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

iShares U.S. Regional Banks ETF logo
$50.77 +0.83 (+1.66%)
As of 12:11 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)
99
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$45.72M
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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
10/8/2025 Fiduciary Alliance LLC12,415$652K0.0%+4.2%0.098%
10/3/2025 Dentgroup LLC13,324$700K0.5%-2.0%0.105%
9/4/2025Osaic Holdings Inc.210,154$10.41M0.0%-2.5%1.737%
8/26/2025Thrivent Financial for Lutherans25,605$1.27M0.0%+24.1%0.212%
8/19/2025Advisory Services Network LLC56,828$2.85M0.0%+42.8%0.470%
8/16/2025Headlands Technologies LLC500$25K0.0%N/A0.004%
8/15/2025Tower Research Capital LLC TRC 13,728$680K0.0%+84.9%0.113%
8/15/2025Riggs Asset Managment Co. Inc.755$37K0.0%-89.1%0.006%
8/15/2025BNP Paribas Financial Markets31,100$1.54M0.0%-11.8%0.257%
8/15/2025Bank of America Corp DE390,505$19.35M0.0%-37.0%3.227%
8/15/2025Ameriprise Financial Inc.174,308$8.64M0.0%+2.6%1.441%
8/14/2025Lighthouse Investment Partners LLC11,210$555K0.0%N/A0.093%
8/14/2025Raymond James Financial Inc.108,499$5.38M0.0%-15.4%0.897%
8/14/2025Sand Hill Global Advisors LLC4,090$203K0.0%N/A0.034%
8/14/2025NewEdge Advisors LLC6,308$313K0.0%-23.8%0.052%
8/14/2025Cerity Partners LLC4,373$217K0.0%N/A0.036%
8/13/2025Flow Traders U.S. LLC11,619$576K0.0%+104.1%0.096%
8/13/2025SCS Capital Management LLC49,540$2.46M0.0%-21.2%0.409%
8/13/2025Marshall Wace LLP35,671$1.77M0.0%+11.1%0.295%
8/13/2025Kilter Group LLC836$41K0.0%N/A0.007%
8/13/2025Bare Financial Services Inc8,758$434K0.1%+4.0%0.072%
8/13/2025Martin & Co. Inc. TN60,120$2.98M0.5%-0.8%0.497%
8/13/2025Northwestern Mutual Wealth Management Co.81,688$4.05M0.0%-4.1%0.675%
8/12/2025Steward Partners Investment Advisory LLC78,783$3.90M0.0%-13.6%0.651%
8/12/2025Pettyjohn Wood & White Inc.4,275$212K0.0%N/A0.035%
8/12/2025AlphaCore Capital LLC591$29K0.0%+103.1%0.005%
8/12/2025MAI Capital Management1,000$50K0.0%-17.8%0.008%
8/12/2025JPMorgan Chase & Co.360,619$17.87M0.0%+0.5%2.980%
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%
8/7/2025Allworth Financial LP1,095$54K0.0%+559.6%0.009%
8/6/2025KCM Investment Advisors LLC55,555$2.75M0.1%+2.6%0.459%
8/5/2025Crestwood Advisors Group LLC51,532$2.55M0.0%-2.0%0.426%
8/5/2025Bank of Montreal Can4,032$200K0.0%-23.0%0.033%
8/5/2025Sigma Planning Corp13,616$675K0.0%-23.4%0.113%
8/4/2025Carret Asset Management LLC24,920$1.24M0.1%-1.2%0.206%
8/4/2025Spire Wealth Management725$36K0.0%-34.6%0.006%
8/1/2025Envestnet Asset Management Inc.93,699$4.64M0.0%+23.3%0.774%
7/29/2025Stephens Inc. AR11,087$549K0.0%-21.8%0.092%
7/25/2025Ellis Investment Partners LLC6,264$310K0.1%+10.5%0.052%
7/25/2025CWM LLC16,580$822K0.0%-18.6%0.137%
7/24/2025Blair William & Co. IL1,567$78K0.0%+22.7%0.013%
7/24/2025Game Plan Financial Advisors LLC5,068$251K0.1%+6.1%0.042%
7/24/2025US Bancorp DE212,575$10.53M0.0%-7.8%1.757%
7/21/2025Ameritas Advisory Services LLC1,332$66K0.0%N/A0.011%
7/18/2025SOA Wealth Advisors LLC.2,311$114K0.0%-9.3%0.019%
7/18/2025Truist Financial Corp142,066$7.04M0.0%-13.5%1.179%
7/17/2025Janney Montgomery Scott LLC20,823$1.03M0.0%-2.4%0.176%
7/16/2025CX Institutional6,129$304K0.0%-83.2%0.052%
7/16/2025Cadent Capital Advisors LLC22,722$1.13M0.4%-67.0%0.193%
7/16/2025Banque Pictet & Cie SA36,947$1.83M0.0%-17.9%0.313%
7/15/2025North Star Investment Management Corp.9,145$453K0.0%-21.7%0.078%
7/14/2025Park Avenue Securities LLC11,209$555K0.0%+3.8%0.095%
7/11/2025 Orrstown Financial Services Inc.5,595$277K0.1%N/A0.047%
7/11/2025Farther Finance Advisors LLC1,530$76K0.0%+75.9%0.013%
7/11/2025CX Institutional6,129$304K0.0%-83.2%0.052%
7/11/2025Westwind Capital39,538$1.96M0.4%+12.4%0.332%
7/11/2025Kingstone Capital Partners Texas LLC24,248,343$1.12B0.2%+277,595.2%203.768%
7/10/2025Wealth 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%
5/29/2025Apeiron RIA LLC11,604$541K0.2%-2.5%0.089%
5/19/2025Game 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%
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%
5/9/2025Atria Wealth Solutions Inc.8,338$389K0.0%-75.5%0.060%
5/8/2025US 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%
5/5/2025Crestwood Advisors Group LLC52,557$2.45M0.0%-10.6%0.378%
5/5/2025Kestra Private Wealth Services LLC7,433$347K0.0%N/A0.053%
5/2/2025Larson Financial Group LLC5,882$274K0.0%+4.0%0.042%
5/2/2025Sigma Planning Corp17,772$829K0.0%-4.5%0.128%
5/1/2025CWM LLC20,362$949K0.0%+23.5%0.146%
5/1/2025Stephens Inc. AR14,180$661K0.0%-5.1%0.102%
5/1/2025Family Firm Inc.30,155$1.41M0.3%+3.2%0.217%
4/30/2025Banque Pictet & Cie SA44,997$2.10M0.0%-6.0%0.324%
4/29/2025Envestnet Asset Management Inc.76,017$3.55M0.0%+151.8%0.489%
4/28/2025DAVENPORT & Co LLC8,475$395K0.0%-27.7%0.055%
4/25/2025Benchmark Financial Wealth Advisors LLC24,733$1.15M0.4%N/A0.159%
4/25/2025Joel Isaacson & Co. LLC4,690$219K0.0%-8.1%0.030%
4/24/2025Westwind 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%
(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, 179 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 ($19.35M), JPMorgan Chase & Co. ($17.87M), 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 144 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 ($144.23K), 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 26,688,798 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

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

Of the 66 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: Bank of America Corp DE ($229.53K), CX Institutional ($84.08K), Spectrum Wealth Counsel LLC ($54.54K), Ameriprise Financial Inc. ($52.03K), Cadent Capital Advisors LLC ($47.39K), Royal Bank of Canada ($42.21K), and US Bancorp DE ($35.38K).

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

Institutional investors have sold a total of 933,724 shares in the last 24 months. This volume of shares sold represents approximately $45.72M in transactions.


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This page (NYSEARCA:IAT) was last updated on 10/14/2025 by MarketBeat.com Staff
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