IAT institutional holders
ISHARES U.S. REGIONAL BANKS ETF · 13F, 2026Q2
| Managers holding | 173 |
|---|
| Shares held | 5,081,886 |
|---|
| Reported value | $316.3m |
|---|
| Quarter flows | 25 new, 50 added, 48 trimmed, 18 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| BANK OF AMERICA CORP /DE/ | 555,302 | $34.5m | 0.0% |
| WELLS FARGO & COMPANY/MN | 530,533 | $33.0m | 0.0% |
| JPMORGAN CHASE & CO | 394,972 | $24.7m | 0.0% |
| MORGAN STANLEY | 258,635 | $16.1m | 0.0% |
| ROYAL BANK OF CANADA | 252,179 | $15.7m | 0.0% |
| LPL Financial LLC | 239,501 | $14.9m | 0.0% |
| GW HENSSLER & ASSOCIATES LTD | 192,861 | $12.0m | 0.5% |
| Lido Advisors, LLC | 190,193 | $11.8m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 158,274 | $9.8m | 0.0% |
| BNP PARIBAS FINANCIAL MARKETS | 151,000 | $9.4m | 0.0% |
| TRUIST FINANCIAL CORP | 147,053 | $9.1m | 0.0% |
| US BANCORP \DE\ | 116,841 | $7.3m | 0.0% |
| GOLDMAN SACHS GROUP INC | 111,541 | $6.9m | 0.0% |
| UBS Group AG | 110,075 | $6.8m | 0.0% |
| Monument Capital Management | 92,951 | $5.8m | 1.2% |
| Cambridge Investment Research Advisors, Inc. | 84,668 | $5.3m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 81,487 | $5.1m | 0.0% |
| Steward Partners Investment Advisory, LLC | 81,011 | $5.0m | 0.0% |
| AMERIPRISE FINANCIAL INC | 72,049 | $4.5m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 69,510 | $4.3m | 0.0% |
| Equitable Holdings, Inc. | 67,857 | $4.2m | 0.0% |
| MARTIN & CO INC /TN/ | 63,829 | $4.0m | 0.6% |
| Cetera Investment Advisers | 57,305 | $3.6m | 0.0% |
| KCM INVESTMENT ADVISORS LLC | 57,254 | $3.6m | 0.1% |
| OSAIC HOLDINGS, INC. | 49,343 | $3.1m | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("IAT"). IAT price history · All 13F data
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