ISHARES US REGIONAL BANKS ET (IAT) Institutional Shareholders
ISHARES US REGIONAL BANKS ET (IAT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $250.29M in IAT holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IAT tracked by InsiderSet, reporting ownership valued at approximately $28.06M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $33.48M, representing an estimated gain of +19.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed IAT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES US REGIONAL BANKS ET (IAT).
This page ranks the largest institutional IAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
169
Total Reported Value
$250.29M
Largest Holder
Bank Of America Corp
Largest Position
$28.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
150
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 521,170 | $28,059,817 | $33,479,961 | +$5,420,144 | +19.32% | |
| Wells Fargo & Company/Mn | 0.01% | 514,386 | $27,694,537 | $33,044,157 | +$5,349,620 | +19.32% | |
| Lpl Financial Llc | 0.00% | 239,501 | $14,899,386 | $15,385,544 | +$486,158 | +3.26% | |
| Morgan Stanley | 0.00% | 272,311 | $14,661,237 | $17,493,259 | +$2,832,022 | +19.32% | |
| Gw Henssler & Associates Ltd | 0.53% | 192,861 | $11,997,863 | $12,389,391 | +$391,528 | +3.26% | |
| Lido Advisors, Llc | 0.04% | 190,193 | $11,831,940 | $12,217,998 | +$386,058 | +3.26% | |
| Royal Bank Of Canada | 0.00% | 193,585 | $10,423,000 | $12,435,900 | +$2,012,900 | +19.31% | |
| Truist Financial Corp | 0.01% | 147,053 | $9,148,195 | $9,446,685 | +$298,490 | +3.26% | |
| Us Bancorp \De\ | 0.01% | 134,592 | $7,246,433 | $8,646,190 | +$1,399,757 | +19.32% | |
| Ubs Group Ag | 0.00% | 116,350 | $6,264,284 | $7,474,324 | +$1,210,040 | +19.32% | |
| Raymond James Financial Inc | 0.00% | 112,687 | $6,067,072 | $7,239,013 | +$1,171,941 | +19.32% | |
| Monument Capital Management | 1.16% | 92,951 | $5,782,482 | $5,971,172 | +$188,690 | +3.26% | |
| Goldman Sachs Group Inc | 0.00% | 107,384 | $5,781,555 | $6,898,348 | +$1,116,793 | +19.32% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 80,323 | $4,324,590 | $5,159,950 | +$835,360 | +19.32% | |
| Commonwealth Equity Services, Llc | 0.01% | 69,510 | $4,324,190 | $4,465,322 | +$141,132 | +3.26% | |
| Jones Financial Companies Lllp | 0.00% | 82,488 | $4,300,093 | $5,299,029 | +$998,936 | +23.23% | |
| Ameriprise Financial Inc | 0.00% | 72,200 | $3,887,348 | $4,638,128 | +$750,780 | +19.31% | |
| Equitable Holdings, Inc. | 0.02% | 67,548 | $3,725,272 | $4,339,284 | +$614,012 | +16.48% | |
| Martin & Co Inc | 0.59% | 64,078 | $3,449,973 | $4,116,371 | +$666,398 | +19.32% | |
| Kcm Investment Advisors Llc | 0.10% | 58,452 | $3,147,075 | $3,754,956 | +$607,881 | +19.32% | |
| Independent Advisor Alliance | 0.03% | 57,854 | $3,114,861 | $3,716,541 | +$601,680 | +19.32% | |
| Cetera Investment Advisers | 0.00% | 56,103 | $3,020,590 | $3,604,057 | +$583,467 | +19.32% | |
| Game Plan Financial Advisors, Llc | 0.99% | 42,649 | $2,653,194 | $2,739,772 | +$86,578 | +3.26% | |
| Crestwood Advisors Group, Llc | 0.04% | 42,416 | $2,638,699 | $2,724,804 | +$86,105 | +3.26% | |
| Osaic Holdings, Inc. | 0.00% | 48,911 | $2,633,548 | $3,142,043 | +$508,495 | +19.31% | |
| Pathstone Holdings, Llc | 0.01% | 45,620 | $2,456,181 | $2,930,629 | +$474,448 | +19.32% | |
| Tower Research Capital Llc (Trc) | 0.06% | 43,110 | $2,321,042 | $2,769,386 | +$448,344 | +19.32% | |
| Susquehanna International Group, Llp | 0.00% | 35,421 | $1,907,066 | $2,275,445 | +$368,379 | +19.32% | |
| Citadel Advisors Llc | 0.00% | 30,984 | $1,668,179 | $1,990,412 | +$322,233 | +19.32% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 27,690 | $1,490,817 | $1,778,806 | +$287,989 | +19.32% | |
| Beacon Pointe Advisors, Llc | 0.01% | 27,011 | $1,454,283 | $1,735,187 | +$280,904 | +19.32% | |
| Cadent Capital Advisors, Llc | 0.27% | 20,822 | $1,295,323 | $1,337,605 | +$42,282 | +3.26% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,460 | $1,295,311 | $1,314,350 | +$19,039 | +1.47% | |
| Envestnet Asset Management Inc | 0.00% | 20,678 | $1,286,348 | $1,328,355 | +$42,007 | +3.27% | |
| Augustine Asset Management Inc | 0.25% | 20,000 | $1,244,200 | $1,284,800 | +$40,600 | +3.26% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 22,300 | $1,200,632 | $1,432,552 | +$231,920 | +19.32% |
| Fearless Solutions, Llc Dba Best Invest | 0.60% | 18,279 | $1,137,137 | $1,174,243 | +$37,106 | +3.26% | |
| Heritage Wealth Management, Inc. | 0.28% | 17,850 | $1,110,449 | $1,146,684 | +$36,235 | +3.26% | |
| Rockefeller Capital Management L.P. | 0.00% | 20,337 | $1,094,976 | $1,306,449 | +$211,473 | +19.31% | |
| Dakota Wealth Management | 0.02% | 16,600 | $1,032,686 | $1,066,384 | +$33,698 | +3.26% | |
| Cutler Capital Management, Llc | 0.27% | 18,000 | $969,120 | $1,156,320 | +$187,200 | +19.32% | |
| Asempa Wealth Advisors | 0.72% | 15,144 | $942,139 | $972,851 | +$30,712 | +3.26% | |
| Medallion Wealth Advisors, Llc | 0.07% | 18,363 | $939,484 | $1,179,639 | +$240,155 | +25.56% | |
| Stifel Financial Corp | 0.00% | 17,024 | $916,527 | $1,093,622 | +$177,095 | +19.32% | |
| Transcend Capital Advisors, Llc | 0.06% | 14,500 | $902,045 | $931,480 | +$29,435 | +3.26% | |
| Scs Capital Management Llc | 0.01% | 12,623 | $785,277 | $810,902 | +$25,625 | +3.26% | |
| Independent Financial Group, Llc | 0.01% | 12,410 | $772,026 | $797,218 | +$25,192 | +3.26% | |
| D. E. Shaw & Co., Inc. | 0.00% | 13,800 | $742,992 | $886,512 | +$143,520 | +19.32% | |
| Fifth Third Bancorp | 0.00% | 9,814 | $610,529 | $630,451 | +$19,922 | +3.26% | |
| Stephens Inc | 0.01% | 9,739 | $605,850 | $625,633 | +$19,783 | +3.27% |
Frequently asked questions about IAT
Who owns the most IAT stock?
The largest holders of IAT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US REGIONAL BANKS ET (IAT).
Is IAT widely held by superinvestors?
Many widely followed stocks like IAT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IAT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.