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

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$42.21
+0.32 (+0.76%)
(As of 04/24/2024 ET)
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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)
106
Total
Institutional Inflows
(last 12 months)
$133.45M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$36.29M
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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
4/25/2024Cambridge Investment Research Advisors Inc.41,983$1.82M0.0%-36.7%0.285%
4/23/2024 Global Retirement Partners LLC3,751$163K0.0%+351.4%0.025%
4/23/2024 Raymond James Financial Services Advisors Inc.187,846$8.15M0.0%+2.7%1.274%
4/19/2024 Abundance Wealth Counselors99,312$4.31M1.0%+8.0%0.490%
4/19/2024 Carret Asset Management LLC38,085$1.65M0.2%-4.7%0.188%
4/18/2024 Woodmont Investment Counsel LLC3,500$152K0.0%N/A0.017%
4/18/2024 AlphaMark Advisors LLC1,625$70K0.0%-16.7%0.008%
4/16/2024 Wealth Enhancement Advisory Services LLC38,547$1.67M0.0%-0.9%0.190%
4/12/2024 Game Plan Financial Advisors LLC4,950$215K0.1%+23.8%0.024%
4/3/2024 Dentgroup LLC27,168$1.18M1.0%-4.4%0.134%
3/22/2024PNC Financial Services Group Inc.3,861$162K0.0%+16.1%0.019%
3/1/2024 Transcendent Capital Group LLC1,322$55K0.0%N/A0.007%
2/28/2024EP Wealth Advisors LLC3,100$130K0.0%N/A0.015%
2/23/2024Chicago Partners Investment Group LLC4,977$209K0.0%N/A0.025%
2/13/2024Stephens Inc. AR46,399$1.94M0.0%-14.3%0.229%
2/13/2024Tower Research Capital LLC TRC2,643$111K0.0%-92.5%0.013%
2/13/2024Edge Capital Group LLC50,430$2.11M0.1%+10.9%0.249%
2/13/2024Jones Financial Companies Lllp7,805$327K0.0%N/A0.039%
2/12/2024Hilltop Holdings Inc.11,226$470K0.1%+8.3%0.055%
2/9/2024US Bancorp DE382,388$16.00M0.0%-2.3%1.888%
2/9/2024Cambridge Investment Research Advisors Inc.66,374$2.78M0.0%+81.9%0.328%
2/9/2024 Barry Investment Advisors LLC290,276$12.15M4.1%-0.4%1.433%
2/9/2024Wells Fargo & Company MN343,389$14.37M0.0%+5.3%1.696%
2/8/2024Kingsview Wealth Management LLC31,166$1.30M0.0%N/A0.154%
2/8/2024Beacon Pointe Advisors LLC5,335$223K0.0%-12.3%0.026%
2/8/2024Janney Montgomery Scott LLC22,937$960K0.0%-9.3%0.113%
2/7/2024One Capital Management LLC4,941$207K0.0%N/A0.024%
2/7/2024 NBC Securities Inc.1,793$75K0.0%+178.0%0.009%
2/7/2024BNP Paribas Financial Markets149,022$6.24M0.0%+238.7%0.736%
2/7/2024Principal Securities Inc.1,581$66K0.0%N/A0.008%
2/6/2024Apollon Wealth Management LLC10,002$418K0.0%N/A0.049%
2/6/2024Private Advisor Group LLC5,170$216K0.0%N/A0.026%
2/6/2024Bare Financial Services Inc3,026$127K0.3%N/A0.015%
2/6/2024Aveo Capital Partners LLC42,193$1.77M0.2%+25.2%0.208%
2/5/2024Silver Oak Securities Incorporated9,389$393K0.1%N/A0.046%
2/2/2024Truist Financial Corp298,938$12.51M0.0%+36.5%1.476%
2/2/2024Simplex Trading LLC5,664$236K0.0%-58.4%0.028%
2/2/2024Atria Wealth Solutions Inc.23,472$982K0.0%+2.8%0.116%
2/2/2024 Carret Asset Management LLC39,965$1.67M0.2%+2.8%0.197%
2/1/2024Larson Financial Group LLC4,811$201K0.0%+6.1%0.024%
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2/1/2024Capital Investment Advisory Services LLC3,047$127K0.0%-83.4%0.015%
1/31/2024Western Wealth Management LLC6,021$252K0.0%N/A0.030%
1/31/2024 Luken Investment Analytics LLC1,750$73K0.0%-98.7%0.009%
1/30/2024TRUE Private Wealth Advisors5,066$212K0.0%N/A0.025%
1/30/2024Aspen Wealth Strategies LLC13,088$548K0.4%N/A0.065%
1/30/2024Bison Wealth LLC6,011$252K0.0%N/A0.030%
1/29/2024Crestwood Advisors Group LLC82,819$3.47M0.1%-6.7%0.409%
1/25/2024SOL Capital Management CO5,700$238K0.0%N/A0.028%
1/25/2024 International Assets Investment Management LLC56,532$2.37M0.0%N/A0.279%
1/24/2024 International Assets Investment Management LLC56,532$2.37M0.0%N/A0.279%
1/24/2024 Breakwater Capital Group5,627$234K0.1%N/A0.028%
1/23/2024Etfidea LLC4,926$206K0.1%N/A0.024%
1/23/2024Patten & Patten Inc. TN9,885$414K0.0%-4.6%0.049%
1/18/2024 Global Retirement Partners LLC831$33K0.0%-68.4%0.004%
1/18/2024Planned Solutions Inc.711$30K0.0%N/A0.004%
1/17/2024 Abundance Wealth Counselors91,928$3.85M1.0%+6.4%0.454%
1/17/2024 First PREMIER Bank940$39K0.0%-34.7%0.005%
1/16/2024 Raymond James Financial Services Advisors Inc.182,949$7.66M0.0%-23.0%0.903%
1/16/2024 Raymond James & Associates41,669$1.74M0.0%+20.3%0.206%
1/12/2024 CX Institutional72,946$3.05M0.2%-46.2%0.360%
1/10/2024North Star Investment Management Corp.12,680$531K0.0%-31.4%0.063%
1/10/2024 Wealth Management Partners LLC12,795$535K0.3%-3.2%0.063%
1/2/2024 Dentgroup LLC28,426$1.19M1.1%-46.2%0.140%
12/11/2023 Sunbelt Securities Inc.1,430$48K0.0%N/A0.007%
12/1/2023B. Riley Wealth Advisors Inc.40,286$1.37M0.0%+6.0%0.199%
11/16/2023Moneta Group Investment Advisors LLC10,893$366K0.0%+3.9%0.054%
11/15/2023Crestwood Advisors Group LLC88,791$2.98M0.1%N/A0.438%
11/14/2023Cape Cod Five Cents Savings Bank14,158$476K0.0%+50.1%0.070%
11/14/2023Toronto Dominion Bank55,000$1.85M0.0%N/A0.272%
11/14/2023Tower Research Capital LLC TRC35,167$1.18M0.0%+303.9%0.174%
11/14/2023Synovus Financial Corp9,948$334K0.0%+7.2%0.049%
11/13/2023LPL Financial LLC219,641$7.38M0.0%-31.8%1.085%
11/13/2023Envestnet Asset Management Inc.127,428$4.28M0.0%-5.0%0.629%
11/9/2023UBS Group AG90,457$3.04M0.0%-28.8%0.447%
11/8/2023HighTower Advisors LLC17,852$600K0.0%-78.3%0.088%
11/8/2023KCM Investment Advisors LLC45,351$1.52M0.1%+3.0%0.224%
11/8/2023Janney Montgomery Scott LLC25,277$849K0.0%-20.6%0.125%
11/8/2023Sowell Financial Services LLC14,026$478K0.0%N/A0.069%
11/8/2023J.P. Morgan Private Wealth Advisors LLC19,133$643K0.0%-19.5%0.094%
11/8/2023Avantax Advisory Services Inc.9,680$325K0.0%-9.4%0.048%
11/8/2023Oppenheimer & Co. Inc.9,524$320K0.0%-4.7%0.047%
11/6/2023Aveo Capital Partners LLC33,697$1.13M0.1%-4.5%0.166%
11/4/2023Signaturefd LLC787$26K0.0%N/A0.004%
11/4/2023HHM Wealth Advisors LLC4,085$137K0.0%+4,705.9%0.020%
11/3/2023US Bancorp DE391,472$13.15M0.0%-2.4%1.933%
11/3/2023Larson Financial Group LLC4,535$152K0.0%+18.9%0.022%
11/2/2023Martin & Co. Inc. TN67,494$2.27M0.6%-0.5%0.333%
11/2/2023 Venturi Wealth Management LLC10,505$353K0.0%-5.4%0.052%
11/2/2023Capital Investment Advisory Services LLC18,303$615K0.1%-5.1%0.090%
11/1/2023Simplex Trading LLC13,603$457K0.0%-41.5%0.067%
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11/1/2023Stonehage Fleming Financial Services Holdings Ltd6,917$232K0.0%N/A0.034%
10/31/2023Triumph Capital Management10,081$344K0.2%-3.9%0.050%
10/30/2023 Abundance Wealth Counselors86,419$2.90M0.8%N/A0.427%
10/30/2023 Bell Bank274,316$9.22M1.0%-3.4%1.355%
10/26/2023 Viewpoint Capital Management LLC7,992$269K0.2%N/A0.039%
10/25/2023 Wealth Management Partners LLC13,221$444K0.3%+5.5%0.065%
10/24/2023 Raymond James Financial Services Advisors Inc.237,704$7.99M0.0%+0.8%1.174%
10/24/2023 Raymond James & Associates34,626$1.16M0.0%-38.3%0.171%
10/24/2023Cambridge Investment Research Advisors Inc.36,490$1.23M0.0%+12.0%0.180%
10/23/2023Commonwealth Equity Services LLC151,173$5.08M0.0%+27.7%0.747%
(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, 185 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 ($294.52M), Richard C. Young & CO. LTD. ($23.99M), US Bancorp DE ($16.00M), Wells Fargo & Company MN ($14.37M), Truist Financial Corp ($12.51M), Barry Investment Advisors LLC ($12.15M), and Advisory Services Network LLC ($10.21M).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), Bell Bank ($283.90K), Barry Investment Advisors LLC ($281.26K), Truist Financial Corp ($250.16K), Raymond James Financial Services Advisors Inc. ($208.77K), US Bancorp DE ($208.76K), and LPL Financial LLC ($162.45K).

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

Institutional investors have bought a total of 4,806,250 shares in the last 24 months. This purchase volume represents approximately $181.45M in transactions.

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

Of the 80 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: Bank of America Corp DE ($814.43K), SPC Financial Inc. ($325.23K), UBS Group AG ($231.13K), Raymond James & Associates ($151.63K), Luken Investment Analytics LLC ($132.33K), HighTower Advisors LLC ($124.71K), and LPL Financial LLC ($109.43K).

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

Institutional investors have sold a total of 2,753,750 shares in the last 24 months. This volume of shares sold represents approximately $127.12M in transactions.


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This page (NYSEARCA:IAT) was last updated on 4/25/2024 by MarketBeat.com Staff

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