BAI β€” BLACKROCK ETF TRUST

Ownership history in Sharkey, Howes & Javer  Β·  3 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported BLACKROCK ETF TRUST (BAI) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 2.41% in 2025 Q4. The latest visible filing shows BAI at 2.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharkey, Howes & Javer's position in BLACKROCK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BAI was reported at 2.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.41% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sharkey, Howes & Javer held BAI β€” position size vs. price
% of Fund (quarterly)    BAI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 570,464 +36,822 +6.9% 2.41% $19.0M 2026-02-14 (Est.) $34.56
2025 Q3 ADDED 533,642 +308,538 +137.1% 2.34% $18.2M 2025-10-10 $33.57
2025 Q2 INITIATED 225,104 β€” β€” 0.87% $6.5M 2025-07-10 $28.47

🏒 Other funds also holding BAI

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.99%

FAQ About Sharkey, Howes & Javer and BAI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sharkey, Howes & Javer reported owning BAI?

Sharkey, Howes & Javer reported BAI across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BAI position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for BAI was 2.41% in 2025 Q4.

What is the latest reported BAI position on this page?

The most recent filing on this page is 2025 Q4, when Sharkey, Howes & Javer reported 570,464 shares, equal to 2.41% of portfolio, with an estimated market value of $19.0M.

What does the chart on this BAI ownership page compare?

The chart compares Sharkey, Howes & Javer's quarterly BAI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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