Ishrs AI in and Tech Act ETFBAIETF

13F holders, Q1 2026 (March 31)
544holders +33
73new positions
39sold out
4famous investors
$32.92avg. 13F price*

At the end of Q1 2026, 544 institutions reported holding Ishrs AI in and Tech Act ETF (BAI) in their 13F filings, up 33 from Q4 2025. 73 opened new positions and 39 sold out. The largest holders were Envestnet Asset Management Inc. ($2.2B), LPL Financial LLC ($901.7M) and Dynasty Wealth Management, LLC ($647.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions73$125.5M
Exits39$32.3M

All 13F filers, Q4 2025 → Q1 2026: 60,833,532 shares bought and 2,831,035 shares sold, net +58,002,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 544 holders

Envestnet Asset Management Inc. 0.59% Add +15.0% 66,537,668 $2.2B
LPL Financial LLC 0.24% Add +16.9% 27,365,121 $901.7M
Dynasty Wealth Management, LLC 5.65% Add +64.6% 19,651,117 $647.5M
JPMorgan Chase & Co. 0.04% Add +25.5% 20,369,595 $634.9M
Ameriprise Financial Inc. 0.07% Add +38.0% 9,448,464 $311.2M
Morgan Stanley 0.02% Add +31.9% 9,094,623 $299.7M
OpenArc Corporate Advisory, LLC 3.74% Add +49.0% 7,930,885 $261.3M
Sagespring Wealth Partners, LLC 4.47% Add +59.4% 7,445,617 $245.3M
Bank of America Corp. 0.02% Add +31.5% 6,752,705 $222.5M
Park Avenue Securities LLC 1.61% Add +8.8% 6,238,515 $205.6M
Cwm, LLC 0.49% Add +9.6% 5,610,905 $184.9M
Envestnet Portfolio Solutions, Inc. 1.02% Add +1.2% 5,585,010 $184.0M
MML Investors Services, LLC 0.48% Add +0.9% 5,232,572 $172.4M
Cetera Investment Advisers 0.17% Add +11.6% 4,800,643 $158.2M
Janney Montgomery Scott LLC 0.30% Add +14.0% 3,721,827 $122.6M
Raymond James Financial Inc. 0.04% Add +35.2% 3,672,660 $121.0M
NewEdge Advisors, LLC 0.39% Add +6.5% 3,290,414 $108.4M
Bank of New York Mellon Corp 0.02% Add +10.4% 3,198,581 $105.4M
Northwestern Mutual Wealth Management Co. 0.06% Add +97735.4% 2,837,228 $93.5M
Commonwealth Equity Services, LLC 0.13% Add +12.5% 2,775,736 $91.5M
OneDigital Investment Advisors LLC 0.86% Add +19.9% 2,674,692 $88.1M
Sofi Wealth, LLC 4.13% Add +5.7% 2,602,652 $85.8M
Merit Financial Group, LLC 0.62% Add +16.1% 2,517,315 $82.9M
Foundations Investment Advisors, LLC 0.99% Add +13.0% 2,427,719 $80.0M
JB Capital LLC 2.83% Add +2.0% 2,123,297 $70.0M
Stifel Financial Corp. 0.05% Add +9.9% 1,700,407 $56.0M
Advocacy Wealth Management, LLC 2.40% Add +6.4% 1,647,452 $54.3M
Sanctuary Advisors, LLC 0.29% Add +8.2% 1,605,454 $52.9M
Osaic Holdings, Inc. 0.08% Add +50.9% 1,600,978 $52.8M
Thrivent Financial for Lutherans 0.10% Reduce -19.2% 1,584,679 $51.8M
United Capital Financial Advisors, LLC 0.31% Add +1.6% 1,516,138 $49.7M
Destination Wealth Management 1.27% Add +5.5% 1,478,750 $48.7M
UBS Group AG 0.01% Add +82.2% 1,242,743 $40.9M
BlackRock, Inc. 0.00% Reduce -10.4% 1,158,944 $38.2M
Abundance Wealth Counselors 5.27% Add +1.2% 1,114,217 $36.7M
Royal Bank of Canada 0.01% Add +43.7% 1,081,802 $35.6M
Quotient Wealth Partners, LLC 0.91% Add +7.0% 1,051,252 $34.6M
AE Wealth Management LLC 0.18% Add +8.1% 999,677 $32.9M
Ascent Group, LLC 1.11% Add +5.1% 973,080 $32.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.77% Add +42.3% 945,924 $31.2M
Icon Wealth Advisors, LLC 1.94% Add +17.1% 721,285 $29.9M
Cerity Partners LLC 0.04% New 890,399 $29.3M
Atria Investments, Inc 0.33% Add +11.3% 889,500 $29.3M
Integrated Wealth Concepts LLC 0.23% Add +11.4% 865,863 $28.5M
Integrity Alliance, Llc. 1.06% Add +7.3% 845,898 $27.9M
CreativeOne Wealth, LLC 0.62% Add +7.6% 809,890 $26.7M
Truist Financial Corp. 0.03% Add +10.0% 742,434 $24.5M
Cambridge Investment Research Advisors, Inc. 0.06% Add +12.3% 738,319 $24.3M
Arax Advisory Partners 0.69% Add +175.1% 736,770 $24.3M
Assetmark, Inc. 0.05% Add +311.2% 732,673 $24.1M
Equitable Holdings, Inc. 0.15% Add +46.6% 709,777 $23.6M
Parcion Private Wealth LLC 1.46% Reduce -31.0% 714,233 $23.5M
IHT Wealth Management, LLC 0.52% Add +27.1% 683,919 $22.5M
Patton Albertson Miller Group, LLC 2.59% Add +31.4% 662,075 $21.8M
Tennessee Valley Asset Management Partners 2.79% Add +84.8% 641,141 $21.1M
Unique Wealth, LLC 2.89% Add +67.7% 634,211 $20.9M
Scarborough Advisors, LLC 2.26% Add +23.0% 627,606 $20.7M
Shepherd Financial Partners LLC 1.95% Add +24.9% 622,968 $20.5M
Mgo One Seven LLC 0.41% Add +18.4% 618,804 $20.4M
Horst & Graben Wealth Management LLC 2.77% Add +6.0% 476,114 $20.2M
Triad Wealth Partners, LLC 1.57% Add +54.7% 602,252 $19.8M
Sharkey, Howes & Javer 2.63% Add +4.0% 593,338 $19.6M
CFS Investment Advisory Services, LLC 1.34% Reduce -0.3% 475,072 $19.4M
Kestra Advisory Services, LLC 0.07% Add +166.9% 572,123 $18.9M
Wharton Business Group, LLC 0.69% New 556,675 $18.3M
Mariner, LLC 0.02% Reduce -7.3% 551,902 $18.2M
West Wealth Group, LLC 3.33% Add +9.1% 511,188 $16.8M
Steward Partners Investment Advisory, LLC 0.08% Add +11.9% 503,816 $16.6M
Centerline Wealth Advisors, LLC 5.68% Add +15.3% 479,288 $15.8M
Trek Financial, LLC 0.83% Add +62.5% 474,421 $15.6M
Stone House Investment Management, LLC 2.77% Add +10.7% 469,968 $15.5M
MA Private Wealth 2.61% Add +4.2% 469,158 $15.5M
Vestmark Advisory Solutions, Inc. 0.16% Add +492.1% 441,841 $14.6M
Private Advisor Group, LLC 0.07% Add +6.4% 435,284 $14.3M
Stratos Wealth Partners, LTD. 0.16% Add +92.1% 433,429 $14.3M
Orion Porfolio Solutions, LLC 0.12% Add +9.3% 432,972 $14.3M
Tsfg, LLC 2.14% Add +4.4% 428,244 $14.1M
KWB Wealth 1.37% Reduce -1.3% 417,288 $13.9M
SteelPeak Wealth, LLC 0.44% Reduce -3.8% 421,583 $13.9M
Keystone Financial Group 0.95% Add +16.6% 418,803 $13.8M
NorthRock Partners, LLC 0.22% Add +16.8% 414,031 $13.6M
Concurrent Investment Advisors, LLC 0.15% Add +86.1% 409,659 $13.5M
Capital Analysts, LLC 0.35% Add +115.6% 402,514 $13.3M
Perennial Investment Advisors, LLC 1.05% Add +15.8% 399,006 $13.1M
Jane Street Group, LLC 0.01% New 392,035 $12.9M
Gateway Wealth Partners, LLC 0.50% Add +375.1% 388,529 $12.8M
Eq LLC 3.59% Add +7.7% 386,872 $12.7M
Physician Wealth Advisors, Inc. 1.77% Add +4.7% 386,284 $12.7M
Security Financial Services, INC. 2.01% Add +6.0% 384,843 $12.7M
Storen Legacy Partners, LLC 3.84% New 372,014 $12.3M
Farther Finance Advisors, LLC 0.12% Add +11.5% 359,498 $12.2M
PAX Financial Group, LLC 2.00% Add +10.8% 356,430 $11.7M
Buttonwood Financial Group, LLC 7.17% Add +23.3% 353,593 $11.7M
MLG Wealth Management DBA Pine Grove Financial Group 1.30% Add +9.7% 339,894 $11.2M
Kelly Financial Services LLC 2.70% Add +5.2% 340,183 $11.2M
Stokes Family Office, LLC 1.14% Add +1.3% 336,584 $11.1M
One Wealth Advisors, LLC 1.36% Add +6.7% 332,160 $10.9M
Strategic Blueprint, LLC 0.63% Add +5.7% 331,349 $10.9M
McMorgan & Co. LLC 1.77% Add +1.3% 331,308 $10.9M
Wealth Alliance, LLC 1.08% Add +18.6% 330,917 $10.9M

"% 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 544 holders