Free Trial
→ $2 Trillion Disappears Because of Fed's Secretive New Move (From Stansberry Research) (Ad) Buy IAT Stock  Free IAT Stock Alerts

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

iShares U.S. Regional Banks ETF logo
$45.44 +1.24 (+2.81%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Regional Banks ETF (NYSEARCA:IAT)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$118.42M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$25.98M
Get IAT Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Regional Banks ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IAT Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Larson Financial Group LLC5,882$274K0.0%+4.0%0.042%
5/2/2025Sigma 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%
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%
3/12/2025Centaurus 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%
2/18/2025MidWestOne Financial Group Inc.10,198$514K0.1%-50.3%0.071%
2/17/2025Safe Harbor Fiduciary LLC3,056$154K0.2%-7.2%0.021%
2/17/2025Snowden Capital Advisors LLC12,332$621K0.0%+23.0%0.086%
2/17/2025Royal Bank of Canada329,872$16.61M0.0%+23.6%2.291%
2/17/2025Millennium Management LLC16,457$829K0.0%-37.4%0.114%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
2/17/2025KKM Financial LLC4,788$241K0.1%N/A0.033%
2/17/2025D. E. Shaw & Co. Inc.7,001$353K0.0%-62.6%0.049%
2/17/2025CoreCap Advisors LLC3,885$196K0.0%-40.5%0.027%
2/17/2025Cubist Systematic Strategies LLC12,528$631K0.0%N/A0.087%
2/17/2025Cetera Investment Advisers43,032$2.17M0.0%+51.3%0.299%
2/17/2025Bank of America Corp DE558,641$28.13M0.0%+11.3%3.879%
2/17/2025Ameriprise Financial Inc.116,910$5.89M0.0%-30.8%0.812%
2/14/2025Comerica Bank4,911$247K0.0%+13.8%0.034%
2/14/2025Stifel Financial Corp91,497$4.61M0.0%+495.1%0.635%
2/14/2025TD Waterhouse Canada Inc.800$40K0.0%N/A0.006%
2/14/2025MML Investors Services LLC213,529$10.75M0.0%N/A1.483%
2/13/2025Marshall Wace LLP28,711$1.45M0.0%+29.8%0.199%
2/13/2025Adams Wealth Management103,563$5.22M1.0%N/A0.719%
2/13/2025Mariner LLC23,730$1.20M0.0%-8.8%0.165%
2/13/2025Scotia Capital Inc.42,975$2.16M0.0%N/A0.298%
2/13/2025Raymond James Financial Inc.126,174$6.35M0.0%N/A0.876%
2/13/2025Advisory Services Network LLC41,912$2.11M0.0%N/A0.291%
2/13/2025Sand Hill Global Advisors LLC4,090$206K0.0%N/A0.028%
2/13/2025Renaissance Technologies LLC19,300$972K0.0%N/A0.134%
2/13/2025Bank 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%
2/13/2025KCM Investment Advisors LLC54,224$2.73M0.1%+4.8%0.377%
2/13/2025Wells Fargo & Company MN212,881$10.72M0.0%+42.2%1.478%
2/12/2025Trexquant Investment LP4,889$246K0.0%-18.9%0.034%
2/12/2025National Bank of Canada FI3,393$171K0.0%-12.8%0.024%
2/12/2025Blair William & Co. IL1,277$64K0.0%-28.1%0.009%
2/12/2025JPMorgan Chase & Co.342,559$17.25M0.0%-6.1%2.379%
2/11/2025LPL Financial LLC208,878$10.52M0.0%+7.7%1.451%
2/10/2025Thrivent 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%
2/10/2025Commonwealth Equity Services LLC117,740$5.93M0.0%+5.2%0.818%
2/10/2025Stelac Advisory Services LLC8,994$453K0.2%N/A0.062%
2/7/2025Independent Advisor Alliance61,416$3.09M0.0%N/A0.427%
2/7/2025 Gallagher Capital Advisors LLC9,590$483K0.4%N/A0.067%
2/7/2025PNC Financial Services Group Inc.3,409$172K0.0%+38.1%0.024%
2/6/2025One Capital Management LLC4,976$251K0.0%-11.4%0.035%
2/6/2025Raymond James Financial Inc.126,174$6.35M0.0%N/A0.876%
2/6/2025Atria Investments Inc20,021$1.01M0.0%N/A0.139%
2/6/2025AMJ Financial Wealth Management15,818$797K0.2%+32.4%0.110%
2/6/2025Steward Partners Investment Advisory LLC89,782$4.52M0.0%+11.7%0.623%
2/6/2025Jones Financial Companies Lllp41,270$2.08M0.0%+19.6%0.287%
2/5/2025Spectrum Wealth Counsel LLC66,349$3.34M0.4%+1.1%0.461%
2/5/2025US Bancorp DE235,082$11.84M0.0%-2.4%1.633%
2/4/2025 Bank of New York Mellon Corp4,633$233K0.0%N/A0.032%
2/4/2025Edge Capital Group LLC59,528$3.00M0.2%+4.8%0.413%
2/4/2025Crestwood Advisors Group LLC58,757$2.96M0.1%-1.1%0.408%
2/3/2025Sigma Planning Corp18,605$937K0.0%-8.3%0.129%
2/3/2025 Gimbal Financial87,825$4.42M3.6%+1.6%0.610%
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad)

Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).

Click here for the names of our three top stocks to own this year (no purchase necessary).
1/31/2025Global Retirement Partners LLC1,911$96K0.0%-41.9%0.013%
1/31/2025Atria Wealth Solutions Inc.34,007$1.71M0.0%+232.2%0.236%
1/31/2025 Truist Financial Corp109,413$5.51M0.0%+27.6%0.760%
1/31/2025Martin & Co. Inc. TN60,484$3.05M0.8%-4.0%0.420%
1/31/2025Sanctuary Advisors LLC13,974$747K0.0%N/A0.097%
1/30/2025bLong Financial LLC33,127$1.67M1.4%N/A0.230%
1/30/2025 Ellis Investment Partners LLC5,750$290K0.1%N/A0.040%
1/30/2025Aveo Capital Partners LLC7,908$398K0.0%+12.5%0.055%
1/30/2025 Bank Pictet & Cie Europe AG9,000$453K0.0%N/A0.057%
1/30/2025 Banque Pictet & Cie SA47,855$2.41M0.0%N/A0.332%
(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, 188 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 ($16.61M), Northwestern Mutual Wealth Management Co. ($13.75M), Barry Investment Advisors LLC ($12.15M), and US Bancorp DE ($11.84M).Learn more on IAT's institutional investors.

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

Of the 159 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), Truist Financial Corp ($271.29K), Raymond James Financial Inc. ($252.35K), MML Investors Services LLC ($213.53K), Adams Wealth Management ($200.30K), Raymond James Financial Services Advisors Inc. ($178.32K), and International Assets Investment Management LLC ($177.76K).

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

Institutional investors have bought a total of 5,750,046 shares in the last 24 months. This purchase volume represents approximately $237.06M in transactions.

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

Of the 79 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), Luken Investment Analytics LLC ($132.33K), US Bancorp DE ($130.12K), LPL Financial LLC ($102.40K), BNP Paribas Financial Markets ($100.02K), CX Institutional ($89.05K), and Northwestern Mutual Wealth Management Co. ($76.63K).

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

Institutional investors have sold a total of 1,662,219 shares in the last 24 months. This volume of shares sold represents approximately $67.36M in transactions.


Related Companies

This page (NYSEARCA:IAT) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Here’s How to Claim Your Stake in Elon’s Private Company, xAI
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Buffett’s favorite chart just hit 209% – here’s what that means for gold
A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...
Golden Portfolio | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored