Ishrs AI in and Tech Act ETFBAIETF
13F holders, Q4 2025 (December 31)511holders +125
102new positions
15sold out
3famous investors
$33.31avg. 13F price*
At the end of Q4 2025, 511 institutions reported holding Ishrs AI in and Tech Act ETF (BAI) in their 13F filings, up 125 from Q3 2025. 102 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), LPL Financial LLC ($779.4M) and JPMorgan Chase & Co. ($540.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ishrs AI in and Tech Act ETF
- Filed as
- BLACKROCK ETF TRUST (Q4 2025)
- CUSIP
- 09290C780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $969.0M |
| Exits | 15 | $7.4M |
All 13F filers, Q3 2025 → Q4 2025: 66,775,726 shares bought and 690,031 shares sold, net +66,085,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| Envestnet Asset Management Inc. | 0.57% | Add +2.5% | 57,880,516 | $1.9B |
| LPL Financial LLC | 0.21% | Add +17.8% | 23,406,351 | $779.4M |
| JPMorgan Chase & Co. | 0.04% | Add +89.3% | 16,235,223 | $540.6M |
| Dynasty Wealth Management, LLC | 3.90% | New | 11,940,004 | $397.6M |
| Morgan Stanley | 0.01% | Add +40.2% | 6,893,721 | $229.6M |
| Ameriprise Financial Inc. | 0.05% | Add +152.2% | 6,848,004 | $228.0M |
| Park Avenue Securities LLC | 1.62% | Add +9.4% | 5,733,012 | $190.9M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Add +4.6% | 5,520,465 | $183.8M |
| OpenArc Corporate Advisory, LLC | 2.93% | — | 5,321,220 | $177.2M |
| MML Investors Services, LLC | 0.42% | Add +19.6% | 5,187,871 | $172.8M |
| Bank of America Corp. | 0.01% | New | 5,135,812 | $171.0M |
| Cwm, LLC | 0.46% | Add +5.6% | 5,120,639 | $170.5M |
| Sagespring Wealth Partners, LLC | 2.83% | New | 4,670,219 | $155.5M |
| Cetera Investment Advisers | 0.16% | Add +12.6% | 4,303,094 | $143.3M |
| Janney Montgomery Scott LLC | 0.25% | Add +6.4% | 3,264,997 | $108.7M |
| NewEdge Advisors, LLC | 0.37% | Add +15.1% | 3,089,187 | $102.9M |
| Bank of New York Mellon Corp | 0.02% | Add +13.3% | 2,897,917 | $96.5M |
| Raymond James Financial Inc. | 0.03% | Add +96.8% | 2,716,962 | $90.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +50.3% | 2,467,105 | $82.2M |
| Sofi Wealth, LLC | 4.09% | Add +39.5% | 2,461,727 | $82.0M |
| OneDigital Investment Advisors LLC | 0.73% | Add +5.6% | 2,230,296 | $74.3M |
| Merit Financial Group, LLC | 0.58% | Add +30.6% | 2,167,273 | $72.2M |
| Foundations Investment Advisors, LLC | 0.94% | Add +11.4% | 2,147,987 | $71.5M |
| JB Capital LLC | 2.83% | Add +9.3% | 2,081,379 | $69.3M |
| Thrivent Financial for Lutherans | 0.12% | Add +32.5% | 1,961,356 | $65.9M |
| Advocacy Wealth Management, LLC | 2.16% | Add +9.1% | 1,548,340 | $51.6M |
| Stifel Financial Corp. | 0.05% | Add +16.3% | 1,547,595 | $51.5M |
| United Capital Financial Advisors, LLC | 0.30% | Add +3.7% | 1,491,523 | $49.7M |
| Sanctuary Advisors, LLC | 0.27% | Add +15.7% | 1,483,384 | $49.4M |
| Destination Wealth Management | 1.22% | New | 1,401,203 | $46.7M |
| BlackRock, Inc. | 0.00% | Add +41.2% | 1,294,007 | $43.1M |
| Abundance Wealth Counselors | 6.19% | Reduce -0.0% | 1,100,684 | $36.7M |
| Osaic Holdings, Inc. | 0.05% | Add +87.2% | 1,060,667 | $35.3M |
| Parcion Private Wealth LLC | 2.10% | Reduce -1.9% | 1,034,774 | $34.5M |
| Quotient Wealth Partners, LLC | 0.87% | New | 982,631 | $32.7M |
| Ascent Group, LLC | 1.05% | Add +7.5% | 925,958 | $30.8M |
| AE Wealth Management LLC | 0.18% | Add +7.3% | 924,917 | $30.8M |
| Austin Private Wealth, LLC | 2.11% | Add +4.6% | 845,384 | $28.2M |
| Atria Investments, Inc | 0.30% | Add +9.4% | 799,210 | $26.6M |
| Integrity Alliance, Llc. | 0.96% | Add +68.5% | 788,337 | $26.3M |
| Integrated Wealth Concepts LLC | 0.31% | Add +61.8% | 777,441 | $25.9M |
| Royal Bank of Canada | 0.00% | Add +36.7% | 753,054 | $25.1M |
| CreativeOne Wealth, LLC | 0.61% | Add +8.3% | 752,544 | $25.1M |
| UBS Group AG | 0.00% | Add +149.0% | 682,077 | $22.7M |
| Truist Financial Corp. | 0.03% | Add +7.4% | 674,713 | $22.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.32% | Add +25.5% | 664,625 | $22.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +29.0% | 657,345 | $21.9M |
| Icon Wealth Advisors, LLC | 1.37% | Add +7.1% | 616,023 | $20.5M |
| Mariner, LLC | 0.02% | Add +112.9% | 595,021 | $19.8M |
| US Bancorp \de | 0.02% | Add +7.0% | 590,868 | $19.7M |
| Sharkey, Howes & Javer | 2.41% | Add +6.9% | 570,464 | $19.0M |
| IHT Wealth Management, LLC | 0.44% | Add +52.1% | 538,317 | $17.9M |
| Mgo One Seven LLC | 0.36% | Add +65.0% | 522,878 | $17.4M |
| Scarborough Advisors, LLC | 2.87% | Add +4.5% | 510,319 | $17.0M |
| Patton Albertson Miller Group, LLC | 1.97% | New | 503,874 | $16.8M |
| Shepherd Financial Partners LLC | 1.54% | Add +11.5% | 498,801 | $16.6M |
| Equitable Holdings, Inc. | 0.11% | Add +43.1% | 484,232 | $16.1M |
| CFS Investment Advisory Services, LLC | 1.16% | Add +9.3% | 476,279 | $15.9M |
| West Wealth Group, LLC | 3.24% | Add +10.8% | 468,407 | $15.6M |
| MA Private Wealth | 2.50% | New | 450,128 | $15.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +23.9% | 450,121 | $15.0M |
| Horst & Graben Wealth Management LLC | 2.26% | Add +4.6% | 449,270 | $15.0M |
| SteelPeak Wealth, LLC | 0.48% | Reduce -2.8% | 438,293 | $14.6M |
| Stone House Investment Management, LLC | 2.19% | Add +1.0% | 424,480 | $14.1M |
| KWB Wealth | 1.33% | Add +107.3% | 422,954 | $14.1M |
| Centerline Wealth Advisors, LLC | 5.01% | New | 415,575 | $13.8M |
| Tsfg, LLC | 2.04% | Add +68.8% | 410,352 | $13.7M |
| Private Advisor Group, LLC | 0.06% | Add +67.8% | 409,014 | $13.6M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +17.4% | 396,234 | $13.2M |
| Triad Wealth Partners, LLC | 1.23% | Add +32.5% | 389,258 | $13.0M |
| High Falls Advisors, Inc | 2.61% | Add +14.2% | 386,610 | $12.9M |
| Unique Wealth, LLC | 1.76% | New | 378,295 | $12.6M |
| Physician Wealth Advisors, Inc. | 1.71% | Add +8.5% | 369,035 | $12.3M |
| Security Financial Services, INC. | 1.90% | Add +7.9% | 363,172 | $12.1M |
| Keystone Financial Group | 0.89% | Add +34.0% | 359,189 | $12.0M |
| Eq LLC | 3.45% | Add +27.0% | 359,082 | $12.0M |
| NorthRock Partners, LLC | 0.20% | Add +115.0% | 354,467 | $11.8M |
| Tennessee Valley Asset Management Partners | 1.50% | Add +6.6% | 346,888 | $11.6M |
| Perennial Investment Advisors, LLC | 0.91% | Add +59.0% | 344,594 | $11.5M |
| Stokes Family Office, LLC | 1.01% | New | 332,388 | $11.1M |
| McMorgan & Co. LLC | 1.80% | Add +4.7% | 327,075 | $10.9M |
| Kelly Financial Services LLC | 2.70% | Add +8.2% | 323,351 | $10.8M |
| Farther Finance Advisors, LLC | 0.12% | Add +59.8% | 322,376 | $10.7M |
| PAX Financial Group, LLC | 1.85% | Add +14.9% | 321,754 | $10.7M |
| Strategic Blueprint, LLC | 0.62% | Add +21.0% | 313,574 | $10.4M |
| One Wealth Advisors, LLC | 1.27% | Add +10.5% | 311,303 | $10.4M |
| Blue Edge Capital, LLC | 1.39% | New | 311,086 | $10.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.24% | — | 309,850 | $10.3M |
| Beacon Financial Group | 0.99% | Add +11.1% | 297,988 | $9.9M |
| Buttonwood Financial Group, LLC | 5.23% | Reduce -34.7% | 286,881 | $9.8M |
| Trek Financial, LLC | 0.56% | Add +7.1% | 291,996 | $9.7M |
| Wealth Alliance, LLC | 0.91% | Add +16.6% | 279,103 | $9.3M |
| Midwest Capital Advisors, LLC | 4.29% | Add +9.8% | 269,016 | $9.0M |
| Global Retirement Partners, LLC | 0.16% | Add +61.5% | 268,415 | $8.9M |
| Arax Advisory Partners | 0.26% | New | 267,829 | $8.9M |
| Almanack Investment Partners, LLC. | 1.50% | Add +2.6% | 264,357 | $8.8M |
| ONE Advisory Partners, LLC | 2.65% | Add +6.4% | 263,590 | $8.8M |
| Detalus Advisors, LLC | 2.13% | Reduce -0.3% | 262,184 | $8.7M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Add +90.8% | 259,744 | $8.6M |
| Swmg, LLC | 2.36% | Add +9.1% | 247,031 | $8.5M |
"% 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.