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

iShares U.S. Regional Banks ETF logo
$50.52 -1.27 (-2.45%)
As of 02/21/2025 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)
84
Total
Institutional Inflows
(last 12 months)
$113.50M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$29.12M
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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
2/20/2025Kingstone Capital Partners Texas LLC8,684$437K0.4%N/A0.060%
2/18/2025 Sunbelt Securities Inc.8,143$410K0.0%N/A0.057%
2/18/2025 MidWestOne Financial Group Inc.10,198$514K0.1%-50.3%0.071%
2/17/2025 Safe Harbor Fiduciary LLC3,056$154K0.2%-7.2%0.021%
2/17/2025 Snowden Capital Advisors LLC12,332$621K0.0%+23.0%0.086%
2/17/2025 Royal Bank of Canada329,872$16.61M0.0%+23.6%2.291%
2/17/2025 Millennium Management LLC16,457$829K0.0%-37.4%0.114%
2/17/2025 KKM Financial LLC4,788$241K0.1%N/A0.033%
2/17/2025 D. E. Shaw & Co. Inc.7,001$353K0.0%-62.6%0.049%
2/17/2025 CoreCap Advisors LLC3,885$196K0.0%-40.5%0.027%
2/17/2025 Cubist Systematic Strategies LLC12,528$631K0.0%N/A0.087%
2/17/2025 Cetera Investment Advisers43,032$2.17M0.0%+51.3%0.299%
2/17/2025 Bank of America Corp DE558,641$28.13M0.0%+11.3%3.879%
2/17/2025 Ameriprise Financial Inc.116,910$5.89M0.0%-30.8%0.812%
2/14/2025 Comerica Bank4,911$247K0.0%+13.8%0.034%
2/14/2025 Stifel Financial Corp91,497$4.61M0.0%+495.1%0.635%
2/14/2025 TD Waterhouse Canada Inc.800$40K0.0%N/A0.006%
2/14/2025 MML Investors Services LLC213,529$10.75M0.0%N/A1.483%
2/13/2025 Marshall Wace LLP28,711$1.45M0.0%+29.8%0.199%
2/13/2025 Adams Wealth Management103,563$5.22M1.0%N/A0.719%
2/13/2025 Mariner LLC23,730$1.20M0.0%-8.8%0.165%
2/13/2025 Scotia Capital Inc.42,975$2.16M0.0%N/A0.298%
2/13/2025 Raymond James Financial Inc.126,174$6.35M0.0%N/A0.876%
2/13/2025 Advisory Services Network LLC41,912$2.11M0.0%N/A0.291%
2/13/2025 Sand Hill Global Advisors LLC4,090$206K0.0%N/A0.028%
2/13/2025 Renaissance Technologies LLC19,300$972K0.0%N/A0.134%
2/13/2025 Bank of Montreal Can5,237$264K0.0%-54.0%0.036%
2/13/2025 Envestnet Asset Management Inc.30,194$1.52M0.0%-19.1%0.210%
2/13/2025 KCM Investment Advisors LLC54,224$2.73M0.1%+4.8%0.377%
2/13/2025 Wells Fargo & Company MN212,881$10.72M0.0%+42.2%1.478%
2/12/2025 Trexquant Investment LP4,889$246K0.0%-18.9%0.034%
2/12/2025 National Bank of Canada FI3,393$171K0.0%-12.8%0.024%
2/12/2025 Blair William & Co. IL1,277$64K0.0%-28.1%0.009%
2/12/2025 JPMorgan Chase & Co.342,559$17.25M0.0%-6.1%2.379%
2/11/2025 LPL Financial LLC208,878$10.52M0.0%+7.7%1.451%
2/10/2025 Thrivent Financial for Lutherans154,487$7.78M0.0%+885.4%1.073%
2/10/2025 Creative Financial Designs Inc. ADV3,891$196K0.0%-22.8%0.027%
2/10/2025 Family Firm Inc.29,230$1.47M0.3%-5.5%0.203%
2/10/2025 Carret Asset Management LLC25,005$1.26M0.1%-14.1%0.174%
2/10/2025 Commonwealth Equity Services LLC117,740$5.93M0.0%+5.2%0.818%
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2/10/2025 Stelac Advisory Services LLC8,994$453K0.2%N/A0.062%
2/7/2025 Independent Advisor Alliance61,416$3.09M0.0%N/A0.427%
2/7/2025 Gallagher Capital Advisors LLC9,590$483K0.4%N/A0.067%
2/7/2025 PNC Financial Services Group Inc.3,409$172K0.0%+38.1%0.024%
2/6/2025 One Capital Management LLC4,976$251K0.0%-11.4%0.035%
2/6/2025 Raymond James Financial Inc.126,174$6.35M0.0%N/A0.876%
2/6/2025 Atria Investments Inc20,021$1.01M0.0%N/A0.139%
2/6/2025 AMJ Financial Wealth Management15,818$797K0.2%+32.4%0.110%
2/6/2025 Steward Partners Investment Advisory LLC89,782$4.52M0.0%+11.7%0.623%
2/6/2025 Jones Financial Companies Lllp41,270$2.08M0.0%+19.6%0.287%
2/5/2025 Spectrum Wealth Counsel LLC66,349$3.34M0.4%+1.1%0.461%
2/5/2025 US Bancorp DE235,082$11.84M0.0%-2.4%1.633%
2/4/2025 Bank of New York Mellon Corp4,633$233K0.0%N/A0.032%
2/4/2025 Edge Capital Group LLC59,528$3.00M0.2%+4.8%0.413%
2/4/2025 Crestwood Advisors Group LLC58,757$2.96M0.1%-1.1%0.408%
2/3/2025 Sigma Planning Corp18,605$937K0.0%-8.3%0.129%
2/3/2025 Gimbal Financial87,825$4.42M3.6%+1.6%0.610%
1/31/2025 Global Retirement Partners LLC1,911$96K0.0%-41.9%0.013%
1/31/2025 Atria Wealth Solutions Inc.34,007$1.71M0.0%+232.2%0.236%
1/31/2025 Truist Financial Corp109,413$5.51M0.0%+27.6%0.760%
1/31/2025 Martin & Co. Inc. TN60,484$3.05M0.8%-4.0%0.420%
1/31/2025 Sanctuary Advisors LLC13,974$747K0.0%N/A0.097%
1/30/2025 bLong Financial LLC33,127$1.67M1.4%N/A0.230%
1/30/2025 Ellis Investment Partners LLC5,750$290K0.1%N/A0.040%
1/30/2025 Aveo Capital Partners LLC7,908$398K0.0%+12.5%0.055%
1/30/2025 Bank Pictet & Cie Europe AG9,000$453K0.0%N/A0.063%
1/30/2025 Banque Pictet & Cie SA47,855$2.41M0.0%N/A0.332%
1/28/2025 Stephens Inc. AR14,940$752K0.0%-37.6%0.104%
1/28/2025 SOA Wealth Advisors LLC.2,547$128K0.0%-48.3%0.018%
1/27/2025 1858 Wealth Management LLC19,975$1.01M0.8%N/A0.139%
1/24/2025 Muirfield Wealth Advisors LLC7,262$366K0.3%N/A0.050%
1/24/2025 Riggs Asset Managment Co. Inc.6,818$343K0.1%N/A0.047%
1/24/2025 DAVENPORT & Co LLC11,730$591K0.0%N/A0.081%
1/21/2025 CX Institutional53,882$2.71M0.1%-9.9%0.374%
1/17/2025 Apeiron RIA LLC11,903$599K0.2%N/A0.083%
1/17/2025 MinichMacGregor Wealth Management LLC139,490$7.03M1.5%N/A0.969%
1/17/2025 Janney Montgomery Scott LLC24,498$1.23M0.0%N/A0.170%
1/17/2025 Finley Financial LLC3,000$158K0.1%N/A0.021%
1/17/2025 Global Trust Asset Management LLC800$40K0.0%N/A0.006%
1/16/2025 Tudor Financial Inc.39,727$2.00M1.2%N/A0.276%
1/14/2025 Park Avenue Securities LLC10,060$507K0.0%N/A0.070%
1/13/2025 Cadent Capital Advisors LLC70,115$3.53M1.2%+136.5%0.487%
1/10/2025 Wealth Enhancement Advisory Services LLC37,437$1.78M0.0%+3.8%0.260%
1/7/2025 Westwind Capital21,199$1.07M0.2%N/A0.147%
12/26/2024 JPMorgan Chase & Co.364,710$17.34M0.0%+23.8%2.533%
12/13/2024B. Riley Wealth Advisors Inc.37,364$1.74M0.0%-1.6%0.259%
11/25/2024 Synovus Financial Corp6,225$296K0.0%-7.5%0.043%
11/20/2024 SOA Wealth Advisors LLC.4,931$234K0.0%-6.0%0.034%
11/15/2024 MidWestOne Financial Group Inc.20,535$976K0.1%-41.9%0.143%
11/15/2024 LRI Investments LLC4,450$212K0.0%N/A0.031%
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11/15/2024 Stifel Financial Corp15,376$731K0.0%+12.5%0.107%
11/15/2024 Safe Harbor Fiduciary LLC3,292$157K0.1%N/A0.023%
11/14/2024 Rockefeller Capital Management L.P.17,775$845K0.0%-10.8%0.123%
11/13/2024 FMR LLC1,762$84K0.0%+54.4%0.012%
11/12/2024 Larson Financial Group LLC5,688$270K0.0%+4.6%0.040%
11/6/2024 KCM Investment Advisors LLC51,762$2.46M0.1%+4.3%0.359%
11/6/2024 Oppenheimer & Co. Inc.5,674$270K0.0%N/A0.039%
11/4/2024 Sigma 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%
(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, 192 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 ($28.13M), Richard C. Young & CO. LTD. ($23.99M), JPMorgan Chase & Co. ($17.25M), Royal Bank of Canada ($16.61M), Northwestern Mutual Wealth Management Co. ($13.75M), Barry Investment Advisors LLC ($12.15M), and US Bancorp DE ($11.84M).Learn more on IAT's institutional investors.

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

Of the 164 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 ($271.29K), Raymond James Financial Inc. ($252.35K), MML Investors Services LLC ($213.53K), and Raymond James Financial Services Advisors Inc. ($208.77K).

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

Institutional investors have bought a total of 6,485,940 shares in the last 24 months. This purchase volume represents approximately $261.96M in transactions.

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

Of the 75 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: Raymond James & Associates ($149.15K), Luken Investment Analytics LLC ($132.33K), US Bancorp DE ($130.12K), LPL Financial LLC ($102.40K), BNP Paribas Financial Markets ($100.02K), Northwestern Mutual Wealth Management Co. ($76.63K), and Commonwealth Equity Services LLC ($76.36K).

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

Institutional investors have sold a total of 1,600,508 shares in the last 24 months. This volume of shares sold represents approximately $64.25M in transactions.


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This page (NYSEARCA:IAT) was last updated on 2/22/2025 by MarketBeat.com Staff
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