Free Trial
→ Why AMZN, GOOG, MSFT might destroy NVDA (From InvestorPlace) (Ad) Free IAT Stock Alerts

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

iShares U.S. Regional Banks ETF logo
$49.60 +0.68 (+1.39%)
As of 08/8/2025 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)
93
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$37.39M
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
8/8/2025Rockefeller Capital Management L.P.19,505$967K0.0%-12.4%0.161%
8/8/2025Cetera Investment Advisers55,508$2.75M0.0%-6.6%0.459%
8/8/2025Family Firm Inc.33,536$1.66M0.4%+11.2%0.277%
8/8/2025PNC Financial Services Group Inc.3,620$179K0.0%+6.1%0.030%
8/7/2025 Allworth Financial LP1,095$54K0.0%+559.6%0.009%
8/6/2025 KCM Investment Advisors LLC55,555$2.75M0.1%+2.6%0.459%
8/5/2025 Crestwood Advisors Group LLC51,532$2.55M0.0%-2.0%0.426%
8/5/2025 Bank of Montreal Can4,032$200K0.0%-23.0%0.033%
8/5/2025 Sigma Planning Corp13,616$675K0.0%-23.4%0.113%
8/4/2025 Carret Asset Management LLC24,920$1.24M0.1%-1.2%0.206%
8/4/2025 Spire Wealth Management725$36K0.0%-34.6%0.006%
8/1/2025 Envestnet Asset Management Inc.93,699$4.64M0.0%+23.3%0.774%
7/29/2025 Stephens Inc. AR11,087$549K0.0%-21.8%0.092%
7/25/2025 Ellis Investment Partners LLC6,264$310K0.1%+10.5%0.052%
7/25/2025 CWM LLC16,580$822K0.0%-18.6%0.137%
7/24/2025 Blair William & Co. IL1,567$78K0.0%+22.7%0.013%
7/24/2025 Game Plan Financial Advisors LLC5,068$251K0.1%+6.1%0.042%
7/24/2025 US Bancorp DE212,575$10.53M0.0%-7.8%1.757%
7/21/2025 Ameritas Advisory Services LLC1,332$66K0.0%N/A0.011%
7/18/2025 SOA Wealth Advisors LLC.2,311$114K0.0%-9.3%0.019%
7/18/2025 Truist Financial Corp142,066$7.04M0.0%-13.5%1.179%
7/17/2025 Janney Montgomery Scott LLC20,823$1.03M0.0%-2.4%0.176%
7/16/2025 CX Institutional6,129$304K0.0%-83.2%0.052%
7/16/2025 Cadent Capital Advisors LLC22,722$1.13M0.4%-67.0%0.193%
7/16/2025 Banque Pictet & Cie SA36,947$1.83M0.0%-17.9%0.313%
7/15/2025 North Star Investment Management Corp.9,145$453K0.0%-21.7%0.078%
7/14/2025 Park Avenue Securities LLC11,209$555K0.0%+3.8%0.095%
7/11/2025 Orrstown Financial Services Inc.5,595$277K0.1%N/A0.047%
7/11/2025 Farther Finance Advisors LLC1,530$76K0.0%+75.9%0.013%
7/11/2025 CX Institutional6,129$304K0.0%-83.2%0.052%
7/11/2025 Westwind Capital39,538$1.96M0.4%+12.4%0.332%
7/11/2025 Kingstone Capital Partners Texas LLC24,248,343$1.12B0.2%+277,595.2%203.768%
7/10/2025 Wealth Enhancement Advisory Services LLC25,620$1.34M0.0%-19.7%0.215%
7/9/2025 Fiduciary Alliance LLC11,915$590K0.0%N/A0.100%
7/2/2025 Dentgroup LLC13,593$674K0.5%-13.8%0.106%
7/2/2025 Neville Rodie & Shaw Inc.6,490$322K0.0%-5.6%0.051%
5/29/2025 Apeiron RIA LLC11,604$541K0.2%-2.5%0.089%
5/19/2025 Game Plan Financial Advisors LLC4,775$223K0.1%-8.2%0.034%
5/19/2025SCS Capital Management LLC62,835$2.93M0.0%N/A0.452%
5/16/2025Goldman Sachs Group Inc.190,762$8.90M0.0%+11.6%1.485%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.

See his full breakdown of the seven stocks to own now
5/16/2025Jones Financial Companies Lllp29,712$1.39M0.0%-28.0%0.214%
5/16/2025NewEdge Advisors LLC8,282$386K0.0%+6.1%0.060%
5/15/2025Cubist Systematic Strategies LLC21,706$1.01M0.0%+73.3%0.156%
5/15/2025Royal Bank of Canada287,658$13.41M0.0%-12.8%2.069%
5/15/2025MAI Capital Management1,216$57K0.0%+21.6%0.009%
5/15/2025Trexquant Investment LP4,362$203K0.0%-10.8%0.031%
5/14/2025Comerica Bank4,511$210K0.0%-8.1%0.032%
5/14/2025Northwestern Mutual Wealth Management Co.85,181$3.97M0.0%-25.2%0.613%
5/13/2025Steward Partners Investment Advisory LLC91,152$4.25M0.0%+1.5%0.656%
5/13/2025Raymond James Financial Inc.128,261$5.98M0.0%+1.7%0.923%
5/13/2025HighTower Advisors LLC8,571$400K0.0%-6.8%0.062%
5/12/2025Bare 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%
5/7/2025LPL Financial LLC213,540$9.96M0.0%+2.2%1.536%
5/7/2025Spectrum Wealth Counsel LLC11,809$551K0.1%-82.2%0.085%
5/6/2025Cetera 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%
5/2/2025Larson 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%
5/1/2025Family 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%
4/24/2025Sunbelt Securities Inc.3,019$141K0.0%-62.9%0.019%
4/23/2025Western 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%
4/16/2025Tudor 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%
Your blueprint for crypto wealth (Ad)

Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…

Claim your pass to the Crypto Community Summit here (free for a limited time)
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%
2/18/2025Sunbelt 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%
2/17/2025KKM Financial LLC4,788$241K0.1%N/A0.033%
(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, 180 institutional investors and hedge funds held shares of iShares U.S. Regional Banks ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($1.12B), Bank of America Corp DE ($28.13M), JPMorgan Chase & Co. ($17.25M), Royal Bank of Canada ($13.41M), Barry Investment Advisors LLC ($12.15M), MML Investors Services LLC ($10.75M), and Wells Fargo & Company MN ($10.72M).Learn more on iShares U.S. Regional Banks ETF's institutional investors.

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

Of the 145 institutional investors that purchased iShares U.S. Regional Banks ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($24.25M), Raymond James Financial Inc. ($254.44K), MML Investors Services LLC ($213.53K), International Assets Investment Management LLC ($177.76K), MinichMacGregor Wealth Management LLC ($146.33K), Thrivent Financial for Lutherans ($139.26K), and Magnolia Capital Advisors LLC ($134.82K).

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

Institutional investors have bought a total of 26,785,057 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

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

Of the 58 institutional investors that sold iShares U.S. Regional Banks ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($105.27K), CX Institutional ($86.00K), Truist Financial Corp ($85.82K), Spectrum Wealth Counsel LLC ($54.54K), Ameriprise Financial Inc. ($52.03K), Cadent Capital Advisors LLC ($47.39K), and Royal Bank of Canada ($42.21K).

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

Institutional investors have sold a total of 790,272 shares in the last 24 months. This volume of shares sold represents approximately $37.39M in transactions.


Related Companies

This page (NYSEARCA:IAT) was last updated on 8/9/2025 by MarketBeat.com Staff
From Our Partners
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored