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

iShares U.S. Regional Banks ETF logo
$50.30 +0.84 (+1.70%)
(As of 12/20/2024 04:33 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$41.02M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$36.20M
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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
12/13/2024 B. 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%
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%
11/12/2024Larson 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%
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%
9/5/2024 Sanctuary Advisors LLC5,446$227K0.0%N/A0.038%
8/22/2024 Cetera Investment Advisers30,525$1.27M0.0%+3.0%0.212%
8/21/2024 Truist Financial Corp80,767$3.35M0.0%-44.1%0.561%
8/19/2024 B. Riley Wealth Advisors Inc.37,983$1.58M0.0%-5.7%0.264%
8/16/2024 Northwestern 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%
8/16/2024 MidWestOne Financial Group Inc.35,357$1.47M0.3%+2.5%0.246%
8/14/2024 Marshall Wace LLP6,586$273K0.0%N/A0.046%
8/14/2024 Edge Capital Group LLC59,584$2.47M0.1%-11.2%0.414%
8/13/2024 Thrivent Financial for Lutherans15,585$646K0.0%+2.9%0.108%
8/9/2024 One Capital Management LLC6,201$257K0.0%+22.2%0.043%
8/3/2024 National Bank of Canada FI3,893$161K0.0%-25.0%0.027%
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8/2/2024Larson Financial Group LLC5,437$225K0.0%+5.7%0.038%
8/2/2024 Aveo 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%
7/30/2024 KCM 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%
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%
5/17/2024 Comerica Bank5,979$259K0.0%-12.3%0.042%
5/11/2024 Patten & Patten Inc. TN8,935$388K0.0%-9.6%0.062%
5/9/2024 Kingsview Wealth Management LLC58,423$2.53M0.1%+87.5%0.406%
5/9/2024 Pettyjohn 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%
5/7/2024 KCM Investment Advisors LLC48,929$2.12M0.1%+3.1%0.332%
5/3/2024Larson Financial Group LLC5,145$223K0.0%+6.9%0.035%
5/3/2024 Etfidea 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%
5/1/2024 BNP 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%
3/22/2024 PNC Financial Services Group Inc.3,861$162K0.0%+16.1%0.019%
3/1/2024 Transcendent Capital Group LLC1,322$55K0.0%N/A0.007%
2/28/2024 EP 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%
2/13/2024 Tower Research Capital LLC TRC2,643$111K0.0%-92.5%0.013%
2/13/2024 Edge Capital Group LLC50,430$2.11M0.1%+10.9%0.249%
2/13/2024 Jones Financial Companies Lllp7,805$327K0.0%N/A0.039%
2/12/2024 Hilltop 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%
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2/9/2024 Barry Investment Advisors LLC290,276$12.15M4.1%-0.4%1.433%
2/9/2024 Wells Fargo & Company MN343,389$14.37M0.0%+5.3%1.696%
2/8/2024 Kingsview Wealth Management LLC31,166$1.30M0.0%N/A0.154%
2/8/2024 Beacon Pointe Advisors LLC5,335$223K0.0%-12.3%0.026%
2/8/2024 Janney Montgomery Scott LLC22,937$960K0.0%-9.3%0.113%
2/7/2024 One Capital Management LLC4,941$207K0.0%N/A0.024%
2/7/2024 NBC Securities Inc.1,793$75K0.0%+178.0%0.009%
2/7/2024 BNP Paribas Financial Markets149,022$6.24M0.0%+238.7%0.736%
2/7/2024 Principal Securities Inc.1,581$66K0.0%N/A0.008%
2/6/2024 Apollon Wealth Management LLC10,002$418K0.0%N/A0.049%
(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, 162 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 137 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 4,750,748 shares in the last 24 months. This purchase volume represents approximately $174.45M 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 2,002,325 shares in the last 24 months. This volume of shares sold represents approximately $82.95M in transactions.


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This page (NYSEARCA:IAT) was last updated on 12/21/2024 by MarketBeat.com Staff
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