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iShares U.S. Regional Banks ETF (IAT) Institutional Ownership

iShares U.S. Regional Banks ETF logo
$46.20 -0.23 (-0.50%)
As of 12:46 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Regional Banks ETF (NYSEARCA:IAT)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$122.90M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$29.79M
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IAT Institutional Buying and Selling by Quarter

iShares U.S. Regional Banks ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Game Plan Financial Advisors LLC4,775$223K0.1%-8.2%0.034%
5/19/2025 SCS Capital Management LLC62,835$2.93M0.0%N/A0.452%
5/16/2025 Goldman Sachs Group Inc.190,762$8.90M0.0%+11.6%1.372%
5/16/2025 Jones Financial Companies Lllp29,712$1.39M0.0%-28.0%0.214%
5/16/2025 NewEdge Advisors LLC8,282$386K0.0%+6.1%0.060%
5/15/2025 Cubist Systematic Strategies LLC21,706$1.01M0.0%+73.3%0.156%
5/15/2025 Royal Bank of Canada287,658$13.41M0.0%-12.8%2.069%
5/15/2025 MAI Capital Management1,216$57K0.0%+21.6%0.009%
5/15/2025 Trexquant Investment LP4,362$203K0.0%-10.8%0.031%
5/14/2025 Comerica Bank4,511$210K0.0%-8.1%0.032%
5/14/2025 Northwestern Mutual Wealth Management Co.85,181$3.97M0.0%-25.2%0.613%
5/13/2025 Steward Partners Investment Advisory LLC91,152$4.25M0.0%+1.5%0.656%
5/13/2025 Raymond James Financial Inc.128,261$5.98M0.0%+1.7%0.923%
5/13/2025 HighTower Advisors LLC8,571$400K0.0%-6.8%0.062%
5/12/2025 Bare Financial Services Inc8,418$393K0.2%-2.4%0.061%
5/9/2025 Atria Wealth Solutions Inc.8,338$389K0.0%-75.5%0.060%
5/8/2025 US Bancorp DE230,585$10.75M0.1%-1.9%1.659%
5/7/2025 LPL Financial LLC213,540$9.96M0.0%+2.2%1.536%
5/7/2025 Spectrum Wealth Counsel LLC11,809$551K0.1%-82.2%0.085%
5/6/2025 Cetera Investment Advisers59,434$2.77M0.0%+38.1%0.428%
5/5/2025 Crestwood Advisors Group LLC52,557$2.45M0.0%-10.6%0.378%
5/5/2025 Kestra Private Wealth Services LLC7,433$347K0.0%N/A0.053%
5/2/2025 Larson Financial Group LLC5,882$274K0.0%+4.0%0.042%
5/2/2025 Sigma Planning Corp17,772$829K0.0%-4.5%0.128%
5/1/2025 CWM LLC20,362$949K0.0%+23.5%0.146%
5/1/2025 Stephens Inc. AR14,180$661K0.0%-5.1%0.102%
5/1/2025 Family Firm Inc.30,155$1.41M0.3%+3.2%0.217%
4/30/2025 Banque Pictet & Cie SA44,997$2.10M0.0%-6.0%0.324%
4/29/2025 Envestnet Asset Management Inc.76,017$3.55M0.0%+151.8%0.489%
4/28/2025 DAVENPORT & Co LLC8,475$395K0.0%-27.7%0.055%
4/25/2025 Benchmark Financial Wealth Advisors LLC24,733$1.15M0.4%N/A0.159%
4/25/2025 Joel Isaacson & Co. LLC4,690$219K0.0%-8.1%0.030%
4/24/2025 Westwind Capital35,165$1.64M0.4%+65.9%0.226%
4/24/2025 Sunbelt Securities Inc.3,019$141K0.0%-62.9%0.019%
4/23/2025 Western Wealth Management LLC4,456$208K0.0%-7.3%0.029%
4/23/2025 Creative Financial Designs Inc. ADV3,559$166K0.0%-8.5%0.023%
4/23/2025 Golden State Wealth Management LLC564$26K0.0%+101.4%0.004%
4/23/2025 Spire Wealth Management1,109$52K0.0%+1,236.1%0.007%
4/23/2025 Gallagher Capital Advisors LLC9,323$435K0.3%-2.8%0.060%
4/23/2025 Oppenheimer & Co. Inc.4,540$212K0.0%-19.5%0.029%
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4/22/2025 Cambridge Investment Research Advisors Inc.29,232$1.36M0.0%-5.3%0.188%
4/22/2025 MinichMacGregor Wealth Management LLC146,327$6.82M1.5%+4.9%0.941%
4/22/2025 Garde Capital Inc.1,420$66K0.0%N/A0.009%
4/21/2025 Cadent Capital Advisors LLC68,909$3.21M1.1%-1.7%0.443%
4/17/2025 Janney Montgomery Scott LLC21,326$994K0.0%-12.9%0.137%
4/17/2025 North Star Investment Management Corp.11,680$545K0.0%-4.9%0.075%
4/16/2025 Wealth Enhancement Advisory Services LLC31,895$1.49M0.0%-2.8%0.205%
4/16/2025 Tudor Financial Inc.40,841$1.90M1.1%+2.8%0.263%
4/16/2025 Ballew Advisors Inc10,278$479K0.3%N/A0.066%
4/15/2025 CX Institutional36,530$1.70M0.1%-32.2%0.235%
4/14/2025 Park Avenue Securities LLC10,801$504K0.0%+7.4%0.069%
4/9/2025 NBC Securities Inc.1,750$81K0.0%+174,900.0%0.011%
3/17/2025 Wealth Enhancement Advisory Services LLC32,824$1.65M0.0%-9.0%0.208%
3/12/2025 Centaurus Financial Inc.18,148$914K0.1%N/A0.115%
2/25/2025B. Riley Wealth Advisors Inc.8,052$406K0.0%-78.4%0.056%
2/20/2025 Kingstone Capital Partners Texas LLC8,684$437K0.4%N/A0.060%
2/18/2025 Sunbelt Securities Inc.8,143$410K0.0%N/A0.057%
2/18/2025 MidWestOne Financial Group Inc.10,198$514K0.1%-50.3%0.071%
2/17/2025 Safe Harbor Fiduciary LLC3,056$154K0.2%-7.2%0.021%
2/17/2025 Snowden Capital Advisors LLC12,332$621K0.0%+23.0%0.086%
2/17/2025 Royal Bank of Canada329,872$16.61M0.0%+23.6%2.291%
2/17/2025 Millennium Management LLC16,457$829K0.0%-37.4%0.114%
2/17/2025 KKM Financial LLC4,788$241K0.1%N/A0.033%
2/17/2025 D. E. Shaw & Co. Inc.7,001$353K0.0%-62.6%0.049%
2/17/2025 CoreCap Advisors LLC3,885$196K0.0%-40.5%0.027%
2/17/2025 Cubist Systematic Strategies LLC12,528$631K0.0%N/A0.087%
2/17/2025 Cetera Investment Advisers43,032$2.17M0.0%+51.3%0.299%
2/17/2025 Bank of America Corp DE558,641$28.13M0.0%+11.3%3.879%
2/17/2025 Ameriprise Financial Inc.116,910$5.89M0.0%-30.8%0.812%
2/14/2025 Comerica Bank4,911$247K0.0%+13.8%0.034%
2/14/2025 Stifel Financial Corp91,497$4.61M0.0%+495.1%0.635%
2/14/2025 TD Waterhouse Canada Inc.800$40K0.0%N/A0.006%
2/14/2025 MML Investors Services LLC213,529$10.75M0.0%N/A1.483%
2/13/2025 Marshall Wace LLP28,711$1.45M0.0%+29.8%0.199%
2/13/2025 Adams Wealth Management103,563$5.22M1.0%N/A0.719%
2/13/2025 Mariner LLC23,730$1.20M0.0%-8.8%0.165%
2/13/2025 Scotia Capital Inc.42,975$2.16M0.0%N/A0.298%
2/13/2025 Raymond James Financial Inc.126,174$6.35M0.0%N/A0.876%
2/13/2025 Advisory Services Network LLC41,912$2.11M0.0%N/A0.291%
2/13/2025 Sand Hill Global Advisors LLC4,090$206K0.0%N/A0.028%
2/13/2025 Renaissance Technologies LLC19,300$972K0.0%N/A0.134%
2/13/2025 Bank of Montreal Can5,237$264K0.0%-54.0%0.036%
2/13/2025 Envestnet Asset Management Inc.30,194$1.52M0.0%-19.1%0.210%
2/13/2025 KCM Investment Advisors LLC54,224$2.73M0.1%+4.8%0.377%
2/13/2025 Wells Fargo & Company MN212,881$10.72M0.0%+42.2%1.478%
2/12/2025 Trexquant Investment LP4,889$246K0.0%-18.9%0.034%
2/12/2025 National Bank of Canada FI3,393$171K0.0%-12.8%0.024%
2/12/2025 Blair William & Co. IL1,277$64K0.0%-28.1%0.009%
2/12/2025 JPMorgan Chase & Co.342,559$17.25M0.0%-6.1%2.379%
2/11/2025 LPL Financial LLC208,878$10.52M0.0%+7.7%1.451%
Washington Is Broke—and Eyeing Your Savings Next (Ad)

Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.

Get your free guide now by clicking here >>
2/10/2025 Thrivent Financial for Lutherans154,487$7.78M0.0%+885.4%1.073%
2/10/2025 Creative Financial Designs Inc. ADV3,891$196K0.0%-22.8%0.027%
2/10/2025 Family Firm Inc.29,230$1.47M0.3%-5.5%0.203%
2/10/2025 Carret Asset Management LLC25,005$1.26M0.1%-14.1%0.174%
2/10/2025 Commonwealth Equity Services LLC117,740$5.93M0.0%+5.2%0.818%
2/10/2025 Stelac Advisory Services LLC8,994$453K0.2%N/A0.062%
2/7/2025 Independent Advisor Alliance61,416$3.09M0.0%N/A0.427%
2/7/2025 Gallagher Capital Advisors LLC9,590$483K0.4%N/A0.067%
2/7/2025 PNC Financial Services Group Inc.3,409$172K0.0%+38.1%0.024%
2/6/2025 One Capital Management LLC4,976$251K0.0%-11.4%0.035%
(Data available from 1/1/2016 forward)

IAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAT shares?

During the previous two years, 184 institutional investors and hedge funds held shares of iShares U.S. Regional Banks ETF. The most heavily invested institutionals were Bank of America Corp DE ($28.13M), Richard C. Young & CO. LTD. ($23.99M), JPMorgan Chase & Co. ($17.25M), Royal Bank of Canada ($13.41M), Barry Investment Advisors LLC ($12.15M), MML Investors Services LLC ($10.75M), and US Bancorp DE ($10.75M).Learn more on IAT's institutional investors.

Which institutional investors have been buying iShares U.S. Regional Banks ETF stock?

Of the 155 institutional investors that purchased iShares U.S. Regional Banks ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Richard C. Young & CO. LTD. ($708.57K), Raymond James Financial Inc. ($254.44K), MML Investors Services LLC ($213.53K), Raymond James Financial Services Advisors Inc. ($178.32K), International Assets Investment Management LLC ($177.76K), MinichMacGregor Wealth Management LLC ($146.33K), and Thrivent Financial for Lutherans ($139.26K).

How much institutional buying is happening at iShares U.S. Regional Banks ETF?

Institutional investors have bought a total of 5,086,717 shares in the last 24 months. This purchase volume represents approximately $214.67M in transactions.

Which iShares U.S. Regional Banks ETF major shareholders have been selling company stock?

Of the 83 institutional investors that sold iShares U.S. Regional Banks ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($149.15K), US Bancorp DE ($134.62K), Luken Investment Analytics LLC ($132.33K), Northwestern Mutual Wealth Management Co. ($105.27K), LPL Financial LLC ($102.40K), BNP Paribas Financial Markets ($100.02K), and CX Institutional ($89.05K).

How much institutional selling is happening at iShares U.S. Regional Banks ETF?

Institutional investors have sold a total of 1,804,642 shares in the last 24 months. This volume of shares sold represents approximately $74.36M in transactions.


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This page (NYSEARCA:IAT) was last updated on 5/23/2025 by MarketBeat.com Staff
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