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

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$42.85
+0.06 (+0.14%)
(As of 05/9/2024 ET)
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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)
90
Total
Institutional Inflows
(last 12 months)
$103.01M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$45.66M
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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
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%
5/7/2024 KCM Investment Advisors LLC48,929$2.12M0.1%+3.1%0.332%
5/3/2024 Larson Financial Group LLC5,145$223K0.0%+6.9%0.035%
5/3/2024 Etfidea LLC6,270$272K0.1%+27.3%0.043%
5/2/2024 Family 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%
4/23/2024 Raymond James Financial Services Advisors Inc.187,846$8.15M0.0%+2.7%1.274%
4/19/2024 Abundance 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%
3/1/2024 Transcendent 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%
2/13/2024Stephens 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%
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%
2/7/2024 BNP Paribas Financial Markets149,022$6.24M0.0%+238.7%0.736%
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2/7/2024Principal Securities Inc.1,581$66K0.0%N/A0.008%
2/6/2024 Apollon 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%
2/6/2024 Aveo Capital Partners LLC42,193$1.77M0.2%+25.2%0.208%
2/5/2024Silver Oak Securities Incorporated9,389$393K0.1%N/A0.046%
2/2/2024Truist Financial Corp298,938$12.51M0.0%+36.5%1.476%
2/2/2024 Simplex 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%
2/1/2024 Larson 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%
1/31/2024 Western Wealth Management LLC6,021$252K0.0%N/A0.030%
1/31/2024 Luken Investment Analytics LLC1,750$73K0.0%-98.7%0.009%
1/30/2024 TRUE Private Wealth Advisors5,066$212K0.0%N/A0.025%
1/30/2024Aspen Wealth Strategies LLC13,088$548K0.4%N/A0.065%
1/30/2024Bison Wealth LLC6,011$252K0.0%N/A0.030%
1/29/2024Crestwood Advisors Group LLC82,819$3.47M0.1%-6.7%0.409%
1/25/2024 SOL Capital Management CO5,700$238K0.0%N/A0.028%
1/25/2024 International Assets Investment Management LLC56,532$2.37M0.0%N/A0.279%
1/24/2024 International Assets Investment Management LLC56,532$2.37M0.0%N/A0.279%
1/24/2024 Breakwater Capital Group5,627$234K0.1%N/A0.028%
1/23/2024 Etfidea LLC4,926$206K0.1%N/A0.024%
1/23/2024Patten & Patten Inc. TN9,885$414K0.0%-4.6%0.049%
1/18/2024 Global Retirement Partners LLC831$33K0.0%-68.4%0.004%
1/18/2024 Planned Solutions Inc.711$30K0.0%N/A0.004%
1/17/2024 Abundance Wealth Counselors91,928$3.85M1.0%+6.4%0.454%
1/17/2024 First PREMIER Bank940$39K0.0%-34.7%0.005%
1/16/2024 Raymond James Financial Services Advisors Inc.182,949$7.66M0.0%-23.0%0.903%
1/16/2024 Raymond James & Associates41,669$1.74M0.0%+20.3%0.206%
1/12/2024 CX Institutional72,946$3.05M0.2%-46.2%0.360%
1/10/2024 North Star Investment Management Corp.12,680$531K0.0%-31.4%0.063%
1/10/2024 Wealth Management Partners LLC12,795$535K0.3%-3.2%0.063%
1/2/2024 Dentgroup LLC28,426$1.19M1.1%-46.2%0.140%
12/11/2023 Sunbelt Securities Inc.1,430$48K0.0%N/A0.007%
12/1/2023B. Riley Wealth Advisors Inc.40,286$1.37M0.0%+6.0%0.199%
11/16/2023Moneta Group Investment Advisors LLC10,893$366K0.0%+3.9%0.054%
11/15/2023Crestwood Advisors Group LLC88,791$2.98M0.1%N/A0.438%
11/14/2023Cape Cod Five Cents Savings Bank14,158$476K0.0%+50.1%0.070%
11/14/2023Toronto Dominion Bank55,000$1.85M0.0%N/A0.272%
11/14/2023Tower Research Capital LLC TRC35,167$1.18M0.0%+303.9%0.174%
11/14/2023Synovus Financial Corp9,948$334K0.0%+7.2%0.049%
11/13/2023LPL Financial LLC219,641$7.38M0.0%-31.8%1.085%
11/13/2023Envestnet Asset Management Inc.127,428$4.28M0.0%-5.0%0.629%
11/9/2023UBS Group AG90,457$3.04M0.0%-28.8%0.447%
11/8/2023 HighTower Advisors LLC17,852$600K0.0%-78.3%0.088%
11/8/2023 KCM Investment Advisors LLC45,351$1.52M0.1%+3.0%0.224%
11/8/2023 Janney Montgomery Scott LLC25,277$849K0.0%-20.6%0.125%
11/8/2023 Sowell Financial Services LLC14,026$478K0.0%N/A0.069%
11/8/2023J.P. Morgan Private Wealth Advisors LLC19,133$643K0.0%-19.5%0.094%
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11/8/2023Avantax Advisory Services Inc.9,680$325K0.0%-9.4%0.048%
11/8/2023 Oppenheimer & Co. Inc.9,524$320K0.0%-4.7%0.047%
11/6/2023 Aveo Capital Partners LLC33,697$1.13M0.1%-4.5%0.166%
11/4/2023 Signaturefd LLC787$26K0.0%N/A0.004%
11/4/2023HHM Wealth Advisors LLC4,085$137K0.0%+4,705.9%0.020%
11/3/2023US Bancorp DE391,472$13.15M0.0%-2.4%1.933%
11/3/2023 Larson Financial Group LLC4,535$152K0.0%+18.9%0.022%
11/2/2023Martin & Co. Inc. TN67,494$2.27M0.6%-0.5%0.333%
11/2/2023 Venturi Wealth Management LLC10,505$353K0.0%-5.4%0.052%
11/2/2023 Capital Investment Advisory Services LLC18,303$615K0.1%-5.1%0.090%
(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, 173 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), Truist Financial Corp ($12.51M), US Bancorp DE ($12.32M), Barry Investment Advisors LLC ($12.15M), and Advisory Services Network LLC ($10.21M).Learn more on IAT's institutional investors.

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

Of the 144 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 ($250.16K), Raymond James Financial Services Advisors Inc. ($208.77K), US Bancorp DE ($208.76K), 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 4,723,930 shares in the last 24 months. This purchase volume represents approximately $176.12M in transactions.

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

Of the 78 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 ($814.43K), SPC Financial Inc. ($325.23K), UBS Group AG ($231.13K), Raymond James & Associates ($151.63K), Luken Investment Analytics LLC ($132.33K), HighTower Advisors LLC ($124.71K), and US Bancorp DE ($122.40K).

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

Institutional investors have sold a total of 2,918,472 shares in the last 24 months. This volume of shares sold represents approximately $133.34M in transactions.


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This page (NYSEARCA:IAT) was last updated on 5/9/2024 by MarketBeat.com Staff

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