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

iShares U.S. Regional Banks ETF logo
$52.82 +0.91 (+1.75%)
As of 01/17/2025 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)
66
Total
Institutional Inflows
(last 12 months)
$58.53M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$29.90M
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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
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%
12/26/2024JPMorgan 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%
11/25/2024Synovus Financial Corp6,225$296K0.0%-7.5%0.043%
11/20/2024SOA Wealth Advisors LLC.4,931$234K0.0%-6.0%0.034%
11/15/2024MidWestOne Financial Group Inc.20,535$976K0.1%-41.9%0.143%
11/15/2024LRI Investments LLC4,450$212K0.0%N/A0.031%
11/15/2024Stifel Financial Corp15,376$731K0.0%+12.5%0.107%
11/15/2024Safe Harbor Fiduciary LLC3,292$157K0.1%N/A0.023%
11/14/2024Rockefeller Capital Management L.P.17,775$845K0.0%-10.8%0.123%
11/13/2024FMR LLC1,762$84K0.0%+54.4%0.012%
11/12/2024Larson Financial Group LLC5,688$270K0.0%+4.6%0.040%
11/6/2024KCM Investment Advisors LLC51,762$2.46M0.1%+4.3%0.359%
11/6/2024Oppenheimer & Co. Inc.5,674$270K0.0%N/A0.039%
11/4/2024Sigma Planning Corp20,293$965K0.0%N/A0.141%
10/30/2024Crestwood Advisors Group LLC59,416$2.83M0.1%-1.3%0.413%
10/29/2024Farther Finance Advisors LLC820$39K0.0%N/A0.006%
10/28/2024Creative Financial Designs Inc. ADV5,042$240K0.0%+8.5%0.035%
10/28/2024Stephens Inc. AR23,926$1.14M0.0%-5.4%0.166%
10/28/2024US Bancorp DE240,879$11.45M0.0%-2.9%1.673%
10/25/2024Gimbal Financial86,462$4.28M2.8%N/A0.600%
10/24/2024Carret 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%
10/18/2024 Cadent Capital Advisors LLC29,642$1.41M0.4%N/A0.206%
10/17/2024Sweet Financial Partners LLC15,100$718K0.2%-5.8%0.105%
10/11/2024CX Institutional59,804$2.84M0.1%-3.1%0.415%
10/8/2024CWM LLC1,386$66K0.0%-47.8%0.010%
10/2/2024 Dentgroup LLC15,711$747K0.6%-1.8%0.109%
9/9/2024Heritage Wealth Management Inc.17,850$728K0.2%N/A0.124%
9/5/2024Sanctuary Advisors LLC5,446$227K0.0%N/A0.038%
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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%
8/16/2024Magnolia 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%
8/1/2024Carret Asset Management LLC35,730$1.48M0.2%-6.2%0.248%
8/1/2024Crestwood Advisors Group LLC60,216$2.50M0.1%-6.3%0.418%
8/1/2024Game 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%
7/26/2024Cambridge 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%
7/24/2024Cultivar Capital Inc.723$30K0.0%N/A0.005%
7/19/2024Raymond James & Associates29,448$1.22M0.0%-10.7%0.205%
7/16/2024 Wealth Enhancement Advisory Services LLC37,503$1.56M0.0%-2.7%0.260%
7/11/2024CX 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%
5/8/2024US 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%
4/25/2024Capital Investment Advisory Services LLC2,780$121K0.0%-8.8%0.019%
4/25/2024Cambridge Investment Research Advisors Inc.41,983$1.82M0.0%-36.7%0.285%
4/23/2024Global 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%
4/19/2024Carret Asset Management LLC38,085$1.65M0.2%-4.7%0.188%
4/18/2024Woodmont Investment Counsel LLC3,500$152K0.0%N/A0.017%
4/18/2024AlphaMark 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%
4/12/2024Game Plan Financial Advisors LLC4,950$215K0.1%+23.8%0.024%
4/3/2024 Dentgroup LLC27,168$1.18M1.0%-4.4%0.134%
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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%
2/23/2024Chicago Partners Investment Group LLC4,977$209K0.0%N/A0.025%
2/13/2024Stephens 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%
2/9/2024US Bancorp DE382,388$16.00M0.0%-2.3%1.888%
(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, 167 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), JPMorgan Chase & Co. ($17.34M), Wells Fargo & Company MN ($14.37M), Northwestern Mutual Wealth Management Co. ($13.75M), Barry Investment Advisors LLC ($12.15M), and US Bancorp DE ($11.45M).Learn more on IAT's institutional investors.

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

Of the 143 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 5,094,157 shares in the last 24 months. This purchase volume represents approximately $191.60M in transactions.

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

Of the 68 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 2,000,725 shares in the last 24 months. This volume of shares sold represents approximately $82.87M in transactions.


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This page (NYSEARCA:IAT) was last updated on 1/20/2025 by MarketBeat.com Staff
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