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Ishares Ai Invatn And Tec Act Etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Ishares Ai Invatn And Tec Act Etf (BAI) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Ishares Ai Invatn And Tec Act Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ai Invatn And Tec Act Etf held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ai Invatn And Tec Act Etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 103k 34.16
2025-06-30 $485k 17k 28.85

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Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Park Avenue Securities
CWM
Mml Investors Services
Cetera Investment Advisers
Janney Montgomery Scott
Ameriprise Financial
Goss Wealth Management
Bank of New York Mellon
Resources Investment Advisors
Foundations Investment Advisors
JB Capital

View all funds holding Ishares Ai Invatn And Tec Act Etf