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

$57.85 -0.80 (-1.36%)

Closing price 09/23/2026 04:10 PM Eastern

Extended Trading

$57.84 -0.02 (-0.03%)

As of 09/23/2026 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 79
Total Institutional Inflows (last 12 months): $56.60M

Number of Institutional Sellers (last 12 months): 53
Total Institutional Outflows (last 12 months): $50.71M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Asset Management Inc.	20,678	$1.29M	0.0%	-2.2%	0.196%
9/9/2026	Sequoia Financial Advisors LLC	3,276	$204K	0.0%	N/A	0.031%
9/9/2026	Integrated Wealth Concepts LLC	2,050	$128K	0.0%	N/A	0.019%
9/9/2026	NewEdge Advisors LLC	2,250	$140K	0.0%	+16.0%	0.021%
9/8/2026	Allworth Financial LP	833	$52K	0.0%	-20.4%	0.008%
8/22/2026	Comprehensive Financial Planning Inc. PA	5,614	$349K	0.2%	+749.3%	0.053%
8/22/2026	Concurrent Investment Advisors LLC	6,028	$375K	0.0%	N/A	0.057%
8/21/2026	Vanguard Capital Wealth Advisors	8,419	$524K	0.4%	N/A	0.079%
7/10/2026	Wealthcare Advisory Partners LLC	3,232	$201K	0.0%	N/A	0.030%
7/9/2026	Breakwater Capital Group	5,552	$345K	0.0%	+12.0%	0.052%
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7/2/2026	CX Institutional	3,545	$221K	0.0%	-30.7%	0.034%
6/3/2026	NewEdge Advisors LLC	1,940	$104K	0.0%	+162.9%	0.018%
5/19/2026	Western Wealth Management LLC	1,856	$100K	0.0%	N/A	0.017%
5/19/2026	Bank of America Corp DE	521,170	$28.06M	0.0%	+23.0%	4.871%
5/18/2026	Royal Bank of Canada	193,585	$10.42M	0.0%	-12.7%	1.809%
5/16/2026	KCM Investment Advisors LLC	58,452	$3.15M	0.1%	+2.4%	0.546%
5/16/2026	Quantinno Capital Management LP	10,094	$543K	0.0%	+71.8%	0.094%
5/14/2026	Renaissance Technologies LLC	22,300	$1.20M	0.0%	+142.4%	0.208%
5/14/2026	Group One Trading LLC	457	$25K	0.0%	N/A	0.004%
5/14/2026	Lido Advisors LLC	190,938	$10.28M	0.0%	N/A	1.784%
5/13/2026	Cetera Investment Advisers	56,103	$3.02M	0.0%	-19.7%	0.524%
5/6/2026	Independent Financial Group LLC	7,860	$423K	0.0%	N/A	0.073%
5/5/2026	Sigma Planning Corp	13,452	$724K	0.0%	-1.7%	0.126%
5/2/2026	International Assets Investment Management LLC	1,785	$97K	0.0%	+75.2%	0.017%
5/1/2026	Fifth Third Bancorp	9,729	$524K	0.0%	N/A	0.091%
4/29/2026	KERR FINANCIAL PLANNING Corp	1,000	$58K	0.1%	-16.7%	0.009%
4/22/2026	Janney Montgomery Scott LLC	22,506	$1.21M	0.0%	-3.4%	0.214%
4/21/2026	Fiduciary Alliance LLC	6,550	$378K	0.0%	-9.7%	0.062%
4/20/2026	Breakwater Capital Group	4,958	$267K	0.0%	-10.6%	0.047%
4/20/2026	Fifth Third Wealth Advisors LLC	4,189	$226K	0.0%	N/A	0.040%
4/17/2026	AdvisorNet Financial Inc	1,308	$70K	0.0%	-12.9%	0.012%
3/17/2026	Rockefeller Capital Management L.P.	21,113	$1.16M	0.0%	+6.9%	0.202%
3/13/2026	World Investment Advisors	3,929	$217K	0.0%	N/A	0.038%
3/4/2026	SHP Wealth Management	777	$43K	0.0%	N/A	0.007%
2/20/2026	Sunbelt Securities Inc.	5,460	$301K	0.0%	N/A	0.052%
2/18/2026	Beacon Pointe Advisors LLC	30,456	$1.68M	0.0%	N/A	0.291%
2/18/2026	NewEdge Advisors LLC	738	$41K	0.0%	-87.6%	0.007%
2/18/2026	Safe Harbor Fiduciary LLC	457	$25K	0.0%	N/A	0.004%
2/17/2026	Cetera Investment Advisers	69,909	$3.86M	0.0%	+27.2%	0.669%
2/17/2026	Equitable Holdings Inc.	49,307	$2.72M	0.0%	N/A	0.472%
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2/17/2026	Jump Financial LLC	12,898	$711K	0.0%	N/A	0.123%
2/17/2026	Osaic Holdings Inc.	49,556	$2.73M	0.0%	-75.6%	0.474%
2/17/2026	Advisory Services Network LLC	3,961	$218K	0.0%	-95.4%	0.038%
2/17/2026	Tower Research Capital LLC TRC	37,461	$2.07M	0.0%	+236.4%	0.358%
2/17/2026	&PARTNERS	5,846	$322K	0.0%	N/A	0.056%
2/17/2026	Blair William & Co. IL	6,124	$338K	0.0%	+7.4%	0.059%
2/17/2026	Royal Bank of Canada	221,833	$12.23M	0.0%	-35.3%	2.123%
2/17/2026	Carret Asset Management LLC	23,810	$1.31M	0.1%	-2.1%	0.228%
2/16/2026	Mariner LLC	4,776	$263K	0.0%	-84.3%	0.046%
2/16/2026	KCM Investment Advisors LLC	57,077	$3.15M	0.1%	+1.3%	0.546%
2/13/2026	Kestra Advisory Services LLC	746	$41K	0.0%	N/A	0.007%
2/13/2026	Cordoba Advisory Partners LLC	7,401	$409K	0.1%	N/A	0.071%
2/13/2026	Marshall Wace LLP	5,980	$330K	0.0%	N/A	0.057%
2/13/2026	Stifel Financial Corp	15,755	$869K	0.0%	+1.5%	0.151%
2/13/2026	Magnolia Capital Advisors LLC	3,735	$206K	0.0%	N/A	0.036%
2/13/2026	Martin & Co. Inc. TN	61,421	$3.39M	0.6%	+2.0%	0.588%
2/13/2026	Wells Fargo & Company MN	481,700	$26.57M	0.0%	+3.6%	4.610%
2/12/2026	Commonwealth Equity Services LLC	96,505	$5.32M	0.0%	-4.3%	0.923%
2/12/2026	Renaissance Technologies LLC	9,200	$507K	0.0%	-50.8%	0.088%
2/12/2026	Steward Partners Investment Advisory LLC	78,954	$4.35M	0.0%	+0.8%	0.756%
2/12/2026	CIBC Private Wealth Group LLC	696	$38K	0.0%	-60.3%	0.007%
2/12/2026	Bank of Montreal Can	532	$29K	0.0%	-86.8%	0.005%
2/12/2026	Moneta Group Investment Advisors LLC	11,156	$615K	0.0%	-2.2%	0.107%
2/11/2026	Janney Montgomery Scott LLC	23,300	$1.29M	0.0%	-6.7%	0.223%
2/11/2026	Pettyjohn Wood & White Inc.	4,075	$225K	0.0%	-4.7%	0.039%
2/11/2026	LPL Financial LLC	239,451	$13.21M	0.0%	-0.8%	2.291%
2/11/2026	JPMorgan Chase & Co.	372,092	$20.52M	0.0%	-1.0%	3.561%
2/10/2026	Cibc World Market Inc.	4,602	$254K	0.0%	-10.3%	0.044%
2/10/2026	Goldman Sachs Group Inc.	100,111	$5.52M	0.0%	-33.3%	0.958%
2/10/2026	One Capital Management LLC	4,538	$250K	0.0%	-21.2%	0.043%
2/10/2026	GW Henssler & Associates Ltd.	186,550	$10.29M	0.5%	-2.4%	1.785%
2/10/2026	SCS Capital Management LLC	34,173	$1.89M	0.0%	-18.6%	0.327%
2/10/2026	Northwestern Mutual Wealth Management Co.	86,276	$4.76M	0.0%	+1.7%	0.826%
2/6/2026	Global Retirement Partners LLC	1,385	$76K	0.0%	-13.1%	0.013%
2/6/2026	PNC Financial Services Group Inc.	2,488	$137K	0.0%	-27.2%	0.024%
2/6/2026	Larson Financial Group LLC	7,435	$410K	0.0%	+4.7%	0.071%
2/6/2026	HighTower Advisors LLC	7,689	$424K	0.0%	+10.0%	0.074%
2/5/2026	Stephens Inc. AR	9,796	$540K	0.0%	-10.8%	0.094%
2/5/2026	AlphaCore Capital LLC	1,334	$74K	0.0%	+125.7%	0.013%
2/3/2026	International Assets Investment Management LLC	1,019	$56K	0.0%	N/A	0.010%
2/3/2026	Crestwood Advisors Group LLC	46,026	$2.54M	0.0%	-1.8%	0.434%
2/2/2026	Truist Financial Corp	110,873	$6.12M	0.0%	+72.2%	1.046%
2/2/2026	Ellis Investment Partners LLC	8,935	$493K	0.1%	+6.6%	0.084%
1/30/2026	Sigma Planning Corp	13,690	$755K	0.0%	+34.7%	0.129%
1/30/2026	North Star Investment Management Corp.	8,235	$454K	0.0%	-8.9%	0.078%
1/30/2026	US Bancorp DE	129,261	$7.13M	0.0%	-15.8%	1.219%
1/29/2026	Comerica Bank	9,330	$515K	0.0%	+371.7%	0.088%
1/29/2026	UBS Group AG	140,853	$7.77M	0.0%	+3.5%	1.335%
1/28/2026	Dentgroup LLC	8,089	$446K	0.3%	-39.3%	0.077%
1/26/2026	CWM LLC	14,321	$790K	0.0%	-3.6%	0.136%
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1/23/2026	Farther Finance Advisors LLC	2,111	$116K	0.0%	-71.9%	0.020%
1/23/2026	High Net Worth Advisory Group LLC	9,140	$504K	0.1%	+28.0%	0.087%
1/22/2026	Fiduciary Alliance LLC	7,250	$400K	0.0%	-41.6%	0.069%
1/21/2026	Register Financial Advisors LLC	700	$39K	0.0%	N/A	0.007%
1/20/2026	Fearless Solutions LLC dba Best Invest	19,157	$1.06M	0.6%	-7.8%	0.182%
1/16/2026	Banque Pictet & Cie SA	5,213	$287K	0.0%	-85.9%	0.049%
1/14/2026	Game Plan Financial Advisors LLC	43,379	$2.39M	1.0%	+755.9%	0.407%
1/8/2026	Asempa Wealth Advisors	15,293	$843K	0.7%	N/A	0.144%
1/5/2026	Park Avenue Securities LLC	10,269	$566K	0.0%	-17.0%	0.097%
1/1/2026	JPMorgan Chase & Co.	375,804	$19.74M	0.0%	+4.2%	3.370%

IAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 177 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 146 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 1,048,160 shares in the last 24 months. This purchase volume represents approximately $56.60M in transactions.

Of the 53 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: Osaic Holdings Inc. ($153.89K), Royal Bank of Canada ($149.07K), US Bancorp DE ($83.31K), Advisory Services Network LLC ($82.42K), Truist Financial Corp ($77.67K), Envestnet Asset Management Inc. ($73.15K), and Ameriprise Financial Inc. ($58.51K).

Institutional investors have sold a total of 935,930 shares in the last 24 months. This volume of shares sold represents approximately $50.71M 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 9/23/2026. New 13F filings are added each quarter as they're published.

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

IAT Institutional Buying and Selling by Quarter

iShares U.S. Regional Banks ETF Major Shareholders & Ownership History

IAT Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for iShares U.S. Regional Banks ETF (NYSEARCA:IAT)

IAT Institutional Buying and Selling by Quarter

iShares U.S. Regional Banks ETF Major Shareholders & Ownership History

IAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAT shares?

Which institutional investors have been buying iShares U.S. Regional Banks ETF's stock?

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

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

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

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