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

iShares U.S. Regional Banks ETF logo
$63.74 +0.44 (+0.70%)
As of 07/24/2026 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)
87
Total
Institutional Inflows
(last 12 months)
$59.68M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$66.21M
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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
7/10/2026 Wealthcare Advisory Partners LLC3,232$201K0.0%N/A0.030%
7/9/2026 Breakwater Capital Group5,552$345K0.0%+12.0%0.052%
7/2/2026 CX Institutional3,545$221K0.0%-30.7%0.034%
6/3/2026NewEdge Advisors LLC1,940$104K0.0%+162.9%0.018%
5/19/2026Western Wealth Management LLC1,856$100K0.0%N/A0.017%
5/19/2026Bank of America Corp DE521,170$28.06M0.0%+23.0%4.871%
5/18/2026Royal Bank of Canada193,585$10.42M0.0%-12.7%1.809%
5/16/2026KCM Investment Advisors LLC58,452$3.15M0.1%+2.4%0.546%
5/16/2026Quantinno Capital Management LP10,094$543K0.0%+71.8%0.094%
5/14/2026Renaissance Technologies LLC22,300$1.20M0.0%+142.4%0.208%
5/14/2026Group One Trading LLC457$25K0.0%N/A0.004%
5/14/2026Lido Advisors LLC190,938$10.28M0.0%N/A1.784%
5/13/2026Cetera Investment Advisers56,103$3.02M0.0%-19.7%0.524%
5/6/2026 Independent Financial Group LLC7,860$423K0.0%N/A0.073%
5/5/2026Sigma Planning Corp13,452$724K0.0%-1.7%0.126%
5/2/2026 International Assets Investment Management LLC1,785$97K0.0%+75.2%0.017%
5/1/2026Fifth Third Bancorp9,729$524K0.0%N/A0.091%
4/29/2026 KERR FINANCIAL PLANNING Corp1,000$58K0.1%-16.7%0.009%
4/22/2026Janney Montgomery Scott LLC22,506$1.21M0.0%-3.4%0.214%
4/21/2026 Fiduciary Alliance LLC6,550$378K0.0%-9.7%0.062%
4/20/2026 Breakwater Capital Group4,958$267K0.0%-10.6%0.047%
4/20/2026 Fifth Third Wealth Advisors LLC4,189$226K0.0%N/A0.040%
4/17/2026 AdvisorNet Financial Inc1,308$70K0.0%-12.9%0.012%
3/17/2026Rockefeller Capital Management L.P.21,113$1.16M0.0%+6.9%0.202%
3/13/2026World Investment Advisors3,929$217K0.0%N/A0.038%
3/4/2026SHP Wealth Management777$43K0.0%N/A0.007%
2/20/2026Sunbelt Securities Inc.5,460$301K0.0%N/A0.052%
2/18/2026Beacon Pointe Advisors LLC30,456$1.68M0.0%N/A0.291%
2/18/2026NewEdge Advisors LLC738$41K0.0%-87.6%0.007%
2/18/2026Safe Harbor Fiduciary LLC457$25K0.0%N/A0.004%
2/17/2026Cetera Investment Advisers69,909$3.86M0.0%+27.2%0.669%
2/17/2026Equitable Holdings Inc.49,307$2.72M0.0%N/A0.472%
2/17/2026Jump Financial LLC12,898$711K0.0%N/A0.123%
2/17/2026Osaic Holdings Inc.49,556$2.73M0.0%-75.6%0.474%
2/17/2026Advisory Services Network LLC3,961$218K0.0%-95.4%0.038%
2/17/2026Tower Research Capital LLC TRC 37,461$2.07M0.0%+236.4%0.358%
2/17/2026&PARTNERS5,846$322K0.0%N/A0.056%
2/17/2026Blair William & Co. IL6,124$338K0.0%+7.4%0.059%
2/17/2026Royal Bank of Canada221,833$12.23M0.0%-35.3%2.123%
2/17/2026Carret Asset Management LLC23,810$1.31M0.1%-2.1%0.228%
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2/16/2026Mariner LLC4,776$263K0.0%-84.3%0.046%
2/16/2026KCM Investment Advisors LLC57,077$3.15M0.1%+1.3%0.546%
2/13/2026Kestra Advisory Services LLC746$41K0.0%N/A0.007%
2/13/2026 Cordoba Advisory Partners LLC7,401$409K0.1%N/A0.071%
2/13/2026Marshall Wace LLP5,980$330K0.0%N/A0.057%
2/13/2026Stifel Financial Corp15,755$869K0.0%+1.5%0.151%
2/13/2026Magnolia Capital Advisors LLC3,735$206K0.0%N/A0.036%
2/13/2026Martin & Co. Inc. TN61,421$3.39M0.6%+2.0%0.588%
2/13/2026Wells Fargo & Company MN481,700$26.57M0.0%+3.6%4.610%
2/12/2026Commonwealth Equity Services LLC96,505$5.32M0.0%-4.3%0.923%
2/12/2026Renaissance Technologies LLC9,200$507K0.0%-50.8%0.088%
2/12/2026Steward Partners Investment Advisory LLC78,954$4.35M0.0%+0.8%0.756%
2/12/2026CIBC Private Wealth Group LLC696$38K0.0%-60.3%0.007%
2/12/2026Bank of Montreal Can532$29K0.0%-86.8%0.005%
2/12/2026Moneta Group Investment Advisors LLC11,156$615K0.0%-2.2%0.107%
2/11/2026Janney Montgomery Scott LLC23,300$1.29M0.0%-6.7%0.223%
2/11/2026Pettyjohn Wood & White Inc.4,075$225K0.0%-4.7%0.039%
2/11/2026LPL Financial LLC239,451$13.21M0.0%-0.8%2.291%
2/11/2026JPMorgan Chase & Co.372,092$20.52M0.0%-1.0%3.561%
2/10/2026Cibc World Market Inc.4,602$254K0.0%-10.3%0.044%
2/10/2026Goldman Sachs Group Inc.100,111$5.52M0.0%-33.3%0.958%
2/10/2026One Capital Management LLC4,538$250K0.0%-21.2%0.043%
2/10/2026GW Henssler & Associates Ltd.186,550$10.29M0.5%-2.4%1.785%
2/10/2026SCS Capital Management LLC34,173$1.89M0.0%-18.6%0.327%
2/10/2026Northwestern Mutual Wealth Management Co.86,276$4.76M0.0%+1.7%0.826%
2/6/2026Global Retirement Partners LLC1,385$76K0.0%-13.1%0.013%
2/6/2026PNC Financial Services Group Inc.2,488$137K0.0%-27.2%0.024%
2/6/2026Larson Financial Group LLC7,435$410K0.0%+4.7%0.071%
2/6/2026HighTower Advisors LLC7,689$424K0.0%+10.0%0.074%
2/5/2026Stephens Inc. AR9,796$540K0.0%-10.8%0.094%
2/5/2026AlphaCore Capital LLC1,334$74K0.0%+125.7%0.013%
2/3/2026 International Assets Investment Management LLC1,019$56K0.0%N/A0.010%
2/3/2026Crestwood Advisors Group LLC46,026$2.54M0.0%-1.8%0.434%
2/2/2026Truist Financial Corp110,873$6.12M0.0%+72.2%1.046%
2/2/2026Ellis Investment Partners LLC8,935$493K0.1%+6.6%0.084%
1/30/2026Sigma Planning Corp13,690$755K0.0%+34.7%0.129%
1/30/2026North Star Investment Management Corp.8,235$454K0.0%-8.9%0.078%
1/30/2026US Bancorp DE129,261$7.13M0.0%-15.8%1.219%
1/29/2026Comerica Bank9,330$515K0.0%+371.7%0.088%
1/29/2026UBS Group AG140,853$7.77M0.0%+3.5%1.335%
1/28/2026Dentgroup LLC8,089$446K0.3%-39.3%0.077%
1/26/2026CWM LLC14,321$790K0.0%-3.6%0.136%
1/23/2026 Farther Finance Advisors LLC2,111$116K0.0%-71.9%0.020%
1/23/2026High Net Worth Advisory Group LLC9,140$504K0.1%+28.0%0.087%
1/22/2026 Fiduciary Alliance LLC7,250$400K0.0%-41.6%0.069%
1/21/2026 Register Financial Advisors LLC700$39K0.0%N/A0.007%
1/20/2026 Fearless Solutions LLC dba Best Invest19,157$1.06M0.6%-7.8%0.182%
1/16/2026Banque Pictet & Cie SA5,213$287K0.0%-85.9%0.049%
1/14/2026Game Plan Financial Advisors LLC43,379$2.39M1.0%+755.9%0.407%
1/8/2026 Asempa Wealth Advisors15,293$843K0.7%N/A0.144%
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1/5/2026 Park Avenue Securities LLC10,269$566K0.0%-17.0%0.097%
1/1/2026JPMorgan Chase & Co.375,804$19.74M0.0%+4.2%3.370%
12/23/2025 Triumph Capital Management1,539$81K0.0%N/A0.014%
12/1/2025Investment Research Partners LLC6,846$336K0.2%N/A0.061%
11/25/2025 KERR FINANCIAL PLANNING Corp1,200$60K0.1%N/A0.011%
11/21/2025CIBC Bancorp USA Inc.8,752$460K0.0%N/A0.078%
11/20/2025Centaurus Financial Inc.2,036$107K0.0%N/A0.018%
11/18/2025Advisory Services Network LLC86,381$4.54M0.1%+52.0%0.775%
11/17/2025NewEdge Advisors LLC5,973$314K0.0%-5.3%0.054%
11/17/2025 Triumph Capital Management1,539$81K0.0%N/A0.014%


IAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 173 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 ($28.06M), Wells Fargo & Company MN ($26.57M), JPMorgan Chase & Co. ($20.52M), LPL Financial LLC ($13.21M), MML Investors Services LLC ($10.75M), and Royal Bank of Canada ($10.42M).Learn more on iShares U.S. Regional Banks ETF's institutional investors.

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), Lido Advisors LLC ($190.94K), Bank of America Corp DE ($181.78K), Thrivent Financial for Lutherans ($153.03K), and MinichMacGregor Wealth Management LLC ($146.33K).

Institutional investors have bought a total of 1,116,890 shares in the last 24 months. This purchase volume represents approximately $59.68M in transactions.

Of the 61 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), Osaic Holdings Inc. ($159.26K), Royal Bank of Canada ($149.07K), US Bancorp DE ($83.31K), Advisory Services Network LLC ($82.42K), Truist Financial Corp ($77.67K), and Envestnet Asset Management Inc. ($72.67K).

Institutional investors have sold a total of 1,248,911 shares in the last 24 months. This volume of shares sold represents approximately $66.21M in transactions.


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This page (NYSEARCA:IAT) was last updated on 7/25/2026 by MarketBeat.com Staff.
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