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

iShares U.S. Regional Banks ETF logo
$54.11 +0.10 (+0.19%)
As of 04:10 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)
100
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$45.61M
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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
8/26/2025 Thrivent Financial for Lutherans25,605$1.27M0.0%+24.1%0.212%
8/19/2025 Advisory Services Network LLC56,828$2.85M0.0%+42.8%0.470%
8/16/2025 Headlands Technologies LLC500$25K0.0%N/A0.004%
8/15/2025 Tower Research Capital LLC TRC 13,728$680K0.0%+84.9%0.113%
8/15/2025 Riggs Asset Managment Co. Inc.755$37K0.0%-89.1%0.006%
8/15/2025 BNP Paribas Financial Markets31,100$1.54M0.0%-11.8%0.257%
8/15/2025 Bank of America Corp DE390,505$19.35M0.0%-37.0%3.227%
8/15/2025 Ameriprise Financial Inc.174,308$8.64M0.0%+2.6%1.441%
8/14/2025 Lighthouse Investment Partners LLC11,210$555K0.0%N/A0.093%
8/14/2025 Raymond James Financial Inc.108,499$5.38M0.0%-15.4%0.897%
8/14/2025 Sand Hill Global Advisors LLC4,090$203K0.0%N/A0.034%
8/14/2025 NewEdge Advisors LLC6,308$313K0.0%-23.8%0.052%
8/14/2025 Cerity Partners LLC4,373$217K0.0%N/A0.036%
8/13/2025 Flow Traders U.S. LLC11,619$576K0.0%+104.1%0.096%
8/13/2025 SCS Capital Management LLC49,540$2.46M0.0%-21.2%0.409%
8/13/2025 Marshall Wace LLP35,671$1.77M0.0%+11.1%0.295%
8/13/2025 Kilter Group LLC836$41K0.0%N/A0.007%
8/13/2025 Bare Financial Services Inc8,758$434K0.1%+4.0%0.072%
8/13/2025 Martin & Co. Inc. TN60,120$2.98M0.5%-0.8%0.497%
8/13/2025 Northwestern Mutual Wealth Management Co.81,688$4.05M0.0%-4.1%0.675%
8/12/2025 Steward Partners Investment Advisory LLC78,783$3.90M0.0%-13.6%0.651%
8/12/2025 Pettyjohn Wood & White Inc.4,275$212K0.0%N/A0.035%
8/12/2025 AlphaCore Capital LLC591$29K0.0%+103.1%0.005%
8/12/2025 MAI Capital Management1,000$50K0.0%-17.8%0.008%
8/12/2025 JPMorgan Chase & Co.360,619$17.87M0.0%+0.5%2.980%
8/8/2025 Rockefeller Capital Management L.P.19,505$967K0.0%-12.4%0.161%
8/8/2025 Cetera Investment Advisers55,508$2.75M0.0%-6.6%0.459%
8/8/2025 Family Firm Inc.33,536$1.66M0.4%+11.2%0.277%
8/8/2025 PNC 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%
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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%
5/19/2025 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%1.485%
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%
5/7/2025Spectrum 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%
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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%
(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, 182 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 149 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 26,711,594 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 65 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 ($86.00K), 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 931,570 shares in the last 24 months. This volume of shares sold represents approximately $45.61M in transactions.


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This page (NYSEARCA:IAT) was last updated on 8/29/2025 by MarketBeat.com Staff
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