Ishrs AI in and Tech Act ETFBAIETF

13F holders, Q3 2025 (September 30)
386holders +106
124new positions
16sold out
3famous investors
$34.17avg. 13F price*

At the end of Q3 2025, 386 institutions reported holding Ishrs AI in and Tech Act ETF (BAI) in their 13F filings, up 106 from Q2 2025. 124 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), LPL Financial LLC ($678.7M) and JPMorgan Chase & Co. ($293.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Ishrs AI in and Tech Act ETF
Filed as
BLACKROCK ETF TRUST (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions124$559.7M
Exits16$9.4M

All 13F filers, Q2 2025 → Q3 2025: 115,233,270 shares bought and 516,824 shares sold, net +114,716,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 386 holders

Envestnet Asset Management Inc. 0.55% Add +156.9% 56,450,098 $1.9B
LPL Financial LLC 0.20% Add +161.7% 19,869,469 $678.7M
JPMorgan Chase & Co. 0.02% Add +117.8% 8,576,103 $293.0M
Envestnet Portfolio Solutions, Inc. 0.66% Add +141.1% 5,278,296 $180.3M
Park Avenue Securities LLC 1.40% New 5,241,802 $179.1M
Morgan Stanley 0.01% Add +169.2% 4,918,387 $168.0M
Cwm, LLC 0.50% Add +84.1% 4,850,165 $165.7M
MML Investors Services, LLC 0.40% Add +148.3% 4,336,683 $148.1M
Cetera Investment Advisers 0.15% Add +338.4% 3,821,088 $130.5M
Janney Montgomery Scott LLC 0.25% Add +269.0% 3,069,273 $104.8M
Ameriprise Financial Inc. 0.02% New 2,715,184 $92.6M
NewEdge Advisors, LLC 0.42% Add +162.3% 2,682,911 $91.6M
Bank of New York Mellon Corp 0.02% Add +158.2% 2,558,899 $87.4M
OneDigital Investment Advisors LLC 0.74% Add +83.6% 2,112,531 $72.2M
Foundations Investment Advisors, LLC 0.96% Add +108.6% 1,927,784 $65.9M
JB Capital LLC 2.80% Add +140.7% 1,903,468 $65.0M
Sofi Wealth, LLC 3.25% New 1,764,821 $60.3M
Merit Financial Group, LLC 0.52% Add +152.0% 1,659,696 $56.7M
Commonwealth Equity Services, LLC 0.07% Add +184.1% 1,641,956 $56.1M
Thrivent Financial for Lutherans 0.10% New 1,480,862 $50.6M
United Capital Financial Advisors, LLC 0.35% Add +157.4% 1,437,706 $49.1M
Advocacy Wealth Management, LLC 2.10% Add +103.5% 1,419,581 $48.5M
Raymond James Financial Inc. 0.02% Add +612.3% 1,380,935 $47.2M
Stifel Financial Corp. 0.04% Add +183.2% 1,331,152 $45.5M
Sanctuary Advisors, LLC 0.25% Add +92.1% 1,282,076 $43.8M
Abundance Wealth Counselors 6.45% Add +10.9% 1,101,040 $37.6M
Parcion Private Wealth LLC 2.25% Reduce -0.7% 1,055,332 $36.1M
BlackRock, Inc. 0.00% Add +2838.4% 916,210 $31.3M
AE Wealth Management LLC 0.19% Add +129.7% 862,073 $29.4M
Ascent Group, LLC 1.04% Add +87.3% 861,242 $29.4M
Austin Private Wealth, LLC 2.13% Add +106.5% 808,394 $27.6M
Atria Investments, Inc 0.29% Add +172.5% 730,741 $25.0M
CreativeOne Wealth, LLC 0.58% Add +101.5% 695,187 $23.7M
Truist Financial Corp. 0.03% Add +140.3% 628,457 $21.5M
Icon Wealth Advisors, LLC 1.33% Add +189.2% 575,373 $19.7M
US Bancorp \de 0.02% Add +153.0% 552,405 $18.9M
Royal Bank of Canada 0.00% Add +601.3% 550,998 $18.8M
Osaic Holdings, Inc. 0.03% Add +158.7% 566,594 $18.7M
Sharkey, Howes & Javer 2.34% Add +137.1% 533,642 $18.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.05% Add +158.7% 529,670 $18.1M
Cambridge Investment Research Advisors, Inc. 0.05% Add +142.3% 509,698 $17.4M
Scarborough Advisors, LLC 2.94% Add +127.1% 488,258 $16.7M
Integrated Wealth Concepts LLC 0.15% Add +74.5% 480,622 $16.4M
Integrity Alliance, Llc. 0.75% Add +229.1% 467,976 $16.0M
CFS Investment Advisory Services, LLC 1.15% Add +101.5% 435,621 $15.6M
SteelPeak Wealth, LLC 0.52% Add +159.7% 451,033 $15.4M
Shepherd Financial Partners LLC 1.45% Add +76.2% 447,278 $15.3M
Buttonwood Financial Group, LLC 6.59% New 439,254 $15.3M
West Wealth Group, LLC 3.33% Add +169.9% 422,753 $14.8M
Horst & Graben Wealth Management LLC 2.24% Add +164.9% 429,644 $14.7M
Stone House Investment Management, LLC 2.42% New 420,411 $14.4M
Steward Partners Investment Advisory, LLC 0.07% Add +365.0% 363,310 $12.4M
IHT Wealth Management, LLC 0.31% New 353,903 $12.1M
Physician Wealth Advisors, Inc. 1.65% Add +150.8% 340,204 $11.6M
High Falls Advisors, Inc 2.38% Add +139.3% 338,461 $11.6M
Equitable Holdings, Inc. 0.09% Add +172.1% 338,434 $11.6M
Orion Porfolio Solutions, LLC 0.09% Add +152.4% 337,463 $11.5M
Security Financial Services, INC. 1.86% Add +68.4% 336,654 $11.5M
Tennessee Valley Asset Management Partners 1.51% New 325,310 $11.1M
Mgo One Seven LLC 0.25% Add +1013.0% 316,982 $10.8M
McMorgan & Co. LLC 1.64% New 312,369 $10.7M
Kelly Financial Services LLC 2.64% Add +63.9% 298,746 $10.2M
Triad Wealth Partners, LLC 1.29% Add +120.7% 293,733 $10.0M
Eq LLC 3.28% Add +69.3% 282,773 $9.7M
One Wealth Advisors, LLC 1.21% Add +143.3% 281,611 $9.6M
PAX Financial Group, LLC 1.72% Add +178.7% 280,039 $9.6M
Mariner, LLC 0.01% Add +51.7% 279,500 $9.5M
UBS Group AG 0.00% New 273,885 $9.4M
Trek Financial, LLC 0.55% Add +194.6% 272,692 $9.3M
Beacon Financial Group 0.90% Add +105.0% 268,183 $9.2M
Keystone Financial Group 0.70% Add +2419.3% 267,974 $9.2M
Detalus Advisors, LLC 2.32% Add +133.5% 262,871 $9.0M
Strategic Blueprint, LLC 0.39% Add +70.1% 259,212 $8.9M
Almanack Investment Partners, LLC. 1.36% New 257,702 $8.8M
ONE Advisory Partners, LLC 2.69% Add +65.2% 247,733 $8.8M
Midwest Capital Advisors, LLC 4.04% Add +101.3% 245,065 $8.4M
Private Advisor Group, LLC 0.04% Add +117.7% 243,755 $8.3M
Tsfg, LLC 1.32% Add +75.7% 243,150 $8.3M
Wealth Alliance, LLC 0.84% Add +98.1% 239,316 $8.2M
Bush Investment Group, LLC 4.75% Add +173.2% 234,906 $8.0M
Blue Trust, Inc. 0.09% Add +98.7% 232,208 $7.9M
Legacy Financial Group LLC 1.04% New 232,043 $7.9M
Swmg, LLC 2.40% Add +157.9% 226,461 $7.9M
VestGen Advisors, LLC 0.26% Add +166.3% 225,019 $7.7M
Invst, LLC 0.85% Add +145.9% 220,151 $7.5M
Kilter Group LLC 3.56% Add +145.4% 219,950 $7.5M
Perennial Investment Advisors, LLC 0.61% Add +112.5% 216,722 $7.4M
ShoreHaven Wealth Partners, LLC 2.73% Add +165.5% 216,125 $7.4M
Cypress Wealth Services, LLC 1.18% Add +95.9% 211,561 $7.2M
Ewa, LLC 1.99% Reduce -11.0% 210,028 $7.2M
Brookstone Capital Management 0.08% Add +181.0% 204,504 $7.0M
Farther Finance Advisors, LLC 0.10% Add +179.6% 201,801 $6.9M
Advisory Services Network, LLC 0.10% Add +109.3% 201,186 $6.9M
Tidemark, LLC 1.99% Add +186.5% 200,204 $6.8M
Lineweaver Wealth Advisors, LLC 0.95% New 188,983 $6.5M
Keeler & Nadler Financial Planning & Wealth Management 2.32% Add +125.4% 184,991 $6.3M
Regal Investment Advisors LLC 0.40% Add +148.7% 178,110 $6.1M
Bay Harbor Wealth Management, LLC 1.63% Add +154.6% 176,404 $6.0M
&partners 0.04% Add +199.2% 172,492 $5.9M
KWB Wealth 0.65% New 203,987 $5.9M

"% 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.

Show all 386 holders