Advisors, LLC 0.05% New 7,547 $218K
Catalina Capital Group, LLC 0.15% New 7,512 $217K
MKT Advisors LLC 0.08% New 7,577 $214K
Two West Capital Advisors LLC 0.14% New 6,982 $213K
Kickstand Ventures, Llc. 0.05% New 7,368 $213K
Beacon Financial Advisory LLC 0.05% New 7,361 $212K
Resurgent Financial Advisors LLC 0.12% New 7,317 $211K
DAVENPORT & Co LLC 0.00% New 7,284 $210K
Belvedere Trading LLC 0.02% New 7,194 $208K
GeoWealth Management, LLC 0.01% New 7,173 $207K
Comerica Bank 0.00% New 7,095 $205K
FWG Investments, LLC. 0.16% New 7,073 $204K
EP Wealth Advisors, LLC 0.00% New 7,069 $204K
Smartleaf Asset Management LLC 0.02% New 7,097 $204K
Investor's Fiduciary Advisor Network, LLC 0.08% New 7,038 $203K
Spire Wealth Management 0.01% New 6,987 $202K
Edmond DE Rothschild Holding S.A. 0.00% No change 6,960 $201K
LGT Financial Advisors LLC 0.51% New 6,947 $200K
RDA Financial Network 0.05% New 6,940 $200K
Transce3nd, LLC 0.08% New 6,896 $199K
ORG Partners LLC 0.04% New 6,974 $197K
Sound Income Strategies, LLC 0.01% New 6,575 $190K
Sunbelt Securities, Inc. 0.01% Reduce -63.4% 6,050 $164K
Crowley Wealth Management, Inc. 0.12% Add +104.3% 4,700 $136K
Private Trust Co. NA 0.01% New 4,401 $127K
EverSource Wealth Advisors, LLC 0.01% New 4,121 $119K
Golden State Wealth Management, LLC 0.01% New 3,576 $103K
Parallel Advisors, LLC 0.00% New 2,316 $67K
Cape Investment Advisory, Inc. 0.02% Add +21550.0% 2,165 $62K
New Republic Capital, LLC 0.02% New 2,086 $60K
JFS Wealth Advisors, LLC 0.00% No change 1,509 $44K
Fifth Third Bancorp 0.00% New 1,486 $43K
Financial Management Professionals, Inc. 0.00% Reduce -81.0% 957 $28K
AdvisorNet Financial, Inc 0.00% New 895 $26K
Harbor Investment Advisory, LLC 0.00% New 887 $26K
Simplex Trading, LLC 0.00% New 827 $23K
Aptus Capital Advisors, LLC 0.00% Add +65.7% 711 $21K
Salomon & Ludwin, LLC 0.00% No change 654 $19K
Quest 10 Wealth Builders, Inc. 0.01% New 523 $15K
Team Financial Group, LLC 0.01% New 512 $15K
Roble, Belko & Company, Inc 0.00% New 363 $10K
Comprehensive Financial Planning, Inc. 0.01% No change 329 $9K
Cornerstone Planning Group LLC 0.00% New 257 $8K
Guardian Wealth Advisors, LLC / NC 0.00% Add +536.4% 210 $6K
Arax Advisory Partners 0.00% New 207 $6K
Wells Fargo & Company 0.00% New 180 $5K
MAI Capital Management 0.00% No change 170 $5K
TD Waterhouse Canada Inc. 0.00% No change 170 $5K
Clearstead Advisors, LLC 0.00% New 142 $4K
Northwestern Mutual Wealth Management Co. 0.00% New 107 $3K
Asset Dedication, LLC 0.00% New 50 $1K
Bank of America Corp. 0.00% New 41 $1K
Eastern Bank 0.00% New 35 $1K
Proathlete Wealth Management LLC 0.00% Add +160.0% 13 $375

"% of holder's portfolio" is BAI's weight in each manager's 13F, not the share of Ishrs AI in and Tech Act ETF the manager owns.