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

iShares U.S. Regional Banks ETF logo
$65.72 +0.39 (+0.60%)
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)
79
Total
Institutional Inflows
(last 12 months)
$56.69M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$62.82M
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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%
6/3/2026 NewEdge 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%
5/16/2026 Quantinno Capital Management LP10,094$543K0.0%+71.8%0.094%
5/14/2026 Renaissance Technologies LLC22,300$1.20M0.0%+142.4%0.208%
5/14/2026Group One Trading LLC457$25K0.0%N/A0.004%
5/14/2026 Lido Advisors LLC190,938$10.28M0.0%N/A1.784%
5/13/2026 Cetera Investment Advisers56,103$3.02M0.0%-19.7%0.524%
5/6/2026 Independent Financial Group LLC7,860$423K0.0%N/A0.073%
5/5/2026 Sigma Planning Corp13,452$724K0.0%-1.7%0.126%
5/2/2026 International Assets Investment Management LLC1,785$97K0.0%+75.2%0.017%
5/1/2026 Fifth Third Bancorp9,729$524K0.0%N/A0.091%
4/29/2026 KERR FINANCIAL PLANNING Corp1,000$58K0.1%-16.7%0.009%
4/22/2026 Janney 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%
3/17/2026 Rockefeller Capital Management L.P.21,113$1.16M0.0%+6.9%0.202%
3/13/2026World Investment Advisors3,929$217K0.0%N/A0.038%
3/4/2026 SHP 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%
2/18/2026 NewEdge Advisors LLC738$41K0.0%-87.6%0.007%
2/18/2026Safe Harbor Fiduciary LLC457$25K0.0%N/A0.004%
2/17/2026 Cetera Investment Advisers69,909$3.86M0.0%+27.2%0.669%
2/17/2026Equitable Holdings Inc.49,307$2.72M0.0%N/A0.472%
2/17/2026 Jump Financial LLC12,898$711K0.0%N/A0.123%
2/17/2026Osaic Holdings Inc.49,556$2.73M0.0%-75.6%0.474%
2/17/2026 Advisory Services Network LLC3,961$218K0.0%-95.4%0.038%
2/17/2026 Tower Research Capital LLC TRC 37,461$2.07M0.0%+236.4%0.358%
2/17/2026&PARTNERS5,846$322K0.0%N/A0.056%
2/17/2026 Blair William & Co. IL6,124$338K0.0%+7.4%0.059%
2/17/2026Royal Bank of Canada221,833$12.23M0.0%-35.3%2.123%
2/17/2026 Carret Asset Management LLC23,810$1.31M0.1%-2.1%0.228%
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2/16/2026 Mariner LLC4,776$263K0.0%-84.3%0.046%
2/16/2026KCM Investment Advisors LLC57,077$3.15M0.1%+1.3%0.546%
2/13/2026 Kestra Advisory Services LLC746$41K0.0%N/A0.007%
2/13/2026 Cordoba Advisory Partners LLC7,401$409K0.1%N/A0.071%
2/13/2026 Marshall Wace LLP5,980$330K0.0%N/A0.057%
2/13/2026 Stifel Financial Corp15,755$869K0.0%+1.5%0.151%
2/13/2026Magnolia Capital Advisors LLC3,735$206K0.0%N/A0.036%
2/13/2026 Martin & 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%
2/12/2026 Commonwealth Equity Services LLC96,505$5.32M0.0%-4.3%0.923%
2/12/2026 Renaissance Technologies LLC9,200$507K0.0%-50.8%0.088%
2/12/2026 Steward 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%
2/12/2026 Bank of Montreal Can532$29K0.0%-86.8%0.005%
2/12/2026Moneta Group Investment Advisors LLC11,156$615K0.0%-2.2%0.107%
2/11/2026 Janney Montgomery Scott LLC23,300$1.29M0.0%-6.7%0.223%
2/11/2026 Pettyjohn Wood & White Inc.4,075$225K0.0%-4.7%0.039%
2/11/2026 LPL Financial LLC239,451$13.21M0.0%-0.8%2.291%
2/11/2026 JPMorgan Chase & Co.372,092$20.52M0.0%-1.0%3.561%
2/10/2026 Cibc 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%
2/10/2026 One Capital Management LLC4,538$250K0.0%-21.2%0.043%
2/10/2026 GW Henssler & Associates Ltd.186,550$10.29M0.5%-2.4%1.785%
2/10/2026 SCS Capital Management LLC34,173$1.89M0.0%-18.6%0.327%
2/10/2026 Northwestern Mutual Wealth Management Co.86,276$4.76M0.0%+1.7%0.826%
2/6/2026 Global Retirement Partners LLC1,385$76K0.0%-13.1%0.013%
2/6/2026 PNC 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%
2/6/2026 HighTower Advisors LLC7,689$424K0.0%+10.0%0.074%
2/5/2026 Stephens Inc. AR9,796$540K0.0%-10.8%0.094%
2/5/2026 AlphaCore Capital LLC1,334$74K0.0%+125.7%0.013%
2/3/2026 International Assets Investment Management LLC1,019$56K0.0%N/A0.010%
2/3/2026 Crestwood Advisors Group LLC46,026$2.54M0.0%-1.8%0.434%
2/2/2026 Truist Financial Corp110,873$6.12M0.0%+72.2%1.046%
2/2/2026 Ellis Investment Partners LLC8,935$493K0.1%+6.6%0.084%
1/30/2026 Sigma Planning Corp13,690$755K0.0%+34.7%0.129%
1/30/2026 North Star Investment Management Corp.8,235$454K0.0%-8.9%0.078%
1/30/2026 US Bancorp DE129,261$7.13M0.0%-15.8%1.219%
1/29/2026Comerica Bank9,330$515K0.0%+371.7%0.088%
1/29/2026 UBS 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%
1/23/2026 High 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%
1/16/2026 Banque Pictet & Cie SA5,213$287K0.0%-85.9%0.049%
1/14/2026 Game 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%
1/1/2026 JPMorgan Chase & Co.375,804$19.74M0.0%+4.2%3.370%
12/23/2025 Triumph Capital Management1,539$81K0.0%N/A0.014%
12/1/2025 Investment Research Partners LLC6,846$336K0.2%N/A0.061%
11/25/2025 KERR FINANCIAL PLANNING Corp1,200$60K0.1%N/A0.011%
11/21/2025 CIBC Bancorp USA Inc.8,752$460K0.0%N/A0.078%
11/20/2025Centaurus Financial Inc.2,036$107K0.0%N/A0.018%
11/18/2025 Advisory Services Network LLC86,381$4.54M0.1%+52.0%0.775%
11/17/2025 NewEdge 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 143 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 ($152.58K), and MinichMacGregor Wealth Management LLC ($146.33K).

Institutional investors have bought a total of 1,056,416 shares in the last 24 months. This purchase volume represents approximately $56.69M in transactions.

Of the 55 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 1,180,473 shares in the last 24 months. This volume of shares sold represents approximately $62.82M in transactions.


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Institutional ownership data for NYSEARCA:IAT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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