ISHARES US REGIONAL BANKS ET IAT
$62.75
-1.0% 52w: $45.62 – $63.39
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data45.6254.5163.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
166
-5 QoQ
13F value
$261.3M
+2.0% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.9×
$3.3M calls / $3.6M puts
Institutional value by quarter
Number of holders
Who owns IAT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 521.2K | $28.1M | 0.0% | +23.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 514.4K | $27.7M | 0.0% | +6.8% |
| JPMORGAN CHASE & CO | Bank broker | 384.1K | $20.0M | 0.0% | +3.2% |
| MORGAN STANLEY | Bank broker | 272.3K | $14.7M | 0.0% | -0.7% |
| LPL Financial LLC | Bank broker | 244.3K | $13.2M | 0.0% | +2.0% |
| ROYAL BANK OF CANADA | Bank broker | 193.6K | $10.4M | 0.0% | -12.7% |
| Lido Advisors, LLC | Wealth advisor | 190.9K | $10.3M | 0.0% | New |
| GW HENSSLER & ASSOCIATES LTD | Other | 190.8K | $10.3M | 0.5% | +2.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 143.6K | $7.7M | 0.0% | +29.5% |
| US BANCORP \DE\ | Wealth advisor | 134.6K | $7.2M | 0.0% | +4.1% |
| UBS Group AG | Bank broker | 116.3K | $6.3M | 0.0% | -17.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 112.7K | $6.1M | 0.0% | +0.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 107.4K | $5.8M | 0.0% | +7.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 80.3K | $4.3M | 0.0% | +1.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 82.5K | $4.3M | 0.0% | +2.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 72.2K | $3.9M | 0.0% | -7.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 71.3K | $3.8M | 0.0% | -26.1% |
| Equitable Holdings, Inc. | Wealth advisor | 67.5K | $3.7M | 0.0% | +37.0% |
| MARTIN & CO INC /TN/ | Wealth advisor | 64.1K | $3.4M | 0.6% | +4.3% |
| KCM INVESTMENT ADVISORS LLC | Other | 58.5K | $3.1M | 0.1% | +2.4% |
| Independent Advisor Alliance | Wealth advisor | 57.9K | $3.1M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 56.1K | $3.0M | 0.0% | -19.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 48.9K | $2.6M | 0.0% | -1.3% |
| Pathstone Holdings, LLC | Diversified mechanical | 45.6K | $2.5M | 0.0% | Held |
| Crestwood Advisors Group, LLC | Other | 45.4K | $2.4M | 0.0% | -1.4% |
| Tower Research Capital LLC (TRC) | Market maker | 43.1K | $2.3M | 0.1% | +15.1% |
| Game Plan Financial Advisors, LLC | Other | 41.8K | $2.2M | 1.0% | -3.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 40.1K | $2.2M | 0.0% | +159.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 35.4K | $1.9M | 0.0% | -13.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 31.0K | $1.7M | 0.0% | -7.4% |
| Westwind Capital ★3 | Fundamental concentrated | 28.2K | $1.5M | 0.4% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 27.7K | $1.5M | 0.0% | -67.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 27.0K | $1.5M | 0.0% | -11.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 26.5K | $1.4M | 0.0% | -1.3% |
| CARRET ASSET MANAGEMENT, LLC | Other | 23.7K | $1.3M | 0.1% | -0.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 22.5K | $1.2M | 0.0% | -3.4% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 22.3K | $1.2M | 0.0% | +142.4% |
| Cadent Capital Advisors, LLC | Wealth advisor | 21.3K | $1.1M | 0.3% | -3.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 21.2K | $1.1M | 0.0% | -2.8% |
| SCS Capital Management LLC | Wealth advisor | 20.9K | $1.1M | 0.0% | -38.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 20.3K | $1.1M | 0.0% | -3.7% |
| AUGUSTINE ASSET MANAGEMENT INC ★2 | Fundamental diversified | 20.0K | $1.1M | 0.2% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 19.0K | $1.0M | 0.0% | -28.7% |
| Dakota Wealth Management | Other | 18.5K | $995K | 0.0% | Held |
| Fearless Solutions, LLC dba Best Invest | Wealth advisor | 18.3K | $985K | 0.6% | -4.5% |
| Cutler Capital Management, LLC ★2 | Fundamental diversified | 18.0K | $969K | 0.3% | +28.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 17.0K | $917K | 0.0% | +8.1% |
| Asempa Wealth Advisors | Wealth advisor | 15.1K | $824K | 0.7% | -1.1% |
| TRANSCEND CAPITAL ADVISORS, LLC | Other | 14.5K | $781K | 0.1% | Held |
| D. E. Shaw & Co., Inc. | Quant stat arb | 13.8K | $743K | 0.0% | -3.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.