Free Trial
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free IAT Stock Alerts

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

iShares U.S. Regional Banks ETF logo
$58.07 +0.66 (+1.15%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$80.23M
Get IAT Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Regional Banks ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IAT Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/1/2026 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%
3/17/2026Rockefeller Capital Management L.P.21,113$1.16M0.0%+6.9%0.202%
3/13/2026 World 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%
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%
2/13/2026 Kestra Advisory Services LLC746$41K0.0%N/A0.007%
2/13/2026 Cordoba Advisory Partners LLC7,401$409K0.1%N/A0.071%
2/13/2026Marshall 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/5/2026 Stephens 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%
2/2/2026 Truist 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%
1/30/2026 North 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%
1/23/2026 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%
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%
12/23/2025Triumph 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%
11/21/2025CIBC 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%
11/17/2025Triumph Capital Management1,539$81K0.0%N/A0.014%
11/17/2025Northwestern Mutual Wealth Management Co.84,819$4.46M0.0%+3.8%0.761%
11/17/2025Mariner LLC30,459$1.60M0.0%+12.0%0.273%
11/17/2025Laird Norton Wetherby Wealth Management LLC6,000$315K0.0%N/A0.054%
11/17/2025Larson Financial Group LLC7,103$373K0.0%+11.3%0.064%
11/17/2025Jain Global LLC67,469$3.54M0.0%N/A0.605%
11/17/2025Bank of America Corp DE418,007$21.96M0.0%+7.0%3.749%
11/17/2025Ameriprise Financial Inc.115,796$6.08M0.0%-33.6%1.039%
11/14/2025Creative Planning12,002$630K0.0%+16.4%0.108%
11/14/2025Raymond James Financial Inc.87,080$4.57M0.0%-19.7%0.781%
11/14/2025Tower Research Capital LLC TRC 11,135$585K0.0%-18.9%0.100%
11/14/2025Two Sigma Investments LP193,000$10.14M0.0%+154.3%1.731%
11/14/2025Comerica Bank1,978$104K0.0%-50.7%0.018%
11/13/2025UBS Group AG136,136$7.15M0.0%-4.9%1.221%
11/13/2025PFG Advisors5,072$266K0.0%N/A0.045%


IAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAT shares?

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), Wells Fargo & Company MN ($26.57M), Bank of America Corp DE ($21.96M), JPMorgan Chase & Co. ($20.52M), LPL Financial LLC ($13.21M), Royal Bank of Canada ($12.23M), and MML Investors Services LLC ($10.75M).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 140 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), Thrivent Financial for Lutherans ($153.03K), MinichMacGregor Wealth Management LLC ($146.33K), Magnolia Capital Advisors LLC ($138.55K), and Two Sigma Investments LP ($117.10K).

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

Institutional investors have bought a total of 25,176,711 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

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

Of the 71 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), Royal Bank of Canada ($163.04K), Osaic Holdings Inc. ($159.26K), US Bancorp DE ($105.82K), Truist Financial Corp ($99.78K), Advisory Services Network LLC ($82.42K), and Envestnet Asset Management Inc. ($72.67K).

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

Institutional investors have sold a total of 1,545,935 shares in the last 24 months. This volume of shares sold represents approximately $80.23M in transactions.


Related Companies

This page (NYSEARCA:IAT) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel