IAT Institutional Ownership & Shareholders
ISHARES US REGIONAL BANKS ET (IAT) is currently held by 161 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $294.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IAT tracked by InsiderSet, reporting ownership valued at approximately $34.55M in its June 30, 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 $33.82M, representing an estimated loss of -2.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed IAT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Wells Fargo & Company/Mn, Jpmorgan Chase & Co, 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
161
Total Reported Value
$294.84M
Largest Holder
Bank Of America Corp
Largest Position
$34.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
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% | 555,302 | $34,545,360 | $33,823,445 | -$721,915 | -2.09% | |
| Wells Fargo & Company/Mn | 0.01% | 530,533 | $33,004,446 | $32,314,765 | -$689,681 | -2.09% | |
| Jpmorgan Chase & Co | 0.00% | 394,972 | $24,654,242 | $24,057,745 | -$596,497 | -2.42% | |
| Morgan Stanley | 0.00% | 258,635 | $16,089,816 | $15,753,458 | -$336,358 | -2.09% | |
| Royal Bank Of Canada | 0.00% | 252,179 | $15,688,000 | $15,360,223 | -$327,777 | -2.09% | |
| Lpl Financial Llc | 0.00% | 239,501 | $14,899,386 | $14,588,006 | -$311,380 | -2.09% | |
| Lido Advisors, Llc | 0.04% | 190,193 | $11,831,940 | $11,584,656 | -$247,284 | -2.09% | |
| Gw Henssler & Associates Ltd | 0.48% | 193,899 | $11,094,874 | $11,810,388 | +$715,514 | +6.45% | |
| Raymond James Financial Inc | 0.00% | 158,274 | $9,846,192 | $9,640,469 | -$205,723 | -2.09% | |
| Bnp Paribas Financial Markets | 0.00% | 151,000 | $9,393,710 | $9,197,410 | -$196,300 | -2.09% | |
| Truist Financial Corp | 0.01% | 153,171 | $8,764,456 | $9,329,646 | +$565,190 | +6.45% | |
| Us Bancorp \De\ | 0.01% | 116,841 | $7,268,678 | $7,116,785 | -$151,893 | -2.09% | |
| Goldman Sachs Group Inc | 0.00% | 111,541 | $6,938,966 | $6,793,962 | -$145,004 | -2.09% | |
| Ubs Group Ag | 0.00% | 110,075 | $6,847,766 | $6,704,668 | -$143,098 | -2.09% | |
| Jones Financial Companies Lllp | 0.00% | 81,487 | $5,083,967 | $4,963,373 | -$120,594 | -2.37% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 81,011 | $5,039,694 | $4,934,380 | -$105,314 | -2.09% | |
| Ameriprise Financial Inc | 0.00% | 72,049 | $4,482,604 | $4,388,505 | -$94,099 | -2.10% | |
| Commonwealth Equity Services, Llc | 0.01% | 69,510 | $4,324,190 | $4,233,854 | -$90,336 | -2.09% | |
| Equitable Holdings, Inc. | 0.03% | 67,857 | $4,221,409 | $4,133,170 | -$88,239 | -2.09% | |
| Martin & Co Inc | 0.62% | 63,829 | $3,970,818 | $3,887,824 | -$82,994 | -2.09% | |
| Cetera Investment Advisers | 0.00% | 57,305 | $3,564,922 | $3,490,448 | -$74,474 | -2.09% | |
| Kcm Investment Advisors Llc | 0.10% | 56,998 | $3,261,428 | $3,471,748 | +$210,320 | +6.45% | |
| Osaic Holdings, Inc. | 0.00% | 49,343 | $3,069,923 | $3,005,482 | -$64,441 | -2.10% | |
| Game Plan Financial Advisors, Llc | 0.99% | 42,649 | $2,653,194 | $2,597,751 | -$55,443 | -2.09% | |
| Pathstone Holdings, Llc | 0.01% | 45,620 | $2,456,181 | $2,778,714 | +$322,533 | +13.13% | |
| Crestwood Advisors Group, Llc | 0.04% | 41,616 | $2,381,268 | $2,534,831 | +$153,563 | +6.45% | |
| Thrivent Financial For Lutherans | 0.00% | 27,137 | $1,688,000 | $1,652,915 | -$35,085 | -2.08% | |
| Janney Montgomery Scott Llc | 0.00% | 24,462 | $1,522,000 | $1,489,980 | -$32,020 | -2.10% | |
| Beacon Pointe Advisors, Llc | 0.01% | 24,035 | $1,495,198 | $1,463,972 | -$31,226 | -2.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 24,259 | $1,386,156 | $1,477,616 | +$91,460 | +6.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 21,291 | $1,324,531 | $1,296,835 | -$27,696 | -2.09% | |
| Envestnet Asset Management Inc | 0.00% | 20,678 | $1,286,348 | $1,259,497 | -$26,851 | -2.09% | |
| Cadent Capital Advisors, Llc | 0.25% | 20,672 | $1,182,839 | $1,259,132 | +$76,293 | +6.45% | |
| Augustine Asset Management Inc | 0.25% | 20,000 | $1,144,400 | $1,218,200 | +$73,800 | +6.45% | |
| Cutler Capital Management, Llc | 0.29% | 18,000 | $1,119,780 | $1,096,380 | -$23,400 | -2.09% | |
| Fearless Solutions, Llc Dba Best Invest | 0.53% | 18,279 | $1,045,924 | $1,113,374 | +$67,450 | +6.45% | |
| Stifel Financial Corp | 0.00% | 16,700 | $1,038,902 | $1,017,197 | -$21,705 | -2.09% | |
| Heritage Wealth Management, Inc. | 0.25% | 17,850 | $1,021,377 | $1,087,244 | +$65,867 | +6.45% | |
| Dakota Wealth Management | 0.02% | 18,484 | $970,965 | $1,125,860 | +$154,895 | +15.95% | |
| Transcend Capital Advisors, Llc | 0.06% | 14,500 | $902,045 | $883,195 | -$18,850 | -2.09% | |
| Quantinno Capital Management Lp | 0.00% | 14,292 | $889,130 | $870,526 | -$18,604 | -2.09% | |
| Asempa Wealth Advisors | 0.68% | 15,166 | $867,031 | $923,761 | +$56,730 | +6.54% | |
| Susquehanna International Group, Llp | 0.00% | 13,163 | $818,870 | $801,758 | -$17,112 | -2.09% | |
| Scs Capital Management Llc | 0.01% | 12,623 | $785,277 | $768,867 | -$16,410 | -2.09% | |
| Moneta Group Investment Advisors Llc | 0.01% | 10,941 | $680,664 | $666,416 | -$14,248 | -2.09% | |
| Independent Financial Group, Llc | 0.01% | 11,050 | $632,281 | $673,056 | +$40,775 | +6.45% | |
| Fifth Third Bancorp | 0.00% | 9,814 | $610,529 | $597,771 | -$12,758 | -2.09% | |
| Stephens Inc | 0.01% | 9,739 | $605,850 | $593,202 | -$12,648 | -2.09% | |
| Gallagher Capital Advisors, Llc | 0.30% | 9,745 | $557,627 | $593,568 | +$35,941 | +6.45% | |
| High Net Worth Advisory Group Llc | 0.11% | 9,140 | $522,991 | $556,717 | +$33,726 | +6.45% |
Frequently asked questions about IAT
Who are the largest institutional holders of IAT?
The largest institutional holders of IAT reported in the latest SEC Form 13F filings include Bank Of America Corp, Wells Fargo & Company/Mn, Jpmorgan Chase & Co, Morgan Stanley, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported IAT position.
What is IAT institutional ownership?
This page tracks IAT positions reported by institutional investment managers through SEC Form 13F. ISHARES US REGIONAL BANKS ET (IAT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IAT?
InsiderSet currently tracks 161 institutional managers reporting IAT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IAT shareholders.
How much IAT stock do institutions own?
Institutional investment managers disclosed approximately $294.84M in IAT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IAT institutional ownership last updated?
The latest IAT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IAT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IAT position after the reporting date.
Are institutions buying or selling IAT?
Institutional buying and selling can be analyzed by comparing IAT positions across consecutive 13F reporting periods. InsiderSet's IAT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IAT ownership changes.
How has IAT institutional ownership changed over time?
InsiderSet tracks IAT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.