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

iShares U.S. Regional Banks ETF logo
$49.02
-0.23 (-0.47%)
(As of 12:37 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$46.87M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$42.86M
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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
11/4/2024Sigma Planning Corp20,293$965K0.0%N/A0.141%
10/30/2024 Crestwood Advisors Group LLC59,416$2.83M0.1%-1.3%0.413%
10/29/2024 Farther Finance Advisors LLC820$39K0.0%N/A0.006%
10/28/2024 Creative Financial Designs Inc. ADV5,042$240K0.0%+8.5%0.035%
10/28/2024 Stephens Inc. AR23,926$1.14M0.0%-5.4%0.166%
10/28/2024 US Bancorp DE240,879$11.45M0.0%-2.9%1.673%
10/25/2024 Gimbal Financial86,462$4.28M2.8%N/A0.600%
10/24/2024 Carret Asset Management LLC29,115$1.38M0.2%-18.5%0.202%
10/24/2024 Wealth Enhancement Advisory Services LLC36,079$1.72M0.0%-3.8%0.251%
10/22/2024 International Assets Investment Management LLC64,693$3.08M0.0%+4,667.4%0.449%
10/18/2024Cadent Capital Advisors LLC29,642$1.41M0.4%N/A0.206%
10/17/2024 Sweet Financial Partners LLC15,100$718K0.2%-5.8%0.105%
10/11/2024 CX Institutional59,804$2.84M0.1%-3.1%0.415%
10/8/2024 CWM LLC1,386$66K0.0%-47.8%0.010%
10/2/2024 Dentgroup LLC15,711$747K0.6%-1.8%0.109%
9/9/2024 Heritage Wealth Management Inc.17,850$728K0.2%N/A0.124%
9/5/2024Sanctuary Advisors LLC5,446$227K0.0%N/A0.038%
8/22/2024Cetera Investment Advisers30,525$1.27M0.0%+3.0%0.212%
8/21/2024Truist Financial Corp80,767$3.35M0.0%-44.1%0.561%
8/19/2024B. Riley Wealth Advisors Inc.37,983$1.58M0.0%-5.7%0.264%
8/16/2024Northwestern Mutual Wealth Management Co.331,594$13.75M0.0%-18.8%2.303%
8/16/2024 Magnolia Capital Advisors LLC134,817$5.59M0.2%N/A0.936%
8/16/2024MidWestOne Financial Group Inc.35,357$1.47M0.3%+2.5%0.246%
8/14/2024Marshall Wace LLP6,586$273K0.0%N/A0.046%
8/14/2024Edge Capital Group LLC59,584$2.47M0.1%-11.2%0.414%
8/13/2024Thrivent Financial for Lutherans15,585$646K0.0%+2.9%0.108%
8/9/2024One Capital Management LLC6,201$257K0.0%+22.2%0.043%
8/3/2024National Bank of Canada FI3,893$161K0.0%-25.0%0.027%
8/2/2024Larson Financial Group LLC5,437$225K0.0%+5.7%0.038%
8/2/2024Aveo Capital Partners LLC7,205$299K0.0%-21.9%0.050%
8/1/2024 Carret Asset Management LLC35,730$1.48M0.2%-6.2%0.248%
8/1/2024 Crestwood Advisors Group LLC60,216$2.50M0.1%-6.3%0.418%
8/1/2024 Game Plan Financial Advisors LLC5,250$218K0.1%+6.1%0.036%
7/31/2024Commonwealth Equity Services LLC113,334$4.70M0.0%-6.8%0.787%
7/30/2024 International Assets Investment Management LLC1,357$56K0.0%N/A0.009%
7/30/2024KCM Investment Advisors LLC49,649$2.06M0.1%+1.5%0.345%
7/26/2024 Cambridge Investment Research Advisors Inc.36,037$1.49M0.0%-14.2%0.250%
7/24/2024Family Firm Inc.31,945$1.32M0.2%-2.5%0.222%
7/24/2024 Cultivar Capital Inc.723$30K0.0%N/A0.005%
7/19/2024Raymond James & Associates29,448$1.22M0.0%-10.7%0.205%
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7/16/2024 Wealth Enhancement Advisory Services LLC37,503$1.56M0.0%-2.7%0.260%
7/11/2024 CX Institutional61,725$2.56M0.1%-1.8%0.429%
7/8/2024 Dentgroup LLC16,006$664K0.5%-41.1%0.111%
5/24/2024Cetera Advisors LLC21,242$921K0.0%+25.5%0.148%
5/17/2024Comerica Bank5,979$259K0.0%-12.3%0.042%
5/11/2024Patten & Patten Inc. TN8,935$388K0.0%-9.6%0.062%
5/9/2024Kingsview Wealth Management LLC58,423$2.53M0.1%+87.5%0.406%
5/9/2024Pettyjohn Wood & White Inc.4,885$212K0.0%-6.2%0.034%
5/8/2024 US Bancorp DE284,005$12.32M0.0%-25.7%1.925%
5/7/2024KCM Investment Advisors LLC48,929$2.12M0.1%+3.1%0.332%
5/3/2024Larson Financial Group LLC5,145$223K0.0%+6.9%0.035%
5/3/2024Etfidea LLC6,270$272K0.1%+27.3%0.043%
5/2/2024Family Firm Inc.32,765$1.42M0.3%-0.9%0.222%
5/1/2024 Janney Montgomery Scott LLC16,942$735K0.0%-26.1%0.115%
5/1/2024BNP Paribas Financial Markets49,000$2.13M0.0%-67.1%0.332%
4/29/2024Commonwealth Equity Services LLC121,600$5.28M0.0%-13.4%0.824%
4/25/2024 Capital Investment Advisory Services LLC2,780$121K0.0%-8.8%0.019%
4/25/2024 Cambridge 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%
4/23/2024Raymond James Financial Services Advisors Inc.187,846$8.15M0.0%+2.7%1.274%
4/19/2024Abundance 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%
3/1/2024Transcendent Capital Group LLC1,322$55K0.0%N/A0.007%
2/28/2024EP Wealth Advisors LLC3,100$130K0.0%N/A0.015%
2/23/2024 Chicago Partners Investment Group LLC4,977$209K0.0%N/A0.025%
2/13/2024 Stephens 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%
2/9/2024 US Bancorp DE382,388$16.00M0.0%-2.3%1.888%
2/9/2024 Cambridge 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%
2/8/2024 Janney 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%
2/7/2024 Principal Securities Inc.1,581$66K0.0%N/A0.008%
2/6/2024Apollon Wealth Management LLC10,002$418K0.0%N/A0.049%
2/6/2024 Private Advisor Group LLC5,170$216K0.0%N/A0.026%
2/6/2024Bare Financial Services Inc3,026$127K0.3%N/A0.015%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

Click here to find out more about what could be Trump and JD Vance’s favorite coin.
2/6/2024Aveo Capital Partners LLC42,193$1.77M0.2%+25.2%0.208%
2/5/2024 Silver 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%
2/1/2024 Capital 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%
(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, 164 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), Wells Fargo & Company MN ($14.37M), Northwestern Mutual Wealth Management Co. ($13.75M), Barry Investment Advisors LLC ($12.15M), US Bancorp DE ($11.45M), and Bell Bank ($9.22M).Learn more on IAT's institutional investors.

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

Of the 138 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 ($247.61K), Raymond James Financial Services Advisors Inc. ($208.77K), International Assets Investment Management LLC ($177.76K), 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 4,765,601 shares in the last 24 months. This purchase volume represents approximately $175.17M in transactions.

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

Of the 67 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 ($438.93K), Raymond James & Associates ($153.63K), Luken Investment Analytics LLC ($132.33K), HighTower Advisors LLC ($124.71K), US Bancorp DE ($124.33K), LPL Financial LLC ($102.40K), and BNP Paribas Financial Markets ($100.02K).

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

Institutional investors have sold a total of 2,079,369 shares in the last 24 months. This volume of shares sold represents approximately $86.63M in transactions.


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This page (NYSEARCA:IAT) was last updated on 11/4/2024 by MarketBeat.com Staff
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